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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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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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 software selection tips 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 » software selection tips 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.

software selection tips crm  step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections 5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Aplicor delivers Web-based CRM , ERP and accounting software to global midmarket and enterprise organizations. Unique strengths include an intuitive user interface to promote a positive user experience, Source : Read More

Tips for Researching Enterprise Solutions


Given the majority of participants in a selection committee are not enterprise software specialists, quality enterprise research on applications is crucial. Even if you are employing consultants (with their cute business attire and boxes of love they give during the holidays---my PM brother-in-law once scored a leather jacket, but I digress), it’s still important to be well versed about the

software selection tips crm  committee are not enterprise software specialists, quality enterprise research on applications is crucial. Even if you are employing consultants (with their cute business attire and boxes of love they give during the holidays---my PM brother-in-law once scored a leather jacket, but I digress), it’s still important to be well versed about the solution sets you are considering. Having been an editor at TEC for over four years now, I’ve done my fair share of Internet research on enterprise applications. Read More

5 Common Hurdles During the ERP Selection Process-And How You Can Avoid Them


With so many different enterprise resource planning (ERP) applications on the market, selecting the right solution can be extremely time-consuming and daunting. In fact, according to a recent study, nearly three-quarters of manufacturers are dissatisfied with their current systems. However, following a clearly defined selection process—and learning from the mistakes of others—can drastically improve your chances of success.

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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

software selection tips crm  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 : National Site : 21–40 sites Nature of business : Manufacturer (or producer) Total budget and total users Read More

Software Selection Horoscopes for January 2008


Come on, admit it: you read your horoscope. Maybe not every morning. But you do read it, even if just for comic relief, or because it allows you to feel a surge of superiority before you head out the door to scrape your car or pummel your way onto public transport. Either way, reading your horoscope is a pleasant diversion. But here's a horoscope for the new year that provides you with more

software selection tips crm  useful tips about the software selection process, and links to valuable software evaluation resources. Aries: Don’t just start that software selection process— finish it . But you’ve got to realize that sending out request for proposal (RFP) templates to the vendors on your shortlist, and creating a scripted demo may be more than you can handle alone, no matter how independent you are. Exercise your brilliant leadership skills: delegate to your nearest and dearest Libra. Taurus: Though often your Read More

California Software Labs,


Located in Pleasanton, California (US), California Software Labs (CSWL Inc.) is a customer software solutions provider and a wholly owned subsidary of California Software Co. Ltd. (Calsoft), located in Chennai, India. Calsoft is a public company listed on the Indian stock exchanges and is certified Capability and Maturity Model Integration (CMMi) level 5. Founded in 1992, Calsoft is financially supported by Chemoil Corporation (US), Itochu Corporation (Japan), and Industrial Development Bank of India (IDBI). CSWL has over 50 software engineers in the US and over 400 software professionals in India, in Chennai, Bangalore, and Cochin. It has operations in the United Kingdom (UK), Japan, and Singapore.

software selection tips crm  Software Labs, Located in Pleasanton, California (US), California Software Labs (CSWL Inc.) is a customer software solutions provider and a wholly owned subsidary of California Software Co. Ltd. (Calsoft), located in Chennai, India. Calsoft is a public company listed on the Indian stock exchanges and is certified Capability and Maturity Model Integration (CMMi) level 5. Founded in 1992, Calsoft is financially supported by Chemoil Corporation (US), Itochu Corporation (Japan), and Industrial 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.    

software selection tips 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

abas Business Software


abas Business Software is an ERP and e-business application designed specifically for manufactures in assemble-to-order (ATO), make-to-order (MTO), and engineer-to-order (ETO) environments. The abas Business Software brand includes the following products: abas ERP for production abas Distribution for distribution, wholesale, and service companies the abas eB e-business solution New functions and technologies are added to the standard software with each new version. abas Business Software is currently offered in 28 languages and can be run on the Linux, Unix, and Windows platforms. ABAS has been a supporter of the open-source Linux operating system since 1995. Approximately 80 percent of over 2,300 abas installations are Linux-based. abas Business Software includes the following functionality: sales and sales order processing shipping purchasing and purchase order processing warehouse management scheduling logistics materials management materials resource planning (MRP) production and production planning and control (PPC) financial accounting fixed asset accounting cost accounting eBusiness

software selection tips crm  Business Software abas Business Software is an ERP and e-business application designed specifically for manufactures in assemble-to-order (ATO), make-to-order (MTO), and engineer-to-order (ETO) environments. The abas Business Software brand includes the following products: abas ERP for production abas Distribution for distribution, wholesale, and service companies the abas eB e-business solution New functions and technologies are added to the standard software with each new version. abas Business 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.

software selection tips 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

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.

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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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Frontier Software Ltd


Frontier Software is a human resource (HR) and payroll software vendor. It provides solutions to tier one, two, and three companies with a variation of active server pages (ASP), inhouse, and outsourced services. Frontier Software, founded in 1993, has offices on three continents and headquarters in Melbourne, Victoria (Australia). The company has installations in twelve countries and a licensed user base of over 1,300 clients.

software selection tips crm  Software Ltd Frontier Software is a human resource (HR) and payroll software vendor. It provides solutions to tier one, two, and three companies with a variation of active server pages (ASP), inhouse, and outsourced services. Frontier Software, founded in 1993, has offices on three continents and headquarters in Melbourne, Victoria (Australia). The company has installations in twelve countries and a licensed user base of over 1,300 clients. 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.

software selection tips 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

TIBCO Software


TIBCO Software Inc. (NASDAQ: TIBX) is a business integration and process management software company. In January 1997, TIBCO Software Inc. was established as a separate entity (from former Teknekron) to create and market software solutions for use in the integration of business information, processes, and applications. Now TIBCO focuses on leveraging and extending the capabilities of its software to help companies move toward predictive business. TIBCO has delivered its real-time business-enabling solutions to more than 2,000 customers around the world and in a variety of industries.

software selection tips crm  Software TIBCO Software Inc. (NASDAQ: TIBX) is a business integration and process management software company. In January 1997, TIBCO Software Inc. was established as a separate entity (from former Teknekron) to create and market software solutions for use in the integration of business information, processes, and applications. Now TIBCO focuses on leveraging and extending the capabilities of its software to help companies move toward predictive business. TIBCO has delivered its real-time Read More