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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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 data flow in crm systems


Data, Data Everywhere: A Special Report on Managing Information
The quantity of information in the world is soaring. Merely keeping up with, and storing new information is difficult enough. Analyzing it, to spot patterns 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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Three Es of CRM


With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate themselves from the competition. Customer relationship management and enterprise resource planning technologies play a critical enabling role.

data flow in crm systems  this leakage, workflow and data management software tools along with the new 3D design tools are being evaluated. The manufacturer's vision is to link these tools to the procurement system and create a means for designers to re-cost changes online, notify the sales rep via email, and request milling and manufacturing estimates to make the change. Sales reps will then have time to contact clients to negotiate the additional charges, review potential timing impact with the client, and release change Read More

Way To Go, Ross Systems!


Although Ross Systems today is merely a shadow of a once solid profitable vendor, its embattled management deserves accolades for tenacity and pulling off a third consecutive profitable quarter, thereby remaining in the race.

data flow in crm systems  access to applications and data. Technically, Ross' seems to be catching up with its competitors too given a hefty R&D investment despite reduced revenues. Ross' has finally delivered the long needed product development initiatives: iRennaisance.connect, the Ross' XML-based web and back-office integration tool. Current developments include the evolution of a Java and XML web strategy, covering sales and customer management, electronic proof of delivery, invoicing, procurement and forecasting, with Read More

ERP Systems Buyer’s Guide


The implementation of an enterprise resource planning (ERP) system to automate business processes is a strategic investment. Buying the right system and choosing the best vendor for you are critical to a successful ERP implementation. As a decision maker, you need to quickly identify your ERP requirements, effectively communicate these needs to vendors, and successfully compare various product alternatives. Learn how.

data flow in crm systems  Ease of integration and data flow among the modules within the ERP suite of the vendor Business Scale and Complexity Elementary Buyer - A standard off-the-shelf ERP solution with basic functionalities that can easily integrate with other systems - Pre-packaged configuration of the ERP package accounts for most of the buyer's features/functionalities requirements Business Scale and Complexity Enterprise Buyer - A sophisticated, highly customizable ERP solution having advanced features, functionalities, Read More

Intuitive Manufacturing Systems Shows Maturity in Adolescent Age Part Four: Challenges and User Recommendations


As long as the "old" software is meeting business needs, new technology is not the change driver, which makes building replacement products on a new framework a higher risk strategy. Product functionality still matters and, while it is important for enterprise applications providers to implement the latest computer science "quantum leap", there is no guaranteed correlation between first-to-market and the ultimate-success-in-the-market. In fact, based on many experiences, one could even argue that the correlation might be inverse.

data flow in crm systems  Setup and infrastructure-heavy electronic data interchange (EDI) is eventually going to be replaced by secure transactions between systems that no longer need that money drain in the middle. As we move closer to these realities, technology architectures are going to make a huge difference in whether one is able to provide these new capabilities or not, and how quickly, easily, and therefore inexpensively one can do so. Still, Intuitive will have to carefully introduce the remaining pure .NET software Read More

The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

data flow in crm systems  workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how. Read More

Cisco Systems Inc.


Cisco Systems, Inc. (NASDAQ: CSCO) was founded in 1984 by a small group of computer scientists from Stanford University. It provides networking for the Internet. Cisco hardware, software, and service offerings are used to create Internet solutions that allow individuals, companies, and countries to increase productivity, improve customer satisfaction, and strengthen competitive advantage. The company provides technologies in areas such as routing and switching, home networking, IP telephony, optical, network security, storage networking, and wireless LAN.

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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.

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How Best-in-class Plan, Budget, and Forecast in Today’s Dynamic World


Prospects for the global economy remain precarious. But effective financial planning, budgeting, and forecasting can enable successful decision making even in periods of unprecedented change. Dynamic financial planning enabled through five key elements—process, organization, knowledge management, technology, and performance management—give business leaders the tools to take action and emerge even stronger. Find out how.

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Wireless (In)Security Trends in the Enterprise


Wireless Fidelity (WiFi) has become a mainstream technology offering great benefits and efficiencies but carrying with it unique security challenges. Unsecured WiFi provides an easy target for hit-and-run style attacks allowing hackers to cause severe damage while remaining invisible and undetected. Ignoring the specific requirements for securing their enterprise network and users against WiFi vulnerabilities, businesses risk loss of confidential data, legal fines and penalties, and brand erosion. By following WiFi security best practices and using the right tools, enterprises can reap the benefits of WiFi while protecting their IT infrastructure from WiFi threats.

data flow in crm systems  risk loss of confidential data, legal fines and penalties, and brand erosion. By following WiFi security best practices and using the right tools, enterprises can reap the benefits of WiFi while protecting their IT infrastructure from WiFi threats. Read More

Systems Monitoring and Management: Vendor Evaluation Checklist


This systems’ monitoring and management vendor evaluation checklist from Uptime Software is designed to help IT managers and administrators as they search for the right solution. It is intended to be a generic list that can be updated, expanded, and customized depending on your exact requirements. You are welcome to edit and modify each of the items as you see fit.

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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.

data flow in crm systems   Read More

Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

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Maximizer CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

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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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