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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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 tracking customer banking relationships


Customer Relationship Management: Evolution, Not Revolution
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause a host of problems, from

tracking customer banking relationships  policy tracking and investment tracking in order to enhance client databases. Software from some vendors might allow customer data to be consolidated, permit better communication between branches, and reduce staff training costs. Real estate CRM for this sector helps vendors to improve customer relationships by capturing online leads, increasing the volume of higher-quality leads, performing personalized electronic marketing campaigns, and automating various administrative processes such as prospecting,

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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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Global Trade Regulatory Software: Vendor Obstacles and User Recommendations


The acquisition of Vastera by JPMorgan Chase indicates that finance in GTM is just as important as the physical movement of goods. However, there are still a number of issues that need to be reconciled or at least addressed

tracking customer banking relationships  SCEM, visibility and shipment tracking like Viwelocity , Descartes Systems , Management Dynamics (through recently acquired BridgePoint ), Timogen , etc. But, none of these vendors handles all the requirements of automating global e-business, and some of these vendors have apparently already merged with or acquired other companies to provide more complete offerings. Still, some companies that are comfortable with using freight forwarders to handle the details of cross-border movement and which may only Read More

6 Key Elements-A Guide to Delivering a Consistent Outstanding Customer Experience in the Contact Centre and Beyond


Customers are the lifeblood of any business, and receiving quality customer service is a major factor in their purchasing decisions. There are six key elements that can help distinguish your organization’s product or service from your competitors. By applying these key elements, you can unlock the lifetime value of your customers and build an outstanding referral platform for future growth.

tracking customer banking relationships  gains by streamlining and tracking processes from initiation to fulfilment to enhance first call resolution rates and simplify complex processes. In many organisations, continued reliance on complex legacy systems means contact centre agents have to operate multiple applications and visit numerous screens to complete what should be relatively simple customer transactions. For example, if a customer called a financial institution to report a lost credit card, the agent might have to work through up to 15 Read More

A Customer Relationship Management Solution Aims To Cover all the Bases


Surado Solutions aims to provide a complete customer relationship management suite. We'll analyze Surado CRM 5.0 from the perspectives of core functionality, its distinguishing factors, and the challenges users may face when considering the Surado solution.

tracking customer banking relationships  It also allows inquiry tracking and intelligent leads routing. Automated process can be initiated to distribute literature, schedule follow-up activities, and set conditions to advance opportunities. Managers can use Surado CRM to monitor team activities across customized sales stages across multiple product pipelines. Sales positioning features and functionalities are also available through competitive intelligence analysis and customer analytics, to identify habits, trends, and potential. Marketing Read More

Five Ways to Positively Impact Customer Retention and Business Operations


Maintaining strong business performance and retaining loyal customers requires continual vigilance and assessment. Establishing metrics that focus on value-added and customer- centric performance allows manufacturers to stay close to the pulse of market changes and dynamics. Learn how performance tools such as dashboards and reporting can help your company monitor performance and enable better and faster decision making.

tracking customer banking relationships  be sure to: Consider tracking energy consumption for individual asset. Monitor assets for compliance with existing and impending regulation. Incorporate asset sustainability alert management capabilities to monitor how equipment is functioning against established KPIs with notification of issues to prevent equipment failure. Include preventative maintenance and action management capabilities to determine the appropriate action needed to address an identified anomaly or event. Use asset sustainability Read More

A User Centric WorkWise Customer Conference


WorkWise's business model is all about 'loving the customer'. A recent visit to their Customer Conference showed us the business plan in action. Is it time for other companies to consider this model?

tracking customer banking relationships  User Centric WorkWise Customer Conference The Company WorkWise ( www.workwiseinc.com ) has provided enterprise-wide solutions for make-to-order, engineer-to-order, repetitive, make-to-stock and mixed-mode manufacturers for over 20 years. Their product, WorkWise TCM (Time Critical Manufacturing) is installed in over 500 companies worldwide. With a staff that averages 10 years TCM product experience the company provides extensive consulting and support services including implementation, process Read More

Customer Profile: Multi-Chem


Oilfield production chemicals company Multi-Chem needed a new workflow solution to help manage key documents and processes. The solution needed to reflect the processes employees were currently using, control the workflow of those processes, and pinpoint the location and status of documents. Find out how the company implemented a solution that helped it move away from hard copy forms and inefficient processes.

tracking customer banking relationships  BP Logix,document management software,document management workflow,electronic document management,workflow software,document workflow software,document management systems,document management,workflow software solutions,document management solutions,document management solution,bpm solutions,bpm solution,bpm systems,workflows software Read More

Listen and Learn: Improving Operations by Using Customer Feedback


Customer service means being aware of needs, problems, and fears. Studies have shown that the cost of acquiring a customer is seven to ten times that of retaining a current customer. And according to The Harvard School of Business, even a 5 percent improvement in customer retention can boost profits up to 85 percent. How do companies retain a loyal and consistent customer base? They listen, learn, and adapt—find out more.

tracking customer banking relationships  and Learn: Improving Operations by Using Customer Feedback Customer feedback from retail units is combined with company website feedback, online services feedback, and central call center feedback. Source : Mindshare Technologies Resources Related to Listen and Learn: Improving Operations by Using Customer Feedback : Customer Feedback Management (CFM) (Wikipedia) Listen and Learn: Improving Operations by Using Customer Feedback Customer Feedback is also known as : Customer Feedback Analysis , Read More

