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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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 example data flow diagram 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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CRM: A Business Imperative during the Economic Downturn


The economic downturn means that businesses must capitalize on every opportunity to gain revenue. With the right customer relationship management (CRM) solution, you can protect current revenue streams and unearth new customer revenue opportunities—despite the most challenging market conditions. CRM helps ensure you deliver exceptional service to your current customers, building their long-term loyalty. Find out how.

example data flow diagram crm  | Key Performance Indicators Example | Key Performance Indicators KPI | Key Performance Indicators Metrics | Key Performance Management | Key Performance Measure | Key Performance Measurement | Key Performance Measurements | Key Performance Metrics | Key Performance Objectives | Key Process Indicators | Key Strategic Indicators | KPI | KPI Example | KPI Management | KPI Measurement | KPI Performance | KPI Reporting | KPI Reports | KPI Software | Learning Management System | Management Solutions | Read More

Supercharging SOA


IT managers realize that service-oriented architecture (SOA) projects are no longer an “if”—they’re a “when.” SOA can help achieve your number-one goal: aligning IT with business. If you’re in the consideration and planning stage, you’ll need some practical strategies for a business-driven SOA deployment. Find out how packaged solutions can accelerate SOA deployments, ease the burden of SOA management, and more.

example data flow diagram crm  integration. What''s a good example of a company leveraging SOA to better align IT and the business? One of our customers is a major European magazine publisher with more than 7,000 employees. By deploying SOA, they were able to expand their reach beyond traditional boundaries, doing so by shortening the time it takes to get information into articles and then through the publishing process. As a result, they compressed the time from an article''s conception to its being published in a magazine from months Read More

Demand Planning: Optimizing Operations across the Supply Chain


Demand planning applications can help manufacturers establish baseline sales forecasts and perform analysis to improve resource usage. They can also help manufacturers optimize pricing capabilities and better understand their markets. Yet to get the most out of these tools, manufacturers must be willing to reorganize their planning processes—and to share the resulting insights with supply chain partners and customers.

example data flow diagram crm  and sales forecasting. For example, Fleetwood Enterprises, a leading maker of recreational vehicles and manufactured housing, is using a Web portal to upload dealer sales data to improve forecasting. For Fleetwood and others, the payoffs derived from a more effective demand planning system ripple through the supply chain. But for the individual manufacturer or distributor, they tend to center around key financial benefits: Reduction of inventories, Reduced warehouse space, and Improved customer Read More

INDUSTRIOS Software-All About Make-to-Project Manufacturing


I recently had the pleasure of talking with Mr. Jacques Decarie, Vice President of Oakville, Ontario–based enterprise resource planning (ERP) company INDUSTRIOS Software Inc., which provides ERP software for small to medium manufacturing businesses. Mr. Decarie mentioned that his company offers a complete solution to this niche market for multiple types of discrete manufacturing operations

example data flow diagram crm  products can be, for example, massive equipment pieces, large air conditioner and ventilation units to be installed in a building, a variety of machines or pieces of machinery to be installed on ships, etc. Owing to their large size or other design particulars, it’s better and easier to build all the parts and components at the manufacturing site(s) and to perform the final assembly, installation, and final configuration of the unit directly on the client’s site. To support this type of discrete Read More

The Steel Manufacturing Industry: What Use Is an ERP System, Anyway?


TEC regularly works with companies to identify the right software vendors for their industry and particular needs. I’m going to provide you with information about ERP systems and how they relate to steel industry requirements (note: you can always consult our Vendor Showcase to find out more about specific software vendors). An ERP system is typically considered to be a company’s IT

example data flow diagram crm  manufacturing organizations. Here’s an example of a typical process flow in a steel manufacturing plant: A customer order is entered in the ERP module, which communicates with the supply chain management (SCM) module to figure out which orders can be met by on-hand inventory or by creating a production plan. This information is fed back and forth between levels 4 and 5 on one hand, and levels 3, 2, and 1 on the other, so that a promise date can be sent back on customer orders. The supply chain Read More

Metagenix Reverse Engineers Data Into Information


Metagenix’ MetaRecon reverse engineers metadata information by examining the raw data contained in the source(s) rather than depending on the data dictionaries of the existing legacy systems (which are often incorrect). Other unique Metagenix approaches include an "open book" policy, which includes publishing product price lists on their web site and complete access to company officials, including CEO and President Greg Leman. According to Mr. Leman, "we’re pathologically honest".

