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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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 software selecton methodology 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

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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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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Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

software selecton methodology crm  most aspects of enterprise software, it''s not that simple or clear-cut. As the chart below shows, each of the three vendors had a first-place finish in one of the main modules. CRM Main Module Rankings What, then, do the overall rankings suggest? In the broadest sense, if your organization is largely sales force–driven, Microsoft, the overall winner, may indeed be the best solution to look at. But if marketing initiatives and programs are the key drivers to your organization’s success, then Sage, 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 selecton methodology 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

Agiline CRM : Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base 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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UA Business Software


Advanced Software Development was founded in 1992. Its UA Business Software became a Cloud ERP Software solution that was adopted by over 4,000 companies across dozens of industries around the world. ASD’s partner network grew to consist of over 400 resellers and service partners. For nearly two decades, UA Business Software resellers implemented and extended UA Business Software’s Cloud ERP Software for industry-specific purposes. The UA community of users and partners forms the nucleus of a growing ecosystem for its software. As these customers seek to move their ERP implementations to the cloud, and as UA partners seek to create cloud businesses, its Cloud ERP Software provides a natural migration path for companies.

software selecton methodology crm  Business Software Advanced Software Development was founded in 1992. Its UA Business Software became a Cloud ERP Software solution that was adopted by over 4,000 companies across dozens of industries around the world. ASD’s partner network grew to consist of over 400 resellers and service partners. For nearly two decades, UA Business Software resellers implemented and extended UA Business Software’s Cloud ERP Software for industry-specific purposes. The UA community of users and partners forms the Read More

BNA Software


Established in 1983, BNA Software specializes in publishing tax software applications for professionals. Many of the company's programs are category standards. BNA Software is a division of Tax Management Inc., a provider of authoritative tax analysis, reference, and notification. Tax Management Inc., in turn, is part of The Bureau of National Affairs, Inc. (BNA), a publisher of print, CD-ROM, and Web-based news and information. BNA Software helps clients select fixed-asset solutions, and offers technical support as well as a fixed-asset data conversion service. The company is located in Arlington, Virginia (US).

software selecton methodology crm  Software Established in 1983, BNA Software specializes in publishing tax software applications for professionals. Many of the company''s programs are category standards. BNA Software is a division of Tax Management Inc., a provider of authoritative tax analysis, reference, and notification. Tax Management Inc., in turn, is part of The Bureau of National Affairs, Inc. (BNA), a publisher of print, CD-ROM, and Web-based news and information. BNA Software helps clients select fixed-asset solutions, and 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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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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Maximizer CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base 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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The Benefits of Selecting a CRM Implementation Partner


As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

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Software AG


Software AG helps organizations achieve their business objectives faster. The company’s big data, integration and business process technologies enable customers to drive operational efficiency, modernize their systems and optimize processes for smarter decisions and better service.

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Enterprise CRM Platform (ECP)


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Saba Software


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software selecton methodology crm  Software Founded in 1997, Saba (NASDAQ: SABA) is a global provider of strategic human capital management (HCM) software and services. Saba’s people management solutions are used by more than 1,300 organizations and over 17 million end users worldwide. Its customers include ABN AMRO, Bank of Tokyo-Mitsubishi UFJ, BMW, Dell, Lockheed Martin, Tata Consultancy Services, and the U.S. Army and U.S. Navy. It is headquartered in Redwood Shores, California, Saba has offices on five continents. Saba provides s Read More

Compiere ERP & CRM


Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management.

software selecton methodology crm  an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer Read More

Outsourcing, Applications Software Software Evaluation Report


The outsourcing application software Software Evaluation Report criteria are appropriate for selecting outsource providers in the area of business software development. It includes all activities performed by outsource providers including software development; software maintenance; software reengineering or rearchitecting; porting software to a new platform; and more.

software selecton methodology crm  Applications Software Software Evaluation Report TEC''s Outsourcing, Applications Software Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision. This Software Evaluation Report provides extensive Read More