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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 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.  

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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

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

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

Software Selection Horoscopes for January 2008


Come on, admit it: you read your horoscope. Maybe not every morning. But you do read it, even if just for comic relief, or because it allows you to feel a surge of superiority before you head out the door to scrape your car or pummel your way onto public transport. Either way, reading your horoscope is a pleasant diversion. But here's a horoscope for the new year that provides you with more

crm software selection services  your new customer relationship CRM solution . After all, you won’t be the only one using the solution—and listening to the advice of others now means you won’t have to listen to their complaints down the road, in the installation and implementation stages. Gemini: You sometimes have a way of talking yourself into almost anything. But things are a little different when it comes to talking upper management into implementing a new enterprise resource planning (ERP) solution . Wait until after you’ve Read More

Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

crm software selection services  CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. 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

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

Veeam Software


Veeam Software develops solutions for virtualization management and data protection. One software suite it offers is Veeam Management Suite, a set of solutions for VMware backup and management for VMware deployments.

crm software selection services  Software Veeam Software develops solutions for virtualization management and data protection. One software suite it offers is Veeam Management Suite, a set of solutions for VMware backup and management for VMware deployments. Read More

Cougar Mountain Software


Since 1982, 19,000 clients have turned to Cougar Mountain Software for their accounting software solutions. Cougar Mountain provides software applications for midsized businesses and nonprofit organizations in need of accounting software, fund software, or point of sale (POS) software and hardware across a broad range of industries requiring customizable solutions. Cougar Mountain is based in Boise, Idaho (US).

crm software selection services  Mountain Software Since 1982, 19,000 clients have turned to Cougar Mountain Software for their accounting software solutions. Cougar Mountain provides software applications for midsized businesses and nonprofit organizations in need of accounting software, fund software, or point of sale (POS) software and hardware across a broad range of industries requiring customizable solutions. Cougar Mountain is based in Boise, Idaho (US). Read More

TOWER Software


TOWER Software provides enterprise content management (ECM) solutions to government and regulated industries, as well as electronic document and records management (EDRM) solutions. TOWER Software is a privately held company with operations in North America, Europe, and Asia Pacific, and maintains strategic partnerships with technology and information management companies including Microsoft, Hewlett Packard, Adobe Systems, and Kofax. The vendor is headquartered in Canberra (Australia).

crm software selection services  Software TOWER Software provides enterprise content management (ECM) solutions to government and regulated industries, as well as electronic document and records management (EDRM) solutions. TOWER Software is a privately held company with operations in North America, Europe, and Asia Pacific, and maintains strategic partnerships with technology and information management companies including Microsoft, Hewlett Packard, Adobe Systems, and Kofax. The vendor is headquartered in Canberra (Australia). Read More

TIBCO Software


TIBCO Software Inc. (NASDAQ: TIBX) is a provider of infrastructure and business intelligence  (BI) software. Whether it’s optimizing inventory, cross-selling products, or averting crisis before it happens, TIBCO uniquely delivers tthe ability to capture the right information at the right time and act on it preemptively for a competitive advantage. 

crm software selection services  Software TIBCO Software Inc. (NASDAQ: TIBX) is a provider of infrastructure and business intelligence  (BI) software. Whether it’s optimizing inventory, cross-selling products, or averting crisis before it happens, TIBCO uniquely delivers tthe ability to capture the right information at the right time and act on it preemptively for a competitive advantage. Read More

Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the 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 software selection services  (CRM) solutions in the 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

Soffront Software


Soffront Software, Inc., established in 1992 and located in Fremont, California (US), offers an integrated CRM solution spanning marketing, sales, customer support, employee support, and portal applications. Soffront has more than 500 large enterprise customers as well as thousands of small enterprise customers worldwide. Soffront customers include companies across all industries, federal, state, and local government agencies, and the departments of many Fortune 500 corporations.  

crm software selection services  (US), offers an integrated CRM solution spanning marketing, sales, customer support, employee support, and portal applications. Soffront has more than 500 large enterprise customers as well as thousands of small enterprise customers worldwide. Soffront customers include companies across all industries, federal, state, and local government agencies, and the departments of many Fortune 500 corporations. Read More