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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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 customer relationship management banking


Customer Relationship Management: Evolution, Not Revolution
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause a host of problems, from

customer relationship management banking  Revolution Choosing a new customer relationship management (CRM) solution can be onerous for anyone saddled with this task. But the process of choosing a solution doesn't have to be time-consuming and tedious. Nor should it cause major upheaval in an enterprise's operations, creating significant inconvenience for users. The last thing any manager wants is apathy—or even mutiny—from disgruntled employees “forced” to use an application that doesn't suit their needs or that is too complex to be

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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.

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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 » customer relationship management banking

Market Leaders of Global Trade Management


The strategic imperative to streamline the entire lifecycle of global trade has prompted JPMorgan and TradeBeam to acquire complementary companies. Logistics service providers also recognize that many customers want trade services, and are stepping up to the challenge.

customer relationship management banking  by not only meeting customer and regulatory requirements, but also by continually working to improve performance. The certification process includes a rigorous review of business processes, documents, work practices, data, and records by an independent third-party auditor. Thus, such certification indicates that these sites have an exemplary quality management system in place. In addition to participating in such reviews, Vastera employees were interviewed and on-site observations were held at its Mexico Read More

A Customer Relationship Management Solution Aims To Cover all the Bases


Surado Solutions aims to provide a complete customer relationship management suite. We'll analyze Surado CRM 5.0 from the perspectives of core functionality, its distinguishing factors, and the challenges users may face when considering the Surado solution.

customer relationship management banking  Customer Relationship Management Solution Aims To Cover all the Bases Company Information Surado Solutions Inc ., founded in 1995, is a privately held company based in Riverside, California (US), and offers a suite of customer relationship management (CRM) solutions. Surado aims to provide a complete CRM suite, rather than a modularized solution targeted towards departmental delivery. Its goal is to build full-featured, integrated, and multifaceted systems, as well as out-of-the-box solutions. The vendor Read More

E-mail Response Management


E-mail inquiries for the customer service sector are expected to explode from 2.9 billion messages in 2005, to 7.2 billion by 2010. This means that a company’s online relationship with customers will be increasingly critical to customer satisfaction and retention. That’s why managers need new tools to manage their corporate e-mail assets and better service the e-mail customer.

customer relationship management banking  the benefit. For example, Customer Relationship Management is a term often used, based on the premise that the organization is in the business of acquiring customers, maximizing their value, servicing their needs, and retaining them and that all processes work to support that effort. Managers understand that well enough, but struggle with the complexity of traditional CRM solutions that take major commitment and cultural changes within the organization to implement. In addition, CRM software was a tool Read More

Merging Global Trade Management with Global Finance


With the acquisition of Vastera, JPMorgan Chase may be the first global financial institution to offer a complete integrated cash, trade and logistics solution across the physical and financial supply chains in a way that would maximize benefits to its clients.

customer relationship management banking  Vastera gained a long-term customer and the chance to replicate its BSP model and extend its knowledge beyond Ford to other Vastera customers. Additionally, Ford has lent its stability to Vastera and allowed it to build a deep database of automotive and truck industry parts, HTS classifications and duties, and to gain country-specific knowledge where Ford has supplier relationships. GTM Background Most supply chain management (SCM), not to mention enterprise resource planning (ERP) vendors typically lack Read More

Warehouse Management Systems: Pie in the Sky or Floating Bakery?Part Two: The Pareto Principle, Processes, and People: Assessing Your Warehouse Management System Needs


To ensure your warehouse management system is implemented as painlessly as possible, you must assess your warehouse situation before you decide on a warehouse solution. Using the Pareto Principle, where a minority of inputs yields the majority results; examining your processes; evaluating your personnel; monitoring the progress of implementation; and testing are the best ways to ensure both a successful launch and long term return on investment.

customer relationship management banking  does it include the customer service personnel who process the order over the phone. Perform this process with every function in your building, and especially in your warehouse. Now benchmark your findings with other company's in your industry. Should your pickers be picking 75 orders per hour and should they be making $17.00 per hour? Or, are your pickers the highest paid and the fastest in the industry? Do you currently have too many people in your warehouse to process the amount of transactions you Read More

Asset Management


Enterprise asset management (EAM) and computerized maintenance management systems (CMMS) enable the planning, controlling, and monitoring of physical asset events and maintenance tasks as they pertain to plants, equipment, and facilities. EAM/CMMS systems span all phases of the asset life cycle across all services, including investment planning, specification, design, operations and maintenance, and disposal. EAM/CMMS systems help managers better allocate equipment and resources, and ensure that proper and timely maintenance is carried out.

