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...
 

 crm culture non profits


How to Embrace CRM and Make it Succeed in Your Organization
Customer relationship management (CRM) is growing in importance as a competitive tool. However, a successful CRM solution must consider many factors, including

crm culture non profits  CRM Work? A Successful CRM Solution Integration is Key Importance of Real-Time Integration A Typical Case Scenario Summary Glossary of Terms Introduction The concept of Customer Relationship Management (CRM) is not a new one. Slogans, such as The customer is always right, and The customer is king, have long permeated the culture of many companies cognizant of the importance of their customer base as sources of future business. Today, however, as competitive pressures multiply, the concept of Customer

Read More


ERP for the Services Industry (Non-manufacturing) RFI/RFP Template

Portfolio and Project Management, Resource Planning and Scheduling, Opportunity, Contact, and Contract Management, Time and Expense Management, Financial Management, Budgeting, Costing, and Billing... 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 » crm culture non profits

TEC Lean and Green Manufacturing Buyer’s Guide


While the need for sustainable development is affecting how organizations do business, the idea of environmental and corporate responsibility as value drivers is still relatively new. Many companies are just beginning to adopt an approach that provides measurable results. Learn how reducing waste and creating efficiencies within your company can make a difference to the environment, the economy, and your bottom line.

crm culture non profits  to Roderick. Our previous CRM was Goldmine, Roderick said. That's a fine Rolodex, but IFS Sales and Marketing allows a much more efficient transfer of information by customer and by contact. The fact that customer records are integrated with back-end manufacturing, e-commerce, and other tools allows us to manage our growing customer care organization. The fact that customer records are integrated with back-end manufacturing, e-commerce, and other tools allows us to manage our growing customer care Read More

Reducing Turnover and Managing Change: How Retailers Can Benefit from a New Approach to Training and Talent Management


This paper examines how a talent management system (TMS) that integrates learning, performance management (PM), compensation, development, and succession planning can make a bottom-line difference in a retailer’s ability to reduce turnover, manage change, and achieve strategic goals. It also examines how retailers are using software-as-a-service (SaaS) solutions to make optimum use of budgetary and staff resources.

crm culture non profits  Cost of Ownership | CRM Technologies | SaaS Operating Principles | SaaS Key Elements | Plateau System White Papers | Plateau Provider Licenses | Plateau's Multi-tenant Architecture | Plateau Career and Succession | Software-as-a-Service Implementation | Plateau SaaS Solution | Plateau Systems | about Plateau | Plateau Talent Management Suite | Plateau Learning | Plateau Compensation | Plateau Performance | TEC SaaS White Papers | Technology Evaluation Centers Software as a Service White Papers | Hazard Read More

New-world Value: The Strategic Impact of Business Application Suites in Today’s Corporate Environment


The concepts of return on investment (ROI) and total cost of ownership (TCO) have been used for decades in enterprise evaluations of IT investments, including enterprise resource planning (ERP) systems. However, with the emergence of important new technological advances, executives are now expanding these traditional formulas to account for new opportunities. Learn more about their new methods for measuring ERP value.

crm culture non profits  functionality Sales/Revenue growth 8.50 CRM High Reach new customers 8.43 CRM, Analytics High Improve customer service 8.36 ERP, CRM High Increase profit margins 8.10 ERP, SCM, SRM High Sell more to existing customers 7.92 ERP, Analytics High Increase market share 7.85 ERP, SCM, CRM Moderate Manage budgets 7.62 ERP, Analytics Moderate Bring new products and/or services to market faster 7.42 ERP, SCM Moderate The good news is that technologies such as SOA and new release strategies enable enterprises to Read More

Best Software Delivers More Insights To Its Partners (As Well As To The Market) Part Four: Market Impact Continued


Sage Group's decision to finally group its plethora of enterprise-level applications in North America under the Best Software brand in 2002 emanated from the company's ability to deliver highly integrated components, and to weave a unified story around this concoction of products, many of them with best-of-breed traits.

crm culture non profits  for the rookie' Microsoft CRM product, MBS has very little users' feedback so far, whereas its VARs that will implement it, although being numerous, do not have many CRM experts and much CRM implementation experience, which is quite the opposite in SalesLogix' case of over 500 seasoned resellers. As a matter of fact, Best is hoping to vicariously benefit from increased CRM awareness that its foe Microsoft has recently been generating for its up and coming Microsoft CRM product. This concludes Part Four Read More

Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

crm culture non profits  CRM Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective. 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.  

crm culture non profits  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

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 culture non profits  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. Read More

The Benefits of Selecting a CRM Implementation Partner


As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

crm culture non profits  Benefits of Selecting a CRM Implementation Partner Harvest Solutions offers consulting services to help you select and implement your company's CRM system. Throughout our many years of experience in the CRM industry we have created a methodology for designing and implementing CRM systems which leads to successful outcomes for our clients. Source: Harvest Solutions Resources Related to The Benefits of Selecting a CRM Implementation Partner : Customer Relationship Management (CRM) (Wikipedia) The Read More

The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

crm culture non profits  quick to implement, cost-effective CRM solutions that enable you to better serve your customers and prospects. Source : Oncontact Software Resources Related to The Real Challenge of CRM: Employee Buy-In : Customer Relationship Management (CRM) (Wikipedia) The Real Challenge of CRM: Employee Buy-In CRM System is also known as : Best CRM System , Best CRM Systems , Business CRM Software , Business CRM Systems , CRM Applications , CRM System Companies , CRM Best Practices , Integrated CRM System , CRM Read More

Integrative CRM Enhances Midsize Business Agility and Performance


Customer relationship management (CRM) is more feasible and affordable than ever for midsize businesses. Learn what it takes to build a successful program in this report.

crm culture non profits  CRM Enhances Midsize Business Agility and Performance Customer relationship management (CRM) is more feasible and affordable than ever for midsize businesses. Learn what it takes to build a successful program in this report. 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 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 it lucrative for smaller businesses.

crm culture non profits  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

SAP CRM


SAP CRM has been used in over twenty-five industries including automotive, chemicals, consumer products, professional services, high tech, and wholesale distribution. Its features include partner channel management, marketing, sales, professional services, interaction center management, real-time offer management, web channel management, trade promotion management, and business communication management.  

crm culture non profits  CRM SAP CRM has been used in over twenty-five industries including automotive, chemicals, consumer products, professional services, high tech, and wholesale distribution. Its features include partner channel management, marketing, sales, professional services, interaction center management, real-time offer management, web channel management, trade promotion management, and business communication management. Read More

Selling Smarter with CRM


CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper examines several such tools and how they can be effectively used with multiple business models and businesses of any size.

crm culture non profits  Smarter with CRM CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper Read More

NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

crm culture non profits  those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution. Read More