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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 overview


The (NA)Vision of Microsoft Dynamics NAV 2009 - Part 3
Part 1 and Part 2 of this blog series went through the five previous generations of the Microsoft Dynamics NAV (formerly Navision) product. In late 2008, at the

dynamics crm overview  Microsoft's Dynamics NAV and Dynamics CRM products. Good examples would be Celenia Software , Scribe Software , and VisionPeople . The Microsoft FRx financial reporting and analysis software is fully integrated with Dynamics NAV in the US market, while the Dynamics Client for Office (DCO) product was released for the product within Dynamics NAV 2009. Another traditional flaw of NAV has been the lack of native workflow management capability. To be fair, approval functionality in sales and purchase orders w

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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 » dynamics crm overview

Synergy Business Solutions


OVERVIEW & INDUSTRIES Synergy Business Solutions provides comprehensive software solutions primarily to organizations doing project-based work, including architecture, engineering, construction, pharmaceutical, research, biotechnology, professional services, and make-to-order manufacturing companies. SOFTWARESynergy implements Microsoft Dynamics SL (formerly Solomon) project-accounting (job-costing) software and integrates it with software you already use, i.e. Microsoft Office, as well as project management, CRM, collaboration, and analytics and reporting software. STRATEGIC VALUEThrough this powerful integration, Synergy helps organizations that have outgrown their systems and procedures or have found them cumbersome, to operate more efficiently and profitably while effectively managing projects, resources, time, financials, and growth. PROVES THE SYSTEM WORKS BEFORE YOU PURCHASE Synergy’s Plan > Prove > Purchase > Perform approach means Synergy plans your solution, using your real data, and then proves to you that it meets your business requirements. You see a working solution not a theoretical demonstration before you purchase. Once implemented, your company performs with new efficiency. SOLUTIONSProject Management and Accounting Synergy implements and supports Microsoft's Project Management and Accounting solution. It empowers your organization’s managers with a flexible, integrated solution tailored to your business needs. From smoothly launching new projects and tracking their progress, to getting out invoices, to analyzing projects, this powerful solution helps keep projects on track.Financial Management With your project-accounting solution you get seamless financial connectivity across your entire system, including integration with project accounting, materials management (distribution), and other business processes. Information is centralized and easily accessible, helping eliminate redundant data entry, increase accuracy, and facilitate informed, flexible reporting. Analytics and Reporting Synergy’s Analytics and Reporting solutions utilize the data in your accounting/ERP system generally Microsoft Dynamics SL along with the most advanced analytical tools, to deliver accurate business insight about your customers, projects, markets, finances, inventory, orders, etc.Materials Management Superb customer service begins and ends with your ability to maintain control over every aspect of your materials management or distribution processes. Synergy helps you build long-term profitability with lasting relationships with your customers and vendors providing them with the information and services they want.Business Portals Enhance productivity by providing user and customer-specific access to information and processes from a single portal. Synergy implements Business Portal, integrated with project accounting software, which takes the hassle out of common tasks, reduces information support costs, and helps deliver at-a-glance access to project and financial information, anywhere and anytime. Collaboration Through Microsoft Windows SharePoint Services, Synergy helps your project-driven organization increase efficiency and improve team productivity. SharePoint delivers tools for collaboration and document management and sharing that keep people connected across organizational and geographic boundaries.CRM Synergy’s integration between Microsoft Dynamics SL and Microsoft CRM gets you one-click customer views in CRM from within accounting or project modules. Data created in one application automatically passes to the other, which reduces duplicate data entry and gives all stakeholders complete visibility of a customer

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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. 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.

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CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

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FieldOne Sky Is Now a TEC Certified Solution in the Field Service Management Family


Technology Evaluation Centers (TEC) is pleased to announce that FieldOne Sky is now part of TEC’s field service management (FSM) certified solutions and available for evaluation online in the Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) Evaluation Centers. The FieldOne Sky Certification Report will be available for download on the TEC Certification Reports page

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Dynamics 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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The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

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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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Oracle CRM


Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, "sticky notes" features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint.  

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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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