X
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

CRM for Financial and Insurance Markets
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&n...
 

 application of crm


How to Choose a Hosted CRM Application for SMBs
While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer

application of crm  start-up) was an on-demand application which went out of business in 2002. Since then, acceptance of SaaS CRM has reached a point where the delivery model is no longer an issue. Competition for market-share in the mid-market CRM space has sizzled of late, with each vendor articulating their unique business value. In general, on-demand / SaaS delivery models will deliver quick ROI in terms of: Ease of use Rapid deployment Simplified configuration & customization tools Low cost of entry & ownership

Read More


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 Respons... Get this template

Read More
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

CRM for Financial and Insurance Markets
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&n...

Documents related to » application of crm

Three Es of CRM


With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate themselves from the competition. Customer relationship management and enterprise resource planning technologies play a critical enabling role.

application of crm  and realized through intelligent application of technology. Implementing TSC's 5-Step Action Plan To drive the change required to deliver the three E's- experience, execution and equity-an enterprise champion must be identified: one who is pragmatic, passionate, diplomatic, results-driven, competitive and analytic, with a predisposition to taking a market/ customer perspective. In first-phase CRM initiatives, that champion was likely the CMO, VP of Customer Service, VP of Sales or perhaps the CIO, as the Read More

CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM


Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success and failure to emerge from the same initiative. Clearly defining the objective, implementing holistic best practices, and ensuring that senior management understands CRM as a business strategy can help maximize a CRM investment.

application of crm  perspective could focus on application functionality and reliability. Project management emphasis could be on budget and schedule. User's focus on the friendliness of the interface and the ability to meet personal goals. Functional management is oriented to meet goals and stay within budget. Senior management tends to focus on profit and budget levels and may or may not view CRM as a business strategy. If we have an initiative whose objective is murky and we have vendors and user organizations with Read More

Comparison of ERP and CRM Markets' Life cycle Snapshots


Today's enterprise applications are required as a matter of course to address more than the processes taking place within the walls of an enterprise. Almost all traditional ERP vendors (small and big alike) had to experience a wake-up call and have long been trying to expand their product offering in tune with the ever-changing trends and requirements of the new collaborative economy. The need for providing a full, comprehensive CRM suite rather than an individual solution or a bundle of point solutions for each distinct CRM area remains firm, and will urge further market consolidation.

application of crm  and developed a CRM application atop of it. Nonetheless, Siebel's forays into hosting will have also raised the bar through embedded workflow, embedded analytics, built-in connections to back-office systems, and the provision to migrate or upgrade to the on-premise application. As a response to the challenge, Salesforce.com, which offers its on-demand CRM application to more than 8,400 customers and 110,000 users in over 70 countries via a web interface, very recently announced its Winter '04 edition. Read More

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

application of crm  Force. com Builder, this application tracks Altium s inventory of electronic components such as capacitors, resistors, and diodes and maps each component to a series of purchase items from various suppliers, as well as to a series of electronic models such as 2-D printed-circuit-board footprints, 3-D models, and schematic symbols. Customer Request and Campaign Management. Developed with salesforce.com s AJAX toolkit, this application allows customers to request downloads, product orders, support cases, Read More

The Case of A Boutique Vendor's Benefits of Focus - IRM Corporation


A tightly focused vendor, IRM Corporation, has fine tuned its products, services, its sales process and even its commercial terms to match the realities of its sole market – food manufacturers who sell to the foodservice and vending markets.

application of crm  fully understand what the application does, how it looks and how the users will interact with the system. Second the financial risk is minimized by both the low monthly cost and a contract that is extendable on a month-to-month basis. Not only is the money at risk reduced, but also no long-term commitment is required. With IRM's sales process and terms, our observation is that it is lower risk and lower cost to actually sign up with IRM than to conduct a traditional evaluation. Further, quick payback and Read More

Types of Project Management Communication: Part One of a Three-part Series


As with almost every business activity, the importance of communication cannot be overstated when managing projects. Examining the various phases of project management, it’s easy to see the importance of all types of communication at each phase. By taking a closer look at the main phases of project management listed below, we will discuss strategies to obtain both internal and

application of crm  of Project Management Communication: Part One of a Three-part Series As with almost every business activity, the importance of communication cannot be overstated when managing projects. Examining the various phases of project management, it’s easy to see the importance of all types of communication at each phase. By taking a closer look at the main phases of project management listed below, we will discuss strategies to obtain both internal and external customer satisfaction. In order to achieve thi Read More

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

application of crm  in a Hosted CRM Application A Process Engine: This is central to the concept of workflow - it executes the business process as defined by user. Further, the engine should track progress continuously and ensures that the correct sequences of process steps are followed as dictated by business rules. Usability and Process Definition: A non-technical business user should be able to define business processes in terms of work queues, thresholds, and the business rules of the process that are then executed by Read More

Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

application of crm  CRM Document Library —an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document Library ensures correct document versioning and allows users to collaborate on document creation and revision. The release also includes the option Read More

Exactus CRM


EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base.  

application of crm  CRM EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base. Read More

5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

application of crm  top of other CRM application costs, and that does not include the cost of standard training fees. It boils down to the fact that consumers have to be in a buyer beware mode when dealing with a CRM vendor. Isn't this the opposite of customer-focused? Step 4 - Try to find out the value If you look closely enough, you will notice that all of the CRM vendors seem to banter around various reports and white papers that skew the end number statistics in their product's favor. Just pop on over to any of Read More

Why CRM Is So Hard and What To Do About It: Data is key to making CRM work


Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization.

application of crm  the most popular software application of its time. For more information go to www.wheelhouse.com . Read More

In Defense of Data Centers: The Positive Role IT Can Play in the Greening of Business


Corporate concern for the environment is no longer just an issue of compliancy. Businesses are becoming increasingly concerned about how much energy is required by their IT operations, especially by their data centers. Greening IT starts in the data center: find out how data center consolidation—and other solutions—can help you reduce energy consumption, and even increase productivity and efficiency.

application of crm  Defense of Data Centers: The Positive Role IT Can Play in the Greening of Business Corporate concern for the environment is no longer just an issue of compliancy. Businesses are becoming increasingly concerned about how much energy is required by their IT operations, especially by their data centers. Greening IT starts in the data center: find out how data center consolidation—and other solutions—can help you reduce energy consumption, and even increase productivity and efficiency. Read More

Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM 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, product analysis, and in-depth analyst commentary.

application of crm  CRM 12: CRM Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM 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, product analysis, and in-depth analyst commentary. Read More

NetSuite CRM+: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

application of crm  CRM+: Customer Relationship Management (CRM) Competitor Analysis Report This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important Read More