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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 introduction to salesforce

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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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

crm introduction to salesforce  Success CASE STUDY: Altium CRM Essential 8: A Broad Community CASE STUDY: Successforce.com Conclusion Introduction It s no secret that winning and retaining customers is the key to business growth and success. But that s no small feat given the dynamic and ever-increasing customer demands that companies face today, as well as the difficulty of implementing and enforcing processes to effectively support your interactions with prospects, customers, and partners. Fortunately, there are dozens of technology Read More

Salesforce.com Wants to Help You Transition to a Customer Company


Coincidentally or not, my industry analyst career started at about the same time that salesforce.com was founded, back in 1999. And boy, has the vocal cloud software company had an amazing transition over the years—once dismissed as a fad-like niche sales force automation (SFA) vendor with glorified contact management capabilities, salesforce.com is now a $3 billion (USD) enterprise software

crm introduction to salesforce  than a commoditized cloud CRM provider. In addition, the company’s AppExchange marketplace currently features over 1,700 solutions that have had 1.6 million installs and have contributed $700 million (USD) in total revenue to salesforce.com’s partner ecosystem. Reportedly, 70 percent of the Fortune 100 companies have installed an app from the marketplace. But what other functional realms will the company have to tackle to remain ahead of the curve and the larger “old school” competitors (that Read More

How to Rise Above Today’s Economic Challenges: Equip Your Sales Force with Mobile CRM


In today’s tough economic climate, companies need their sales teams operating at peak performance. But traditional customer relationship management (CRM) may be hampering field salespeople’s productivity, with frequent downtime and lengthy sales cycles cutting them off from their managers. Learn how mobile CRM solutions can help speed up and improve the sales process, so your company can survive even the toughest market.

crm introduction to salesforce  Sales Force Performance | CRM Introduction to Salesforce | CRM Backdrop Salesforce | CRM Sales Force Automation | CRM Sales Force Management | CRM Sales Processing and Tracking | CRM Strategies Associated with Sales | CRM Software for Sales Force Automation | Sales Force CRM | Leader in Software-as-a-Service CRM | Sales Force Search CRM | Considering Sales-Force CRM | Salesforce Reporting CRM | Buying Salesforce CRM | Sales Effectiveness CRM | Sales Strategy Productivity CRM | Salesforce Search Read More

Social ERP Emerges, Transforms the Way People Work (Part 2)


In part one of this series, we looked at how and why social media capabilities are impacting enterprise resource planning (ERP) solutions. We looked at the benefits of social media in ERP, social capabilities and features, and also pointed out that user adoption and corporate governance must be considered when rolling out these tools. This second post provides an in-depth look at the different approaches major ERP vendors have taken to integrate social capabilities into their ERP systems and provides some tips for users looking for a social ERP system.

crm introduction to salesforce  rolled into the Dynamics CRM product to provide a complete set of social capabilities. Microsoft also entered into an alliance with InsideView, which provides social intelligence capabilities. Microsoft provides social networking integrations with its ERP solutions (Dynamics AX, Dynamics Nav, and Dynamics GP); however, like Oracle, it has not clearly defined how these social assets will be rolled into the ERP solutions.   Infor —Infor made huge strides across all of its major ERP systems with the Read More

When ERP and CRM Connect in the Cloud


In early 2011 Plex Systems announced that it has integrated its software-as-a-service (SaaS) enterprise resource planning (ERP) product with salesforce.com’s Sales Cloud 2. The result is a cloud-based composite application focused on the lead management process. P.J. Jakovljevic, principal analyst at Technology Evaluation Centers (TEC), interviews Patrick Fetterman, Plex’s vice president of marketing.

crm introduction to salesforce  ERP and CRM Connect in the Cloud In 2010, Plex Systems , after several years of obscurity, became widely recognized as the provider of Plex Online , an enterprise resource planning (ERP) solution in the cloud. For more detailed background information on this company and its product, see TEC ’s recent Certification Report as well as my 2010 blog series on Plex . The privately held company is just closing its 2010 financials, and Plex’s current state of affairs looks like this: A 27 percent growth Read More

Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm introduction to salesforce  CRM 12: Salesforce Automation Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

How to Improve Business Results through Secure Single Sign-on to SAP


On top of the many challenges faced by IT managers today comes yet another challenge: ensuring efficient and secure user access to SAP. Because of the unencrypted communication between users’ workstations and the backend servers, the SAP environment—and the confidential data it stores—become vulnerable. With a secure single sign-on solution to SAP, however, you can significantly improve the security of this environment.

