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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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 insurance crm solution


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

insurance crm solution  for Financial and Insurance Markets RFI/RFP Template The CRM for Financial and Insurance Markets RFI/RFP Template lists and describes 1839 features and functions found in CRM for Financial and Insurance 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

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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  

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Aptean Announces Saratoga CRM 6.8.1


Aptean has launched Saratoga 6.8.1, a new version of its customer relationship management (CRM) solution. Saratoga CRM is a Web-based software solution known for its capabilities to support global organizations in the chemicals, consumer products, energy, insurance, and selected manufacturing industries. The solution addresses the needs of both internal customer facing teams (sales,

insurance crm solution  chemicals, consumer products, energy, insurance, and selected manufacturing industries. The solution addresses the needs of both internal customer facing teams (sales, marketing, and customer support) and external partners and customers. On top of the out-of- the-box functionality, the solution can be customized to accommodate company-tailored business rules and processes through one of its components, Business Application Studio. New features are aimed at improving the user interface, enhancing the Read More

Continuous Data Quality Management: The Cornerstone of Zero-Latency Business Analytics Part 2: One Solution


Most enterprises fight fires with axes, fire hoses, trucks, and hordes of firemen, but the CDQM approach is a smoke detector. It’s far less expensive to put a fire out when it’s just smoldering, rather than to extinguish a blazing house fire and then remodel the entire house.

insurance crm solution  off, providing a real-time insurance policy against poor quality data in CRM, ERP, Business Intelligence, and Supply Chain Management applications across the enterprise. Read More

Confronting International Regulatory Compliance: Web-based GTM Solution


TradeBeam offers a hosted GTM solution. Its ongoing acquisitions will eventually create an end-to-end solution linking physical and financial supply chains enabling companies to manage and execute global trade activities from a single software platform.

insurance crm solution  goods, and obtains credit insurance Finance . Applies and manages LC, manages documents collection, manages open account, requests financing pre- and post-shipment, checks compliance, assesses SCM risk, and arranges foreign exchange Ship . Requests booking, books shipment, creates ship notification, creates shipping documents, manages shipping notification, manages shipping guarantee, tracks shipments, manages events, assesses SCM risk, manages customs, clears customs, receives goods, and manages returns Read More

Impressive Enterprise Resource Planning Solution Gets A Little Help From Its Friends


Despite impressive product depth and breadth (for instance, customer relationship management [CRM], workflow, traceability, and quality management are provided natively), Strategic Systems International (SSI) has longstanding partnerships with several best-of-breed specialists.

insurance crm solution  level for just-in-case or insurance items. The calculated inventory model allows the user to determine the impact of alternative policies, prior to implementing changes. Optimus highlights the trade-off between the cost of carrying stock and the cost of stockouts, which allows the user to exercise what-if scenarios with different policy settings. When the optimum policy has been modeled and set, the product flags any sub-optimal transactions, by alerting the user through a management cockpit, which Read More

NetSuite CRM+: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

insurance crm solution  CRM+: Customer Relationship Management (CRM) Competitor Analysis Report This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important t Read More

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.

insurance crm solution  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 Read More

Why a Call-centric CRM?


Traditional CRM systems have evolved to be used by the entire company (sales, marketing, customer service, accounting, and management), but in doing so they have lost their focus on the primary user--sales. As such, salespeople get stuck with a CRM system that does not increase sales activity, but instead, bogs them down and decreases activity, which subsequently decreases sales. Download this report to learn the criteria that should dominate the decision as to which CRM should be used. This report is for sales people, sales managers, VPs, IT, customer service and general management (CEO, CTO, CFO). It should be required reading for anyone that is part of the CRM selection team.

insurance crm solution  a Call-centric CRM? Traditional CRM systems have evolved to be used by the entire company (sales, marketing, customer service, accounting, and management), but in doing so they have lost their focus on the primary user--sales. As such, salespeople get stuck with a CRM system that does not increase sales activity, but instead, bogs them down and decreases activity, which subsequently decreases sales. Download this report to learn the criteria that should dominate the decision as to which CRM should be Read More

