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 leads


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 leads  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

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 leads

TEC Industry Watch: Enterprise Software News for the Week of July 9, 2012


SOFTWARE SELECTIONSInternational distributor of high-tech metals and alloys selects Epicor ERPIndustry tags: Manufacturing, Wholesale and Retail Trade, Warehousing "The relatively small but geographically extensive company Datum Alloys made its choice based on a few underlying premises: a need for multicurrency operations in conjunction with local accounting standards, high-quality analytical

crm for insurance leads   Read More

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 leads   Read More

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. Surado positions itself high in many functional areas, against many mid-market software vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, and Commence Corporation.

crm for insurance leads   Read More

Rich Internet Applications (RIA): Opportunities and Challenges for Enterprises


Rich Internet applications (RIAs) represent the next wave in the evolution of web applications, as they promise the richness, interactivity, and usability lacking in many of today’s web applications. However, as with any technological innovation, with the new opportunities come new challenges to be negotiated. What are the business benefits of adopting RIA, and what are the risks?

crm for insurance leads   Read More

Time Management for HR: 5 Tips for Getting it All Done


Every time an employee calls a human resources (HR) department to check a company policy, change benefits information or obtain a form, this is time spent on administration that could be spent on strategic, goal-oriented activities.

It’s time to target and destroy the traditional HR distractions that may keep your teams from reaching their full potential. This guide outlines five practices and ways to leverage new technology. By streamlining or replacing old processes, going 100 percent paperless, and more, you can potentially save money and time as well as reducing your risk of costly compliance errors.

crm for insurance leads   Read More

Financial Forecasting: Room for Improvement for People, Process and Technology


Preparing an accurate forecast in this volatile business climate is challenging. Still, it is critical for businesses to be able to predict outcomes for the next month, quarter or year, and be able to respond quickly when the actuals vary significantly from the forecast. Forecasting may be equal parts art and science, but the most dialed-in enterprises report using a solid, collaborative process for generating accurate forecasts.

crm for insurance leads   Read More

Advanced project for Microsoft Dynamics AX: 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.

crm for insurance leads   Read More

Sage 100 Standard ERP (v. 4.5) for ERP for Services Certification Report


Sage 100 Standard ERP (formerly Sage ERP MAS 90), v. 4.5, is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for services 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 leads   Read More

Microsoft Dynamics GP 10.0 for ERP for Mixed-mode Manufacturing Certification Report


Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of enterprise resource planning (ERP) for mixed-mode 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 leads   Read More

Dynamics 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.

crm for insurance leads   Read More