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More Banks Turning to Microsoft Dynamics CRM
While the pundits’ assertions that Microsoft is losing its relevance and innovation mojo continue to swirl, especially with an impending CEO change, there are

crm financial institutions  In essence, Microsoft Dynamics CRM can help financial institutions become a trusted advisor for their clients by improving customer retention, adding new customers, and improving advisor productivity. A recent post on Microsoft’s Executive Insight blog  talks more about how the UK’s Metro Bank , Hungary’s MKB , Volkskreditbank AG (VKB) of Austria, and ABN AMRO Bank of the Netherlands are redefining how they engage with customers and delivering exceptional customer experiences with Microsoft 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 » crm financial institutions


GE Money Finds Successful Reporting in the Simplicity of SAS
In business, much depends on the timeliness of report¬ing. But one of the largest financial institutions in the Czech Republic was struggling in this regard

crm financial institutions  Money Finds Successful Reporting in the Simplicity of SAS In business, much depends on the timeliness of report¬ing. But one of the largest financial institutions in the Czech Republic was struggling in this regard. “We had been working on a single report for about one month and were facing two ways out: request the report from IT, or outsource the reporting to an external supplier.” Find out how GE Money dramatically reduced reporting times with an automated reporting solution from SAS. Read More
French Government awards ERP contract to Peoplesoft
On October 29, The French government awarded PeopleSoft the first contract of its Accord Mission - a project to integrate computing across all state departments

crm financial institutions  Government awards ERP contract to Peoplesoft Event Summary On October 29, the French government awarded the first contract of its Accord Mission, a project to integrate computing across all state departments. The first project will see 15 ministries install an accountancy package from Peoplesoft, in conjunction with Sequent and French systems integrator, Steria. The three companies beat off competition from SAP with PriceWaterhouseCoopers, and Oracle with Cap Gemini. The government declined to put a Read More
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

crm financial institutions  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 and banking. Read More
TEC Industry Watch: Enterprise Software News for the Week of May 21st, 2012
SOFTWARE SELECTED, IMPLEMENTED, AND PUT TO GOOD USEHorticultural tools distribution business goes live with Sage ERP X3Industry tags: wholesale and retail

crm financial institutions  in use, such as CRM, inventory management, EDI, production scheduling, and dock scheduling. Deacom ERP supports all the company’s requirements and provides the desired reporting and data visibility and extraction capabilities. —Aleksey Osintsev, TEC Research Analyst TEC profile for Deacom ERP Compare ERP software for process manufacturing now! Press release Hargreaves Services upgrades to Sage ERP X3 Industry tags: manufacturing, distribution Hargreaves Services is a longstanding Sage 500 ERP Read More
Oracle Financial Analytics
Oracle Financial Analytics helps front-line managers improve financial performance with complete, up-to-the-minute information on their departments' expenses

crm financial institutions  Financial Analytics Oracle Financial Analytics helps front-line managers improve financial performance with complete, up-to-the-minute information on their departments' expenses and revenue contributions. Read More
CRM 101
Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM?CRM is more than a software application

crm financial institutions  . What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation and ongoing programs with the appropriate organizational framework. CRM also includes sales force automation (SFA), customer service and support, and enterprise marketing management. Top Benefits of CRM CRM provides you with 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

crm financial institutions  CRM Is So Hard and What To Do About It: Data is key to making CRM work Introduction Over the next five years, companies will spend $150 billion to reinvent sales, marketing and service. Customer relationship management (CRM) is the hub of this turning wheel, and data is the axle. It's why Gartner calls managing customer-related data the number one obstacle to getting a return on CRM investments. To fully exploit the power of CRM, and to realize its much-hyped promise, organizations must first recognize Read More
CRM for Manufacturing vs. Regular CRM
A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and

crm financial institutions  for Manufacturing vs. Regular CRM A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with more information on these products. Why do Manufacturing Companies Need a Read More
Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation
Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of

crm financial institutions  New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should Read More
YOur CRM Solution in Our 2011 CRM Buyer's Guide
Find out about listing andsponsorship options. To learn more aboutsponsorship opportunities, please complete this brief questionnaire or contact us...

crm financial institutions  CRM Solution in Our 2011 CRM Buyer's Guide YOur CRM Solution in Our 2011 CRM Buyer's Guide Here's your chance to highlight your CRM solution to more than a million sales, marketing, and finance executives with the 2011 TEC Customer Relationship Management (CRM) Buyer's Guide*. Don't miss this unique opportunity to reach our large, targeted IT audience Promoted to more than a million TEC members and newsletter subscribers—and sent to thousands of qualified companies that have evaluated CRM software Read More
CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born
Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond

crm financial institutions  includes the components of CRM software that interact with the Back Office applications (such as ERP, SCM, and e-Procurement) in order to get product moving ; it includes all of the business intelligence to automate or help facilitate the daily tasks of the Service, Marketing, and Sales teams, and to move information between them, and out to the Logistics and Financial folk; it also facilitates the flow of information to and from the forces in the Field, both Sales and Service. In a simple way, you can Read More
Customer Relationship Management (CRM)
Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company

crm financial institutions  Relationship Management (CRM) Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, Read More
Financial Analysis Clears the “Profit Haze”
Designed to be agile and dependable, financial analysis solutions can bring clarity to the reasons behind your company’s growth, and help steer you toward

crm financial institutions  include customer relationship management (CRM) , supply chain management (SCM) , and enterprise resource planning (ERP) . The path to creating these applications is well trodden: gather business requirements, translate the business requirements into functional requirements, design and build the solution, test the solution, and deploy it. Success in these projects is defined by on-time, on-budget delivery of the originally specified solution. A change in requirements partway through the project, Read More

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