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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 maturity model insurance


Has KANA Gotten Its Mojo Back? - Part 2
Part 1 of this blog series presented the opportunity of service economy and associated complexity of providing consistently an experience of customer service

crm maturity model insurance  WorkSpace, InQuira, Amdocs, Consona CRM , etc. We win because of our strong focus and successful track record in customer service and unique SEM platform. We lose to other vendors if customer service is not very strategic to the prospect, i.e., basically they treat it only as a cost center. PJ : What is the breadwinning product and door opener for KANA? What else is selling well? VN : Traditionally, KANA has been a leader in email management systems and KM systems.  KANA’s new SEM platform brings

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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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AuraPortal: A BPM Vendor Worth Checking Out


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crm maturity model insurance  Early to Market with CRM and SCM Processes Given the broad scope and diversity of its modules, AuraPortal BPMS can address the following departmental processes in any enterprise: Business Administration: Budget, purchase management, internal policies, etc. CRM: Marketing campaigns, opportunities follow-up, call center, post-sales management, etc. SCM: Order management, delivery management, complaints management, etc. Financial Management: Cost and budget management, consolidation, risk analysis, etc. Read More

Reporting Value of IT Services with Balanced Scorecards


A balanced scorecard is a measurement system for management that provides real insight into the status of a business or some part of it. Developed by Kaplan and Norton in the early 1990s, balanced scorecards provide a control system that helps ensure the right balance between different, and often times conflicting, perspectives. For example, an insurance company may increase profitability by offering incentives to claims assessors for taking a tough stance on payout, but will soon find dissatisfaction among its clients that may lead to lost business. Scorecards help ensure this balance and are an improvement over more traditional single dimension approaches that tend to be based purely on expense management and business growth.

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Business Intelligence


The ability to extract and present information meaningfully is vital for business management. Indeed, business intelligence tools enable companies to make better decisions, by providing the right information to the right people at the right time. Moreover, employees increasingly suffer from information overload, and require solutions that make informed decisions a more natural part of the everyday work experience.

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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?

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Enabling Growth through Business Model Innovation


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CRM Without Compromise: A Strategy for Profitable Growth


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Get Your Sales Team Going with Mobile CRM


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CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

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New Market for Security Insurance


Some insurance companies are now offering policies which protect companies against system, network, and website security losses. What do these policies offer corporations that they don't get in their standard General Liability Insurance Policy coverage?

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Selling Smarter with CRM


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crm maturity model insurance  Smarter with CRM CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper Read More

Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+


I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com.

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Aptean Pivotal CRM Certification Report


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CRM Solutions Buyer's Guide


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crm maturity model insurance  Solutions Buyer's Guide CRM solutions provide organizations with important customer information and tools, and are particularly useful in enforcing levels of quality and specific procedures in a uniform manner. This white paper gives an overview of important things to consider when selecting a CRM solution, including summaries of on-premise and hosted solutions, a comparison of CRM types and solutions by company size, and different CRM solution features. Read More