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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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 sage crm 7 1


Sage ERP and CRM Portfolio Update: Clarity at Last
Having developed an extraordinary customer experience (ECE) strategy—“Enrich, Connect, Grow”—Sage is firming up its enterprise resource planning (ERP) and

sage crm 7 1  Product Management and Marketing, Sage CRM Solutions . Contrary to its ERP counterpart, Sage's CRM portfolio is straightforward to position and has always had a global nature. The portfolio is constituted from only two acquisitions (former Interact Commerce SalesLogix and Accpac), compared with the umpteen ERP and accounting acquisitions Sage has made in North America alone. Sage's family of three CRM solutions supports over 75,000 businesses and 3.6 million users with a wide range of business

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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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Microsoft Dynamics AX: The Chosen One Among Microsoft Dynamics ERP Equals? - Part 1


I have no reason to doubt Kirill Tatarinov, thus far the longest-standing corporate VP of Microsoft Business Solutions, when he keeps reassuring the market by stating that “Microsoft equitably loves all of its children.” Indeed, the Microsoft Dynamics division and its staffers are careful not to reveal any individual enterprise resource planning (ERP) product results

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Will Sage Group Cement Its SME Leadership with ACCPAC and Softline Acquisitions? Part Four: Market Impact


Given Sage's revenue level is quite higher than those of Geac, MBS, SSA Global, and Lawson Software, making it an ultimate juggernaut within the SME market per se, the time has long come for its mind share to become commensurate with its size.

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Will Sage Group Cement Its SME Leadership with ACCPAC and Softline Acquisitions? Part One: Event Summary


By recently acquiring ACCPAC International and Softline, the Sage Group continues to round out by annexation. It currently still has the largest geographic coverage in the lower-end of the mid-market.

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Sword Ciboodle-One More BPM-Centric CRM Provider


What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve the customer experience by improving customer-facing processes. TEC principal analyst P.J. Jakovljevic reviews the vendor’s key offerings and sits down with Ciboodle’s VP of product and market strategy to discuss the company’s challenges, strategies, and technologies.

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Market Focus Report: The Value of Mobile and Social for CRM


Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption.

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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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Sage ERP X3 Wins a Healthcare Services Deal


An unnamed health plan management company recently selected e2b teknologies, a Sage software reseller and Gold Development Partner, and Sage ERP X3 to help the company keep up with increasingly strict and complex industry regulatory compliance and stringent accounting guidelines.

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Zavanti CRM Is Now a TEC Certified Solution


TEC (Technology Evaluation Centers) is pleased to announce that Zavanti CRM is now one of TEC’s customer relationship management (CRM) certified solutions. Built on the MS Dynamics CRM 2013 platform, Zavanti CRM leverages most of the out-of-the-box functionality in MS Dynamics and adapts it for the professional services and property development verticals.

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2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

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CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?


Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success.

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