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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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 crm integration


The Benefits of CRM/ERP Integration
Superior customer service is the best way for companies to stand out. That’s made customer relationship management (CRM) software more important than ever, so

crm integration  ERP vendors are integrating CRM functionality into their solutions. In this Sage-sponsored interview, CRM analyst Raluca Druta explains how that helps companies automate workflows, improve communication, and enhance the customer experience.

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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.

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 integration

How to Avoid the Most Common Mistakes in CRM Integration


Customer relationship management (CRM) is being adopted by businesses worldwide. But the key question for many executives as they create their CRM strategy: how can they gain strategic advantage if their competitors are implementing these same CRM systems? The answer: through integration. Find out how leveraging your existing information assets can turn CRM from a tactical project into a key strategic initiative.

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Nimble Advances Its CRM Solution with Outlook Integration, ActiveCampaign, and QuoteRoller


Nimble has made available three new apps on the Nimble Apps Marketplace: Microsoft Outlook, ActiveCampaign, and QuoteRoller. With the Microsoft Outlook app from Phi-solutions, users can access Nimble's social contact profiles from within Outlook. ActiveCampaign offers marketers customizable e-mail templates, social media access, marketing automation, and reporting and analytics tools. QuoteRoller

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Business Benefits to FSM-CRM-ERP Systems Integration


These days everything starts with the customer and his or her experience. From this perspective—of the customer experience—the service sector must ensure fluency in its operations so that the customer is satisfied and does not go to social media to publicly vent or complain. Certain industries such as manufacturing and services industries, such as utilities and insurance, are some of the most

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Out-of-the-box Integration


Is it is possible for small and medium businesses (SMBs) to achieve levels of application integration historically reserved for large enterprises with deep IT pockets? Duplication of data can be eliminated with the right electronic document management system (EDMS). Discover how an EDMS can be integrated with other core business applications to replace paper files and documents, driving efficiency and managing IT costs.

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Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

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NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

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Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

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Oracle CRM


Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, "sticky notes" features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint.  

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