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Software Functionality Revealed in Detail
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 zoho crm email integration


Sales Force Automation Buyer’s Guide
No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of

zoho crm email integration  xsalesOnline.com Interchange Solutions Salesboom Zoho Itility CRM SalesCenter Landslide Technologies Salesforce.com LeadMaster SalesJunction.com LeadTrack Software Stone Software LongJump SalesPage Technologies LookOut Software SamePageSolutions Market Master SAP   Vendors Serving Enterprises   Aplicor LeadMaster SalesJunction.com Cobault LeadTrack Software Stone Software Concursive LongJump SalesPage Technologies Consona Maximizer Software SamePageSolutions Dovarri NOVAData Information Systems

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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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Customer data integration (CDI) involves consolidation of customer information for a centralized view of the customer experience. Implementing CDI within a customer relationship management initiative can help provide organizations with a successful framework to manage data on a continuous basis.

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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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Maximizer CRM


Maximizer CRM is an integrated sales, marketing, and customer service and support management solution accessible via multiple platforms: Web, mobile, and desktop. It offers simple-to-use list-based views, with customizable column setups and reports to display all the important details of each contact on one screen. It is easily configurable for organizations in any industry and is a key tool to optimize sales processes, enhance marketing initiatives, and improve customer service. Maximizer Software offers both on-premise and cloud-based solutions.  

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The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

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Understanding Integration in the SMB Market


Small and medium businesses (SMB) generally purchase integration solutions that conform to plans of their larger business partners. Their decisions are reactive, rather than proactive. Understanding the SMB market can help integration solution providers better understand SMB needs. This white paper addresses integration in the SMB market in two parts: the first deals with understanding the nature of the SMB market; the second deals with what SMB integration solutions should address.

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Secure Email on BYOD


Email remains the primary avenue for sensitive data to leave an organization's network. Securing it becomes more challenging with bring-your-own-device (BYOD). Employees use their own devices, with a variety of operating systems, and connect over insecure networks, making data security difficult to achieve. The good news? You can secure email, even on BYOD devices, without the hassles of mobile device management (MDM).

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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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Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

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Agiline 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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