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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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Compare Software Solutions
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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8 Questions to Ask to Successfully Negotiate a Phone System Deal
Learn how to get the right phone system for your company's requirements in 8 Questions to Ask to Successfully Negotiate a Phone System Deal.

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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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Phone Systems Buyer's Guide


Even the most basic business will have communication needs that cannot be met by simply providing each employee a phone. Communication is critical to success in business, and high-quality, feature-rich phone systems are a critical part of a communications suite. There are several options available to business users. The technology you will use will be governed by your specific requirements. This guide is designed to take the guesswork out of your decision.

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Delivering Superior Customer Value in Insurance


Effective management of customer data is a critical success factor for insurers. To provide products and service that stand out from the crowd, insurers need a 360-degree view of each customer that covers his or her entire experience with the company. Read this white paper on how information technology that supports tightly integrated, end-to-end business processes can increase insurer responsiveness and customer loyalty.

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9 Important Business Phone System Buyer Questions


In 9 Important Business Phone System Buyer Questions, you'll find the key questions to help you get the right business phone system at the best possible price.

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SMB Phone Systems Product Requirements Worksheet


Using this worksheet from Focus Research, you can evaluate your business phone system feature requirements in relation to how well vendors meet them. Score how well vendors perform the categories you’ve identified by filling in your ratings in the columns to the right, using a scale of one to five, with five being best. If the feature isn’t important to your particular needs, simply leave the field blank.

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Four Keys to Choosing Your Next Business Phone System


When Voice over Internet protocol (VoIP) first emerged on the market a few years ago, buyers were concerned about maintaining the quality of phone connections. Now that VoIP has proven itself as reliable, choosing the right business phone system comes down to understanding how specific features can make your company more profitable. Read this white paper to recognize the most vital features of any business phone system.

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Checklist for Phone System Buyers


Are you in the market for a business phone system? With the broad array of features available in phone systems today and the full spectrum of providers who sell them, purchasing a new phone system for your business can be a daunting task. Read these condensed best practices to get the right information and ask phone system vendors specific, detailed questions to make the optimal decision to meet your communication needs.

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Industry Expert's Guide to Buying a Business Phone System


Learn about VoIP and how you can get more for less in Industry Expert's Guide to Buying a Business Phone System.

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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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CRM for Financial and Insurance Markets Software Evaluation Report


This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

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PBX Phone System Buying Guide


PBX phone systems (private branch exchange) have many advantages for businesses of any size. In a hosted setup, the customer just signs up for a service, rather than buying and maintaining expensive hardware. In addition to basic phone features, PBX phone systems offer other features such as customized abbreviated dialing, direct inward system access, follow-me calling, and shared message boxes. This guide gives a brief overview to the points to consider when purchasing a PBX phone system.

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