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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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 application of crm in financial services industry


Enterprise Financial Application Software: How Some of the Big ERP Vendors Stack Up
Contrary to what vendors may contend, not all of them are able to supply a cost effective solution that satisfies the critical requirements of an organization

application of crm in financial services industry  Financial Application Software: How Some of the Big ERP Vendors Stack Up Enterprise Financial Application Software: How Some of the Big ERP Vendors Stack Up S. McVey - December 25, 2001 Overview The subject of this case study is a large series and single-title book publisher that needed to replace a decade-old, highly customized financials system. Though accounting personnel had grown adept at using the existing system, it was clearly unable to keep pace with the client's evolving business model

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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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8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


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Challenges of the Future: The Rebirth of Small Independent Retail in America


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Why Price Shouldn't Be the Final Factor When Investing in Manufacturing ERP Software: The Hidden Expenses Often Found in Low-cost ERP Systems


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