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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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 credit insurance policy


How Can Insurance Carriers Retain and Reward True Producers?
The enterprise incentive management and sales performance management market is evolving rapidly. Callidus Software remains the vendor of choice for some of the

credit insurance policy  data such as sales credit, compensation, quota, and organizational changes, and compensation issues can be resolved quickly compared to doing so using manual-, e-mail-, and telephone-based systems. The huge volume of sales and incentive data and transactions must be integrated bidirectionally with such systems as sales order management, human resources (HR) and payroll, general ledger (G/L), accounts payable (A/P), sales force automation (SFA), and so on. In industries that rely heavily on indirect

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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 Software Evaluation Report

This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. 

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Documents related to » credit insurance policy

Critical Business Functions: Misunderstood, Underutilized, and Undervalued Part Two: Closing the Circle of Credit and A/R Management


Using credit and A/R management as a sales tool requires defining goals and measuring results. Determining the competitive landscape and using A/R management software with key features will help companies realize the full potential of credit and A/R management.

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Delivery Architecture - What it Means...


Once we cross the border of the enterprise, traditional enterprise-centric systems fail to provide visibility or a way to understand and act, all in sync with our supply chain partners. This is why the delivery architecture of an application is critical, especially for addressing multi-enterprise interactions.

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Information Security 101: an Introduction to Being Compliant and Protecting Your Assets


E-mail, Internet access, and collaborative tools (whether a phone system’s conferencing capabilities, or document-sharing applications) are “must-haves” for most businesses today. But by now many managers know that you shouldn’t stop at just implementing these tools and then going ahead, footloose and fancy-free, with using them. As with any other asset, you need to protect not just the

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Critical Business Functions: Misunderstood, Underutilized, and Undervalued Part One: Credit and A/R Management


The credit and collection function is the most misunderstood, underutilized, and undervalued area of business. When allied with the sales function, controlled A/R can generate a significant cash inflow playing a huge role in the prospect-to-cash cycle.

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Road Map to Developing a Successful Tax Policy: Nine Critical Components


Sales and use tax compliance is serious business. To reduce your risk of facing a costly audit, you need to invest time and effort up-front by formulating a transaction tax policy. Responding effectively to audits involves knowing about your company, your operations, and your resources. Find out why a tax policy is important to your organization and how to make it part of your business process and procedures.

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AnyDoc Customer Success Story: PSCU Financial Services Can’t Dispute the Advantages of OCR


PSCU Financial Services mediates disputes between its customers and their credit card companies. Many of these disputes require multiple pages of documentation as evidence—which need to be scanned. Its scanning process was draining its resources and PSCU knew it was time to get automated. Since deploying OCR for AnyDoc (an optical character recognition solution), PSCU has realized an annual savings of $125,000 (USD).

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Collateral Damage: What the Crisis in the Credit Markets Means for Everyone Else


Given the dramatic events in the capital markets, everyone is wondering what will happen next—and what the implications are for the wider economy. Learn about the crisis both in the capital markets and the wider economy; explore likely future economic scenarios and the challenges facing companies outside the financial sector—and discover the actions your company should take in order to respond to these challenges.

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When the Going Gets Tough, the Tough Need Insight: Performance Management in a Weak Economy


Reduced credit availability. Falling demand. Earnings pressure. Today’s economic conditions have sparked a range of challenges, including compromised cash flows, difficulty managing inventories to meet fluctuating demand, and declining sales and profits. And what helped you in the past might not in the future. Avoid becoming a statistic: access the critical data a performance management solution can provide. Learn more.

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How Does Fortiva Meet FRCP Requirements?


Does your business have a records management policy that addresses e-mail? Well if it doesn’t, now’s the time to consider adopting one. To meet Federal Rules of Civil Procedure (FRCP) requirements, businesses must create and enforce a clear corporate messaging policy. With Fortiva’s on-demand archiving solution, your legal team can easily develop e-mail policies—making compliance with legal discovery demands much easier.

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Credit (or Blame) KANA Express for Your Next Flower Delivery


It should be every company’s job to make it easy for customers to act on their needs and desires wherever they wish to engage with the company—in a retail store, online, on their mobile device, or within their social networks. The challenge for every customer care organization is to provide reliable and memorable experiences across every service channel—consistency is critical in delivering great

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