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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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 software for banking


CRM for the Finance and Banking Industry - Part 1
How many different systems does a bank employee use when changing a customer’s contact information? The last time I moved and had to change my address, the bank

software for banking  and insurance market. CDC Software offers Pivotal CRM for finance ; and EZ Data also has a product created for this industry, but the company was recently acquired by EBIX Inc. In a future blog post, I will talk about the different offerings of the CRM vendors that tried to create products for finance and banking. BEGINLYXd

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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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software for banking  Industry Watch: Enterprise Software News for the Week of June 18, 2012 SOFTWARE SELECTIONS Loudoun County Sanitation Authority selects SAP ERP Industry tags: utilities According to the plans of both the client and its system integrator, Sparta Consulting, the entire project is supposed to take only 14 months, which is a pretty intensive timeline considering a level of the solution selected and the company’s size. The modules to be implemented are financials, utilities billing, customer service, Read More

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