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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 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

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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 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. 

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Documents related to » crm research papers insurance

Business Intelligence for the Health Care Industry: Actionable Insights for Business Decision Makers


Hospitals around the world are facing increased pressure to improve operations from multiple directions. Legal requirements, aging populations, and an ever-growing need to be service-oriented are forcing hospitals to do more with less. Hospitals could be doing more to coordinate, analyze, and use data to improve operational performance. A new generation of business intelligence (BI) tools, such as dashboards, can help.

crm research papers insurance  have access to simple CRM to understand and manage where their patients are referred from. As a natural consequence, as BI reaches a larger number of staff and users, the objectives have to evolve, as shown by the progression of users at the l'Hôpital Sacré-Cœur of Montreal: Our first dashboard was designed for senior management, and had high level reporting. But rapidly, we've allowed them to customize their dashboard to have data that was most relevant to them, all based on a common back-end. Then 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  Arnold & Associates President, CRM Essentials Strategy for Unified Communications (UC) UC is the new buzzword in the business communication domain with firms either moving to or considering UC. It integrates voice, video, e-mail, fax and similar communication systems into one infrastructure/platform and helps businesses streamline communications, lower TCO of telephony infrastructure and increase efficiency. Large enterprises that have adopted UC cite post-implementation benefits including substantial 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  Loyal Customer Base , CRM Customer Retention , Customer Satisfaction and Loyalty , Customer Retention Strategy , Customer Support Structures , Risk of Losing Long-time Customers , Customer Retention Manager , Customer Centric Performance , Long-Term Customer Retention , Best Customer Retention , Customer Service . Table of contents   Executive summary Continuous measurement and improvement Product innovation and quality Delivery performance and speed Lean and green Proactive alert and exception 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  SAP,saas,software as a service,saas software,saas service,saas management,saas model,saas crm,saas gov,erp saas,saas business,saas companies,saas web,microsoft saas,saas market Read More

BI Research


BI Research is a research, consulting, and education firm. The company organizes conferences and seminars, and publishes articles and columns in industry publications.

crm research papers insurance  Research BI Research is a research, consulting, and education firm. The company organizes conferences and seminars, and publishes articles and columns in industry publications. Read More

Agiline CRM : Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

crm research papers insurance  CRM : Customer Relationship Management (CRM) Competitor Analysis Report This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important Read More

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.

crm research papers insurance  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 Read More

IT White Papers: The World’s Greatest Cure for Insomnia!


Having trouble sleeping at night? Lots of people are these days, and for good reasons. The economy is in the dumps. Jobs are on the endangered species list. We’re steadily running out of oil. And terrorists are trying to kill us. Now, if all that isn’t enough to keep you awake at 4 o’clock in the morning, there’s always the fact that the planet is threatening to terminally overheat. Yup

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Info-Tech Research Group


Info-Tech Research Group is an information technology research and advisory company. Founded in 1997, the company’s focuses include IT research, analyst services, and market research.

crm research papers insurance  Tech Research Group Info-Tech Research Group is an information technology research and advisory company. Founded in 1997, the company’s focuses include IT research, analyst services, and market research. 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  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. Read More

Westwood Insurance Chooses MAS 500 for Integration Capabilities


For ten years, California (US)-based Westwood Insurance used an off-site bureau for all accounting, financial, and insurance data management. In 1996, the rapidly growing division of the century-old company decided to bring its systems in-house in order to improve productivity and cost effectiveness. After an evaluation of three accounting systems, the company turned to MAS 500.

crm research papers insurance  story,Insurance,MAS 500,customer,satisfaction,management Read More

TEC Research Analyst Round Table: Software-as-a-Service (SaaS)


Software-as-a-service (SaaS): friend or foe? SaaS—also known as on-demand or hosted applications—is becoming more and more popular in a number of enterprise application areas and quickly changing the minds of many a skeptic. SaaS is changing the way organizations pay for, implement, and run their software applications. Unlike traditional applications, which are paid for up front and installed on

crm research papers insurance  SaaS model. Nowadays, most CRM vendors offer SaaS, and more and more customers are choosing to use it. For CRM, having SaaS versus on-premise can be compared to sending a letter through the postal service versus sending an e-mail through the Internet. The letter takes longer, it’s more expensive, and no more secure than the e-mail. Of course, there are some concerns related to SaaS for CRM, but they are no greater than those of an on-premise model. These include downtime and security (data can also be Read More

Nortel and Clarify: Was There Ever Synergy Enough to Support this Marriage?


Back in 1999, when Nortel was on a buying spree and reeling in record profits, it plunked down US$2.1 billion dollars for Clarify Inc., a leader in the CRM space that was bringing in $250 million in revenues annually. Now, in July of 2001, with Nortel expecting losses in the order of US$19.2 billion, Clarify may be jettisoned at a significant loss.

crm research papers insurance  merger agreement with the CRM vendor Clarify Inc ., at the time the world's second largest provider of front office [read: CRM ] solutions for eBusiness. Nortel was buying all the common shares of Clarify for US$2.1 billion in its common shares. The deal closed on March 16, 2000. Clarify, in 1998, reported revenues of $130 million and net income of $7.3 million. In the third quarter of 1999, the last quarter that Clarify independently reported its financials, it reported $63 million in revenues and Read More

Osterman Research, Inc.


Osterman Research, Inc. provides market research, consulting, cost modeling, surveys, and benchmarking to vendors of technology services and products.

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