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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 consultancy


Touchstone CRM Ltd
Touchstone is a business software and services company, we provide integrated business software and consultancy services to mid-market and enterprise

crm consultancy  CRM Ltd Touchstone is a business software and services company, we provide integrated business software and consultancy services to mid-market and enterprise organisations. Touchstone have been working with Microsoft Dynamics CRM for 7 years, are a Gold certified Microsoft Partner and have had the largest dedicated consulting team in the UK focused on Microsoft Dynamics CRM.

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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 consultancy

Global IT Evaluator Teams Up with Leading, National Consultancy to Help Businesses Compare Software Better


Access Enterprise Solutions (AES) and Technology Evaluation Centers (TEC) announce the launch of a new alliance that will provide customer-centric, locally focused, value-added business solutions for those seeking IT and ERP functional and technical expertise, supported by impartial analyst-vetted software selection assessments.

crm consultancy  ( http://erp.technologyevaluation.com ), SCM, CRM, business intelligence, and outsourcing, to financial, health services, RFID, and open source, TEC’s network of knowledge bases, with data vetted by its analysts, continues to expand in keeping with the growing needs of the enterprise IT professional. Over 400,000 global subscribers turn to TEC for research and analysis via its daily newsletter, and refer to its extensive archive of articles and white papers. About Access Enterprise Solutions (AES) Read More

eLoyalty Enhances Its Field Service And Logistics Services


eLoyalty, a CRM strategy and implementation consultancy, recently partnered with ServicePower to enhance its Field Service and Logistics practice. ServicePower is a small vendor that develops dispatch optimization software. eLoyalty will use ServicePower’s software to incorporate dispatch optimization and other aspects of Field Force Automation into their CRM services.

crm consultancy  on specific aspects of CRM such as Marketing, Internet, and Operations. Its Field Service and Logistics practice focuses on effective utilization of the field service staff; the goal is to improve customer satisfaction while simultaneously making the best use of field service resources. Knowledge management resource selections and dispatch optimization are the primary technologies eLoyalty employs to ensure that service representatives have the right skills and resources at the right place at the right 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 the customer experience by improving customer-facing processes. TEC principal analyst P.J. Jakovljevic reviews the vendor’s key offerings and sits down with Ciboodle’s VP of product and market strategy to discuss the company’s challenges, strategies, and technologies.

crm consultancy  a collaborative, community-based social CRM software that enables organizations to create social communities, including forums, blogs, discussion boards, and question and answer (Q&A) threads. Companies are hereby able to join forces with their customers, and empower them to collaborate and interact with each other, and even work on the service provider’s behalf. Figures 12 and 13 illustrate how Ciboodle Crowd can enable a service company to not only monitor mentions across social media channels, but Read More

Case Study: In Search of a Comprehensive CRM System


The Glazer-Kennedy Inner Circle is a well-known sales and marketing consultancy. The marketing strategists were seeking a customer relationship management (CRM) system, not only for their growing business, but for all their clients. The challenge: “I genuinely dislike computers. I refuse to use e-mail, surf the Web, use a cell phone, let alone deal with software programs.” (Dan Kennedy, co-founder of Glazer-Kennedy)

crm consultancy  Search of a Comprehensive CRM System The Glazer-Kennedy Inner Circle is a well-known sales and marketing consultancy. The marketing strategists were seeking a customer relationship management (CRM) system, not only for their growing business, but for all their clients. The challenge: “I genuinely dislike computers. I refuse to use e-mail, surf the Web, use a cell phone, let alone deal with software programs.” (Dan Kennedy, co-founder of Glazer-Kennedy) 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 consultancy  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

Choosing the Best CRM for Your Organization


It’s no secret that there is a bevy of deployment options available with most customer relationship management (CRM) solutions today—ranging from customized to out-of-the-box. But with choice comes complexity. In order for CRM buyers to choose wisely, they must find a deployment approach that best matches their needs while delivering superior performance, application integration, and functionality. Find out how.

crm consultancy  the Best CRM for Your Organization Choosing the Best CRM for Your Organization If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oracle has been helping customers like you manage your business systems and information with reliable, secure, and integrated technologies. Source : Oracle Resources Related to Customer relationship management (CRM) : Customer relationship management (CRM) (Wikipedia) Choosing the Best CRM for Your 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 consultancy  CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier, 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 consultancy  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

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

crm consultancy  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

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)


Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The

crm consultancy  Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I) Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The protagonist of the story is 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.

crm consultancy  step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections 5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Aplicor delivers Web-based CRM , ERP and accounting software to global midmarket and enterprise organizations. Unique strengths include an intuitive user interface to promote a positive user experience, Source : Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection


Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

crm consultancy  And Cost Of A CRM Selection Mitigating Drawbacks Through The Use Of A Knowledge Base Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. With regard to technology selections, TEC describes a knowledge base as having three components: First , a comprehensive set of functional and technical criteria covering every functional area of an enterprise application (in this case, CRM). Second , a set of vendor ratings for the criteria on the vast majority of Read More

CRM Buyers Guide


CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs.

crm consultancy  The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs. Read More

Tata Consultancy Services


Tata Consultancy Services (TSC) is an IT services, business solutions, and outsourcing organization that caters to global businesses. TCS employs over 120,000 IT consultants in 42 countries. The Company is listed on the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) in India. TCS is a part of the Tata Group, one of India's largest industrial conglomerates. TSC has offices in over 20 cities in India, and in countries around the world.

crm consultancy  Consultancy Services Tata Consultancy Services (TSC) is an IT services, business solutions, and outsourcing organization that caters to global businesses. TCS employs over 120,000 IT consultants in 42 countries. The Company is listed on the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE) in India. TCS is a part of the Tata Group, one of India's largest industrial conglomerates. TSC has offices in over 20 cities in India, and in countries around the world. Read More