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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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 data flow diagram sugar crm

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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Documents related to » data flow diagram sugar crm

CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

data flow diagram sugar crm  CRM,customer relationship management,Technological Solutions,CRM landscape,CRM application,crm implementation,crm integration,CRM projects,e-CRM,implementing a CRM application Read More

Data Blending for Dummies


Data analysts support their organization’s decision makers by providing timely key information and answers to key business questions. Data analysts strive to use the best and most complete information possible, but as data increases over time, so does the time required to identify and combine all data sources that might be relevant.

Data blending allows data analysts a way to access data from all data sources, including big data, the cloud, social media sources, third-party data providers, department data stores, in-house databases, and more, and become faster at delivering better information and results to their organizations. In the past, the challenge for data analysts has been accessing this data and cleansing and preparing the data for analysis. The access, cleansing, and preparing data stages are complex and time intensive. These days, however, software tools can help reduce the burden of data preparation, and turn data blending into an asset.

Read this e-book to understand why data blending is important, and learn how combining data means that you can get answers to your business questions and better meet your business needs. Also learn how to identify what features to look for in data blending software solutions, and how to successfully deploy these tools within your business. Data Blending for Dummies breaks the subject down into digestible sections, from understanding data blending to using data blending in the real world. Read on to discover how data blending can help your organization use its data sources to the utmost.

data flow diagram sugar crm  Blending for Dummies Data analysts support their organization’s decision makers by providing timely key information and answers to key business questions. Data analysts strive to use the best and most complete information possible, but as data increases over time, so does the time required to identify and combine all data sources that might be relevant. Data blending allows data analysts a way to access data from all data sources, including big data, the cloud, social media sources, third-party data 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.

data flow diagram sugar crm  Zavanti CRM, CRM for professional services, CRM for real estate, CRM software for real estate, CRM software for professional services, MS Dynamics CRM 2013, CRM for property development, CRM for property salespeople, CRM for property developers Read More

Data Masking: Strengthening Data Privacy and Security


Many business activities require access to real production data, but there are just as many that don’t. Data masking secures enterprise data by eliminating sensitive information, while maintaining data realism and integrity. Many Fortune 500 companies have already integrated data masking technology into their payment card industry (PCI) data security standard (DSS) and other compliance programs—and so can you.

data flow diagram sugar crm  Masking: Strengthening Data Privacy and Security Many business activities require access to real production data, but there are just as many that don’t. Data masking secures enterprise data by eliminating sensitive information, while maintaining data realism and integrity. Many Fortune 500 companies have already integrated data masking technology into their payment card industry (PCI) data security standard (DSS) and other compliance programs—and so can you. Read More

Making Big Data Actionable: How Data Visualization and Other Tools Change the Game


To make big data actionable and profitable, firms must find ways to leverage their data. One option is to adopt powerful visualization tools. Through visualization, organizations can find and communicate new insights more easily. Learn how to make big data more actionable by using compelling data visualization tools and techniques.

data flow diagram sugar crm  Big Data Actionable: How Data Visualization and Other Tools Change the Game To make big data actionable and profitable, firms must find ways to leverage their data. One option is to adopt powerful visualization tools. Through visualization, organizations can find and communicate new insights more easily. Learn how to make big data more actionable by using compelling data visualization tools and techniques. Read More

Business Basics: Unscrubbed Data Is Poisonous Data


Most business software system changes falter--if not fail--because of only a few root causes. Data quality is one of these root causes. The cost of high data quality is low, and the short- and long-term benefits are great.

data flow diagram sugar crm  Basics: Unscrubbed Data Is Poisonous Data Introduction A manufacturing company experienced continually increasing overhead costs in its purchasing and materials departments. It also began to see increased inventory levels and production line delays. A consulting firm was brought in to analyze the company''s materials management processes and the level of competence of its materials and procurement staff. After mapping the entire process, from the creation of a bill of materials through post-sales Read More

Dynamics CRM


Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) solution comprised of a robust suite of sales, marketing, and customer service capabilities. The product offers businesses of all sizes a fast, flexible, and affordable solution for finding, winning, and growing profitable customer relationships. Native Office Outlook integration encourages rapid user adoption, improves productivity, and helps streamline business processes for greater overall impact. Microsoft Dynamics CRM provides enterprise scalability, performance, and flexibility with a choice of on-premise and on-demand deployments.  

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Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

data flow diagram sugar crm  integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? Every vendor, of course, has their own opinion. And, of course, we have ours. The Integrated Solution  You''ll read plenty, as you scan around the web, from both independent analysts as well as the large integrated-CRM software vendors, that integration is the Holy Grail. Why? Because companies are wary of spending two Read More

Compiere ERP & CRM


Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management.

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A Roadmap to Data Migration Success


Many large business initiatives and information technology (IT) projects depend upon the successful migration of data—from a legacy source, or multiple sources, to a new target database. Effective planning and scoping can help you address the associated challenges and minimize risk for errors. This paper provides insights into what issues are unique to data migration projects and to offer advice on how to best approach them.

data flow diagram sugar crm  Roadmap to Data Migration Success Many large business initiatives and information technology (IT) projects depend upon the successful migration of data—from a legacy source, or multiple sources, to a new target database. Effective planning and scoping can help you address the associated challenges and minimize risk for errors. This paper provides insights into what issues are unique to data migration projects and to offer advice on how to best approach them. Read More

Agile Data Masking: Mitigate the Threat of Data Loss Prevention


You may not be as protected from data loss as you think. This infographic looks at some ways in which an enterprise's data can be compromised and vulnerable to security breaches and data loss, and shows how data masking can mean lower security risk and increased defense against data leaks.

data flow diagram sugar crm  Data Masking: Mitigate the Threat of Data Loss Prevention You may not be as protected from data loss as you think. This infographic looks at some ways in which an enterprise''s data can be compromised and vulnerable to security breaches and data loss, and shows how data masking can mean lower security risk and increased defense against data leaks. Read More

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.

data flow diagram sugar crm   Read More

Data Storage in the Cloud-Can you Afford Not To?


Storing data in the cloud using Riverbed Technology’s Whitewater cloud storage gateway overcomes a serious challenge for IT departments: how to manage the vast, and ever-growing, amount of data that must be protected. This paper makes the business case for cloud storage, outlining where capital and operational costs can be eliminated or avoided by using the cloud for backup and archive storage.

data flow diagram sugar crm  Afford Not To? Storing data in the cloud using Riverbed Technology’s Whitewater cloud storage gateway overcomes a serious challenge for IT departments: how to manage the vast, and ever-growing, amount of data that must be protected. This paper makes the business case for cloud storage, outlining where capital and operational costs can be eliminated or avoided by using the cloud for backup and archive storage. Read More

Data Mining with MicroStrategy: Using the BI Platform to Distribute Data Mining and Predictive Analytics to the Masses


Data mining and predictive analysis applications can help you make knowledge-driven decisions and improve efficiency. But the user adoption of these tools has been slow due to their lack of business intelligence (BI) functionality, proactive information distribution, robust security, and other necessities. Now there’s an integrated enterprise BI system that can deliver data mining and predictive analysis. Learn more.

data flow diagram sugar crm  BI Platform to Distribute Data Mining and Predictive Analytics to the Masses Data mining and predictive analysis applications can help you make knowledge-driven decisions and improve efficiency. But the user adoption of these tools has been slow due to their lack of business intelligence (BI) functionality, proactive information distribution, robust security, and other necessities. Now there’s an integrated enterprise BI system that can deliver data mining and predictive analysis. Learn more. Read More

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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