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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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 e crm services


CRM Vendors Cash In On The Financial Services Industry
Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this

e crm services  its Siebel Financial Services e-business product. Janna has developed CRM software for the financial services industry since its inception in 1990. Janna's strengths are in contact management and web-based self-service. Siebel's eFinance product currently provides strong call center and lead management functionality and the addition of Janna's web-based self-service in particular will broaden Siebel's operational CRM offerings for financial organizations. In a recent press release Siebel indicated that

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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 Software Evaluation Report

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

Evaluate Now

Documents related to » e crm services

'Collaborative Commerce': ERP, CRM, e-Procurement, and SCM Unite! A Series Study


Now in 2001, the catchphrase is 'Collaborative Commerce', where we unite all of the elements of ERP, CRM, E-Procurement, and SCM into one coherent system within and between organizations. This is the stuff system integrators dream of.

e crm services  level attributes of both ERP and CRM systems, in order to set us up for evaluating the state of various vendor C-Commerce solutions. ERP Enterprise Resource Planning, which came into its own in the early 90's, is typically comprised of the following key high-level components: Manufacturing and Logistics Finances and Accounting Human Resources and Payroll For a complete definition of the scope of ERP, please refer to the article: Essential ERP: It's Functional Scope . ERP has extended backward, outside Read More

'Collaborative Commerce': ERP, CRM, e-Proc, and SCM Unite! A Series Study: PeopleSoft


PeopleSoft has risen from its relatively humble origins in the Human Resource Management Systems (HRMS) arena, its sole focus as it begun life in 1987. Over the course of a decade or so, it added Supply Chain Management and Financials to its list of application offerings. In the last few years, in the face of slowing cash flows from its traditional strongholds, it has gone full bore toward Internet-based enterprise-wide - even cross-enterprise - solutions, trying to enter the game and be competitive with other top tier ERP-turned Collaborative Commerce vendors. Showing fiscal growth and, very-recently, notably-improved market acceptance, Peoplesoft may be the enterprise software turnaround story of the last decade.

e crm services  product. On the front end, in the CRM space, there are notable gaps. There is no online, collaborative help afforded customers, either in the sales cycle or in the support cycle. In sales, PeopleSoft does not support Collaborative Web Browsing, any form of Interactive, Guided Selling, Online Chat, Call Me Now functionality, or Voice over IP (VoIP). In support, though there is the availability of an online knowledgebase for researching problems, there, again, are no Chat, Call Me Now or Voice over IP Read More

B2B E-business in the Supply Chain: New Services and Technologies Require Companies to Reevaluate Their Strategies


IT groups aspire to standardize on common integration platforms, but the pressure to integrate with business partners quickly often forces companies to favor expediency over strategy. With so many technology choices, it’s important to understand the role each can play when building an overall business-to-business (B2B) strategy. Learn about the four points you should consider when evaluating vendors and service providers.

e crm services  | Business to Business ECommerce | B2B Suppliers | B2B Trade | B2B Manufacturers | B2B Lead Generation | Supply Chain Solutions | Supply Chain Management | Supply Chain Optimization | Logistics | Value Chain | Supply Chain Model | Supply Chain Network | Inventory Control | Demand Chain | Demand Chain Management | Demand Optimization | Value Network | Supply Network | Demand Optimization | Distribution | Distribution Resource Planning | Supply Chain Framework | Supply Chain Management Processes | Business Read More

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.

e crm 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 : Read More

Payroll Services Checklist


Before you talk to a payroll services provider, you need to ask yourself several important questions about the current situation of your organization, and to consider its budget, expected growth, and more. Here’s a checklist of some of those questions so you can make the most of your consultation with potential services providers. Get organized and know your requirements before you commit to buying a payroll solution.

e crm services  Services Checklist Payroll Services Checklist If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. HR World is a leading resource and community for HR professionals. Free HR World Payroll Provider Checklist . Download our free payroll and compensation checklist to find out what key questions you need to ask from a payroll and compensation vendor. Source : HRworld Resources Related to Payroll Services : Payroll Services (Wikipedia) Read More

The Digital Competitive Advantage: There’s More to E-mail than E-mail


How does your company approach direct mail? Do you just randomly send the same package to everyone on your list, without regard for past behavior or purchase models? Probably not—so why is it that when it comes to e-mail marketing, many companies apply an entirely different standard? Don’t waste your time and your customers’—use information about their online activities to get a better customer view and increase revenues.

