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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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 access crm llc


PowerTrieve, A LEAP For CRM?
Although CRM applications, Portals, and Contact Centers are contributing to the improvement of customer relationships and the effectiveness of employees; in

access crm llc  for end-users are to access the required information in a timely manner with minimum resources. It would be helpful to reduce the need for specialized resources and programmers and to enable non-technical users to produce ad-hoc reports and better perform their duties. However, the reality goes beyond that. The real challenge for companies with disparate and distributed databases is how well internal and external systems are integrated. Many Enterprise CRM applications, for instance, have shown weak and

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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 » access crm llc

TEC Joins Forces with BPT Partners to Create the Industry’s Leading CRM Evaluation Center


Technology Evaluation Centers (TEC) , the world’s foremost provider of enterprise software evaluation tools, is pleased to announce its new strategic partnership with BPT Partners LLC (BPT) , a leading source of customer relationship management (CRM) research and education.

access crm llc  our member base has access to information on the most current CRM technologies. Having Paul Greenberg’s expertise available to keep our CRM knowledge base leading-edge—and to help our participating CRM vendors identify new trends in the marketplace—is very exciting,” said Charles Luffer, TEC’s vice president of strategic alliances. About Technology Evaluation Centers Inc. (TEC) Technology Evaluation Centers (TEC) is the foremost online source for enterprise software evaluation tools. TEC Read More

TEC's Mid-market ERP-Distribution Buyer’s Guide


Midsize manufacturers and distributors now have access to an array of powerful software solutions that simply weren’t available before. But with so many choices, you need accurate and unbiased information. This comprehensive guide from TEC and SupplyChainBrain provides a state-of-the-market analysis, success stories from your peers, in-depth information on solutions, and a directory of the leading vendors in the field.

access crm llc  enter orders, gain instant access to product information, stock availability, order status, and accounts receivable details. Another direct benefit of using IBS software is the resultant increase in order-taking efficiency. The company has grown without needing to increase the number of sales support staff. Order entry personnel are now able to work as customer support agents, with a better focus on sales rather than on administrative chores. Another direct benefit of using IBS software is the resultant Read More

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.

access crm llc  Use and Navigation One-click access to any campaign No long scrolling pages to view lengthy campaign information User-defined menu navigation One window accesses all campaign information (no need to drill-down several pages and then drill back up) Online help engine with page level and individual field level help throughout the system Flash or video based online training tutorials Reporting, Data Warehousing and OLAP System delivered with library of packaged marketing reports Each report allows unlimited Read More

Social CRM: Customer Relationship Management in the Age of the Socially-empowered Customer


Most of your customers and prospects expect you to be involved in social media—and they’ll be more likely to do business with you if you are. So how do you expand your customer relationship management (CRM) strategy to engage social customers, and gain their trust? Discover how to integrate Web 2.0 social media tools and strategies into your traditional CRM efforts for better, more meaningful customer relationships.

access crm llc  bloggers by providing them access to information and people typically reserved for more traditional media outlets. It's important to tap into the valuable information your best customers can provide you. Not only can they help you understand how they're currently using social tools, but what they're using those tools for. This should provide you with opportunity to create a social CRM strategy that will deepen your relationships with them. Just as important, understanding their use of social media may Read More

CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

access crm llc  Buyer's Guide CRM Buyer's Guide If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs. With this CRM Buyer's Guide , you'll quickly get up to speed on all the key CRM considerations: business benefits of a CRM solution hosted vs. on-premise CRM, including advantages and disadvantages CRM market overview and history CRM cost considerations CRM solution providers You'll also learn about the essential CRM tools, including sales force automation Read More

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

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Access Insight


Access Insight is a Web 2.0 business intelligence (BI) solution that allows users to deploy collaborative business dashboards to 20, 50, or even thousands of users in any type of IT infrastructure. A dynamic interface accessible from any PC/smartphone, and a platform-independent, zero-footprint application are designed to help reduce the support burden for IT teams. Whatever the data source (Oracle, SQL Server, SAP, and over 200 other sources), Access Insight gives users real-time visibility of their business activities. Large organizations have used Access Insight for sales analysis, financial indicators, supply chain management dashboards, and other projects.

access crm llc  Insight Access Insight is a Web 2.0 business intelligence (BI) solution that allows users to deploy collaborative business dashboards to 20, 50, or even thousands of users in any type of IT infrastructure. A dynamic interface accessible from any PC/smartphone, and a platform-independent, zero-footprint application are designed to help reduce the support burden for IT teams. Whatever the data source (Oracle, SQL Server, SAP, and over 200 other sources), Access Insight gives users real-time Read More

CRM Buyers Guide


CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs.

access crm llc  Buyers Guide CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs. Read More

The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

access crm llc  Forrester Wave: CRM Suites for Large Organizations, Q2 2010 In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered. Read More

Saleslogix CRM Best Practices Guide


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

access crm llc  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the Read More

EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

access crm llc  CRM The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules. Read More

BizAutomation CRM + Business Management


BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via Outlook Web Access (OWA) and regular Outlook.  

access crm llc  interface via Outlook Web Access (OWA) and regular Outlook. Read More

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.

access crm llc  To Technical Support Better Access To Technical Support Although your CRM system will provide the end-user with technical support, your CRM implementation partner has access to a higher level and faster response technical support service provided by the vendor. In addition, they may have more leverage in getting a technical issue resolved more quickly than through end-user channels. Business Process Experience A CRM implementation partner has gathered significant business process experience from their Read More