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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 of financial system


Microsoft Dynamics and the 2007 Microsoft Office System: Integration Highlights
Business management solution users spend most of their time “heads down” in the business application, but they also need to use communication and desktop

data flow diagram of financial system  data. Yet typically, the data that the information worker needs resides in the business application and does not lend itself to easy access from Excel. For example, finance professional needs to look at budgeted versus actual figures, cash flow and customer payables, and other dimensions to gauge company performance. The Custom Report Generator Snap-in can be set up to provide an Excel-based solution that displays data from Microsoft Dynamics and also enables the user to insert data back into Microsoft

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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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