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Epicor HCM Express Allows Companies to Go From Bare Bones to Full Functionality


Epicor HCM Express is an interesting option for small businesses that are taking their first steps toward adopting a human resources information system (HRIS). TEC Research Analyst Raluca Druta shows you how the Epicor product allows companies to go from bare bones to full HR functionality.

crm introduction to salesforce  human resources system, HR system, human resources information system, HRIS, human capital management, Epicor, Epicor HCM, Epicor HCM Express, SMB, small to medium business, candidate management, employee management, employee development, health and safety, compensation management, and workforce performance management Read More

CMS Is to Content as SOA Is to Enterprise Applications


There’s no disputing the fact that content management systems (CMS) and service-oriented architecture (SOA) are closely related. From reuse, the ability to loosely couple service and functions, to being able to combine services into a new form, SOA and CMS share many common threads in the enterprise world. Find out how the forces that have made SOA so important today are now doing the same for CMS in web site management.

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How to Unbalance Your Scorecard to Better Measure Business Performance


The Balanced Scorecard is one of the most popular methodologies for measuring business performance, with a view to enhancing it. First made popular in the early 1990s, this performance management framework was intended as a tool to provide managers with a more complete and “balanced” view of their organization’s performance by including nonfinancial metrics and key performance indicators (KPIs) in

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How to Get Closer to Your Best Customers


In the white paper Get Closer to Your Best Customers, you'll find a host of new ideas and proven best practices for dealing with customers more e...

crm introduction to salesforce  closer best customers,closer,best,customers,best customers,closer customers,closer best. Read More

3 Reasons to Archive E-mail: Capacity and PSTs, Migration to Exchange 2010, and Compliance


E-mail is mission critical with corporate knowledge locked inside maiboxes. E-mail archiving solutions help organizations track e-mail transactions, restore inadvertently deleted messages, ensure compliance, and reduce storage demands. E-mail archiving software provides IT with the ability to manage data retention and enable ediscovery. Read this white paper to explore the issues of e-mail archiving and e-mail management.

crm introduction to salesforce  e-mail archiving,mailbox quotas,e-mail capacity,pst management,migration to exchange 2010,data lifecycle management,e-mail archiving solution,exchange 2003 to 2010 migration,exchange 2007 to 2010 migration,exchange 2003 to exchange 2010 migration,pst file management,groupwise to exchange 2010 migration,data management lifecycle,lotus notes migration to exchange 2010,exchange 2003 migration to 2010 Read More

From Lead to Money: A Step-by-Step Guide to More Deals in Record Time


Lead to money spans all aspects of the process from when leads are generated to when revenue is brought in. All companies have a lead to money process, but often haven’t invested the time and resources needed to streamline it. The main goal of this process is help sales close deals as effectively and quickly as possible. But there are five main processes taking place simultaneously, often disjointedly. This white paper covers each of these five processes and the way each needs to evolve to become more streamlined.

crm introduction to salesforce  lead generation, lead management, territory planning, sales enablement, sales training, quota and proposal management, compensation and incentives structuring, quote and proposal generation, proposals and pricing Read More

Take HR to the Next Level: Engage Your Employees to Drive Better Business Value


Human resources (HR) professionals know how critical people are to business success. But what’s more elusive is how to unlock the true potential of people. This discussion focuses on the interrelated topics of people, work and culture, and some new approaches to optimizing all three.

Workforce science analytics can help determine what talent to recruit and hire and also how to deploy, develop, and engage them and help them be successful. Social cooperation tools can help employees connect with one another, learn from one another, and collaborate with customers and business partners to get their work done with better results. By cultivating an engaging culture that’s aligned with business strategies, organizations can enable employees to increase their efficiency, productivity, and agility. In short, companies are starting to use talent analytics and social collaboration tools to take an employee-centric strategic results that yields better business results.

Moderated by Barbara Lombardo, Partner and North America Talent & Change Practice Leader, IBM Global Business Services, this discussion features Tony Coe, Director of Culture Research and Consulting, IBM Smarter Workforce; Chris Broderick, Director of Workforce Analytics and Consulting, IBM Corporation; and Doug Grant, Director of Total Rewards and Organizational Analytics, Johnson & Johnson.

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