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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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 evaluation of customer relationship management for insurance


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

evaluation of customer relationship management for insurance  Alignment Consulting Practice at TechnologyEvaluation.Com, Inc. located in Woburn, Massachusetts. TEC researches IT products and suppliers as well as the ways companies obtain business value from IT. TEC's consulting services remove time, risk and ultimately cost from IT related decisions. Jim can be reached at jdowling@TechnologyEvaluation.COM .

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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 » evaluation of customer relationship management for insurance

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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Integrating Customer Relationship Management and Service Resolution Management


The business case for integrating call center service resolution management into customer relationship management is becoming increasingly obvious, as companies need to rely more on inbound (customer-generated) calls than on outbound telemarketing efforts.

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Zavanti ERP Is TEC Certified for ERP for Services and PPM for PSA Evaluation


TEC is pleased to announce that Zavanti ERP by Zavanti is now TEC certified in the enterprise resource planning (ERP) for services and project portfolio management and professional services automation (PPM for PSA) software spaces. Zavanti offers an end-to-end suite of solutions for the property development, building and construction, property management, and professional services organizations, particularly the engineering, architecture, contractors, and consultants vertical markets.

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E-mail Response Management


E-mail inquiries for the customer service sector are expected to explode from 2.9 billion messages in 2005, to 7.2 billion by 2010. This means that a company’s online relationship with customers will be increasingly critical to customer satisfaction and retention. That’s why managers need new tools to manage their corporate e-mail assets and better service the e-mail customer.

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Risk Management with Investigation Process Design, Execution, and File Management: The BPS Server Concept


Client processes and risk control contextualization can be greatly improved through investigation process design, process execution, and file management issues. Learn how BPS Server uses process templating concepts, separates fact management activities, and uses COSO centric mechanisms to accomplish this. This the second part to Risk, Risk Mitigation, and Functional Requirements in Dynamic Compliance Environments. This is part two of a two part white paper. Part One Risk Mitigation and Functional Requirements in Dynamic Compliance Environments.

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Sage 100 Standard ERP (v. 4.5) for ERP for Services Certification Report


Sage 100 Standard ERP (formerly Sage ERP MAS 90), v. 4.5, is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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PPM for PSA Software Review: NetSuite OpenAir


This product portfolio management for professional services automation (PPM for PSA) software review report examines the PPM for PSA software by NetSuite and its support for business management processes against known benchmarks. It assesses NetSuite OpenAir for PPM for PSA functionality and reviews the product’s support capacity with a focus on:

  • Portfolio and Project Management
  • Resource Planning and Scheduling
  • Opportunity, Contact, and Contract Management
  • Time and Expense Management
  • Budgeting, Costing, and Billing
  • Knowledge Management, Collaboration, and Analysis
  • Third-party Integration

The report also contains an independent analyst’s review of the PPM for PSA software based on a demonstration provided by NetSuite. The review identifies the features of NetSuite OpenAir that distinguishes it from other business process management solutions, including its integration capability with NetSuite’s SuiteApp.com application store, its multicurrency and multi-tax support feature, and its mobile compatibility for use over various device types. In this review, the analyst outlines the software provider’s implementation process, support model, and target user base.

NetSuite OpenAir achieved TEC certification status for its PPM for PSA software solution by completing TEC’s certification program, which includes a demonstration of the PPM for PSA software’s support for specific real-world business process and a detailed functional benchmarking analysis.

Based on a demonstration of NetSuite OpenAir, a TEC analyst has assessed the PPM for PSA software’s features, evaluating the software against known industry benchmarks, to determine that NetSuite OpenAir by Aptean is a strong manufacturing ERP system.

Download this software review report for product analysis and comparison, an in-depth analyst commentary, and to learn more about how NetSuite OpenAir can help businesses achieve their PPM for PSA objectives.

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K8 for ERP for Distribution Product Certification Report


K8 is TEC Certified for online evaluation of enterprise resource planning (ERP) for distribution solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Sunrise Technologies' Apparel & Footwear Template for Microsoft Dynamics AX: ERP for Fashion Certification Report 2011


Sunrise Technologies' Apparel & Footwear Template for Microsoft Dynamics AX is now TEC Certified for online evaluation of enterprise resource planning (ERP) for fashion packages in TEC's ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

evaluation of customer relationship management for insurance   Read More

Microsoft Dynamics GP 10.0 for ERP for Mixed-mode Manufacturing Certification Report


Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of enterprise resource planning (ERP) for mixed-mode manufacturing solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

evaluation of customer relationship management for insurance   Read More