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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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Compare Software Solutions
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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 crm activity report


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

crm activity report  Web sites within the CRM portal Ability to insert your own company logo for use throughout the system Ability to assign customizable welcome page or splash page for each user, role or group Full server log and activity tracking to monitor usage and manage customization System administrators toolbox to manage user accounts and roles Ease of Use and Navigation One-click access to any campaign No long scrolling pages to view lengthy campaign information User-defined menu navigation One window accesses all

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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

Customer Relationship Management (CRM) Software Evaluation Report

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. 

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Bluebee ERP v.4b.08 for Discrete Manufacturing and Distribution Certification Report


Companies performing a software evaluation and comparison want assurance that the products they’re evaluating do what the vendors say they do. Solutions certified by Technology Evaluation Centers (TEC) and bearing the TEC Certified logo were analyst-verified for accuracy. Learn about a TEC Certified ERP system for distribution and discrete manufacturing that might offer the modules and functionality you need.

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Data, Data Everywhere: A Special Report on Managing Information


The quantity of information in the world is soaring. Merely keeping up with, and storing new information is difficult enough. Analyzing it, to spot patterns and extract useful information, is harder still. Even so, this data deluge has great potential for good—as long as consumers, companies, and governments make the right choices about when to restrict the flow of data, and when to encourage it. Find out more.

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Business Intelligence Status Report: Recommendations


One of the biggest mistakes users often make with BI is forgetting the big picture, the strategic goals of what they hope to accomplish by accessing this information, while breaking out of traditional silo-ed metrics. BI is not a panacea, and enterprises must organize and prioritize their business needs across regions, departments (even across non-official "political" boundaries), etc., before they can hope to usefully report on the business information.

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BI State of the Market Report


IT departments rarely know as much about a business as the business people themselves. But business people rarely take action on numbers alone: they share the information with others, soliciting their feedback and performing external research before taking action. Business users still depend on IT to deliver answers related to the information that they receive. Business intelligence (BI) 2.0—also known as collaborative BI—uses the collective intelligence of the user community to enrich existing information. Learn how business intelligence (BI) 2.0 is helping business users create and modify their own reports, share and enrich information, and provide feedback to each other and to information producers.

When the community helps itself, information is turned into actionable information more quickly than when using purely “traditional” methods of community support, such as meetings, phone calls, and e-mail. And when actions are taken more quickly, the entire organization becomes more nimble and ultimately more competitive. This overview discusses how BI 2.0 can provide real benefits within your organization and what product features to look for in a BI solution in order to realize those benefits.

We hope you’ll find this guide a useful tool in determining which BI solution is best suited to your company’s business model and particular needs.


Table of Contents


Executive Overview
Using BI 2.0 to Increase your Competitive Advantage

Case Study
LogiXML Helps to Power its Real-Estate Reporting and Analysis

Thought Leadership
How Smart Marketers Succeed Online

Market Insight
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Report Sponsors
LogiXML

IBM

About TEC



Download the full copy of the TEC 2009 BI Buyer’s Guide for businesses.



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Using BI 2.0 to Increase Your Competitive Advantage


Business users know their data better than IT does. They know the meaning of the data, its history, and its relationship with other data. Yet traditional BI solutions have business users referring to IT for assistance with their data. Also, they are forced to work in silos. Sure, they can create their own reports and maybe even share them with other business users, but when it comes to sharing their own knowledge about the data, they have to rely on e-mail, telephone, and face-to-face meetings. By enabling the sharing of data-related knowledge through the BI system itself, business users become more self-sufficient and actions can be taken more quickly.

The raison d’être of BI is to provide business users with information that enables them to take action. Even if business users are self-sufficient when it comes to creating and sharing data, data on its own is rarely sufficient to take action. Identifying an opportunity in the market through numbers alone is not sufficient to justify investment in a new product or geography. Identifying a bottleneck in a business process is not sufficient to justify changes in the business process. Information about a business issue or opportunity is merely a part of the overall “solution domain.” Action is usually only taken after considering a number of factors in addition to the data, such as human knowledge and experience, the economic environment, and the competitive environment.

In this section, we lay out the capabilities to look for in a BI solution—and specific functional requirements needed to support these capabilities—that contribute to the goal of “harnessing collective intelligence.” In general, the more recent entrants into the BI market are paying the most attention to BI 2.0. Some vendors, such as Good Data, have it as a central component of their solution offerings.

The following are key capabilities of BI 2.0:

  • Collaboration
    Business users are able to share information within the user community and create discussion threads relating to the information.


  • Identification of useful information
    Business users can flag information that is likely to be of use to others within the community.


  • Enriching of Information
    Business users can enrich the information through their knowledge and experience in addition to other external information sources in order to explain trends and generally assist other consumers of that information.


The community of “business users” needn’t be restricted to internal users. User collaboration is already mature within the Web space, under the guise of Web 2.0. With Web 2.0, collective intelligence is harnessed through comments on blog posts; contributions to wikis such as Wikipedia; and tagging of content, such as photos on Flickr. BI 2.0 takes these methods and applies them in the BI space by making data the focus of user collaboration.

The following sections take the capabilities above and list the functional requirements that support them. Bear in mind that each of these functional requirements is a business user requirement and not an IT or development requirement.


Download the full copy of the TEC 2009 BI Buyer’s Guide for businesses.

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Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

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Customer Relationship Management (CRM)


Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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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On-Premise vs. On-Demand CRM


When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision.

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CRM Buyers Guide


CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs.

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Hurwitz Report


Midmarket service organizations face challenges in administration, project management, and business management. Learn how Australia's NATA reduced expenditures and increased return on investment (ROI) and how FMC improved customer visibility with Epicor's integrated solutions and enterprise systems architecture (ESA).

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TEC 2015 Certification Report Zavanti CRM


Zavanti CRM is now certified by TEC for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. Zavanti CRM covers the full customer engagement cycle—from capturing and qualifying a lead, to converting the lead into an opportunity and tracking the state of the opportunity with commercial information, to further converting that opportunity into a project.

Zavanti's front-end CRM system is an adaptation of Microsoft Dynamics CRM. Zavanti CRM leverages most Microsoft Dynamics CRM's out-of-the-box functionality and adapts it for the professional services and property development verticals.

Besides the typical CRM functionality (sales, marketing, and support), Zavanti CRM includes capabilities that support professional services teams with their delivery efforts.

TEC research analyst Raluca Druta gives on overview of the product in the Zavanti CRM certification report. You'll also find detailed functionality graphs comparing Zavanti CRM to competitor solutions in the major CRM functionality areas for professional services and property development.

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