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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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 total visibility crm strategy


Three Es of CRM
With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate

total visibility crm strategy  is defined as the total of the discounted value of all of a firm's customers. By that definition, it incorporates quantity of purchases, operating margins, marketing, sales, and service costs (or development, acquisition, and retention costs), and a projection of future purchases. More importantly, it represents three critical components of a customer's net worth to the firm: value , brand and retention . Value represents the price-cost relationship of the product or service between the firm and the

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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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Documents related to » total visibility crm strategy

(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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How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

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Sage ERP and CRM Portfolio Update: Clarity at Last


Having developed an extraordinary customer experience (ECE) strategy—“Enrich, Connect, Grow”—Sage is firming up its enterprise resource planning (ERP) and customer relationship management (CRM) portfolios with a wealth of enhancements and by embracing the cloud. P.J. Jakovljevic, principal analyst at Technology Evaluation Centers (TEC), sheds some light on their market positioning and future direction.

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Sword Ciboodle-One More BPM-Centric CRM Provider


What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve the customer experience by improving customer-facing processes. TEC principal analyst P.J. Jakovljevic reviews the vendor’s key offerings and sits down with Ciboodle’s VP of product and market strategy to discuss the company’s challenges, strategies, and technologies.

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Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

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CRM's Dirty Little Secret: How to Avoid CRM Sticker Shock


When making a customer relationship management (CRM) decision, it’s important to ensure your deployment will not be hit with hidden fees or other extra costs that reduce the return on investment. This study reveals the total cost of ownership (TCO) among the four leading midmarket CRM solutions.

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Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

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SAP CRM


SAP CRM has been used in over twenty-five industries including automotive, chemicals, consumer products, professional services, high tech, and wholesale distribution. Its features include partner channel management, marketing, sales, professional services, interaction center management, real-time offer management, web channel management, trade promotion management, and business communication management.  

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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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Soffront CRM


The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM.  

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