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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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 outlook integration in crm


War Looms in the On-demand CRM Market (and Beyond)-But Will You Profit from It?
Salesforce.com is now an almost unstoppable force in the world of on-demand customer relationship management. However, it may be the architect of its own

outlook integration in crm  full-suite CRM through Microsoft Outlook and browser clients, a customizable workflow powered by Windows Workflow Foundation ( WF ), and rich configuration and extensibility capabilities. Microsoft Dynamics CRM Online Professional Plus offers the capabilities of the Professional product as well as offline data synchronization. With Microsoft Dynamics CRM Online Professional Plus being priced at $59.00 per user per month (and $44.00 per user per month through the end of 2008), while the Professional editio

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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 » outlook integration in crm

CRM Vendors Cash In On The Financial Services Industry


Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

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Mid-Market ERP Vendors Doing CRM & SCM In A DIY Fashion Part 2: Market Impact


Tier2/Tier 3 vendors are prepared to endure the onslaught of the likes of SAP, Oracle, and PeopleSoft, as well as of proverbial mid-market leaders such as J.D. Edwards, Baan, Intentia, QAD, IFS and Epicor, and newly formed mid-market juggernauts like Microsoft Great Plains, Best Software (formerly Sage Software), and Navision, to name some. Frontstep and the Syspro Group lead the way.

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Mid-Market ERP Vendors Doing CRM & SCM In A DIY Fashion Part 1: Recent Announcements


While the ERP mid-market has seen more vibrant intra-market merger & acquisition activity during 2001, it appears that 2002 will, for some more tenacious Tier 2/Tier 3 vendors, be the year of delivering products under their own steam as to counteract the onslaught by Tier 1 vendors and mid-market juggernauts.

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Microsoft Throws .NET At SMEs, With CRM As Bait


While Microsoft might be honest today with its claims of staying away from the true enterprise-level CRM applications space, no one can be sure that its appetite will remain in check for very long.

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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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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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Software Integration


Most financial offices run at least three separate industry-specific software packages—often from different vendors. The problem with having all of these different solutions is that most of them require their own databases and do not integrate very well with each other. Document management systems (DMSs) are becoming popular with financial advisors, as they help organize the office and provide risk management. Learn more.

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Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection


Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

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Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

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