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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 roi sfa


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

crm roi sfa  prove helpful in your CRM selection process. Appendix I: Requirements Extract – Marketing Management The example below is intended to share a structure and content sample for the requirements matrix development. MARKETING MANAGEMENT Campaign Management User-defined Campaign type and sub-type values Campaign profile information such as Campaign Owner, dates and user-defined fields for unique campaign info Ability to create date sensitive alert notifications for each Campaign Projected or forecasted

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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

Sales Force Automation (SFA)

Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities. 

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Surado! A Rising Mid-market CRM Provider


Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc. developers of Surado CRM Solutions. Surado positions itself high in many functional areas, against many mid-market software vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, and Commence Corporation.

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ERP ROI in Only 9 Months


Nucleus Research reports that NetSuite, a leading integrated Web-based business software suite, can deliver a positive return on investment (ROI) in fewer than nine months, by automating processes, boosting sales, increasing productivity, reducing or avoiding headcount, increasing data visibility, and retiring costly legacy systems. Learn how NetSuite business management software provides a positive ROI to businesses.

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Sword Ciboodle-One More BPM-Centric CRM Provider


What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve the customer experience by improving customer-facing processes. TEC principal analyst P.J. Jakovljevic reviews the vendor’s key offerings and sits down with Ciboodle’s VP of product and market strategy to discuss the company’s challenges, strategies, and technologies.

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CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

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On-Premise vs. On-Demand CRM


When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision.

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


Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The

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Why CRM Is So Hard and What To Do About It: Data is key to making CRM work


Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization.

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CRM's Dirty Little Secret: How to Avoid CRM Sticker Shock


When making a customer relationship management (CRM) decision, it’s important to ensure your deployment will not be hit with hidden fees or other extra costs that reduce the return on investment. This study reveals the total cost of ownership (TCO) among the four leading midmarket CRM solutions.

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Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

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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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