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Abstract: With increased competition from a growing spectrum of alternative investments, evolving regulatory demands, and rising client expectations, asset managers face an onslaught of challenges in an already complex business. Discover how customer
relationship management (CRM) software can help mutual fund wholesalers and institutional asset managers address these core industry challenges and foster better relationships.
PubDate: 1/13/2009 12:19:00 PM
Abstract: Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities, increase brokerage trade volume, and meet compliance challenges. As a nerve center for information about clients, prospects, institutions, syndicate partners, and other contacts, the right CRM system enables capital-markets firms to share intelligence, coordinate activities, and derive advantage from an integrated body of corporate knowledge and relationships.
Abstract: Globalization, technology stabilization, inventory visibility, and traceability are forcing organizations to reevaluate supplier relationship management systems. The benefits of a customer relationship management system that can be applied to a supply chain can streamline operations and increase bottom line results.
Abstract: Key Performance Indicators (KPIs) represent a set of measures focusing on those aspects of organizational performance that are the most critical for the current and future success of the organization (source: "Key Performance Indicators [KPIs]: Developing, Implementing,and Using Winning KPIs", by David Parmenter).
Abstract: With the growing significance of services to the bottom line, it’s never been more important to effectively monitor, measure, and manage your services business. Knowing which key performance indicators (KPI) can help drive success and contribute to your bottom line is essential. But with over 150 KPIs available, where do you start? Discover how these few small key improvements can help your service business performance.
Abstract: Customers are the lifeblood of any business, and receiving quality customer service is a major factor in their purchasing decisions. There are six key elements that can help distinguish your organization’s product or service from your competitors. By applying these key elements, you can unlock the lifetime value of your customers and build an outstanding referral platform for future growth.
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 mentality.
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.
Abstract: Customer relationship management (CRM) is rapidly morphing from a customer management model to one of customer engagement. Social networks, podcasts, blogs, and wikis are enabling customers to become advocates, and not simply the targets they were in the traditional CRM process. The same techniques are also being used within the CRM industry itself to create a content-rich, social media environment for CRM professionals. Find out what these sweeping changes mean to businesses and CRM professionals alike, as TEC's director of research Wayne Thompson sits down with Paul Greenberg and Bruce Culbert of BPT Partners, a leading CRM consulting firm.
Abstract: An alarming number of companies get on the wrong track when creating a customer relationship management (CRM) vision. Outlined here are four steps that take the mystery out of what makes an effective CRM vision. The secret? It’s all about people and relationships.
Abstract: Surado Solutions aims to provide a complete customer relationship management suite. We'll analyze Surado CRM 5.0 from the perspectives of core functionality, its distinguishing factors, and the challenges users may face when considering the Surado solution.
Abstract: No company today can afford to ignore the value of its customers' natural social networking behavior. The advantages that these social networks can bring to a company's customer relationship management platform are powerful tools that can ultimately improve its products.
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.
Abstract: Customer Relationship Management (CRM) systems are software systems that cover the range of interaction a company has with its current, or potential customers. Its functionality can include marketing automation, sales force automation, help desk, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.
Abstract: There is a better way, and you can learn about it in the white paper sales and operations planning: the
key to continuous demand satisfaction.
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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.
Abstract: The customer relationship management (CRM) market is changing. Over half the market is served by small vendors. Fully integrated business suites like NetSuite standalone solutions like salesforce.com, are heeding the demand for software as a service, but they are approaching the market with very different market strategies.
Abstract: Customer relationship management (CRM) functionality can fall into four categories: core functionality; non-core functionality; vertical, industry-specific features; and accounting-related features. When evaluating and selecting a CRM solution, enterprises must be aware of the potential issues associated with functions and features that are not part of core CRM functionality.
Abstract: For a customer relationship management implementation to be successful, consulting firms, vendors, and users must pay attention to user training and change management.