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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 flow diagram sample


Rich Internet Applications (RIA): Opportunities and Challenges for Enterprises
Rich Internet applications (RIAs) represent the next wave in the evolution of web applications, as they promise the richness, interactivity, and usability

crm flow diagram sample  sales force automation and CRM software over the Internet, is leveraging RIA to deliver rich user experience by putting its software on par with the rich graphic interface of packaged software products. RIA helps salesforce.com offer a host of team work automation capabilities such as project management, opportunity management, collaborative calendaring, and document management. The sophisticated user experience provided by these applications can never be achieved by traditional web applications.

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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 flow diagram sample

Front-to-back-office Integration: Improving Your Customer Life Cycle Management


Research shows that back-office connectivity is not addressed by many customer relationship management (CRM) solutions—meaning, customer data cannot be shared effectively and companies are prone to errors, delays, and needless paperwork. In the long run, this negatively impacts overall customer satisfaction in small to medium businesses (SMBS). Learn how front-to-back-office integration can help you address these issues.

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Deltek Costpoint


Deltek Costpoint® is an ERP software solution designed to meet the business needs of sophisticated project-driven organizations. Costpoint tracks, manages, and reports on every aspect of a project business, including planning, estimating, proposals, budgets, expenses, indirect costs, purchasing, billing, regulatory compliance, and business performance. For companies looking for a complete end-to-end solution, Deltek provides a portfolio of Costpoint-compatible applications delivering specialized functionality which is completely integrated with Costpoint. Backed by Deltek's support and twenty-year track record of project software excellence, Costpoint businesses gain visibility and control over all aspects of their operation to improve business performance management, streamline operations and execution, and win new business.  

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New-world Value: The Strategic Impact of Business Application Suites in Today’s Corporate Environment


The concepts of return on investment (ROI) and total cost of ownership (TCO) have been used for decades in enterprise evaluations of IT investments, including enterprise resource planning (ERP) systems. However, with the emergence of important new technological advances, executives are now expanding these traditional formulas to account for new opportunities. Learn more about their new methods for measuring ERP value.

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CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

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Epicor CRM Software for Retail a Popular Choice to Improve Customer Experience


With various packages of customer relationship management (CRM) software for retail available on the market, two retailers recently selected Epicor’s latest CRM software release, Epicor Retail CRM 7.0, with the goal of improving customer experience. Epicor’s CRM software for retail seems to be a popular choice.

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Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

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Soffront CRM


The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM.  

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Selling Smarter with CRM


CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper examines several such tools and how they can be effectively used with multiple business models and businesses of any size.

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Access Commerce Spices Up North American CRM Fray


In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user conference, Access Commerce announced the release of eCameleon for MFG/PRO.

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CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM


Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success and failure to emerge from the same initiative. Clearly defining the objective, implementing holistic best practices, and ensuring that senior management understands CRM as a business strategy can help maximize a CRM investment.

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