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CRM Vendors Cash In On The Financial Services Industry
by L. Talarico
... Firms in the financial services industry looking to implement CRM applications should
maintain a positive outlook on vendor product development. ...
http:/.../Research/ResearchHighlights/eCommerce/2000/11/news_analysis/NA_EC_LJT_11_02_00_1.asp - 10k
Summary: Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for

Professional Services Are Catching-up With CRM
by Kevin Ramesan
... services CRM space with vertical functionality targeted to financial services, legal ...
InterAction 5 is fully integrated to the Microsoft outlook interface which ...
http:/.../Research/ResearchHighlights/Crm/2003/05/news_analysis/NA_CR_KR_05_28_03_1.asp - 14k
Summary: The CRM market is shifting. Instead of looking for an all-purpose and horizontal oriented CRM application, customers are seeking a more specialized and industry specific tool. From the larger organization to the smallest customers, CRM buyers are expecting their applications to follow their business mode

Will A Big Fish's Splash Cause Minnows' Flush Out Of The CRM Pond?
by P.J. Jakovljevic
... First Albany Corporation acted as financial advisor to Applix in connection with ...
on its technical infrastructure, evidenced by over 90 million Outlook and over ...
http:/.../Research/ResearchHighlights/Crm/2003/03/news_analysis/NA_CR_PJ_03_10_03_1.asp - 21k
Summary: While Microsoft’s zeal to deliver a market-ready CRM product may speak to the CRM market’s attractiveness, Applix’ exit may, on the other hand, indicate that the niche CRM vendors without a clear differentiating value proposition have not much to look for there in the long run.

Vendor Feels the Heat in Hot Product Lifecycle Management Market
by Michael Bittner
... Given the analyst community's rosy outlook for the PLM market, it is not ... For example,
in its fiscal year (FY)2006 first quarter financial report, Parametric ...
http:/.../Research/ResearchHighlights/PLM/2006/03/research_notes/VN_PL_MB_03_09_05_1.asp - 13k
Summary: The product lifecycle management (PLM) market is expected to experience double digit growth through 2008, driven by market dynamics like outsourcing and global product development. However, not all PLM software vendors are riding this wave of PLM market growth and profitability.

Epicor Conducts Its Own ROI Acquisition Rationale
by P.J. Jakovljevic
... the vendor provided revised guidance for the second half of 2003 and an outlook
for 2004 revenue and earnings estimates when it reported its financial Q2 2003 ...
http:/.../Research/ResearchHighlights/Erp/2003/08/news_analysis/NA_ER_PJ_08_22_03_1.asp - 15k
Summary: Given the

Microsoft Convergence 2003 portrayed an Enterprise Solutions ...
by Kevin Ramesan
... Microsoft integration's masterpiece was clearly Microsoft Outlook. ... to help primarily
small and midmarket companies with their financial management, analytics ...
http:/.../Research/ResearchHighlights/Crm/2003/05/news_analysis/NA_CR_KR_05_02_03_1.asp - 13k
Summary: Microsoft Convergence 2003 provided a perfect learning experience to appreciate the overall Microsoft Business solutions and the directions that Microsoft intends to take. To that end the word 'convergence' was not an element of pure fate but rather a portrayal of integration between Microsoft back and f

A Single Software Solution That Enables Business Process ...
by P.J. Jakovljevic
... that data to all the relevant people, products, customers, workflow, and financial
transactions ... The workflow integrates with Outlook, which is used for external ...
http:/.../Research/ResearchHighlights/ERP/2006/01/research_notes/VN_ER_PJ_01_11_06_1.asp - 22k
Summary: By focusing on improving and optimizing the processes instead of only the departments, any user company should be better aligned and prepared to take on the challenges ahead.

Major Vendors Adapting to User Requirements
by P.J. Jakovljevic
... monitoring scenario, purporting to provide managers with access to the financial
data they ... within a drop-down list) in the context of the Outlook calendar. ...
http:/.../Research/ResearchHighlights/ERP/2006/03/research_notes/VN_ER_PJ_03_28_06_1.asp - 19k
Summary: SAP and Microsoft have finally realized that their products will increasingly be evaluated by how well they interconnect, how flexible they are, and how intuitive their user interfaces are. However, these trends have already been incorporated by lesser-known vendors.

Hosted versus On-premises Customer Relationship Management
by Richard R. Smith
... release of Microsoft Dynamics CRM 3.0, with its native Outlook client, extensive ...
to quickly implement complex customer (CRM) and financial (enterprise resource ...
http:/.../Research/ResearchHighlights/CRM/2006/07/research_notes/MI_CR_XRS_07_07_06_1.asp - 15k
Summary: The dot-com revolution has left few impressions as significant as the hosted software phenomenon. In fact, its success has caused many organizations with reservations about hosted solutions to think twice. So what exactly are its advantages and disadvantages?

Latest Development on Epicor's Trying The Divestiture Tack
by P.J. Jakovljevic
... On May 2, Epicor, reported its financial results for the first quarter ... competencies,
increasing shareholder value and enhancing its long-term growth outlook. ...
http:/.../Research/ResearchHighlights/BusinessApplications/2001/06/news_analysis/NA_BA_PJ_06_05_01_1.asp - 15k
Summary: Even as TEC analyzed Epicor's sale of its Impresa for MRO division, Epicor announced the sale of its Platinum for Windows (PFW) product line. Plagued by depleted revenues and continued hefty losses amid a difficult market situation, Epicor is trying to pull some other beleaguered competitors' trick - the

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