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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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 education crm


Case Study: University Continuing Education
The school of business at one of Canada’s largest universities realized its old system for online registration, customer relationship management (CRM), and e

education crm  Study: University Continuing Education The school of business at one of Canada’s largest universities realized its old system for online registration, customer relationship management (CRM), and e-mail lacked needed functionality. The school wanted better reporting capabilities, automated waitlist maintenance, the ability to locate and change multiple profiles, and more. The learning management system (LMS) finally chosen allows easy modifications. Learn more.

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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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Documents related to » education crm

TEC Joins Forces with BPT Partners to Create the Industry’s Leading CRM Evaluation Center


Technology Evaluation Centers (TEC) , the world’s foremost provider of enterprise software evaluation tools, is pleased to announce its new strategic partnership with BPT Partners LLC (BPT) , a leading source of customer relationship management (CRM) research and education.

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Oracle (Finally) Learning and Applying Its Own CRM


After years of power struggle with its independent applications user group (OAUG), Oracle Corporation is to host its own application user group conference early next year.

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Changing the Face of Technology in Education: Funding Education-Not Technology


With tight budgets and spending restrictions affecting education, there has been increased interest in using a tool that has achieved significant success in the business world—customer relationship management (CRM) for schools. This approach involves taking a "customer-concentric" view to develop strategic plans. The key, however, is to take advantage of these capabilities without creating additional "information technology" overhead.

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Maximizer CRM Version 12 Gets TEC Certified


Headquartered in Vancouver, BC (Canada), with worldwide offices and business partners, privately owned Maximizer Software delivers customer relationship management (CRM) solutions and professional services to meet the needs of small to medium businesses (SMBs) as well as divisions of larger enterprises. With over 20 years of experience in the CRM industry, Maximizer offers one of

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Soffront CRM


The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM.  

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Cutting the Risk from CRM Purchase and Deployment


Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

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Choosing the Best CRM for Your Organization


It’s no secret that there is a bevy of deployment options available with most customer relationship management (CRM) solutions today—ranging from customized to out-of-the-box. But with choice comes complexity. In order for CRM buyers to choose wisely, they must find a deployment approach that best matches their needs while delivering superior performance, application integration, and functionality. Find out how.

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A Portrait of the Enterprise Software User in the Education Industry


Educational institutions are being driven by new technologies and changing student demographics to dramatically change the way they deliver their services. And growth in enrolment requires the proper management of student information, curricula, finances, and human resources. TEC product manager Rahim Kaba reviews TEC market data for a glimpse into the types of enterprise software systems that educational institutions are considering, and the top functional priorities they seek.

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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.

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.

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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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