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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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 integrate crm process


CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity
Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that

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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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Process Manufacturing Software: A Primer


This article defines process manufacturing; discusses its formulation, packaging, and pricing issues; talks about interfaces; and provides cautions and caveats.

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(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

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The Web-Enabled Sales Process


Traditional enterprise-level sales strategies are no longer sufficient in bringing new customer accounts. Today's self-directed buyers delay sales contact and pre-qualify solutions via the Internet. Sales can leverage this medium by understanding the buy cycle to deliver value and begin an influential on-line relationship.

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10 Steps to a Successful CRM Implementation


When selecting or implementing a customer relationship management (CRM) solution, a mistake or error in judgment can be extremely costly. That’s why you should be aware of the ten basic steps to a successful CRM implementation. Even if you’ve already identified the reasons why your organization needs a CRM system, where do you go from there?

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The Development Process Made Easy


Life cycle development can be a complicated and intimidating process for many organizations. Are you struggling to adapt the development process successfully to your own projects? Do you want to use various formal life cycle processes such as Agile, Incremental, Spiral, and Waterfall, or various informal processes, such as extreme programming (XP) and others? Are you burdened by the development process? This paper will explain how you can simply and easily adopt any life cycle process.

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VDoc Process


VDoc Process for IBM Websphere Portal Server or Lotus Domino is a business process automation solution that allows SMBs and corporate departments to place the responsibility for developing business process-driven applications in the hands their business managers. From administration, finance, and human resources, to customer service, quality, and marketing, non-IT staff can draw and generate collaborative applications without programming or IT skills. They can also follow up and track events; pilot processes with reports and indicators; and capitalize on existing infrastructures to build collaborative portals.  

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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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Process vs Discrete ERP


When researching the right manufacturing software for your business, it is important to realize there is a difference between process and discrete software. A discrete software solution for a process manufacturing company will inevitably fall short, but after you identify your manufacturing operation and requirements, what is the next step? Learn about what guidelines to follow when viewing manufacturing software to ensure your company needs are addressed.

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TEC 2011 CRM Buyer's Guide


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

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Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

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