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Documents related to » financial planning crm


Financial Fusion ~ E-Finance Wireless Leader?
Financial Fusion’s expands e-finance possibilities. From this point forward a client can bank anytime, anywhere, without limitation. (Of course your cell phone will not suddenly start spurting out cash….)

FINANCIAL PLANNING CRM: Financial Fusion ~ E-Finance Wireless Leader? Financial Fusion ~ E-Finance Wireless Leader? P. Hayes - April 6, 2000 Read Comments Event Summary WESTPORT, Conn., /PRNewswire/ -- Confirming its commitment to lead the e-finance marketplace into the rapidly emerging wireless marketplace, Financial Fusion, Inc. announced the formation of its new Web and Wireless Division along with the launch of its patent-pending Total Wireless product family - available for immediate implementation. Financial Fusion s focus
4/6/2000

Case Study: Financial Services Industry
The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its customer base and derive greater profits from existing customers.

FINANCIAL PLANNING CRM: Case Study: Financial Services Industry Case Study: Financial Services Industry Source: Panorama Software Document Type: Case Study Description: The company is a financial services group with operations in banking, investment management and insurance. To maintain the profitability of its credit card business, the company maintains vast amounts of customer information. However, its Excel­based tools lack functionality. Learn how a business intelligence (BI) solution can help the company increase its
11/5/2010 4:45:00 PM

CRM: Big is Not Always the Best
CRM: Big is Not Always the Best.Solutions and Other Documents to Characterize Your Buy, In Relation To CRM. Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that?

FINANCIAL PLANNING CRM: CRM: Big is Not Always the Best CRM: Big is Not Always the Best Source: Oncontact Software Document Type: White Paper Description: Customer relationship management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise applications that take years to implement. This is why over-buying a CRM system can be one of the most costly mistakes a company can make. But where should you start your research? And what steps should you take after that? CRM:
6/25/2006 2:07:00 AM

Financial Excellence: Closing Your Books Quickly
Find out in the white paper the financial close: optimizing performance and driving financial excellence.

FINANCIAL PLANNING CRM: Financial Excellence: Closing Your Books Quickly Financial Excellence: Closing Your Books Quickly Thanks to time-consuming and labor-intensive compliance regulations—such as Sarbanes-Oxley (SOX)— producing quality financial statements and closing your books quickly is more difficult than ever . And the stakes are high. A fast financial close offers you time and cost savings; better relations with shareholders, investors, and regulatory agencies; timely, better-informed management decisions; more time
9/1/2009

Cloud-Based Financial Software: Contracting and Negotiating Strategies
Find out in Evaluating and Contracting for Cloud Financials.

FINANCIAL PLANNING CRM: Cloud-Based Financial Software: Contracting and Negotiating Strategies Cloud-Based Financial Software: Contracting and Negotiating Strategies Your company might be interested in the business benefits and lower cost structure of cloud-based financial software solutions. But how do you protect yourself against hidden costs—and get the kind of agreement that best suits your company s needs? Find out in Evaluating and Contracting for Cloud Financials . You ll learn about the advantages of cloud-based
12/13/2011 2:00:00 PM

Financial Forecasting and Planning Summit, London UK, June 2-3, 2011
Financial Forecasting and Planning Summit, London UK, June 2-3, 2011. If you're interested in learning about the latest innovations in financial pl...

FINANCIAL PLANNING CRM: the latest innovations in financial planning and business forecasting from some of world s leading experts, the Financial Forecasting and Planning Summit is for you! At this two-day summit of forward-thinking business and financial leaders, you ll learn how to: engage senior leadership around financial forecasts and reviews use the financial forecast as a vehicle to drive accountability for results optimize the role of financial forecasting and planning in your company integrate budget, financial
5/16/2011 4:00:00 PM

Sage ERP X3 v.6 for Distribution Enterprise Resource Planning Certification Report
Sage ERP X3 v.6 is now TEC Certified for online evaluation of enterprise resource planning (ERP) solutions for distribution 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 analyst commentary.

FINANCIAL PLANNING CRM: (Financial),   Budgeting,   Financial Planning,   and Analysis,   General Ledger,   Inventory Management,   Manufacturing Execution System (MES),   E-commerce,   Costing/Part Definition,   Purchasing Management,   Quality Management,   Sales Management,   Benefits Administration,   Workforce Management,   Employee Self Service,   26 to 50 employees,   101 to 250 employees,   501 to 1,   000 employees,   1,   001 to 5,   000 employees,   251 to 500 employees,   Health and Safety
7/5/2011 10:59:00 AM

Great Plains Reports Financial Results for the Second Quarter
On December 16, Great Plains Software, Inc., a leading provider of fully integrated front office/back office e-business solutions for the mid-market, announced financial results for the fiscal quarter ended November 30, 1999. Great Plains reported record second quarter revenues of $47.4 million, a 49% increase over the same period last fiscal year. Revenues from the Great Plains platform products, Dynamics and eEnterprise, grew 54% to $45.8 million in the quarter.

FINANCIAL PLANNING CRM: Great Plains Reports Financial Results for the Second Quarter Great Plains Reports Financial Results for the Second Quarter P.J. Jakovljevic - January 12, 2000 Read Comments Event Summary On December 16, Great Plains Software, Inc., a leading provider of fully integrated front office/back office e-business solutions for the mid-market, announced financial results for the fiscal quarter ended November 30, 1999. Great Plains reported record second quarter revenues of $47.4 million, a 49% increase over the
1/12/2000

Block Unprecendented Assault on Your Customers Personal and Financial Data
Find out more in winning the pci compliance battle, a practical guide to pci compliance, including a comprehensive plan for the secure handling, pr...

FINANCIAL PLANNING CRM: Your Customers Personal and Financial Data Block Unprecendented Assault on Your Customers Personal and Financial Data If some of the biggest names can get caught off guard, how can you prevent it from happening to you? Bank of America, Citigroup, Polo Ralph Lauren, Hotels.com, and CardSystems Solutions have all suffered negative publicity and financial losses due to a major data security breach. You can protect yourself—with the industry s easiest, most cost-effective and highly automated solution
12/29/2008

Is Enterprise Resource Planning Becoming a Commodity?
All was fine, methodical, and elegant until enterprise resource planning (ERP) vendors started aspiring to new customer acquisitions in the hundreds per annum. And with the advent of

FINANCIAL PLANNING CRM: Is Enterprise Resource Planning Becoming a Commodity? Is Enterprise Resource Planning Becoming a Commodity? Shiv M. Kumar - August 25, 2006 Read Comments Transition of Value into Volume Business Model Enterprise resource planning: ERP . The three once-paranoid letters are emerging out of their value shell to reach out to the masses. All was fine, methodical, and elegant, until ERP vendors started aspiring to new customer acquisitions in the hundreds per annum. With the advent of ERP for small to medium
8/25/2006

Checklist: Choosing the Right Financial Services Vendor
Today’s economic environment requires you to evaluate whether your current financial institution is in it for the long haul and can offer the full breadth of services that you may need. Many of these vital services can be delivered from one source—your bank. Your primary concern in selecting a financial services institution should be the security of your assets and data. Find out what to look for, and what to avoid.

FINANCIAL PLANNING CRM: Checklist: Choosing the Right Financial Services Vendor Checklist: Choosing the Right Financial Services Vendor Source: Inside Business Finance Document Type: Checklist/Guide Description: Today’s economic environment requires you to evaluate whether your current financial institution is in it for the long haul and can offer the full breadth of services that you may need. Many of these vital services can be delivered from one source—your bank. Your primary concern in selecting a financial services
4/29/2009 11:51:00 AM


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