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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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 what is a crm solution


5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

what is a crm solution  I have no idea what is available?” The problem with this statement is that it is not what is available that should guide your thinking at this stage (yes this comes later for those of you who enjoy reading ahead). The real question at this early point is ‘what do you need’ to accomplish your customer relationship management objectives? Approaching this question from the ”what’s available” perspective will almost certainly lead to a myopic view of your actual requirements that is driven by the

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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 » what is a crm solution

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.

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IFS Field Service Management Is Now a TEC Certified Solution


TEC is pleased to announce that IFS Field Service Management is now part of Technology Evaluation Centers’ (TEC’s) field service management (FSM) certified solutions and available for evaluation online in the Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) Evaluation Centers. Within the next few weeks, the IFS Certification Report will be available for download on

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A Spoonful of SugarCRMCase Study and Review of an Open Source CRM Solution


SugarCRM is a rapidly growing open source CRM company with solutions that appeal to a community of enthusiastic users. This study, based on a client who selected the Sugar Sales Professional CRM solution, compares product functionality to the competition and highlights some of SugarCRM's open source business practices.

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What is IFS Up To in the CRM Arena?!


On April 12, Industrial & Financial Systems, IFS AB announced the signing of a definitive agreement for Pivotal Corporation to acquire its division Exactium Ltd. The agreement also launches a global alliance between IFS and Pivotal that will result in Pivotal's sell-side eBusiness solutions being integrated with IFS enterprise applications, which will be marketed by IFS globally.

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It’s a Portal...AND It;s a Gateway


AOL has partnered with Gateway to develop a line of Internet-ready Linux desktop appliances based on the Netscape 6 browser.

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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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10 Steps to Purchasing a Web Conferencing Solution


To help you out, here's a handy white paper called 10 steps to purchasing a web conferencing solution.

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7 Steps to an Easier Development Project, a Better Product, and a Stronger Team


Your data models are brilliant ... but only if database administrators (DBAs) and developers are on the same page. A mismatch of expectations can slow down a project and lead to weak products. But this situation can be avoided if you develop a strategy that builds a little more teamwork. Follow seven cost-effective steps to better collaboration, and get a lot more value from your software development team’s data modeling.

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Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

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ML3 Business Solution inc.


ML3 Business Solution inc. a Microsoft Business Solution partner, serves the East Canadian Market for the deployment of Dynamics GP ERP. Our professional team is dedicated to the success of your project. With more than 15 years experience, and Sure Step methodology to structure and manage the implementation, ML3 and Dynamics GP solution could be the right choice for your organization.For more information contact: Marie France Poissant email:mfpoissant@ml3.ca.Phone:+1(418) 780-0909 x202

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