X
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 solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 crm appraisal


Best Practices in Siebel CRM Performance Management: Monitor, Measure, and Manage the End-user Experience
Many frustrated executives find that despite the fortune spent on managing servers, networks, and applications, there are still complaints about the performance

crm appraisal  | Customer Relationship Management CRM Software | Customer Relationship Management Software | Customer Relationship Management Success | Customer Relationship Management System | Customer Relationship Management Systems | Customer Relationship Management Tool | Customer Relationship Management Tools | Customer Relationship Manager | Customer Relationship Managment | Customer Relationship Marketing | Customer Relationship Software | Customer Relationship Tools | Customer Relationships | Customer

Read More


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.  

Start Now

Documents related to » crm appraisal

Eppraisals.com Gives Lante High Marks


E-business service provider Lante Corporation meets a tight schedule and builds a complicated website to help launch eppraisals.com.

crm appraisal   Read More

Enterprise Software Trends: A Look Back at 2012


Here’s what TEC analysts have to say about some of the more significant enterprise software developments of 2012. Aleksey Osintsev, TEC Research Analyst, on cloud ERP: For the ERP software space, 2012 was a year of extensive appraisal of the suitability of cloud-based ERP software to the manufacturing industry. The software-as-a-service (SaaS) concept is being clarified, and lessons are being

crm appraisal   Read More

Making the Business Case for HR Investments during Economic Crisis


Automation of human resources (HR) processes and integration across various functions can provide visibility into and analysis of the workforce. Having a single reliable source of information is key to enabling this visibility, which in turn can enable your company to align skills with business objectives. Learn more about how you can optimize your HR systems to meet your current—and future—human capital management needs.

crm appraisal   Read More

From Spreadsheet Chaos to an Integrated BPM Application in Six Steps


Spreadsheets can provide rudimentary business performance management (BPM) capabilities. But there are many reasons to leave them behind: improved collaboration among users with data security and audit capabilities, greater accuracy of analysis and reports, real-time information, and more. Discover other benefits, as well as how you should approach and carry out the transition from spreadsheets to a BPM solution.

crm appraisal   Read More

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.  

crm appraisal   Read More

Why CRM Is So Hard and What To Do About It: Data is key to making CRM work


Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization.

crm appraisal   Read More

Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

crm appraisal   Read More

The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

crm appraisal   Read More

Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report


This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

crm appraisal   Read More

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

crm appraisal   Read More