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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...
 

 crm and social networking


CRM and Social Networking: Engaging the Social Customer


crm and social networking  and Social Networking: Engaging the Social Customer

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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

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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 » crm and social networking

Social CRM: Customer Relationship Management in the Age of the Socially-empowered Customer


Most of your customers and prospects expect you to be involved in social media—and they’ll be more likely to do business with you if you are. So how do you expand your customer relationship management (CRM) strategy to engage social customers, and gain their trust? Discover how to integrate Web 2.0 social media tools and strategies into your traditional CRM efforts for better, more meaningful customer relationships.

crm and social networking  | CRM Analytics | CRM and ERP | CRM Application | CRM Applications | CRM Architect | CRM Architects | CRM Architecture | CRM Articles | CRM Association | CRM Basics | CRM Benchmarking | CRM Benefits | CRM Best Practice | CRM Best Practices | CRM Best-pratices | CRM Blog | CRM Business Process | CRM Business Solutions | CRM Challenges | CRM Checklist | CRM Company | CRM Comparision | CRM Comparisions | CRM Comparison | CRM Competitive Advantage | CRM Corporate | CRM Customer | CRM Customer Relationship | 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.

crm and social networking  worse than investing in CRM and having no one show up. Too many CRM projects fail due to poor user adoption. After all, technology is only as good as the people who use it. To ensure that people do use your CRM system, it must be easy to use, accessible, and scalable, and significantly enhance productivity, efficiency, and visibility. On-demand CRM solutions that are delivered via a Web browser encourage adoption by replicating the familiar point-and-click interfaces of popular consumer Web sites, where Read More

The Lesser-Known (Social) Facts about Microsoft Dynamics CRM


With the continued success of Microsoft Dynamics CRM, one wonders how the company can continue to provide innovative products and dominate the CRM market? TEC principal analyst P.J. Jakovljevic talks with the CRM product manager on how the product’s lesser-known facts, including new social collaboration and customer service capabilities, meet customers’ changing needs and sustain the product’s stronghold of the CRM market.

crm and social networking  customers use Microsoft Dynamics CRM and SharePoint in tandem, partly due to SharePoint’s Web site and portal capabilities.   Meet the 2011 Release In early 2011, Microsoft brought significant innovation and value to its customers with the launch of Microsoft Dynamics CRM 2011 worldwide. This was another significant milestone for the Microsoft Dynamics CRM program, which has been delivering innovative products to customers since early 2002 and significantly impacting the market, in the following ways: Read More

Don’t Get Left behind: A Reality Check on Social Networking and Customer Relationships


Web 2.0 and social networking tools and trends are having a huge impact on business today. But to realize the benefits of social networking, you need to understand the roles and expectations of your customers, and how to use those tools to position your company appropriately. Get tips on how to empower your customer engagement with Web 2.0 and customer relationship management (CRM) 2.0 social networking tools.

crm and social networking  and customer relationship management (CRM) 2.0 social networking tools. Read More

Oncontact CRM


Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits.  

crm and social networking  a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits. Read More

The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

crm and social networking  Forrester Wave: CRM Suites for Large Organizations, Q2 2010 In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered. Read More

Soffront 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.  

crm and social networking  defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM. 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.

crm and social networking  value that both hosted CRM and Workflow truly offers. This paper is divided into eight sections: What is Workflow What Workflow is not A Simple Example of Workflow at Work The Benefits to Your Company The Benefits to Your Customer Service and Sales Staff as well as your Customers The Six Essential Elements of Workflow in a hosted CRM Application Key Workflow Terminology You Must Understand Where to Start Your Planning Process What is Workflow Workflow is the automation of your business processes through Read More

Top Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM




crm and social networking  Ten Reasons Why Your CRM Should Be Microsoft Dynamics CRM Read More

Enterprise On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for businesses.

crm and social networking  On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for businesses. Read More

Extending CRM Concepts in ERP Systems


If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the "CRM concept" really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know.

crm and social networking  CRM Concepts in ERP Systems If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the CRM concept really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know. Read More

SMB Team On-Demand CRM Comparison Guide


This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses.

crm and social networking  Team On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses. Read More

Top CRM for Financial Services


To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software decision support s...

crm and social networking  you can visit TEC's CRM Evaluation Center and get an idea of the best-fit CRM solutions for your company in practically minutes. It's fast, it's free, and you'll get the results immediately . Click here for your own custom CRM for financial services software comparison. * The Rolls Royce of decision-making tools—ZDNet   For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: +1 514-954-3665, ext.367. Read More