X
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

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...
 

 front office crm


Oracle Integrates Front and Back Office with Applications 11i
On September 27, Oracle took a major step towards providing a fully integrated front and back office applications suite by launching Oracle Applications 11i at

front office crm  Integrates Front and Back Office with Applications 11i Event Summary On September 27, Oracle laid out the details of its Oracle 11i application suite, which adds new application modules and integrates enterprise resource planning, customer-relationship management, supply-chain, and E-business applications in a single database. The new release, unveiled at the Oracle Applications User Group conference in Orlando, will do away with the company's separate releases for ERP and CRM. By linking all

Read More


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

Read More
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

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 » front office crm

Agiline CRM


Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

front office crm  provide integration with other front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information. Read More

Deltek Acquires Traffic LIVE for Marketing Agencies’ Front Office


Deltek has acquired Sohnar and its Traffic LIVE cloud-based resource planning solution for the creative marketing communications world. This acquisition broadens and deepens Deltek’s portfolio of professional services automation (PSA) solutions.

front office crm  LIVE for Marketing Agencies’ Front Office Deltek has acquired Sohnar and its Traffic LIVE cloud-based resource planning solution for the creative marketing communications world. Sohnar has 40 employees based in London, Sydney, and New York and manages a portfolio of hundreds of clients in 23 countries. This acquisition broadens and deepens Deltek’s portfolio of professional services automation (PSA) solutions by delivering front-office capabilities that marketing agencies (and other project-based Read More

Front-to-back-office Integration: Improving Your Customer Life Cycle Management


Research shows that back-office connectivity is not addressed by many customer relationship management (CRM) solutions—meaning, customer data cannot be shared effectively and companies are prone to errors, delays, and needless paperwork. In the long run, this negatively impacts overall customer satisfaction in small to medium businesses (SMBS). Learn how front-to-back-office integration can help you address these issues.

front office crm  can be presented to front office staff through front-to-back-office integration. Customer purchase history, items purchased and invoiced Customer invoice history, invoices issued and payments received Shipping history, items shipped Item code Item name Quantity Unit price Last purchase date Description Date Payment due date Reference number Value Payment status Shipping number Date of shipment Shipping party Quantity Facilitating Straight-Through Processing The out-of-the-box integration of SageCRM with Read More

CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born


Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond 'stovepipe' enterprise applications, but not much beyond. Fast forward to 2001. CRM has gotten fat, and the fatter it gets, it becomes more difficult to understand, more expensive to buy, more difficult to implement, and less likely to satisfy - either buyers of the software or their customers. Keep your eye on the ball: your customers, and your business.

front office crm  Process Reengineering) concepts into Front Office applications. They were set to break down departmental barriers, focus on the customer, and enable corporate workers to serve their customers in new, streamlined, and friendly ways. Those three companies were Clarify , Vantive , and Scopus . Clarify and Scopus started work in the customer support arena, planning to branch out once they gained a customer base and some momentum, while Vantive, with a much broader initial vision that, in retrospect, may have Read More

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 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.

front office crm  customer relationship management solution,mobile crm,cloud crm,social crm,cloud based crm,social media crm,windows mobile crm,cloud crm solutions,mobile crm software,crm mobile,crm cloud,crm windows mobile,social crm vendors,social crm tools,crm cloud computing Read More

Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) 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.

front office crm  salesforce automation,maximizer crm 12,maximizer software,crm solutions,hosted crm solutions,online crm solutions,best crm solutions,mobile crm solutions,small business crm solutions,sage crm solutions,crm software solutions,free crm solutions,top crm solutions,maximizer crm software,web based crm solutions Read More

NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

front office crm  netsuite crm+,netsuite small business,net suite crm,netsuite implementation,netsuite pricing,netsuite crm,netsuite software,system netsuite,netsuite crm+,netsuite consulting,netsuite crm,net suite crm,system netsuite,netsuite salesforce com,netsuite customer,netsuite customers,netsuite sales Read More

Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM 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.

front office crm  maximizer crm 12,crm and,at crm,crm crm crm,it crm,crm in,in crm,what is crm,crm crm,crm at,the crm,crm,a crm,crm for,crm a Read More

The 2007 Microsoft® Office System in Manufacturing


This white paper highlights the key challenges facing the manufacturing industry, and discusses how the 2007 Microsoft® Office system can help maximize employee contributions and enhance business performance with innovative and powerful enterprise capabilities.

front office crm  the business, from the front office to the back office, can see improvement in the way they work. This means they can spend more time with customers and less time searching for information and experts. Microsoft technologies make applications easier to manage and maintain, so firms can increase productivity and operational efficiencies while reducing their IT costs. Helps you create innovative products and services. Manufacturers can create innovative offerings and obtain additional value from their Read More

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 deploy. Indeed, many mid-market companies have chosen to roll out a “hosted” solution, whereby the solution is accessed over the Internet. However, going through the selection process has become more cumbersome recently, with more options available than ever before.

front office crm  for all these departments up-front. This approach means you can add functionality when you're ready. Some providers make CRM deployment easy with modular applications, so that you only need to deploy the sales functionality to sales people, and the customer service functionality to your service reps. Sounds simple, right? But compare this method to one size fits all solutions that force all employees to look at tabs and screens for both functions - and unfortunately many do. Modularity also helps Read More

Maximizer 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.

front office crm   Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

front office crm   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...

front office crm  top crm financial services,top,crm,financial,services,crm financial services,top financial services,top crm services,top crm financial. Read More