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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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 crm for insurance industry software


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

crm for insurance industry software  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

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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 » crm for insurance industry software

Insurance


Insurance is probably one of the oldest human economic activities, appearing not long after the advent of trade, and developing as a way of protecting merchants from unforeseen events (natural catastrophes, robberies, etc.). There is evidence of traders using insurance for risk management as early as the third millennium BCE (“before the common era”).

Nowadays, insurance is one of the most complex areas of the financial sector, covering a wide range of risks for both personal and business activities. Most insurance companies offer similar products, which makes competition quite fierce. Here are some of the characteristics of the insurance sector:

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CRM Vendors Cash In On The Financial Services Industry


Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

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TEC Industry Watch: Enterprise Software News for the Week of July 9, 2012


SOFTWARE SELECTIONSInternational distributor of high-tech metals and alloys selects Epicor ERPIndustry tags: Manufacturing, Wholesale and Retail Trade, Warehousing "The relatively small but geographically extensive company Datum Alloys made its choice based on a few underlying premises: a need for multicurrency operations in conjunction with local accounting standards, high-quality analytical

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CRM for Financial and Insurance Markets RFI/RFP Template


Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology

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Pronto Software Limited


For over 30 years, we’ve been working closely with our clients to create business management software that helps them get the absolute best out of their business. Our vision has always been to deliver tools that allow our clients to excel and prosper in whichever field they may be in – from mining to manufacturing, distribution to retail and services. In fact, our software has adapted appropriate functionality based on years of listening to feedback from customers just like you.  Your business is our business, so we’ll make sure that, rather than offering you anything off the shelf, we’ll listen to exactly what it is you need. By understanding where you are, we can understand where we can take you. Next, we adapt what we already have to make sure it fits your  business perfectly. We know that the best solutions are the product of revisions and improvements, fine-tuning and perfecting. That’s why our support services are always on hand to field questions and spot opportunities. To back them up, we’ve also built up an online knowledge base, with contributions from staff, industry experts, and Pronto Xi customers just like you. Finally, we reveal a solution that we know will help you take your business to the next level. Our easy-to-use software, fully integrated with IBM Cognos business intelligence technology, allows you to monitor and control every aspect of your business, from top floor to shop floor. You’ll improve productivity, customer service, and inventory accuracy. You’ll keep track of what’s making you money, and where the opportunities lie.

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A Business Intelligence Agenda for Midsize Organizations: Six Strategies for Success


Midsize companies see business intelligence (BI) as too unwieldy and expensive for them, and use spreadsheets for planning, budgeting, and forecasting. However, BI is well within reach through an incremental approach. Learn about six strategies for midsize companies for choosing and deploying BI solutions that address both business and IT challenges.

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CHAMPS Software, Inc.


Champs Software, Inc. is focused on creating and implementing software solutions that enable large enterprises to optimize the life cycles of their capital assets.

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The VMTurbo Cloud Control Plane: Software-driven Control for the Software-defined Data Center


The software-defined data center has the potential to extend the agility, operational, and capital benefits of virtualization throughout the data center stack. This paper outlines the need for software-driven control—the intelligence or “control plane” that can take advantage of the new software-defined capabilities, enabling enterprises and service providers to achieve the true potential of software-defined flexibility.

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Software Solutions


Trigent helps clients in industries such as commercial software, manufacturing, marketing and media. Its solution frameworks and development automation tools aid rapid time-to-deployment for software systems. The company's CMM-certified global development centers offer flexibility clients to address clients' varying requirements for software development, maintenance, and support services. Its software support includes knowledge support systems, parts management systems, and product configuration. Trigent has created and maintained applications for clients such as International Truck and Engine Corp. (Navistar), Classified Ventures, Information Resources, Inc. (IRI), and McCabe and Associates.  

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Saba Software


Founded in 1997, Saba (NASDAQ: SABA) is a global provider of strategic human capital management (HCM) software and services. Saba’s people management solutions are used by more than 1,300 organizations and over 17 million end users worldwide. Its customers include ABN AMRO, Bank of Tokyo-Mitsubishi UFJ, BMW, Dell, Lockheed Martin, Tata Consultancy Services, and the U.S. Army and U.S. Navy. It is headquartered in Redwood Shores, California, Saba has offices on five continents. Saba provides solutions for people management through learning, collaboration, performance, compensation and talent management, enabling customers to align, develop, manage and reward their people Saba product offerings address all aspects of HCM and are available both on-premise and on-demand (www.saba.com/products). Its global services capabilities and partnerships provide consulting and implementation services, as well as ongoing worldwide support.

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