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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 software review 20


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

crm software review 20  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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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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Documents related to » crm software review 20

New Approaches to Software Pricing


Hearing the complaints of dissatisfied customers, some vendors are developing customer-centric contracts. HarrisData has even gone so far as to draft a Bill of Rights for customers. How well do these pledges measure up?

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Saba Software: Figuring Out Social Talent Management


For years, Saba Software has been helping companies transform enterprise-wide learning and how people do their work. In this article, principal TEC analyst P.J. Jakovljevic shows you how Saba’s people-centric systems enable organizations to mobilize, inspire, and engage their people to develop new strategies and initiatives, and cultivate individual and collective know-how to effectively compete and succeed in the marketplace.

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Software Vendor Red Flags


So you’re well on your way in terms of deploying the enterprise software. With great care and diligent planning you have assembled your team and despite your best efforts in securing resources and communicating schedules and responsibilities your Project Schedule is falling behind. You wonder if only I had selected the other vendor I wouldn’t have to be preparing this project update for first

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How to Access and Buy Business Management Software


For most companies, changing accounting software is a daunting challenge. Not only is transitioning the accounting function to a new software package tricky in itself, but it is usually catalyzed by one or more business challenges that are (hopefully) solved by the new system. Knowing that, how can you minimize the risks involved in selecting a new accounting application?

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Software AG


Software AG helps organizations achieve their business objectives faster. The company’s big data, integration and business process technologies enable customers to drive operational efficiency, modernize their systems and optimize processes for smarter decisions and better service.

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Rishabh Software


Rishabh Software is an ISO 9001:2000 and ISO 27001 certified company. Rishabh provides an array of solutions in the fields of IT, IT-enabled services (ITES), and business process outsourcing (BPO). The company is headquartered in Gujarat (India).

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Managing Risk in Enterprise Software Selection


Selecting and implementing new enterprise software changes your company, and the business processes that drive it. How you handle these changes can make the difference between implementation failure and success. Download this report to learn the steps to take--and the mistakes to avoid--to ensure a successful project outcome. You'll also learn why it's essential to deal with risk before the implementation phase--when it may be too late.

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TOWER Software


TOWER Software provides enterprise content management (ECM) solutions to government and regulated industries, as well as electronic document and records management (EDRM) solutions. TOWER Software is a privately held company with operations in North America, Europe, and Asia Pacific, and maintains strategic partnerships with technology and information management companies including Microsoft, Hewlett Packard, Adobe Systems, and Kofax. The vendor is headquartered in Canberra (Australia).

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Flexi Software


FlexiInternational Software, Inc. ("Flexi") provides business accounting solutions. The FlexiFinancials Enterprise Suite consists of accounting applications and components that are sold directly and through partnership programs, including private label partnerships (FIP). Flexi has been providing scalable, high volume processing, international solutions to financial services, banking, insurance, and other service organizations across the globe for over a decade.

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Computer, IT, and Software


The computer, IT, and software industry represents permanent innovation and change: new technologies, new business models, and the constant search for best business and technology practices. In a market that changes every day, high financial risks must be addressed accordingly. Computer, IT, and software companies must take action to maintain profitability and stay competitive. Leading companies in this industry that adopt technologies to help meet their business, operational, and manufacturing needs can set an example for other industries.

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