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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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 what is crm system crm software


Why CRM Is So Hard and What To Do About It: Data is key to making CRM work
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business

what is crm system crm software  from system to system: what is a customer in one system may be a household in another. Or, worse, what makes up the customer record in one system may be completely different - or even conflict with - what constitutes a customer record in another system. Despite spending millions on CRM systems for call center scripting, campaign management software and the like, companies can't accommodate a marketing department's simple request to link direct mailing or call center results to Web site hits for a give

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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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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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CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

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Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+


I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com.

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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 as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

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Halogen Software


Established in 1989 and headquartered in Ottawa, Canada, Halogen Software provides web-based appraisal, 360-degree feedback and survey software solutions, consulting and hosting services. Halogen eAppraisal is web-based employee performance appraisal software that automates the time-consuming employee appraisal process. Halogen e360 simplifies the administration of formal feedback procedures with straightforward ease-of-use and sophisticated reporting. Halogen eSurveyor is the market-leading e- survey solution that makes online surveys simple, fast and cost- effective. In today''s increasingly competitive market, companies look to HR professionals to attract, retain, and motivate their top employees. Halogen Software provides web-based software solutions to dramatically improve HR and line manager productivity.

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Distribution in a Challenging Economy: Online (Software as a Service) versus Traditional Software


When considering major purchases, most people ask, “Why rent when you can buy?” But with IT systems, the reverse may be true. Software as a service (SaaS) offers many advantages over traditional software, especially in terms of the on-going costs of maintaining and upgrading systems. Learn how passing those burdens on to a SaaS vendor can help your company focus on optimizing efficiency, productivity, and profitability.

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Maximizer Software


Maximizer Software is a pioneer in contact management technology. For more than 25 years we've been developing CRM software to help businesses better manage their customers, leads, and prospects. Our claim to fame is in our all-in-one CRM software which is built with the flexibility to be customized to unique business processes.

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Soffront Software


Soffront Software, Inc., established in 1992 and located in Fremont, California (US), offers an integrated CRM solution spanning marketing, sales, customer support, employee support, and portal applications. Soffront has more than 500 large enterprise customers as well as thousands of small enterprise customers worldwide. Soffront customers include companies across all industries, federal, state, and local government agencies, and the departments of many Fortune 500 corporations.  

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Fatal Flaws in ERP Software Create Opportunity for Niche Software in CPG Companies


ERP software may fail to meet critical business requirements. When companies find that their ERP doesn't meet all of their business requirements, they should investigate niche software vendors who are focused on fixing fatal flaws. This paper discusses one of the potential fatal flaw areas in the CPG industry.

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Expandable Software


Founded in 1983, Expandable Software, Inc. develops, markets, and supports an integrated manufacturing enterprise resource planning (ERP). The company's implementation process is performed exclusively with direct employees of the company. Expandable's customers-which range from start-ups to growing manufacturers with annual revenues approaching the billion-dollar mark-manufacture a variety of products including medical devices, electronics, and consumer goods. Expandable is headquartered in Santa Clara, California (US), with offices in California (US), Medway, Massachusetts (US), and New Albany, Ohio (US).

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