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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 customer service financial


Leading provider of financial services revolutionises their customer service with Microsoft Dynamics CRM from Touchstone Group


customer service financial  financial services revolutionises their customer service with Microsoft Dynamics CRM from Touchstone Group

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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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Perfect Orders: Improving Customer Satisfaction and Financial Results


Manufacturers and distributors must keep two groups satisfied—customers and owners. They are connected—what improves the satisfaction of one group can impact the satisfaction of the other. Only through measuring the satisfaction of both groups can these sometime conflicting groups be balanced. Owners watch earnings and return on investment. One way to measure customer satisfaction is with the perfect order index.

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Customer Process Management Drives Profitability in Financial Services


As competition in the financial sector increases, many financial services providers are seeking ways to improve customer service and profitability through process efficiency. By developing rich integration between customer data and allowing that data to be managed by the business users, customer process management (CPM) enables financial services organizations to adapt to changing market demands and maximize their competitive edge.

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Moxie Software-Promoting Social and Multichannel Customer Service


Moxie Software hopes to instill, well, the “moxie to be social” mantra in its customers. Its software suite ensures that the proverbial “voice of the customer” can be heard—it gives organizations the ability to respond quickly and effectively to build customer loyalty and satisfaction by connecting customers with the right people in organizations at the right time. As part of the push to focus on

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Case Study: VAI Improves Customer Service with Business Portal


Vormittag Associates, Inc. (VAI) provides enterprise resource planning software and associated services to clients in the manufacturing, wholesale, and retail industries. To facilitate everyday business processes, VAI began to consider a business portal. As a software provider, VAI was intimately familiar with a number of portal products, and decided that IBM Workplace Services Express was best suited for the company.

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Customer Analytics for Dummies (IBM Limited Edition)


In this e-book, take a look at the concepts for getting started with customer analytics and the specific techniques associated with it.

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Self Service Business Intelligence


Self service BI is technology that provides non-technical individuals who need data with the ability to gather and display meaningful information. The technical and business complexities of identifying data sources, transforming and integrating data sets, enhancing data quality, and providing a data repository are necessarily addressed before a self service BI application is made available. Read this white paper to learn more about how the technical framework and infrastructure for supporting self service BI underlies the foundation of a successful business solution and how to approach deployment of such as solution.

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Building a Customer-centric Enterprise Knowledge Base for Improved Customer Support


Within an organization, knowledge bases (KBs) of known product issues and their resolutions are typically created and managed by customer support teams. Their obvious use is to maintain different types of methods for addressing various client issues. KBs thus become an important tool in an organization’s armamentarium used for supporting its customers. But clients are unable to access these

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Financial Forecasting & Planning Summit - September 9/10, Boston MA


Financial Forecasting & Planning Summit – September 9/10, Boston MA. Don't miss out on revolutionary trends shaping your industry at the Financial ...

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TEC 2013 Market Survey Report: What Organizations Want in Accounting and Financial Software


Looking for an accounting and financial solution? This report can help you spot trends in the accounting and financial software space. See what your peers and competitors are looking for in those solutions, so you can develop a good understanding of what accounting and financial software vendors offer, what other companies have identified as important requirements, and what functionality might be a good fit for your company.

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