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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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 free crm data base


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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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

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The Lexicon of CRM - Part 3: From R to Z


CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon of CRM

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A Road Map to Data Migration Success


Many significant business initiatives and large IT projects depend upon a successful data migration. But when migrated data is transformed for new uses, project teams encounter some very specific management and technical challenges. Minimizing the risk of these tricky migrations requires effective planning and scoping. Read up on the issues unique to data migration projects, and find out how to best approach them.

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CRM for Manufacturing vs. Regular CRM


A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with

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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.  

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Data Integration: Creating a Trustworthy Data Foundation for Business Intelligence


Organizations combine their historical data with current data from operational systems to satisfy business intelligence analysis and government reporting requirements. This paper discusses the importance of data integration and helps you identify key challenges of integrating data. It also provides an overview of data warehousing and its variations, as well as summarizes the benefits and approaches to integrating data.

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Data Quality: A Survival Guide for Marketing


Even with the finest marketing organizations, the success of marketing comes down to the data. Ensuring data quality can be a significant challenge, particularly when you have thousands or even millions of prospect records in your CRM system and you are trying to target the right prospect. Data quality, data integration, and other functions of enterprise information management (EIM) are crucial to this endeavor. Read more.

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Data Management and Business Performance: Part 1-Data


Research for one of my projects led me to ask both software vendors and customers about the factors most important to software users in the selection of a business intelligence (BI) solution. Two topics resounded: the use of BI tools to improve data management and business performance management. Consumers are continuously looking for innovative ways to move, store, and improve the quality of

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Four Critical Success Factors to Cleansing Data


Quality data in the supply chain is essential in when information is automated and shared with internal and external customers. Dirty data is a huge impediment to businesses. In this article, learn about the four critical success factors to clean data: 1- scope, 2- team, 3- process, and 4- technology.

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Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

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