-
Abstract:
Mid-sized companies have the agility of small businesses, and are resource-rich enough to handle CRM implementation. However,
without comprehensive planning, attainable objectives, metrics, and check points mid-sized companies will not realize success
and full potential from their CRM system. (...)
Excerpt related to
crm for investment management:
Mid-sized companies have the agility of small businesses, and are resource-rich enough to handle CRM implementation. However,
without comprehensiv...
Published:
2005-02-14
-
Abstract:
Creating specific CRM strategies means developing measurable goals and calculating your ROI to achieve them. These in addition
to a technical framework, sales and marketing strategies, including Internet strategies, and customer satisfaction metrics
will create a smooth running CRM machine in your compan (...)
Excerpt related to
crm for investment management:
Creating specific CRM strategies means developing measurable goals and calculating your ROI to achieve them. These in addition
to a technical fram...
Published:
2005-02-17
-
Abstract:
Despite technological advances, users are dissatisfied with customer relationship management (CRM) systems. Ambiguous terms
do not provide the vocabulary for concrete action and measurable expectations. Thus, CRM is perceived to be about intangibles,
and is approached with a let's-hope–for-the-best men (...)
Excerpt related to
crm for investment management:
Despite technological advances, users are dissatisfied with customer relationship management (CRM) systems. Ambiguous terms
do not provide the voc...
Published:
2008-09-29
-
Abstract:
Many organizations find it challenging to adopt sales force automation and customer relationship management solutions. Formal
sales training and the related reinforcement tools can make the difference. We examine the key challenges and propose some
solutions. (...)
Excerpt related to
crm for investment management:
Many organizations find it challenging to adopt sales force automation and customer relationship management solutions. Formal
sales training and t...
Published:
2006-05-23
-
Abstract:
Hosted CRM solution can be the key of your success.Easy to read free whitepapers. How can you get the most out of a customer
relationship management (CRM) solution while reducing operating costs and increasing overall profitability? By purchasing
a hosted CRM solution that’ll provide the benefits of an (...)
Excerpt related to
crm for investment management:
... On-demand CRM, Hosted CRM Software, Customer Relationship Management
Solutions, Web ... Hosted CRM Services, Hosted CRM System, Hosted CRM
Investment, Hosted CRM ...
Published:
2010-03-11
-
Abstract:
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized,
reusable business definitions mapped to the different CRM system schemas throughout the organization. (...)
Excerpt related to
crm for investment management:
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized,
reusable bus...
Published:
2002-12-25
-
Abstract:
To maximize the return on investment of a customer relationship management system, a new CRM best practices model should
be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a
culture consistent with CRM can lead to a deployment strategy (...)
Excerpt related to
crm for investment management:
To maximize the return on investment of a customer relationship management system, a new
CRM best practices model should be used. A point-based sy...
Published:
2004-10-22
-
Abstract:
Hosted CRM solution can be the key of your success.Easy to read free whitepapers. How can you get the most out of a customer
relationship management (CRM) solution while reducing operating costs and increasing overall profitability? By purchasing
a hosted CRM solution that’ll provide the benefits of an (...)
Excerpt related to
crm for investment management:
... On-demand CRM, Hosted CRM Software, Customer Relationship Management
Solutions, Web ... Hosted CRM Services, Hosted CRM System, Hosted CRM
Investment, Hosted CRM ...
Published:
2010-03-11
-
Abstract:
After decades of father-son stewardship, Deltek has been transformed by a New Mountain Capital LLC majority capital investment.
Already a recognized enterprise resource planning leader for North American project-based businesses, Deltek is now looking
to strengthen its global position. (...)
Excerpt related to
crm for investment management:
After decades of father-son stewardship, Deltek has been transformed by a New Mountain Capital LLC majority capital investment.
Already a recogniz...
Published:
2006-07-11
-
Abstract:
Companies need to implement serious yardstick work when seeking to evaluate CRM-software investments. This involves creating
a cost-benefit analysis, determining the tangible and intangible benefits, and the risks involved with CRM implementation. (...)
