X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 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

Read More


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. 

Evaluate Now

Documents related to » crm activity report

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.

crm activity report   Read More

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.

crm activity report   Read More

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.

crm activity report   Read More

BI State of the Market Report


IT departments rarely know as much about a business as the business people themselves. But business users still depend on IT to deliver answers related to the information that they receive. Learn how business intelligence (BI) 2.0—also known as collaborative BI—is helping business users create and modify their own reports, share and enrich information, and provide feedback to each other and to information producers.

crm activity report   Read More

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

crm activity report   Read More

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.

crm activity report   Read More

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.

crm activity report   Read More

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.

crm activity report   Read More

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).

crm activity report   Read More

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.

crm activity report   Read More