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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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 personal crm


Remedy Makes CRM a Personal Matter
Remedy announced its acquisition of Axtive Software Corporation, a provider of relationship marketing software that supports personalized interactions between

personal crm  they really want is personal attention will welcome sites that seem to remember their last calls and can tailor information to their skill level and previous history. Companies benefit from increased information and from additional possibilities for creating marketing relationships with customers. While the CRM product is certainly the right place to start integrating personalization, it will be interesting to see whether Remedy eventually finds ways to add value to its E-procurement product and other

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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 » personal crm

Social CRM-¡Viva la Revolución!


Customer relationship management (CRM) has had a great impact on the social media revolution. Or was it the other way around? Of the many types of software solutions catering to businesses, CRM software has been the most attuned to the rise of social platforms. CRM resides in the attitudes and perception of people and what they acquire, individually or as a group. Social media is the place where

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Microsoft Dynamics CRM 2013 to Be Released in the Fall


Microsoft Corp. has announced that its 2013 release of  Dynamics CRM—to be available this fall—is designed to make business personal by enhancing mobile support and social capabilities, as well as by providing contextual information to customer-facing professionals. Microsoft Dynamics CRM 2013 can be delivered both on premises and in the cloud. Main capabilities include

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Up Close and Personal: Martin Schneider, Senior Director of Communications at SugarCRM


Recently, I had the pleasure of speaking with Martin Schneider, Senior Director of Communications at SugarCRM where he provided information about the company, Sugar 6 (latest version), and social customer relationship management (SCRM). In this first up close and personal blog post, Martin will discuss what made Sugar CRM the most successful open source CRM product and one of the best CRM products

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Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

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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.

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CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

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Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)


Part I of this blog topic has revisited Agresso's post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC's), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships. Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA, but the analysis of this

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TEC 2011 CRM Buyer's Guide


The new TEC 2011 CRM Buyer's Guide makes it easy.

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