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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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 free crm sugar


Top ERP, CRM, Accounting, HR, POS, CMMS-EAM Software Comparisons
To find out, simply use. TEC's ERP comparison reports to compare any three ERP manufacturing solutions of your choice.

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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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Entellium


Located in Seattle, Washington (US), Entellium has a research and development center in Malaysia and global consulting services worldwide. It has provided CRM solutions to global brands such as Pan Pacific Hotels, Standard Chartered Bank, MCIS Zurich Insurance, and TELUS. Entellium is one of the fastest growing CRM companies today. Furthermore, Entellium delivers the best post-sales support in the CRM industry with free training, world-wide 24x7 help desk access and a dedicated account manager to ensure a quick deployment.

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Up Close and Personal: Martin Schneider, Senior Director of Communications at SugarCRM-Part 2


In part one of my interview with Martin Schneider, Senior Director of Communications at SugarCRM, we discussed the history of SugarCRM and the open source customer relationship management (CRM) space. Part 2 describes SugarCRM’s approach to development, their partner ecosystem, and how social media has changed CRM.Q: About development—most of it is done by your team of programmers

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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.

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Up Close and Personal: Martin Schneider, Senior Director of Communications at SugarCRM


Recently, I had the pleasure of speaking with Martin Schneider, Senior Director of Communications at SugarCRM where he provided information about the company, Sugar 6 (latest version), and social customer relationship management (SCRM). In this first up close and personal blog post, Martin will discuss what made Sugar CRM the most successful open source CRM product and one of the best CRM products

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

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Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

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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.

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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.

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CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

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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, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

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