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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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Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
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 customer service financial


Leading provider of financial services revolutionises their customer service with Microsoft Dynamics CRM from Touchstone Group


customer service financial  financial services revolutionises their customer service with Microsoft Dynamics CRM from Touchstone Group

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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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Moxie Software-Promoting Social and Multichannel Customer Service


Moxie Software hopes to instill, well, the “moxie to be social” mantra in its customers. Its software suite ensures that the proverbial “voice of the customer” can be heard—it gives organizations the ability to respond quickly and effectively to build customer loyalty and satisfaction by connecting customers with the right people in organizations at the right time. As part of the push to focus on

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Customer Focused Self-service: Building the Balanced Business Case


Countless customers are engaging in self-service, in the process helping companies save millions by deflecting service interactions to cheaper channels. At many organizations, just the cost savings make the investment in self-service worthwhile. But the self-service business case isn’t built on cost savings alone. There’s a bigger, more customer-focused picture to consider, where the customer experience plays the key role.

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Perfect Orders: Improving Customer Satisfaction and Financial Results


Manufacturers and distributors must keep two groups satisfied—customers and owners. They are connected—what improves the satisfaction of one group can impact the satisfaction of the other. Only through measuring the satisfaction of both groups can these sometime conflicting groups be balanced. Owners watch earnings and return on investment. One way to measure customer satisfaction is with the perfect order index.

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Case Study: VAI Improves Customer Service with Business Portal


Vormittag Associates, Inc. (VAI) provides enterprise resource planning software and associated services to clients in the manufacturing, wholesale, and retail industries. To facilitate everyday business processes, VAI began to consider a business portal. As a software provider, VAI was intimately familiar with a number of portal products, and decided that IBM Workplace Services Express was best suited for the company.

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Is Your Customer Strategy Aligned with Customer Experience


As product differentiations blur, companies are increasingly turning to create customer-centric organizational behavior to establish experience-based differentiation (EBD) and remain competitive. This creates unique challenges while implementing a customer relationship management (CRM) strategy in multidepartment organizations with numerous customer touch points. This white paper aims to enable CRM strategy.

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5 Key Steps to Make Field Service Profitable


Is field service seen as a cost center at your business? Providing field service can be a complex process, but that does not have to mean it’s unprofitable. Every field service interaction is an opportunity to not only delight customers, but also increase revenue. Here are 5 easy steps to get your field service organization in the black this year. Accomplish all five and get your field techs, customers, and balance sheet in your favor.

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Integrating Actuals into Financial Plans


Integrating actuals into the planning cycle is usually a zoo. Financial and operating results are spread across multiple databases. Actual results and plan details are at different levels. Lack of underlying volumes and rates makes meaningful causal analysis difficult. Discover financial planning and analysis software that lets you fully integrate actuals, and plan using driver-based planning and reporting.

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Financial Packages


Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time.

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A Green Guide to Streamlining Field Service Operations: Saving Money . . . and the Planet


With three primary “green” benefits to implementing cutting-edge field service technology solutions, every company—across any industry—can justify the effort based on the specific priorities that speak to it. In this analysis, we will review each of these benefits, outlining the range of advantages and concrete ROI. Regardless of a company’s priorities, this multi-layer list of benefits makes the decision a clear one.

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4 Steps to Choosing the Right Device for Field Service Mobility


Choosing the right device for field service management needs is not easy. This white paper will guide you through the different factors, including your organization’s technology outlook, how a customer’s perceptions of you might be affected by the device, and how the hardware features make your employees more efficient. Know the four steps to consider for choosing the right device for your field service mobility needs.

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