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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 crm questionnaire evaluation


Zavanti CRM Is Now a TEC Certified Solution
TEC (Technology Evaluation Centers) is pleased to announce that Zavanti CRM is now one of TEC’s customer relationship management (CRM) certified solutions

crm questionnaire evaluation  for larger image) Zavanti CRM is tightly integrated with the Zavanti ERP and Feasibility solutions, thus offering a comprehensive view of the customer and facilitating the collaboration among users working across these systems. Zavanti offers a series of implementation services, including planning, consulting, training, customization, and project management. The vendor’s consulting services focus on product customization, product support, training, and report creation. The training provided to clients

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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 » crm questionnaire evaluation

10 Steps to a Successful CRM Implementation


When selecting or implementing a customer relationship management (CRM) solution, a mistake or error in judgment can be extremely costly. That’s why you should be aware of the ten basic steps to a successful CRM implementation. Even if you’ve already identified the reasons why your organization needs a CRM system, where do you go from there?

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CRM: A Business Imperative during the Economic Downturn


The economic downturn means that businesses must capitalize on every opportunity to gain revenue. With the right customer relationship management (CRM) solution, you can protect current revenue streams and unearth new customer revenue opportunities—despite the most challenging market conditions. CRM helps ensure you deliver exceptional service to your current customers, building their long-term loyalty. Find out how.

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Pivotal CRM Is Now a TEC Certified Solution


TEC is pleased to announce that Pivotal CRM—an Aptean product—is now one of Technology Evaluation Centers’ (TEC’s) customer relationship management (CRM) certified solutions. Pivotal CRM covers a wide range of CRM real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management.

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Social CRM: Customer Relationship Management in the Age of the Socially-empowered Customer


Most of your customers and prospects expect you to be involved in social media—and they’ll be more likely to do business with you if you are. So how do you expand your customer relationship management (CRM) strategy to engage social customers, and gain their trust? Discover how to integrate Web 2.0 social media tools and strategies into your traditional CRM efforts for better, more meaningful customer relationships.

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TEC Software Evaluation Campus Program


The TEC Software Evaluation Campus Program was designed to teach the software evaluation and selection techniques used by IT and business professionals. The TEC Software Evaluation Campus Program is based on TEC’s proven approach to software evaluation and selection and uses TEC’s powerful decision support system.

Discover the benefits that go along with of the TEC Software Evaluation Campus Program, including access to sophisticated resources and experience with real-life scenarios.

Download this brochure to get the details about the TEC Software Evaluation Campus Program, and find out how to get started with your own software evaluation learning project.

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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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How ERP and CRM Solutions Can Save You Money


Simply visit microsoft's dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

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TEC HR Evaluation Center Updated


TEC HR Evaluation Center Updated. To make sure you get the most up-to-date information for your HR software research, visit TEC's Human ...

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CRM without Compromise: A Strategy for Profitable Growth


When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at the bigger picture from a customer perspective. But organizations that can build a business-centric system flexible enough to quickly respond to changing customer needs will have a sustainable competitive advantage and enjoy profitable growth for years to come.

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Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

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