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SOFTWARE EVALUATION CRITERIA
Saturday, November 7, 2009
Home
>
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> Software Evaluation Criteria >
Financial And Insurance CRM
>
Alphabetical Listing
1.0 Analytics And Reporting
1.1
Application Centered Data Warehouse
(3
features and functions
)
1.2
Clickstream Analysis
(33
features and functions
)
1.3
Mobile Options
(5
features and functions
)
1.4
Options
(11
features and functions
)
1.5
Synchronization Technology
(6
features and functions
)
2.0 Call Center And Customer Service
2.1
Call Center
(6
features and functions
)
2.2
Call Center Integration
(2
features and functions
)
2.3
Call Center
(6
features and functions
)
2.4
Call Tracking
(9
features and functions
)
2.5
Customer Service And Support
(389
features and functions
)
3.0 E CRM
3.1
Content Management
(27
features and functions
)
3.2
E Catalog
(5
features and functions
)
3.3
E Collaboration
(5
features and functions
)
3.4
E Marketing
(14
features and functions
)
3.5
E Personalization
(18
features and functions
)
3.6
E Profiling
(21
features and functions
)
3.7
E Sales
(13
features and functions
)
3.8
E Service
(8
features and functions
)
3.9
Web Services
(10
features and functions
)
4.0 E Mail Response Management
4.1
E Mail And Web Integration
(3
features and functions
)
4.2
E Mail Case Management Integration
(3
features and functions
)
4.3
E Mail Usability
(4
features and functions
)
4.4
Electronic Reporting
(4
features and functions
)
4.5
Error Handling
(6
features and functions
)
4.6
Intelligent E mail Handling
(3
features and functions
)
4.7
Outbound E Mail Communication
(2
features and functions
)
4.8
Tiered Servicing
(3
features and functions
)
5.0 Industry Vertical Module Availability
5.1
Financial Institutions
(4
features and functions
)
5.2
Insurance
(3
features and functions
)
5.3
Professional Services
(7
features and functions
)
6.0 Insurance And Investment
6.1
Agency Management
(42
features and functions
)
6.2
Data Standard
(2
features and functions
)
6.3
Insurance
(65
features and functions
)
6.4
Securities
(53
features and functions
)
7.0 Marketing Automation
7.1
Campaign Optimization
(30
features and functions
)
7.2
Customer Profiling
(15
features and functions
)
7.3
Database Connectivity
(13
features and functions
)
7.4
Marketing Embedded Reporting
(13
features and functions
)
7.5
Marketing Strategy
(25
features and functions
)
8.0 Product Technology
8.1
Implementation And Training
(17
features and functions
)
8.2
Synchronization And Replication
(15
features and functions
)
8.3
Technical Fit
(156
features and functions
)
8.4
Technical Support
(31
features and functions
)
8.5
Workflow Automation
(120
features and functions
)
9.0
Professional Services Automation (PSA)
(17
features and functions
)
10.0 Sales Force Automation (SFA)
10.1
Account Configuration Manager
(24
features and functions
)
10.2
Activity Manager
(9
features and functions
)
10.3
Core Functionality
(30
features and functions
)
10.4
Design Customer Solution
(75
features and functions
)
10.5
Embedded Reporting
(59
features and functions
)
10.6
General Features For Contact Manager
(8
features and functions
)
10.7
Insurance And Investment Contact Management
(13
features and functions
)
10.8
Lead Manager
(12
features and functions
)
10.9
Lead Tracking And Distribution
(21
features and functions
)
10.10
Multimedia Encyclopedia
(9
features and functions
)
10.11
Pipeline Manager
(15
features and functions
)
10.12
Quote Management
(19
features and functions
)
10.13
Sales Forecasts
(12
features and functions
)
10.14
Sales Process Scripting
(3
features and functions
)
10.15
Sales Strategy
(3
features and functions
)
10.16
Sales Territory And Boundary Management
(7
features and functions
)
10.17
Service And Sales Support Management
(10
features and functions
)
10.18
Team Selling
(2
features and functions
)
Top
Total Features and Functions: 1578
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