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Software Functionality Revealed in Detail
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 small business applications crm

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 » small business applications crm

Microsoft Paints CRM Landscape On Lately A ‘Still Nature’ Business Applications Scenery


While most of its applications co-opetitors have been licking their wounds and bracing for a long summer drought, fat cash cushioned Microsoft has been putting together the pieces of its CRM (and likely the overall enterprise applications) strategy mosaic

small business applications crm  user loyalty within the small business market segment with its other desktop and office networking applications, one should expect firms with less than 100 users to readily adopt Microsoft''s simple, Outlook-centric CRM software. These markets are at the early stages of adoption, which creates large opportunities for aspiring CRM vendors that approach the markets with the right products and messages. These customers have been loath to deploy mutilated'' large-enterprise solutions at discount prices or with Read More

Comparing the Total Cost of Ownership of SME On-premise Business Management Applications and SAP Business ByDesign


This document analyzes the cost of ownership for a typical on-premise small and medium enterprise (SME) business management system, and compares it to the cost of an equivalent SAP Business ByDesign implementation. It uses a mixture of different on-premise systems rather than any single vendor's product. Although there are many similarly equipped business management products available, they all compete closely on price.

small business applications crm  for a typical on-premise small and medium enterprise (SME) business management system, and compares it to the cost of an equivalent SAP Business ByDesign implementation. It uses a mixture of different on-premise systems rather than any single vendor''s product. Although there are many similarly equipped business management products available, they all compete closely on price. Read More

Overcoming the Barriers of Stand-alone Business Applications


Small to medium businesses (SMBs) like yours are the lifeblood of the economy. However, you may feel you need an operational boost—one that transforms your enterprise into a customer-focused business with the ability for future growth. An integrated suite of applications can give your business processes the depth and flexibility to achieve what a collection of stand-alone applications cannot.

small business applications crm  too risky for a small business to undertake. Despite repeated efforts from the big ERP vendors to capture the mid-market businesses, the SMBs simply weren''t biting. Unlike the Fortune 1000, today''s SMBs are more likely to have a hodge-podge of software products in use in their business. These applications typically share common characteristics: the financial packages, usually the first procured, run on a standalone PC, and are the first to cause problems, as they cannot accommodate growth in Read More

CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know


When creating a seamless value chain, it is essential to focus on the customer. However, information, data, and processes are key when planning the complex merger of processes, technologies, and culture. Additionally, a successful value chain recognizes that partners, vendors, suppliers, and employees play a vital role to ensure that customer values are both recognized and realized.

small business applications crm  Return on Investment | Small Business | Small Business and Midsize Companies | Solutions for Small Business and Midsize Companies | Sourcing Scenarios/Planning | Strategic Customer | Strategic Plan | Strategic Planning | Strategic Procurement | Strategic Sourcing | Strategic Value | Strategic Value Chain | Strategy Planning | Strategy Value Chain | Strengthen Supply Chain Relationships | Success Implementation | Successful Midsize Businesses | Supplier Management | Supplier Relationship Management | Read More

When Small Business Packages Have Enterprise Appeal


As an APS-based business management system, NetSuite can effectively serve the needs of small medium businesses. Its integrated application uses three distinct building blocks: customer relationship management, back-office ERP and accounting, and a robust set of e-commerce applications.

small business applications crm  Small Business Packages Have Enterprise Appeal Introduction In most instances you get what you pay for. If you want a small business package, you purchase any one of several accounting products for small business. If you grow, you probably have to upgrade to a more powerful middle market product. If your core accounting requirements are somewhat basic, but you require more comprehensive customer relationship management (CRM) or e-commerce functionality, such as a Web store front, you may have to 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.

small business applications crm  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 Read More

Why CRM Is So Hard and What To Do About It: Data is key to making CRM work


Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization.

small business applications crm  CRM Is So Hard and What To Do About It: Data is key to making CRM work Introduction Over the next five years, companies will spend $150 billion to reinvent sales, marketing and service. Customer relationship management (CRM) is the hub of this turning wheel, and data is the axle. It''s why Gartner calls managing customer-related data the number one obstacle to getting a return on CRM investments. To fully exploit the power of CRM, and to realize its much-hyped promise, organizations must first recognize Read More

Using Data Analytics to Transform Your Business Processes and Your Business


Implementation of data-driven analytic platforms is quickly becoming the new business normal. New analytic tools are allowing organizations to improve the performance of routine tasks and procedures based on real-time, high-quality information, resulting in vastly improved operational and financial decision making. Dundas Data Visualization is a dashboard solution that can help your business increase compliance and improve efficiency by transforming raw data into visual information. Visualizing your organization’s data can give you a clearer understanding of what’s really happening in your organization, and help to identifying potential challenges. The adoption of Dundas Data Visualization dashboard solutions can help your business perform far above others in your field.

