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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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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.
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 customer relationship management process tools in banking insurance pdf

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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Sales Force Automation Buyer’s Guide


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ERP Systems Buyer’s Guide


The implementation of an enterprise resource planning (ERP) system to automate business processes is a strategic investment. Buying the right system and choosing the best vendor for you are critical to a successful ERP implementation. As a decision maker, you need to quickly identify your ERP requirements, effectively communicate these needs to vendors, and successfully compare various product alternatives. Learn how.

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Asset Management


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Incentive and Compensation Management


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Systems Monitoring and Management: Vendor Evaluation Checklist


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New Market for Security Insurance


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Top Supply Chain Management Software Compared


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customer relationship management process tools in banking insurance pdf  For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 514-954-3665, ext.367. Read More

Leadership When It Really Matters: A Closer Look at Investing in PLM Technology to Profit in a Down Economy


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Campus Management


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IBM OpenPages Policy and Compliance Management


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Fatal Flaws in ERP Software Create Opportunity for Niche Software in CPG Companies


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Social Customer Suite


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Future Trends in Wholesale Distribution—Part 2: Outside-In Omnichannel Fulfillment


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