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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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 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

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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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SYSPRO CRM


SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share the same data for a collaborative effort. User-specific dashboards can be customized for views of information suited to a user’s individual needs. SYSPRO CRM integrates with the SYSPRO ERP solution for additional efficiencies. Sales orders, check shipments, inspect customer accounts receivable, verify inventory levels, and other critical functions can be initiated directly through SYSPRO CRM without having to exit screens or navigate complex menus. The SYSPRO CRM solution is easily customizable.  

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Customer Data Integration: A Primer


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 One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

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Integration with Oracle Fusion Financials Cloud Service


This white paper explores the need for seamless integration when adopting a cloud strategy for financial management, and introduces an approach that can ease your integration woes.

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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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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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Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

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YOur CRM Solution in Our 2011 CRM Buyer's Guide


Find out about listing andsponsorship options. To learn more aboutsponsorship opportunities, please complete this brief questionnaire or contact us...

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Enterprise Application Integration - the Latest Trend in Getting Value from Data


Enterprise Application Integration (EAI) is one of the hot-button issues in IT for the Year 2000. Information Week Research's survey of 300 technology managers showed nearly 75% of respondents said EAI is a planned project for their IT departments in the coming year. According to a survey conducted by Bank Boston, the market for EAI is expected to be $50 Billion USD by 2001. However, successful EAI requires a careful combination of a middleware framework, distributed object technologies, and custom consulting.

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Out-of-the-box Integration


Is it is possible for small and medium businesses (SMBs) to achieve levels of application integration historically reserved for large enterprises with deep IT pockets? Duplication of data can be eliminated with the right electronic document management system (EDMS). Discover how an EDMS can be integrated with other core business applications to replace paper files and documents, driving efficiency and managing IT costs.

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