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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


Microsoft Releases Two Dynamics CRM Online Partner Updates
Microsoft recently shared more details with its partners on two Microsoft Dynamics CRM Online updates, Dynamics CRM Online in Open (available as of February 1

dynamics crm overview  Releases Two Dynamics CRM Online Partner Updates Microsoft recently shared more details with its partners on two Microsoft Dynamics CRM Online updates. Initially introduced at the Microsoft Worldwide Partner Conference (WPC) in July 2014, the updates include the following:   Dynamics CRM Online in Open is available for partners as of February 1, 2015. The Open program, which refers to Microsoft’s Open Licensing model, provides a simple and cost effective way for small and midsize businesses

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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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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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Managing Process Manufacturing Using Microsoft Dynamics AX


Some firms rely on out-of-the box functionality to help reduce risk, minimize custom development, and increase predictability of successful implementation usage. This book simplifies explanations in order to understand the functionality related to operations and supply chain management in process manufacturing.

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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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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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NetSuite 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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Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

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Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

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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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CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection


Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

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The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

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