Excerpt related to
crm for investment management:
Companies need to implement serious yardstick work when seeking to evaluate CRM-software investments. This involves creating
a cost-benefit analys...
Published:
2004-07-23
-
Abstract:
Mid-sized companies have the agility of small businesses, and are resource-rich enough to handle CRM implementation. However,
without comprehensive planning, attainable objectives, metrics, and check points mid-sized companies will not realize success
and full potential from their CRM system. (...)
Excerpt related to
crm for investment management:
Mid-sized companies have the agility of small businesses, and are resource-rich enough to handle CRM implementation. However,
without comprehensiv...
Published:
2005-02-14
-
Abstract:
While Microsoft might be honest today with its claims of staying away from the true enterprise-level CRM applications space,
no one can be sure that its appetite will remain in check for very long. (...)
Excerpt related to
crm for investment management:
While Microsoft might be honest today with its claims of staying away from the true enterprise-level CRM applications space,
no one can be sure th...
Published:
2002-03-08
-
Abstract:
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause
a host of problems, from lost employee time to lost customer data. But with the right information, implementing CRM allows
evolution without the upset of revolution. (...)
Excerpt related to
crm for investment management:
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause
a host of pro...
Published:
2007-09-24
-
Abstract:
Creating specific CRM strategies means developing measurable goals and calculating your ROI to achieve them. These in addition
to a technical framework, sales and marketing strategies, including Internet strategies, and customer satisfaction metrics
will create a smooth running CRM machine in your compan (...)
Excerpt related to
crm for investment management:
Creating specific CRM strategies means developing measurable goals and calculating your ROI to achieve them. These in addition
to a technical fram...
Published:
2005-02-17
-
Abstract:
ERP giant SAP AG announced on September 1 that it had acquired nearly a 10% stake in warehouse management system (WMS) vendor,
Catalyst International Inc. (...)
Excerpt related to
crm for investment management:
ERP giant SAP AG announced on September 1 that it had acquired nearly a 10% stake in warehouse management system (WMS) vendor,
Catalyst Internatio...
Published:
1999-09-01
-
Abstract:
In today's software frenzy and with the increasing demand for applications that provide maximum return on investment, many
companies have failed to focus on subjects like reliability, downtime, and scalability. Since 1991, Touchtone Corporation
has devoted its efforts to developing and maintaining a clie (...)
Excerpt related to
crm for investment management:
In today's software frenzy and with the increasing demand for applications that provide maximum return on investment,
many companies have failed t...
Published:
2004-06-15
-
Abstract:
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized,
reusable business definitions mapped to the different CRM system schemas throughout the organization. (...)
Excerpt related to
crm for investment management:
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized,
reusable bus...
Published:
2002-12-25
-
Abstract:
The business case for integrating call center service resolution management into customer relationship management is becoming
increasingly obvious, as companies need to rely more on inbound (customer-generated) calls than on outbound telemarketing
efforts. (...)
Excerpt related to
crm for investment management:
The business case for integrating call center service resolution management into customer relationship management is becoming
increasingly obvious...
Published:
2007-12-07
-
Abstract:
PeopleSoft is seeking to make bigger strides in the CRM, SCM and B2B software markets with its recent spate of product releases.
While Wall Street praises the vendor’s new product initiatives and its strong first quarter results and optimism for the future,
its direct competitors are far from feeling (...)
Excerpt related to
crm for investment management:
PeopleSoft is seeking to make bigger strides in the CRM, SCM and B2B software markets with its recent spate of product releases.
While Wall Stree...
Published:
2001-06-26
-
Abstract:
For a customer relationship management implementation to be successful, consulting firms, vendors, and users must pay attention
to user training and change management. (...)
Excerpt related to
crm for investment management:
For a customer relationship management implementation to be successful, consulting firms, vendors, and users must pay attention
to user training a...
Published:
2005-10-22