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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 sales intelligence

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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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.

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Business Intelligence: The Key to Optimizing Sales, Marketing and Bottom Line Results


When it comes to marketing, sales and customer service there’s no question that the second approach delivers higher value—especially in an age when companies are combating unprecedented competition while being forced to do more with less. The reality is this: choose the second example or risk being second best. This white paper explores why actionable business intelligence is so critical in today’s business environment and how Maximizer Software’s customer relationship management (CRM) solution can be used to deliver actionable intelligence when and where it’s needed most.

crm sales intelligence  Software’s customer relationship management (CRM) solution can be used to deliver actionable intelligence when and where it’s needed most. Read More

Business Intelligence


The ability to extract and present information meaningfully is vital for business management. Indeed, business intelligence tools enable companies to make better decisions, by providing the right information to the right people at the right time. Moreover, employees increasingly suffer from information overload, and require solutions that make informed decisions a more natural part of the everyday work experience.

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A Stronger Field Sales Force and Better Internet Sales


Endress+Hauser (e+h), an international group of specialists for measurement devices and automated solutions for industrial process engineering, implemented both mySAP CRM mobile sales and e-selling capabilities to reinforce its market- and customer-focused orientation. As a result, it saw a stronger field sales force and increased sales through the Internet.

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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.

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Zap Business Intelligence


Zap Business Intelligence is a web-based business intelligence solution that combines traditional BI capabilities (dashboards, key performance indicators, scorecards, reporting and analysis) with advanced features including predictive analytics, alerts and report scheduling, and 3D visualization. For Microsoft Dynamics customers, Zap also offers out-of-the-box BI solutions, Business Analytics for Microsoft Dynamics, that are designed to provide rapid rollout and support for any level of customization within Dynamics.  

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How SMEs Can Tap Into Real-Time Business Intelligence


InHow SMEs Can Tap Into Real-time Business Intelligence you'll learn why manual data analysis isn't enough...

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Business Intelligence and Data Management


The terms business intelligence (BI) and business performance management (BPM) are heard time and again, but what do they really mean for businesses?

Getting back to basics, both terms refer to the concept of using technology to
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  • Manage employee performance
  • Identify quality issues on the shop floor
  • Optimize business processes through the use of technology
  • Forecast, budget, and plan within a process-centric environment
  • Allow C-level executives the ability to monitor the organization's performance regularly and centrally throughout the day
The common theme within these technologies is that organizations use them to optimize their performance and stay competitive within the market. Business performance management should not be confused with business process management, also known as BPM.

crm sales intelligence  Intelligence and Data Management The terms business intelligence (BI) and business performance management (BPM) are heard time and again, but what do they really mean for businesses? Getting back to basics, both terms refer to the concept of using technology to Identify sales trends to develop sales strategies and to manage future sale Manage employee performance Identify quality issues on the shop floor Optimize business processes through the use of technology Forecast, budget, and plan within a Read More

Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

crm sales intelligence  CRM : CRM for Financial and Insurance Markets Competitor Analysis Report This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. Read More

Making Sense of Business Intelligence in the Mid-Market: Why Sage Intelligence Is the Right Fit for You


The right business intelligence (BI) solution can provide many benefits to your business. From access to real-time data across the organization and graphical reporting tools to better insight and collaboration, BI can give your company a competitive advantage. Download this white paper to find out more about Sage Intelligence.

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Business Intelligence as a Service: Key Evaluation Criteria for ISVs to Consider


Business intelligence (BI) software as a service (SaaS) has gained traction in recent years. The reduced cost and feature-rich nature of the offerings make SaaS BI appealing to large and small businesses alike. Now, independent software vendors (ISVs) are also finding significant advantages to on-demand BI. Learn how SaaS BI solutions are helping ISVs reduce time to market, and accelerate the software development process.

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


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Win More Business with Fewer Sales Resources: Reconfigure Discrete Manufacturing Sales Processes to Thrive


If you’re a sales executive at a discrete manufacturer, there’s a good chance you’ll soon face a perfect storm of significantly greater sales opportunities that must be pursued by a smaller, less experienced sales team. At many discrete manufacturers, there are experienced sales professionals who will be retiring soon and, unless provisions are made, will take considerable institutional knowledge with them.

But sales executives who see the problems on the horizon early enough and act quickly and strategically can create new business opportunities out of this adversity. This paper explores the applicable trends and presents promising strategies available to sales executives at discrete manufacturers.

crm sales intelligence  More Business with Fewer Sales Resources: Reconfigure Discrete Manufacturing Sales Processes to Thrive If you’re a sales executive at a discrete manufacturer, there’s a good chance you’ll soon face a perfect storm of significantly greater sales opportunities that must be pursued by a smaller, less experienced sales team. At many discrete manufacturers, there are experienced sales professionals who will be retiring soon and, unless provisions are made, will take considerable institutional Read More

The Business Value of Business Intelligence


Now that technical aspects of delivering information to the business intelligence (BI) user community are understood, BI vendors are focused on market expansion through key initiatives, including advocating ‘BI for the masses.’ However promising expanded BI use may be, a careful and balanced discussion of the specific business and technical preconditions for capturing the business value of BI investments is needed.

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Maximizer CRM 12: Salesforce Automation Certification Report


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crm sales intelligence  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