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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...
 

 managing crm


Global CRM: Managing the Multinational Sales Force
Customer relationship management (CRM) solutions have changed. What was once used to help sales personnel maintain records of contacts, sales-related activities

managing crm  CRM: Managing the Multinational Sales Force Customer relationship management (CRM) solutions have changed. What was once used to help sales personnel maintain records of contacts, sales-related activities, and individual team progress has now become so much more. But since CRM is now intertwined with other sales management solutions, it has left businesses that have implemented it in a bit of a quandary when it comes to the global sales market. Find out why.

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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 » managing crm

7 Questions Most CRM Vendors Are Afraid You’ll Ask: Success Secrets for Managing Customer Management Software


Choosing the right customer resource management (CRM) application involves looking at its ability to solve many business challenges—both expected and unexpected. Analyzing CRM applications for their problem-solving acumen can help your business successfully select a platform that improves the way you do business, drives profits, and reduces risk, while minimizing IT resource requirements.

managing crm  Ask: Success Secrets for Managing Customer Management Software Choosing the right customer resource management (CRM) application involves looking at its ability to solve many business challenges—both expected and unexpected. Analyzing CRM applications for their problem-solving acumen can help your business successfully select a platform that improves the way you do business, drives profits, and reduces risk, while minimizing IT resource requirements. Read More

Managing Customer Returns and RMAs


There are common and unique variations to returned material authorizations (RMAs) that can compound a company’s enterprise resource planning (ERP) system. Identifying RMA variations enables a company to determine what needs to be simplified and what needs to be modeled in an ERP system.

managing crm  AX solution approach to managing RMAs. It contains some of the information in Dr. Hamilton’s new book Managing Your Supply Chain Using Microsoft Dynamics AX 2009 . Returned material generally requires an authorization, termed returned material authorization (RMA) or returned goods authorization (RGA). In a simple situation, for example, the customer wants to return a defective product and obtain a credit. The company creates an RMA and provides the RMA number to the customer, who returns the item. The c Read More

CRM: The Essential Guide


Customer relationship management (CRM) solutions can help you achieve success by managing your company’s customer-facing processes and implementing a customer-centric vision. But to make the most of CRM’s benefits, you should weigh and consider the options by answering key questions about your processes and CRM solutions’ capabilities. Find out key CRM principles, and how to best mitigate the cost of CRM implementation.

managing crm  you achieve success by managing your company’s customer-facing processes and implementing a customer-centric vision. But to make the most of CRM’s benefits, you should weigh and consider the options by answering key questions about your processes and CRM solutions’ capabilities. Find out key CRM principles, and how to best mitigate the cost of CRM implementation. 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.

managing crm  Purchase , CRM Purchase Managing , CRM Purchase Management , Data CRM Purchase , Guidelines CRM Purchase , Right CRM Purchase , Purchase CRM Software , Hosted CRM Purchase , Effective CRM Purchase , Committing CRM Purchase , CRM Technology , CRM Buying Tools , CRM Success Strategies , CRM Deployment , CRM Deployment Mistakes , CRM Deployment Pitfalls , CRM Deployment Model , CRM Online Deployment , CRM Deployment Option , Analyst CRM Deployment . CRM is finally ready for prime time. Customer Relationship Read More

The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

managing crm  Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how. 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...

managing 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

Best Practices for Managing Just-in-Time Production


Find out in the Focus brief Best Practices for Managing Just-in-time Production.

managing crm  Practices for Managing Just-in-Time Production Best Practices for Managing Just-in-Time Production Just-in-time (JIT) production is a proven approach used by some of the world's most successful manufacturers. But what are the best practices that can make just-in-time production a success for your organization? Find out in the Focus brief Best Practices for Managing Just-in-time Production . You'll discover a set of approaches that can help you achieve a successful JIT implementation—allowing you to i Read More

BizAutomation CRM + Business Management


BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via Outlook Web Access (OWA) and regular Outlook.  

managing crm  CRM + Business Management BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via 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 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.

managing 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

Why CRM Is So Hard and What To Do About It: Data is key to making CRM work


Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization.

managing crm  systems by creating and managing standardized, reusable business definitions mapped to the different CRM system schemas throughout the organization. These maps, which direct CRM data movement across systems, are accessible to third-party tools via SOAP and Java APIs that make it possible to map common CRM, customer and business definitions across transactional and legacy systems. Having accomplished the definition phase, enterprises can then deploy interaction policies, which use the common language of 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 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.

managing crm  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

Agiline 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.

managing 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

Soffront CRM


The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM.  

managing crm  CRM The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM. Read More

Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)


Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The

managing crm  ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I) Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn't happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The protagonist of the Read More