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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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 ms dynamics crm


Dynamics CRM
Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) solution comprised of a robust suite of sales, marketing, and customer

ms dynamics crm  CRM Microsoft Dynamics CRM is a fully integrated customer relationship management (CRM) solution comprised of a robust suite of sales, marketing, and customer service capabilities. The product offers businesses of all sizes a fast, flexible, and affordable solution for finding, winning, and growing profitable customer relationships. Native Office Outlook integration encourages rapid user adoption, improves productivity, and helps streamline business processes for greater overall impact. Microsoft

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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 » ms dynamics crm

Dynamics NAV


Microsoft Dynamics® NAV 2009 is a complete business management solution that helps people work faster and smarter and gives businesses the flexibility to adapt to new opportunities and growth. The 2009 release offers breakthrough user experience and technology innovations while maintaining the simplicity that has always been a core value of this solution. With Microsoft Dynamics NAV 2009, businesses can: Provide streamlined access to relevant tasks and information with Role Centers that help people work more effectively. Improve agility with enhanced flexibility to adapt to meet changing needs. Connect Microsoft Dynamics NAV easily to a wide range of applications and data sources.

ms dynamics crm  NAV Microsoft Dynamics® NAV 2009 is a complete business management solution that helps people work faster and smarter and gives businesses the flexibility to adapt to new opportunities and growth. The 2009 release offers breakthrough user experience and technology innovations while maintaining the simplicity that has always been a core value of this solution. With Microsoft Dynamics NAV 2009, businesses can: Provide streamlined access to relevant tasks and information with Role Centers that help Read More

Dynamics AX


Microsoft Dynamics AX (formerly Navision Axapta) was created through the merger of Navision Software A/S and Damgaard A/S in December 2000, and it was acquired in 2002 by Microsoft. Dynamics AX is a multilanguage, multicurrency enterprise resource planning (ERP) solution for growing or midsize and larger companies. With applications for financial management, customer relationship management (CRM), supply chain management (SCM), human resource management, project management, and analytics, Dynamics AX integrates with Microsoft products such as SQL Server, BizTalk Server, Exchange, Office, and Windows. Dynamics AX was designed with one database, one toolbox, one business logic, and one source code.

ms dynamics crm  AX Microsoft Dynamics AX (formerly Navision Axapta) was created through the merger of Navision Software A/S and Damgaard A/S in December 2000, and it was acquired in 2002 by Microsoft. Dynamics AX is a multilanguage, multicurrency enterprise resource planning (ERP) solution for growing or midsize and larger companies. With applications for financial management, customer relationship management (CRM), supply chain management (SCM), human resource management, project management, and analytics, Read More

Dynamics SL


Released in 1994, Microsoft Dynamics SL (formerly Microsoft Business Solutions Solomon) is a business solution targeted to the lower and mid-tiers of the mid-market and t to meet the needs of project-centric and distribution-driven companies. The system includes financials, payroll, advanced distribution/supply chain management, project management, e-business, customer relationship management, and field service management solutions.  

ms dynamics crm  SL Released in 1994, Microsoft Dynamics SL (formerly Microsoft Business Solutions Solomon) is a business solution targeted to the lower and mid-tiers of the mid-market and t to meet the needs of project-centric and distribution-driven companies. The system includes financials, payroll, advanced distribution/supply chain management, project management, e-business, customer relationship management, and field service management solutions. Read More

Microsoft Dynamics CRM Getting Rounded Out


With nearly 4 million users worldwide and a competitive hold in the sales force automation realm, what does Microsoft have in store for its Dynamics CRM offering? The vendor is seeking to provide its customers with “smarter marketing” features and a variety of social media analysis capabilities to more effectively engage their customers and deliver the most impact to their business. Get the details in P.J.’s report.

ms dynamics crm  Dynamics CRM Getting Rounded Out With nearly 4 million users worldwide and a competitive hold in the sales force automation realm, what does Microsoft have in store for its Dynamics CRM offering? The vendor is seeking to provide its customers with “smarter marketing” features and a variety of social media analysis capabilities to more effectively engage their customers and deliver the most impact to their business. Get the details in P.J.’s report. Read More

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

ms dynamics crm  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 to collaborate on document creation and revision. The release also includes the option to set access permissions Read More

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.  

ms dynamics crm  oncontact v,oncontact crm,oncontact software,crm v,oncv Read More

SYSPRO CRM


SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share the same data for a collaborative effort. User-specific dashboards can be customized for views of information suited to a user’s individual needs. SYSPRO CRM integrates with the SYSPRO ERP solution for additional efficiencies. Sales orders, check shipments, inspect customer accounts receivable, verify inventory levels, and other critical functions can be initiated directly through SYSPRO CRM without having to exit screens or navigate complex menus. The SYSPRO CRM solution is easily customizable.  

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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.

ms dynamics crm   Read More

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.

ms dynamics crm  if marketing initiatives and programs are the key drivers to your organization’s success, then Sage, finishing second in the overall rankings, may be the better choice. If your organization requires a solution that is strongest in customer service and support, Oncontact, taking third place overall, may be the best of the three for your needs. It must be pointed out, though, that rankings, whether overall or by module, do not tell you everything you need to know. What they do provide is a basic, Read More

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.  

ms dynamics crm  exactus crm,exactus software,palm crm,customer service software,crm tools,crm 3.0,sales crm software,analytical crm Read More

Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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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Enterprise On-Demand CRM Comparison Guide


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

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How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

ms dynamics crm  contained in their transactional systems. After reading this Executive White Paper, please contact NetSuite at 1-877-NETSUITE to learn how thousands of customers have enhanced their bottom line by using one complete, on-demand system to manage their entire company. Market Event SAP and NetSuite made significant announcements regarding increased offerings and sophistication provided by their SaaS Customer Relationship Management (CRM) solutions this month. Driven by end-user demand, mid-market CRM Read More