Use our CRM templates to establish your selection criteria for methodologies and strategies, including software and other web-based capabilities, which help an enterprise organize and manage customer relationships.
Insurance and Investment,
Sales Force Automation (SFA),
Call Center and Customer Service,
Professional Services Automation (PSA),
E-Mail Response Management,
Industry Vertical Module Availability,
... more details
Including: Management of opportunities, sales forecasting, leads, accounts and contacts, activities, territories, contracts, quotes and proposals, partners, analytics, reporting, and more... more details
Get everything you need to make an informed, impartial software selection in TEC's evaluation centers. From research to vendor data, reports and templates, and access to the TEC Advisor software selection system.