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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 templates for crm


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 templates for crm  PowerTrieve allows users to access information from any LEAP-enabled database and builds a report using a Conversational Data Query. In other words, users simply say what they want and the system generates the report. Conversational Data Query is a non-technical data request transformed by the system to a database Query. The user speaks in familiar conversational phrases like: I need inventory stock status information I would like to see summary sales of item B for the last 2 months Show only items

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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 templates for crm

The Case for Integrated Processes


Most chief executive officers (CEOs) have developed strategies that push their companies to achieve certain goals. So why are so many companies failing to achieve these goals? Because their twenty-first century vision is being held back by twentieth century processes and IT systems. The missing ingredient: information. And the key to facilitating the flow of information lies in integrated processes.

access templates for crm  goals requires the following: Access to and sharing of information across the organization's end-to-end business processes Information to provide a holistic view of customers, suppliers, partners, and/or business processes and operations Better understanding of business process steps - and how each impacts the others - to improve the overall effectiveness of each business process and realize value This SAP Insight discusses what integrated processes are, how they create value, specific cases of companies Read More

Business Intelligence: Actionable Insights for Business Decision Makers


Despite significant investments in data collection and integration, few companies can redeploy accumulated data to drive business performance. To succeed, they need new business intelligence (BI) tools that can integrate and analyze huge amounts of internal and external data. Learn how such tools can help your company understand customer needs, identify trends, and use the resulting lead time to seize opportunities.

access templates for crm  focused tools can also access industry blueprint templates. These data models and templates solutions include a bundle of technology and industry knowledge that leverages SAP's and Business Object's substantial business knowledge, which was developed over many years while delivering advanced software solutions to the world's largest companies. By leveraging these packaged industry best practices, customers increase the likelihood of a successful BI deployment. At the same time, they shorten 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 templates for crm  resources have much better access to the support and development staff as well as accurate information on future product releases. One of the most critical aspects of implementation is the actual project team that will be assigned to your project. Don’t be fooled by the “big-wigs” and “industry-leaders” that you’ll meet during the sales cycle – they will not be on your project team and in all likelihood you will never hear from them again after the sale. Ensure that the post-sale assigned Read More

Surado! A Rising Mid-market CRM Provider


Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc. developers of Surado CRM Solutions. Surado positions itself high in many functional areas, against many mid-market software vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, and Commence Corporation.

access templates for crm  users and customers to access their existing profiles and be able to modify data depending on the permissions granted. The web-based interface also allows users to submit trouble tickets and follow-up on the ticket resolutions or use a knowledge base to search for similar tickets and resolutions. The web server provides for real time submission of all changes to the CRM database. The administrative view provides a means for setting up process rules, e-mail responses, and alerts. Tickets could thus be Read More

Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

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IFS Applications (version 7.5) for ERP for the Mining Industry Certification Report


IFS Applications (version 7.5) is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for the mining industry in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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IFS Applications (version 8.0) for ERP for Services Certification Report


IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services (non-manufacturing) in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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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

access templates for crm   Read More

GLOVIA G2 for ERP for Discrete Manufacturing Certification Report (2014)


GLOVIA G2 by Glovia International is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete manufacturing in the Enterprise Resource Planning Evaluation Center. Built on a lean philosophy of business, it's a convincingly strong and viable ERP solution that provides significant value to its customers. Download the report for product analysis and in-depth analyst commentary.

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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

access templates for crm  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 to collaborate on document creation and revision. The release also includes the option to set access permissions for its users. In fact, since the Zoho CRM Document Library is an integral part of Zoho CRM it uses the same role-based security that has been Read More

Adeon Software House CXInsight for Electronics V5.2.0 for Product Lifecycle Management Certification Report


CXInsight for Electronics (v5.2.0) from Adeon Software House is now TEC Certified for online comparison of discrete product lifecycle management (PLM) software in TEC's Evaluation Centers. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

access templates for crm  of smoothly-flowing interfaces and access to information, and, ultimately, happy customers, who have multi-channel access to help and information, 24 hours a day. Beautiful . The Best-of-Breed Players  Oh, no, say the Best-of-Breeders such as some still-independent Business Intelligence companies like Business Objects and Cognos , and e-Business and webification products such as Right Now! Technologies, or partial-story vendors such as Kana or eGain . They claim that users should be wary of an all- Read More

Sage 100 Standard ERP (v. 4.5) for ERP for Services Certification Report


Sage 100 Standard ERP (formerly Sage ERP MAS 90), v. 4.5, is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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