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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

crm for insurance industry vendors  product. Janna has developed CRM software for the financial services industry since its inception in 1990. Janna's strengths are in contact management and web-based self-service. Siebel's eFinance product currently provides strong call center and lead management functionality and the addition of Janna's web-based self-service in particular will broaden Siebel's operational CRM offerings for financial organizations. In a recent press release Siebel indicated that Janna technology would be a fully Read More
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&n...
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Documents related to » crm for insurance industry vendors


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

crm for insurance industry vendors  CDC Software offers Pivotal CRM for finance ; and EZ Data also has a product created for this industry, but the company was recently acquired by EBIX Inc. In a future blog post, I will talk about the different offerings of the CRM vendors that tried to create products for finance and banking. Read More
Enterprise Applications Battlefield Mid-Year Scoreboard Part 4: Other Vendors, CRM, SCP & User Recommendations
Application vendors find themselves in a precarious situation where, concurrently with dismal revenue inflow, there is a need for bigger investment in the

crm for insurance industry vendors  uncontested supremacy in the CRM market for the past several years seems to be nearing the end, also owing to both Tier 1 ERP vendors intrusion of the CRM space and to some mid-market CRM vendors coming of age. Siebel's moves towards delivering industry templates and the solutions for mid-market are commendable, as in the current economic climate, Siebel's CRM-centric functionality bells-and-whistles and an adequate Web-enabled product architecture may look ever less compelling even to the higher-end of 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

crm for insurance industry vendors  acquires Ciboodle Industry tags: CRM KANA Software is well known for its solutions for service experience management. They have acquired a few solutions, such as Lagan in 2010 to enhance its offering for governments, Overtone for social listening and analytics, and Trinicom for midmarket customer service. KANA and contact center service company Ciboodle share common functionality and will complement one another, but Ciboodle also announced a partnership this spring with BI firm SAS to create an Read More
SAP Industry Solutions for Mid-market Companies
For over a decade, SAP has offered industry-specific applications, starting with oil and gas and utilities solutions. Media, insurance, chemicals, banking, and

crm for insurance industry vendors  mySAP ERP and mySAP CRM , as well as applications for user productivity and analytics, have all recently been designed with an industry perspective. Certainly, insights from SAP's core or standard developments, along with partner solutions, benefit all of SAP's industry units, and cover common business processes. But each industry has particular demands that cannot be met by generic solutions, and SAP thus invests in complementary programs, with the goal of a complete and integrated solution portfolio Read More
Commsoft Technologies Fidelio (v.6) for ERP for Distribution Certification Report
The Commsoft Technologies product Fidelio is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution in the ERP

crm for insurance industry vendors  Technologies Fidelio (v.6) for ERP for Distribution Certification Report The Commsoft Technologies product Fidelio is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution 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 Read More
Talent Management for Small and Medium-size Businesses: Steer Your Business to Handle Change by Creating the Right Road Map for Your Talent Journey
Every small and medium-size business needs to map out a comprehensive talent strategy. Read this white paper to learn how you can help your company avoid

crm for insurance industry vendors  Management for Small and Medium-size Businesses: Steer Your Business to Handle Change by Creating the Right Road Map for Your Talent Journey Every small and medium-size business needs to map out a comprehensive talent strategy. Read this white paper to learn how you can help your company avoid roadblocks. Understand how you can navigate major changes such as growth, expansion, efficiency, and innovation. Read More
IFS Applications (v. 7.5) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report
IFS Applications (v. 7.5) is TEC Certified for online evaluation of enterprise resource planning (ERP) for engineer-to-order (ETO) manufacturing solutions in

crm for insurance industry vendors  Applications (v. 7.5) for ERP for Engineer-to-Order (ETO) Manufacturing Certification Report IFS Applications (v. 7.5) is TEC Certified for online evaluation of enterprise resource planning (ERP) for engineer-to-order (ETO) manufacturing 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, Read More
Leveraging CRM for Midsize Company Growth
Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial

crm for insurance industry vendors  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More
Managing Enterprise Information: Architecting for Survival and Positioning for Success in Tough Times
Today, businesses must work smarter, not just harder@and to do it, they must use information to compete. With growing demands on data resources, companies need

crm for insurance industry vendors  Enterprise Information: Architecting for Survival and Positioning for Success in Tough Times Today, businesses must work smarter, not just harder—and to do it, they must use information to compete. With growing demands on data resources, companies need to derive greater value from their existing information. But this information is often scattered throughout the organization. To survive in the current tough economic environment means building successful enterprise information management Read More
Exactus CRM
EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service

crm for insurance industry vendors  CRM EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base. Read More
IFS Applications (version 8.0) for ERP for ETO Manufacturing Certification Report
IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for engineer-to-order (ETO) manufacturing in

crm for insurance industry vendors  Applications (version 8.0) for ERP for ETO Manufacturing Certification Report IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for engineer-to-order (ETO) manufacturing 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 Read More
Microsoft Dynamics Solution for the process manufacturing industry - focu.biz Chemical Industry


crm for insurance industry vendors  Dynamics Solution for the process manufacturing industry - focu.biz Chemical Industry Read More
The Service Equation: 4 Keys for IT to Create Value for the Business
IT organizations struggle with the challenges of shrinking budgets, ever-changing technology, compliance pressures, and more. For greater efficiency, many IT

crm for insurance industry vendors  Service Equation: 4 Keys for IT to Create Value for the Business IT organizations struggle with the challenges of shrinking budgets, ever-changing technology, compliance pressures, and more. For greater efficiency, many IT organizations are turning to information technology service management (ITSM) to help improve processes. But there’s still too much focus on technology and not enough on business outcomes. Learn key strategies for changing your approach to delivering IT services. Read More
Charting a Better Course for Your Business: Eight Rules for Investing in a New Accounting System
A good financial and accounting system should propel your business forward. It should give you the specific insights you need to spot the storms ahead, help you

crm for insurance industry vendors  a Better Course for Your Business: Eight Rules for Investing in a New Accounting System A good financial and accounting system should propel your business forward. It should give you the specific insights you need to spot the storms ahead, help you maximize resources with streamlined processes, and be nimble enough to help you navigate the changing currents of today’s business environment. Download this white paper to make sure you have the facts straight about what to look for—and what to Read More
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