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Software Functionality Revealed in Detail
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 health insurance crm


(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

health insurance crm  manufacturing, distribution, financial services, health care, high tech, and local government, according to its press releases. The company has over 600 employees, and is headquartered in Indianapolis, Indiana (US), with over 40 locations across the Americas, Europe, Asia, and the Middle East. Two private equity groups, Battery Ventures and Thoma Bravo , jointly own Consona, whose primary assets at this stage are Onyx Software Corporation (recently rebranded as the Consona Enterprise CRM product line) a

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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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Documents related to » health insurance crm

Microsoft Dynamics CRM: Much More Than Meets the Eye - Part 2


Part 1 of this blog series discussed the current upbeat state of affairs of Microsoft Dynamics CRM, as one of the three best-performing products within the entire Microsoft Corporation of late. In a nutshell, during 2009 the product grew significantly and surpassed its one millionth user. Microsoft’s customer relationship management (CRM) offering has become attractive to

health insurance crm  (as its name suggests) health coverage for cats and dogs . Objects in the xRM application represent not just policy-holders (i.e., owners as traditional customers) but also quotes, policies, and the pets themselves. The final part of this series will conclude by analyzing the product’s competitive landscape. In the meantime, your views and comments are welcome as usual. If you are existing users of Microsoft Dynamics CRM (including its xRM derivatives), what have been your experiences with the product Read More

Annoyed by ERP? You’re Not Alone.


Buzzwords are annoying. High-pressure sales pitches are annoying. Your competitors are sort of annoying. And ERP? Really annoying. That’s the perspective of Tyler and Bracken King, two brothers who develop and market an online customer manager tool called Less Annoying Software. I stumbled across their software thanks to an excellent blog post recently posted by Tyler: 6 reasons

health insurance crm  company worked closely with health insurance agents, and I was surprised by how many of them tracked customer information using an Excel spreadsheet. These people were so overwhelmed by most business software that they ended up not using anything at all. That company (the one that works with health insurance agents) was led by Paul Zane Pilzer, a successful economist and entrepreneur. One of the most valuable lessons he taught me was that rather than fight over a piece of an existing market, new Read More

Enterprise Application Solutions


Sonata has executed numerous projects for US and other international clients in areas ranging from co-product development and web-enabling solutions to re-engineering/platform migration to application maintenance. Sonata's key competencies are in the financial services, insurance, health care, and logistics sectors. Apart from the valuable person-years of experience gained, execution of these projects has reinforced the viability of Sonata’s offshore software development model. As a service provider, Sonata's solution portfolio ranges from the business/technology requirements of e-business to the application management in the legacy environment. The range of services include its e-solutions, enterprise application solutions (ERP, CRM, SCM), enterprise application integration, legacy management, business intelligence and reporting solutions, and QA lab. Sonata offers its services, experience, and expertise to fulfill software product development companies' needs for outsourcing product development.  

health insurance crm  the financial services, insurance, health care, and logistics sectors. Apart from the valuable person-years of experience gained, execution of these projects has reinforced the viability of Sonata’s offshore software development model. As a service provider, Sonata's solution portfolio ranges from the business/technology requirements of e-business to the application management in the legacy environment. The range of services include its e-solutions, enterprise application solutions (ERP, CRM, SCM), Read More

How Can Business Intelligence Benefit Small to Medium Businesses?


Research shows that the number one software solution that small to medium businesses plan to purchase in the coming year is business intelligence (BI). Download TEC’s latest podcast to find out why BI is so hot right now.

health insurance crm  One is from a health care provider, another one from an insurance vendor. The health care provider, so that we can share the details with you, is a company that acquired 200 additional locations—everything from small hospitals to outpatient branches there. Their biggest challenge was to aggregate all the patient data and history so that if a patient comes in, the doctor has all the information about the patient's conditions, previous medications, [and] reactions to [them]. One of the things that they Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

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CRM Buyer's Guide


If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

health insurance crm  crm buyer guide,crm,buyer,guide,buyer guide,crm guide,crm buyer. Read More

CRM without Compromise: A Strategy for Profitable Growth


When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at the bigger picture from a customer perspective. But organizations that can build a business-centric system flexible enough to quickly respond to changing customer needs will have a sustainable competitive advantage and enjoy profitable growth for years to come.

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Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

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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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8 Essential CRM Best Practices-an Executive Guide


In this informative white paper, 8 essential CRM best practicesan executive guide, you'll discover the eight key elements of highly successful CRM ...

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5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

health insurance crm  facility management within the health care, financial, manufacturing and state tourism industries. Buchanan attended DeVry Institute of Technology and majored in computer science with a minor in business administration. Appendix V: Total Cost of Ownership Comparison 5 Year Year Total Cost of Ownership Projection for Premise-base Solution Source: Sheryl Kingstone, Yankee Group IDT CRM Conference Materials Assumptions: 30 Users - Sales; Marketing and Customer Support CRM Implementation HOSTED Cost Category Read More

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


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

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Selling Smarter with CRM


CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper examines several such tools and how they can be effectively used with multiple business models and businesses of any size.

health insurance crm  CRM, CRM software, CRM system, CRM application, customer relationship management, sales cycle, social CRM Read More