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(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

insurance crm 2009  focus on financial services, insurance, banking, credit unions, telecommunications, and any organization with a strong emphasis on service and support, and the help desk. Consona CRM customers have thus far primarily been interested in a CRM solution that adapts to their business, infrastructure, market changes, and evolving customer requirements. Their IT department is typically substantial and involved, and the Microsoft platform is the preference in the enterprise. The aggressive merger and Read More...
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...
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Documents related to » insurance crm 2009


Microsoft Dynamics CRM: Much More Than Meets the Eye - Part 2
Part 1 of this blog series discussed the current upbeat state of affairs of Microsoft Dynamics CRM, as one of the three best-performing products within the

insurance crm 2009  its customer,  Embrace Pet Insurance , Ascentium Corporation , another Dynamics CRM partner, combined Dynamics CRM with a custom web storefront to offer (as its name suggests) health coverage for cats and dogs . Objects in the xRM application represent not just policy-holders (i.e., owners as traditional customers) but also quotes, policies, and the pets themselves. The final part of this series will conclude by analyzing the product’s competitive landscape. In the meantime, your views and comments Read More...
Sword Ciboodle-One More BPM-Centric CRM Provider
What does BPM have to do with CRM? Sword Ciboodle can tell you. The vendor delivers process-based customer interaction solutions to contact centers to improve

insurance crm 2009  in other sectors (e.g., insurance, retail energy, retail banking, and retail consumer goods) consist of some renowned brands and leading companies (e.g., Sears, Sony, Eskom, Bally Total Fitness, Standard Bank, CAPITA). In the case of the aforementioned Sears deployment, the product’s capabilities include Service Desktop, Case Handling, Campaign Execution, Dashboards, Customer Profile, Cross Sell, Inquiry Management, Unified Interaction History, and Customer Profile. The implementation also includes Read More...
Case Study: Interdyn
Interdyn, a solution integrator specializing in the Microsoft Dynamics line, showed an insurance brokerage how to access the data locked in its customer

insurance crm 2009  Dynamics line, showed an insurance brokerage how to access the data locked in its customer relationship management (CRM) system. After being shown a business intelligence (BI) solution made just for Dynamics CRM, the client immediately saw the value of having its CRM data presented in visual reports using dashboards showing multiple metrics. Learn more. Read More...
CRM for the Finance and Banking Industry - Part 1
How many different systems does a bank employee use when changing a customer’s contact information? The last time I moved and had to change my address, the bank

insurance crm 2009  for the financial and insurance market. CDC Software offers Pivotal CRM for finance ; and EZ Data also has a product created for this industry, but the company was recently acquired by EBIX Inc. In a future blog post, I will talk about the different offerings of the CRM vendors that tried to create products for finance and banking. 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

insurance crm 2009  Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge Introduction Over the past two years it seems not a week has gone by without an editorial about a failed Customer Relationship Management (CRM) project. Many articles relate CRM failure to the absence and/or weakness of business objectives driving the CRM initiative. Although this is true, many projects fail due to a poor vendor selection procedure. Starting At The Beginning Of course software tools 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

insurance crm 2009  the Risk from CRM Purchase and Deployment Cutting the Risk from CRM Purchase and Deployment If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Intuit has completed the purchase of certain products from Entellium. Meet your CRM /Sales Force Automation needs with desktop and web applications developed by Intuit and trusted, third-party developers. Source : Entellium Resources Related to Risk from CRM Purchase and Deployment : Read More...
Top 5 Security Tips for 2009
In the white paper top 5 security tips for 2009, discover what smaller companies like yours can do to protect themselves from security threats that...

insurance crm 2009  top security tips.,top security 2009,top tips 2009,security tips 2009,tips,security,top,top security tips 2009 Read More...
Social CRM: Key Strategies and Must-have Features
Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer

insurance crm 2009  CRM: Key Strategies and Must-have Features Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM. Read More...
Integrative CRM Enhances Midsize Business Agility and Performance
Customer relationship management (CRM) is more feasible and affordable than ever for midsize businesses. Learn what it takes to build a successful program in

insurance crm 2009  CRM Enhances Midsize Business Agility and Performance Customer relationship management (CRM) is more feasible and affordable than ever for midsize businesses. Learn what it takes to build a successful program in this report. Read More...
Extending CRM Concepts in ERP Systems
If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM

insurance crm 2009  CRM Concepts in ERP Systems If you're a manufacturer or distributor considering an enterprise resource planning (ERP) system with an integrated customer relationship management (CRM) application, you need to find out how far the CRM concept really extends to other elements of the ERP system, such as order frequency, buyer habits, specific customer invoicing requirements, etc. How vendors answer the eight crucial questions in this report will tell you what you need to know. Read More...
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

insurance crm 2009  CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative 8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. The Salesforce.com Foundation was created to apply the core strengths of salesforce.com to help organizations further their social mission, deepen their impact, and better the lives of those in Read More...
Ebix CRM
Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital

insurance crm 2009  CRM Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective. Read More...
New Web Threats in 2009
That's why the white paper new web threats in 2009 can be a real lifesaver.

insurance crm 2009  threats 2009,threats. Read More...
Exactus CRM
EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service

insurance crm 2009  CRM EXACTUS CRM is comprised of integrated sales, marketing, and customer service modules. Its features include sales, marketing, and customer service functionality, as well as potential customer and opportunity management, and marketing campaigns lists. It also offers complete customer history overviews, automated event management, and search functionality within a knowledge base. Read More...

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