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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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 group insurance crm


CRM: Big is Not Always the Best
Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise

group insurance crm  or a small networked group of users. Typically, these systems are fairly inexpensive but provide a simple feature set with limited customization capabilities. Many mid-market companies are looking for more sophisticated systems that offer greater breadth of functionality, run on relational database technology, can be easily customized according to a company’s requirements, and are easy to use. Mid-market companies are looking for appropriate features but do not want to over-buy a CRM system which could

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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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Sword Ciboodle-One More BPM-Centric CRM Provider


What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve the customer experience by improving customer-facing processes. TEC principal analyst P.J. Jakovljevic reviews the vendor’s key offerings and sits down with Ciboodle’s VP of product and market strategy to discuss the company’s challenges, strategies, and technologies.

group insurance crm  acquired by the Sword Group , a financially sound company with more than 200 sterling pound million in revenues and 2,000 employees worldwide (although Sword Ciboodle represents a small fraction of those total figures). The vendor’s mantra is that it is “large enough to deliver, but small enough to care.” Sword Ciboodle began offering its CRM software products and services in the United States (US) in 2007 and has since acquired several marquee customers in the North American market.   What Custome Read More

TEC Talks to the Compiere ERP/CRM ProjectFree and Open Source Software Business ModelsPart Three: Compiere/ComPiere


Compiere project leader, Jorg Janke, reveals to TEC the advantages and difficulties in developing an ERP solution as Open Source software. Jorg explains some of the intricacies in modeling a business around servicing mature Open Source software.

group insurance crm  one way that a group can sell important services based on its expertise with a Free and open source project. This concludes Part Three of a three-part series. Part One was based on a discussion with David Jones, leader of the Open For Business project and in Part Two we talked with the CEO of OpenMFG, Edward L. Lilly, Jr. About this Article TEC is launching its Free and Open Source Software (FOSS) Evaluation Center . It will provide impartial analyses of enterprise solutions that support FOSS platforms su 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.

group insurance crm  incalculable ' but Gartner Group, in 2004, came up with a number. Gartner estimates that information sharing among value chain partners would accelerate revenue growth by as much as 20%. The results of a survey of 600 business leaders unveiled at the See the Customer Conference in May 2005 showed that shared decision-making, workflow and data can jump business more than 70%. Three fourths of all companies surveyed considered this collaboration across the extended value a top executive priority. Those th Read More

The Wizardry of Business Process Management - Part 3


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 the article, I mentioned my recent attendance of a witty presentation that attempted to explain the essence of BPM via some humor and metaphor of the classic “Wizard of Oz” movie. Namely, on March 23, 2009,

group insurance crm  Hancock , Farmers Insurance Group , Nationwide Mutual Insurance Company , and The Prudential Insurance Company of America . Pega’s insurance industry knowledge and experience has resulted in solutions to help these customers close gaps and improve the following processes: automated underwriting; event-driven marketing; product cloning; claims management; legacy transformation, etc. A CRM Provider Too? While its customers are typically large companies in the financial services, healthcare and insurance Read More

Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

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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.

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CD Group


CD Group has established itself as a leading provider of consulting services for companies in the Manufacturing and Distribution industries with revenues under $1 billion. CD Group''s 120 employees specialize in linking business strategy and processes with IT capabilities to drive financial improvement.

group insurance crm  Group CD Group has established itself as a leading provider of consulting services for companies in the Manufacturing and Distribution industries with revenues under $1 billion. CD Group''s 120 employees specialize in linking business strategy and processes with IT capabilities to drive financial improvement. Read More

CRM: Past, Present, and Future


Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future.

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CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

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Customer Relationship Management (CRM)


Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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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Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

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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.

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Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

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Dynamics 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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