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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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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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 insurance campaign tracking


Customer Relationship Management: Evolution, Not Revolution
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause a host of problems, from

insurance campaign tracking  to help financial and insurance markets with their specific client bases. Among its features and functions are policy tracking and investment tracking in order to enhance client databases. Software from some vendors might allow customer data to be consolidated, permit better communication between branches, and reduce staff training costs. Real estate CRM for this sector helps vendors to improve customer relationships by capturing online leads, increasing the volume of higher-quality leads, performing

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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 Software Evaluation Report

This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. 

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Documents related to » insurance campaign tracking

Yet Another Branding Debacle (This Time, It's ERP for Services)


Organizations providing billable services to their clients can benefit from an enterprise resource planning solution. But what makes ERP for services different from solutions known as product portfolio management for professional services automation? And which is best for your organization?

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I Know What You Did Last Week - But I'll Never Tell


Internet advertising is under attack from privacy advocates and private citizens as DoubleClick reveals that it can correlate surfing behavior with individual identities. DoubleClick points out that this is only possible when the personal identification is provided voluntarily. Opponents question whether the average surfer understands the implications of providing information.

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Surado! A Rising Mid-market CRM Provider


Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc. developers of Surado CRM Solutions. Surado positions itself high in many functional areas, against many mid-market software vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, and Commence Corporation.

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BatchMaster Gives Dessert Company a Distinct Advantage


Desserts of Distinction was using too many ingredients to take care of its key business activities. Storing recipes, controlling inventory, and tracking orders required various accounting software applications, spreadsheets, and databases. As a result, simple processes were time-consuming and manually intensive. Find out how BatchMaster addressed a number of needs, including inventory accuracy and traceability.

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Affinium Suite


Unica's Affinium Suite includes Affinium Campaign, Affinium Model, Affinium Plan, and Affinium Leads. These solutions support the following characteristics.Affinium Campaign is a multichannel, personalized campaign management solution. Affinium Campaign delivers supports real time inbound and outbound customer interactions. This software helps manage multichannel and multiwave campaigns. Affinium Model is a data mining and predictive modeling solution, which helps companies understand and anticipate customer behaviors and preferences. Its has built-in automation and wizards to help generate models faster than conventional tools.Affinium Plan is a marketing resource management solution, which provides a common "workplace" for marketing teams to plan, manage, execute, and monitor marketing initiatives. It includes automated workflow and collaboration tools, customizable reporting metrics, and a marketing "dashboard" to provide real time visibility into status and effectiveness. It also supports content management and automated approval processes.Affinium Leads is a lead management solution that provides the ability to better manage the qualification, enrichment, distribution, maturation, and feedback loop on leads.

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Delivering Superior Customer Value in Insurance


Effective management of customer data is a critical success factor for insurers. To provide products and service that stand out from the crowd, insurers need a 360-degree view of each customer that covers his or her entire experience with the company. Read this white paper on how information technology that supports tightly integrated, end-to-end business processes can increase insurer responsiveness and customer loyalty.

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Illumiti Business Transformation Study – Laricina Energy Ltd


Learn how Illumiti helped Laricina Energy automate its processes, including procure-to-pay and field tracking, for better auditing and analysis.

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InsFocus Releases Version 2.0 of BI Solution for Insurance


The Israeli software provider InsFocus Systems, producer of Insfocus Plus, a business intelligence (BI) solution targeted at the insurance industry, has recently released version 2.0 of its BI application, which includes several enhancements, with special emphasis on the Web. Among the features of this version is the new InsFocus BI Web user interface. The Web viewer and user

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HiringBoss / StaffingBoss / HiringOptions


HiringBoss - An in-house Applicant tracking system for companies sized from 5 to 15,000 people. (Saas) - Released in Nov 2011. StaffingBoss - A CRM recruitment solution for recruitment agencies. (Saas) - release due in April 2012 HiringOptions - A new marketplace solution that delivers partner solutions to clients as and when they need them. (Paas) - release due in June 2012  

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