Aras Innovator PLM Software Solution Suite


Aras Innovator is a PLM software solution suite with functionality for the following processes: bill of materials (BOM); engineering change workflows; document management; computer-aided design (CAD)/electronic design automation (EDA) integration; product costing; new product development and introduction (NPDI); stage-gate/phase-gate dashboards; project management; quality compliance; advanced product quality planning (APQP)/production part approval process (PPAP); failure mode and effects analysis (FMEA); design for Six Sigma (DFSS); restriction of hazardous substances (RoHS); and more.The Aras enterprise open source download includes the software solution with access for unlimited users with no PLM license costs. Aras also sells optional enterprise subscription packages, consulting and training.

insurance crm solution  supply chain sourcing,comprehensive product lifecycle management solution,innovator application suite,innovator's internet architecture,robust security model,xml/soap,xml soap,web services architecture,sourcing best practices,innovator technologies,innovator strategy Read More

Besieged By The CRM Throne Aspirants, King Siebel Delivers "The Magic No.7" Part 2: Market Impact


Will the long awaited Siebel 7 product release help the until recently undisputed CRM leader withstand the pressure from ERP giants – SAP, Oracle and PeopleSoft?

insurance crm solution  Besieged By The CRM Throne Aspirants, King Siebel Delivers The Magic No.7 Part 2: Market Impact Besieged By The CRM Throne Aspirants, King Siebel Delivers The Magic No.7 Part 2: Market Impact P.J. Jakovljevic - December 28, 2001 Event Summary With the release of the following statement Siebel Systems, Inc. launched Siebel 7. On November 26, Siebel Systems, Inc. , the leading provider of customer-centric eBusiness applications software, shipped Siebel 7, the seventh major release of Siebel Read More

eCLIPse, Encryption Security Solution


eCLIPse Enterprise Security Solution is an encryption software security solution for any business that requires frequent exchange of secure encrypted data. eCLIPse provides safe transfer of confidential data to and from authorized external resources and prevents unauthorized viewing. Security is managed by smart-card technology (smart-card chip fitted into a USB token). Using simple and physically secure USB tokens, eCLIPse functions at the National Institute of Standards (NIST) "FIPS 140-2 Level 3."

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CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born


Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond. Fast forward to 2001. CRM has gotten fat, and the fatter it gets, it becomes more difficult to understand, more expensive to buy, more difficult to implement, and less likely to satisfy - either buyers of the software or their customers. Keep your eye on the ball: your customers, and your business.

insurance crm solution  is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born R. Garland - August 27, 2001 A Brief (!) History of CRM  In the early 90's, paralleling the publication of Hammer and Champy's Reengineering the Corporation , there were three Northern California companies that each had similar visions of incorporating BPR (Business Process Reengineering) concepts into Front Office Read More

APOS Location Intelligence Solution


The APOS Location Intelligence Solution joins business intelligence (BI) to geospatial intelligence. It lets information consumers see information in its geospatial context, helping them comprehend and communicate more effectively, and helping them reach informed decisions more quickly. Location intelligence creates greater "speed to insight," and thus greater competitive advantage.  

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Westwood Insurance Chooses MAS 500 for Integration Capabilities


For ten years, California (US)-based Westwood Insurance used an off-site bureau for all accounting, financial, and insurance data management. In 1996, the rapidly growing division of the century-old company decided to bring its systems in-house in order to improve productivity and cost effectiveness. After an evaluation of three accounting systems, the company turned to MAS 500.

insurance crm solution  Insurance Chooses MAS 500 for Integration Capabilities For ten years, California (US)-based Westwood Insurance used an off-site bureau for all accounting, financial, and insurance data management. In 1996, the rapidly growing division of the century-old company decided to bring its systems in-house in order to improve productivity and cost effectiveness. After an evaluation of three accounting systems, the company turned to MAS 500. Read More