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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 » kpis crm


How to Choose a Hosted CRM Application for SMBs
While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer

kpis crm  mix of actionable research, KPIs, tools, and services. This document is the result of research performed by AberdeenGroup. AberdeenGroup believes its findings are objective and represent the best analysis available at the time of publication. Unless otherwise noted, the entire contents of this publication are copyrighted by AberdeenGroup, Inc. and may not be reproduced, stored in a retrieval system, or transmitted in any form or by any means without prior written consent by AberdeenGroup, Inc. Searches Read More...
CRM without Compromise: A Strategy for Profitable Growth
When implementing customer relationship management (CRM), organizations often lose sight of their customers and focus on efficiency gains instead of looking at

kpis crm  of key performance indicators (KPIs) around customers, people (employees), processes, channels (including channel partners), and products. They need to determine current performance levels, benchmark best-practice processes, set aggressive goals for improvements, and continuously feed back the results of those measurements to the respective business and process owners. Performance management also requires a firm executive commitment to manage and enforce changes. Linking incentives and compensation to Read More...
CRM: A Business Imperative during the Economic Downturn
The economic downturn means that businesses must capitalize on every opportunity to gain revenue. With the right customer relationship management (CRM) solution

kpis crm  real-time visibility on sales KPIs Improve win rates Shorten sales cycles Reduce sales training costs Eliminate duplicated sales processes Decrease time spent on administrative tasks Reduce sales forecast variance Eliminate inconsistent sales practices Lowering costs and driving productivity within your marketing operations In the downturn, buyers are demanding even greater value-for-money and are exercising further discretion in the products and services that they purchase. Sage CRM Solutions allow you Read More...
(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

kpis crm  uses key performance indicators (KPIs) to proactively notify key individuals or, in combination with Consona Enterprise CRM, help users take action and react to significant business events. Last but not least, the application has vast reporting capabilities, providing both pre-defined and self-service reporting to meet the needs of business managers who require enterprise-strength reporting. These reporting capabilities enable organizations to pull relevant information from multiple systems, such as ERP, Read More...
These are the Times of CRM Vindication and Validation - Part 3
Part 1 of this series analyzed two white papers entitled “Customer Relationship Management: The Winning Strategy in a Challenging Economy” and “Maximizing CRM

kpis crm  and  key performance indicators (KPIs)  to provide near real-time  data visualizations  of sales performance. Alternatively, organizations can tighten their focus and take a closer look at the deal mix and competitors by analyzing account distribution, lead source effectiveness, invoices/orders received, and win-loss data in an effort to better identify their ideal deal size and type. Sales organizations can use that information to hone in on their sweet spot (deal mix and profitability) and Read More...
CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity
Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that

kpis crm  Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity CRM Without Workflow is not CRM: How to Maximize Sales and Service Productivity If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Intuit products and services assist customers in North America, Asia, Europe and Australia, with offices in the United States, Canada, the United Kingdom and other locations. Inutuit has completed the purchase of certain products 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

kpis crm  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. Read More...
Oracle CRM
Oracle CRM On Demand is the newest release of Oracle''s software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features

kpis crm  CRM Oracle CRM On Demand is the newest release of Oracle''s software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, sticky notes features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint. 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

kpis crm  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...
Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II)
Part I of this blog topic has revisited Agresso''s post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC''s

kpis crm  ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part II) Part I of this blog topic has revisited Agresso ''s post-implementation agility capabilities (as to accommodate businesses living in a change -- so called BLINC''s), and its devised growth strategy via in-house developments, complementary acquisitions and/or partnerships.  Most recently, Agresso expressed the intent to acquire the United Kingdom UK-based competitor CODA , but the analysis of this potential Read More...
Infor Epiphany
Infor@s CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your

kpis crm  Epiphany Infor''s CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your products and services and improves your bottom-line results. Infor CRM is comprised of the following key components: Marketing—delivers inbound and outbound marketing capabilities that streamline the campaign process and create real-time customer profiles which can be analyzed to identify high-impact offers at the moment of customer 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

kpis crm  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 Read More...
The Case for a New CRM Solution
CRM software has gone well beyond being a

kpis crm  Case for a New CRM Solution CRM software has gone well beyond being a good to have capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution. Read More...
NetSuite 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

kpis crm  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 Read More...
How ERP and CRM Solutions Can Save You Money
Simply visit microsoft''s dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

kpis crm  ERP and CRM Solutions Can Save You Money Business people want to know: What can I do to help my company save money during this economic downturn? How can I make business better? Perhaps you are asking the very same questions. One thing that''s worked for many small and midsized companies is to use Microsoft Dynamics ERP and CRM software. It''s enabled them to increase their companies'' efficiencies, reduce their costs, and strengthen and grow their businesses—all during tough economic times. And you Read More...

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