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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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 free software selection crm

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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Documents related to » free software selection crm

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.

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Pronto Software, ERP Vendor


Pronto Software—Australian vendor of software meeting the needs of a range of vertical industries such as retail and food and beverage—wants to ensure it sustains profitable growth. To find partnerships with value-added resellers (VARs) in North America and in other markets, Pronto relies on Technology Evaluation Centers’ (TEC’s) software industry programs. Learn about the other ways Pronto benefits from using TEC.

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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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CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

free software selection crm  button to try the free software selection tool) CRM White Papers Questions? Comments? Want to learn more? Sound off below. Read More

The Path to ERP for Small Businesses, Part 3: Selection of ERP Software


The third and final part of the path to ERP for small businesses series describes the software selection stage, including the dos and don’ts during vendor product demos, how to create a shortlist, and finally selecting the vendor that provides the best product and services for your needs.

free software selection crm  Path to ERP for Small Businesses, Part 3: Selection of ERP Software Parts 1 and 2 of this series described the processes of research and evaluation of enterprise resource planning (ERP) software. At the end of these two stages, you should have a pretty good idea which type of software might fit the needs of your organization and which vendors might provide this solution. Part 3 will describe the final stage—selecting the software that best fits your specific needs. You started by defining the main Read More

Software Services


Espire provides software-consulting services to clients globally as a partner to conceptualize and realize technology-driven business transformation initiatives. The company leverages its global delivery model to accelerate schedules with a high degree of time and cost predictability. Espire's approach focuses primarily on new methods of conducting business, combining IT innovation and adoption while at the same time leveraging an organization's current IT assets.  

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The Complete Buyer's Guide for Payroll Software


When selecting and deploying a new payroll software solution, there are many factors to take into consideration, including timing, data transfer and conversion, and side-by-side processing. In addition to specific software features and functionality, it’s important to choose a vendor known for experience in the payroll software industry. Read this guide by Sage to gain useful information before buying a software solution.

free software selection crm  Complete Buyer''s Guide for Payroll Software When selecting and deploying a new payroll software solution, there are many factors to take into consideration, including timing, data transfer and conversion, and side-by-side processing. In addition to specific software features and functionality, it’s important to choose a vendor known for experience in the payroll software industry. Read this guide by Sage to gain useful information before buying a software solution. Read More

Software Development


DataArt's software expertise spans a range of programming languages, databases, and networking systems on Windows and Unix platforms. The company has experience with C, C++, ASP, .NET (C#, ASP.NET, VB.NET), DHTML, VB, Perl/PHP, MS SQL, MySQL, Oracle, COM+, XML/XSL, OC4J, Java, and J2EE. Its application expertise includes Internet/intranet data and knowledge management, e-business, content management, project management, and B2C portal technologies.    

free software selection crm  Development DataArt''s software expertise spans a range of programming languages, databases, and networking systems on Windows and Unix platforms. The company has experience with C, C++, ASP, .NET (C#, ASP.NET, VB.NET), DHTML, VB, Perl/PHP, MS SQL, MySQL, Oracle, COM+, XML/XSL, OC4J, Java, and J2EE. Its application expertise includes Internet/intranet data and knowledge management, e-business, content management, project management, and B2C portal technologies. Read More

Software-As-a-Service Primer for Independent Software Vendors


Learn what s required for a successful migration to SaaS in SaaS Primer for Independent Software Vendors.

free software selection crm  As-a-Service Primer for Independent Software Vendors The SaaS revolution is here to stay. As an independent software vendor (ISV), you must be able provide SaaS solutions—or run the risk of losing ground. But transitioning all or part of your software applications to the SaaS model can be tricky without the right information. Learn what’s required for a successful migration to SaaS in SaaS Primer for Independent Software Vendors . You’ll learn about executing the critical 4 Rs: Read More

