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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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 crm for mortgage brokers


Epicor for Service Enterprises: ERP for Services (Non-manufacturing) Competitor Analysis Report
The enterprise resource planning (ERP) for services knowledge base is appropriate for organizations in service-oriented industries. It consists of enterprise

crm for mortgage brokers  for Service Enterprises: ERP for Services (Non-manufacturing) Competitor Analysis Report The enterprise resource planning (ERP) for services knowledge base is appropriate for organizations in service-oriented industries. It consists of enterprise-wide integrated information systems that manage the operations, services, and resources of non-manufacturing organizations.

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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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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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Navigator Business Solutions Navigator One for SAP Business One (v88) for Discrete ERP Certification Report


Navigator One for SAP Business One (v88) is now TEC Certified for online comparison of discrete enterprise resource planning (ERP) software in TEC's Evaluation Centers. 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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Charting a Better Course for Your Business: Eight Rules for Investing in a New Accounting System


A good financial and accounting system should propel your business forward. It should give you the specific insights you need to spot the storms ahead, help you maximize resources with streamlined processes, and be nimble enough to help you navigate the changing currents of today’s business environment. Download this white paper to make sure you have the facts straight about what to look for—and what to look out for.

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Vitria OI 4: Data for Today and for the Future


Vitria is a long-time player in the provisioning of software solutions for analyzing information in real time. Founded in 1994 by two entrepreneurs—Drs. JoMei Chang and Dale Skeen, Vitria’s current chief executive officer (CEO) and chief technology officer (CTO), respectively, Vitria has evolved its operational intelligence and business process management (BPM) applications into mature and stable

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The Service Equation: 4 Keys for IT to Create Value for the Business


IT organizations struggle with the challenges of shrinking budgets, ever-changing technology, compliance pressures, and more. For greater efficiency, many IT organizations are turning to information technology service management (ITSM) to help improve processes. But there’s still too much focus on technology and not enough on business outcomes. Learn key strategies for changing your approach to delivering IT services.

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glovia G2 Is Now TEC Certified for ERP for Discrete Manufacturing


I am pleased to announce that Glovia International’s G2 enterprise resource planning (ERP) solution is now TEC Certified and available for online evaluation of ERP for discrete manufacturing solutions in TEC’s ERP Evaluation Center. Glovia has more than 30 years of experience developing its solution to meet the needs of discrete manufacturers. And, based on the data evaluated by Technology

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NetSuite Wholesale Distribution Edition v11.2 for ERP for Distribution Certification Report


NetSuite Wholesale Distribution Edition v11.2 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution 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, product analysis, and in-depth analyst commentary.

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Compiere ERP & CRM


Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management.

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ERP Analytics vs. BI for Manufacturing: Which Is Right for Your Organization?


Organizations are constantly looking for ways to maintain their competitive advantage and increase sales while lowering costs. Analytics helps organizations identify whether they are getting the most out of their resources. Is the money they spend going to good use? Are they proactively identifying ways to cut costs while maximizing resources?Enterprise resource planning (ERP) solutions

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Five BI Success Factors for the Midsize Organization: Tactical Guidelines for Effective BI Deployment


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