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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 glossary


Glossary of Enterprise Applications Terminology Part One: Accounts Payable Through Internet
As enterprise applications systems developed over time, a continuous stream of new terminology surfaced. This is a glossary of those terms.

crm glossary  see The Lexicon of CRM Part 1: From A to I , Part 2: From J to Q , and Part 3: From R to Z . Accounts Payable through CRM accounts payable (AP) : The value of goods and services acquired for which payment has not yet been made. accounts receivable (AR) : The value of goods shipped or services rendered to a customer on which payment has not yet been received. Usually includes an allowance for bad debts. advanced planning and scheduling (APS) : Techniques that deal with analysis and planning of logistics

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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

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM 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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TEC Helps Companies Compare, Select, and Evaluate PPM or Project Portfolio Management Software


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Glossary of Enterprise Applications Terminology Part Two: Just-in-Time to Extensible Markup Language


As enterprise applications systems developed over time, a continuous stream of new terminology surfaced. This is a glossary of those terms.

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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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CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

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