X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 crm for insurance industry systems


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 systems  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

Read More


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.  

Evaluate Now

Documents related to » crm for insurance industry systems

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.

crm for insurance industry systems   Read More

Q2O Systems: Solutions for Quotation Management and Pricing Configuration


Quote-to-order systems include quotation management and pricing configuration solutions. Pricing configuration engines automate pricing and quoting processes for manufacturers with complex requirements. Their benefits include quotes that are quick and accurate, leading to increased customer satisfaction.

crm for insurance industry systems   Read More

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

crm for insurance industry systems   Read More

CRM for the Finance and Banking Industry - Part 1


How many different systems does a bank employee use when changing a customer’s contact information? The last time I moved and had to change my address, the bank employee used two systems, asked three or four of her co-workers for help, and took about 15 minutes to do it because the information from one system did not transfer right away to the other system. It goes without saying that this was not

crm for insurance industry systems   Read More

NDS Systems LC


NDS Systems provides resource planning (ERP) solutions for organizations in the discrete manufacturing, wholesale distribution and fulfillment industries. Using the Oracle database, the NDS ERP solution is a scalable application that grows with the needs of your business, while also allowing you to streamline operations and work more efficiently.

crm for insurance industry systems   Read More

Compiere ERP & CRM


Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management.

crm for insurance industry systems   Read More

Siber Systems


Siber Systems

crm for insurance industry systems   Read More

Aquilon for ERP for SMB Certification Report


Aquilon is TEC Certified for online evaluation of enterprise resource planning (ERP) for small to medium business (SMB) solutions in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm for insurance industry systems   Read More

EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

crm for insurance industry systems   Read More

Buying ERP for Manufacturing: What to Look for in a Cloud-Based Solution


SaaS-based software for manufacturers? The idea is rapidly gaining ground as manufacturers become aware of all the benefits a cloud-based ERP system can bring to their operations.

crm for insurance industry systems   Read More