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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 crm business process methodology

Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

CRM for Financial and Insurance Markets

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » crm business process methodology

Delivering the Business Value of Automating Business Processes to Small and Medium Enterprise


Enterprises of all sizes today face common problems dealing with handling increasing business complexity while reducing costs. The solution continues to be the automation of business processes. SAP is an established leader in addressing the needs of large enterprises. Building on that performance and identified best practices, SAP built and launched SAP Business One. SAP Business One was designed to offer small and medium businesses the same business streamlining and efficiencies at a scale and scope appropriate to their needs. IDC recently interviewed a number of companies that have successfully deployed SAP Business One. The purpose of our interviews was to determine what impact the software had on their productivity and cost reduction.

crm business process methodology  Streamline Business Processes | CRM Business Processes | CRM Automating Business Processes | CRM Business Development Processes | CRM Business Intelligence Process | CRM Business Planning Process | CRM Business Process Analysis | CRM Business Process Architecture | CRM Business Process Automation | CRM Business Process Change | CRM Business Process Data | CRM Business Process Definition | CRM Business Process Development | CRM Business Process Engineering | CRM Business Process Flow | CRM Business Read More

CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know


When creating a seamless value chain, it is essential to focus on the customer. However, information, data, and processes are key when planning the complex merger of processes, technologies, and culture. Additionally, a successful value chain recognizes that partners, vendors, suppliers, and employees play a vital role to ensure that customer values are both recognized and realized.

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Evaluating Enterprise Software - Business Process or Feature/Function-Based Approach? All the above, Perhaps?


Owing to learning from the past experiences and to the help of specialized selection service providers, selecting an enterprise package has to a degree, become a routine occurrence in the life of an IT organization. Recently however, there has been much noise created by some pundits and vendors belittling the supposedly "archaic" way of selecting software through functions and features. Contrary to that, they would rather sell "business processes" or "solutions," further confusing the already overwhelmed customer. The nagging doubts and questions like "Have we been selecting software the wrong way all this time?!" naturally abound.

crm business process methodology  (WMS), customer resource management (CRM), product lifecycle management (PLM), enterprise asset management (EAM) and so on. Then, typically, a service should allow you to: Provide a list of commonly found features and functions by department, process, and module, thereby minimizing the aforementioned user reluctance to complete this necessary documentation. Rank the importance of function areas such as financial management, production, and customer service. Select the required lower-level functions and Read More

5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

crm business process methodology  Responsible Software Selection | CRM Business Software Selection | CRM Software Selection Guide | CRM Software Selection Tool | CRM Software Selection Website | CRM Maintenance Software Selection | CRM Software Selection Advice | CRM Software Vendor Selection | CRM Software Selection Checklist | CRM Software Selection Requirements | CRM Software Systems Selection | CRM Software Selection Information | CRM Powerful Software Selection | CRM Accounting Software Selection | CRM Successful Software Selection Read More

High Failure Rate of Business Software Implementations Drives Vendors to TEC Certification Process


Montreal, Canada – May 10, 2011 – Technology Evaluation Centers (TEC) today announced that a record 220-plus enterprise software solutions have earned TEC Certification. Software solutions bearing the TEC Certified seal undergo a rigorous verification process by TEC research analysts—providing independent confirmation that the solutions live up to functionality claims made by the vendor. With a high failure rate of software implementations (TEC reports that up to 70 percent fail to meet objectives), vendors are responding to the demands of their prospects and clients for more clarity and certainty in their software selection processes.

crm business process methodology  major software category (ERP, CRM, SCM, accounting, PLM, BI, business performance management, HR, and more). TEC’s certification process is the most detailed in the industry, rating software solutions by as many as 4,000 different functional criteria. TEC Certified solutions include products from top-tier vendors like SAP, Oracle, and Microsoft, as well as hundreds of midsized and best-of-breed vendors. For more information: Technology Evaluation Centers Inc. 740 St. Maurice, Montreal, Quebec Canada Read More

Maximizer CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

crm business process methodology  the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria. Read More

Guide for Serious Business Phone System Buyers: What You Need to Know Before You Buy Your New Business Phone System


You’re on a budget and need the right kind of phone for your business. But before diving into the sometimes overwhelming market, there are a couple of things you might want to know first. This guide offers unbiased information to equip the small business owner with the tools to make the right business phone decision for your business. Download now.

crm business process methodology  for Serious Business Phone System Buyers: What You Need to Know Before You Buy Your New Business Phone System You’re on a budget and need the right kind of phone for your business. But before diving into the sometimes overwhelming market, there are a couple of things you might want to know first. This guide offers unbiased information to equip the small business owner with the tools to make the right business phone decision for your business. Download now. Read More

