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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 template


CRM for Financial and Insurance Markets RFI/RFP Template
Insurance and Investment,Marketing Automation,Sales Force Automation (SFA),CRM Analytics,Call Center and Customer Service,Professional Services

crm template  Markets software solutions. This CRM for Financial and Insurance Markets Template can help you save time, control costs, and communicate clearly with vendors at nearly every stage of your CRM for Financial and Insurance Markets software selection projects. Features and functions included in this CRM for Financial and Insurance Markets Template: Insurance and Investment Marketing Automation Sales Force Automation (SFA) CRM Analytics Call Center and Customer Service Professional Services Automation (PSA) e-

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

Evaluate Now

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Interface Software Expands Its CRM Functionality


Interface Software, a provider of relationship intelligence to professional services firms, introduces InterAction 5 with three additional modules aimed at facilitating collaborative work in both legal- and project-based environments. InterAction 5 reinforces Interface Software's customer relationship management offering in response to its customer requirements and work processes. Interface Software targets particularly accountants, financial services, law firms, and management consultants.

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The Changing Face of CRM


The recent economic slowdown has illustrated how interwoven our global economies really are. The demands to increase enterprise performance has accelerated. Whether it’s to find new opportunities to increase or maintain market share, or to generate new revenue opportunities, each of these areas represent additional challenges in fulfilling customer expectations and demands. A greater

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Version 12 of Maximizer CRM


Maximizer Software has launched a new version of its customer relationship management (CRM) solution, now offering various deployment options: on premises, public cloud, and private cloud. New additions ensure better usability, increased business productivity, improved mobile accessibility, and extended integration capabilities. To the recently announced Maximizer CRM: HubSpot

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Customer Relationship Management (CRM) RFI/RFP Template


Sales Force Automation, Marketing Automation, Customer Service and Support, Analytics and Reporting, and Technical Functionality

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The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

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Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

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Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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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CRM, ERP, BI, and IT Investment-Where Do You Find the Business Benefit?


Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market insight. But few companies realize these goals, often because of the way CRM is implemented. Find out where a CRM implementation can get off track—and how to ensure CRM success.

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Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)


Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The

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CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

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