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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 solution audit buy in


The Real Challenge of CRM: Employee Buy-In
Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has

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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.

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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Challenges of the Future: The Rebirth of Small Independent Retail in America


By any measure, retailers are overwhelming small businesses. More than 95 percent of all retailers have only one store. Almost 90 percent have sales less than $2.5 million (USD), and more than 98 percent have fewer than 100 employees. To compete, small businesses need to be innovative, and understand both personalization and value, and how to execute best practices to build success.

crm solution audit buy in  said, What really good CRM allows a small store to do is go back to the future, to the time when retailers knew the names of their customers, knew what they wanted. The ability to proactively micro-market, to mail merge a postcard or letter that says, ?I'm certain that because you bought X you'll like to know we just got Y,' is very powerful stuff. Many of the profiled retailers we spoke with are making use of this new technology to help identify, segment and understand their best customers better with Read More

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 solution audit buy in  waste of time. Every CRM solution can store phone numbers and addresses. Now, if your requirement is to “validate manually entered addresses as correct” or “relate organizations to other organizations in the CRM using a user defined hierarchy of relationships that are automatically managed and reciprocated through the solution”… well then there are very few vendors that can do this (we know of only two). So if, for example, this is important to your organization, spend time understanding Read More

Achieving Business Intelligence (BI) in Midsize Companies


Like many of today’s IT decision makers, you may be considering a business intelligence (BI) solution for your midsize company. But how do you go about adding BI without disrupting your company? Without breaking the bank? Without having to add staff members with specialties you’ve never even heard of before? This paper helps answer those questions, with practical advice for bringing BI into your midsize company.

crm solution audit buy in  systems. Customer relationship management (CRM) systems. Enterprise resource planning (ERP) systems. Asset tracking systems. Heck, just filing an expense report in a big company can be like trying to pass a bill in Congress— everything is complicated. To a large degree, big companies can't avoid that complexity. They're subject to a lot of legal scrutiny, for one thing. Microsoft, for example, has to be very cautious about how its various business units interact, simply because they're almost Read More

Microsoft Dynamics and the 2007 Microsoft Office System: Integration Highlights


Business management solution users spend most of their time “heads down” in the business application, but they also need to use communication and desktop productivity tools. Thus, business solutions need familiar, easy-to-learn user interfaces. They need to be “process-centric” and role-based. And they need to provide a bridge between the worlds of structured business applications and unstructured desktop productivity software.

crm solution audit buy in  when needed. Figure 5: CRM information can be gathered with InfoPath forms, and uploaded into Microsoft Dynamics CRM. Take client notes with OneNote, and store links to notes within Microsoft Dynamics CRM. Fits With Your Systems When a business management solution works the way your current technology works, it fits easily and seamlessly into your existing systems and helps you maximize your technology investment. Microsoft Dynamics works the way your current technology works and fits easily into your Read More

Decisions, Decisions: Key Issues to Consider in Selecting a Field Service Management Solution


Every company offering field service management and automation solutions will impress you with a long checklist of features: schedule boards, dispatching and routing, work order management, automatic billing, and more. How do you compare products and find the differences that should determine your choice? Download this white paper and read up on some of the key issues to explore as you compare products and providers.

crm solution audit buy in  Decisions: Key Issues to Consider in Selecting a Field Service Management Solution Every company offering field service management and automation solutions will impress you with a long checklist of features: schedule boards, dispatching and routing, work order management, automatic billing, and more. How do you compare products and find the differences that should determine your choice? Download this white paper and read up on some of the key issues to explore as you compare products and Read More

A New Discipline in E-mail Etiquette: Creating Confidence in Enterprise E-mail


E-mail is a powerful business tool that most enterprises can’t live without. Unfortunately, along with its capability of accelerating commerce, productivity, and social interactions, there are some drawbacks—such as spam! Companies that rely on e-mail to do business simply can’t afford the negative affects of spam. However, new technology is emerging that helps stop spam and allows users to get on with business.

