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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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 crm analysis solutions


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

crm analysis solutions  industry specialist and leading CRM analyst group www.yankeegroup.com Appendix III: RFP Outline 1. Introduction and Purpose RFP purpose Timeline Sequence of events 2. Company Background Vision and Mission Markets and Customers Sales, Marketing and Customer Support organization, objectives and processes 3. RFP Evaluation Go / No-Go Criteria (optional) Functionality Requirements Matrix & Response Scale Operational Analysis Maintenance & Support Vendor Financial Analysis Implementation Approach References

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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NetSuite CRM+: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

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Dynamics CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

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Agiline CRM : Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

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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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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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Merit Solutions


We are extremely fortunate to work with companies around the world who create products and offer services that improve the lives of millions. Our driving principle is to help them increase their business success - whether that’s through growth and expansion, business process automation, or creating jobs and healthy communities. Our clients are medium to large enterprise businesses that want to leverage Microsoft Dynamics and surrounding technologies to standardize business processes and eliminate risk - and then continuously improve their business. With more than 400 client-companies representing over a dozen industries spread worldwide, our longevity and success within the Microsoft technology is proven. A Microsoft Gold Certified Partner, Merit Solutions is AMR Research Industry Certified in Process Manufacturing for Microsoft Dynamics AX. We have recently been recognized as one of Accounting Today's VAR 100, one of the 2011 VAR Stars, had two products named in the Top 15 Add-Ons for Microsoft Dynamics. Merit Solutions is a Microsoft Excellence Partner for working successfully and collaboratively with customers and partners across the world.

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Top Business Intelligence Solutions 2009


To find out, simply use TEC's business intelligence evaluation center to compare how more than 20 leading BI solutions meet your companys needs.

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EAM Solutions, LLC


EAM Solutions, LLC is an Infor-Certified Professional Services Provider & Infor Gold Channel Partner dedicated to implementing Infor EAM (Enterprise Asset Management) software and associated products. With over a decade of experience, our Consultants provide project planning, installation, training, business intelligence, system integration and business re-engineering support to ensure your asset management needs are met.

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Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

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Bell Rock Solutions


Bell Rock Solutions is a young software company, formed in 2002, with a goal of making enterprise level software less expensive, complex, difficult to implement, and to administer. The company is based in Scottsdale, Arizona (US). Bell Rock Solutions offers enterprise applications including customer relationship management (CRM), sales force automation (SFA), and more.

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