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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 excellence awards


Operational Excellence: Enabling Sustained Growth Spotlight on the Americas
Companies in the Americas should lead the world in growth through operational excellence@but they don’t. A 2008 survey shows that less than half promote insight

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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 » crm excellence awards

How To Write a Winning Proposal


Your proposal should prove your case, and motivate the client to buy your services or applications. But all too often, reading a proposal is almost as painfully difficult as writing one. So what are the secrets of truly successful proposal-writing?

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Ignify Inc.


Founded in 1999, Ignify is a privately-held ISO 9001 certified company focused on the mid-market and enterprise businesses and public sector organizations for ERP, CRM, Point of Sale (POS), Portals, and eCommerce implementations. Our Management team brings rich experience in several industries including manufacturing, retail, distribution, business software applications, and management consulting. Ignify has consistently been ranked in the fastest growing companies in the world Ranked in the Deloitte FAST 500 list in 2010, 2009 and 2008 Ranked in the Inc 500 in 2010 and 2009 Ranked in the Entrepreneur Magazine HOT500 in 2007 Ranked in the Software Magazine Top 500 Software Companies in 2010 In addition, Ignify has won several awards for technology innovation and excellence in delivery Ranked in the Red Herring Global 100 as the 100 most innovative companies in the world in 2011 Ranked in the Red Herring North America 100 as the 100 most innovative companies in North America in 2010 Selected as Microsoft Partner of the Year finalist in 2010 Ranked in the Microsoft Dynamics Inner Circle in 2009 Ranked in the top 5% of Microsoft Partners as part of the Microsoft Dynamics Presidents Club

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SYSPRO - Awaiting Positive IMPACT From Its Brand Unification


By further perfecting its mid-market value proposition and by also unifying its corporate and product brands (i.e., often conflicting IMPACT Encore product brand has been discontinued), SYSPRO should certainly give other incumbent mid-market players and intruders a run for their money.

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SouthWare Excellence Series


SouthWare Excellence Series consists of TaskWise, SalesMark, ExecuMate II, ReportMate, ImportMate II, International Transactions, Extended Data, SouthWare Forms, ExcelReport, and Southware WorkFlow. The functionality of these tools range from integrated management, accounting profiles, and report generation. Excellence supports over 600 hardware and operating system combinations.

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CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

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Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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Sustained Growth through Operational Excellence: Spotlight on Operations - March 2008


Operations executives are closest to the processes along the value chain, and as a result are best positioned to drive operational excellence initiatives. Collaboration with other functions is essential, but ultimately, it is the operations function that needs to be responsible for implementation. Find out what senior executives from around the world think about how to achieve operational excellence.

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CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

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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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Maximizer 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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