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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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 attendees oracle insurance crm


Holistic Omni-Channel Customer Experience Spotlighted at KANA Connect
I couldn’t make it to the KANA Connect 2013 conference this September, but the marvels of modern technology allowed me to follow the event in real time through

attendees oracle insurance crm  study stories with other attendees (600 in total this year). KANA Refresher Based in Silicon Valley, California, with offices worldwide, KANA Software knows full well that a good (or bad) customer experience can be just a click, a phone call, or an email away, and  that every interaction through any channel through which a customer communicates with a company can positively affect or damage the company’s brand. The vendor's on-premise and cloud CX software suites are used by call centers 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 » attendees oracle insurance crm

State of the Market: HR


More than ever, executives are looking to transform human resources (HR) from a seemingly low-priority function into a strategic part of the business. This state of the market report from TEC discusses the challenges that small to medium businesses (SMBs) face when recruiting, hiring, and managing staff. It also features information about the latest human resources information system (HRIS) offerings for the SMB market.

attendees oracle insurance crm  share ideas with other attendees. 'It was interesting to hear people's perspectives on processes, future plans, user interfaces, and what their applicants and recruiters were looking for. At the forum, we also developed a better understanding of the Lawson Talent Management Suite we were testing as a Charter Implementation Customer,' says Brenda Hancock, HRIS Manager for Commerce. The Lawson-Commerce alliance facilitated in-depth discussion regarding how Lawson could continue to create products that meet Read More

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

attendees oracle insurance crm  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 protagonist of the Read More

Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

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CRM for Manufacturing vs. Regular CRM


A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with

attendees oracle insurance crm  for Manufacturing vs. Regular CRM A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with more information on these products. Why do Manufacturing Companies Need a Read More

Oracle RightNow


Oracle RightNow Feedback Cloud Service is a feedback management software solution that “listens” to the voice of the customer as it becomes available on the Web, across social media, and in contact centers. The solution employs targeted feedback capture methodologies, a functionality that engages clients post-service. In addition, it allows for personalized messaging, audience targeting and segmentation, and emotion detection. The reports and dashboards represent customer feedback graphically. Oracle RightNow Feedback Cloud Service also offers a polling widget.

attendees oracle insurance crm  RightNow Oracle RightNow Feedback Cloud Service is a feedback management software solution that “listens” to the voice of the customer as it becomes available on the Web, across social media, and in contact centers. The solution employs targeted feedback capture methodologies, a functionality that engages clients post-service. In addition, it allows for personalized messaging, audience targeting and segmentation, and emotion detection. The reports and dashboards represent customer feedback Read More

The Case for a New CRM Solution


CRM software has gone well beyond being a "good to have" capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution.

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Oracle Delivers New Oracle Retail Allocation Release


Retail is indisputably one of Oracle’s major industries of focus where the giant has made significant investments, both in terms of acquisitions and in-house development. Oracle’s strategy is to provide retailers with a complete, open, and integrated suite of business applications, server, and storage solutions that are engineered to work together to optimize every aspect of their business. All of

attendees oracle insurance crm  Delivers New Oracle Retail Allocation Release Retail is indisputably one of Oracle ’s major industries of focus where the giant has made significant investments, both in terms of acquisitions and in-house development. Oracle’s strategy is to provide retailers with a complete, open, and integrated suite of business applications, server, and storage solutions that are engineered to work together to optimize every aspect of their business. All of the top 20 retailers worldwide—including fashion, Read More

The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

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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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CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

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Why CRM Software is a Smart Investment in a down Economy


Find out more about why CRM is such a smart and timely investment for your small or midsized business in the white paper, crm: a business imperativ...

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Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+


I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com.

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Oncontact CRM


Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits.  

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Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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