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Why Price Shouldn't Be the Final Factor When Investing in Manufacturing ERP Software: The Hidden Expenses Often Found in Low-cost ERP Systems


When it is time to invest in a new enterprise resource planning (ERP) system, a low entry price could be concealing an expensive total cost of ownership. Price should not be the deciding factor. Rather, best fit for your company should be the number one consideration. Download this white paper to learn more about the hidden costs.

crm solution audit buy in  manufacturing ERP Read More

Wireless (In)Security Trends in the Enterprise


Wireless Fidelity (WiFi) has become a mainstream technology offering great benefits and efficiencies but carrying with it unique security challenges. Unsecured WiFi provides an easy target for hit-and-run style attacks allowing hackers to cause severe damage while remaining invisible and undetected. Ignoring the specific requirements for securing their enterprise network and users against WiFi vulnerabilities, businesses risk loss of confidential data, legal fines and penalties, and brand erosion. By following WiFi security best practices and using the right tools, enterprises can reap the benefits of WiFi while protecting their IT infrastructure from WiFi threats.

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Green Beacon Solutions


Green Beacon is a Gold-Certified Microsoft Partner specializing in software, services, and support for Microsoft Dynamics AX, Dynamics CRM and other leading business solutions. Our teambrings the experience of hundreds of successful client implementations, delivering on the company's mission to guide clients to success by providing practical business solutions with a rapid and substantial return on investment. As a well-established business and technology consulting firm, we know the key to every solution deployment is an understanding of the business requirements and objectives of a business enterprise.Green Beacon helps clients by defining critical business drivers and providing business and technology consulting that enables clients to successfully implement and deploy ERP and CRM solutions. Additionally as more and more organizations require on-demand and cost-effective services in the everyday management of their business applications, Green Beacon also lends added-value to our clients through our integrated support service offering, Professional Application Management Services (PAMS). Integrated Support incorporates monitoring, implementation and consultation services for both ERP and CRM applications. We are headquartered in Boston, Massachusetts.

crm solution audit buy in  Microsoft Dynamics AX, Dynamics CRM and other leading business solutions. Our teambrings the experience of hundreds of successful client implementations, delivering on the company's mission to guide clients to success by providing practical business solutions with a rapid and substantial return on investment. As a well-established business and technology consulting firm, we know the key to every solution deployment is an understanding of the business requirements and objectives of a business Read More

Professional Service Strategies that Win: IT’s New Role in the Cloud


Successful enterprise resource planning (ERP) deployment demands a focused examination of the professional services provided by your organization, and the most efficient infrastructure required to support them. You must provide your most important asset—your people—with effective tools that can be accessed remotely, securely, and immediately. Professional service organizations that understand this will be in a strong position to determine the best cloud-based solution for their needs.

crm solution audit buy in  Service Strategies that Win: IT’s New Role in the Cloud Successful enterprise resource planning (ERP) deployment demands a focused examination of the professional services provided by your organization, and the most efficient infrastructure required to support them. You must provide your most important asset—your people—with effective tools that can be accessed remotely, securely, and immediately. Professional service organizations that understand this will be in a strong position to Read More

Role of In-memory Analytics in Big Data Analysis


Organizations today need to handle and manage increasingly large volumes of data in various formats and coming from disparate sources. Though the benefits to be gained from analysis of such big data are immense, so are the inherent challenges, including need for rapid analysis. In his article, TEC BI analyst Jorge García discusses how in-memory analytics helps address these challenges and reap the benefits hidden in big data.

crm solution audit buy in  of In-memory Analytics in Big Data Analysis In a previous article , I discussed big data and the need for a big data solution to handle, manage, and derive valuable insight from large volumes of data in various formats and coming from disparate sources. Here I discuss the role that in-memory technologies plays in big data analysis and the potential of this technology to change the business intelligence (BI) landscape and the industry technology space. But first we need to understand the basics.   A Read More

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 solution audit buy in  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

Compare Leading CRM Software or Process ERP Solutions -- in 10 Minutes or Less


How can we provide you with an accurate. CRM software comparison or an accurate process enterprise resource planning software comparison in 10 min...

crm solution audit buy in  Leading CRM Software or Process ERP Solutions -- in 10 Minutes or Less How can we provide you with an accurate CRM software comparison or an accurate process enterprise resource planning (ERP) software comparison in 10 minutes or less? Simple. We poll the leading CRM / leading process ERP vendors on how well their solutions support the full range of CRM / process ERP features and functions. After verification, we load their responses into our online decision support system (DSS).* This means you 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 solution audit buy in  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