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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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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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 insurance erp 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

insurance erp crm  focus on financial services, insurance, banking, credit unions, telecommunications, and any organization with a strong emphasis on service and support, and the help desk. Consona CRM customers have thus far primarily been interested in a CRM solution that adapts to their business, infrastructure, market changes, and evolving customer requirements. Their IT department is typically substantial and involved, and the Microsoft platform is the preference in the enterprise. The aggressive merger and

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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 » insurance erp crm

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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PeopleSoft Completes Acquisition of Vantive; Vantive CRM Applications Integrate with PeopleSoft and Other ERP Systems


On January 3, 2000 PeopleSoft Inc. announced it had completed its acquisition of The Vantive Corporation, the world's second-largest independent supplier of customer relationship management (CRM) solutions. The transaction was completed December 31, 1999 with the issuance of approximately 28 million shares of common stock and options to purchase common stock, and is anticipated to be accounted for as a pooling-of-interests. The acquisition of Vantive makes PeopleSoft the only enterprise software company offering a full suite of CRM products that integrate tightly with PeopleSoft and other major back-office applications.

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TEC Talks to the Compiere ERP/CRM ProjectFree and Open Source Software Business ModelsPart Three: Compiere/ComPiere


Compiere project leader, Jorg Janke, reveals to TEC the advantages and difficulties in developing an ERP solution as Open Source software. Jorg explains some of the intricacies in modeling a business around servicing mature Open Source software.

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Essential ERP - Its Functional Scope


ERP applications are designed to optimize an organization's underlying business processes - accounting/financial, manufacturing, distribution, and human resources/payroll.

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Become an ERP Sleuth: Do Your Due Diligence When Selecting a New ERP Vendor


If your company is investing time and money in a new manufacturing enterprise resource planning (ERP) system to increase competitiveness and operational efficiency, you’ll need to research ERP vendors to find the best fit for your company. This white paper offers six tips for evaluating potential ERP partners.

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2011 Trends Report: Enterprise Resource Planning (ERP)


Enterprise resource planning (ERP) automates many aspects of an organization’s operations, cascading across traditional boundaries of operations, finance, manufacturing, and more. As such, changes in the ERP market can cause a ripple effect in an organization’s business. In this report, five Focus experts share eight of their 2011 predictions for ERP, so you can plan your business around these changing tides and trends.

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ERP Discrete Vs ERP Process


To compare process ERP solutions head-to-head based on your organization's needs and characteristics , visit TEC's process ERP evaluation center.

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Sage 500 ERP for Process Manufacturing ERP Certification Report


Sage 500 ERP (formerly Sage ERP MAS 500) is TEC Certified for online evaluation of process manufacturing enterprise resource planning (ERP) solutions in the Process Manufacturing ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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Enterprise 21


TGI's Enterprise 21 ERP software offers a fully integrated software solution for wholesale distributors. Enterprise 21 ERP includes available-to-promise and capable-to-promise alerts and processes during order entry, which can help improve order line item fill rates, and reduce on-hand inventory carrying costs. In addition, Enterprise 21 includes fully integrated warehouse management (WM) functionality that completely enables radio-frequency (RF) and bar-code processes. Wholesale distributors can also leverage Enterprise 21 for procurement, inventory control, transportation management, financial management, pricing and promotions management (PPM), quality control, attributed inventory, quoting and conversion to orders, kitting and assembly, light manufacturing, landed costing, and customer relationship management (CRM).

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Microsoft Dynamics GP 10.0 for ERP for Process Manufacturing Certification Report


Microsoft Dynamics GP 10.0 is now TEC Certified for online evaluation of enterprise resource planning (ERP) for process manufacturing solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

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