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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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Compare Software Solutions
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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 oracle crm solution map insurance


How One On Demand Vendor Addresses Its Unique Challenges and Competition
As the software-as-a-service market matures, and while it remains appealing to resource-constrained companies, organizations having up to 500 payees, and that

oracle crm solution map insurance  Salesforce.com, SAP, PeopleSoft , Oracle , Siebel, Microsoft Dynamics GP , Microsoft Dynamics CRM , Sage SalesLogix , among others. Like Compel, Xactly Incent is also used by sales and finance executives, compensation analysts, sales operations, and sales professionals. Its rule-based, service-oriented architecture (SOA) enables customers to quickly build many types of compensation plans and to manage incentive compensation with limited, initial investments and lower costs of ownership. When Xactly

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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 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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Documents related to » oracle crm solution map insurance

Sales Force Automation Buyer’s Guide


No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of contention. Sales force automation (SFA) solutions come in many flavors, but they don’t all offer the comprehensive SFA functionality you need. Find out how to avoid the pitfalls of choosing SFA software, and get help matching your needs with the right solution for you.

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Delivering Operational Excellence with Innovation: Enterprise Services Architecture for Enterprise Resource Planning


Changing business practices, especially those that consolidate business and IT functions, requires careful research and decision making. For companies needing to move beyond traditional enterprise resource planning (ERP) systems, enterprise service applications (ESA) can help reduce the complexity of having disparate IT systems. Find out about the benefits of ESA and how it can help you achieve operational excellence.

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ERP Systems Buyer’s Guide


The implementation of an enterprise resource planning (ERP) system to automate business processes is a strategic investment. Buying the right system and choosing the best vendor for you are critical to a successful ERP implementation. As a decision maker, you need to quickly identify your ERP requirements, effectively communicate these needs to vendors, and successfully compare various product alternatives. Learn how.

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


The latest generation of quote-to-order systems uses knowledge-based software to help reduce an organization’s dependence on its highly skilled experts. The ability to harness a company’s intellectual property and know-how helps build competitive advantage.

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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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Clarity Solution Group


Clarity is the largest independent U.S. consultancy focused exclusively on data management and analytics. It delivers enterprise-class, full lifecycle solutions on a national scale.

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Decisions, Decisions: Key Issues to Consider in Selecting a Field Service Management Solution


Every company offering field service management and automation solutions will impress you with a long checklist of features: schedule boards, dispatching and routing, work order management, automatic billing, and more. How do you compare products and find the differences that should determine your choice? Download this white paper and read up on some of the key issues to explore as you compare products and providers.

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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.

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Compiere ERP & CRM


Compiere is an open source ERP software application with fully integrated CRM software solutions. The firm provides a comprehensive solution for small and medium enterprises (SMEs) in distribution and service on a global basis and covers all areas from customer management and supply chain to accounting. Compiere Open Source ERP & CRM especially supports service and distribution (retail and wholesale) industries with an integrated web store, covering material management, purchasing sales, accounting, and customer relations management.

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Xperia Executiv Solution Series


The Xperia EXECUTIV Solution Series takes an evolutionary step beyond helping your company run business better, by providing a flexible, targeted approach to solving the most critical issues impacting companies today. Years of customer-driven development have produced an extensive base of functionalities, proven to provide exceptional value and to enable companies to optimize operations and maintain profitability. Xperia matches the exact set of functionalities required to meet a company's most pressing business and technical needs. Morevoer, when needed, it is possible to extend the solution's capabilities to provide even greater value using web technology. Xperia offers a full suite of applications that will run a business seamlessly. The solutions include all aspects of customer service, such as order entry, inventory allocation, credits, returns, invoicing, sales-rep commissions, and quotas. Xperia is a full production suite of applications for the importer as well as the domestic manufacturer; it includes component inventory; purchasing; bill of material (BOM) with product specifications and full cost sheet analysis; planning capabilities (automatic forecasts as well as manual); work-order issue, tracking, and receiving; container creation; vessels; bill of lading; customs; and container tracking and receiving. All the systems are integrated with the financials and create automatic feeds. Xperia offers accounts payable, accounts receivable, general ledger, and letter of credit system as part of the financials. Additional system features include e-mail spooled file capabilities, history, security, and business-to-business (B2B) applications.  

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