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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

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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 knowledge pdf


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 knowledge pdf  If you provide a CRM product sold under the high-flying banner (not to mention the high price tag) aimed at addressing customer relationships, you should do a quick check to find out if you, too, are failing to remain true to the main tenets of your market. As the saying goes, If it quacks like a duck, has feathers and waddles ... Well, you know the rest. Bonnie L. Buchanan Bonnie L. Buchanan is operations and marketing member of Independence2, LLC, an Ohio-based start-up door hardware company. Over

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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

Customer Relationship Management (CRM) Software Evaluation Report

This comprehensive, customer relationship management (CRM) Software Evaluation Report 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. 

Evaluate Now

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Best Software To Hold Competition At Bay


Having garnered an astutely broad enterprise applications’ portfolio, Best Software recently unveiled its 'customer and/or partner for life' strategy to fend off any intruder to its US market stronghold, especially Microsoft Business Solutions.

crm knowledge pdf  small business and mid-market CRM products, which is reportedly built on a new architecture and with more than 200 product enhancements. The SalesLogix architecture was reportedly enhanced to increase developer productivity, enable quicker customization, and lower implementation time and costs, since the product is based on a 3-tier architectural environment with a standardized toolset for open development and possibly a rapid deployment. The architecture should facilitate data integration with Read More

TEC’s I&CM Evaluation Center (Slowly but Surely) Gaining Traction - Part II


Part I of this blog series expanded on some of TEC’s earlier articles about companies’ need for better commission and incentives calculations and best sales performance management (SPM) practices. It also introduced the latest entry in TEC’s I@CM (Incentive @ Compensation Management) Evaluation Center, Varicent Software’s flagship product, Varicent SPM [evaluate this product]. Varicent

crm knowledge pdf  from customer relationship management (CRM) systems, and from the order entry, human resources (HR), payroll, accounts payable (A/P), and general ledger (G/L) modules of enterprise resource planning (ERP) systems. The source systems layer can also handle unstructured data coming from Microsoft Word, Excel, PowerPoint , and PDF documents. At the data storage layer, there is support for the Microsoft SQL Server, Oracle and IBM DB2 databases, while at the presentation and analytics layer, there is support Read More

Soffront Software


Soffront Software, Inc., established in 1992 and located in Fremont, California (US), offers an integrated CRM solution spanning marketing, sales, customer support, employee support, and portal applications. Soffront has more than 500 large enterprise customers as well as thousands of small enterprise customers worldwide. Soffront customers include companies across all industries, federal, state, and local government agencies, and the departments of many Fortune 500 corporations.  

crm knowledge pdf  (US), offers an integrated CRM solution spanning marketing, sales, customer support, employee support, and portal applications. Soffront has more than 500 large enterprise customers as well as thousands of small enterprise customers worldwide. Soffront customers include companies across all industries, federal, state, and local government agencies, and the departments of many Fortune 500 corporations. Read More

Inside Look at the Success of Cloud Field Service Provider ServiceMax-Part 2


In part 1 of this blog post series, we took a look at a major player in the field service management (FSM) market ServiceMax. In what follows is a recent question-and-answer interview with Stacey Epstein‚ vice president (VP) of marketing at ServiceMax. Stacey has extensive experience in generating demand, fueling growth, and building brand name global recognition for technology

crm knowledge pdf  cloud, customer relationship management (CRM), service management, and enterprise application experience to ServiceMax. Prior to ServiceMax, Stacey was the VP of global marketing communications at SuccessFactors , where she pioneered the marcomm function in 2005, and was instrumental in the company’s successful initial public offering (IPO) in 2007. Prior to SuccessFactors, Stacey held various leadership roles at ServiceSource , Clarify , and Oracle . TEC: Other than the obvious Salesforce AppExchange, Read More

Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

crm knowledge pdf  CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier, Read More

Pivotal CRM Is Now a TEC Certified Solution


TEC is pleased to announce that Pivotal CRM—an Aptean product—is now one of Technology Evaluation Centers’ (TEC’s) customer relationship management (CRM) certified solutions. Pivotal CRM covers a wide range of CRM real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management.

crm knowledge pdf  CRM Is Now a TEC Certified Solution TEC is pleased to announce that Pivotal CRM—an Aptean product—is now one of Technology Evaluation Centers’ (TEC’s) customer relationship management (CRM) certified solutions and is available for evaluation online in the Customer Relationship Management (CRM) Evaluation Center.   Within the next few weeks, the Pivotal CRM certification report will be available for download on the TEC Certification Reports page . The report will provide a detailed overview Read More

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.

crm knowledge pdf  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 Read More

Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

crm knowledge pdf  CRM Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other Read More

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.

crm knowledge pdf  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. Read More

On-Premise vs. On-Demand CRM


When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision.

crm knowledge pdf  Premise vs. On-Demand CRM When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision. Read More

Pivotal CRM


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crm knowledge pdf  CRM Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any Read More

CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?


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crm knowledge pdf  because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success. Read More

BizAutomation CRM + Business Management


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crm knowledge pdf  CRM + Business Management BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via Ou Read More

Meridian Knowledge Solutions


Meridian Knowledge Solutions helps you create measurable value with your learning strategy. Meridian provides technology platforms that empower enterprises, governments, and member-based organizations to develop their people by delivering learning, assessing performance, and fostering collaboration. We’ve been making customers our partners since 1997. Our suite can be deployed on-premise, hosted, or in a secure cloud. Innovative design promotes configuration to business processes, while reducing costly implementations. Meridian helps extend learning beyond employees to the value chain, including partners, members and customers. Mobile capabilities enable on-the-job-training, while social sharing builds the learning community.

crm knowledge pdf  Knowledge Solutions Meridian Knowledge Solutions helps you create measurable value with your learning strategy. Meridian provides technology platforms that empower enterprises, governments, and member-based organizations to develop their people by delivering learning, assessing performance, and fostering collaboration. We’ve been making customers our partners since 1997. Our suite can be deployed on-premise, hosted, or in a secure cloud. Innovative design promotes configuration to business Read More