X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 crm for insurance agents


(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 agents  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.

Read More


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.  

Start Now

Documents related to » crm for insurance agents

SaaS Buyer's Guide for Wholesale and Distribution


SaaS, despite its phenomenal popularity, is certainly not one-size-fits-all. You need to consider decision criteria such as fit, return on investment, and risk. Learn how SaaS works, who the major vendors are, how SaaS can help your business grow, and how to find the SaaS solution that’s right for you. It’s all in this comprehensive SaaS Buyer’s Guide for Wholesale and Distribution from TEC and SupplyChainBrain.

From a business requirements perspective, the defining characteristic of wholesale and distribution (W&D) organizations is that they operate as intermediate agents between manufacturers and retailers. Their top business needs thus focus on requirements for:

  • processing high volumes of transactions,
  • maintaining constant communication between upstream and downstream collaborators (manufacturers and retailers/customers, respectively), and
  • managing products for multiple competitors within the same warehouse or distribution center

In this guide we will explore considerations for W&D organizations that are considering adoption of the SaaS delivery model, and examine the particular business issues that arise from this change.Specifically, we will address the following considerations:

  • the differences between SaaS and on-premise delivery models
  • SaaS architectures
  • SaaS pros, cons, and other considerations
  • selection criteria for SaaS-based applications
  • viable wholesale and distribution SaaS vendors

Later in this guide, we’ll provide examples of SaaS delivery model success stories, as well as a SaaS IT directory, segmented according to business area.


Table of Contents


Preface

Software as a Service: A Buyer’s Guide


Spotlight on Adaptability and Agility

Thought Leadership from SAP
SAP’s Perspective on Software as a Service

SAP Case Study
Johnson Products Capitalizing on New Sales after 30-day SAP Deployment


Spotlight on Manufacturing and Distribution

Thought Leadership from Epicor
SaaS ERP for Small Manufacturers and Distributors

TECSYS Case Study
LifeScience Logistics Achieves 99.97% Inventory Accuracy with TECYS’ EliteSeries for Healthcare


Spotlight on Growing Your Company with SaaS

Thought Leadership from NetSuite
The Benefits of a Business Management Software Suite for High-growth and Midsized Businesses: Overcoming the Barriers of Stand-alone Business Applications

NetSuite Case Study
Woodworking Machinery Maker Cuts Costs, Grows Efficiency with NetSuite

NetSuite Case Study
NetSuite Helps Manufacturer Take Advantage of Fast Market Growth


Spotlight on Distribution Centers

Thought Leadership from Bond International Software
Cloud Computing for Your Distribution Workforce

IBS Case Study
Konaflex Focuses on its Core Business with IBS Distribution Management Software


Vendor Directory


Download the full copy of the TEC 2010 SaaS Buyer’s Guide for wholesale and distribution.



Report Preview


What Are the Differences between the SaaS and On-premise Delivery Models?



Defining the on-premise delivery model is relatively straightforward:

  • The software is acquired by the customer up-front.
  • The software is installed, deployed, managed, and maintained at the customer’s site, generally with a great degree of involvement by the customer.
  • The customer provides the in-house infrastructure (e.g., servers, hardware, networks) to support the software.


Defining the SaaS model is slightly more complex, since different SaaS vendors offer different definitions. We’ll explore these variations in more detail shortly, but for now we’ll note the following SaaS characteristics:

  • The software vendor provides customers with access to the software via the Internet.
  • The customer pays for this service on a subscription basis (normally per user, per month, or per number of transactions).
  • The vendor is responsible for maintenance, upgrades, and software support, as well as the supporting infrastructure.

The major difference between the on-premise and SaaS delivery model lies in the ownership of the software. In the on-premise model, once the software is purchased, the customer owns it. In the SaaS delivery model, the software is not owned by the customer: it is provided to the customer in the same manner as any other service.


Download the full copy of the TEC 2010 SaaS Buyer’s Guide for wholesale and distribution.

crm for insurance agents   Read More

Delivering Operational Excellence with Innovation: Enterprise Services Architecture for Enterprise Resource Planning


Changing business practices, especially those that consolidate business and IT functions, requires careful research and decision making. For companies needing to move beyond traditional enterprise resource planning (ERP) systems, enterprise service applications (ESA) can help reduce the complexity of having disparate IT systems. Find out about the benefits of ESA and how it can help you achieve operational excellence.

crm for insurance agents   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.

crm for insurance agents   Read More

Programming for Business Analysts? The Promise of Simplified Web Services Implementation and Access


LANSA offers to rejuvenate legacy systems by empowering developers with simplified programming to use Java services.

crm for insurance agents   Read More

Ability 585 for ERP for Manufacturing (SMB) Certification Report


Ability 585 is TEC Certified for online evaluation of enterprise resource planning (ERP) for manufacturing (SMB) 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 agents   Read More

Adeon Software House CXInsight for Electronics V5.2.0 for Product Lifecycle Management Certification Report


CXInsight for Electronics (v5.2.0) from Adeon Software House is now TEC Certified for online comparison of discrete product lifecycle management (PLM) software in TEC's Evaluation Centers. 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 agents   Read More

Dynacom ERP (v. 11.3) for ERP for SMB Certification Report


Dynacom Enterprise is now TEC Certified for online evaluation of enterprise resource planning (ERP) for small to medium business (SMB) 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 agents   Read More

Supply Chain Risk Management for Wholesale Distribution Companies: Planning for Disruption


Forward-looking companies are focusing on managing supply chain risk. The same functionality that supports supply chain network visibility, collaboration, and analytics can also enable supply chain risk management. This white paper shows that companies often actually possess the data they need, but disconnected systems impede the ability to make the right data accessible to the right people at the right time.

crm for insurance agents   Read More

SYSPRO ERP (version 6.1 SP1) for ERP for Manufacturing (SMB) Certification Report


SYSPRO ERP (version 6.1 SP1) is TEC Certified for online evaluation of enterprise resource planning (ERP) for manufacturing (SMB) 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 agents   Read More

An Opportunity for Change: 10 Recommendations for Advancing Your HR Technology Strategy


This report outlines 10 recommendations for companies to advance its human resources (HR) technology strategy. From conducting a global systems inventory and redeploying software to recalibrating talent strategies and targeting critical roles to focusing on end-user experience and tapping social collaboration, it offers easy-to-implement recommendations to help organizations d position themselves for long-term success.

crm for insurance agents   Read More