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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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 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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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.

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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.

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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.

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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.

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5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


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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.

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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.  

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Enterprise On-Demand CRM Comparison Guide


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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

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