X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 flow diagram for crm


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

flow diagram for crm  rapid decline in cash flow as a result of slowing customer demand and evaporating lines of credit. There has been a sudden rush to cut spending as companies use every means at their disposal to restrict or eliminate activities that will not improve sales or the bottom-line in the near term. While this has been understandable, cost reduction on its own will not steer a business safely through the economic downturn. Businesses also need to examine how they can safeguard revenues and profitability, and

Read More


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.  

Start Now

Documents related to » flow diagram for crm

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.

flow diagram for crm   Read More

Business Agility for Communication Service Providers: A Few Simple Steps Are a Great Way to Start


In today’s market, customers have no patience for companies that let their size and complex product lines slow them down. The challenge for communication service providers (CSPs) is to leverage their size and complex service offerings to keep pace with competitors. Discover how a next-generation configuration solution can provide you with the tools and the service agility you need to meet and exceed customer expectations.

flow diagram for crm   Read More

AuraPortal: A BPM Vendor Worth Checking Out


AuraPortal, a new business process management (BPM) vendor, offers a solution that creates business process execution models without the need for heavy IT programming. In this article, Principal Analyst P.J. Jakovljevic gives inside view of the vendor’s development strategies and the broad scope of BPM suite’s modules, and discusses how the system’s differentiating features addresses the diverse needs of its customers.

flow diagram for crm   Read More

InterAction


Interface Software's InterAction is a flexible CRM platform that delivers relationship intelligence throughout a firm or organization. Because InterAction is accessible anytime, anywhere via an Internet browser or a Windows client, professionals can view and manage information however they choose--through knowledge management platforms, corporate portals, intranets, extranets, and wireless devices--while retaining control over their personal information and relationships.  

flow diagram for crm   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.

flow diagram for crm   Read More

glovia G2 Is Now TEC Certified for ERP for Discrete Manufacturing


I am pleased to announce that Glovia International’s G2 enterprise resource planning (ERP) solution is now TEC Certified and available for online evaluation of ERP for discrete manufacturing solutions in TEC’s ERP Evaluation Center. Glovia has more than 30 years of experience developing its solution to meet the needs of discrete manufacturers. And, based on the data evaluated by Technology

flow diagram for crm   Read More

IBS Enterprise7 for Enterprise Resource Planning for Distribution Certification Report


The IBS product Enterprise7 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

flow diagram for crm   Read More

The Travel and Expense Management Guide for 2014: Trends for the Future


Organizations typically spend 10 percent or more of their annual budget on expenses related to business travel. They need to reevaluate existing strategies for travel and expense management, how to overcome key challenges, and structure a robust program that balances core competencies and modern technology enablers. This paper focuses on the general business trends and economic challenges organizations face today.

flow diagram for crm   Read More

Dynacom ERP (v. 11.3) for ERP for SMB Certification Report


Dynacom Enterprise is now TEC Certified for online evaluation of enterprise resource planning (ERP) for small to medium business (SMB) solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

flow diagram for crm   Read More

ERP Software Review: IFS Application version 8.0 for ERP for ETO


This enterprise resource planning (ERP) solution software review report examines the ERP software by IFS and its support for business management processes against known benchmarks. It assesses IFS Application (v. 80) for engineering-to-order (ETO) ERP functionality and reviews the product’s support capacity with a focus on:

  • Financials
  • Human Resources
  • Discrete Manufacturing Management
  • Inventory Management
  • Purchasing Management
  • Quality Management
  • Sales Management

The report also contains an independent analyst’s review of the ERP software based on a demonstration provided by IFS. The review identifies the features of IFS Applications that distinguishes it from other business process management solutions, including its compatibility with multiple sites and companies, its integrated document management feature, and its support for mobile operations across various devices. In this review, the analyst outlines the software provider’s implementation process, support model, and target user base.

IFS Applications achieved TEC certification status for its ERP software solution by completing TEC’s certification program, which includes a demonstration of the ERP software’s support for specific real-world business process and a detailed functional benchmarking analysis.

Based on a demonstration of IFS Applications, a TEC analyst has assessed the ERP software’s features, evaluating the software against known industry benchmarks, to determine that IFS Applications by IFS is a strong ERP for ETO system.

Download this software review report for product analysis and comparison, an in-depth analyst commentary, and to learn more about how IFS Applications can help ETO manufacturing businesses achieve their ERP objectives.

flow diagram for crm   Read More