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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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 life insurance agent crm software


Progress Software Revs Up to Higher RPM via Savvion - Part 2
Part 1 of this series began to analyze the recent merger of Progress Software Corp. [NASDAQ: PRGS] and Savvion Inc. With this acquisition, Progress has made a

life insurance agent crm software  processes. Most of the real-life business processes have all three elements in them, but some are heavier on one versus the other two. In its white paper Understanding Usage Patterns An Enterprise BPMS Must Support,  Savvion identifies and describes four other equally important usage scenarios that are not very well understood by users and not well supported by many other BPM vendors. These are the following: case management , rule-based (decision-intensive) processes, project-oriented processes, and

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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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Documents related to » life insurance agent crm software

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.

life insurance agent crm software  the call center agent's life difficult. All these elements also impact the agent's ability to deliver on the call center's desired performance goals. Implementing appropriate knowledge-based and intelligent search–backed solutions should enable the staff to share information more interactively. Such solutions can also allow staff to rank problem resolutions so that agents share not only knowledge, but experience too. The application should do this by itself, leaving agents the ability to effortlessly Read More

Business Benefits to FSM-CRM-ERP Systems Integration


These days everything starts with the customer and his or her experience. From this perspective—of the customer experience—the service sector must ensure fluency in its operations so that the customer is satisfied and does not go to social media to publicly vent or complain. Certain industries such as manufacturing and services industries, such as utilities and insurance, are some of the most

life insurance agent crm software  full picture of the life cycle of the customer interaction with a company’s ecosystem. In order to have that image handy, a company may want to prioritize setting up the integration among enterprise systems—such as FSM, CRM, and ERP. These systems must be in sync so that customers are not put on hold for days or even weeks to confirm contractual terms or credit limits before operations can move ahead to service equipment or otherwise attend to the customer’s needs. Read More

(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

life insurance agent crm software  from basic demographics to life milestones, such as retirement. The second factor is that customers should have the ability to customize their solution to address their unique business needs and evolving external requirements. As stated in Onyx’s press release , “in a dynamic business environment, the service enterprise must be able to sense and react” almost instantly “to changing market conditions.” The third factor is the essential ability to adapt to customer and market changes, since most 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,

life insurance agent crm software  such as telecommunications, government, life sciences, manufacturing, and travel services. Marquee customers here include Amgen , Advanced Micro Devices, Inc. (AMD ), General Electric Company (GE ), Ford Motor Company , Novartis Pharmaceuticals Corporation , Starwood Hotels & Resorts Worldwide , and The ServiceMaster Company . All of the abovementioned companies are largely concerned about their customer service levels. Pega’s customer interaction know-how has also resulted in solutions to close gaps Read More

TOWER Software


TOWER Software provides enterprise content management (ECM) solutions to government and regulated industries, as well as electronic document and records management (EDRM) solutions. TOWER Software is a privately held company with operations in North America, Europe, and Asia Pacific, and maintains strategic partnerships with technology and information management companies including Microsoft, Hewlett Packard, Adobe Systems, and Kofax. The vendor is headquartered in Canberra (Australia).

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New Software Comparison Capabilities: Recruitment and Staffing Software


Over the past few months, we have built TEC’s Human Capital Management (HCM) Evaluation Center with a comprehensive set of features and functions, allowing our users to compare a wide variety of human resources (HR) and related enterprise software solutions available on the market. Last year saw the development of the Talent Management software evaluation competency, which nicely complements our

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Run your Business with no Software!


Picture your business today without software applications. It's hard to imagine, isn't it? But maybe you should try - and not for the reason you may be thinking. Think about how hard it would be to run your business if your software applications weren't working - and then build a plan to provide total application availability.

life insurance agent crm software  applications such as Product Lifecycle Management, Supply Chain Management and ERP to improve business performance. Jim served in executive roles for software companies specializing in manufacturing solutions before starting his consulting firm, Tech-Clarity Associates. Jim can be reached at jim.brown@tech-clarity.com . Read More

NetSuite 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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Global Software


Established in 1981, Global Software, Inc. is a privately owned company located in Raleigh, North Carolina (US). Their analytics suite, which includes Spreadsheet Server, Executive DASH, Cost Analyzer, and Budget Manager, is compatible with enterprise resource planning packages such as BPCS, Infinium, MOVEX, Oracle®, SAP®, Jack Henry, and J.D. Edwards, and runs on iSeries/AS/400, Oracle®, SQL Server, and Microsoft Access DB. With over over 1,000 customers and 3,500 installations worldwide, Global Software’s products are used in 39 countries. Global's European headquarters are in London, UK, and they have distributors in the United Kingdom, Canada, Australia, Italy, Spain, Mexico, New Zealand, Germany, Switzerland, France, Denmark, and Israel.

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Rishabh Software


Rishabh Software is an ISO 9001:2000 and ISO 27001 certified company. Rishabh provides an array of solutions in the fields of IT, IT-enabled services (ITES), and business process outsourcing (BPO). The company is headquartered in Gujarat (India).

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Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM 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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A Portrait of the Indian Enterprise Software User


Like many markets recovering from global economic turmoil, the enterprise software market has experienced a slew of company expansion and consolidation ventures. The Indian market was no exception. But how does vendor growth and expansion relate to the requirements of Indian companies researching and purchasing enterprise software? What is the profile of a company in India that is looking for enterprise software?

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Outsourcing, Applications Software Software Evaluation Report


The outsourcing application software Software Evaluation Report criteria are appropriate for selecting outsource providers in the area of business software development. It includes all activities performed by outsource providers including software development; software maintenance; software reengineering or rearchitecting; porting software to a new platform; and more.

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Selecting Software: A Systematic Approach to Buying Software


In our new “wired” world, software is no less important than other products and services in our everyday lives. But people are generally more used to buying other products and services than software. In many ways, however, selecting software is similar to selecting other products and services. Find out the key factors and criteria you should include—and what you should leave out—when you’re in the market for a new software solution.

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