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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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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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 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

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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The Changing Face of CRM


The recent economic slowdown has illustrated how interwoven our global economies really are. The demands to increase enterprise performance has accelerated. Whether it’s to find new opportunities to increase or maintain market share, or to generate new revenue opportunities, each of these areas represent additional challenges in fulfilling customer expectations and demands. A greater

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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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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.

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Value Proposition for IBM Power Servers And i: Comparing Costs for EnterpriseOne Deployments


It is a challenging time for Oracle EnterpriseOne (E1) users. Organizations must contain IT costs and still meet business demands. In many cases, pressures to improve performance and increase efficiency are magnified by today’s economic conditions. One solution is to employ—or continue to employ—the IBM Power server platform and i for core E1 systems. Learn how four different installations fared with this solution.

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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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Navigator One for SAP Business One: ERP for SMB Competitor Analysis Report


The accounting and ERP for small and medium businesses (SMB) evaluation model targets functional requirements for a fully featured accounting solution. In addition to supporting accounting requirements, it is applicable for those researching an ERP system suitable for small and medium businesses (SMB). It includes categories such as General Ledger, A/P and A/R, Payroll, Job and Project Costing, Multinational Accounting, Manufacturing, Inventory, Technology, and much more.

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Time Management for HR: 5 Tips for Getting it All Done


Every time an employee calls a human resources (HR) department to check a company policy, change benefits information or obtain a form, this is time spent on administration that could be spent on strategic, goal-oriented activities.

It’s time to target and destroy the traditional HR distractions that may keep your teams from reaching their full potential. This guide outlines five practices and ways to leverage new technology. By streamlining or replacing old processes, going 100 percent paperless, and more, you can potentially save money and time as well as reducing your risk of costly compliance errors.

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ECi Software Solutions M1 for Enterprise Resource Planning for Discrete Manufacturing Certification Report


ECi Software Solutions M1 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for discrete 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

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