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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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 sample of proposal on crm


5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

sample of proposal on crm  a structure and content sample for the requirements matrix development. MARKETING MANAGEMENT Campaign Management User-defined Campaign type and sub-type values Campaign profile information such as Campaign Owner, dates and user-defined fields for unique campaign info Ability to create date sensitive alert notifications for each Campaign Projected or forecasted Campaign benchmarks such as response rate, CPM, revenue and ROI goals Identification of lists used for each campaign (to measure list

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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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SouthWare Excellence Series: Making Excellence Easier Part Four: Application Analysis & Development Environment


This is a complete service management system that is comprised of four specific applications to help companies manage service contracts, track service histories and required preventive maintenance for each piece of equipment under service contract, daily planning and dispatch, and service invoicing.

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Knowledge Based Selections


Knowledge Based Selections allow companies to truly reach an optimum and justifiable technology decision. Knowledge Based Selections have several unique characteristics that enable a company to rapidly and effectively marry internal business requirements with a myriad of vendor attributes that relate to both product performance and long-term value to clients.

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4 Essential Components for Successful Sales


Most companies are aware that the buying processes of the world and its buyers are changing, but many have yet to recognize the need to make changes within their own sales force. Often sales professionals don’t have the proper skills or tools needed to be successful. But by integrating the four sales process components, they’ll be able to capture information that can be used to place them high above the competition.

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How to Outsell the Competition: The Benchmarking Edge for Successful Sales Execution


Benchmarking is a process where companies compare their performance over time against their competition. In doing so, they can identify where their strengths lie and where improvement may be needed. The point of benchmarking is to focus on areas that will yield the best return. For companies to succeed in their benchmarking efforts and gain a sustained competitive advantage, five key steps should be considered.

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The Dollars and Sense of Web Identity Management: How SaaS Cuts the High Costs of Web Access and SSO by 75 Percent


IT infrastructure software has a well-established track record for experiencing frequent cost overruns and missed deadlines. Expensive software and extensive customization are the key contributors to increasing identity management costs to four or five times more than the price of the initial identity software license. Learn how software as a service (SaaS) can reduce the cost and complexity of IT infrastructure.

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Oncontact CRM


Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits.  

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Eco-mode: Benefits and Risks of Energy-saving Modes of UPS Operation


Many newer uninterruptible power supplies (UPS) systems have an energy-saving operating mode known as “eco-mode” or by some other descriptor. Nevertheless, surveys show that few data centers actually use this mode, because of the known or anticipated side effects. Unfortunately, the marketing materials for these operating modes do not adequately explain the cost/benefit tradeoffs. This paper shows that eco-mode provides a reduction of approximately 2% in data center energy consumption and explains the various limitations and concerns that arise from eco-mode use. Situations where these operating modes are recommended and contraindicated are also described.

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Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

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Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

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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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