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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 crm 2009


(Forgotten) CRM and ERP Kingdoms in the Making?
Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona

insurance crm 2009  focus on financial services, insurance, banking, credit unions, telecommunications, and any organization with a strong emphasis on service and support, and the help desk. Consona CRM customers have thus far primarily been interested in a CRM solution that adapts to their business, infrastructure, market changes, and evolving customer requirements. Their IT department is typically substantial and involved, and the Microsoft platform is the preference in the enterprise. The aggressive merger and

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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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Documents related to » insurance crm 2009

Sword Ciboodle-One More BPM-Centric CRM Provider


What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve the customer experience by improving customer-facing processes. TEC principal analyst P.J. Jakovljevic reviews the vendor’s key offerings and sits down with Ciboodle’s VP of product and market strategy to discuss the company’s challenges, strategies, and technologies.

insurance crm 2009  in other sectors (e.g., insurance, retail energy, retail banking, and retail consumer goods) consist of some renowned brands and leading companies (e.g., Sears, Sony, Eskom, Bally Total Fitness, Standard Bank, CAPITA). In the case of the aforementioned Sears deployment, the product’s capabilities include Service Desktop, Case Handling, Campaign Execution, Dashboards, Customer Profile, Cross Sell, Inquiry Management, Unified Interaction History, and Customer Profile. The implementation also includes Read More

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,

insurance crm 2009  of America . Pega’s insurance industry knowledge and experience has resulted in solutions to help these customers close gaps and improve the following processes: automated underwriting; event-driven marketing; product cloning; claims management; legacy transformation, etc. A CRM Provider Too? While its customers are typically large companies in the financial services, healthcare and insurance markets, with SmartBPM Suite , Pega is also able to offer solutions to a broader range of companies and Read More

Case Study: Interdyn


Interdyn, a solution integrator specializing in the Microsoft Dynamics line, showed an insurance brokerage how to access the data locked in its customer relationship management (CRM) system. After being shown a business intelligence (BI) solution made just for Dynamics CRM, the client immediately saw the value of having its CRM data presented in visual reports using dashboards showing multiple metrics. Learn more.

insurance crm 2009  Dynamics line, showed an insurance brokerage how to access the data locked in its customer relationship management (CRM) system. After being shown a business intelligence (BI) solution made just for Dynamics CRM, the client immediately saw the value of having its CRM data presented in visual reports using dashboards showing multiple metrics. Learn more. Read More

Bonitasoft, Part 1: An Upbeat Provider of Open Source BPM Software


One area where open source software providers seem to be doing quite well is business process management (BPM), a discipline that focuses on continuously improving business processes, while taking an outside-in, customer-centric perspective. Think of solutions like Colosa’s ProcessMaker, Intalio, and Alfresco Software’s Activiti. In addition, while Red Hat is expected to make major announcements

insurance crm 2009  both in banking and insurance. In Europe, it is seeing a lot of pickup in public sector administration. Finally, in higher education, there has been significant growth, especially in North America. Figure 2 show some usage scenario examples. For the most recent Bonita BPM 6 release highlights, see my recent blog post . Figure 2. Bonitasoft Typical Use Cases Bonitasoft has more than 130 system integrator (SI) and technology partners worldwide, and claims to be fielding new applications every day. Some of Read More

CRM without Compromise: A Strategy for Profitable Growth


When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at the bigger picture from a customer perspective. But organizations that can build a business-centric system flexible enough to quickly respond to changing customer needs will have a sustainable competitive advantage and enjoy profitable growth for years to come.

insurance crm 2009  without Compromise: A Strategy for Profitable Growth CRM without Compromise: A Strategy for Profitable Growth If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Founded in 1972, SAP has a rich history of innovation and growth as a true industry leader. SAP currently has sales and development locations in more than 50 countries worldwide and is listed on several exchanges, including the Frankfurt Stock Exchange and NYSE under the symbol Read More

The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

insurance crm 2009  Real Challenge of CRM: Employee Buy-In The Real Challenge of CRM: Employee Buy-In If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oncontact is dedicated to providing mid-market companies with easy-to-use, quick to implement, cost-effective CRM solutions that enable you to better serve your customers and prospects. Source : Oncontact Software Resources Related to The Real Challenge of CRM: Employee Buy-In : Customer Relationship Read More

Pivotal CRM


Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any organization in any industry Pivotal CRM includes the following functionality: Sales Force Automation Marketing Automation Service Automation Partner Automation Social CRM Mobile CRM Pivotal CRM Platform

insurance crm 2009  CRM Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection


Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

insurance crm 2009  Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection Mitigating Drawbacks Through The Use Of A Knowledge Base Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. With regard to technology selections, TEC describes a knowledge base as having three components: First , a comprehensive set of functional and technical criteria covering every functional Read More

Leveraging CRM for Midsize Company Growth


Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative.

insurance crm 2009  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More

Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (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.

insurance crm 2009  CRM 12: Salesforce Automation Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (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. Read More

Dynamics 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.

insurance crm 2009  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

SMB Team On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses.

insurance crm 2009  Team On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses. Read More

Microsoft Throws .NET At SMEs, With CRM As Bait


While Microsoft might be honest today with its claims of staying away from the true enterprise-level CRM applications space, no one can be sure that its appetite will remain in check for very long.

insurance crm 2009  Throws .NET At SMEs, With CRM As Bait Event Summary On February 26, Microsoft Corporation (NASDAQ: MSFT) announced it would deliver Microsoft Customer Relationship Management (MS CRM) , the first Microsoft business solution built on its .NET platform later this year, possibly as early as October. The move is Microsoft's latest aim at the business application market for small enterprises, a market it ultimately plans to dominate. Accessible from Microsoft Outlook and the Web, MS CRM is devised to Read More

Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

insurance crm 2009  CRM EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base. Read More