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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 consulting for insurance management


Customer Relationship Management for IT Professionals
What makes a strong supplier/customer relationship? The bottom line is trust. However, trust needs to be earned through a series of conversations and

crm consulting for insurance management  Relationship Management for IT Professionals Customer Relationship Management for IT Professionals J. Dowling - January 17, 2001 Introduction A satisfying relationship between IT and line of business is maintained through ongoing dialogue that is meaningful to both parties. The discipline of Conversations for Alignment, a title for a simple technique for making and managing commitments, enables such a dialogue. My consulting group and I have done a good deal of research into what makes a strong

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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 consulting for insurance management

The Wizardry of Business Process Management: Part 5


Part 1 of this blog series started a lengthy discussion about the value proposition and parts-and-parcels of business process management (BPM), with an ensuing focus on Pegasystems (also known as Pega) as one of the leading BPM suite providers. Part 2, Part 3, and Part 4 then analyzed in depth a number of the vendor’s “BPM secret sauce” ingredients. Pega is one of the leading vendors in the

crm consulting for insurance management  and customer relationship management (CRM ) customers gladly talk about their typical results as follows: Revenue growth – an average 25 percent increase in cross-selling  and up-selling ; customer acquisition up 15 to 30 percent; a 50 percent decrease in application abandonment; and time-to-market (TTM ) cut by 18 percent; Service excellence – on average US$8 million in lost profit margins recovered; a five point customer retention  increase; a 30 percent increase in one-touch problem resolution; 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.

crm consulting for insurance management  Customer Change | Customer CRM | Customer Data | Customer Data Analysis | Customer Data Information | Customer Data Integration | Customer Data Management | Customer Data Model | Customer Data Service | Customer Development | Customer Ecosystem | Customer Engineering | Customer Expectations | Customer Experience | Customer Implementation | Customer Innovation | Customer Issues | Customer Knowledge | Customer Knowledge Management | Customer Management | Customer Managment | Customer Marketing | Customer Read More

The Wizardry of Business Process Management - Part 2


Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts-and-parcels, and the software category’s value proposition.  At the end of that post, I mentioned my recent attendance of a witty presentation that attempted to explain the essence of BPM via a bit of humor and the metaphor of the classic “Wizard of Oz” movie. Namely, on March 23

crm consulting for insurance management  disjointed) customer relationship management (CRM) applications for financial services and health care, and was doing sort of OK. While those applications dealt with process issues, they were not BPM solutions per se . But the latest inflection point took place in 2004 when Pega rewrote its product suite yet again, this time with the idea of empowering both business users and IT staff to “Build for Change (BFC).” The idea behind this now trademarked slogan is that companies can deliver value  more Read More

Project Portfolio Management for Service Organizations: Bridging the Gap between Project Management and Operations


There are two types of project portfolio management (PPM) solutions for professional services organizations (PSO). For smaller PSOs, best-of-breed vendors provide hosted solutions with out-of-the-box integrations, while integrated PPM solutions provide the complete back-office systems preferred by many larger PSOs.

crm consulting for insurance management  to a project engagement. CRM functionality also allows organizations to prioritize opportunities and to forecast pipelines. Knowledge management . These capabilities serve as the hub of a PSO. Service firms demand collaboration and analysis of data by both internal parties (management and staff) and external parties (customers and partners). PSOs demand robust knowledge management capabilities that access all components of their business. In addition to these core components, workflow capabilities and Read More

Aquilon for ERP for SMB Certification Report


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Customer Relationship Management (CRM)


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crm consulting for insurance management  Evaluation Center concentrates on CRM and supplier relationship management (SRM), as software and information and communication technology (ICT) play a major role in facilitating effective relationship management among all parties involved. Read More

Warehouse Management Systems: Pie in the Sky or Floating Bakery? Part One: Myths of the Warehouse Management Systems and Implementation


When searching for a warehouse management system (WMS), a number of myths surface. "Huge staff reductions", "quick and easy implementation", and "fast and big" returns on investment are common promises. These combined with the enticing "bells and whistles" of a system can ultimately turn an eager customer into a patient suffering from confusion or at the very least disorientation. Knowing the stories behind the myths and determining what your warehouse needs are can lead to a profitable investment.

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Business Process Management Notations within Business Process Management


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New Realities of Retail Workforce Management: Myths versus Facts


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Intelligent Workload Management


Computing infrastructure today though versatile must be used wisely. Intelligent workload management (IWM) allows for efficient consumption of computing resources while ensuring business tasks are supported by all needed resources—and that this is all done securely. IWM tools support the building, management, monitoring, and securing of workloads. See how to run your cloud computing system with leading-edge technology.

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Mobile Device Management Comparison Guide


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Asset Management


Asset management is crucial for businesses that wish to keep costs down while running an efficient service. Waer Systems has taken its experience in controlling inventory and has applied it to the management and reservation of an organization’s assets. Waer’s cloud-based solution, WAERlinx, provides companies with the resources to systematically process operations, maintenance, and the upgrading of assets, cost-effectively.

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SmartOrg Portfolio Navigator for Product Lifecycle Management Certification Report


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