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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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 innovation crm


Beware of CRM Innovation for Innovation’s Sake
When I first wrote about the upcoming TEC CRM Buyer’s Guide focusing on innovation, I stated that customer relationship management (CRM) vendors can

innovation crm  into indirect costs. 4. Innovation isn’t always a commitment for vendors. Your CRM vendor may not have innovation included in its long-term product map. For niche vendors, it gets even more complicated, because they might be acquired by larger companies, which will incorporate the solution into theirs and perhaps decide that future development does not necessarily focus on innovation. Vendors with a proven history of innovation may be considered safer from this perspective, but the ideal way to address

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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 » innovation crm

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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Great Plains ASP - Evolution, Revolution, Innovation


On September 18, 2000, Great Plains (Nasdaq: GPSI), announced the expansion of its Application Service Provider (ASP) initiative. Great Plains has evolved its ASP partner program to better meet the diverse needs of its ASP partners and their customers

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CRM Transformation and Innovation to take Organisations into 21st Century


Customer demand has pushed customer relationship management (CRM) business solutions to higher levels of technological innovation and integration resulting in more user-friendly and cost-effective solutions that deliver measurable results to both the users and the organization. In this paper we outline how CRM has matured both technologically and as a strategic business initiative to deliver organizational CRM success supported by real ROI.

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Announcing the Upcoming TEC CRM Buyer’s Guide: Focus on Innovation


CRM has changed enormously over the past decade. New technologies and changing customer behavior have both had a great impact on the way companies manage their existing and potential clients. TEC’s upcoming CRM Buyer’s guide will show what CRM vendors are doing to differentiate themselves from the competition through innovation, and to help their customers better adapt to the

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Enabling Growth through Business Model Innovation


By understanding and successfully leveraging business model innovation, your company can...

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EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

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Pivotal CRM: CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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Market Focus Report: The Value of Mobile and Social for CRM


Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption.

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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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Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

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