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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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 crm analysis on


Bridging the CRM Analysis Gap
On any given day, your interactions with a few strategic customers will make a huge long-term difference. But which few customers? A new type of analytic

crm analysis on  the CRM Analysis Gap On any given day, your interactions with a few strategic customers will make a huge long-term difference. But which few customers? A new type of analytic application, customer value management (CVM), answers the need to identify, analyze, and predict customer behavior. Using CVM enables companies to shift from campaign-centric to customer-centric analysis, and develop more individualized and profitable customer relationships.

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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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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.

crm analysis on  a unified manner. Analytical CRM focuses specifically on the customer interaction and satisfaction piece of Corporate Business Intelligence. Through measurement of customer reactions and interactions , it can help a company analyze and understand such things as: the success rate of marketing campaigns; sales rates and the performance of the sales team members; other sales related issues such as Customer profitability (considering both Sales and Service costs), Pipeline Revenue analysis, and product line Read More

CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

crm analysis on  Strategy The applications of CRM apply to sales, marketing, call centers, e-commerce, field service, and partner organizations. The objective is to design and implement a set of capabilities that will serve the needs of each group and that customer transactions and interactions will be captured in a common database such that both data and analysis will be available to everyone (subject to a set of security rules). Most organizations are structured into functional silos that compete for limited resources Read More

CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

crm analysis on  with Senior Management and CRM Culture CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture Featured Author - Glen S. Petersen - October 22, 2004 Review In the previous article of this series (see Searching And Establishing The Business Parameters Of CRM ) it was established that customer relationship management (CRM) is an industry where the technology has outpaced the sophistication of the user community to properly utilize the tools; Read More

CRM Vendors Cash In On The Financial Services Industry


Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

crm analysis on  with a strong analytical CRM product. More information about E.piphany's products can be found in TEC's analysis When You Realized the Need for a Unified View of Your Customers, that is E.piphany . Broadbase Software Broadbase Software, Inc. (Nasdaq: BBSW) recently partnered with HomeCom Communications, Inc. (Nasdaq: HCOM) to deliver analytical CRM applications. HomeCom is a small Internet consulting and systems integrator with vertical expertise in the financial services. HomeCom will develop and Read More

Managing On-demand Package Implementations


Why choose on-demand when there are so many integrated software solutions on the market? Because on-demand packages provide a number of benefits that can help IT focus on innovation and creating true business value, rather than dealing with network headaches. But along with the benefits there are a number of challenges. Read more about these challenges and how you can manage your on-demand implementation project.

crm analysis on   Read More

Integrating CRM with ERP


Hearing confusing messages from your customer resource management (CRM) and enterprise resource planning (ERP) vendors? You may be dealing with dozens of software vendors and system integrators, each one praising the benefits of his solution. Among these proposals, one claims not only to efficiently manage the entire customer life cycle, but also to take full advantage of your previous technology investments. Your incumbent ERP system vendor also has a CRM solution, and praises the benefits of the tight integration of both systems. The question then is, how do you know whether this solution is the best for you? Request your copy of Integrating CRM with ERP compliments of Baseline Consulting. The report gives you the criteria to use when formulating your strategy of integrating CRM with ERP, best practices of CRM implementation, dealing with ERP integration, and how to integrate CRM with ERP impacts the value chain.

crm analysis on  CRM with ERP Hearing confusing messages from your customer resource management (CRM) and enterprise resource planning (ERP) vendors? You may be dealing with dozens of software vendors and system integrators, each one praising the benefits of his solution. Among these proposals, one claims not only to efficiently manage the entire customer life cycle, but also to take full advantage of your previous technology investments. Your incumbent ERP system vendor also has a CRM solution, and praises the Read More

SMB Team On-Demand CRM Comparison Guide


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

crm analysis on  Team On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses. Read More

PCI Compliance Cost Analysis


The Payment Card Industry Data Security Standard (PCI-DSS) was created by credit card companies to protect cardholder data, ensuring that merchants and service providers maintain the highest degree of information security. However, many retailers are still questioning its effectiveness and necessity in light of the high cost of compliance. Read this white paper to find out what this cost really means for your organization.

