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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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 life insurance sales leads


How Can Insurance Carriers Retain and Reward True Producers?
The enterprise incentive management and sales performance management market is evolving rapidly. Callidus Software remains the vendor of choice for some of the

life insurance sales leads  most needed in the life insurance area. It might be useful at this point to analyze typical producer administration business processes throughout the three major SPM phases mentioned previously. Namely, during the planning phase, life insurance carriers have to sign up, or on-board, a producer to sell their products, and design multiple and interlocking contract payment hierarchies and schedules (which are subject to the ever changing roles of producers and carrier product bundles). Traditionally,

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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 RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology  

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Documents related to » life insurance sales leads

PeopleSoft Revamps World for Its Mid-Market "Express" Conquest Part One: Recent Annoucements


Amid an intensifying hullabaloo in the mid-market, with all tier one players delivering solutions tailored for small-to-medium enterprises (SMEs) and incumbent tier one and tier three vendors defending their turf, PeopleSoft seems to have thrown another strike by utilizing its acquisition of former J.D. Edwards.

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The Challenges that Remain for One Aspiring Global Sourcing Vendor


In the long term, Eqos’s current stature and means may not be enough to maintain its competitive position against current and potential competitors, especially those with significantly greater financial resources, name recognition, and other resources.

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Sales Force Automation Buyer’s Guide


No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about doing so may be a point of contention. Sales force automation (SFA) solutions come in many flavors, but they don’t all offer the comprehensive SFA functionality you need. Find out how to avoid the pitfalls of choosing SFA software, and get help matching your needs with the right solution for you.

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Surado! A Rising Mid-market CRM Provider


Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc. developers of Surado CRM Solutions. Surado positions itself high in many functional areas, against many mid-market software vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, and Commence Corporation.

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Sales and Operations Planning: A Journey That’s Worth the Effort


In the consumer goods (CG) industry, there has been a notable focus on sales and operations planning (S&OP). This renewed interest is noteworthy because of the impressive benefits that have been attributed to S&OP. Research indicates that S&OP process improvements are a primary starting point for companies seeking to be more demand-driven. This white paper looks at the results of a survey of S&OP in the CG industry.

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Westwood Insurance Chooses MAS 500 for Integration Capabilities


For ten years, California (US)-based Westwood Insurance used an off-site bureau for all accounting, financial, and insurance data management. In 1996, the rapidly growing division of the century-old company decided to bring its systems in-house in order to improve productivity and cost effectiveness. After an evaluation of three accounting systems, the company turned to MAS 500.

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Executive Sales and Operations Planning Maturity Levels and Key Solution Criterion


Sales and operations planning (S&OP) is the key integrated process that the supply chain organization can leverage to achieve visibility and transformation across the entire organization and throughout the value chain. This white paper explores the current business challenges face by companies, the priority allocated to S&OP, the maturity levels associated with S&OP, and the role of technology enablers.

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New Market for Security Insurance


Some insurance companies are now offering policies which protect companies against system, network, and website security losses. What do these policies offer corporations that they don't get in their standard General Liability Insurance Policy coverage?

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Complete Guide to Sales Force Automation (SFA)


Complete Guide to Sales Force Automation Get the buyer's guide that gives you everything you need to know about sales force automation solutions.

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The Definitive Guide to Sales and Use Tax


Sales tax compliance is becoming a sticky wicket, as state and local governments revise tax laws to increase revenue, and Congress considers granting states the authority to make remote sellers charge sales tax. This Definitive Guide lays out sales and use tax basics as well as commonly misunderstood elements of sales tax compliance, to provide you a one-stop reference for all things sales and use tax related. The last two sections include a state-by-state summary of sales tax rules and regulations, and a glossary of terms.

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