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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 user community


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

crm user community  show up. Too many CRM projects fail due to poor user adoption. After all, technology is only as good as the people who use it. To ensure that people do use your CRM system, it must be easy to use, accessible, and scalable, and significantly enhance productivity, efficiency, and visibility. On-demand CRM solutions that are delivered via a Web browser encourage adoption by replicating the familiar point-and-click interfaces of popular consumer Web sites, where everything must be user friendly. A look at suc

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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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Documents related to » crm user community

Sword Ciboodle-One More BPM-Centric CRM Provider


What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve the customer experience by improving customer-facing processes. TEC principal analyst P.J. Jakovljevic reviews the vendor’s key offerings and sits down with Ciboodle’s VP of product and market strategy to discuss the company’s challenges, strategies, and technologies.

crm user community  problem. Sword Ciboodle provides CRM software across the Web, interactive voice response (IVR), short message service (SMS), and instant messaging (IM) channels, thereby mitigating customer frustration. The company's model is particularly well suited for business-to-consumer (B2C) companies with a high volume of transactions and multi-channel interactions. As the customer engagement wheel on Figure 1 shows, the customer can be served directly, allowed to self-serve, or can participate in social forums. Read More

CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM


Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success and failure to emerge from the same initiative. Clearly defining the objective, implementing holistic best practices, and ensuring that senior management understands CRM as a business strategy can help maximize a CRM investment.

crm user community  titled The Blueprint For CRM Success . This study identified correlations between user organization approach and financial results. The key drivers (in order of impact) included Pursuit of a customer centric strategy Line level training and support Managing organizational change The statistical measurement of goals The study also emphasized four items that did not predict success: Brand of software Technology related steps Intensive process reengineering Culture change Lest the reader interpret these resu Read More

Major Vendors Adapting to User Requirements


SAP and Microsoft have finally realized that their products will increasingly be evaluated by how well they interconnect, how flexible they are, and how intuitive their user interfaces are. However, these trends have already been incorporated by lesser-known vendors.

crm user community  ) and Microsoft Dynamics CRM 3.0, all from within certain Microsoft Office applications. Microsoft points to this as another example of its strategy of delivering business management solutions that fit with customers' existing information technology (IT) systems. As recently reported, the Microsoft Dynamics vision involves at least two series of releases. One of the most important goals of the first series is to deliver a user experience that is integrated with Microsoft Office, by using a roles-based app Read More

A Spoonful of SugarCRMCase Study and Review of an Open Source CRM Solution


SugarCRM is a rapidly growing open source CRM company with solutions that appeal to a community of enthusiastic users. This study, based on a client who selected the Sugar Sales Professional CRM solution, compares product functionality to the competition and highlights some of SugarCRM's open source business practices.

crm user community  five users on MSBS CRM and Salesforce.com as opposed to what they'd spend on GoldMine or Sugar Sales Professional. Depending on the amount of users, Sugar Sales Professional can range up to about $250 (USD) per user per year (including annual maintenance and support). At that range, Jonathan believes his company began to see payback in three to four months. His engineers finally swallowed their medicine and now use the system. Initiatives Since September, SugarCRM has made improvements listed in their roa Read More

Enterprise On-Demand CRM Comparison Guide


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

crm user community  On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for businesses. 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 user community  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

Pivotal CRM


Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any organization in any industry Pivotal CRM includes the following functionality: Sales Force Automation Marketing Automation Service Automation Partner Automation Social CRM Mobile CRM Pivotal CRM Platform

crm user community  CRM Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any 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 user community  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

Techdirt Insight Community


Techdirt was founded in 1997 to provide news and analysis about technology and other issues. It launched its analysis and research service Insight Community ten years later.

crm user community   Read More

How to Reduce Business Risk through Secure User Access for SAP


Unencrypted communication between users’ workstations and the backend SAP servers is a significant vulnerability to your SAP environment. This can put the confidential data inside your SAP systems and your entire business activity at risk—and have a negative impact on your customers. Find out how to reduce business risks and improve audit results through encrypted communication and two-factor user authentication for SAP.

crm user community  example Customer Relationship Management (CRM) , Supply Chain Management (SCM) . SAP has introduced new technology components with SAP NetWeaver, including a full J2EE-compliant application server. SAP now also enables the assembly of new business solutions based on the concepts of Service Oriented Architecture (SOA) . With all these additional capabilities, the SAP landscape turns more complex Any solution for secure access to SAP should enable companies to protect their entire SAP landscape end-to-end. Read More

Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

crm user community  CRM : CRM for Financial and Insurance Markets Competitor Analysis Report This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. Read More

Absalon CRM


In the Absalon CRM solution we focus on supporting your business in Directing your efforts where it yields the best results, maximizing your activities in Creating new sales and Executing in order to build strong relationships over time. Absalon CRM 2011 is built upon the Microsoft Dynamics CRM 2011 platform. Microsoft set the bar high by developing the Certified for Microsoft Dynamics accreditation program. It sets a small group of proven, tested, and recommended business solutions apart from thousands of other solutions that have not met Microsoft’s highest standard for partner-developed solutions.

crm user community  CRM In the Absalon CRM solution we focus on supporting your business in Directing your efforts where it yields the best results, maximizing your activities in Creating new sales and Executing in order to build strong relationships over time. Absalon CRM 2011 is built upon the Microsoft Dynamics CRM 2011 platform. Microsoft set the bar high by developing the Certified for Microsoft Dynamics accreditation program. It sets a small group of proven, tested, and recommended business solutions apart from Read More

Market Focus Report: The Value of Mobile and Social for CRM


Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption.

crm user community  Mobile and Social for CRM Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption. Read More

CRM Solutions Buyer's Guide


CRM solutions provide organizations with important customer information and tools, and are particularly useful in enforcing levels of quality and specific procedures in a uniform manner. This white paper gives an overview of important things to consider when selecting a CRM solution, including summaries of on-premise and hosted solutions, a comparison of CRM types and solutions by company size, and different CRM solution features.

crm user community  Solutions Buyer's Guide CRM solutions provide organizations with important customer information and tools, and are particularly useful in enforcing levels of quality and specific procedures in a uniform manner. This white paper gives an overview of important things to consider when selecting a CRM solution, including summaries of on-premise and hosted solutions, a comparison of CRM types and solutions by company size, and different CRM solution features. Read More