example data flow diagram crm  Reverse Engineers Data Into Information Metagenix Reverse Engineers Data Into Information M. Reed - February 15, 2001 Event Summary Metagenix, Inc. has designed its flagship product, MetaRecon to, as they put it, Decipher Your Data Genome . The product reverse engineers all of the metadata ( data about data ) from data sources and generates information that is very helpful to developers in designing specifications for a new data store, and assists greatly in preparing for cleansing and Read More

Governance from the Ground Up: Launching Your Data Governance Initiative


Although most executives recognize that an organization’s data is corporate asset, few organizations how to manage it as such. The data conversation is changing from philosophical questioning to hard-core tactics for data governance initiatives. This paper describes the components of data governance that will inform the right strategy and give companies a way to determine where and how to begin their data governance journeys.

example data flow diagram crm  from the Ground Up: Launching Your Data Governance Initiative Although most executives recognize that an organization’s data is corporate asset, few organizations how to manage it as such. The data conversation is changing from philosophical questioning to hard-core tactics for data governance initiatives. This paper describes the components of data governance that will inform the right strategy and give companies a way to determine where and how to begin their data governance journeys. Read More

Microsoft Goes Their Own Way with Data Warehousing Alliance 2000


Microsoft Corp. (Nasdaq: MSFT) today announced that 47 applications and tools from 39 vendors throughout the industry have qualified for Microsoft« Data Warehousing Alliance 2000. Alliance members and partners are committed to delivering tools and applications based on the Microsoft Data Warehousing Framework 2000, an open architecture based on the open standards and services built into the Windows« 2000 operating system, Microsoft SQL Server 7.0 and Office 2000.

example data flow diagram crm  show spotty representation. For example, in the enterprise resource planning space, Baan NV is represented, but SAP AG and PeopleSoft are not. In the area of supply chain analytics, the only vendor represented is Manuguistics Inc. User Recommendations We recommend that customers evaluate this solution cautiously, and only after the solution has been implemented numerous times and after interviews with reference accounts. Microsoft is notorious for the problems encountered in early releases of their Read More

Next-generation Data Auditing for Data Breach Protection and Risk Mitigation


Data breaches and leaks are on the rise—and the consequences, from theft of identity or intellectual property, can seriously compromise a company’s reputation. Stolen laptops, hacking, exposed e-mail, insider theft, and other causes of data loss can plague your company. How can you detect (and respond!) to breaches and protect your data center? Learn about the functions and benefits of an automated data auditing system.

example data flow diagram crm  generation Data Auditing for Data Breach Protection and Risk Mitigation Data breaches and leaks are on the rise—and the consequences, from theft of identity or intellectual property, can seriously compromise a company’s reputation. Stolen laptops, hacking, exposed e-mail, insider theft, and other causes of data loss can plague your company. How can you detect (and respond!) to breaches and protect your data center? Learn about the functions and benefits of an automated data auditing system. Read More

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.

example data flow diagram crm   Read More

CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

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Data Evolution: Why a Comprehensive Data Management Platform Supersedes the Data Integration Toolbox


Today’s organizations have incredible amounts of information to be managed, and in many cases it is quickly spiraling out of control. To address the emerging issues around managing, governing, and using data, organizations have been acquiring quite a toolbox of data integration tools and technologies. One of the core drivers for these tools and technologies has been the ever-evolving world of the data warehouse.

example data flow diagram crm  Evolution: Why a Comprehensive Data Management Platform Supersedes the Data Integration Toolbox Today’s organizations have incredible amounts of information to be managed, and in many cases it is quickly spiraling out of control. To address the emerging issues around managing, governing, and using data, organizations have been acquiring quite a toolbox of data integration tools and technologies. One of the core drivers for these tools and technologies has been the ever-evolving world of the 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.

example data flow diagram 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

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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Increasing Sales and Reducing Costs across the Supply Chain-Focusing on Data Quality and Master Data Management


Nearly half of all US companies have serious data quality issues. The problem is that most are not thinking about their business data as being valuable. But in reality data has become—in some cases—just as valuable as inventory. The solution to most organizational data challenges today is to combine a strong data quality program with a master data management (MDM) program, helping businesses leverage data as an asset.

example data flow diagram crm  Sales and Reducing Costs across the Supply Chain-Focusing on Data Quality and Master Data Management Nearly half of all US companies have serious data quality issues. The problem is that most are not thinking about their business data as being valuable. But in reality data has become—in some cases—just as valuable as inventory. The solution to most organizational data challenges today is to combine a strong data quality program with a master data management (MDM) program, helping businesses Read More