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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 related to insurance


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 related to insurance  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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(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 Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

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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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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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Ask the Experts: Approaches to Data Mining ERP


From one of our readers comes this question: I am a student of IT Management; I have an ERP course and I am supposed to write an article to review new aspects of ERP systems. I’ve decided to explore the reasons for using data mining techniques in ERP systems—and to look at different modules to which these techniques have been applied. I am going to prepare a framework to determine

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Keys to Success for Industrial Equipment Suppliers to Meet Today’s Top Three Issues


Although the industrial equipment market has been growing, based on strong customer demand, companies cannot rest on their laurels. Manufacturers and distributors must keep adding value to maintain existing contracts and win new business. They must be efficient enough to meet new demands while maintaining margins. Discover solutions that can help total industrial solution suppliers stay profitable during this expansion.

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Product Developers Need to Shift to an All-Digital Mindset


Over the past several decades, processes to design and build cars, airplanes, and other products have typically followed a linear, sequential path. But the inefficient flow of information has frequently led to delays in product delivery. To remedy the situation, product development groups are shifting to a more holistic digital mindset using digital business models, processes, and tools. By embracing digital like never before, product developers can become fully integrated digital businesses and, therefore, well positioned to be more competitive.

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From Local to Hosted: The Story of One Company’s Migration to On-demand ERP


Here’s the inside story on how an international manufacturer using a traditional, local enterprise resource planning (ERP) solution shifted gears to end up with an on-demand, remotely hosted ERP system. It wasn’t the change the company originally intended, but the benefits proved too overwhelming to resist.

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Three Simple Steps to Rev Up Your “Stay at Work/Return to Work” Program


For most midsize and large companies, a “stay at work/return to work” (SAW/RTW) program has become a necessity. The impact of unscheduled absence within business operations can be severe, resulting in disrupted workflow and reduced productivity or output. Implementing a SAW/RWT program to properly manage absence and disability can address these and other issues, significantly reducing costs. Learn more about the benefits.

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Ariba to Leave Integration to Specialists


E-purchasing vendor Ariba chooses Tibco Software to integrate back-end programs.

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TechSoup Global to Bring NetSuite Cloud Software to Nonprofits


NetSuite partners with TechSoup Global to bring NetSuite’s suite of cloud business management applications to non-governmental organizations (NGOs) worldwide.

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