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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 companies


CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know
When creating a seamless value chain, it is essential to focus on the customer. However, information, data, and processes are key when planning the complex

crm for insurance companies  relationship management (CRM) (Wikipedia) CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know Customer relationship management (CRM) is also known as : Customer Intelligence , Customer Service , Consumer Relationship System , Business Intelligence , Client Relationship Management , Enterprise Relationship Management , Consumer Relationship System , Employee Experience Management , Customer Experience , Customer Experience Management , Service System , Relationship

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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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Documents related to » crm for insurance companies

CRM for the Finance and Banking Industry - Part 1


How many different systems does a bank employee use when changing a customer’s contact information? The last time I moved and had to change my address, the bank employee used two systems, asked three or four of her co-workers for help, and took about 15 minutes to do it because the information from one system did not transfer right away to the other system. It goes without saying that this was not

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Insurance


Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”).

Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business activities. Most insurance companies offer similar products, which makes competition quite fierce. Here are some of the characteristics of the insurance sector:

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CRM: Big is Not Always the Best


Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

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Onyx-Delivering Excellence in Insurance


Customer process management (CPM)—the convergence of customer relationship management (CRM) and business process management (BPM)—can deliver significant gains in efficiency and standardization for insurance companies. Whether it’s providing real-time quotations for insurance policies, identifying cross-selling and renewal opportunities, or managing claims, CPM extends across the enterprise to ensure that each customer interaction becomes an opportunity for service excellence.

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Commsoft Technologies Fidelio (v.6) for ERP for Distribution Certification Report


The Commsoft Technologies product Fidelio is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution 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.

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Oracle JD Edwards EnterpriseOne 9.0 for ERP for Process Manufacturing Certification Report


Oracle JD Edwards EnterpriseOne 9.0 is now TEC Certified for online evaluation of process manufacturing solutions in the enterprise resource planning (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.

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Strong Showing for Infor SyteLine v.9 for ERP for Engineer-to-order Manufacturing [Infographic]


See how Infor SyteLine v.9 measures up in this infographic of a benchmark analysis against other leading ERP solutions for engineer-to-order (ETO) manufacturing.

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IFS Uses Azure for Global Cloud, Oracle for IFS-in-a-Box


News from the recent Oracle Open World 2014 mega conference is that IFS is selling the IFS Applications suite in two new ways: in a box and in the cloud. IFS partners with Oracle for IFS-in-a-Box and Azure for IFS on Azure.

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Winning the War for Finance Talent: Game Plan for the Digital Age


Big data is changing finance at every level. To be competitive, businesses must harness finance talent armed with skills beyond pure accounting. Consensus building, collaboration, communication, flexibility and other soft skills are also required. This infographic looks at six ways to modernize your finance department.

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Epicor for Service Enterprises: ERP for Services (Non-manufacturing) Competitor Analysis Report


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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