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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...
 

 gartner group crm


8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative
It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well

gartner group crm  competitive advantage. [ The 2006 Gartner Symposium Keynote: IT Must Think Differently, Act Differently and Be Different to Drive Business Growth, by Mark Raskino, et. al., October 19, 2006.] With no software to install or upgrade and no hardware to house and manage, on-demand CRM frees IT to be more innovative, responsive, and strategic for your organization. By leveraging an agile, on-demand platform, you begin seeing the benefits of CRM immediately. Concentrate on your business initiatives. There s

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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 » gartner group crm

These are the Times of CRM Vindication and Validation - Part 2


Part 1 of this blog series analyzed two white papers entitled “Customer Relationship Management: The Winning Strategy in a Challenging Economy” and “Maximizing CRM Effectiveness During Lean Times,” authored by Microsoft Dynamics CRM and Oracle CRM, respectively. My post made the case for forward-looking enterprises to leverage customer relationship management (CRM) solutions to

gartner group crm  Another technology  trend that Gartner has recently outlined as those that have been positively changing CRM products  is the use of  unified communications (UC ). Right now the main areas where enterprise applications are using UC are the following: administrative tools, e.g., to instantly contact a certain user collaboration enabled by, e.g., Cisco Systems notifications and escalations, e.g., bringing in subject matter experts on a sales or service call context awareness  (including  presence Read More

CRM and BPM: “We Goes Together Like Peas and Carrots”


In 2009, I attended two Gartner Summit events: the Gartner Business Process Management (BPM) Summit in March in San Diego; and Gartner Customer Relationship Management (CRM) Summit in September in Scottsdale. I not only saw a number of same vendors at both events, but both events also had many similar themes, such as customer service, workflow automation, business processes

gartner group crm  2009, I attended two Gartner Summit events:  the Gartner Business Process Management (BPM) Summit in March in San Diego ; and  Gartner Customer Relationship Management (CRM) Summit in September in Scottsdale . I not only saw a number of same vendors at both events, but both events also had many similar themes, such as customer service ,  workflow automation ,  business processes ,  collaboration ,  customer retention ,  social media ,  key performance indicators (KPIs) /performance metrics, and Read More

How to Choose the Right Hosted CRM Solution for You


How can you get the most out of a customer relationship management (CRM) solution while reducing operating costs and increasing overall profitability? By purchasing a hosted CRM solution that’ll provide the benefits of an on-premise CRM solution without the need for a complex implementation or the assistance of an in-house IT team. Hosted CRM is a cost-effective solution that promises a quick return on investment (ROI).

gartner group crm  not all. According to Gartner Inc., through 2010, on-demand CRM will provide as much as 10 to 13 percent lower five-year total cost of ownership than on-premise software for moderately complex CRM deployments. Whether your view is to the long- or short-term, there are a number of areas where an on-demand CRM solution can cut costs. These include: Front-end Expenses : Thanks to the CRM solution's on-demand model, there's simply no need to purchase hardware, software or added IT infrastructure to Read More

Three Es of CRM


With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate themselves from the competition. Customer relationship management and enterprise resource planning technologies play a critical enabling role.

gartner group crm  focus of CRM initiatives, Gartner analyst Michael Maoz predicts that customer data integration will rise in importance, as part of the glue that connects the back office with front-office CRM investments. If organizations are to be successful in Phase II of the evolving CRM strategy, they will need to deliver on what Technology Solutions Company (TSC) has defined as the three E's of CRM: experience , execution and equity . More and more, companies are developing new business models or retooling Read More

Taneja Group


Taneja Group is a an analyst firm providing serving technology vendors, IT end users, and venture capitalists.

gartner group crm  Group Taneja Group is a an analyst firm providing serving technology vendors, IT end users, and venture capitalists. Read More

CRM and Technological Solutions: Be the Customer


In CRM, and now e-CRM, its not about the technology, but about focusing on the locus of importance around which CRM applications grew; namely, the customer. Ignore him at your peril.

gartner group crm  CRM,customer relationship management,Technological Solutions,CRM landscape,CRM application,crm implementation,crm integration,CRM projects,e-CRM,implementing a CRM application Read More

PSC Group




gartner group crm  Group Read More

Saleslogix CRM Best Practices Guide


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

gartner group crm  saleslogix crm best practices guide,saleslogix,crm,best,practices,guide,crm best practices guide,saleslogix best practices guide,saleslogix crm practices guide,saleslogix crm best guide,saleslogix crm best practices. Read More

The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

gartner group crm  Real Challenge of CRM: Employee Buy-In The Real Challenge of CRM: Employee Buy-In If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oncontact is dedicated to providing mid-market companies with easy-to-use, quick to implement, cost-effective CRM solutions that enable you to better serve your customers and prospects. Source : Oncontact Software Resources Related to The Real Challenge of CRM: Employee Buy-In : Customer Relationship Read More

5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections


Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

gartner group crm  step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections 5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Aplicor delivers Web-based CRM , ERP and accounting software to global midmarket and enterprise organizations. Unique strengths include an intuitive user interface to promote a positive user experience, Source : Read More

Park City Group


Park City Group acquired Prescient Applied Intelligence in January of 2009 to form ‘The New’ Park City Group, a trusted business solutions and services provider that enables retailers and suppliers to work collaboratively as strategic partners to reduce out-of-stocks, shrink, inventory and labor while improving profits, efficiencies, and customer service. Our innovative solutions provide trading partners a common platform on which they can capture, manage, analyze and share critical data, bringing greater visibility throughout the supply chain, and giving them the power to make better and more informed decisions.

gartner group crm  City Group Park City Group acquired Prescient Applied Intelligence in January of 2009 to form ‘The New’ Park City Group, a trusted business solutions and services provider that enables retailers and suppliers to work collaboratively as strategic partners to reduce out-of-stocks, shrink, inventory and labor while improving profits, efficiencies, and customer service. Our innovative solutions provide trading partners a common platform on which they can capture, manage, analyze and share critical Read More

EBSuite CRM


The EBSuite CRM web-based solution uses J2EE and Web Services technologies, and includes sales force automation (SFA), customer support and help desk, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

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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 a comprehensive, industry-specific solution.  

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