X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 crm software selection services

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.  

Evaluate Now

Documents related to » crm software selection services

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 software selection services  step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections 5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Aplicor delivers Web-based CRM , ERP and accounting software to global midmarket and enterprise organizations. Unique strengths include an intuitive user interface to promote a positive user experience, Source : Read More

CRM Vendors Cash In On The Financial Services Industry


Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

crm software selection services  product. Janna has developed CRM software for the financial services industry since its inception in 1990. Janna''s strengths are in contact management and web-based self-service. Siebel''s eFinance product currently provides strong call center and lead management functionality and the addition of Janna''s web-based self-service in particular will broaden Siebel''s operational CRM offerings for financial organizations. In a recent press release Siebel indicated that Janna technology would be a fully Read More

Software Evaluation and Software Selection


Organizations are surrounded by ambiguity when making their implementation decisions. Accurate and relevant criteria that are properly weighed against an enterprise’s needs, what-if scenarios, and supporting graphics and reports are essential when making a software selection.

crm software selection services  and services, including The CRM Matrix , Gartner , and 2020 Software . The following, however, will focus on how to use TEC''s tools to solve the problems identified. TEC''s Shortlist Wizard helps create a profile of needs through basic questions, and compiles a list of vendors that should be considered in a more detailed evaluation. TEC''s evaluation centers (online decision support tool) support the analysis and comparison of thousands of criteria on hundreds of vendor solutions that have been vetted by Read More

TEC Helps Major Paint Retailer Simplify Its Software Evaluation and Selection Using TEC Methodology


Kelly-Moore Paints, the largest employee-owned paint company in the US, recently engaged the services of software evaluation firm Technology Evaluation Centers (TEC) to help it select an enterprise resource planning (ERP) system to meet its growing needs.

crm software selection services  (ERP), customer relationship management (CRM), and supply chain management (SCM), to business intelligence (BI) and enterprise asset management (EAM). # # # Read More

The Path to ERP for Small Businesses, Part 3: Selection of ERP Software


The third and final part of the path to ERP for small businesses series describes the software selection stage, including the dos and don’ts during vendor product demos, how to create a shortlist, and finally selecting the vendor that provides the best product and services for your needs.

crm software selection services  accounting, customer relationship management [CRM], etc.), multisite management, security, device interface management, and application tools (programs which can be used to manage or develop the software). 2. The Shortlist Before reviewing the product demonstration you probably had a list of ten or more vendors who claimed that they can do most of the things you need for your company. If conducted in a proper manner, the demo and the technical criteria mentioned above should bring the list down to no Read More

Understanding SOA, Web Services, BPM, and BPEL Part Two: BPEL and User Recommendations


In a somewhat simplified language, while Web services allow applications to easily exchange and reuse information, it is only when they are orchestrated (coordinated) into long-running business flows or processes that enterprises can realize their true value.

crm software selection services  SOA, Web Services, BPM, and BPEL Part Two: BPEL and User Recommendations Web Services Orchestration Increasing demand-driven responsiveness towards customers'' needs requires a well-coordinated set of IT infrastructure components, since it is no longer good enough to purchase disparate pieces and expect them to simply interoperate. The ideal should be a sort of an independent data exchange that would leverage common metadata and processes to create composite functionality derived from existing Read More

Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

crm software selection services  CRM Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other Read More

On-premise to On-demand: The Software as a Service Opportunity for Independent Software Vendors


Predictions of the death of software are overstated. In reality, businesses are becoming more reliant on technology, not less. What’s changing, however, is the number of options available for managing, delivering, and paying for software applications. Many independent software vendors recognize the benefits of offering software as a service--a delivery alternative that can present long-term benefits for all parties.

crm software selection services  premise to On-demand: The Software as a Service Opportunity for Independent Software Vendors Predictions of the death of software are overstated. In reality, businesses are becoming more reliant on technology, not less. What’s changing, however, is the number of options available for managing, delivering, and paying for software applications. Many independent software vendors recognize the benefits of offering software as a service--a delivery alternative that can present long-term benefits for all 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 software selection services  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. Read More

Apprise Software, Inc


Founded in 1984, Apprise Software, Inc. is a provider of enterprise resource planning (ERP) and supply chain management (SCM) software and services for midsized consumer goods companies. By leveraging technologies such as Microsoft .NET, wireless warehouse solutions, and radio frequency identification (RFID)-along with industry best practices-Apprise Software provides consumer goods companies with enterprise-wide solutions designed to meet their unique business requirements. Apprise Software is headquartered in Bethlehem, Pennsylvania (US), with offices in Nanjing (China), Sydney (Australia), and Brno (Czech Republic).

crm software selection services  Software, Inc Founded in 1984, Apprise Software, Inc. is a provider of enterprise resource planning (ERP) and supply chain management (SCM) software and services for midsized consumer goods companies. By leveraging technologies such as Microsoft .NET, wireless warehouse solutions, and radio frequency identification (RFID)-along with industry best practices-Apprise Software provides consumer goods companies with enterprise-wide solutions designed to meet their unique business requirements. Apprise Read More

Software AG


Software AG helps organizations achieve their business objectives faster. The company’s big data, integration and business process technologies enable customers to drive operational efficiency, modernize their systems and optimize processes for smarter decisions and better service.

crm software selection services  AG Software AG helps organizations achieve their business objectives faster. The company’s big data, integration and business process technologies enable customers to drive operational efficiency, modernize their systems and optimize processes for smarter decisions and better service. Read More

Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

crm software selection services  New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements Read More

Moxie Software


Moxie Software is a customer-centric enterprise social software company that enables companies to connect employees, customers, and partners to engage in business, share knowledge, and collaborate. Moxie Insight, Moxie's thought leadership division, provides research in enterprise technology, talent development, and collaborative innovation.

crm software selection services  Software Moxie Software is a customer-centric enterprise social software company that enables companies to connect employees, customers, and partners to engage in business, share knowledge, and collaborate. Moxie Insight, Moxie''s thought leadership division, provides research in enterprise technology, talent development, and collaborative innovation. Read More

Sirius Software


Sirius Software offers various software solutions that will help you manage your projects, timesheets, business processes, assignments and to evaluate your resources skills.

crm software selection services  Software Sirius Software offers various software solutions that will help you manage your projects, timesheets, business processes, assignments and to evaluate your resources skills. Read More

The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

crm software selection services  Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how. Read More