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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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 successful 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 » successful 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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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

successful software selection crm  employees’ skills in the successful outcome of a project? Not the just their hard skills—those are inarguably important—but also their “warm-and-fuzzy” soft ones? Believe it or not, these soft skills can make or break a software selection and implementation project. Sure, sure—we all have to be nice and get along with our colleagues, or our time at work becomes a living nightmare. And anyway, most of us possess some (and maybe in some cases, all) of the personal and interpersonal qualities Read More

Your Guide to Enterprise Software Selection: Part One


Enterprise software selection is a risky undertaking for any organization. Find out how you can reduce the risk with a best-practice approach to assessment, evaluation, and selection—and learn how to reduce the time and cost involved in choosing the right solution.

successful software selection crm  looking to start a successful software selection project? Launch your project here . Read More

TEC Helps Major Paint Retailer Simplify Its Software Evaluation and Selection Using TEC Methodology


Kelly-Moore Paints, the largest employee-owned paint company in the US, recently engaged the services of software evaluation firm Technology Evaluation Centers (TEC) to help it select an enterprise resource planning (ERP) system to meet its growing needs.

successful software selection crm  stay on track to successful software evaluations, selections, and implementations-at the lowest total cost of ownership (TCO)- please visit http://www.technologyevaluation.com/services/tec-solutions/ , read the related case study , or call Leona Patlik, Project Sales Coordinator. E-mail : Phone : 514-954-3665, ext. 244 About Technology Evaluation Centers Inc. (TEC) Since 1993, Technology Evaluation Centers ( www.technologyevaluation.com ) has been the world''s leading online provider of resources to help Read More

TEC Offer Tools for Software Selection at Gartner's Small Business Vision Event in Boston


According to TEC, selections for enterprise software such as ERP, ECM, CRM, or SCM solutions may fail to meet requirements if an organisation undertakes a selection process without a comprehensive understanding of its unique business needs. TEC believes that problems arise when companies do not prepare a proper request for information (RFI) to evaluate the pertinent responses from their short-listed vendors. However, TEC states that its sophisticated means for performing requirements analysis will ease the selection burden.

successful software selection crm  the past to perform successful software selections and implementations. SMBs are in need of a streamlined methodology to increase the success rate of their enterprise software evaluations and selections. Since 1993, TEC has developed the tools and methodology to streamline the evaluation and selection process. Providing the backbone technology and methodology to its consulting partners, TEC''s solution combines the right technology with a proven methodology and knowledge capital in twenty-four major Read More

CHAMPS Software, Inc.


Champs Software, Inc. is focused on creating and implementing software solutions that enable large enterprises to optimize the life cycles of their capital assets.

successful software selection crm  Software, Inc. Champs Software, Inc. is focused on creating and implementing software solutions that enable large enterprises to optimize the life cycles of their capital assets. Read More

Cougar Mountain Software


Since 1982, 19,000 clients have turned to Cougar Mountain Software for their accounting software solutions. Cougar Mountain provides software applications for midsized businesses and nonprofit organizations in need of accounting software, fund software, or point of sale (POS) software and hardware across a broad range of industries requiring customizable solutions. Cougar Mountain is based in Boise, Idaho (US).

successful software selection crm  Mountain Software Since 1982, 19,000 clients have turned to Cougar Mountain Software for their accounting software solutions. Cougar Mountain provides software applications for midsized businesses and nonprofit organizations in need of accounting software, fund software, or point of sale (POS) software and hardware across a broad range of industries requiring customizable solutions. Cougar Mountain is based in Boise, Idaho (US). Read More

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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TOWER Software


TOWER Software provides enterprise content management (ECM) solutions to government and regulated industries, as well as electronic document and records management (EDRM) solutions. TOWER Software is a privately held company with operations in North America, Europe, and Asia Pacific, and maintains strategic partnerships with technology and information management companies including Microsoft, Hewlett Packard, Adobe Systems, and Kofax. The vendor is headquartered in Canberra (Australia).

successful software selection crm  Software TOWER Software provides enterprise content management (ECM) solutions to government and regulated industries, as well as electronic document and records management (EDRM) solutions. TOWER Software is a privately held company with operations in North America, Europe, and Asia Pacific, and maintains strategic partnerships with technology and information management companies including Microsoft, Hewlett Packard, Adobe Systems, and Kofax. The vendor is headquartered in Canberra (Australia). 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.

successful software selection crm  Customer Relationship Management (CRM),Microsoft Dynamics CRM,SageCRM,Oncontact CRM Read More

Entry Software Corporation


Since it was founded in 1998 in London, Ontario (Canada), Entry Software Corporation has provided work management solutions for information technology (IT) departments. TeamHeadquarters, Entry's flagship product, is a suite combining project management, portfolio management, help desk, and document management.

successful software selection crm  Software Corporation Since it was founded in 1998 in London, Ontario (Canada), Entry Software Corporation has provided work management solutions for information technology (IT) departments. TeamHeadquarters, Entry''s flagship product, is a suite combining project management, portfolio management, help desk, and document management. Read More

Excel Software


Excel Software delivers professional software tools to thousands of users worldwide. Learn about system modeling, requirements management, software design, programming, protection & licensing, online activation, order processing and shopping carts.

successful software selection crm  Software Excel Software delivers professional software tools to thousands of users worldwide. Learn about system modeling, requirements management, software design, programming, protection & licensing, online activation, order processing and shopping carts. Read More

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.

successful software selection 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

Enterprise Process Improvement (EPI) Software: Customer and Software Vendor Collaboration


Having just completed implementing your enterprise-wide software, you are about lean back, put your feet up on the desk, and enjoy the fruits of your labor. Not so fast! While you were completing your implementation project, a new release of the software may have already hit the street or, for sure, there is one in the pipeline. Now you are faced with the decision as to if and when to take on the new release. Maybe now is the time to look at how a new class of software tools, enterprise process improvement (EPI), can assist you in the upgrade decision.

successful software selection crm  Process Improvement (EPI) Software: Customer and Software Vendor Collaboration Introduction So you have just completed implementing an enterprise resource planning (ERP) software package and you think you''re set for the next five years—and I have a bridge in Brooklyn that I want to sell you. Once a year (or more frequently if you have really angered the software gods), the vendor issues a new release. With the new release come promises of new functionality, better performance, or incorporation Read More

Why CRM Is So Hard and What To Do About It: Data is key to making CRM work


Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization.

successful software selection crm  CRM Is So Hard and What To Do About It: Data is key to making CRM work Introduction Over the next five years, companies will spend $150 billion to reinvent sales, marketing and service. Customer relationship management (CRM) is the hub of this turning wheel, and data is the axle. It''s why Gartner calls managing customer-related data the number one obstacle to getting a return on CRM investments. To fully exploit the power of CRM, and to realize its much-hyped promise, organizations must first recognize Read More