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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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 flowchart of cloud based crm in banking


Leadership When It Really Matters: A Closer Look at Investing in PLM Technology to Profit in a Down Economy
Loss of strategic vision and leadership can pose a greater threat to organizations than dramatic economic downturn. Companies that invest in technology wisely

flowchart of cloud based crm in banking  When It Really Matters: A Closer Look at Investing in PLM Technology to Profit in a Down Economy Loss of strategic vision and leadership can pose a greater threat to organizations than dramatic economic downturn. Companies that invest in technology wisely will gain a competitive advantage and even prosper during hard times. Achieving financial results hinges on finding a product lifecycle management (PLM) solution that delivers business benefits not only in the short-term but also long into the f

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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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