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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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 scotiamcleod crm


ScotiaMcLeod
Upgrading to CRM solution increases value of relationships for financial services firm. ScotiaMcLeod (www.scotiabank.com) is the investment arm of Scotiabank

scotiamcleod crm  for the team at ScotiaMcLeod to migrate from Maximizer to Maximizer Enterprise 8. The user-friendly interface is similar in both versions so they didn't have to learn a whole new system. Plus, they were able to transfer all of their critical data into Maximizer Enterprise 8 without having to re-type data. This saved them even more time, said Rod Milne, President, On-line CRM Solutions. The Maximizer Enterprise 8 CRM system was customized, tested and deployed within a matter of months. As the

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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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