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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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 insurance agent proposal sample


Fonolo for the Financial Industry: Reducing Call Center Costs While Improving the Customer Experience
As a company in the financial sector, you place extremely high demands on your call center. The complicated and sensitive nature of the calls requires an agent

insurance agent proposal sample  for the Financial Industry: Reducing Call Center Costs While Improving the Customer Experience As a company in the financial sector, you place extremely high demands on your call center. The complicated and sensitive nature of the calls requires an agent who is highly trained and experienced. This leads to a high cost per call. At the same time, sacrificing caller satisfaction is not an option. This creates a tough challenge: How do you decrease the cost per call, while improving the 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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CRM for Financial and Insurance Markets RFI/RFP Template


Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology

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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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BuyDesign


BuyDesign is a suite of web-based product configuration, quoting, proposal, and guided-selling software solutions for manufacturers. BuyDesign can help companies reduce quote time, administrative costs, sales engineering requirements, and order errors.      

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Executive Brief: 3 Key Success Strategies for Insurance, Banks, and Financial Services


Financial services organizations are always looking for ways to improve business processes to implement tighter control—and improve the bottom line. But finding new ways to boost efficiency is challenging. One strategy for success is to improve the use and allocation of resources in order to eliminate errors from duplicate data entry. Discover more about this strategy and two others, as well as how they can benefit you.

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Case Study: Achmea


Achmea, the largest insurance group in the Dutch market, had many different systems and fragmented management information, with often inaccurate data. The company decided to make the move to business intelligence (BI) for a more standardized approach to information access and delivery. With Cognos, Achmea has achieved a number of benefits, including results-oriented decision-making based on real-time data. Learn more.

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Oracle Announces New Release of RightNow CX Cloud Service


Oracle presented new features for its customer experience service platform, RightNow CX Cloud Service. The release allows organizations to engage customers via multiple channels thanks to the newly introduced integration between Oracle RightNow Chat Cloud Service and Oracle Engagement Engine Cloud Service. New features are aimed at improving customer engagement as well as monitoring

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CallidusCloud Launches CPQ at Dreamforce 2012 on Salesforce.com's AppExchange


CallidusCloud's CPQ (formerly Webcom’s Websource CPQ) has long been part of AppExchange, helping to automate and accelerate the quotation and proposal generation process for sales teams and channel partners. CPQ (configure, price, quote) accelerates sales cycles across companies, ranging from those with simple product catalogs and distribution models all the way to complex, multi-channel sales

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The Truth about Agent versus Agentless Monitoring


Monitoring servers, environments (physical and virtual), platforms (AIX, Solaris, Windows, VMware, HP/UX, Linux, Novell), applications (e-mail, Web, CRM, ERP, e-commerce), and services (service level agreements) is critical for IT departments. But it can be a daunting task to find the right monitoring solution. This paper examines the differences between agent and agentless monitoring, to help you make the right decision.

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HIPAA-Watch for Security Speeds Up Compliance Part One: Vendor and Product Information


HIPAA-Watch for Security is a tool designed to guide organizations through the risk analysis required by the Health Insurance Portability and Accountability Act (HIPAA) compliance process (US). Relevant Technologies, a leading security research and advisory firm, evaluated HIPAA-Watch for Security to verify how well it performed in guiding organizations through the HIPAA security risk analysis process.

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The Wizardry of Business Process Management - Part 3


Part 1 of this blog series provided a lengthy discussion about business process management’s (BPM's) necessary parts and parcels, and the software category’s value proposition. At the end of the article, I mentioned my recent attendance of a witty presentation that attempted to explain the essence of BPM via some humor and metaphor of the classic “Wizard of Oz” movie. Namely, on March 23, 2009,

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