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Software Functionality Revealed in Detail
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 como evaluar en el mercado varias posibilidades del crm

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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Quonext Technology, S.A.


Quonext, como Master VAR de Microsoft en España, es la compañía de software de gestión que ofrece software y servicios de última tecnología con el objetivo de ayudar, de una manera ágil, potente y simple, a las organizaciones empresariales a conseguir su rentabilidad y competitividad mediante implantaciones rápidas, efectivas y al menor coste posible con los profesionales más cualificados para cada sector de negocio. Actualmente contamos con más de 500 clientes que utilizan las soluciones Microsoft Dynamics NAV, AX y CRM. Qué nos diferencia?Technology: Ofrecemos la más avanzada tecnología de Microsoft adaptada a los sectores de negocio en los que somos especialistas con las soluciones más potentes, ágiles y simples del mercadoPeople: Contamos con profesionales certificados, entre ellos 2 de los 4 Microsoft MVP de España, para realizar una implantación rápida, efectiva y con el menor coste posibleGrowth: Somos su socio tecnológico, acompañándole en su objetivo de máxima rentabilidad y competitividad en el mercado

como evaluar en el mercado varias posibilidades del crm  Technology, S.A. Quonext, como Master VAR de Microsoft en España, es la compañía de software de gestión que ofrece software y servicios de última tecnología con el objetivo de ayudar, de una manera ágil, potente y simple, a las organizaciones empresariales a conseguir su rentabilidad y competitividad mediante implantaciones rápidas, efectivas y al menor coste posible con los profesionales más cualificados para cada sector de negocio. Actualmente contamos con más de 500 clientes que utiliza Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

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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

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CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

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Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

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Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the 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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NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

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Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

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CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born


Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond. Fast forward to 2001. CRM has gotten fat, and the fatter it gets, it becomes more difficult to understand, more expensive to buy, more difficult to implement, and less likely to satisfy - either buyers of the software or their customers. Keep your eye on the ball: your customers, and your business.

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Oracle CRM


Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, "sticky notes" features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint.  

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Maximizer CRM


Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and desktop. It offers simple-to-use list-based views, with customizable column setups and reports to display all the important details of each contact on one screen. It is easily configurable for organizations in any industry and is a key tool to optimize sales processes, enhance marketing initiatives, and improve customer service. Maximizer Software offers both on-premise and cloud-based solutions.  

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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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Find out in CRM Without Compromise: A Strategy for Profitable Growth.

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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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How to Choose a Hosted CRM Application for SMBs


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