X
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.
Compare Now
 

 software systems 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

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.  

Evaluate Now

Documents related to » software systems 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.

software systems selection crm  Software Selection Requirements , Software Systems Selection , Software Selection Information , Powerful Software Selection , Accounting Software Selection , Successful Software Selection , Software Selection Services , Software Selection Criteria . 5 Step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections Selecting an enterprise CRM (Customer Relationship Management) software solution is a significant undertaking that requires careful planning and managed execution. In this Read More

How a Jerk at Work Can Put the Kibosh on Your ERP Software Selection Project


The old software selection “how-to” horse may not have been beaten to death yet, but it’s certainly received a few good whacks. As you already know, particularly if you peruse the TEC site or subscribe to TEC’s newsletters, there are myriad articles on the challenges of software selection from various sources, offering advice to everyone from worried delegators at the top of the corporate food

software systems selection crm  at project management, including software selection and implementation. But first: what exactly defines the “workplace jerk”? Robert Sutton , in “ How to Deal with Jerks in the Workplace ” (also a professor at Stanford University and the author of The No A**hole Rule: Building a Civilized Workplace and Surviving One that Isn’t ) offers two benchmarks for defining a workplace jerk: The first standard is whether someone consistently leaves people feeling demeaned and belittled and de-energized. 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.

software systems selection crm  (on premise, on demand, software as a service (SaaS), integration with other systems (e.g., accounting, customer relationship management [CRM], etc.), multisite management, security, device interface management, and application tools (programs which can be used to manage or develop the software). 2. The Shortlist Before reviewing the product demonstration you probably had a list of ten or more vendors who claimed that they can do most of the things you need for your company. If conducted in a proper Read More

Enterprise Software Selection with TEC Advisor


TEC Advisor is TEC's online software evaluation and selection system. It's designed to help you manage and make sense of the massive amount of information you'll gather during your selection project. This short video gives an overview of the evaluation and selection process in TEC Advisor.

software systems selection crm  Software Selection with TEC Advisor TEC Advisor is TEC''s online software evaluation and selection system. It''s designed to help you manage and make sense of the massive amount of information you''ll gather during your selection project. This short video gives an overview of the evaluation and selection process in TEC Advisor. Read More

TEC Helps Organizations with BPM Software Comparison and Selection


Enterprise software analyst firm Technology Evaluation Centers (TEC) recently launched its Business Process Management (BPM) Evaluation Center, helping project managers, consultants and decision makers compare the most qualified BPM systems based on their own, unique priorities.

software systems selection crm  August 24, 2005 Enterprise software analyst firm Technology Evaluation Centers (TEC) recently launched its Business Process Management (BPM) Evaluation Center, helping project managers, consultants and decision makers compare the most qualified BPM systems based on their own, unique priorities. Software evaluation firm, Technology Evaluation Centers (TEC) has created a business process management (BPM) evaluation center to help companies during the challenging process of selecting a BPM software Read More

Software Link


Enterprise Solutions and ServicesUnequaled ServicesWhen you hire Software Link as an application solutions provider, you expect significant results. Software Link consultants provide industry experience and direction to companies nationwide who are looking to analyze and improve their business operations, whether through a complete ERP review, extensive implementation of a world class ERP system or analyzing and providing solutions to everyday business processes, Software Link has the expertise. Our consultants have spent more than twenty years successfully building, implementing and using software for organizations like yours. Software Link key practice focuses includes: manufacturing, distribution, multichannel marketing, eCommerce and project based firms.Software Link consultants are well versed in implementing ERP Solutions with a strong focus on the Sage SalesLogix, Sage MAS 500 and Sage X3 software solutions. No one knows Sage products better and no one has been successfully implementing them longer than Software Link.Why partner with Software Link? Software Link always works hard to make sure you have many reasons to value a relationship with us. Not only do we know our products better than anyone, but we also know how your business runs. Many of our consultants have worked at companies just like yours. So we'll never force your processes to fit our software. We'll always help you figure out how to incorporate best practices in your business processes and only then determine how Sage software can best support those processes.What will you accomplish by partnering with Software Link? You can expect to minimize implementation risks and have a system that runs efficiently and reliably. Our proven processes and implementation methodology were developed during thousands of successful engagements allowing Software Link consultants to produce quick and reliable results. You'll see your core, business processes streamlined. And, you'll see your employees using the software to its fullest extent for maximum benefit.Software Link helps you solve complex business challenges with a combination of technology and business application services that leverage Sage's World Class Software Solutions. Consulting Services help you implement and maintain your Sage software, assess your technology architecture for maximum system performance, develop and execute data migration strategies, integrate critical third-party enterprise software technologies, and customize software functions to meet highly specialized requirements. Business Application Services help you examine your business processes and requirements in order to better adapt to change, optimize the way your organization uses your enterprise software and maximize the results you achieve from your investment.Our satisfied customers confirm that we're uniquely positioned to help you achieve measurable success. Let Software Link Solutions help you make sure your software is working as hard as it can for your company.

