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 research papers insurance


CRM Success for Fast Growing Companies: What Every Small and Midsized Business Needs to Know
When creating a seamless value chain, it is essential to focus on the customer. However, information, data, and processes are key when planning the complex

crm research papers insurance  Customer Change | Customer CRM | Customer Data | Customer Data Analysis | Customer Data Information | Customer Data Integration | Customer Data Management | Customer Data Model | Customer Data Service | Customer Development | Customer Ecosystem | Customer Engineering | Customer Expectations | Customer Experience | Customer Implementation | Customer Innovation | Customer Issues | Customer Knowledge | Customer Knowledge Management | Customer Management | Customer Managment | Customer Marketing | Customer

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 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. 

Start Now

Documents related to » crm research papers insurance

New-world Value: The Strategic Impact of Business Application Suites in Today’s Corporate Environment


The concepts of return on investment (ROI) and total cost of ownership (TCO) have been used for decades in enterprise evaluations of IT investments, including enterprise resource planning (ERP) systems. However, with the emergence of important new technological advances, executives are now expanding these traditional formulas to account for new opportunities. Learn more about their new methods for measuring ERP value.

crm research papers insurance   Read More

Enterprise Phone Systems Buyer’s Guide


Implementing or upgrading an enterprise phone system is a strategic investment for any large enterprise. To reach an informed decision, you should understand the following crucial aspects: phone systems buyer types, product requirements, cost considerations, and vendor relationship needs. This buyer’s guide from Focus Research explains those considerations, and helps prepare you to make the right choice for your company.

crm research papers insurance   Read More

Five Ways to Positively Impact Customer Retention and Business Operations


Maintaining strong business performance and retaining loyal customers requires continual vigilance and assessment. Establishing metrics that focus on value-added and customer- centric performance allows manufacturers to stay close to the pulse of market changes and dynamics. Learn how performance tools such as dashboards and reporting can help your company monitor performance and enable better and faster decision making.

crm research papers insurance   Read More

Evaluating SaaS Solutions: A Checklist for Small and Midsized Enterprises


This paper from Saugatuck Technology discusses relevant criteria for evaluating SaaS solutions targeting small and midsize firms, and raises key questions that should be asked. It is important to ensure that a SaaS solution is well aligned with business requirements, and can accommodate change and growth. The paper also provides an evaluation template for executives to use in conducting evaluations of SaaS solutions.

crm research papers insurance   Read More

Research Library


TEC Corporate Research Portals are designed to help large organizations engaged in multiple research, evaluation, and selection projects. Subscribing to a Research Portal gives you access to all our Evaluation Centers, functional and technical requirement sets, vendor capabilities, and detailed vendor and product information—so you can research software solutions in-depth.

crm research papers insurance   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 research papers insurance   Read More

Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM 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 research papers insurance   Read More

Hypatia Research


Industry analyst and market research firm Hypatia Research Group provides market intelligence, industry benchmarking, best practice, maturity model, and vendor selection research for how businesses use software technology, professional services, and management consulting providers to capture, manage, analyze, and apply customer and market intelligence to enhance corporate performance and to accelerate growth.

crm research papers insurance   Read More

TEC Research Shows Manufacturers Still Biggest ERP Shoppers


Since the 2008 economic crisis hit, many firms have been forced to cut back in order to keep their businesses afloat. Enterprise software spending is one area where cutbacks have been most noticeable. But now that the global economy is starting to rebound and information technology (IT) budgets are unfreezing, companies are evaluating upgrade or replacement enterprise resource planning (ERP

crm research papers insurance   Read More

Onyx-Delivering Excellence in Insurance


Customer process management (CPM)—the convergence of customer relationship management (CRM) and business process management (BPM)—can deliver significant gains in efficiency and standardization for insurance companies. Whether it’s providing real-time quotations for insurance policies, identifying cross-selling and renewal opportunities, or managing claims, CPM extends across the enterprise to ensure that each customer interaction becomes an opportunity for service excellence.

crm research papers insurance   Read More