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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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 crm relationship management financial


Integrating Customer Relationship Management and Service Resolution Management
The business case for integrating call center service resolution management into customer relationship management is becoming increasingly obvious, as companies

crm relationship management financial  with its relationship to CRM and service resolution management (SRM).   For more information and to start your own custom solution comparison, please visit Customer Relationship Management Evaluation Center

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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 » crm relationship management financial

A Lexicon for Customer Relationship Management Success


Despite technological advances, users are dissatisfied with customer relationship management (CRM) systems. Ambiguous terms do not provide the vocabulary for concrete action and measurable expectations. Thus, CRM is perceived to be about intangibles, and is approached with a let's-hope–for-the-best mentality.

crm relationship management financial  the real leverage for CRM is at the enterprise level. Key Terms and Phrases The following terms and phrases are not necessarily inclusive or exhaustive; rather, they illustrate the need to be more precise in our language. From an industry standpoint, there is a need to use terms in a general way, but when it comes to the end user community, the lack of definition generates missed expectations and leads to failure. This discussion is presented to help organizations to better understand these needs and, in Read More

17 Rules of the Road for Customer Relationship Management


Customer relationship management (CRM) is more than a product—it’s a philosophy. That’s why, when it comes to CRM systems, it’s important to understand all the benefits of an integrated application before beginning the selection process. After all, just as a chain is only as strong as its weakest link, a CRM solution is only as good as its implementation.

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Astute Social Relationship Management


Social media provides data to the enterprise on how its customers are interacting. Even though most decision makers understand that gathering and analyzing this data is important, it’s not always easy to know how. Astute Solutions was founded in 1995 to offer call center and issue management software, which later became a full customer service solution. The acquisition of RealDialog from

crm relationship management financial  to combine it with CRM data to respond to and engage with their customers. As opposed to other social CRM and monitoring solutions, Astute SRM offers functionality for routing social interactions, just as any other type of communication might be routed. The solution captures social media communications that need to be addressed, the same way cases or issues are tracked in a CRM system. Among Astute SRM’s features, issues originating in social media can be automatically routed by e-mail and assigned a Read More

Social CRM: Customer Relationship Management in the Age of the Socially-empowered Customer


Most of your customers and prospects expect you to be involved in social media—and they’ll be more likely to do business with you if you are. So how do you expand your customer relationship management (CRM) strategy to engage social customers, and gain their trust? Discover how to integrate Web 2.0 social media tools and strategies into your traditional CRM efforts for better, more meaningful customer relationships.

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Why Invest in Talent Management? Five High-ROI Business Drivers for Implementing a Talent Management Program


Clearly, with skilled workers retiring and the pace of change accelerating, recruitment alone can’t supply the smart leaders, strong managers, high performers, and ever-changing skills sets necessary for success. That’s why organizations can see solid return on investment (ROI) by balancing recruitment with an investment not just in training, but in comprehensive talent management. Download this white paper to read more.

crm relationship management financial  talent management, talent management strategy, talent management ROI Read More

How Integrated Facilities Management Software Automates Facilities Management


Computerized maintenance management system (CMMS). Enterprise asset management (EAM) system. Computer-aided facilities management (CAFM) system. Integrated workplace management system (IWMS). Each type of facility management solution offers different functionalities and features, and one may be better than another for your company’s needs. Learn more about the differences and how an integrated solution is a “must have.”

crm relationship management financial   Read More

Systems Management Buyer's Guide


Enterprises of all sizes struggle to find and deploy effective systems management solutions. In the solution evaluation process, they need to weigh feature/function criteria along with less tangible characteristics in order to make an appropriately calibrated decision. Download this guide from Dell KACE for a comprehensive feature/function checklist, as well as additional considerations for evaluating systems management solutions.

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SmartOrg Portfolio Navigator for Product Lifecycle Management Certification Report


SmartOrg Portfolio Navigator is TEC Certified for online evaluation of product development and portfolio management (PD&PM) solutions in the Product Lifecycle Management (PLM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, and in-depth analyst commentary.

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The Complete Systems Management Book: An Introduction to Integrated and Automated IT System Management


Effective IT systems management is a challenge, especially for midsized companies that must maintain sophisticated IT environments without the budgets of their larger counterparts. This comprehensive guide provides IT newcomers—as well as experienced veterans—with all the information they need to understand the best ways to align people, processes, policies, and tools for a cohesive, streamlined, and supportable IT infrastructure.

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Performance and Compensation Management at the Core of Human Capital Management?


Strategic human capital management (HCM) solutions can help organizations transform their people into a competitive advantage by aligning managers and employees with corporate goals. There is now a statistical and causal relationship among key HCM applications and operating income growth.

crm relationship management financial  and Compensation Management at the Core of Human Capital Management? While decades have been spent investing in automation technologies for better use of tangible assets, only recently have enterprises begun to invest in optimizing human capital. Tactical and administrative human resources (HR) management is morphing into strategic human capital management (HCM). Part Three of the series Thou Shalt Manage Human Capital Better . Some might argue that HCM revolves around better performance Read More

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.

crm relationship management financial  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, Read More

Selecting Enterprise Asset Management (EAM) for Design, Operate, Maintain


Design-operate-maintain is an approach to asset management designed to maximize value over the entire asset lifecycle—from asset planning and design through years of maintenance and operation through to decommissioning and replacement. How can you select EAM software capable of supporting this enlightened approach? Download this white paper to find out.

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Customer Relationship Management (CRM)


Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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.

crm relationship management financial  Relationship Management (CRM) Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, Read More

SmartOrg Portfolio Navigator for Product Lifecycle Management Certification Report


SmartOrg Portfolio Navigator is TEC Certified for online evaluation of product development and portfolio management (PD&PM) solutions in the Product Lifecycle Management (PLM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, and in-depth analyst commentary.

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