software systems selection crm  ServicesUnequaled ServicesWhen you hire Software Link as an application solutions provider, you expect significant results. Software Link consultants provide industry experience and direction to companies nationwide who are looking to analyze and improve their business operations, whether through a complete ERP review, extensive implementation of a world class ERP system or analyzing and providing solutions to everyday business processes, Software Link has the expertise. Our consultants have spent more Read More

GFI Software


GFI is a leading software developer that provides a single source for network administrators to address their network security, content security and messaging needs. With award-winning technology, an aggressive pricing strategy and a strong focus on small-to-medium sized businesses

software systems selection crm  Software GFI is a leading software developer that provides a single source for network administrators to address their network security, content security and messaging needs. With award-winning technology, an aggressive pricing strategy and a strong focus on small-to-medium sized businesses Read More

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 systems selection 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

Argos Software


Argos Software develops, markets, and supports PC-based financial and management accounting software designed around the requirements of specified industries: transportation/trucking, railroads, warehousing and logistics, distribution, nursery and greenhouse, landscaping, agribusiness, service, brokers, mining, manufacturing, and others. The main product is ABECAS® : Activity Based Enterprise Cost Accounting System

software systems selection crm  Software Argos Software develops, markets, and supports PC-based financial and management accounting software designed around the requirements of specified industries: transportation/trucking, railroads, warehousing and logistics, distribution, nursery and greenhouse, landscaping, agribusiness, service, brokers, mining, manufacturing, and others. The main product is ABECAS® : Activity Based Enterprise Cost Accounting System Read More

Selecting Software: A Systematic Approach to Buying Software


In our new “wired” world, software is no less important than other products and services in our everyday lives. But people are generally more used to buying other products and services than software. In many ways, however, selecting software is similar to selecting other products and services. Find out the key factors and criteria you should include—and what you should leave out—when you’re in the market for a new software solution.

software systems selection crm  Systematic Approach to Buying Software In our new “wired” world, software is no less important than other products and services in our everyday lives. But people are generally more used to buying other products and services than software. In many ways, however, selecting software is similar to selecting other products and services. Find out the key factors and criteria you should include—and what you should leave out—when you’re in the market for a new software solution. Read More

Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

software systems selection crm  Advances Its CRM Solution with Zoho CRM Document Library Zoho has announced the Zoho CRM Document Library —an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document Library ensures correct document versioning and allows users 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

software systems selection 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

CRW Systems


CRW Systems, Inc. has been developing government software solutions to improve the way agencies do business. The TRAKiT e-government solution is our modular, integrated approach to local government software solutions.  Our software solutions are designed to make existing government workflow more agile, streamlined, cost-effective, and citizen-friendly. 

software systems selection crm  has been developing government software solutions to improve the way agencies do business. The TRAKiT e-government solution is our modular, integrated approach to local government software solutions.  Our software solutions are designed to make existing government workflow more agile, streamlined, cost-effective, and citizen-friendly. Read More

BQE Software


BQE Software, Inc.

software systems selection crm  Software BQE Software, Inc. Read More