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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 in insurance ppt


Compliance Exposures in ERP Systems Part 1
This paper examines key issues for CFOs and CEOs in managing ERP systems in the new world of SOX, IFRS, Basle II. While most IT management attention seems to be

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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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Enterprise Application Solutions


Sonata has executed numerous projects for US and other international clients in areas ranging from co-product development and web-enabling solutions to re-engineering/platform migration to application maintenance. Sonata's key competencies are in the financial services, insurance, health care, and logistics sectors. Apart from the valuable person-years of experience gained, execution of these projects has reinforced the viability of Sonata’s offshore software development model. As a service provider, Sonata's solution portfolio ranges from the business/technology requirements of e-business to the application management in the legacy environment. The range of services include its e-solutions, enterprise application solutions (ERP, CRM, SCM), enterprise application integration, legacy management, business intelligence and reporting solutions, and QA lab. Sonata offers its services, experience, and expertise to fulfill software product development companies' needs for outsourcing product development.  

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Get Closer to Your Best Customers: A Shift in Customer Strategies in a Time of Crisis


An unsettled economy needs a different approach to managing revenues. Companies must identify their most profitable customers and the most effective marketing and sales vehicle for reaching them—with a shrinking budget. And shifts in customer spending demand a fresh look at the value proposition of your current products and services. Find out how you can stay close to your customers as their needs change.

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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.

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The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

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Best-in-class Strategies for Selecting an ERP Solution in 2013


Enterprise resource planning (ERP) represents a serious investment for any organization and is vital to future success. Top performing organizations approach the selection process with a clear plan and come away with solutions that implement smoothly and help drive business immediately. This report explores the strategies best-in-class organizations employ to find the right ERP fit that will give them the tools they need to thrive.

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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.  

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SAP In-memory Appliance (SAP HANA): The Next Wave of SAP In-memory Computing Technology


Download this datasheet to get a rundown of SAP HANA's functionality and the benefits it can provide for your business.

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Leadership When It Really Matters: A Closer Look at Investing in PLM Technology to Profit in a Down Economy


Loss of strategic vision and leadership can pose a greater threat to organizations than dramatic economic downturn. Companies that invest in technology wisely will gain a competitive advantage and even prosper during hard times. Achieving financial results hinges on finding a product lifecycle management (PLM) solution that delivers business benefits not only in the short-term but also long into the future. Read how now.

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Green Beacon Solutions


Green Beacon is a Gold-Certified Microsoft Partner specializing in software, services, and support for Microsoft Dynamics AX, Dynamics CRM and other leading business solutions. Our teambrings the experience of hundreds of successful client implementations, delivering on the company's mission to guide clients to success by providing practical business solutions with a rapid and substantial return on investment. As a well-established business and technology consulting firm, we know the key to every solution deployment is an understanding of the business requirements and objectives of a business enterprise.Green Beacon helps clients by defining critical business drivers and providing business and technology consulting that enables clients to successfully implement and deploy ERP and CRM solutions. Additionally as more and more organizations require on-demand and cost-effective services in the everyday management of their business applications, Green Beacon also lends added-value to our clients through our integrated support service offering, Professional Application Management Services (PAMS). Integrated Support incorporates monitoring, implementation and consultation services for both ERP and CRM applications. We are headquartered in Boston, Massachusetts.

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How Best-in-class Plan, Budget, and Forecast in Today’s Dynamic World


Prospects for the global economy remain precarious. But effective financial planning, budgeting, and forecasting can enable successful decision making even in periods of unprecedented change. Dynamic financial planning enabled through five key elements—process, organization, knowledge management, technology, and performance management—give business leaders the tools to take action and emerge even stronger. Find out how.

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