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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

2009 crm excellence award  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 company subsequently records receipt for the returned item and creates a credit note for the customer. Variations to this simple 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 » 2009 crm excellence award


Managing Customer Returns and RMAs Using Microsoft Dynamics AX
Returned material authorization (RMA) built on sales order functionality, such as that used by Microsoft Dynamics AX, can drastically simplify RMA processes.

2009 crm excellence award  Using Microsoft Dynamics AX 2009 . An RMA provides the starting point for managing a customer return, as well as its replacement or repair, and its related accounting transactions. Each RMA is given a unique identifier by Dynamics AX and consists of a header and line items. The header indicates the customer and an optional reason code for the customer return. Each line item indicates the item, quantity, ship-to location, and expected receipt date for a customer return; it also indicates the credit amount Read More
Business Intelligence for the Health Care Industry: Actionable Insights for Business Decision Makers
Hospitals around the world are facing increased pressure to improve operations from multiple directions. Legal requirements, aging populations, and an ever

2009 crm excellence award  Intelligence for the Health Care Industry: Actionable Insights for Business Decision Makers Business Intelligence for the Health Care Industry: Actionable Insights for Business Decision Makers If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Founded in 1972, SAP has a rich history of innovation and growth as a true industry leader. SAP currently has sales and development locations in more than 50 countries worldwide and is Read More
PegaWorld 2011 Revisited
How did Pegasystems avert disaster and become one of the fastest growing technology companies? The business process management (BPM) vendor started delivering

2009 crm excellence award  of the Year” for 2009. He has frequently presented at international conferences, written articles for major publications, and has been consulted extensively on the use of advanced technologies and work automation. Alan has been profiled in national print and broadcast media including Fox Business News, Fortune Magazine, Inc. Magazine, Forbes, The Boston Globe, The New York Times, Bloomberg Television, Barron’s, Reuters, and Investor’s Business Daily ; he has also been named the inventor of five Read More
CRM Without Compromise: A Strategy for Profitable Growth
Find out in CRM Without Compromise: A Strategy for Profitable Growth.

2009 crm excellence award  Without Compromise: A Strategy for Profitable Growth All companies want to increase revenues—and a solid customer relationship management (CRM) strategy can help make it happen. CRM is designed to help you maximize sales from existing customers and bring in new accounts. But how does CRM work? What are its key components? And how can you employ it to make your organization more profitable? Find out in CRM Without Compromise: A Strategy for Profitable Growth . You'll learn about CRM from all the key an Read More
Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM
For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate

2009 crm excellence award  Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. SageCRM vs. Oncontact CRM Hi, I’m Larry Blitz, editor of Technology Evaluation Centers’ (TEC) Vendor Showdown series. Today's Showdown pits three leading customer relationship management (CRM) vendors’ solutions against each other in a head-to-head contest: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM . We hope you find this 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

2009 crm excellence award  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
TEC 2011 CRM Buyer's Guide
The new TEC 2011 CRM Buyer's Guide makes it easy.

2009 crm excellence award  2011 CRM Buyer's Guide Want to know all about the dramatic changes in customer relationship management (CRM) software and how it impacts the way companies are doing business? The new TEC 2011 CRM Buyer's Guide makes it easy. Get the inside story on CRM innovation in cloud computing mobile CRM social CRM extended CRM functionality You'll learn about the benefits and drawbacks of the biggest trends in CRM. And how the latest CRM technology can make your company more profitable and competitive. The latest Read More
Understanding New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation
Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of

2009 crm excellence award  New CRM Functionality: Approaches to Ensure a Well-planned Successful CRM Implementation Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements Read More
Hitting the Moving Target of Operational Excellence
Accessing the right information is a crucial step in achieving operational excellence. But companies can examine performance in so many ways@and deliver that

2009 crm excellence award  operational excellence,business excellence,operational results,operational excellence quality,efficiency improvement,mastering operational excellence,process excellence 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...

2009 crm excellence award  5 Security Tips for 2009 If you think your business is not at risk, then think again. Internet security is no longer just a concern for large targets such as banks, but is a serious reality many small and mid size companies have to deal with. Faced with the same security challenges, how can smaller organizations manage without the same IT budget or resources ? What can these businesses do to have the same level of protection? In the white paper Top 5 Security Tips for 2009 , discover what smaller Read More
Agiline CRM
Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer

2009 crm excellence award  CRM Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other 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

2009 crm excellence award  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
CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction
An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document

2009 crm excellence award  Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction Linking CRM with Organizational Direction Research that has linked the statistical relationships between organizational behavior and CRM success has identified the importance of senior management leadership and direction prior to the deployment of CRM applications. In other words, it is important that an organization pursues a strategy that is complementary to CRM before the Read More
Keys to Operational Excellence in the Process Industries
Find out in operational excellence in the process industries.

2009 crm excellence award  Process Industries . This 2009 Aberdeen report will inform you about the market pressures facing the process industries; strategic responses to key market pressures; practices, processes, and technologies employed by best-in-class companies; and steps to success required to achieve best-in-class performance. Caught in a squeeze by thin margins, falling prices, and uncertainty in demand, process manufacturers are turning to all available means to achieve operational excellence. Learn how best-in-class Read More

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