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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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 crm insurance classes


AuraPortal: A BPM Vendor Worth Checking Out
AuraPortal, a new business process management (BPM) vendor, offers a solution that creates business process execution models without the need for heavy IT

crm insurance classes  the intertwined relationship between CRM and BPM, see one of my previous blog posts on the TEC Blog. AuraPortal BPMS can tightly cover the BPM needs of diverse economic sectors: Public Administration (file management, citizen files, budget management, etc.) Manufacturing (supplies, production management, equipment maintenance management, etc.) Construction (site management, planning, promotion, license management, etc.) Financial Institutions (risk management, asset management, loan requests, planning,

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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 insurance classes

Q2O Systems: Solutions for Quotation Management and Pricing Configuration


Quote-to-order systems include quotation management and pricing configuration solutions. Pricing configuration engines automate pricing and quoting processes for manufacturers with complex requirements. Their benefits include quotes that are quick and accurate, leading to increased customer satisfaction.

crm insurance classes  SCM, customer relationship management (CRM), and ERP systems when best practices have been attained across all departments. These environments might also be suitable for online and indirect channels, although, to get the most from this strategy, extensive product training within the channel is required. The last, and most complex system (from mass produced, to configured, to one-off products) is engineer-to-order (ETO) environments. Here, products require unique engineering design, significant Read More

Impressive Enterprise Resource Planning Solution Gets A Little Help From Its Friends


Despite impressive product depth and breadth (for instance, customer relationship management [CRM], workflow, traceability, and quality management are provided natively), Strategic Systems International (SSI) has longstanding partnerships with several best-of-breed specialists.

crm insurance classes  the arrival of Microsoft CRM 3.0 , this has become even more pervasive, as the Microsoft environment we are all familiar with on the desktop now becomes the enterprise environment, encompassing all enterprise resource planning (ERP) and office functions in one, including contact management. This is one area that will likely see significant growth as companies finally manage to join up their ERP and desktop systems. See Major Vendors Adapting to User Requirements for more insight on this area. Prior to Read More

Enterprise Incentive Management Leader's Challenges and Response


Enterprise incentive management is an emerging field, and a number of players have entered the market. Callidus recently expanded its service offerings by introducing two new strategic service programs both to woo customers and to survive in this emerging field.

crm insurance classes  and cons as their CRM counterparts. On the positive side, user companies forgo the huge upfront fees and installation costs while reducing the time it takes to get the product up and running. In addition, these solutions require no maintenance support agreements, no additional hardware, and a company's financial risk is no more than the number of months it subscribes for. However, companies must be comfortable with their data being housed at a third-party location, since security, data integrity, and Read More

Reporting Value of IT Services with Balanced Scorecards


A balanced scorecard is a measurement system for management that provides real insight into the status of a business or some part of it. Developed by Kaplan and Norton in the early 1990s, balanced scorecards provide a control system that helps ensure the right balance between different, and often times conflicting, perspectives. For example, an insurance company may increase profitability by offering incentives to claims assessors for taking a tough stance on payout, but will soon find dissatisfaction among its clients that may lead to lost business. Scorecards help ensure this balance and are an improvement over more traditional single dimension approaches that tend to be based purely on expense management and business growth.

crm insurance classes  Critical-to-Quality CTQ Processes | CRM Management | CRM Strategy | CTQ | CTQ Metric | CTQ Metrics | Dashboard Performance Indicators | Define Key Performance Indicators | Develop Key Performance Indicators | Development Critical Success Factors | Engineering Key Performance Indicators | Enterprise Resource Planning | ERP | ERP Critical Success Factors | ERP Implementation | ERP Software | ERP Solutions | ERP Success Factors | ERP System | ERP Systems | HR Key Performance Indicators | HR Metrics | HR Read More

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, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

crm insurance classes  step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections 5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Aplicor delivers Web-based CRM , ERP and accounting software to global midmarket and enterprise organizations. Unique strengths include an intuitive user interface to promote a positive user experience, Source : Read More

NetSuite CRM+: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

crm insurance classes  the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria. Read More

Oncontact CRM


Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits.  

crm insurance classes  CRM Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits. Read More

CRM Without Compromise: A Strategy for Profitable Growth


Find out in CRM Without Compromise: A Strategy for Profitable Growth.

crm insurance classes  help make it happen. CRM is designed to help you maximize sales from existing customers and bring in new accounts. But how does CRM work? What are its key components? And how can you employ it to make your organization more profitable? Find out in CRM Without Compromise: A Strategy for Profitable Growth . You'll learn about CRM from all the key angles: strategy, challenges, framework, and execution—along with tips and best practices for every step along the way. You'll also find out about the critical Read More

Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

crm insurance classes  On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for businesses. Read More

The Lexicon of CRM - Part 3: From R to Z


CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon of CRM

crm insurance classes  Lexicon of CRM - Part 3: From R to Z The Lexicon of CRM Part 3: From R to Z R. Garland - November 2, 2001 The Lexicon is divided into three parts, this being the second of three. This third section covers the alphabet from R to Z. For A to I, see Part One . For J to Q, see Part Two . R  RDBMS - Relational DataBase Management System . The typical, standard database, with both data models, data definitions, and data storage capabilities. Examples include Oracle's 9i database, Microsoft's SQLServer 2000, Read More

Soffront CRM


The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM.  

crm insurance classes  CRM The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM. Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

crm insurance classes  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More

The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

crm insurance classes  Forrester Wave: CRM Suites for Large Organizations, Q2 2010 In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered. Read More

The Case for a New CRM Solution


CRM software has gone well beyond being a "good to have" capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution.

crm insurance classes  Case for a New CRM Solution CRM software has gone well beyond being a good to have capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution. Read More