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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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 equity crm reviews


Three Es of CRM
With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate

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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 » equity crm reviews

New Product Development and Introduction (NPDI)


New product development and introduction (NPDI) is probably the most important process for many companies, but also one of the least understood. While NPDI is responsible for revenues, few companies assign an owner for the whole process. Instead, it is usually driven through a series of functional “silos,” causing delay—and the loss of the original market requirements.

equity crm reviews  key to managing brand equity Sales NPDI makes my business more profitable Marketing NPDI is all about hitting the target Engineering Excite customers with great products Manufacturing NPDI must meet consumer quality needs Supply Chain NPDI best practice is designed for supply chain Finance NPDI has to meet my business goals Table 3: What Different Functions Within a Company Say About NPDI And when people care about the same thing but for different reasons, conflicts may arise. NPDI Needs Help Put Read More

What Have Epicor and Activant Been Up To (Post-Merger)?


April 2011 saw the merger of Epicor and Activant Solutions to create a global leader in business software solutions. TEC principal analyst P. J. Jakovljevic sits down with CMO John Hiraoka to discuss the opportunities and challenges created by the merger and the potential synergy of the combined company, Epicor Software Corporation, to grow a wide range of products and industries, a very ambitious yet difficult-to-realize strategy.

equity crm reviews  in late 2008, the equity company Elliott Associates , which had a minority ownership stake in Epicor, tried to organize a coup d'état with an unsolicited offer and potential shareholder, which ultimately was rejected. Epicor and Elliot reached a “standstill” agreement by appointing two outside board members, but while it was Epicor’s tea party–there was drag as these types of hedge funds can be disruptive, obstructionist, only caring about short-term shareholder value at the expense of further Read More

Mountainous Investment Transforms Enterprise Management Software Vendor


After decades of father-son stewardship, Deltek has been transformed by a New Mountain Capital LLC majority capital investment. Already a recognized enterprise resource planning leader for North American project-based businesses, Deltek is now looking to strengthen its global position.

equity crm reviews  direct investment in growth equity transactions, leveraged acquisitions, and management buyouts. To that end, it focuses on niche, cash-flow-rich opportunities, as with other past investments such as Overland Solutions and National Medical Health Card Systems. There have been no major changes in operations at Deltek as a result of the investment by New Mountain, nor there have been any staff reductions. Ken deLaski initially continued as Deltek's chair and chief executive officer (CEO), and was joined on Read More

Will Sage Group Cement Its SME Leadership with ACCPAC and Softline Acquisitions? Part Five: Market Impact of Joint Effort


"Freedom of choice" and "openness" mantras have been professed independently by both Best and ACCPAC, which bodes well for the joint effort going forward, but ACCPAC also brings many other missing parts to the Sage/Best collection.

equity crm reviews  will dispute Microsoft's brand equity, Best could find its consumer product equivalent in ACT!, which has long been loved by the salespeople who use it. Furthermore, Best, ACCPAC and Intuit , owing to their respective Peachtree, Simply Accounting , and QuickBooks entry-level accounting products, benefit from huge migration feeder bases, and are thus able to cut the air supply for the likes of MBS, Exact , or SAP . However, of these three, Best has achieved the largest success at the upper level of the Read More

Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM




equity crm reviews  Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM Read More

EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

equity crm reviews  CRM The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules. Read More

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

equity crm reviews  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 Library ensures correct document versioning and allows users Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

equity crm reviews  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More

CRM without Compromise: A Strategy for Profitable Growth


When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at the bigger picture from a customer perspective. But organizations that can build a business-centric system flexible enough to quickly respond to changing customer needs will have a sustainable competitive advantage and enjoy profitable growth for years to come.

equity crm reviews  without Compromise: A Strategy for Profitable Growth CRM without Compromise: A Strategy for Profitable Growth If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Founded in 1972, SAP has a rich history of innovation and growth as a true industry leader. SAP currently has sales and development locations in more than 50 countries worldwide and is listed on several exchanges, including the Frankfurt Stock Exchange and NYSE under the symbol Read More

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


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

equity crm reviews  ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II) Part I of this blog topic has revisited Agresso 's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships.  Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA , but the analysis of this potential Read More

CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

equity crm reviews  Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture Featured Author - Glen S. Petersen - October 22, 2004 Review In the previous article of this series (see Searching And Establishing The Business Parameters Of CRM ) it was established that customer relationship management (CRM) is an industry where the technology has outpaced the 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.

equity crm reviews  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

Maximizer CRM


Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and desktop. It offers simple-to-use list-based views, with customizable column setups and reports to display all the important details of each contact on one screen. It is easily configurable for organizations in any industry and is a key tool to optimize sales processes, enhance marketing initiatives, and improve customer service. Maximizer Software offers both on-premise and cloud-based solutions.  

equity crm reviews  CRM Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and desktop. It offers simple-to-use list-based views, with customizable column setups and reports to display all the important details of each contact on one screen. It is easily configurable for organizations in any industry and is a key tool to optimize sales processes, enhance marketing initiatives, and improve customer service. Maximizer Read More

TEC 2011 CRM Buyer's Guide


The new TEC 2011 CRM Buyer's Guide makes it easy.

equity crm reviews  2011 CRM Buyer's Guide Want to know all about the dramatic changes in customer relationship management (CRM) software and how it impacts the way companies are doing business? The new TEC 2011 CRM Buyer's Guide makes it easy. Get the inside story on CRM innovation in cloud computing mobile CRM social CRM extended CRM functionality You'll learn about the benefits and drawbacks of the biggest trends in CRM. And how the latest CRM technology can make your company more profitable and competitive. The latest Read More