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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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 insurance agents professional


The Challenges that Remain for One Aspiring Global Sourcing Vendor
In the long term, Eqos’s current stature and means may not be enough to maintain its competitive position against current and potential competitors, especially

insurance agents professional  total landed cost modeling, insurance and claims, import and export compliance, security regulations, and more seamless integration with invoice reconciliation and trade financing systems. Given user companies' awareness of their need for GTM solutions and the like, there is a plethora of point solution providers that specialize in narrow areas of this growing yet fragmented market. Such areas range from landed cost calculation, retail product lifecycle management (PLM), visibility and event management,

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Navigating Between Service Management Scylla & Charybdis - Part 2


Part 1 of this series analyzed the phenomenon of the rise of the service economy: the increasing importance of the service sector in industrialized economies. Especially in a sluggish market, service delivered after the initial sale of a product is what can truly differentiate competitors. In fact, after-sale service is quite difficult to replicate. Thus, while durable (hard

insurance agents professional  equipment maintenance and repairs, insurance claims validations, and health-care home visits would be appointment-based examples of field services. Conversely, field service with no appointments takes place during repair work at telecommunications and utilities construction and infrastructure sites. Accordingly, a field service person or a crew is assigned to a job that needs to be delivered within a certain time window within a day, e.g., from 10 to 11:30 in the morning (and the customer needs to be Read More

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.

insurance agents professional  in other sectors (e.g., insurance, retail energy, retail banking, and retail consumer goods) consist of some renowned brands and leading companies (e.g., Sears, Sony, Eskom, Bally Total Fitness, Standard Bank, CAPITA). In the case of the aforementioned Sears deployment, the product’s capabilities include Service Desktop, Case Handling, Campaign Execution, Dashboards, Customer Profile, Cross Sell, Inquiry Management, Unified Interaction History, and Customer Profile. The implementation also includes Read More

Quote-to-order: The Major Players in the Manufacturing Arena


The latest generation of quote-to-order systems uses knowledge-based software to help reduce an organization’s dependence on its highly skilled experts. The ability to harness a company’s intellectual property and know-how helps build competitive advantage.

insurance agents professional  the product is an insurance policy document of configured paragraphs, a well-structured configurator may actually help in the definition of the modular components. Many other questions will be answered by customers (or on their behalf), such as what knowledge needs to be captured in the configurator and deployed to support the desired sales, service, and fulfillment process. Namely, are the products and services highly technical, with many features, options, and calculations, and is there complexity in Read More

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.

insurance agents professional  history (Pre-defined rules). Benefit: Insurance that all messages are assigned promptly and efficiently, and that the productivity of all users is maximized. Communication History: For any message the entire history including received date and time, reply dates and times, users involved, etc. is available to service agent managers by using a search engine with in the software. Benefit: Enables managers and other staff members to be brought up to date quickly on specific issues and provides the security Read More

Insurance


Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”).

Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business activities. Most insurance companies offer similar products, which makes competition quite fierce. Here are some of the characteristics of the insurance sector:

insurance agents professional  Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”). Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business acti Read More

Advanced Projects for Microsoft Dynamics AX v.4.0 from Adeaca: PPM for PSA Certification Report


Advanced Projects for Microsoft Dynamics AX v.4.0 from Adeaca is now TEC Certified for online evaluation of product portfolio management (PPM) for professional services automation (PSA) in TEC's PPM for PSA 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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ERP Vendors Venturing into PSA


On February 29, PeopleSoft Inc. took the wraps off its Professional Services Automation (PSA) product, software that aims to help services firms better manage financial and human-resources systems. On March 6, Lawson Software reaffirmed its position as a “premier total solution provider for the professional services industry”.

insurance agents professional  ERP Vendors,enterprise resource planning vendors,Professional Services Automation,psa products,PeopleSoft PSA,professional services market,people soft,erp software,software peoplesoft,professional services automation tools,business automation services,erp providers,PSA players,ERP implementation,PSA functionality scope Read More

Evaluating Cloud-Based ERP for Professional Service Organizations


In the webcast Top 5 Reasons Professional Services Organizations Are Embracing the Cloud to learn about: the impact of cloud technology on PSOs; t...

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Top 5 Reasons Professional Services Organizations are Embracing the Cloud


In the webcastTop 5 Reasons Professional Services Organizations Are Embracing the Cloud, find out why cloud technology has so captivated PSOs and l...

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Taking It to the Streets: A Guide to Wide Area Wireless for the Non-technical Business Professional


It s hard to go anywhere these days and not see ads for mobile wireless carriers. But the technology is so confusing and the choices so overwhelming, it can be impossible to know which solution to choose. Before making the wrong choice, it’s best to have a basic understanding of mobile wireless communication—how it is currently being used in the industry, and how it can benefit your organization in the future.

insurance agents professional   Read More

NetSuite OpenAir: PPM for Professional Services Automation Competitor Analysis Report


A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline and track resources, projects, portfolios, revenues, and the costs of professional services organizations (PSOs), which provide billable services to their clients. Consequently, PPM for PSA provides both the high-level monitoring of project portfolios as business investments and automates the project-specific functionality of time, billing, expense reporting, opportunity management, and resource management, linking back office functionality with the PSO’s portfolio of projects.

insurance agents professional   Read More