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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 relationship management financial template


Best Practices in Siebel CRM Performance Management: Monitor, Measure, and Manage the End-user Experience
Many frustrated executives find that despite the fortune spent on managing servers, networks, and applications, there are still complaints about the performance

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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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Interface Software Expands Its CRM Functionality


Interface Software, a provider of relationship intelligence to professional services firms, introduces InterAction 5 with three additional modules aimed at facilitating collaborative work in both legal- and project-based environments. InterAction 5 reinforces Interface Software's customer relationship management offering in response to its customer requirements and work processes. Interface Software targets particularly accountants, financial services, law firms, and management consultants.

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How One Provider's Solution Covers the Bases of Price Optimization and Management


What are the solutions that enable Zilliant's customers to gain a better understanding of their markets' price response and translate this into more profitable pricing? Zilliant Precision Pricing Suite encompasses distinct solutions geared for each step of the pricing process.

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CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

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The Changing Face of CRM


The recent economic slowdown has illustrated how interwoven our global economies really are. The demands to increase enterprise performance has accelerated. Whether it’s to find new opportunities to increase or maintain market share, or to generate new revenue opportunities, each of these areas represent additional challenges in fulfilling customer expectations and demands. A greater

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Top Content Management Solutions Compared


Use TEC sContent Management Evaluation Center* to get a detailed comparison of content management solutions based on your priorities.

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Business Process Management as a Blueprint for Mobile Workforce Management


As service organizations strive to achieve business objectives with limited resources, there is a growing need for greater visibility into business process effectiveness. This is made more difficult by ever-changing business processes and exceptions management. This white paper explains how business process management (BPM) benefits mobile workforce management and outlines how a service-focused BPM solution enables faster BPM adoption.

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Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

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Case Study: SAP and Sales Management


To achieve global transparency of all customer relationships, SAP AG upgraded to the latest release of the SAP customer relationship management (CRM) application. This upgrade is part of its CRM Clear Vision Program. Learn how the upgrade to a single global solution helped SAP AG achieve effective collaboration, better visibility, improved productivity, and stronger customer relationships.

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Case Study: SAP and Marketing Management


By upgrading to the latest release of the SAP customer relationship management (CRM) application as part of its CRM Clear Vision Program, SAP AG transformed the way marketing and sales teams collaborate. Find out how increased visibility and improved interaction has helped SAP realize greater value from a more effective sales process, making it easier to hit sales targets and maximize sales revenue.

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A Candid Conversation with a Field Service Workforce Management Leader


ClickSoftware, rooted in field service workforce scheduling and optimization, provides automated workforce management and optimization solutions, on-demand and on-premise, creating business value through higher productivity, customer satisfaction, and operational efficiency. Its patented concept of “continuous planning and scheduling” covers the entire service lifecycle management realm. TEC presents a candid Q&A session.

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