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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

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 software selection services  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 : National Site 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

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

Can Lilly Software Get More VISUAL?


Lilly Software’s financial success and double-digit revenue growth during the recent years have been attributable to its strong offerings and efficient distribution model for its target niche. However, the future is not going to be quite so bright unless the company overcomes serious challenges.

crm software selection services  demands, and less complex CRM and B2B e-commerce requirements. The industries that would most likely benefit from using Lilly Software''s products are aerospace & defense, electronics, instrumentation, industrial machinery, fabricated metals, consumer packaged goods (CPG), wholesale distribution, automotive and transportation equipment. Companies that require multi-site and multi-national capability, high-volume transaction processing, and/or across the range functional depth may benefit from evaluating Read More

Maximizer Software


Maximizer Software is a pioneer in contact management technology. For more than 25 years we've been developing CRM software to help businesses better manage their customers, leads, and prospects. Our claim to fame is in our all-in-one CRM software which is built with the flexibility to be customized to unique business processes.

crm software selection services  years we''ve been developing CRM software to help businesses better manage their customers, leads, and prospects. Our claim to fame is in our all-in-one CRM software which is built with the flexibility to be customized to unique business processes. Read More

A Software-as-a-service Primer for Independent Software Vendors


Unlike many over-hyped technology trends of the past, software-as-a-service (SaaS) is producing real business benefits for organizations of all sizes across nearly every industry. This primer outlines how independent software vendors (ISVs) must respond to these realities in order to meet the changing needs of their customers, employees, and business partners; and ensure their long-term viability and competitiveness.

crm software selection services  Software-as-a-service Primer for Independent Software Vendors Unlike many over-hyped technology trends of the past, software-as-a-service (SaaS) is producing real business benefits for organizations of all sizes across nearly every industry. This primer outlines how independent software vendors (ISVs) must respond to these realities in order to meet the changing needs of their customers, employees, and business partners; and ensure their long-term viability and competitiveness. Read More

Software-As-a-Service Primer for Independent Software Vendors


Learn what s required for a successful migration to SaaS in SaaS Primer for Independent Software Vendors.

crm software selection services  As-a-Service Primer for Independent Software Vendors The SaaS revolution is here to stay. As an independent software vendor (ISV), you must be able provide SaaS solutions—or run the risk of losing ground. But transitioning all or part of your software applications to the SaaS model can be tricky without the right information. Learn what’s required for a successful migration to SaaS in SaaS Primer for Independent Software Vendors . You’ll learn about executing the critical 4 Rs: Read More

Smart Software


Founded in 1984, Smart Software is a provider of enterprise-wide demand forecasting, planning, and inventory optimization solutions. Smart Software's flagship product, SmartForecasts, has thousands of users worldwide, including customers at mid-market enterprises and Fortune 500 companies, such as Abbott Laboratories, Metro-North Railroad, Siemens, Disney, Nestle, Nikon, GE, and The Coca-Cola Company. Smart Software is headquartered in Belmont, Massachusetts.

crm software selection services  Software Founded in 1984, Smart Software is a provider of enterprise-wide demand forecasting, planning, and inventory optimization solutions. Smart Software''s flagship product, SmartForecasts, has thousands of users worldwide, including customers at mid-market enterprises and Fortune 500 companies, such as Abbott Laboratories, Metro-North Railroad, Siemens, Disney, Nestle, Nikon, GE, and The Coca-Cola Company. Smart Software is headquartered in Belmont, Massachusetts. 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

HR Software


PDG Group Model 839

crm software selection services  Software PDG Group Model 839 Read More

VDoc Software


A subsidiary of the Axemble Group, a holding company with extensive experience in the small to medium business (SMB) market, VDoc Software is an independent software vendor with 500 customers and more than 400,000 users. Since 1996, the vendor has provided software that focusses on processes, employee productivity, and organizational relationships with customers and partners. VDoc Software is headquartered in Charbonnières les Bains (France).

crm software selection services  Software A subsidiary of the Axemble Group, a holding company with extensive experience in the small to medium business (SMB) market, VDoc Software is an independent software vendor with 500 customers and more than 400,000 users. Since 1996, the vendor has provided software that focusses on processes, employee productivity, and organizational relationships with customers and partners. VDoc Software is headquartered in Charbonnières les Bains (France). Read More

Professional Services and Support


Professional services address very specific needs, such as public relations, portfolio management, software engineering, etc. They are provided by specialized individuals, companies, or departments within a company.

Even though support may be considered a part of the professional services business area, a distinction has to be made between the two. Support usually refers to technical support, which is a special type of professional service requiring highly qualified technicians who have experience providing assistance with technology products. While consultants who provide professional services usually charge clients for each project and the amount of time spent for it, support teams are usually paid a monthly or yearly fee.

crm software selection services  Services and Support Professional services address very specific needs, such as public relations, portfolio management, software engineering, etc. They are provided by specialized individuals, companies, or departments within a company. Even though support may be considered a part of the professional services business area, a distinction has to be made between the two. Support usually refers to technical support, which is a special type of professional service requiring highly qualified Read More

Daffodil Software


Daffodil Software develops and markets a lineage of Java database servers and replication products. Since its inception, Daffodil Software has designed and developed database products such as Daffodil DB, One$DB and Daffodil Replicator. The company intends its suite of products to enable the development and deployment of software applications, and assist in lowering the total cost of ownership (TCO) of said applications. The company is involved with such open source projects as Compiere, Hybernate, and JBoss. Daffodil Software is headquartered in Haryana, India and was founded in 1999.

crm software selection services  Software Daffodil Software develops and markets a lineage of Java database servers and replication products. Since its inception, Daffodil Software has designed and developed database products such as Daffodil DB, One$DB and Daffodil Replicator. The company intends its suite of products to enable the development and deployment of software applications, and assist in lowering the total cost of ownership (TCO) of said applications. The company is involved with such open source projects as Compiere, Read More