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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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 evaluation guide for crm software


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

evaluation guide for crm software  this fact. Your own evaluation and due diligence should always take precedence over the results of any reference call or site visit. The visits may however surface some issues that require follow up or further information from the vendor. Our favorite reference question: “What surprised you?” Implementation Approach and Resources After you purchase the software or sign a SaaS subscription agreement, your next step is to actually implement the solution. Depending on the level of complexity you may

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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

Customer Relationship Management (CRM) Software Evaluation Report

This comprehensive, customer relationship management (CRM) Software Evaluation Report covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria. 

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Documents related to » evaluation guide for crm software

An Amateur Software Buyer’s Guide to Outplaying Vendors


Whether it is an enterprise resource planning (ERP), a customer relationship management (CRM), or any other system, acquisition and deployment of enterprise class software is usually a significant move for a company of any size and industry. It leads to disruption of the company’s business activities, so much so that hardly any employee is left unaffected during such a major project.

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Software Evaluation, Selection, and Contract Negotiation


Most articles about the pitfalls of software implementation projects highlight the mistakes made during implementation. Examples include poor project management, scope creep, uncommitted users, or lack of an executive sponsor. All of these areas of focus are valid, but often we forget that before starting the implementation, somehow we had to choose a package and sign a contract.

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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

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TEC and SupplyChainBrain Present 2008 ERP-Distribution Software Buyer's Guide for the Mid-market


Technology Evaluation Centers (TEC) has partnered with SupplyChainBrain, publisher of Global Logistics & Supply Chain Strategies, to produce the industry-leading 2008 ERP-Distribution Buyer’s Guide—specifically aimed at the mid-market.

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Everest Software Inc.


Founded in 1994, Everest Software is a privately-held, multinational software company headquartered in Dulles, Virginia (US). Everest Software has nearly 300 employees. The company has developed Everest, a business management solution for small and mid-size businesses in the wholesale, distribution, retail, and e-commerce industries. Over 3,000 small business in 49 countries use Everest, which was the winner of the 2004 SIIA Codie Award for Best Business Software Product. In 2009, Everest was acquired by Versata Enterprises. Versata revitalizes best-of-breed companies for the sake of customer success, often extending and evolving products for the long term. The current reach of Versata’s companies is broad and the family grows each year through the acquisition of additional leading solution providers.

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ERP Software Review: GLOVIA G2 for Discrete Manufacturing


EXAMPLE: ERP Software Review: DEACOM ERP for Process Manufacturing This enterprise resource planning (ERP) software report examines the ERP software by Glovia International and its support for discrete manufacturing processes against known benchmarks. It assesses GLOVIA G2 by Glovia International for ERP functionality and reviews the product’s support capacity with a focus on:

  • Financials
  • Human Resources
  • Manufacturing Management
  • Inventory Management
  • Purchasing Management
  • Quality Management
  • Sales Management

The report also contains an independent analyst’s review of the ERP software based on a demonstration provided by Glovia International. The review identifies the features of GLOVIA G2 that distinguish it from other ERP for discrete manufacturing solutions, including its ability to grow with expanding manufacturing businesses, its extensive data processes capabilities, and its code comparison and modification functions. The analyst also outlines the software provider’s implementation process, support model, and target user base.

GLOVIA G2 achieved TEC certification status for its ERP software solution by completing TEC’s certification program which includes a demonstration of the ERP software’s support for specific real-world business processes and a detailed functional benchmarking analysis.

Based on a demonstration of GLOVIA G2, a TEC analyst has assessed the ERP software’s features, evaluating the software against known industry benchmarks, to determine that GLOVIA G2 is a strong discrete manufacturing ERP system.

Download this software review report for product analysis and comparison, and in-depth analyst commentary, and to learn more about how GLOVIA G2 by Glovia can help to-order manufacturers achieve their ERP objectives

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Perfect Software


Located in Arcadia, California (US), Perfect Software has been supplying personal computer (PC) and Application System 400 (AS/400) custom accounting software to small to medium size businesses for over 20 years. Perfect Software is an IBM Partner in Development.

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Flexi Software


FlexiInternational Software, Inc. ("Flexi") provides business accounting solutions. The FlexiFinancials Enterprise Suite consists of accounting applications and components that are sold directly and through partnership programs, including private label partnerships (FIP). Flexi has been providing scalable, high volume processing, international solutions to financial services, banking, insurance, and other service organizations across the globe for over a decade.

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iScala ERP Software


Epicor’s iScala enterprise resource planning (ERP) software enables businesses to automate and manage their standard business processes, and includes an e-business infrastructure focusing on a fully integrated set of ledgers. Among the software’s many features are: multi-dimensional account structure, currency and ledger revaluation, continuous and periodic consolidation, cash flow forecasting, automatic payments with payment ledger integration.    

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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.  

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