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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 systems in the insurance industry


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 systems in the insurance industry  HCOM) to deliver analytical CRM applications. HomeCom is a small Internet consulting and systems integrator with vertical expertise in the financial services. HomeCom will develop and implement Broadbase applications for financial services organizations. Broadbase's strengths are in customer analytics and personalization. They also recently agreed to acquire Servicesoft to develop applications for customer service (see: Broadbase Continues to Expand ). Market Impact Siebel's offering is likely to be very

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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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Warehouse Management Systems: Pie in the Sky or Floating Bakery? Part One: Myths of the Warehouse Management Systems and Implementation


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crm systems in the insurance industry  Management Systems: Pie in the Sky or Floating Bakery? Part One: Myths of the Warehouse Management Systems and Implementation Introduction I just returned from a week long conference and as one of the speakers/vendors there, I was not looking to receive the same thing that the attendees were looking to receive. I was looking for clients; however, I mostly found patients . I found most of my time was spent psychoanalyzing what people had been told by competitors and other logistics companies. Read More

Quote-to-order: The Major Players in the Manufacturing Arena


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crm systems in the insurance industry  has long realized that CRM systems not only require integration with ERP systems to reconcile such data as customer master data, but also the bigger issue of integrated inter- and intra-enterprise business processes like prospect to cash. For make-to-order (MTO) and ETO products, the overall process starts with capturing customer requirements at the front-end that can be dynamically converted into work orders, routings, and other procedures via product configuration engines. Furthermore, intelligent confi Read More

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Challenges of the Future: The Rebirth of Small Independent Retail in America


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crm systems in the insurance industry  said, What really good CRM allows a small store to do is go back to the future, to the time when retailers knew the names of their customers, knew what they wanted. The ability to proactively micro-market, to mail merge a postcard or letter that says, ?I'm certain that because you bought X you'll like to know we just got Y,' is very powerful stuff. Many of the profiled retailers we spoke with are making use of this new technology to help identify, segment and understand their best customers better with Read More

Safeguarding the Enterprise at the Endpoint


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The Transformation of the Lean Enterprise


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crm systems in the insurance industry  Transformation of the Lean Enterprise Over the past 30–40 years, manufacturers have made dramatic leaps in improving their businesses by using lean manufacturing and Six Sigma techniques. The systems these businesses use, however, have changed relatively little in comparison. The ERP systems manufacturing companies rely on to run their business are greatly at odds with the strategy and processes lean manufacturers use to maintain their competitive advantage. Read More

The Importance of Mentoring in the Workplace


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E-Procurement Usability: The Good, The Bad and The Ugly


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crm systems in the insurance industry  ERP vendors have delivered CRM and SCM modules integrated with their back-office systems (although not the cutting edge functionality), and a tamed growth of the CRM market recently, might force the likes of Siebel or i2 to finally get out of their complacent mindset and to start considering acquisition of an ERP vendor or at least the provision of an interconnectivity of their modules. In addition to ERP giants battles against best-of-breed vendors, look for particularly fierce intra-market duels Read More

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