Ultimate Software


Ultimate Software delivers cloud-based human capital management (HCM) solutions that help businesses personalize talent acquisition, simplify payroll computations, manage time and attendance, and support proactive, strategic talent management. Founded in 1990, Ultimate Software supports thousands of customers, representing diverse industries and managing millions of employees across the world. Ultimate Software operates with a commitment to always put people first. This philosophy is the underlying fabric for Ultimate’s corporate culture, its partnership with customers, and the strategy when designing its solutions. In 2014, Ultimate Software ranked 20th on Fortune magazine’s annual list of the 100 Best Companies to Work For in the Unites States—its third consecutive year on the list—and they were recognized as a ‘leader’ in Nucleus Research’s HCM Technology Value Matrix 1H 2014. In 2013, Ultimate was awarded the highest rating by Constellation Research in its Cloud Buyer’s Bill of Rights Certification.

free software selection crm  Software Ultimate Software delivers cloud-based human capital management (HCM) solutions that help businesses personalize talent acquisition, simplify payroll computations, manage time and attendance, and support proactive, strategic talent management. Founded in 1990, Ultimate Software supports thousands of customers, representing diverse industries and managing millions of employees across the world. Ultimate Software operates with a commitment to always put people first. This philosophy is the Read More

Global Software


Established in 1981, Global Software, Inc. is a privately owned company located in Raleigh, North Carolina (US). Their analytics suite, which includes Spreadsheet Server, Executive DASH, Cost Analyzer, and Budget Manager, is compatible with enterprise resource planning packages such as BPCS, Infinium, MOVEX, Oracle®, SAP®, Jack Henry, and J.D. Edwards, and runs on iSeries/AS/400, Oracle®, SQL Server, and Microsoft Access DB. With over over 1,000 customers and 3,500 installations worldwide, Global Software’s products are used in 39 countries. Global's European headquarters are in London, UK, and they have distributors in the United Kingdom, Canada, Australia, Italy, Spain, Mexico, New Zealand, Germany, Switzerland, France, Denmark, and Israel.

free software selection crm  Software Established in 1981, Global Software, Inc. is a privately owned company located in Raleigh, North Carolina (US). Their analytics suite, which includes Spreadsheet Server, Executive DASH, Cost Analyzer, and Budget Manager, is compatible with enterprise resource planning packages such as BPCS, Infinium, MOVEX, Oracle®, SAP®, Jack Henry, and J.D. Edwards, and runs on iSeries/AS/400, Oracle®, SQL Server, and Microsoft Access DB. With over over 1,000 customers and 3,500 installations Read More

3C Software


3C Software, founded in 1988 in Atlanta, Georgia (US), has taken a comprehensive approach to developing cost management solutions for process and complex manufacturers. Through interviews with everyone involved in cost management—from accountants to engineers to chief financial officers (CFOs)—3C software creates a solution that offers functionality that is both comparable with any accounting method and integrative with other enterprise and manufacturing systems.

free software selection crm  Software 3C Software, founded in 1988 in Atlanta, Georgia (US), has taken a comprehensive approach to developing cost management solutions for process and complex manufacturers. Through interviews with everyone involved in cost management—from accountants to engineers to chief financial officers (CFOs)—3C software creates a solution that offers functionality that is both comparable with any accounting method and integrative with other enterprise and manufacturing systems. Read More

Vero Software


Vero Software is a world leader in CAD CAM software with a proven track record of reliable product delivery. Vero develops and distributes software for aiding the design and manufacturing processes, providing solutions for the tooling, production engineering, sheet metal, metal fabrication, stone and woodworking industries.

free software selection crm  Software Vero Software is a world leader in CAD CAM software with a proven track record of reliable product delivery. Vero develops and distributes software for aiding the design and manufacturing processes, providing solutions for the tooling, production engineering, sheet metal, metal fabrication, stone and woodworking industries. Read More

CheckMark Software


Founded in 1984, CheckMark Software is dedicated to providing accounting and payroll software for small to medium businesses. In 1985, CheckMark was one of the first companies to create accounting software for Macintosh, and followed up with a Windows version in 1994.

free software selection crm  Software Founded in 1984, CheckMark Software is dedicated to providing accounting and payroll software for small to medium businesses. In 1985, CheckMark was one of the first companies to create accounting software for Macintosh, and followed up with a Windows version in 1994. 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

free software selection 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