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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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 dynamic crm mobile


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

dynamic crm mobile  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 » dynamic crm mobile

The Lesser-Known (Social) Facts about Microsoft Dynamics CRM


With the continued success of Microsoft Dynamics CRM, one wonders how the company can continue to provide innovative products and dominate the CRM market? TEC principal analyst P.J. Jakovljevic talks with the CRM product manager on how the product’s lesser-known facts, including new social collaboration and customer service capabilities, meet customers’ changing needs and sustain the product’s stronghold of the CRM market.

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Sage ERP and CRM Portfolio Update: Clarity at Last


Having developed an extraordinary customer experience (ECE) strategy—“Enrich, Connect, Grow”—Sage is firming up its enterprise resource planning (ERP) and customer relationship management (CRM) portfolios with a wealth of enhancements and by embracing the cloud. P.J. Jakovljevic, principal analyst at Technology Evaluation Centers (TEC), sheds some light on their market positioning and future direction.

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The Changing Face of CRM


The recent economic slowdown has illustrated how interwoven our global economies really are. The demands to increase enterprise performance has accelerated. Whether it’s to find new opportunities to increase or maintain market share, or to generate new revenue opportunities, each of these areas represent additional challenges in fulfilling customer expectations and demands. A greater

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(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

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Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

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Secure Mobile ERP-Is It Possible?


Mobile devices are the workstation of the future—the new normal. Today’s organizations need to support mobile devices, whether this means adapting current enterprise solutions or evaluating new enterprise solutions. But this presents new security challenges. Read this article to discover how information technology (IT) departments can collaborate with end users to find a balance between control and access.

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Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

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Mobile Business Intelligence (BI)-The Importance of On-the-Move Business Clarity and Agility


Today’s employees expect to have access to business data in a single mobile device with intuitive tools to quickly perform tasks. If enterprises wish to provide BI to every end user, they need a BI solution that is flexible, scalable, and practical enough to function on all smartphones and tablet computing devices with all the features and functionality needed to manage the business at strategic, operational, and tactical levels.

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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.  

dynamic crm mobile   Read More

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.

dynamic crm mobile   Read More