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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 for insurance leads


CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know
When creating a seamless value chain, it is essential to focus on the customer. However, information, data, and processes are key when planning the complex

crm for insurance leads  relationship management (CRM) (Wikipedia) CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know Customer relationship management (CRM) is also known as : Customer Intelligence , Customer Service , Consumer Relationship System , Business Intelligence , Client Relationship Management , Enterprise Relationship Management , Consumer Relationship System , Employee Experience Management , Customer Experience , Customer Experience Management , Service System , Relationship

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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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Siebel: Great Plans for Great Plains


Siebel and Great Plains recently announced plans to expand their partnership allowing Great Plains' VARs to sell Siebel's eBusiness Applications. This agreement will allow Great Plains partners to sell a wide range of enterprise applications to upper-midmarket organizations

crm for insurance leads  The urgency of the CRM initiative The organization's internal IT resource availability to integrate front office applications with existing back office applications The level of integration required between the existing back office and the new front office applications For more information on Great Plains see the following articles: Great Plains ASP - Evolution, Revolution, Innovation Great Plains - An SME Leader, But At What Cost? Read More

SaaS Buyer's Guide for Wholesale and Distribution


SaaS, despite its phenomenal popularity, is certainly not one-size-fits-all. You need to consider decision criteria such as fit, return on investment, and risk. Learn how SaaS works, who the major vendors are, how SaaS can help your business grow, and how to find the SaaS solution that’s right for you. It’s all in this comprehensive SaaS Buyer’s Guide for Wholesale and Distribution from TEC and SupplyChainBrain.

crm for insurance leads  wasn't integrated well with CRM and shipping systems. With CRM, Microsoft basically bolted a knock-off of Goldmine, says Joe Walker, vice president of North America at Elcometer. Elcometer's decision to go with a hosted solution instead of a client–server approach has saved the company loads of cash. Walker estimates a client–server solution would have cost a minimum of $50,000 for a server and $60,000 for a full-time IT manager, not to mention software license fees. And I still would have had Read More

Surado! A Rising Mid-market CRM Provider


Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc. developers of Surado CRM Solutions. Surado positions itself high in many functional areas, against many mid-market software vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, and Commence Corporation.

crm for insurance leads  most popular PDAs. Surado CRM also provides its Customer Service module for help desk and support environments. Both CSRs and Sales representatives can share customer details since there is a single repository for data. The workflow once again fulfills its role to allow rule-based escalation and notification. In addition, Surado's release of its computer telephony integration (CTI) module, based on Intel's NetMerge CT ADE, scheduled for 1st Quarter of 2004, with support for all major telephone switches, Read More

(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

crm for insurance leads  In fact, Onyx pioneered CRM for the Microsoft platform. But, although it was created by former Microsoft personnel, Onyx CRM was really never a joint business venture. Also, Onyx developed an architecture that scales and performs well in the marketplace, built on the Microsoft platform. On the other hand, in the early 2000s, Onyx seized the opportunity to enter the upper-mid market by running Sun Solaris and IBM AIX platforms to support databases by Oracle. This was abandoned based on customer demand. Read More

Transition for Manhattan Associates Necessary for Long Term Growth


Based in Atlanta, Georgia, $78 million Manhattan Associates, Inc. develops, markets, and supports supply chain execution systems for distribution center management and Internet fulfillment. 1999 was a difficult year for the vendor, marked by reorganization and management turnover in the midst of rapid corporate expansion. Completing its transition to an Internet enabler will be important for Manhattan's long term future.

crm for insurance leads  for Manhattan Associates Necessary for Long Term Growth Transition for Manhattan Associates Necessary for Long Term Growth S. McVey - February 2nd, 2000 Vendor Genesis Based in Atlanta, Georgia, $78 million Manhattan Associates, Inc. develops, markets, and supports supply chain execution systems for distribution center management. Founded in 1990 by former KSA consultant Alan Dabbiere with Ponnambalam Muthiah, Deepak Raghavan, and Deepak Rao. Manhattan installed its first Pickticket Management Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

crm for insurance leads  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More

SAP ERP for SME: Not Just for the SME


This Aberdeen Axis Analyst Insight presents vendor-specific highlights from the ERP in Manufacturing Aberdeen Axis published in June 2009 and focuses specifically on SAP small to medium size enterprise (SME) offerings. With its dominant market share, it was not surprising to find SAP to be “market-ready,” but it is a bit surprising to see where SME products are landing. Find out why in this Aberdeen AXIS Analyst Insight.

crm for insurance leads  ERP for SME: Not Just for the SME This Aberdeen Axis Analyst Insight presents vendor-specific highlights from the ERP in Manufacturing Aberdeen Axis published in June 2009 and focuses specifically on SAP small to medium size enterprise (SME) offerings. With its dominant market share, it was not surprising to find SAP to be “market-ready,” but it is a bit surprising to see where SME products are landing. Find out why in this Aberdeen AXIS Analyst Insight. Read More

Retail Market Dynamics for Software Vendors Part One: Software Requirements for Retail


Although the retail and wholesale customers have typically invested a low proportion of their total revenues in information technology, retail industry leaders have begun to demonstrate an ability to achieve market advantage through the effective use of specialized enterprise applications. As a result, the requirement for all retailers to increase their investment in IT and adopt best practices has thus grown.

crm for insurance leads  Market Dynamics for Software Vendors Part One: Software Requirements for Retail Introduction There are some interesting dynamics within the retail market segment. On one hand, the market is has been penetrated less by enterprise applications than most other economic sectors, in part because retailers have largely been remiss in leaving mainframes and other legacy technologies behind. Also, the sector has shown some resilience even during the recent and potentially ongoing economic malaise, in part Read More

Epicor Enterprise Resource Planning Software System v. 9.05 for ERP for Mixed-mode Manufacturing Certification Report


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crm for insurance leads  Enterprise Resource Planning Software System v. 9.05 for ERP for Mixed-mode Manufacturing Certification Report The Epicor product Epicor Enterprise Resource Planning Software System (v. 9.05) is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for mixed-mode manufacturing in the ERP Evaluation Center. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

ProfitKey’s Rapid Response Manufacturing (v. 7.7.1) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report


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IFS Applications (version 8.0) for ERP for the Oil and Gas Industry (Upstream) Certification Report


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crm for insurance leads  Applications (version 8.0) for ERP for the Oil and Gas Industry (Upstream) Certification Report IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for oil and gas industry (upstream) in the ERP 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, Read More

Supply Chain Risk Management for Wholesale Distribution Companies: Planning for Disruption


Forward-looking companies are focusing on managing supply chain risk. The same functionality that supports supply chain network visibility, collaboration, and analytics can also enable supply chain risk management. This white paper shows that companies often actually possess the data they need, but disconnected systems impede the ability to make the right data accessible to the right people at the right time.

crm for insurance leads  Chain Risk Management for Wholesale Distribution Companies: Planning for Disruption Forward-looking companies are focusing on managing supply chain risk. The same functionality that supports supply chain network visibility, collaboration, and analytics can also enable supply chain risk management. This white paper shows that companies often actually possess the data they need, but disconnected systems impede the ability to make the right data accessible to the right people at the right time. Read More

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.

crm for insurance leads  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. Read More

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crm for insurance leads  Opportunity for Change: 10 Recommendations for Advancing Your HR Technology Strategy This report outlines 10 recommendations for companies to advance its human resources (HR) technology strategy. From conducting a global systems inventory and redeploying software to recalibrating talent strategies and targeting critical roles to focusing on end-user experience and tapping social collaboration, it offers easy-to-implement recommendations to help organizations d position themselves for long-term success. Read More