Customer Relationship Management for IT Professionals


What makes a strong supplier/customer relationship? The bottom line is trust. However, trust needs to be earned through a series of conversations and commitments that have been met.

tracking customer banking relationships  Relationship Management for IT Professionals Customer Relationship Management for IT Professionals J. Dowling - January 17, 2001 Introduction A satisfying relationship between IT and line of business is maintained through ongoing dialogue that is meaningful to both parties. The discipline of Conversations for Alignment, a title for a simple technique for making and managing commitments, enables such a dialogue. My consulting group and I have done a good deal of research into what makes a strong Read More

HP Announces Customer Engagement as a Service


HP Enterprise Services has introduced new services designed for organizations interested in multichannel customer experience contact centers. The HP Customer Engagement as a Service (CEaaS) resulted from the integration between HP’s cloud technology and Avaya's contact center technology. The contact center tools comprising the solution allow users to handle social media marketing, mobile

tracking customer banking relationships  Announces Customer Engagement as a Service HP Enterprise Services has introduced  new services  designed for organizations interested in multichannel customer experience contact centers. The HP Customer Engagement as a Service (CEaaS) resulted from the integration between HP’s cloud technology and Avaya's contact center technology. The contact center tools comprising the solution allow users to handle social media marketing, mobile integration, and customer analytics in a single cloud-based contact Read More

Delivering Superior Customer Value in Insurance


Effective management of customer data is a critical success factor for insurers. To provide products and service that stand out from the crowd, insurers need a 360-degree view of each customer that covers his or her entire experience with the company. Read this white paper on how information technology that supports tightly integrated, end-to-end business processes can increase insurer responsiveness and customer loyalty.

tracking customer banking relationships  Superior Customer Value in Insurance Effective management of customer data is a critical success factor for insurers. To provide products and service that stand out from the crowd, insurers need a 360-degree view of each customer that covers his or her entire experience with the company. Read this white paper on how information technology that supports tightly integrated, end-to-end business processes can increase insurer responsiveness and customer loyalty. Read More

A Customer Success Story: Real-time Remote Workforce Enablement


Cox Communications, a leading cable provider, needed to find a way to centralize the IT requirements of its customer support team. With over a hundred users, its challenge was to move from single desktop applications to a centralized server which would offer many concurrent instances of the application—and minimize the cost. By deploying a virtualization solution, Cox realized a return on investment (ROI) of 300 percent.

tracking customer banking relationships  Customer Success Story: Real-time Remote Workforce Enablement Cox Communications, a leading cable provider, needed to find a way to centralize the IT requirements of its customer support team. With over a hundred users, its challenge was to move from single desktop applications to a centralized server which would offer many concurrent instances of the application—and minimize the cost. By deploying a virtualization solution, Cox realized a return on investment (ROI) of 300 percent. Read More

Building a Customer-centric Enterprise Knowledge Base for Improved Customer Support


Within an organization, knowledge bases (KBs) of known product issues and their resolutions are typically created and managed by customer support teams. Their obvious use is to maintain different types of methods for addressing various client issues. KBs thus become an important tool in an organization’s armamentarium used for supporting its customers. But clients are unable to access these

tracking customer banking relationships  a Customer-centric Enterprise Knowledge Base for Improved Customer Support Within an organization, knowledge bases (KBs) of known product issues and their resolutions are typically created and managed by customer support teams. Their obvious use is to maintain different types of methods for addressing various client issues. KBs thus become an important tool in an organization’s armamentarium used for supporting its customers. But clients are unable to access these resources directly—rather Read More

Rent.com Selects KANA Cloud Offering for Customer Service


The announcement that KANA Express, a cloud customer service offering, was selected by Rent.com for improved customer engagement was one of more important announcements preceding the recently held KANA Connections 2012 user conference in Las Vegas, where about 180 attendees were able to hear more about the importance of consistent customer experience via multiple channels of communication

tracking customer banking relationships  com Selects KANA Cloud Offering for Customer Service The announcement that KANA Express, a cloud customer service offering, was selected by Rent.com for improved customer engagement was one of more important announcements preceding the recently held KANA Connections 2012 user conference in Las Vegas, where about 180 attendees were able to hear more about the importance of consistent customer experience via multiple channels of communication. The importance of this news is that KANA Software is now Read More

Customer One Solutions, Inc.


Customer One Solutions (COS) is a consulting firm specializing in the evaluation, selection and implementation of Customer Relationship Management (CRM) and Business Process Management (BPM) solutions. COS has implemented CRM solutions at organizations that range in size from 45,000 worldwide employees to 12 local employees. Our areas of expertiese include Financial services, telecommunications, manufacturing and professional service organizations. We specialze in the needs of small to mid sized businesses!

tracking customer banking relationships  One Solutions, Inc. Customer One Solutions (COS) is a consulting firm specializing in the evaluation, selection and implementation of Customer Relationship Management (CRM) and Business Process Management (BPM) solutions. COS has implemented CRM solutions at organizations that range in size from 45,000 worldwide employees to 12 local employees. Our areas of expertiese include Financial services, telecommunications, manufacturing and professional service organizations. We specialze in the needs of Read More