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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 crm


Dynamics CRM
Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) solution comprised of a robust suite of sales, marketing, and customer

crm  CRM Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) solution comprised of a robust suite of sales, marketing, and customer service capabilities. The product offers businesses of all sizes a fast, flexible, and affordable solution for finding, winning, and growing profitable customer relationships. Native Office Outlook integration encourages rapid user adoption, improves productivity, and helps streamline business processes for greater overall impact. Microsoft

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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

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

CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born


Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond. Fast forward to 2001. CRM has gotten fat, and the fatter it gets, it becomes more difficult to understand, more expensive to buy, more difficult to implement, and less likely to satisfy - either buyers of the software or their customers. Keep your eye on the ball: your customers, and your business.

crm  Operational, Analytical, and Collaborative CRM Are Born CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born R. Garland - August 27, 2001 A Brief (!) History of CRM  In the early 90's, paralleling the publication of Hammer and Champy's Reengineering the Corporation , there were three Northern California companies that each had similar visions of incorporating BPR (Business Process Reengineering) concepts into Front Office applications. They were set to break down 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  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

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  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 questionnaire : Industry : Manufacturing Structure : Read More

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.

crm  to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+ 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 . Introduction With CRM so closely bound up with revenue Read More

RFID Workbench: Understanding the Basics


Radio frequency identification (RFID) helps actualize the perfect integration of logistical and commercial chains and its use is rising in the US and Europe among large companies; government departments; and industries. Setting up RFID requires a validation test on a defined perimeter that involves the processes that have the most direct impact on your activity to see how RFID will affect your environment.

crm  Workbench: Understanding the Basics RFID Workbench: Understanding the Basics If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader . The emergence of radio frequency identification (RFID) technology as a force in the supply chain has created the need for middleware that can manage the flow of data between tag readers and enterprise applications in order to facilitate intelligent use of information generated by RFID tags. Source : Read More

Single Sign-on (SSO): Truths and Myths


Technology products always seem to come out strong, and then wither under intense scrutiny. This was the case with single sign-on (SSO). However, any product driven by strong need will reinvent itself to address the problems it contains. With SSO, a number of myths have now been exploded. Find out why it may be time for you to evaluate SSO for your company. Myth #1: You can’t get true SSO.

crm  Sign-on (SSO): Truths and Myths Single Sign-on (SSO): Truths and Myths If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. OneSign® Single Sign-On provides a solution that is radically easy to implement - streamlining and tightening security without requiring any scripting, modifications to existing directories or applications, or inconvenient changes to end-user workflow. OneSign SSO enables convenient access to any and all Read More

These Are the Times of CRM Vindication and Validation - Part 1


Some previous TEC blog posts have discussed the benefits (but also the inevitable caveats) of white papers, including the all-too-common vendors’ self-serving marketing fluff and buzzword verbiage, and about their (un)intended audiences. As part of my daily routine of doing research on vendors and their strategies and offerings, I’ve read a ton of white papers in the last

crm  Are the Times of CRM Vindication and Validation - Part 1 Some previous TEC blog posts have discussed the benefits (but also the inevitable caveats) of white papers, including the all-too-common vendors’ self-serving marketing fluff and buzzword verbiage, and about their (un)intended audiences. As part of my daily routine of doing research on vendors and their strategies and offerings, I’ve read a ton of white papers in the last decade or so. And yes, these have ranged from blatant and flamboyant Read More

Seven Steps to Flawless Business Intelligence


Business intelligence (BI) capabilities transform vast amounts of data into relevant information that organizations rely on to make decisions and manage performance. Most companies have some form of BI, and most are familiar with its benefits. However, in order to extract maximum advantage from BI initiatives, it is necessary to be aware of—and avoid—their seven “fatal flaws.”

crm  Steps to Flawless Business Intelligence Seven Steps to Flawless Business Intelligence If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Business Intelligence provides organisations with the capability to present the large amounts of data tied up in application databases in formats that can be used to base effective decision-making and to give competitive advantage. Source : Colman Resources Related to Business intelligence (BI) : Read More

Ptak Associates LLC


Based in New Hampshire, Ptak Associates provides IT analysis. The company also conducts surveys, produces white papers, organizes presentations, and provides consulting services.

crm  Associates LLC Based in New Hampshire, Ptak Associates provides IT analysis. The company also conducts surveys, produces white papers, organizes presentations, and provides consulting services. Read More

These are the Times of CRM Vindication and Validation - Part 2


Part 1 of this blog series analyzed two white papers entitled “Customer Relationship Management: The Winning Strategy in a Challenging Economy” and “Maximizing CRM Effectiveness During Lean Times,” authored by Microsoft Dynamics CRM and Oracle CRM, respectively. My post made the case for forward-looking enterprises to leverage customer relationship management (CRM) solutions to

crm  are the Times of CRM Vindication and Validation - Part 2 Part 1 of this blog series  analyzed two white papers entitled  “Customer Relationship Management: The Winning Strategy in a Challenging Economy”  and  “Maximizing CRM Effectiveness During Lean Times,”  authored by  Microsoft Dynamics CRM  and  Oracle CRM , respectively. My post made the case for forward-looking enterprises to leverage  customer relationship management (CRM)  solutions to help them both weather the ongoing Read More

LMS Can Help Regulate Good Ethical Practices


When we talk about the benefits of learning management systems (LMS), training and employee competency usually come to mind. For that reason, LMS is often considered a less-than vital business activity (since it doesn’t address “core” business issues). Add to that the fact that nobody really enjoys training, and you’ve got a recipe for, well, no LMS. However, when it comes to compliance issues

crm  Can Help Regulate Good Ethical Practices When we talk about the benefits of learning management systems (LMS), training and employee competency usually come to mind. For that reason, LMS is often considered a less-than vital business activity (since it doesn’t address “core” business issues). Add to that the fact that nobody really enjoys training, and you’ve got a recipe for, well, no LMS. However, when it comes to compliance issues—that bugbear of service industries—you may find you Read More

Web Application Security: The Truth about White Box Testing versus Black Box Testing


Information security managers, quality assurance staff, and developers are faced with the enormous responsibility of keeping Web applications secure from the ever-growing menace of hackers and internal threats alike. So how can they protect sensitive data without exhausting internal resources, overspending the budget, or being forced to use costly manual penetration testing using external consulting firms?

crm  Application Security: The Truth about White Box Testing versus Black Box Testing Web Application Security: The Truth about White Box Testing versus Black Box Testing If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Cenzic provides software and SaaS solutions for dynamic, black box testing of Web applications to protect your Website against hacker attacks. Source: Cenzic Resources Related to Web Application Security: The Truth about Read More

A New Look on the Horizon for TEC


Technology Evaluation Centers (TEC) has announced that it will be launching its redesigned web site on February 14, 2007. The announcement comes after months of information gathering and a refocus on its core competencies of enterprise software selection.

crm  New Look on the Horizon for TEC A New Look on the Horizon for TEC Montreal, Canada, February 8, 2007 – Enterprise software analyst firm, Technology Evaluation Centers (TEC) further assists software purchasers by redesigning its web site to reflect its software selection methodology. Technology Evaluation Centers (TEC) has announced that it will be launching its redesigned web site on February 14, 2007. The announcement comes after months of information gathering and a refocus on its core competencies Read More