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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...
quickly and easily compare CRM software for financial services using TEC's patented software decision support system* (DSS). In just minutes, you can get a ranking of the latest CRM solutions based on your company's needs and characteristics, including its size, industry, business model, geographical markets, IT platform and requirements, etc. And this includes solutions from leading CRM vendors such as Microsoft, Epicor, Exact, Sage, NetSuite, CDC Software, and others. Why spend days or weeks comparing C
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...
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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 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
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
IMI, IBM Take First Step in Third Quarter
Six months after announcing its partnership with IBM, Industri-Matematik posted positive license growth in its third fiscal quarter ended January 31, 2000 but
offered by its integrated CRM package. Dot-coms might be able to work an equity deal with IMI in lieu of a traditional software license. IMI made a similar deal with an undisclosed startup Internet retailer in the second quarter.
In 2004, recognizing the need for automated sales compensation management in the mid-market and the potential of the software as a service (SaaS) delivery
other customer relationship management (CRM) systems to enable sales representatives and their managers to forecast commission earnings based on opportunities in their pipeline.
Threshold of a New TEC Advisor
I'm happy to announce the beta launch of our new tool to help people start their research and evaluations of enterprise software systems. Think of it as the
software: customer relationship management (CRM) systems, enterprise resource planning (ERP) systems, business intelligence (BI) systems, etc., or whichever products are most applicable for your requirements. You can then select a few products to evaluate and TEC Advisor will group the products according to the type of software they are . For example, if you choose three financial packages and two ERP systems, you'll see the financial packages evaluation at the top of your list of choices--you know you're
TEC 2011 CRM Buyer's Guide
The new TEC 2011 CRM Buyer's Guide makes it easy.
2011 CRM Buyer's Guide Want to know all about the dramatic changes in customer relationship management (CRM) software and how it impacts the way companies are doing business? The new TEC 2011 CRM Buyer's Guide makes it easy. Get the inside story on CRM innovation in cloud computing mobile CRM social CRM extended CRM functionality You'll learn about the benefits and drawbacks of the biggest trends in CRM. And how the latest CRM technology can make your company more profitable and competitive. The latest
Enterprise On-Demand CRM Comparison Guide
This guide provides a feature list comparison of 12 on-demand CRM products for businesses.
On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for businesses.
Making the Leap to CRM
Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their
the Leap to CRM Making the Leap to CRM If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oncontact Software has taken over 15 years of CRM experience and combined it with today's leading technology to develop a completely redesigned .NET solution Source :Oncontact Software Resources Related to Making the Leap to CRM : Customer Relationship Management (CRM) (Wikipedia) Making the Leap to CRM CRM Implementation is also known as :
2011 Customer Relationship Management Buyer's Guide: Innovations in CRM
Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software
Buyer's Guide: Innovations in CRM Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.
Social CRM: Key Strategies and Must-have Features
Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer
and Must-have Features Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM.
Cutting the Risk from CRM Purchase and Deployment
Customer relationship management (CRM) applications have evolved from risky eighteen-month IT projects into productivity tools that any size of business can
the Risk from CRM Purchase and Deployment Cutting the Risk from CRM Purchase and Deployment If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Intuit has completed the purchase of certain products from Entellium. Meet your CRM /Sales Force Automation needs with desktop and web applications developed by Intuit and trusted, third-party developers. Source : Entellium Resources Related to Risk from CRM Purchase and Deployment :
Enterprise CRM Platform (ECP)
ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in
CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.
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
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,
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