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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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 crm for insurance agent


(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

crm for insurance agent  In fact, Onyx pioneered CRM for the Microsoft platform. But, although it was created by former Microsoft personnel, Onyx CRM was really never a joint business venture. Also, Onyx developed an architecture that scales and performs well in the marketplace, built on the Microsoft platform. On the other hand, in the early 2000s, Onyx seized the opportunity to enter the upper-mid market by running Sun Solaris and IBM AIX platforms to support databases by Oracle. This was abandoned based on customer demand.

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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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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

crm for insurance agent  to. And from the CRM perspective, financial data can help a sales rep figure out how to negotiate discounts faster—the financial profile shows the loyalty level of the customer. Or, it can help toward spotting opportunities for cross-sale or up-sale. Asset data  Asset data is typically stored in ERP systems. The ERP system may also need to pull some asset data from other systems. Depending on the complexity of the assets, data about assets can be stored in enterprise asset management (EAM) systems; 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.

crm for insurance agent  fastest time for all CRM implementations according to the analyst firm Gartner . Similarly, the average payback period for a Sword Ciboodle implementation is 29 months, and Sword Ciboodle reduces the average handling time by an average of 23 percent, to within 3 months. Finally, Sword Ciboodle differs from other companies in that the flexibility and customizability of the implementations allows the company to easily integrate new channels, such as social media, into the customers’ offerings. TEC: Has 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.

crm for insurance agent  need to realize that CRM is nothing more than a general set of principles that provides an actionable framework for thinking about the customer when the customer interacts with the company. Communication has to be at least a dialogue with the customer. Many businesses have achieved a higher level of communication via the phone and face-to-face. Automatic Call Distributors and Integrated Voice Response systems effectively route customers to the appropriate service agent trained in being responsive to what Read More

Creating Business Value with Communication-enabled CRM Processes: Enhancing Marketing, Sales, and Service


Customer relationship management (CRM) issues can often be traced to ineffective processes involving human communication. But you can overcome the limitations of marketing, sales, and service processes. With communication-enabled business processes—powered by communications systems integrated with business applications—you can have more visibility into interactions and improve your end-to-end performance. Learn more.

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The Five Sure-fire Strategies for Gaining Management Approval for WMS Projects


Despite the consensus that warehouse management systems (WMS) offer many benefits, getting approval for a new system is challenging. You need to get key decision makers in operations, IT, and finance—as well as the executive team and the board of directors—to see value in the proposed WMS. But how can you improve your chances of getting management approval? Discover five strategies for information-gathering and approval.

crm for insurance agent  Five Sure-fire Strategies for Gaining Management Approval for WMS Projects The 5 Sure-fire Strategies for Gaining Management Approval for WMS Projects If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. HighJump Software simplifies the art and business of creating, selling and moving products across global networks. We develop supply chain software that helps clients drive growth and manage change throughout their operations. Source : Read More

A Business Intelligence Agenda for Midsize Organizations: Six Strategies for Success


Midsize companies see business intelligence (BI) as too unwieldy and expensive for them, and use spreadsheets for planning, budgeting, and forecasting. However, BI is well within reach through an incremental approach. Learn about six strategies for midsize companies for choosing and deploying BI solutions that address both business and IT challenges.

crm for insurance agent  Business Intelligence Agenda for Midsize Organizations: Six Strategies for Success Midsize companies see business intelligence (BI) as too unwieldy and expensive for them, and use spreadsheets for planning, budgeting, and forecasting. However, BI is well within reach through an incremental approach. Learn about six strategies for midsize companies for choosing and deploying BI solutions that address both business and IT challenges. Read More

ProfitKey’s Rapid Response Manufacturing (v. 7.7.1) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report


ProfitKey’s Rapid Response Manufacturing (v. 7.7.1) is TEC Certified for online evaluation of enterprise resource planning (ERP) for engineer-to-order (ETO) manufacturing solutions in the ERP 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.

crm for insurance agent  Rapid Response Manufacturing (v. 7.7.1) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report ProfitKey’s Rapid Response Manufacturing (v. 7.7.1) is TEC Certified for online evaluation of enterprise resource planning (ERP) for engineer-to-order (ETO) manufacturing solutions in the ERP 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 Read More

Value Proposition for IBM Power Servers And i: Comparing Costs for EnterpriseOne Deployments


It is a challenging time for Oracle EnterpriseOne (E1) users. Organizations must contain IT costs and still meet business demands. In many cases, pressures to improve performance and increase efficiency are magnified by today’s economic conditions. One solution is to employ—or continue to employ—the IBM Power server platform and i for core E1 systems. Learn how four different installations fared with this solution.

crm for insurance agent  Proposition for IBM Power Servers And i: Comparing Costs for EnterpriseOne Deployments It is a challenging time for Oracle EnterpriseOne (E1) users. Organizations must contain IT costs and still meet business demands. In many cases, pressures to improve performance and increase efficiency are magnified by today’s economic conditions. One solution is to employ—or continue to employ—the IBM Power server platform and i for core E1 systems. Learn how four different installations fared with this Read More

Dynamics CRM: Customer Relationship Management (CRM) Competitor Analysis Report


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Sunrise Technologies' Apparel & Footwear Template for Microsoft Dynamics AX: ERP for Fashion Certification Report 2011


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crm for insurance agent  Technologies' Apparel & Footwear Template for Microsoft Dynamics AX: ERP for Fashion Certification Report 2011 Sunrise Technologies' Apparel & Footwear Template for Microsoft Dynamics AX is now TEC Certified for online evaluation of enterprise resource planning (ERP) for fashion packages in TEC's ERP 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 Read More

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crm for insurance agent  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 Read More

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The enterprise resource planning (ERP) for services knowledge base is appropriate for organizations in service-oriented industries. It consists of enterprise-wide integrated information systems that manage the operations, services, and resources of non-manufacturing organizations.

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crm for insurance agent  Enterprise Process Manufacturing for ERP for Process Manufacturing Certification Report Ramco Enterprise Process Manufacturing is TEC Certified for online evaluation enterprise resource planning (ERP) for process manufacturing solutions in the ERP 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, and Read More