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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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 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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Documents related to » dynamics crm roadmap template

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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The Benefits of Selecting a CRM Implementation Partner


As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

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Dynamics West


Dynamics West features a team of professionals and consultants with proven expertise and a Microsoft Competency in implementation, deployment, customization and maintenance of Microsoft Dynamics NAV. Microsoft Dynamics NAV has a great potential in terms of allowing you to do your business processes your way. Our implementers are trained to use Dynamics' superior customization features to make things easier, faster and familiar. If you're looking for a software solution and you're also looking for a way to evaluate which one is best, Dynamics West can help. There is almost always a good fit that can be made when it comes to Microsoft Dynamics NAV, and to find the best fit you have to find the best partner. Our people have more experience in the software delivery field that most. In fact, both our head trainer and our chief architect are published authors.We want a relationship, not just a sale. Unlike other resellers that sell and deliver Microsoft Dynamics NAV, Dynamics West offers only highly experienced personnel who deliver a more thorough, well planned installation on time and on budget that minimizes unseen costs of software conversions. We will not oversell you and we will not undersell you. We will work with you during the discovery process to identify how NAV can meet your needs while giving you visible ROI. When you make the decision to buy from us you will have confidence that we both understand exactly what was agreed upon. Our goal is to keep your business long after your implementation, to be there with you as your business adapts and grows. To this end our project managers will make sure that everything that is being done makes sense and is the smart thing to do in the long run. All in all, when you come to Dynamics West you are coming into a partnership all the way from the sale to the service, and it's our goal to make that a lasting one.

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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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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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Agiline 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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CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

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CRM Your Salespeople Will Love


Simply visit TEC's CRM evaluation center to compare a new generation of CRM solutions based on your company's special requirements: your budget, in...

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CRM Buyers Guide


CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs.

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