Agiline CRM : Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

crm business process methodology  CRM : Customer Relationship Management (CRM) Competitor Analysis Report This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important Read More

SAP BusinessObjects Edge Business Intelligence: Business Intelligence (BI) Competitor Analysis Report


This business intelligence (BI) knowledge base covers a full range of BI functionality. BI applications enable real time, interactive access, analysis, and manipulation of mission-critical corporate information. BI users are able to access and leverage vast amounts of information to analyze relationships and understand trends that support business decisions. This knowledge base covers everything from data mining to analytics, querying, reporting, workflow, and in-depth analysis.

crm business process methodology  BusinessObjects Edge Business Intelligence: Business Intelligence (BI) Competitor Analysis Report This business intelligence (BI) knowledge base covers a full range of BI functionality. BI applications enable real time, interactive access, analysis, and manipulation of mission-critical corporate information. BI users are able to access and leverage vast amounts of information to analyze relationships and understand trends that support business decisions. This knowledge base covers everything from data Read More

Addsum Business Software


Addsum Business Software was founded in 1992, as a spin-off of a prior business, Inkit Productions (founded in 1986). The company provides database-driven custom programming and commercial software development services. Addsum’s applications run almost exclusively on Microsoft network operating system platforms. The company is located in Salt Lake City, Utah (US).

crm business process methodology  Business Software Addsum Business Software was founded in 1992, as a spin-off of a prior business, Inkit Productions (founded in 1986). The company provides database-driven custom programming and commercial software development services. Addsum’s applications run almost exclusively on Microsoft network operating system platforms. The company is located in Salt Lake City, Utah (US). Read More

EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

crm business process methodology  CRM The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules. Read More

EZ-Process BPM/BI Suite


EZ-Process is a certified business solution catering to extended business process management (BPM), workflow automation, and compliancy management (with respect to SOX and others). Web-based and integrated, its different modules enable organizations to perform process-related tasks such as definition, documentation, certification, collaboration, publication, optimization, compliancy, and automation.    

crm business process methodology  Process BPM/BI Suite EZ-Process is a certified business solution catering to extended business process management (BPM), workflow automation, and compliancy management (with respect to SOX and others). Web-based and integrated, its different modules enable organizations to perform process-related tasks such as definition, documentation, certification, collaboration, publication, optimization, compliancy, and automation. Read More

Oco On Demand Business Intelligence: Business Intelligence (BI) Competitor Analysis Report


This business intelligence (BI) knowledge base covers a full range of BI functionality. BI applications enable real time, interactive access, analysis, and manipulation of mission-critical corporate information. BI users are able to access and leverage vast amounts of information to analyze relationships and understand trends that support business decisions. This knowledge base covers everything from data mining to analytics, querying, reporting, workflow, and in-depth analysis.

crm business process methodology  On Demand Business Intelligence: Business Intelligence (BI) Competitor Analysis Report This business intelligence (BI) knowledge base covers a full range of BI functionality. BI applications enable real time, interactive access, analysis, and manipulation of mission-critical corporate information. BI users are able to access and leverage vast amounts of information to analyze relationships and understand trends that support business decisions. This knowledge base covers everything from data mining to Read More

Business Continuity: Are You Always Open for Business?


Limited resources dictate that most midsize companies must support business continuity at the lowest cost and without putting additional pressure on scarce IT resources. But business continuity is more of a critical success factor than ever before. Customers won’t tolerate a lack of service availability. Midsize companies must find a way to ensure maximum business continuity, and reduce downtime—and costs. Learn more.

crm business process methodology  Continuity: Are You Always Open for Business? Limited resources dictate that most midsize companies must support business continuity at the lowest cost and without putting additional pressure on scarce IT resources. But business continuity is more of a critical success factor than ever before. Customers won’t tolerate a lack of service availability. Midsize companies must find a way to ensure maximum business continuity, and reduce downtime—and costs. Learn more. Read More

Five Tips for Saving Money on Your Business Phone System


With recession looming and profit margins under siege, the last thing any company needs is a capital-draining business phone system. Fortunately, today’s voice over Internet protocol (VoIP) providers offer plenty of cost-trimming features to keep business phone costs in check or dramatically lower communications overhead. Read here to know the five ways businesses are taking advantage of new VoIP technology to save money.

crm business process methodology  Tips for Saving Money on Your Business Phone System With recession looming and profit margins under siege, the last thing any company needs is a capital-draining business phone system. Fortunately, today’s voice over Internet protocol (VoIP) providers offer plenty of cost-trimming features to keep business phone costs in check or dramatically lower communications overhead. Read here to know the five ways businesses are taking advantage of new VoIP technology to save money. Read More