e crm services  Digital Competitive Advantage: There’s More to E-mail than E-mail How does your company approach direct mail? Do you just randomly send the same package to everyone on your list, without regard for past behavior or purchase models? Probably not—so why is it that when it comes to e-mail marketing, many companies apply an entirely different standard? Don’t waste your time and your customers’—use information about their online activities to get a better customer view and increase revenues. Read More

e-Intelliprise


e-Intelliprise is an enterprise resource planning (ERP) package supporting discrete and flow manufacturing with inventory control, purchasing, customer order processing, and financial software modules.

e crm services  Intelliprise e-Intelliprise is an enterprise resource planning (ERP) package supporting discrete and flow manufacturing with inventory control, purchasing, customer order processing, and financial software modules. Read More

CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

e crm services  the right versus the expedient response is taken. CRM is a classic pay-me-now or pay-me-later decision. The challenge is that the pay-me-now part is very visible and the pay-me-later is usually buried in lost productivity, etc. Cheerleader . The CEO must be a very visible advocate and communicator for the initiative. Given these implications, each CEO must assess the opportunity and cost in real terms. CRM can change the performance profile of the organization, but benefits will not be derived by simply Read More

Enterprise Resource Planning for Services, and Professional Services Automation: Where Do You Draw the Line?


Since the late nineties, enterprise resource planning (ERP) vendors have developed functionality for vertical markets in the service industry. Simultaneously, professional services automation (PSA) became a viable software category. Consequently, deciphering the difference between ERP and PSA remains a challenge.

e crm services  Resource Planning for Services, and Professional Services Automation: Where Do You Draw the Line? Introduction Since the late nineties, it has been evident that the enterprise resource planning (ERP) vendors that originally serviced the needs of manufacturing organizations have slowly extended their functionality to service the needs of non-manufacturing industries also. By the year 2000, when many of the major ERP implementations for the manufacturing industry had tapered off, tier one ERP Read More

Advisory Services


TEC's Advisory Services are designed to supplement your selection project with on-site support and guidance from our software selection experts.

e crm services  Services TEC's Advisory Services are designed to supplement your selection project with on-site support and guidance from our software selection experts. Read More

CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

e crm services  Software Guide SFA | ERM CRM Systems | ERM Best CRM System | ERM Business CRM Systems | ERM Compare CRM Systems | ERM CRM Management System | ERM CRM Software System | ERM CRM System Benefits | ERM CRM System Comparison | ERM CRM System Copy | ERM CRM System Cost | ERM CRM System Definition | ERM CRM System Design | ERM CRM System Implementation | ERM CRM System Requirements | ERM CRM System User | ERM CRM System Wiki | ERM Hosted CRM Software | ERM CRM Systems Definition | ERM Customer Relationship Read More

Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

e crm services  Business Imperative during the Economic Downturn . You'll learn how CRM can increase revenues from your existing customer base help you win new business at a far lower cost-of-sale lower costs and drive productivity in your sales, marketing, and customer service departments give senior management more control over the entire operation Get the lowdown on how one tool can help your business simultaneously get bigger and more efficient. Download your PDF copy of CRM: A Business Imperative during the Read More

ERP for Services Software Comparison Report


To find out, simply use TEC's ERP for services comparison reports to compare any three ERP for services solutions of your choice.

e crm services  for Services Software Comparison Report There are a lot of new dedicated ERP for services solutions on the market, and here's your chance to compare them—quickly and easily. Some of the leading solutions include Epicor for Service Enterprises, OpenAir PSA, IFS Applications, Deltek PPM and EVM products, SAP Business ByDesign, Oracle E-Business Suite, and Microsoft Dynamics AX. But which one is best for your organization? To find out, simply use TEC's ERP for Services Comparison Reports to compare any Read More

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

e crm services  we know of to evaluate CRM solutions, and we invite you to give it a run-through. Simply click on the link below to visit our CRM Evaluation Center to conduct your fast, free custom CRM comparison. After all, there's no other organization quite like yours. For a free custom comparison of CRM solutions, click below. Find out which CRM solutions are best suited to your company's particular requirements and type of business. Read More