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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


YOur CRM Solution in Our 2011 CRM Buyer's Guide
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crm solution  CRM Solution in Our 2011 CRM Buyer's Guide YOur CRM Solution in Our 2011 CRM Buyer's Guide Here's your chance to highlight your CRM solution to more than a million sales, marketing, and finance executives with the 2011 TEC Customer Relationship Management (CRM) Buyer's Guide*. Don't miss this unique opportunity to reach our large, targeted IT audience Promoted to more than a million TEC members and newsletter subscribers—and sent to thousands of qualified companies that have evaluated CRM software

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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  

Evaluate Now

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Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

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The Case for a New CRM Solution


CRM software has gone well beyond being a "good to have" capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution.

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Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+


I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com.

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Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)


Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The

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Midmarket/Enterprise ERP Solution Comparison Guide


The Midmarket/Enterprise ERP Solution Comparison Guide makes it easy to compare the most popular ERP systems including solutions from leading vendo...

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The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

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Xperia Executiv Solution Series


The Xperia EXECUTIV Solution Series takes an evolutionary step beyond helping your company run business better, by providing a flexible, targeted approach to solving the most critical issues impacting companies today. Years of customer-driven development have produced an extensive base of functionalities, proven to provide exceptional value and to enable companies to optimize operations and maintain profitability. Xperia matches the exact set of functionalities required to meet a company's most pressing business and technical needs. Morevoer, when needed, it is possible to extend the solution's capabilities to provide even greater value using web technology. Xperia offers a full suite of applications that will run a business seamlessly. The solutions include all aspects of customer service, such as order entry, inventory allocation, credits, returns, invoicing, sales-rep commissions, and quotas. Xperia is a full production suite of applications for the importer as well as the domestic manufacturer; it includes component inventory; purchasing; bill of material (BOM) with product specifications and full cost sheet analysis; planning capabilities (automatic forecasts as well as manual); work-order issue, tracking, and receiving; container creation; vessels; bill of lading; customs; and container tracking and receiving. All the systems are integrated with the financials and create automatic feeds. Xperia offers accounts payable, accounts receivable, general ledger, and letter of credit system as part of the financials. Additional system features include e-mail spooled file capabilities, history, security, and business-to-business (B2B) applications.  

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10 Steps to Purchasing a Web Conferencing Solution


To help you out, here's a handy white paper called 10 steps to purchasing a web conferencing solution.

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Research Note: CRM Technology Value Matrix-First Half 2012


Many companies are evaluating additions, upgrades, and changes to their core CRM solutions because of the innovations vendors are driving in areas such as social collaboration, mobile access, and analytics. In turn, vendors are accelerating the pace of upgrades and new functionality delivery. The Technology Value Matrix evaluates the usability and functionality of solutions that support sales, marketing, and customer service. Get details.

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How to Sell Management on a New CRM Solution


CRM solutions can help small and midsize companies manage the myriad ways they interact with customers—from marketing to new and potential customers to improving their customer support. These solutions integrate new social and collaboration tools, making it easier to connect with customers, and are available via the cloud, making CRM more affordable for smaller companies. Know all the reasons you need a CRM solution.

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