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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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 what is a crm solution


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

what is a crm solution  I have no idea what is available?” The problem with this statement is that it is not what is available that should guide your thinking at this stage (yes this comes later for those of you who enjoy reading ahead). The real question at this early point is ‘what do you need’ to accomplish your customer relationship management objectives? Approaching this question from the ”what’s available” perspective will almost certainly lead to a myopic view of your actual requirements that is driven by 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 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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CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

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A CRM System Needs A Data Strategy


A customer relationship management (CRM) system is inherently valuable for supporting customer acquisition and retention by gathering data from each contact with customers and prospects. Collecting data, however, cannot be isolated from a strategy for actually using that data. Here is an overview of how to evolve the focus of a data strategy to specifically suit both the acquisition and retention phases.

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A Spoonful of SugarCRMCase Study and Review of an Open Source CRM Solution


SugarCRM is a rapidly growing open source CRM company with solutions that appeal to a community of enthusiastic users. This study, based on a client who selected the Sugar Sales Professional CRM solution, compares product functionality to the competition and highlights some of SugarCRM's open source business practices.

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How to Sell Management on a New CRM Solution


CRM solutions can help small and midsize companies manage the myriad ways they interact with customers—from marketing to new and potential customers to improving their customer support. These solutions integrate new social and collaboration tools, making it easier to connect with customers, and are available via the cloud, making CRM more affordable for smaller companies. Know all the reasons you need a CRM solution.

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Configuration Guide: Managing Virtual Servers Using a Virtual Machine Manager and a Clustered File System


Virtual data centers must enable increased physical server use and central management of virtual machine infrastructure. A clustered file system, with a virtual machine manager (VMM), can add critical new management and migration capability to current virtual servers. Before installing and configuring VMM, find out the hardware and software required for migration and integration, and helpful “how-to” pointers.

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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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Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

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Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

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Deacom Certification at a Glance: A Prelude to the Certification Report


We recently certified Deacom Integrated Accounting and ERP Software v 10.4. Before sharing my impressions of Deacom’s product, I would like to briefly describe the certification process so you can better understand how it works. The Process: It all starts with a request for information (RFI) file, which is a hierarchical list of system features and functions that the vendor completes by

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