Customer Relationship Management (CRM)

Customer Relationship Management (CRM) Software Evaluation Report

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1364 criteria + vendor answers

This comprehensive, customer relationship management (CRM) Software Evaluation Report 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. more details 

Sales Force Automation (SFA) Software Evaluation Report

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789 criteria + vendor answers

Sales Force Automation (SFA) systems help sales and marketing teams with functions related to taking orders, generating proposals or quotes, managing territories, managing partners, and maintaining contact data. Systems often include various levels of analytic and reporting capabilities. more details 

Enterprise Marketing Management (EMM) Software Evaluation Report

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939 criteria + vendor answers

The Enterprise Marketing Management (EMM) Software Evaluation Report helps determine support levels of various systems that help companies market their services or products effectively and efficiently. EMM tools help manage strategic planning and marketing resources (sometimes referred to as marketing resource management or MRM). This KB also covers rule-based techniques, pattern recognition, and other profiling features. more details 

CRM for Financial and Insurance Markets Software Evaluation Report

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1840 criteria + vendor answers

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. more details