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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 products


CRM for Manufacturing vs. Regular CRM
A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and

crm products  , you can compare CRM products from customer service, analytics, or any other functionality that is important to a manufacturing company. Among the certified CRM vendors in our database (which include certifications in progress), here are the top five rated  for customer service and analytics/reporting: Top Five Customer Service and Support (alphabetical order): Aplicor (Aplicor Inc.), Infor CRM Epiphany (Infor), Pivotal CRM (CDC Software), Sage SalesLogix (Sage), and Surado CRM (Surado Solutions). Top

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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 products

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 products  indicative of continued after-the-sale CRM vendor performance. The quality of any RFP response is indicative of the quality and esteem in which the software vendor holds your business. It is a good idea to provide the vendors with advanced notice that the RFP will be distributed on a date certain. This will allow vendors to prepare by assembling or allocating resources to thoroughly review your document and put together an appropriate and hopefully thoughtful response. You must ensure that you allow Read More

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.

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Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

crm products  November 2007 as Agresso CRM , and which brought to Agresso a base of 1,700 customers (nearly 10 percent of which are in a software as a service [SaaS] model), has been evaluated independently against other vendors in the mid-market by the European technology evaluation firm, Penteo ICT Analyst .  Penteo  is headquartered in Spain where it is the market leader, but it also has offices in London and Paris. The firm provides independent expert analysis of market trends and market research, and issues Read More

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

crm products  | CRM Product | CRM Products | CRM Program | CRM Programs | CRM Requirements | CRM Research | CRM Review | CRM Reviews | CRM Sales Force Automation | CRM Selection | CRM Service | CRM Services | CRM Software | CRM Software Application | CRM Software Solution | CRM Solution | CRM Solutions | CRM Strategies | CRM Strategy | CRM System | CRM Systems | CRM Technology | CRM Tools | CRM Vendors | CRM White Paper | CRM Workflow | CRM Workflow Assembly | CRM Workflow Change | CRM Workflow Examples | CRM Workflow Read More

Trade Promotion Optimization in the Consumer Products Industry


Retailers expect promotions by consumer products companies to drive revenue, volume, profitability, and category growth. To achieve these goals, consumer products companies must present comprehensive promotional programs that are tightly integrated with consumer marketing campaigns and tailored to the specific needs of the retailer and its customers or target consumers. They must also forecast accurately, provide marketing support, and ensure inventory availability. Sales managers and trade marketers must collaborate extensively with cross-functional teams for brand marketing, supply chain management, and finance to achieve these goals. Specialized software programs can help, as this white paper explains.

crm products  Promotion Optimization in the Consumer Products Industry Retailers expect promotions by consumer products companies to drive revenue, volume, profitability, and category growth. To achieve these goals, consumer products companies must present comprehensive promotional programs that are tightly integrated with consumer marketing campaigns and tailored to the specific needs of the retailer and its customers or target consumers. They must also forecast accurately, provide marketing support, and ensure Read More

Social CRM: Key Strategies and Must-have Features


Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM.

crm products  and Must-have Features Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM. Read More

Top 10 Features Small and Medium Businesses Should Seek in a CRM Solution


Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution.

crm products  Should Seek in a CRM Solution Once thought of as only relevant for enterprises, customer relationship management (CRM) technology is increasingly being used by small and medium businesses across industries. So, as you evaluate your options, you need to determine which solution will best meet your organization's marketing, sales, and business needs in the present and as it grows. Read about the top 10 features small and medium businesses should look for in a CRM solution. Read More

Case Study: Lifetime Products


To better support mobile employees, Lifetime Products deployed a unified messaging solution focused on the flexibility of wireless devices. Using features in Microsoft® Exchange Server 2007, Lifetime replaced its voice mail system with a voice over Internet protocol (VoIP) solution, and streamlined access to e-mail, voice mail, and fax messages. Learn how this solution helped the company boost productivity and reduce costs.

crm products  Study: Lifetime Products To better support mobile employees, Lifetime Products deployed a unified messaging solution focused on the flexibility of wireless devices. Using features in Microsoft® Exchange Server 2007, Lifetime replaced its voice mail system with a voice over Internet protocol (VoIP) solution, and streamlined access to e-mail, voice mail, and fax messages. Learn how this solution helped the company boost productivity and reduce costs. Read More

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

crm products  Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. SageCRM vs. Oncontact CRM Hi, I’m Larry Blitz, editor of Technology Evaluation Centers’ (TEC) Vendor Showdown series. Today's Showdown pits three leading customer relationship management (CRM) vendors’ solutions against each other in a head-to-head contest: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM . We hope you find this Vendor Showdown helpful Read More

Aptean Pivotal CRM Certification Report


Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive functionality comparison with the average CRM solution.

crm products  Pivotal CRM Certification Report Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive Read More

CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

crm products  representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future. Read More

Prophet CRM


We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them to log into another website or open up an entirely different CRM application. Your people are already doing 50 to 60% of their CRM activities inside of Outlook, why not just put CRM features into Outlook and that is precisely what we did. Thus Prophet CRM was born – a CRM Simplified with Outlook that your people will actually use

crm products  CRM We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them to log into another website or open up an entirely different CRM application. Your people are already doing 50 to 60% of their CRM activities inside of Outlook, why not just put CRM features into Outlook and that is precisely what we did. Thus Prophet CRM was born – a CRM Simplified with Outlook that your people will actually use Read More

Compiere ERP & CRM


Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management.

crm products  ERP & CRM Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, Read More