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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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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

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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The Case Against Modifying Your Enterprise Software


Consider the case of two hypothetical companies—Company A and Company Z—each using an identical enterprise software package delivering identical core functionality. Company A has the same number of users, but the total cost of ownership (TCO) experienced by Company Z is about twice the TCO enjoyed by Company A. Why? We explain.

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Quantifying the Value of Software Asset Management


If you’re not up to speed on the key benefits of software asset management (SAM) solutions, this overview can help. Additionally, you’ll learn about the areas where an SAM solution can deliver the most tangible, quantifiable cost savings to your company. You’ll also learn how to calculate the potential return on investment (ROI) on an SAM solution in order to present senior management with a compelling business case.

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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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Daffodil Software


Daffodil Software develops and markets a lineage of Java database servers and replication products. Since its inception, Daffodil Software has designed and developed database products such as Daffodil DB, One$DB and Daffodil Replicator. The company intends its suite of products to enable the development and deployment of software applications, and assist in lowering the total cost of ownership (TCO) of said applications. The company is involved with such open source projects as Compiere, Hybernate, and JBoss. Daffodil Software is headquartered in Haryana, India and was founded in 1999.

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Enterprise Process Improvement (EPI) Software: Customer and Software Vendor Collaboration


Having just completed implementing your enterprise-wide software, you are about lean back, put your feet up on the desk, and enjoy the fruits of your labor. Not so fast! While you were completing your implementation project, a new release of the software may have already hit the street or, for sure, there is one in the pipeline. Now you are faced with the decision as to if and when to take on the new release. Maybe now is the time to look at how a new class of software tools, enterprise process improvement (EPI), can assist you in the upgrade decision.

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Asure Software


Asure Software, Inc. offers cloud-based time and labor management and workspace management solutions that enable businesses to control their biggest costs—labor, real estate, and technology. Asure serves approximately 6,000 clients worldwide and currently offers two main product lines: AsureSpace workplace management solutions enable organizations to maximize the return on investment (ROI) of their real estate, and AsureForce time and labor management solutions deliver efficient management of human resources and payroll processes.

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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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Selecting Software: A Systematic Approach to Buying Software


In our new “wired” world, software is no less important than other products and services in our everyday lives. But people are generally more used to buying other products and services than software. In many ways, however, selecting software is similar to selecting other products and services. Find out the key factors and criteria you should include—and what you should leave out—when you’re in the market for a new software solution.

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Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

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