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Why BI Is Ripe Now for Businesses of Any Size
Businesses of all sizes need real insight into operations and customers@to do their planning, forecasting, modeling, and adjusting based on data that’s current,

crm for financial planners  In addition, the Oracle CRM system enables the company to view deals in all phases of their development and to build out financial reports and dashboards that are tied directly into sales and marketing. As for BI and EPM solutions for customers, Collison points to the dynamic reporting of research results - and the ability for customers to generate their own reports - as well as the improved availability of data and the enhanced presentation of data. The visual benefits sell themselves, Collison says. 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 for financial planners


TEC Industry Watch: Enterprise Software News for the Week of May 7th, 2012
SOFTWARE SELECTIONS AND GO-LIVESLos Angeles County selects SAS to provide analytics services and applicationsIndustry tags: BI/business analytics

crm for financial planners  the customer relationship management (CRM) system you use. Kentico has made this new connector available for clients of its current version, but the company plans to include it with its upcoming version 7 release. —Josh Chalifour, TEC's Director of Knowledge Services Evaluate Kentico in TEC Advisor by clicking here Buy a detailed report on Kentico functionality by clicking here More information about Kentico's Salesforce.com connector MODX releases update of its WCM Platform Industry tags: Read More...
TEC Industry Watch: Enterprise Software News for the Week of August 13, 2012
SOFTWARE SELECTIONSSwiss investment bank UBS selects cloud-based Oracle’s Fusion Human Capital ManagementIndustry tags: Finance and Banking

crm for financial planners  latest rapid-deployment solution is CRM for government citizen contact centers. SAP’s rapid-deployment solutions cover key process areas such as human resources, financials, sales and marketing, mobile, and cloud, and are loaded with pre-configured software, content, and services tailored to specific business needs. SAP states that the average timeframe for a typical rapid-deployment solution is less than 90 days. Fixed scope and costs are other great benefits of these solutions. For companies looking Read More...
TEC Industry Watch: Enterprise Software News for the Week of July 2, 2012
SOFWARE SELECTIONS AND IMPLEMENTATIONSD@K Engineering selects Aras Enterprise PLM software Industry tags: PLM, complex electromechanical products and equipment

crm for financial planners  business software world, as CRM vendors like SugarCRM and salesforce.com already offer Sugar Exchange and AppExchange . Beyond CRM, Microsoft has Dynamics Marketplace , and Sage offers a partner solution source . But for ERP only, these are rather the exceptions than the rule and it is good to see that SYSPRO is also launching its own app store. ERP users can greatly benefit, because they can use apps to enhance existing functionality without the need to acquire new modules, integrate with other Read More...
SAP Industry Solutions for Mid-market Companies
For over a decade, SAP has offered industry-specific applications, starting with oil and gas and utilities solutions. Media, insurance, chemicals, banking, and

crm for financial planners  mySAP ERP and mySAP CRM , as well as applications for user productivity and analytics, have all recently been designed with an industry perspective. Certainly, insights from SAP's core or standard developments, along with partner solutions, benefit all of SAP's industry units, and cover common business processes. But each industry has particular demands that cannot be met by generic solutions, and SAP thus invests in complementary programs, with the goal of a complete and integrated solution portfolio Read More...
Optimizing Financial Performance for a Competitive Edge
In addition to traditional duties like financial planning, reporting, and governance, chief financial officers (CFOs) and financial managers are being tasked

crm for financial planners  Financial Performance for a Competitive Edge Optimizing Financial Performance for a Competitive Edge If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Drive Performance with Financial and Operational Performance Management. SAP BusinessObjects enterprise performance management solutions can help you capitalize on the value of your corporate data, enabling your organization to become more agile and competitive by providing Read More...
Leveraging CRM for Midsize Company Growth
Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial

crm for financial planners  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More...
Financial Reporting-Who Needs It?
Solid financial reporting applications are as different from run-of-the-mill reporting tools as financial accountancy is from bookkeeping. Organizations

crm for financial planners  Reporting-Who Needs It? Solid financial reporting applications are as different from run-of-the-mill reporting tools as financial accountancy is from bookkeeping. Organizations routinely use common reporting tools to help with the technical processing of data (e.g., profit and loss reports, balance sheets, etc.) for the purpose of management accounting . And management can usually obtain whatever information they need for their internal decision making. But financial reporting tools can go beyond Read More...
SCM Software for Real World Manufacturing: A Case for Mission Critical Use
In an ideal world, we can have an exception free manufacturing operations. And for the most part, it will be a

crm for financial planners  Software for Real World Manufacturing: A Case for Mission Critical Use Introduction As any experienced production or operations manager will tell you, there is real challenge in manufacturing execution processes and that production planning and scheduling does not help. Everyday the manager comes across machines breaking down, bottlenecks in the production lines, human resource problems, wastage of time in machine changeovers, impossible product delivery deadlines, variable raw material quality, raw Read More...
Identifying the ROI of a Software Application for SCM Part 2: We Are Looking for the Vendor To Tell Us
Managers weighing an investment in software for supply chain face pressure to be right. Looking for a precise calculation of ROI often results in making an

crm for financial planners  the ROI of a Software Application for SCM Part 2: We Are Looking for the Vendor To Tell Us Identifying the ROI of a Software Application for SCM Executive Summary    The competitive environment for every industry grows increasingly intense. Fast, reasonably accurate information about the impact of a software investment decision grows more critical. Many decision-makers look for an exact forecast of return on investment (ROI) from the purchase of a supply chain management application. At least Read More...
IFS Applications (version 8.0) for ERP for the Mining Industry Certification Report
IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for the mining industry in the ERP Evaluation

crm for financial planners  Applications (version 8.0) for ERP for the Mining Industry Certification Report IFS Applications (v. 8.0) is TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for the mining industry in the ERP Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth Read More...
Navigator One for SAP Business One: ERP for SMB Competitor Analysis Report
The accounting and ERP for small and medium businesses (SMB) evaluation model targets functional requirements for a fully featured accounting solution. In

crm for financial planners  One for SAP Business One: ERP for SMB Competitor Analysis Report The accounting and ERP for small and medium businesses (SMB) evaluation model targets functional requirements for a fully featured accounting solution. In addition to supporting accounting requirements, it is applicable for those researching an ERP system suitable for small and medium businesses (SMB). It includes categories such as General Ledger, A/P and A/R, Payroll, Job and Project Costing, Multinational Accounting, Manufacturing Read More...
Growth Solutions for Data Storage: Meeting Needs Now and in the Future for Small Business
For business everywhere, the growth in the Internet has resulted in an enormous challenge to effectively and affordably manage, store, and archive digital files

crm for financial planners  Solutions for Data Storage: Meeting Needs Now and in the Future for Small Business For business everywhere, the growth in the Internet has resulted in an enormous challenge to effectively and affordably manage, store, and archive digital files. In small to medium businesses (SMBs), solutions to store and manage digital files are often on a PC server or external hard drive—which can limit growth. SMBs should look for a storage and file management solution that allows for incremental growth. Find Read More...

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