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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 manager goals


8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative
It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well

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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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(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

crm manager goals  as part of Consona CRM , a division of Consona led by general manager Tom Millay. Initially, Onyx followed in the path of previous Consona acquisitions in the sense that Consona continued to support, maintain, enhance, and sell the Onyx product line. Given the company’s vitality, one cannot help feeling that Onyx’s potential had long been hampered by its loss-making aura, which was difficult to shake off (see Onyx Software: CRM Vendor Battling for Viability ). Onyx’s situation was further Read More

A CRM System Needs A Data Strategy


A customer relationship management (CRM) system is inherently valuable for supporting customer acquisition and retention by gathering data from each contact with customers and prospects. Collecting data, however, cannot be isolated from a strategy for actually using that data. Here is an overview of how to evolve the focus of a data strategy to specifically suit both the acquisition and retention phases.

crm manager goals  CRM System Needs A Data Strategy Introduction An underutilized customer relationship management (CRM) system - or one that cannot match its owner's expectations - will reflect poorly on both the vendor who sold it and the IT manager who authorized the purchase and installed it. Both, however, can help successfully manage such expectations (and add value to their respective roles) by wisely counseling about the strategic context into which a CRM system must function. Simply put, the market includes plenty Read More

Selligy Takes Mobile CRM to New Levels


Selligy is rolling out tools that allow sales professionals to manage their deals and update their sales forecasts more quickly and accurately, and from their smartphones. Selligy's activity-based mobile application uses the context of the mobile phone—including location, calendar, e-mail, and mobile data—to bypass time-consuming and manual processes found in most customer relationship management (CRM) systems.

crm manager goals  first time). By making CRM much easier and faster for salespeople to use, about 800 sales teams worldwide using Selligy's new platform have seen a 150 percent increase in salesforce.com forecast updates per week, increasing their sales visibility and forecast accuracy.   This update also includes the launch of Selligy Opportunity Manager , a tool that allows salespeople to quickly do their own “what-if” analysis when setting and updating their sales goals. With Selligy Opportunity Manager, Read More

Three Es of CRM


With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate themselves from the competition. Customer relationship management and enterprise resource planning technologies play a critical enabling role.

crm manager goals  crm white paper | crm white papers | customer experience | customer management software | customer relations management | customer relationship | customer relationship management definition | customer relationship management software | customer relationship management system | customer relationship management systems | customer relationship manager | customer relationships | definition of crm | definition of customer relationship management | free crm | hosted crm | hosted crm solutions | importance of Read More

TEC 2011 CRM Buyer's Guide


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

crm manager goals  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 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 manager goals  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

Visual Asset Manager


Visual Asset Manager is an Asset Tracking Software designed to control and manage mobile and fixed assets. This comprehensive software centrally manages what assets you have, where they are located, who uses them and all associated costs. A dynamic asset tracking solution, Visual Asset Manager has extensive barcoding and Radio Frequency Identification (RFID) technologies and functions built in.    

crm manager goals  Asset Manager Visual Asset Manager is an Asset Tracking Software designed to control and manage mobile and fixed assets. This comprehensive software centrally manages what assets you have, where they are located, who uses them and all associated costs. A dynamic asset tracking solution, Visual Asset Manager has extensive barcoding and Radio Frequency Identification (RFID) technologies and functions built in. Read More

HR Manager Talent Solutions


HR Manager Talent Solutions was founded in March 2003. One of Scandinavia's suppliers of recruitment solutions, HR Manager Talent Solutions has its head office in Norway and sub-offices in Sweden and Denmark, with other offices in Finland, Poland, Germany, Spain, and the United Kingdom (UK) through its partner program. In 2010, HR Manager Talent Solutions was listed on Deloitte Technology Fast50 in Norway and Fast500 EMEA. The company's flagship product Talent Recruiter is currently used by more than 300 companies in 50 countries within various industries. HR Manager Talent Solutions delivers human resources (HR) solutions as software as a service (SaaS) for the international market.

crm manager goals  Manager Talent Solutions HR Manager Talent Solutions was founded in March 2003. One of Scandinavia's suppliers of recruitment solutions, HR Manager Talent Solutions has its head office in Norway and sub-offices in Sweden and Denmark, with other offices in Finland, Poland, Germany, Spain, and the United Kingdom (UK) through its partner program. In 2010, HR Manager Talent Solutions was listed on Deloitte Technology Fast50 in Norway and Fast500 EMEA. The company's flagship product Talent Recruiter is Read More

Integrative CRM Enhances Midsize Business Agility and Performance


Customer relationship management (CRM) is more feasible and affordable than ever for midsize businesses. Learn what it takes to build a successful program in this report.

crm manager goals  CRM Enhances Midsize Business Agility and Performance Customer relationship management (CRM) is more feasible and affordable than ever for midsize businesses. Learn what it takes to build a successful program in this report. Read More

Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

crm manager goals  Advances Its CRM Solution with Zoho CRM Document Library Zoho has announced the Zoho CRM Document Library —an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document Library ensures correct document versioning and allows users Read More

SMB Team On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses.

crm manager goals  Team On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses. Read More

On-Premise vs. On-Demand CRM


When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision.

crm manager goals  Premise vs. On-Demand CRM When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision. Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

crm manager goals  CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+ Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center questionnaire : Industry : Manufacturing Structure : Read More

Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm manager goals  CRM 12: Salesforce Automation Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More