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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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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 itil


Reporting Value of IT Services with Balanced Scorecards
A balanced scorecard is a measurement system for management that provides real insight into the status of a business or some part of it. Developed by Kaplan and

crm itil  | CRM Management | CRM Strategy | CTQ | CTQ Metric | CTQ Metrics | Dashboard Performance Indicators | Define Key Performance Indicators | Develop Key Performance Indicators | Development Critical Success Factors | Engineering Key Performance Indicators | Enterprise Resource Planning | ERP | ERP Critical Success Factors | ERP Implementation | ERP Software | ERP Solutions | ERP Success Factors | ERP System | ERP Systems | HR Key Performance Indicators | HR Metrics | HR Outsourcing | Ict Infrastructure

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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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Reducing Turnover and Managing Change: How Retailers Can Benefit from a New Approach to Training and Talent Management


This paper examines how a talent management system (TMS) that integrates learning, performance management (PM), compensation, development, and succession planning can make a bottom-line difference in a retailer’s ability to reduce turnover, manage change, and achieve strategic goals. It also examines how retailers are using software-as-a-service (SaaS) solutions to make optimum use of budgetary and staff resources.

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10 Steps to Continuous Compliance: Putting in Place an Enterprise-wide Compliance Strategy


Understanding the full scope of risk in today’s complex business environment is a must for achieving compliance with governmental mandates and industry regulations. However, many companies have a limited perception of risk and struggle to make compliance an enterprise-wide, integrated process. Compliance is no longer a one-time isolated project; it’s an ongoing effort—and you’re just tens steps away from discovering why.

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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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SAP as a Retail Market Force: More Fact Than Fiction


Can SAP, a market and technology leader in business management software, translate its success in the manufacturing industry to retail? TEC principal analyst P.J. Jakovljevic reviews the complexities of this master vertical and the steps SAP has taken to address them. The ensuing candid discussion with the SAP Retail Industry team sheds some light on SAP’s strategy with regard to the retail industry.

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Dynamics CRM: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base 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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Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller 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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Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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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.

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Leveraging CRM for Midsize Company Growth


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