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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 salesforce mobile

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 salesforce mobile

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 salesforce mobile  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

Market Focus Report: The Value of Mobile and Social for CRM


Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption.

crm salesforce mobile  Mobile and Social for CRM Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption. Read More

Infor Will Launch Interaction Advisor on the Salesforce Platform


Infor will make its Epiphany Interaction Advisor available to Salesforce Platform users. Infor's Interaction Advisor assists customer-facing professionals with guessing client behavior and future purchases by creating a real-time customer profile. Client profiles are constructed from a collection of historical, personal, and contextual data. Furthermore, the Interaction Advisor employs real-time

crm salesforce mobile  in advancing its Epiphany CRM solution. At least for the moment. After these significant investments, the software vendor is clearly looking at ways to reach out to more customers, and the Salesforce Platform is a great venue for doing so. Read More

Salesforce Social.com to Enhance Salesforce Marketing Cloud


Salesforce has announced Salesforce Social.com, a product designed for social advertising and meant to enhance Salesforce Marketing Cloud. To date, Salesforce Marketing Cloud includes social listening (Salesforce Radian6), publishing (Salesforce Buddy Media), and social advertising (Social.com). The solution targets brands and agencies that would like to launch social ad campaigns

crm salesforce mobile  be connected to Salesforce CRM, and Radian6—which ensures that social advertising is connected to its customer data. Customer trends can be used towards building appropriate campaigns. With this new product, Salesforce.com focuses on customers'' interests and on how companies can reach their customers in relevant ways. Read More

EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

crm salesforce mobile  CRM The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules. Read More

Mobile Is the New Face of Engagement


By 2016, smartphones and tablets will put power in the pockets of a billion global consumers. Mobile is not simply another device for IT to support with a shrunken Web site. Rather, mobile is the manifestation of a much broader shift to new systems of engagement. Download this paper and know how such systems of engagement will help firms empower their customers, partners, and employees with context-aware apps and smart products.

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How Retailers are Answering the Call of Mobile Shopping


Find out what you need to know about mobile shopping from every key angle in Answering the Call: Emerging Best Practices in Consumer Mobile.

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Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

crm salesforce mobile  CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+ Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center questionnaire : Industry : Manufacturing Structure : Read More

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.

crm salesforce mobile  CEO Part Two: Linking CRM with Organizational Direction Linking CRM with Organizational Direction Research that has linked the statistical relationships between organizational behavior and CRM success has identified the importance of senior management leadership and direction prior to the deployment of CRM applications. In other words, it is important that an organization pursues a strategy that is complementary to CRM before the technologies are actually introduced. Therefore, introducing CRM into an Read More

The Mobile App Debate-HTML5: Hype or Help?


Today, virtually any app developer who uses the browser-based approach to develop a mobile app is deploying the app using HTML5—the next-generation of the coding language that’s been running Web pages for about two decades. The motivation to use HTML5 on mobile is simple: adaptability. This white paper presents five primary reasons on why the consumer or customer may not necessarily reap the benefits of this approach.

crm salesforce mobile  mobile app development,browser-based mobile apps,HTML5 for mobile apps,HTML5 for mobile devices,HTML5 on mobile,browser-based apps for mobile,mobile app HTML5 drawbacks,FieldOne Read More

Mobile Business Intelligence (BI)-The Importance of On-the-Move Business Clarity and Agility


Today’s employees expect to have access to business data in a single mobile device with intuitive tools to quickly perform tasks. If enterprises wish to provide BI to every end user, they need a BI solution that is flexible, scalable, and practical enough to function on all smartphones and tablet computing devices with all the features and functionality needed to manage the business at strategic, operational, and tactical levels.

crm salesforce mobile  Mobile Business Intelligence,bi for mobile devices,bi mobile apps,business intelligence in mobile apps,mobile bi solutions,mobile bi architecture,mobile bi,mobile business intelligence solutions Read More

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.

crm salesforce mobile  CRM Is So Hard and What To Do About It: Data is key to making CRM work Introduction Over the next five years, companies will spend $150 billion to reinvent sales, marketing and service. Customer relationship management (CRM) is the hub of this turning wheel, and data is the axle. It''s why Gartner calls managing customer-related data the number one obstacle to getting a return on CRM investments. To fully exploit the power of CRM, and to realize its much-hyped promise, organizations must first recognize Read More

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.

crm salesforce mobile  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 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 salesforce mobile  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

Oncontact CRM


Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits.  

crm salesforce mobile  CRM Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits. Read More