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Oracle Enterprise Asset Management


Oracle Enterprise Asset Management (EAM) optimizes availability and utilization of assets. Oracle's products help companies manage inventory, equipment, and skilled personnel as well as match these resources to asset maintenance demands.

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Revamping Data Management: Big Data Proves Catalyst to Updating Data Management Strategies


Data management plays a key role in helping organizations make strategic sense of their data and how to best use it. Organizations with data management maturity have ushered in clear data goals, but many obstacles persist. This white paper reports survey results that help to establish a clear picture of how organizations are capitalizing on data management today, as well as what challenges and opportunities remain.

customer relationship management banking  data management, data management strategy, managing complex data sources, big data, data management adoption, big data management Read More

Why Invest in Talent Management? Five High-ROI Business Drivers for Implementing a Talent Management Program


Clearly, with skilled workers retiring and the pace of change accelerating, recruitment alone can’t supply the smart leaders, strong managers, high performers, and ever-changing skills sets necessary for success. That’s why organizations can see solid return on investment (ROI) by balancing recruitment with an investment not just in training, but in comprehensive talent management. Download this white paper to read more.

customer relationship management banking  talent management, talent management strategy, talent management ROI Read More
Polymita Technologies

Case Study: More Efficient Hospital Management Systems with Content Management Tools


Hospital de la Santa Creu i Sant Pau I is the oldest hospital in Spain, with over 34,000 admissions each year and 150,000 emergencies. In 1999, the hospital began to implement an intranet to provide information to employees, with an update in 2003 to provide visibility of corporate information. Learn how the company is integrating a content management system with portal tools to integrate processes and improve efficiency.

customer relationship management banking   Read More

Voice of Customer: Using Customer Actions That Speak


Traditional voice of customer (VoC) analytics for understanding and predicting customer behavior relies on two types of data sources—structured (customer feedback surveys, focus groups, etc.) and unstructured (blogs, forums, etc.). Data is then organized for use by diverse teams across an organization. Read about how companies can use data captured from customer actions or on-board diagnostic (OBD) systems for VoC analytics.

customer relationship management banking  of Customer: Using Customer Actions That Speak Traditional voice of customer (VoC) analytics for understanding and predicting customer behavior relies on two types of data sources—structured (customer feedback surveys, focus groups, etc.) and unstructured (blogs, forums, etc.). Data is then organized for use by diverse teams across an organization. Read about how companies can use data captured from customer actions or on-board diagnostic (OBD) systems for VoC analytics. Read More

Systems Management Buyer's Guide


Enterprises of all sizes struggle to find and deploy effective systems management solutions. In the solution evaluation process, they need to weigh feature/function criteria along with less tangible characteristics in order to make an appropriately calibrated decision. Download this guide from Dell KACE for a comprehensive feature/function checklist, as well as additional considerations for evaluating systems management solutions.

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The New Frontier for Personalized Customer Experience—IBM Predictive Customer Intelligence


This paper introduces the IBM Predictive Customer Intelligence solution, which gathers relevant customer information from internal and external sources and uses advanced analytics and scoring to recommend the right offer or action before or during an interaction.

customer relationship management banking  New Frontier for Personalized Customer Experience—IBM Predictive Customer Intelligence This paper introduces the IBM Predictive Customer Intelligence solution, which gathers relevant customer information from internal and external sources and uses advanced analytics and scoring to recommend the right offer or action before or during an interaction. Read More

Oracle Project Portfolio Management Cloud


Oracle Project Portfolio Management Cloud offers an integrated project management suite that is designed to automate, streamline, and control project management processes end-to-end without expensive hardware and system management overhead costs. Read up on the product’s key features and the benefits your organization can achieve from this cloud solution.

customer relationship management banking  Oracle Project Portfolio Management Cloud, Oracle Cloud, project portfolio management, PPM, project-centric organization, project management, project financial management, project resource management, project execution management, project decision making Read More