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CRM for the Finance and Banking Industry - Part 1
How many different systems does a bank employee use when changing a customer’s contact information? The last time I moved and had to change my address, the bank

banking crm  industries, and finance and banking is one of them. Oracle offers its CRM On Demand Financial Services Edition ; and Ciber , a major Microsoft value-added reseller (VAR), adapted Dynamics for the financial and insurance market. CDC Software offers Pivotal CRM for finance ; and EZ Data also has a product created for this industry, but the company was recently acquired by EBIX Inc. In a future blog post, I will talk about the different offerings of the CRM vendors that tried to create products for finance Read More...
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...
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Documents related to » banking crm


SAP Gives in to CRM (Part Time) Matrimony
On May 2, SAP AG, the leading provider of enterprise software applications, announced a strategic alliance with Nortel Networks to develop and integrate

banking crm  business needs of the banking, insurance, high-tech, and communications industries, the combined solution will provide a single view into a broad, rich set of company and market information, processes, relationships and interactions among companies, suppliers, partners, and customers. Nortel Networks and SAP will provide businesses with the ease and flexibility required to build mutually loyal relationships beyond the walls of a single organization, said Tony Zingale, president, Clarify eBusiness Read More...
Sword Ciboodle-One More BPM-Centric CRM Provider
What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve

banking crm  insurance, retail energy, retail banking, and retail consumer goods) consist of some renowned brands and leading companies (e.g., Sears, Sony, Eskom, Bally Total Fitness, Standard Bank, CAPITA). In the case of the aforementioned Sears deployment, the product’s capabilities include Service Desktop, Case Handling, Campaign Execution, Dashboards, Customer Profile, Cross Sell, Inquiry Management, Unified Interaction History, and Customer Profile. The implementation also includes integration with Avaya , Read More...
(Forgotten) CRM and ERP Kingdoms in the Making?
Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona

banking crm  on financial services, insurance, banking, credit unions, telecommunications, and any organization with a strong emphasis on service and support, and the help desk. Consona CRM customers have thus far primarily been interested in a CRM solution that adapts to their business, infrastructure, market changes, and evolving customer requirements. Their IT department is typically substantial and involved, and the Microsoft platform is the preference in the enterprise. The aggressive merger and acquisition Read More...
Finance and Banking
Some of the major challenges faced by the finance and banking industry today include global economic conditions, new technology trends for financial services

banking crm  and Banking Some of the major challenges faced by the finance and banking industry today include global economic conditions, new technology trends for financial services, and innovative business processes and services. The finance and banking industry represents a vital economic sector for every country. This industry is generally a reliable thermometer of regional and global economic conditions, due to the fact that it manages a major part of all financial transactions. Read More...
SYSPRO CRM
SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are

banking crm  CRM SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share Read More...
Exactus CRM
EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service

banking 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...
Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions
The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true

banking crm  of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make Read More...
C2 CRM


banking crm  CRM Read More...
Pivotal CRM
Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes

banking crm  CRM Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales force, marketing, and service automation.   Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any Read More...
Soffront CRM
The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales

banking crm  CRM The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM. Read More...
How ERP and CRM Solutions Can Save You Money
Simply visit microsoft's dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

banking crm  ERP and CRM Solutions Can Save You Money Business people want to know: What can I do to help my company save money during this economic downturn? How can I make business better? Perhaps you are asking the very same questions. One thing that's worked for many small and midsized companies is to use Microsoft Dynamics ERP and CRM software. It's enabled them to increase their companies' efficiencies, reduce their costs, and strengthen and grow their businesses—all during tough economic times. And you Read More...
Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?
When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of

banking crm  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. Should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting Read More...
Saleslogix CRM Best Practices Guide
Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

banking crm  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the Sal Read More...

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