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CRM for Financial and Insurance Markets
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...
 

 e healthcare crm


Surado! A Rising Mid-market CRM Provider
Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc. developers of Surado CRM Solutions

e healthcare crm  A Rising Mid-market CRM Provider Event Summary Surado, a Riverside , CA company, has been in operation since 1995 and thus far can be considered a deep-rooted mid-market solution provider. Surado CRM comes loaded with features that cover most SMB's CRM needs. The software is quite easy to install and to customize. Surado's Web self-service module based on Microsoft .NET technology and Surado Integration Module 2.0 provide the means to integrate third party back-office applications and give it an

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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... Get this template

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CRM for Financial and Insurance Markets
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...

Documents related to » e healthcare crm

CPQ Pioneer FPX Becomes Cloud CRM and ERP Go-to Vendor


TEC senior analyst P.J. Jakovljevic takes a close look at FPX, formerly known as Firepond, a pioneer in CPQ software that automates the sales process for configurable products and services, including changes in the past couple years and what's new with FPX Version 8.0.

e healthcare crm  Pioneer FPX Becomes Cloud CRM and ERP Go-to Vendor FPX , formerly known as Firepond , a pioneer in configure, price, and quote (CPQ) software that automates the sales process for configurable products and services, has over the last several years gone through some serious changes and soul searching, to put it mildly. But, since appointing seasoned customer relationship management (CRM) software executive Dave Batt as CEO over a year ago, the company seems to have steadied its ship and found its raison Read More

Microsoft Dynamics CRM: Much More Than Meets the Eye - Part 1


While Microsoft Corporation has not usually been that forthcoming about breaking down its revenues per individual product lines, during one earnings announcement call for financial analysts in 2009, the worldwide leader in software, services, and solutions for people and businesses pointed out the following three products as its best performers: SharePoint, Microsoft

e healthcare crm  (except for, perhaps strangely enough, in the still-raging US healthcare reform debate, but I digress). Microsoft also provides organizations with special financing options and offers. For many mid-sized and larger companies, using a combination of deployment models with tight data integration to ensure a consistent customer view may make the most sense. For example, an organization with a large centralized marketing operation as well as several geographically dispersed sales teams could benefit from an Read More

Sage ERP and CRM Portfolio Update: Clarity at Last


Having developed an extraordinary customer experience (ECE) strategy—“Enrich, Connect, Grow”—Sage is firming up its enterprise resource planning (ERP) and customer relationship management (CRM) portfolios with a wealth of enhancements and by embracing the cloud. P.J. Jakovljevic, principal analyst at Technology Evaluation Centers (TEC), sheds some light on their market positioning and future direction.

e healthcare crm  line serves the lower end of the mid-market for companies with local operations in the light manufacturing and assembly and healthcare segments. These products are the most mature and the least technologically advanced of all Sage ERP products, but come with the lowest total cost of ownership (TCO). Converted into subscription equivalent pricing, Sage ERP MAS 90 software can cost as little as US$67/user/month (for 10 users over 7 years, in this example). Sage ERP MAS 90 and Sage ERP MAS 200 will be Read More

(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

e healthcare crm  Forgotten) CRM and ERP Kingdoms in the Making? Late in 2003, Battery Ventures VI L.P. acquired Made2Manage Systems , a former public enterprise resource planning (ERP) software and services company for small and mid-market discrete manufacturers, for roughly $30 million (USD) cash (thereby making it private). Reaction in the market, for the most part, was a collective “so what!?” And justly so. At the time of such blockbuster mergers as PeopleSoft-JD Edwards or SSA Global-Baan (well before Oracle and Read More

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...

e healthcare crm  CRM for Financial Services Top CRM for Financial Services How do you handle the relentless pressure to produce results amid rabid competition and increased regulatory requirements? These are challenging times for financial services companies . One response within the financial services industry has been to beef up customer relationship management (CRM) processes. If your company is considering new CRM technology, finding the right system or upgrade can be a difficult task. To make your search easier, Read More

Agiline CRM : Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, 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.

e healthcare crm  CRM : Customer Relationship Management (CRM) Competitor Analysis Report This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important Read More

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

e healthcare crm  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the Sal Read More

Infor Epiphany


Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer interaction. Sales—provides sales force automation and opportunity management capabilities that facilitate customer conversations by driving intelligence into every customer interaction. Service—serves as the foundation for personalized contact center operations, giving customer service representatives a unified view of customers across all existing systems and empowering them to shorten call times and resolve issues on the first call. Powerful real-time analytics drive personalized, customer-focused processes and offers, turning customer interactions into revenue opportunities across emails, phone calls, and web inquiries.  

e healthcare crm  Epiphany Infor's CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer 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...

e healthcare crm  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 on the TEC site Read More

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

e healthcare crm  Not CRM: How to Maximize Sales and Service Productivity CRM Without Workflow is not CRM: How to Maximize Sales and Service Productivity If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Intuit products and services assist customers in North America, Asia, Europe and Australia, with offices in the United States, Canada, the United Kingdom and other locations. Inutuit has completed the purchase of certain products from Entellium. Meet your Read More

The Forrester Wave: CRM Suites for Large Organizations, Q2 2010


In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered.

e healthcare crm  Forrester Wave: CRM Suites for Large Organizations, Q2 2010 In Q2 2010, Forrester evaluated 18 customer relationship management (CRM) solutions—CDC Software, Chordiant Software, FrontRange Solutions, Maximizer Software, Microsoft, NetSuite, Oracle, Pegasystems, RightNow Technologies, SageCRM, Sage SalesLogix, salesforce.com, SAP CRM, SugarCRM, and Sword Ciboodle—against 516 criteria reflecting the requirements of large organizations. Learn what they discovered. Read More

Access Commerce Spices Up North American CRM Fray


In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user conference, Access Commerce announced the release of eCameleon for MFG/PRO.

e healthcare crm  Commerce Spices Up North American CRM Fray Access Commerce Spices Up North American CRM Fray P.J. Jakovljevic - July 5, 2000 Event Summary According to the company's press release from June 8, Access Commerce, a French eCRM vendor, has announced its acquisition of AIS Technologies Inc. from Vancouver - British Columbia, Canada - a leading e-business solution provider for mid-sized enterprises. This acquisition will accelerate growth plans for penetrating into North America as well as the development Read More

CRM Without Compromise: A Strategy for Profitable Growth


Find out in CRM Without Compromise: A Strategy for Profitable Growth.

e healthcare crm  Without Compromise: A Strategy for Profitable Growth All companies want to increase revenues—and a solid customer relationship management (CRM) strategy can help make it happen. CRM is designed to help you maximize sales from existing customers and bring in new accounts. But how does CRM work? What are its key components? And how can you employ it to make your organization more profitable? Find out in CRM Without Compromise: A Strategy for Profitable Growth . You'll learn about CRM from all the key Read More

The Healthcare Reform Survival Guide


The ramifications of healthcare reform and its impact on employers continue to cause political debate. Employers are confused, and although guidance is forthcoming, it is still inadequate. Requirements of the Affordable Care Act are being phased over eight years, with limited provisions effective in 2010. Read this guide and get checklists and explanations to help you meet changing health benefits compliance mandates.

e healthcare crm  Healthcare Reform Survival Guide The ramifications of healthcare reform and its impact on employers continue to cause political debate. Employers are confused, and although guidance is forthcoming, it is still inadequate. Requirements of the Affordable Care Act are being phased over eight years, with limited provisions effective in 2010. Read this guide and get checklists and explanations to help you meet changing health benefits compliance mandates. Read More