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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

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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&n...
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Documents related to » survivorship insurance definition


The Role of Sales Training Requirements Definition and Requests for Proposals in the Success of Technology Companies
The first step in choosing an effectiveness service provider (ESP) that best meets your company's needs is to develop a requirements definition. When used as a

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Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report
This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features

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Westwood Insurance Chooses MAS 500 for Integration Capabilities
For ten years, California (US)-based Westwood Insurance used an off-site bureau for all accounting, financial, and insurance data management. In 1996, the

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SAP Expands Its Insurance Solution via Camilion Acquisition
It appears that SAP HANA’s launch has been the catalyst for not only in-house innovation, but also SAP’s onslaught of tuck-in acquisitions of its close partners

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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

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Successful 5010 and ICD-10 transition: An implementation roadmap
The 1996 US Health Insurance Portability and Accountability Act (HIPAA) was enacted to improve the portability of health care coverage. The new 5010 standard

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Customer Relationship Malpractice
Although malpractice is usually a term used in medicine, its definition (“any instance of improper professional conduct”) shows that the term can be used in any

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6 Ways You Can Benefit from Telecom Expense Management
A national health insurance company’s spreadsheet-based telecom management process was leading to time and money wasted as staff tried to make up for lack of

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The Midsized Company: ERP Revisited
Enterprise resource planning (ERP) is no longer just for giant companies. Time and critical mass have dramatically cut the cost, complexity, and speed to value

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How the Small Become Mighty
Although small to midsized manufacturers employ more than half of all workers in the US, today’s demand-driven, global economy is challenging them to operate

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Salesforce.com Offers Financial Industry Solutions
Salesforce.com announced Salesforce1 for Financial Services, with the idea to better help retail banks, wealth management companies, and insurance providers

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Executive Brief: 3 Key Success Strategies for Insurance, Banks, and Financial Services
Financial services organizations are always looking for ways to improve business processes to implement tighter control@and improve the bottom line. But finding

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Secure Analytics: Maximizing Data Quality and Minimizing Risk for Banking and Insurance Firms
Do you use real customer profiles and statistics to drive marketing efforts, or real employee data for salary or benefit analysis? While these activities are

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