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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...
 

 impact crm 3 5


J.D. Edwards Finds Its Inner-Self Within Its 5th Incarnation Part 3: Market Impact
In a nutshell, J.D. Edwards seems poised to deliver applications within its traditional verticals that are wide-ranging, integrated, and modular (loosely

impact crm 3 5  3: Market Impact Market Impact This is yet another example of what difference a year can make, and of a vendor taking advantage of a given second chance. A year ago, J.D. Edwards was in a rather self-loathing mood amid sagging sales, massive layoffs and restructuring, and with rumors of a possible buyout abounding as well, all making existing customers quite concerned and potential ones extremely leery (see J.D. Edwards' QUEST To End Its String Of Pyrrhic Victories ). Worse than that, there was a

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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 » impact crm 3 5

5 Tips for Energizing Your Sales Organization and Realizing Enterprise-wide Value with On-demand CRM


Increasingly, midsize companies are looking to customer relationship management (CRM) to energize their sales organizations and make the entire sales ecosystem more efficient. But while many solutions for midsize companies can be rapidly deployed to quickly energize a sales organization, what happens after that first jolt? Discover five tips for making sure your CRM choice continues to deliver return on investment (ROI).

impact crm 3 5  how the choice may impact all operational areas. And they need to insure their choice complements—or may even enhance—their company's overall IT infrastructure strategy. Here are some tips for making that selection process easier Tip 1: Plan on becoming the first power-user of your new CRM solution Like any software, CRM can only deliver anticipated benefits if there is widespread user adoption. CRM projects face perhaps the ultimate audience of skeptics—sales people. That challenge is exacerbated Read More

Won’t Get Fooled Again: The 5 Worst Buzzwords in the CRM Industry Today


Going through our article archives, I stumbled across Glen Petersen’s excellent article A Lexicon for CRM Success. Petersen takes aim at key buzzwords in the CRM industry, and I thought it’d be worth summarizing his list of the worst offenders--and his thinking about why they belong in the trash can. An internationally recognized speaker, writer, practitioner, and thought leader in

impact crm 3 5  will quickly produce little impact or lead to outright failure. #4 CRM Success Going back to the beginning of SFA, there have been periodic surveys designed to define the percent of organizations that claim success from their implementations. Often, the definition of success is left to the perspective of the person being interviewed; this makes the survey process subject to interpretation. Another issue is whether the user organization defined success prior to implementation and setup metrics and goals Read More

SYSPRO - Awaiting Positive IMPACT From Its Brand Unification


By further perfecting its mid-market value proposition and by also unifying its corporate and product brands (i.e., often conflicting IMPACT Encore product brand has been discontinued), SYSPRO should certainly give other incumbent mid-market players and intruders a run for their money.

impact crm 3 5  Encore (as well as IMPACT or just Encore), and others by the SYSPRO name. The brand unification move was thus logical since a single brand identifier and unified value set, vision, and image are essential for the vendor to maintain itself as a dominant player in the worldwide enterprise software market. As part of its branding strategy, SYSPRO has since been promoting a new logo and the following vision statement: To help world-class companies increase their value through the use of our innovative and Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection


Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a tested selection methodology reduce the RFI process from months to weeks, eliminate data quality issues and allow an apples to apples comparison of vendor offerings.

impact crm 3 5  will not impact significantly impact the rank or scores of the vendors. Figure 13 Conclusion CRM projects can fail for many reasons, including a flawed selection procedure. Business initiatives should not only drive the CRM project, but should form the justification for each requirement listed on the RFI. Evaluating vendors to generate the short list is one step in the selection process that if mishandled, can cause the CRM project to fail. Tools such as the CRM Evaluation Center can reduce the time risk 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?

impact crm 3 5  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

How to Embrace CRM and Make it Succeed in Your Organization


Customer relationship management (CRM) is growing in importance as a competitive tool. However, a successful CRM solution must consider many factors, including a well-defined implementation strategy, the people factor, and the need for integration with the incumbent enterprise resource planning solution. If these conditions are met, CRM can have a dramatic impact on internal processes, customer satisfaction, and company profitability.

impact crm 3 5  certain issues that can impact the effectiveness of the CRM solution: When embracing a CRM system, companies must take into account certain issues that can impact the effectiveness of the CRM solution. Ownership of Data Who owns a company's data and information? The obvious answer would be the company. What seems to be obvious, however, is not always accurate. When a company's top salesperson or a key employee leaves to join a competitor, all the data that the individual has collected over the years Read More

Project Management Communication: Part 3 of 3


In this final installment of the Project Management Communication series, we look at a vital project management tool. This system has provided visibility to senior management, as well as justification for projects based on the expected value of each product in its planning stage, and in projects both in progress and completed. What Is Project Portfolio Management? Project portfolio

impact crm 3 5  value, and determine the impact on the organizations resources. The fundamental goals of PPM are to shed light on individual elements of a portfolio and to understand how individual projects relate to the overall goals of the enterprise. This is achieved by the ability to add, sort, move, and remove items within each portfolio if it is determined that certain projects or elements within a project contribute cost without being aligned with the initial purpose of a project. In other words, needless cost is Read More

Oncontact CRM


Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits.  

impact crm 3 5  CRM Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits. Read More

CRM-A Real Challenge


Customer relationship management (CRM) should not be viewed as an information technology (IT) tool but as a strategic enabler for organization-wide impact. This white paper makes recommendations for developing a CRM strategy and value proposition to avoid an implementation falling short of expectations.

impact crm 3 5  strategic enabler for organization-wide impact. This white paper makes recommendations for developing a CRM strategy and value proposition to avoid an implementation falling short of expectations. Read More

Prophet CRM


We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them to log into another website or open up an entirely different CRM application. Your people are already doing 50 to 60% of their CRM activities inside of Outlook, why not just put CRM features into Outlook and that is precisely what we did. Thus Prophet CRM was born – a CRM Simplified with Outlook that your people will actually use

impact crm 3 5  CRM We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them to log into another website or open up an entirely different CRM application. Your people are already doing 50 to 60% of their CRM activities inside of Outlook, why not just put CRM features into Outlook and that is precisely what we did. Thus Prophet CRM was born – a CRM Simplified with Outlook that your people will actually use Read More

Microsoft Dynamics CRM Getting Rounded Out


With nearly 4 million users worldwide and a competitive hold in the sales force automation realm, what does Microsoft have in store for its Dynamics CRM offering? The vendor is seeking to provide its customers with “smarter marketing” features and a variety of social media analysis capabilities to more effectively engage their customers and deliver the most impact to their business. Get the details in P.J.’s report.

impact crm 3 5  and deliver the most impact to their business. Get the details in P.J.’s report. Read More

Making the Leap to CRM


Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their CRM initiative off to the right start. There is, however, a simple, step-by-step process which will help guide your CRM implementation project in the right direction, even if you’ve never implemented a CRM system before.

impact crm 3 5  the Leap to CRM Making the Leap to CRM If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Oncontact Software has taken over 15 years of CRM experience and combined it with today's leading technology to develop a completely redesigned .NET solution Source :Oncontact Software Resources Related to Making the Leap to CRM : Customer Relationship Management (CRM) (Wikipedia) Making the Leap to CRM CRM Implementation is also known as : C Read More

CRM Buyers Guide


CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs.

impact crm 3 5  Buyers Guide CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs. Read More