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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 sharepoint


Oracle CRM
Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features

crm sharepoint  CRM Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, sticky notes features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint.

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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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CRM and BPM: “We Goes Together Like Peas and Carrots”


In 2009, I attended two Gartner Summit events: the Gartner Business Process Management (BPM) Summit in March in San Diego; and Gartner Customer Relationship Management (CRM) Summit in September in Scottsdale. I not only saw a number of same vendors at both events, but both events also had many similar themes, such as customer service, workflow automation, business processes

crm sharepoint  SharePoint Server (MOSS)  allows CRM users to get the benefits of collaboration, document management, and search capabilities through Microsoft Dynamics CRM.  SharePoint is seen as a “poor man’s BPM and enterprise content management (ECM) system”  and in combination with Dynamics CRM (which Microsoft unofficially refers to as the “CRM+” offering) one can see the connection of CRM and BPM in earnest. To be more accurate, while many customers might use both products (CRM and MOSS)  together, Read More

More Banks Turning to Microsoft Dynamics CRM


While the pundits’ assertions that Microsoft is losing its relevance and innovation mojo continue to swirl, especially with an impending CEO change, there are still some bright spots in the company’s product arsenal, at least when it comes to enterprise applications. At the SIBOS global financial services event in Dubai, Microsoft announced that several leading banks are using Microsoft Dynamics

crm sharepoint  fact that Microsoft Dynamics CRM works seamlessly with other productivity applications such as Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft SharePoint , and Yammer . They can thus drive proactive interactions with end customers, leverage deep client insight, and deliver intelligent offers and custom-built experiences. In essence, Microsoft Dynamics CRM can help financial institutions become a trusted advisor for their clients by improving customer retention, adding new customers, and Read More

Information Architecture in Office SharePoint Server


Before any medium-to-large company implements Microsoft® Office SharePoint® Server 2007, it’s important to become familiar with the process that may occur. Included in this practical scenario, using a fictional company, are typical approach and implementation techniques that may come up when planning, customizing, and deploying Microsoft® Office SharePoint® Server 2007. Learn more about the features and functionality available.

crm sharepoint  departments provided by a CRM system or office locations provided by a custom database. Search The final step in Business Data Catalog deployment is adding the Business Data Catalog application to the enterprise search results. This allows the use of the existing search functionality to locate Business Data Catalog content alongside standard SharePoint corporate document content. These sources can be included in different scopes for more discreet control and even mapped to content types. This application Read More

Top Ten Ways To Get More From Your SharePoint Deployment


No portal is an island—or at least, it shouldn’t be. While SharePoint is great for sharing documents, it doesn’t integrate easily with the rest of your enterprise. To be truly useful, your portal needs to bring together all your users and connect to all your applications. Read about identity and context virtualization—a next-generation integration solution.

crm sharepoint  Ten Ways To Get More From Your SharePoint Deployment No portal is an island—or at least, it shouldn’t be. While SharePoint is great for sharing documents, it doesn’t integrate easily with the rest of your enterprise. To be truly useful, your portal needs to bring together all your users and connect to all your applications. Read about identity and context virtualization—a next-generation integration solution. Read More

Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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.

crm sharepoint  CRM 12: Salesforce Automation Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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. Read More

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.  

crm sharepoint  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. Read More

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

crm sharepoint  relationship management (CRM) (Wikipedia) CRM Without Workflow is not CRM: How to Maximize Sales and Service Productivity 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 Management , Read More

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

crm sharepoint  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the Sal Read More

Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

crm sharepoint  the Risk from CRM Purchase and Deployment Cutting the Risk from CRM Purchase and Deployment If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Intuit has completed the purchase of certain products from Entellium. Meet your CRM /Sales Force Automation needs with desktop and web applications developed by Intuit and trusted, third-party developers. Source : Entellium Resources Related to Risk from CRM Purchase and Deployment : Read More

CRM Your Salespeople Will Love


Simply visit TEC's CRM evaluation center to compare a new generation of CRM solutions based on your company's special requirements: your budget, in...

crm sharepoint  you can get a CRM system your salespeople will actually embrace—one that lets them work at peak performance—so they can bring in the new accounts, extra orders, and product upsells your organization needs and wants. Find out which new CRM solutions are best for your company. Simply visit TEC's CRM Evaluation Center to compare a new generation of CRM solutions based on your company's special requirements: your budget, industry, business model, geographical markets, IT platform, etc. Compare up to 50 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 sharepoint  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

Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM 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.

crm sharepoint  CRM 12: CRM Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM 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. Read More

Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM




crm sharepoint  Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM Read More