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Software Functionality Revealed in Detail
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 dynamics crm roadmap template


Zavanti CRM Is Now a TEC Certified Solution
TEC (Technology Evaluation Centers) is pleased to announce that Zavanti CRM is now one of TEC’s customer relationship management (CRM) certified solutions

dynamics crm roadmap template  built on the MS Dynamics CRM 2013 platform. Zavanti CRM leverages most of the out-of-the-box functionality in MS Dynamics and adapts it for the professional services and property development verticals. Zavanti CRM covers the full customer engagement cycle, from lead capture and qualification to converting the lead into an opportunity, including tracking the state of each opportunity with commercial information and further conversion of the opportunity into a project. Zavanti CRM dashboard screenshot (clic

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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JDA Portfolio: For the Retail Industry Part Six: ERP Vendors and User Recommendations


ERP vendors promise products linking to financial and manufacturing systems (which logically, is currently the vendor's own system) and include collaborative SRM and PLM capabilities and links to CRM systems. JDA and others must simplify their integration framework strategies and JDA must focus on data synchronization to offer a truly differentiating collaboration product.

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Demystifying SAP Solution Manager


Many large organizations are struggling to manage all their software systems—let alone the different software versions across departments. In his article, TEC principal analyst P.J. Jakovljevic discusses how SAP Solution Manager, a unique offering for centralized support and system management, covers all aspects of system deployment, operations, and continuous improvement, to ease customer pain with their complex IT environment.

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CRM without Compromise: A Strategy for Profitable Growth


When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at the bigger picture from a customer perspective. But organizations that can build a business-centric system flexible enough to quickly respond to changing customer needs will have a sustainable competitive advantage and enjoy profitable growth for years to come.

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Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

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CRM for Manufacturing vs. Regular CRM


A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with

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SMB Team On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses.

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Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

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DYNAMICS IT S.A.


Dynamics IT  is specialized in ERP consulting and implementation of high quality solutions, currently projected as the company best partner for Microsoft Dynamics AX in Latin America

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The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

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Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation


Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.

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