In this white paper, learn about what data analytics are, and how, in conjunction with up-to-the-minute information and access to great visualization tools, you can use them to your best business advantage. Dundas Data Visualization provides a detailed set of four key factors to help you develop better insight through advanced analytics: defining of business objectives, aligning stakeholders on business challenges, identifying meaningful metrics for better success, and putting insight to work by utilizing visual tools for more rapid understanding of concepts. Read tips on how to establish the definitions of success for your company through the development of a data discovery framework to harness the full potential of your data. Learn why it’s crucial to develop a system of support for and management of data analytics within your organization before adoption takes place, and why simply visualizing information can help with the adoption of new data analytics tools.

small business applications crm  Data Analytics to Transform Your Business Processes and Your Business Implementation of data-driven analytic platforms is quickly becoming the new business normal. New analytic tools are allowing organizations to improve the performance of routine tasks and procedures based on real-time, high-quality information, resulting in vastly improved operational and financial decision making. Dundas Data Visualization is a dashboard solution that can help your business increase compliance and improve Read More

Crossing the Chasm between IT and Business Teams with New Approaches to Business Intelligence


For over a decade, organizations have struggled with a gap between IT and business due to shifts in perceptions of what business intelligence (BI) should be. Often, skilled IT workers get stuck in low-level reporting roles, while business workers can’t access and analyze information fast enough to make strategic decisions. This discussion with an industry technologist offers some ideas for bridging the IT/business gap.

small business applications crm  the Chasm between IT and Business Teams with New Approaches to Business Intelligence For over a decade, organizations have struggled with a gap between IT and business due to shifts in perceptions of what business intelligence (BI) should be. Often, skilled IT workers get stuck in low-level reporting roles, while business workers can’t access and analyze information fast enough to make strategic decisions. This discussion with an industry technologist offers some ideas for bridging the Read More

SaaS Realities: Business Benefits for Small and Midsize Business


Software as a service (SaaS) is known for its relative speed to deployment and low up-front cost. Less well known are the business advantages of SaaS for enterprise resource planning (ERP) solutions, especially for small and midsized businesses. Learn how a fully integrated SaaS solution can help you improve your business operations, as well as better meet the challenges of growth, competition, and regulatory compliance.

small business applications crm  Realities: Business Benefits for Small and Midsize Business Software as a service (SaaS) is known for its relative speed to deployment and low up-front cost. Less well known are the business advantages of SaaS for enterprise resource planning (ERP) solutions, especially for small and midsized businesses. Learn how a fully integrated SaaS solution can help you improve your business operations, as well as better meet the challenges of growth, competition, and regulatory compliance. Read More

Intellicus Enterprise Reporting and Business Insights Platform (V7.0) Business Intelligence Certification Report


Intellicus Enterprise Reporting and Business Insights Platform Version 7.0 (Intellicus) has been TEC Certified as a business intelligence solution. Intellicus's flagship BI product is Intellicus Enterprise Reporting and Business Insights Platform Version 7.0, a complete application for information workers, aiding with data analysis, enterprise reporting, and decision support tasks within any type of organization. Certification ensures that Intellicus has demonstrated the platform's support for select real-world business processes, and that TEC analysts have reviewed the product's functionality against known benchmarks. Download the Intellicus certification report now for product analysis and in-depth analyst commentary.

small business applications crm  Enterprise Reporting and Business Insights Platform (V7.0) Business Intelligence Certification Report Intellicus Enterprise Reporting and Business Insights Platform Version 7.0 (Intellicus) has been TEC Certified as a business intelligence solution. Intellicus''s flagship BI product is Intellicus Enterprise Reporting and Business Insights Platform Version 7.0, a complete application for information workers, aiding with data analysis, enterprise reporting, and decision support tasks within any Read More

Making Business Intelligence Easy: Agile Business Intelligence


There is a gap between traditional BI systems and modern business analytics and reporting needs, and agile BI can help bridge that gap. A methodology and technology that enables organizations to respond with flexibility and immediacy to changing reporting and analytics needs, demand for Agile BI is growing quickly. Read this white paper to find out why you need agile BI and how to use it to achieve agile development.

small business applications crm  Business Intelligence Easy: Agile Business Intelligence There is a gap between traditional BI systems and modern business analytics and reporting needs, and agile BI can help bridge that gap. A methodology and technology that enables organizations to respond with flexibility and immediacy to changing reporting and analytics needs, demand for Agile BI is growing quickly. Read this white paper to find out why you need agile BI and how to use it to achieve agile development. Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

small business applications crm  helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More

Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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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.

small business applications crm  Zavanti CRM, CRM for professional services, CRM for real estate, CRM software for real estate, CRM software for professional services, MS Dynamics CRM 2013, CRM for property development, CRM for property salespeople, CRM for property developers Read More