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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 crm software and services


5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

crm software and services  step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections 5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Aplicor delivers Web-based CRM , ERP and accounting software to global midmarket and enterprise organizations. Unique strengths include an intuitive user interface to promote a positive user experience, Source :

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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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Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

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Interface Software Expands Its CRM Functionality


Interface Software, a provider of relationship intelligence to professional services firms, introduces InterAction 5 with three additional modules aimed at facilitating collaborative work in both legal- and project-based environments. InterAction 5 reinforces Interface Software's customer relationship management offering in response to its customer requirements and work processes. Interface Software targets particularly accountants, financial services, law firms, and management consultants.

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Top Software for Financial Services Companies


For your own customized comparison reports, select a category below:ERP for Financial Services. Accounting Software Systems.

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Professional Services Are Catching-up With CRM


The CRM market is shifting. Instead of looking for an all-purpose and horizontal oriented CRM application, customers are seeking a more specialized and industry specific tool. From the larger organization to the smallest customers, CRM buyers are expecting their applications to follow their business model with limited need for customization. Interface Software, which is focused on the professional services market, is an example.

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GFI Software


GFI is a leading software developer that provides a single source for network administrators to address their network security, content security and messaging needs. With award-winning technology, an aggressive pricing strategy and a strong focus on small-to-medium sized businesses

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Services Resource Planning: How Integrated PSA, CRM, and Financials Can Transform Your Services Business


Enterprise resource planning (ERP), customer relationship management (CRM), and professional services automation (PSA) are all part of a standard software system for many companies today. But for project- and service-driven companies, an emerging type of software is making things easier to combine the most important elements of these solutions to support the whole bidding-to-billing lifecycle. Services resource planning (SRP) provides the basis of a system covering everything from initiation and planning to resource management, execution, and closing of projects and services.

Services- and project-based organizations make up a larger part of the business landscape today, as the economy has become more service- and project-driven in recent years. This project-driven service economy depends upon knowledge-worker productivity, and accurately predicting this productivity, including the time, skills, materials, and intellectual property that are required to produce favorable client outcomes, can help companies to succeed in a competitive landscape.

Whereas many companies still use standalone accounting, CRM, and PSA solutions that are not integrated, the new SRP applications in the cloud have emerged to remove those silos and manage the entire project lifecycle. Read this white paper to find out more about services resource planning and why professional services businesses need to consider this new type of software to help manage their project lifecycles.

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Computer, IT, and Software


The computer, IT, and software industry represents permanent innovation and change: new technologies, new business models, and the constant search for best business and technology practices. In a market that changes every day, high financial risks must be addressed accordingly. Computer, IT, and software companies must take action to maintain profitability and stay competitive. Leading companies in this industry that adopt technologies to help meet their business, operational, and manufacturing needs can set an example for other industries.

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Smart Software


Founded in 1984, Smart Software is a provider of enterprise-wide demand forecasting, planning, and inventory optimization solutions. Smart Software's flagship product, SmartForecasts, has thousands of users worldwide, including customers at mid-market enterprises and Fortune 500 companies, such as Abbott Laboratories, Metro-North Railroad, Siemens, Disney, Nestle, Nikon, GE, and The Coca-Cola Company. Smart Software is headquartered in Belmont, Massachusetts.

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VDoc Software


A subsidiary of the Axemble Group, a holding company with extensive experience in the small to medium business (SMB) market, VDoc Software is an independent software vendor with 500 customers and more than 400,000 users. Since 1996, the vendor has provided software that focusses on processes, employee productivity, and organizational relationships with customers and partners. VDoc Software is headquartered in Charbonnières les Bains (France).

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Perfect Software


Located in Arcadia, California (US), Perfect Software has been supplying personal computer (PC) and Application System 400 (AS/400) custom accounting software to small to medium size businesses for over 20 years. Perfect Software is an IBM Partner in Development.

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