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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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 create crm architecture


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

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » create crm architecture

Where Is ERP Headed (Or Better, Where Should It Be Headed)? Part 2: Product Architecture and Web-Basing


This note discusses how a flexible and agile ERP system needs an adaptable architecture, how easy integration to 3rd-party applications has become a key selling point for ERP vendors, and how extending ERP to the Internet stems from the intent of many IT organizations not to reinvent the wheel in their scramble to create e-commerce applications.

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Information Architecture in Office SharePoint Server


Before any medium-to-large company implements Microsoft® Office SharePoint® Server 2007, it’s important to become familiar with the process that may occur. Included in this practical scenario, using a fictional company, are typical approach and implementation techniques that may come up when planning, customizing, and deploying Microsoft® Office SharePoint® Server 2007. Learn more about the features and functionality available.

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Three Es of CRM


With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate themselves from the competition. Customer relationship management and enterprise resource planning technologies play a critical enabling role.

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Adopting Service-oriented Architecture Increases the Flexibility of Your Enterprise


Time was, information technology (IT) systems lasted much longer. Organizational restructuring was uncommon, as business did not really require it. However, with ever-shrinking business cycles, IT must now be capable of quickly adapting to changing business needs. That’s why present-day IT systems must be built to change—and services-oriented architecture (SOA) may just hold the key.

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Engineering and Architecture


The engineering and architecture (also known as civil engineering) industry deals with the planning, design, and maintenance of physical structures including roads, bridges, buildings, and so on. As one of the oldest engineering disciplines, engineering and architecture has a very long history and keeps evolving based on the advancement of science and technology.

Facing economic and technological waves together with shifting market demands, today’s engineering and architecture firms need to address the following trends or challenges in order to be successful in their business practices.

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RFID Architecture Strategy


Early adopters of radio frequency identification (RFID) are beginning to look at enterprise scale solution design and integration are emerging as key focus areas. Infosys has designed an optimal RFID architecture strategy based on lessons learnt from early adopters and Infosys experience in providing real time control and data acquisition solutions in the telecom and process control industries.

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Social CRM: Key Strategies and Must-have Features


Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM.

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SMB Team On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses.

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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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Maximizer 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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