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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

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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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 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, 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.

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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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CRM: What Is It and Why Do It? Part One: Historical Background


Many consultants, vendors, and analysts today define CRM in terms of being a customer-centric business strategy that is enabled by a set of applications that support customer-facing functions and management decision making. That may capture the essence of what CRM is, but it does not begin to capture why an end user organization should invest significant resources to pursue such an initiative.

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Managing Risk in Enterprise Software Selection


Selecting and implementing new enterprise software changes your company, and the business processes that drive it. How you handle these changes can make the difference between implementation failure and success. Download this report to learn the steps to take--and the mistakes to avoid--to ensure a successful project outcome. You'll also learn why it's essential to deal with risk before the implementation phase--when it may be too late.

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Flexi Software


FlexiInternational Software, Inc. ("Flexi") provides business accounting solutions. The FlexiFinancials Enterprise Suite consists of accounting applications and components that are sold directly and through partnership programs, including private label partnerships (FIP). Flexi has been providing scalable, high volume processing, international solutions to financial services, banking, insurance, and other service organizations across the globe for over a decade.

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Run your Business with no Software!


Picture your business today without software applications. It's hard to imagine, isn't it? But maybe you should try - and not for the reason you may be thinking. Think about how hard it would be to run your business if your software applications weren't working - and then build a plan to provide total application availability.

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The VMTurbo Cloud Control Plane: Software-driven Control for the Software-defined Data Center


The software-defined data center has the potential to extend the agility, operational, and capital benefits of virtualization throughout the data center stack. This paper outlines the need for software-driven control—the intelligence or “control plane” that can take advantage of the new software-defined capabilities, enabling enterprises and service providers to achieve the true potential of software-defined flexibility.

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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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Agiline CRM : Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

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