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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 website code


The Lexicon of CRM - Part 1: From A to I
C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part one of three-part article to provide explanation and meaning for most

crm website code  - The ability of CRM software to route incoming requests based on defined criteria such as: person's name, skillset, group, availability, knowledge, or geographical location. B   B2B - Business to Business . Represents business that is conducted primarily between two businesses. B2C - Business to Customer . Represents business that is conducted between a business and end users or customers. Bluetooth - A wireless protocol that allows two objects to communicate with each other, transferring data and

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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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When Small Business Packages Have Enterprise Appeal


As an APS-based business management system, NetSuite can effectively serve the needs of small medium businesses. Its integrated application uses three distinct building blocks: customer relationship management, back-office ERP and accounting, and a robust set of e-commerce applications.

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Do You Need a State-of-the-art ERP Solution?


As your company grows, you must continually evaluate whether your work processes and IT solutions can solve your problems and help grow your business. By performing a gap analysis, you can look at where your business is headed and whether you have the right tools to get there. This white paper can help you perform a preliminary gap analysis to determine whether you need to upgrade your IT solutions and business processes.

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Fourth Shift Corporation: Working Overtime To Provide Complete Customer Care


Fourth Shift claims to have grasped the requirements of its target market (SMEs) that wish to acquire most of their business applications from a single source, even if they have to sacrifice some functionality. To that end, the company launched its Complete Care program. Complete Care is possibly the most comprehensive approach for small and midsize manufacturers to obtain needed business enterprise applications, backed by professional services and a long-term commitment to the customer's success. However, Fourth Shift’s future is not without significant challenges.

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Reinventing the Business Workspace


A new, connected way of working is breaking down the old, functional silos of activity that kept workers isolated in their desktop cubicles. Rippling across the modern, web-enabled workplace, it links people wherever they work and collaborate—in workplaces, virtual spaces, meeting rooms, and mobile devices. Learn how on-demand applications can combine to create productive, adaptable information sharing and workflow.

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CRM Software Review: Pivotal CRM


This customer relationship management (CRM) software review report examines the CRM software by Aptean and its support for manufacturing industry customers against known benchmarks. It assesses Pivotal CRM by Aptean for customer relationship management functionality and reviews the product’s support capacity with a focus on:

  • Sales Force Automation
  • Marketing Automation
  • Customer Support
  • Analytics and Reporting
  • Extended CRM

The report contains an independent analyst’s review of the CRM software based on a demonstration provided by Aptean. The review identifies the features of Pivotal CRM that distinguish it from other CRM solutions, including its partnership with QlikView to offer optimized intellectual property and data analytics capabilities and its ability to integrate with Aptean’s other ERP solutions. The analyst also outlines the software provider’s implementation process, support model, and target user base.

Pivotal CRM is a solution for manufacturing industry customers that is particularly ideal for clients in the financial services and discrete and process manufacturing sectors. Pivotal CRM provides CRM support to businesses through sales force automation, marketing management, and service management support.

Pivotal CRM achieved TEC certification status for its CRM software solution by completing TEC’s certification program, which includes a demonstration of the CRM software’s support for specific real-world business processes and a detailed functional benchmarking analysis.

Based on a demonstration of Pivotal CRM, a TEC analyst has assessed the CRM software’s features, evaluating the software against known industry benchmarks, to determine that Pivotal CRM is a strong CRM system

Download this software review report for product analysis and comparison, and in-depth analyst commentary, and to learn more about how Aptean’s Pivotal CRM can help businesses achieve their customer relationship management objectives.

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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...

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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.

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The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

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How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

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CRM Buyers Guide


CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs.

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