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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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 crm free trial


Microsoft Dynamics CRM: Much More Than Meets the Eye - Part 2
Part 1 of this blog series discussed the current upbeat state of affairs of Microsoft Dynamics CRM, as one of the three best-performing products within the

crm free trial  running Salesforce.com or Oracle CRM On Demand will receive six free months of the Microsoft CRM Online service when they sign up for an annual contract. But even after that period, Microsoft says it's providing at least 30 percent cheaper service than these two competitors, and in a pay-as-you-go manner (rather than with the annual upfront pre-payment that the competitors demand). Free offline access in  Microsoft Outlook  and free Mobile Express are other incentives, while eligible enterprise

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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

Customer Relationship Management (CRM)

Get a shortlist of CRM solutions based on your company’s needs and characteristics. It’s fast, free, and easy—and you’ll get the results immediately. 

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Documents related to » crm free trial

Software Comparison in 5 Easy Steps


The latest addition to Technology Evaluation Centers’ (TEC’s) Web-based software evaluation system, TEC Advisor, is the new Express Software Comparison Report. This report allows you to compare the strengths and weaknesses of enterprise software solutions on a functional module-by-module basis. If you’re an organization in the early stages of your software evaluation process, the “express” report

crm free trial  for each of the CRM model’s five modules (Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Product Technology). If you’re interested in reviewing the comparison results at a later date or presenting the data to your colleagues, you can print the report or use the “Select a format” drop-down menu at the top of the page to export the data to XML, CSV, PDF, MHTML, TIFF, XLS, and DOC formats. I invite you to try TEC Advisor now and generate an Read More

5 Tips for Energizing Your Sales Organization and Realizing Enterprise-wide Value with On-demand CRM


Increasingly, midsize companies are looking to customer relationship management (CRM) to energize their sales organizations and make the entire sales ecosystem more efficient. But while many solutions for midsize companies can be rapidly deployed to quickly energize a sales organization, what happens after that first jolt? Discover five tips for making sure your CRM choice continues to deliver return on investment (ROI).

crm free trial  CRM on Demand | CRM Free Trial | TEC Customer Relationship Management White Papers | TEC CRM Document | Technology Evaluation Centers on Demand CRM Whitepapers | CRM SaaS | CRM Software as a Service | Sale Force Automation | Software Deployment Over the Internet | Enterprise-wide Information Systems | Enterprise-wide Project Management | Read More

Vendor Rating Updates: Learning, Distribution ERP, Financials, CRM


A friendly colleague reminded me today that it's been a while since I've posted news about our ongoing product rating updates. So here goes, continue reading if you're evaluating software for any of the following types of systems. CRM ERP (manufacturing for discrete or process industries, ETO, distribution, and services industries) Financial systems PLM We published updated

crm free trial  following types of systems. CRM ERP (manufacturing for discrete or process industries, ETO, distribution, and services industries) Financial systems PLM We published updated ratings on a number of vendors' products. You can check out the ratings using a free evaluation centers trial or buy complete rating reports . Jeeves Universal ERP (v1.0) solutions for small and medium businesses. SugarCRM at 4.5.1, an open source CRM solution Deacom Accounting and ERP Software at 10.4, covers several manufacturing Read More

It’s About Process (or the Ability to be Responsive) -- Part IV


Part III of this blog series introduced Webcom ResponsAbility, the on-demand workflow automation and business process management (BPM) solution. Anyone interested can take the product for a free trial test drive here. Other Real Life ResponsAbility Use Examples In addition to the examples described in Part III, another example of the ResponsAbility software in use can be found in Grayhill

crm free trial  not stop the on-demand CRM pioneer from succeeding. The goal is not necessarily to out-feature other software packages, since most of them already have so much functionality that much thereof is never implemented or used (as can be seen in TEC's article entitled Application Erosion: Eating Away at Your Hard Earned Value). Thus, Webcom’s main goal is to make ResponsAbility so easy to set up and so easy to use that there will never be a failed implementation or a disgruntled customer. The goal is to Read More

CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

crm free trial  representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future. Read More

Customer Relationship Management (CRM)


When talking about relationship management in the context of software solutions, most people think of customer relationship management (CRM). However, relationships also exist between companies and their vendors, companies and their customers, vendors and their suppliers, employees, different departments of the same company, and so on. The Relationship Management Evaluation Center concentrates on CRM and supplier relationship management (SRM), as software and information and communication technology (ICT) play a major role in facilitating effective relationship management among all parties involved.

crm free trial  Evaluation Center concentrates on CRM and supplier relationship management (SRM), as software and information and communication technology (ICT) play a major role in facilitating effective relationship management among all parties involved. 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.

crm free trial  Buyer's Guide 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. 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 Read More

Using CRM to Sell More


When considering a customer relationship management (CRM) solution, it’s critical to understand the needs of your sales team. All too often, CRM applications have too much depth and complexity—and as a result, they fall into disuse. Some features may actually increase the effort of your sales people to close a sale. However, you can implement a CRM implementation that fits the needs of your sales team. Find out how.

crm free trial  CRM to Sell More When considering a customer relationship management (CRM) solution, it’s critical to understand the needs of your sales team. All too often, CRM applications have too much depth and complexity—and as a result, they fall into disuse. Some features may actually increase the effort of your sales people to close a sale. However, you can implement a CRM implementation that fits the needs of your sales team. Find out how. Read More

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.  

crm free trial  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 Read More

Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

crm free trial  Epiphany Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer Read More

CRM ROI: Creating a Business Case


Companies need to implement serious yardstick work when seeking to evaluate CRM-software investments. This involves creating a cost-benefit analysis, determining the tangible and intangible benefits, and the risks involved with CRM implementation.

crm free trial  claimed the ROI from CRM implementations was dismal, with 8 out of 10 projects failing to deliver on ROI promises, and 50-70 percent typical project failure rates.(1) Some of this year's reports are more optimistic, with about 52 percent of companies responding that their CRM initiatives generated an ROI between 51 percent and 500 percent, and 30 percent of respondents saying the return was greater than 501 percent.(2) Why the big difference in the results? Some have blamed the analyst researchers for the 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.

crm free trial  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

TEC 2011 CRM Buyer's Guide


The new TEC 2011 CRM Buyer's Guide makes it easy.

crm free trial  2011 CRM Buyer's Guide Want to know all about the dramatic changes in customer relationship management (CRM) software and how it impacts the way companies are doing business? The new TEC 2011 CRM Buyer's Guide makes it easy. Get the inside story on CRM innovation in cloud computing mobile CRM social CRM extended CRM functionality You'll learn about the benefits and drawbacks of the biggest trends in CRM. And how the latest CRM technology can make your company more profitable and competitive. The latest Read More

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.

crm free trial  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 Read More