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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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 crm automating business processes

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 » crm automating business processes

Delivering the Business Value of Automating Business Processes to Small and Medium Enterprise


Enterprises of all sizes today face common problems dealing with handling increasing business complexity while reducing costs. The solution continues to be the automation of business processes. SAP is an established leader in addressing the needs of large enterprises. Building on that performance and identified best practices, SAP built and launched SAP Business One. SAP Business One was designed to offer small and medium businesses the same business streamlining and efficiencies at a scale and scope appropriate to their needs. IDC recently interviewed a number of companies that have successfully deployed SAP Business One. The purpose of our interviews was to determine what impact the software had on their productivity and cost reduction.

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Business Intelligence


The ability to extract and present information meaningfully is vital for business management. Indeed, business intelligence tools enable companies to make better decisions, by providing the right information to the right people at the right time. Moreover, employees increasingly suffer from information overload, and require solutions that make informed decisions a more natural part of the everyday work experience.

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Business Process Management: How to Orchestrate Your Business


Business process management (BPM), having evolved over the past fifteen years, has finally reached a level of maturity where vendors are now abolishing functional silos to allow the enterprise-wide flow of business processes. It replaces the old, manual system of coordinating activities in a company and improves functionality and effectiveness through modeling, documentation, certification, collaboration, automation, and compliancy to minimize costly errors.

crm automating business processes  the information systems from CRM software. Five years later, business process integration (BPI) solutions, namely business process modeling, business-to-business (B2B) connectivity, and vertical industry process templates were built on top of these enterprise application integration (EAI) systems. Today, the market offers BPM solutions that incorporate both the EAI and BPI functionality in addition to functionality such as workflow, business activity monitoring, web services, rule engines, and portal Read More

Working Together More Efficiently: Mapping Out the Company’s Business Processes


Enterprises must collaborate or they will surely stagnate. Guarded proprietary information has given way to collaborative approaches where information is shared both inside and outside the enterprise’s walls. To survive, an enterprise must be flexible enough to collaborate externally with suppliers and partners while fostering the same environment with its employers.

crm automating business processes  reports, statistics and analyses. CRM is an essential tool for effective, goal-oriented account management and sales automation, including the planning of activities per account, recording hours spent on an account, managing marketing campaigns, managing your sales pipeline, as well as publishing online product information and catalogs. Workflow: streamlined business processes Workflow helps you process, streamline and monitor the requests within your company. Electronic processes defined in workflow Read More

Brookshire Grocery Company: Automating and Integrating HR Processes


Headquartered in Tyler, Texas (US), retailer Brookshire Grocery Company implemented a human capital management (HCM) solution to integrate and automate its operational human resources (HR) processes. Now the company can process payroll and benefits more efficiently, work more productively, operate its business more proactively, and increase benefits options for its partners (employees). Find out how.

crm automating business processes  Grocery Company: Automating and Integrating HR Processes Headquartered in Tyler, Texas (US), retailer Brookshire Grocery Company implemented a human capital management (HCM) solution to integrate and automate its operational human resources (HR) processes. Now the company can process payroll and benefits more efficiently, work more productively, operate its business more proactively, and increase benefits options for its partners (employees). Find out how. Read More

Orchestrate Your Business with Integrated Business Planning


Learn how your company can reap the financial and competitive rewards of ibp in ibp: redesigning planning for a more dynamic business.

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Business Objects Objects Again


In a repeat of the Brio lawsuit of 1999, Business Objects has now sued Cognos over a U.S. patent that Business Objects holds for a query technology. Cognos says the suit is “invalid and unenforceable”, but it cost Brio $10 million.

crm automating business processes  business objects,brio technology,cognos,Software developer Cognos,Business Objects SA,business intelligence software,cognos lawsuit,France-based Business Objects,Business Objects patent,business intelligence solutions Read More

Business Process Overview: Business Intelligence


Increased global competition, pricing pressure, and the need to rationalize resources have made business and operational measurement vital on all organizational levels. That’s why business intelligence and data warehousing tools are no longer only for the exclusive use of financial controllers. Instead, they are everyday tools across company divisions, giving relevant and efficient information overviews of all areas of responsibility.

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Driving SMB Efficiency with Business Intelligence


In the coming year, many companies will shift focus to business growth. However, continued economic volatility means that they will also need to keep costs in check to maintain healthy margins. Many small to medium businesses (SMBs) are investing in business intelligence (BI) solutions to assist with this effort. Find out what tools are necessary to provide BI and how a suite of BI tools can help SMBs improve efficiency.

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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.

crm automating business processes  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 Read More

Oco On Demand Business Intelligence: Business Intelligence (BI) Competitor Analysis Report


This business intelligence (BI) knowledge base covers a full range of BI functionality. BI applications enable real time, interactive access, analysis, and manipulation of mission-critical corporate information. BI users are able to access and leverage vast amounts of information to analyze relationships and understand trends that support business decisions. This knowledge base covers everything from data mining to analytics, querying, reporting, workflow, and in-depth analysis.

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Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

crm automating business processes  Advances Its CRM Solution with Zoho CRM Document Library Zoho has announced the Zoho CRM Document Library —an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document Library ensures correct document versioning and allows users Read More

W4 BUSINESS FIRST 8.7 for Business Process Management Certification Report


W4 BUSINESS FIRST 8.7 is now TEC Certified for online evaluation of business process management (BPM) solutions in the Enterprise Resource Planning (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.

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BUSINESS FIRST: Business Process Management (BPM) Competitor Analysis Report


Business process management (BPM) defines, enables, and manages the exchange of enterprise information through the semantics of a business process view, which involves employees, customers, partners, applications, and databases.

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IBM Cognos Business Intelligence: Business Intelligence (BI) Competitor Analysis Report


This business intelligence (BI) knowledge base covers a full range of BI functionality. BI applications enable real time, interactive access, analysis, and manipulation of mission-critical corporate information. BI users are able to access and leverage vast amounts of information to analyze relationships and understand trends that support business decisions. This knowledge base covers everything from data mining to analytics, querying, reporting, workflow, and in-depth analysis.

crm automating business processes   Read More