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Software Functionality Revealed in Detail
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 insurance broker crm


PeopleSoft Recuperating Slowly, Hoping to Sink 1999 into Oblivion Quickly
On February 1, PeopleSoft announced its financial results for 1999. PeopleSoft continues the slow recovery that a majority of ERP vendors across the board have

insurance broker crm  financial institutions, public sector, insurance, and higher education. It should be on a short list in any selection where HRMS system and financial modules are the main pillars of an enterprise application. Furthermore, organizations that are in an early stage of evaluating PeopleSoft should negotiate incorporation of new CRM applications components by bundling them into the contract now at negotiated license fees, and be wary of expected application integration problems.

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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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Sizing the Enterprise Incentive Management Opportunity-And the Challenges Ahead


Pure-play enterprise incentive management (EIM) vendors who have focused on providing the capability to manage highly complex compensation systems will be well positioned to take advantage of the major growth projected in the EIM market.

insurance broker crm  close regulatory scrutiny, requiring insurance companies to provide detailed information about broker behavior and compensation. Unfortunately, most insurance companies are unable to show a consistent and consolidated view of the insurerbroker relationship, due to the multiple roles brokers play in the insurance industry, and the legacy technology used to manage them. As regulators continue to examine the insurerbroker relationship, consolidated distribution information transparency becomes critically 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.

insurance broker crm  and The Prudential Life Insurance Company of Korea . The recently released TrueAnalytics module has apparently demonstrated the EIM strategic value, and it was sold in over half of the second quarter 2006 new deals. The solution was demonstrated in all sales opportunities and was often a key differentiator versus both Centive, Incentive Technology Corp. ( ITC ), and Oracle. Callidus plans to pursue sales of new product modules to existing customers of the TrueComp software. For most of these customers to Read More

Rich Internet Applications (RIA): Opportunities and Challenges for Enterprises


Rich Internet applications (RIAs) represent the next wave in the evolution of web applications, as they promise the richness, interactivity, and usability lacking in many of today’s web applications. However, as with any technological innovation, with the new opportunities come new challenges to be negotiated. What are the business benefits of adopting RIA, and what are the risks?

insurance broker crm  like banking, retail and insurance. In the next section, we look into the implications of using RIA in a retail business scenario. Sample Business scenario For years, e-commerce providers have been plagued with the issue of shopping cart abandonment. It is one of the most commonly reported hurdles in e-commerce revenue generation and profitability. A report by Forrester Research6 highlights the ability of RIA-based checkout solution to convert visitors to shoppers, 50% more often than the traditional HTML Read More

PeopleSoft Building Muscles To Overcome The Rough Patch Part 3: Target Markets, Alliances, & Competition


In PeopleSoft’s case, the fact remains that it is still the best-attuned offering (in terms of pricing, vertical extensions, customizability, professional service approach, etc.) to the needs of large, service-oriented enterprises, or for ‘greenfield’ sites. However, to put things in the right perspective, one should bear in mind that PeopleSoft’s license revenue in 2001 was still less than the corresponding revenue in 1998, back when the company was only a HRMS/ERP player.

insurance broker crm  within the government and insurance markets, which have not been very penetrated by CRM applications, and where PeopleSoft has long forged strong customer references and SI alliances. Competition However, to put things in the right perspective, one should bear in mind that PeopleSoft's license revenue in 2001 was still less than the corresponding revenue in 1998, back when the company was only a HRMS/ERP player. PeopleSoft's major recent success areas are still less in conventional manufacturing Read More

NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

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Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

insurance broker crm  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. Should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting Read More

Enterprise On-Demand CRM Comparison Guide


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

insurance broker crm  customer relationship management, CRM, CRM system, CRM system comparison, CRM system comparison guide, on-demand CRM system comparison, on-demand CRM system guide Read More

Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+


Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center

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CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

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Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

insurance broker crm  exactus crm,exactus software,palm crm,customer service software,crm tools,crm 3.0,sales crm software,analytical crm Read More

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

insurance broker crm  Customer Relationship Management (CRM),Microsoft Dynamics CRM,SageCRM,Oncontact CRM Read More

C2


There are currently no details available for this vendor. However, we are working to update this vendor’s information in our database as soon as possible. Please check back again.

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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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SAP CRM


SAP CRM has been used in over twenty-five industries including automotive, chemicals, consumer products, professional services, high tech, and wholesale distribution. Its features include partner channel management, marketing, sales, professional services, interaction center management, real-time offer management, web channel management, trade promotion management, and business communication management.  

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