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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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 best crm freeware


Collaborative Commerce: ERP, CRM, e-Proc, and SCM Unite! A Series Study: IFS - Part 1 of 2
IFS arrived over five years ago on U.S. shores, with a Christmas-bag full of software components that run from the front-office to back-office and back again

best crm freeware  Commerce: ERP, CRM, e-Proc, and SCM Unite! A Series Study: IFS - Part 1 of 2 Collaborative Commerce: ERP, CRM, e-Proc, and SCM Unite! A Series Study: IFS - Part 1 of 2 R. Garland - October 22, 2001 Introduction  In the early 90's, ERP came of age. Everyone had to have the functionality ERP packages promised. Since then, as Web and Internet technologies have matured, CRM on the front end, and e-Procurement and Supply Chain Management on the back end, these packages have come into their own.

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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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Software for Real People Part Two: Competition and User Recommendations


The root of creativity rests in the people, the management, and the culture of the organization. A better tool will not help an organization that is resistant to change and stifles creativity. It is important to remember that while management can solve a technical problem, technology will never solve a management problem.

best crm freeware  with other applications. The best example of the second category, visualization , is Microsoft's Visio . This widely used, almost ubiquitous application is extremely powerful and virtually indispensable in large project management. Unfortunately, the key to the power of visual programs like Visio is a result of the boundary definitions of the abstraction. These boundaries were necessary for the application programmers to develop Visio's rich feature set. These same boundaries or constraints, however, Read More

Software for Real People Part One: MindManager Feature and Functions


Many software applications are indispensable for the operation and management of the enterprise. They, however, may actually stifle creativity--arguably the most valuable aspect of human capital--by requiring the user to adapt to the tool rather than have the tool supporting the user.

best crm freeware  Possibly one of the best descriptions of MindManager X5 is the following quote from PC Pro Magazine . If you never do any planning, writing, research, organizing, learning or thinking, then you can probably manage without it. But for the rest of us, MindManager is a must have product. MindManager has also won a number of awards Laptop Magazine , editor's choice, PC Plus editor's choice, PC Magazine Top Ten Software Products, and the Computerworld Innovative Technology Award Let's take a behind the Read More

How a Paper and Packing Company Grew with a Scalable ERP System


Joshen Paper & Packaging needed to update its enterprise resource planning (ERP) distribution system. Joshen partnered with Vormittag Associates Inc. (VAI) and found a solution that consolidates its financial reporting and provides its sales team with real-time inventory information access. The result: faster inventory turnaround and order fulfillment—and to date, about 100 new clients in its customer base.

best crm freeware  VAI still held the best solution to our business needs. Solution Joshen upgraded its VAI S2K Enterprise for Distribution to version 3.7.3. Several key reasons drove this decision: (1) satisfaction with VAI's integrated ERP solutions, (2) appreciation of what version 3.7.3's upgraded financial reporting features could do for Joshen and (3) recognition that VAI's in-house technical expertise could customize its flexible, Web-based software package to meet Joshen's fluid organizational dynamics. According Read More

EAM versus CMMS: What's Right for Your Company? Part Two: Integration Concerns


In most cases, companies will acquire enterprise asset management (EAM) software but the interfaces to external systems will have to be constructed.

best crm freeware  a BOB offering (see Best of Breed Versus Fully Integrated Software: The Pro's and Con's ) . Also, since pure play EAM vendors do not rely on existing ERP modules to support certain maintenance operations, their more complete functionality may provide a better fit with how certain maintenance departments operate than with internally developed EAM solutions by ERP vendors. Also, as the EAM software has been evolving into a mature, slower-growth market, many incumbent vendors are responding to this by Read More

The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

best crm freeware  Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how. Read More

CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

best crm freeware  zero in on the best one for your company's needs. With this CRM Buyer's Guide , you'll quickly get up to speed on all the key CRM considerations: business benefits of a CRM solution hosted vs. on-premise CRM, including advantages and disadvantages CRM market overview and history CRM cost considerations CRM solution providers You'll also learn about the essential CRM tools, including sales force automation (SFA), service and support solutions, and reporting and analytics tools. Get the guide that makes it Read More

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

best crm freeware  your organization. It's the best way we know of to evaluate CRM solutions, and we invite you to give it a run-through. Simply click on the link below to visit our CRM Evaluation Center to conduct your fast, free custom CRM comparison. After all, there's no other organization quite like yours. For a free custom comparison of CRM solutions, click below. Find out which CRM solutions are best suited to your company's particular requirements and type of business. Read More

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.  

best crm freeware  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. Read More

The Best Practices of Successful Manufacturers


Learn about them in the white paper best practices in complex equipment manufacturing, sales, and service.

best crm freeware  Best Practices of Successful Manufacturers As a manufacturer of complex products and equipment, you know how tough it is to do business today. Competitors with access to advanced technologies, and improved management and logistics practices, threaten to turn your products into commodities. At the same time, shorter and shorter product life cycles are putting tremendous pressure on your resources and margins. But there are best practices you can turn to—to get your products to market more quickly and Read More

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

best crm freeware  our decision support engine ebestmatch ™ in the CRM Evaluation Center , you can compare CRM products from customer service, analytics, or any other functionality that is important to a manufacturing company. Among the certified CRM vendors in our database (which include certifications in progress), here are the top five rated  for customer service and analytics/reporting: Top Five Customer Service and Support (alphabetical order): Aplicor (Aplicor Inc.), Infor CRM Epiphany (Infor), Pivotal CRM (CDC Read More

Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

best crm freeware  CRM Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective. Read More

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.  

best crm freeware  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. Read More

The Benefits of Selecting a CRM Implementation Partner


As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

best crm freeware  Management Solution , Choose Best CRM , Planning a CRM System , CRM Integration , Successful CRM Rollout , Selection of Customer Relationship Management Software , CRM Success Strategies , CRM Software Selection Advice , Customer Relationship Management Vendor Selection Process , on Premise CRM , Customer Relationship Management Planning , Workspace CRM , CRM Implementation Firm . Introduction As your company embarks on a CRM initiative, the software selection is only one facet of a successful project. Read More

Why CRM Is So Hard and What To Do About It: Data is key to making CRM work


Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization.

best crm freeware  CRM Is So Hard and What To Do About It: Data is key to making CRM work Introduction Over the next five years, companies will spend $150 billion to reinvent sales, marketing and service. Customer relationship management (CRM) is the hub of this turning wheel, and data is the axle. It's why Gartner calls managing customer-related data the number one obstacle to getting a return on CRM investments. To fully exploit the power of CRM, and to realize its much-hyped promise, organizations must first recognize Read More