crm analysis on  Compliance Cost Analysis The Payment Card Industry Data Security Standard (PCI-DSS) was created by credit card companies to protect cardholder data, ensuring that merchants and service providers maintain the highest degree of information security. However, many retailers are still questioning its effectiveness and necessity in light of the high cost of compliance. Read this white paper to find out what this cost really means for your organization. Read More

Infor ERP SyteLine CRM


Infor CRM for SyteLine is a web-based customer relationship management application that provides sales force automation, marketing, quote, order, and support management. Infor CRM is built specifically for mid-market manufacturers that need to manage the entire customer process from lead origination through order placement and customer service. With tight integrationto SyteLine, CRM provides a connection between front- and back-office. CRM streamlines sales and customer services processes, decreasing the cost of sales and cost to server.  

crm analysis on  ERP SyteLine CRM Infor CRM for SyteLine is a web-based customer relationship management application that provides sales force automation, marketing, quote, order, and support management. Infor CRM is built specifically for mid-market manufacturers that need to manage the entire customer process from lead origination through order placement and customer service. With tight integrationto SyteLine, CRM provides a connection between front- and back-office. CRM streamlines sales and customer services proce Read More

Effective Inventory Analysis


For many distributors, inventory is the largest and perhaps the most important asset. Inventory ties up more money than buildings or equipment, and is often less “liquid.” It is crucial, then, that distributors develop and use a comprehensive set of tools that allows close monitoring of the performance of inventory investments. Read more about simple measurements that can help you maximize your investment in inventory.

crm analysis on  Inventory Analysis For many distributors, inventory is the largest and perhaps the most important asset. Inventory ties up more money than buildings or equipment, and is often less “liquid.” It is crucial, then, that distributors develop and use a comprehensive set of tools that allows close monitoring of the performance of inventory investments. Read more about simple measurements that can help you maximize your investment in inventory. Read More

Using CRM to Sell More


When considering a customer relationship management (CRM) solution, it’s critical to understand the needs of your sales team. All too often, CRM applications have too much depth and complexity—and as a result, they fall into disuse. Some features may actually increase the effort of your sales people to close a sale. However, you can implement a CRM implementation that fits the needs of your sales team. Find out how.

crm analysis on  CRM to Sell More When considering a customer relationship management (CRM) solution, it’s critical to understand the needs of your sales team. All too often, CRM applications have too much depth and complexity—and as a result, they fall into disuse. Some features may actually increase the effort of your sales people to close a sale. However, you can implement a CRM implementation that fits the needs of your sales team. Find out how. Read More

How the Right Mix of Static Analysis and Dynamic Analysis Technologies Can Strengthen Application Security


In searching for tools to implement an effective application-security strategy, managers have a choice between two technological approaches: dynamic analysis and static analysis. Available in a variety of freeware and commercial automated tools, both approaches promise comprehensive detection of security vulnerabilities. But a truly effective strategy may require a mix of both.

crm analysis on  the Right Mix of Static Analysis and Dynamic Analysis Technologies Can Strengthen Application Security In searching for tools to implement an effective application-security strategy, managers have a choice between two technological approaches: dynamic analysis and static analysis. Available in a variety of freeware and commercial automated tools, both approaches promise comprehensive detection of security vulnerabilities. But a truly effective strategy may require a mix of both. Read More

Customer-centric CRM


Companies implement a customer relationship management (CRM) system to balance increasing revenue, decreasing costs, while enhancing the customer experience. However, many implementations fail to do this. Companies, however, can meet these goals by implementing a customer-centric CRM. In this system, all business processes throughout the extended enterprise are optimized around customer life cycle care, which builds stronger relationships.

crm analysis on  centric CRM Companies implement a customer relationship management (CRM) system to balance increasing revenue, decreasing costs, while enhancing the customer experience. However, many implementations fail to do this. Companies, however, can meet these goals by implementing a customer-centric CRM. In this system, all business processes throughout the extended enterprise are optimized around customer life cycle care, which builds stronger relationships. Read More