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 activity in crm


5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

activity in crm  track all campaign account activity and history in a single location by date and user Ability to schedule a campaign task reminder for one or more people, to be delivered at the same or different times Ability to deliver reminders to each users Tasks/ Activities list, as a notification pop-up window and/ or via e-mail Ability to upload documents or other electronic files related to each campaign Display campaign effectiveness for each campaign which includes account response rates, contact response rates,

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Browse RFP templates

Visit the TEC store for RFP templates that can save you weeks and months of requirements gathering, and help ensure the succes of your software selection project.

Browse Now
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

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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 in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » activity in crm

CRM Vendors Cash In On The Financial Services Industry


Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than around products. This makes a perfect case for CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

activity in crm  the relevant business development activity of the vendor. Siebel and E.piphany appear to be making wise decisions, but it is important for the prospective buyer to understand what amount of customization is required, who is going to do it, and what resources the vendor and the implementer have to ensure successful project completion. Read More

Social CRM: Customer Relationship Management in the Age of the Socially-empowered Customer


Most of your customers and prospects expect you to be involved in social media—and they’ll be more likely to do business with you if you are. So how do you expand your customer relationship management (CRM) strategy to engage social customers, and gain their trust? Discover how to integrate Web 2.0 social media tools and strategies into your traditional CRM efforts for better, more meaningful customer relationships.

activity in crm  making. Whereas traditional CRM activity focused heavily on operational effectiveness and its impact ' both internally and on the customer ' social CRM is all about people and community. It's about how your company intends to participate in the ongoing conversations taking place in the industry. How you embrace non-traditional influential people like popular industry bloggers, and social sites on the Web frequented by your audience. And fully understanding the importance of contributing to discussions, in Read More

Mid-Market ERP Vendors Doing CRM & SCM In A DIY Fashion Part 1: Recent Announcements


While the ERP mid-market has seen more vibrant intra-market merger & acquisition activity during 2001, it appears that 2002 will, for some more tenacious Tier 2/Tier 3 vendors, be the year of delivering products under their own steam as to counteract the onslaught by Tier 1 vendors and mid-market juggernauts.

activity in crm  button directly from the activity screen. Added Microsoft Outlook Integration Features -- IMPACT CRM 3.5 extends Outlook email integration capabilities, while adding task and appointment synchronization. For users of Microsoft Outlook, IMPACT CRM 3.5 will optionally use the MS Outlook email editor for composing emails, making available the full editing, spell check, formatting and other facilities that Outlook provides. The contents of sent email messages are automatically copied as activities in IMPACT C Read More

CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

activity in crm  to this approach or activity documented to validate that it is part of the plan or was included in the original plan and implementation. The scoring system is based on a 1000-point system similar to the Baldrige Quality Award System. This model places a significant number of points on results with the reason for this emphasis is that the CRM strategy is about improving performance; all of the other activities and steps are a means to that end. It is very difficult to be completely descriptive in terms of Read More

NetSuite CRM+


NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and more, all in one comprehensive cloud CRM solution.  

activity in crm  CRM+ NetSuite is a cloud customer relationship management (CRM) solution that delivers a real-time 360-degree view of your customer experience, from lead and opportunity through to sales order management, upsell, renewals, and service.   In addition to advanced sales force automation (SFA), customer support, and marketing automation, NetSuite CRM+ delivers capabilities well beyond those offered by traditional CRM systems, including quotes, order management, commissions, sales forecasting, and 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 as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

activity in crm  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

Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

activity in crm  Advances Its CRM Solution with Zoho CRM Document Library Zoho has announced the Zoho CRM Document Library —an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document Library ensures correct document versioning and allows users Read More

CRM for Manufacturing vs. Regular CRM


A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with

activity in crm  for Manufacturing vs. Regular CRM A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with more information on these products. Why do Manufacturing Companies Need a 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 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 should be assessed first.

activity in crm   Read More

Best Practices in Food Traceability: Be Able to Respond to Audits in Just Minutes


Today’s ever-increasing frequency and cost of food and beverage recalls harm not only the companies directly affected, but all processors in the industry. See how leading food processors are turning to innovative software solutions, like Plex Online, to develop a complete food safety management system that enables them to achieve best practices in food and beverage processing quality and a high level of traceability.

activity in crm  Practices in Food Traceability: Be Able to Respond to Audits in Just Minutes Today’s ever-increasing frequency and cost of food and beverage recalls harm not only the companies directly affected, but all processors in the industry. See how leading food processors are turning to innovative software solutions, like Plex Online, to develop a complete food safety management system that enables them to achieve best practices in food and beverage processing quality and a high level of traceability. Read More

Best-in-class Strategies for Selecting an ERP Solution in 2013


Enterprise resource planning (ERP) represents a serious investment for any organization and is vital to future success. Top performing organizations approach the selection process with a clear plan and come away with solutions that implement smoothly and help drive business immediately. This report explores the strategies best-in-class organizations employ to find the right ERP fit that will give them the tools they need to thrive.

activity in crm  in-class Strategies for Selecting an ERP Solution in 2013 Enterprise resource planning (ERP) represents a serious investment for any organization and is vital to future success. Top performing organizations approach the selection process with a clear plan and come away with solutions that implement smoothly and help drive business immediately. This report explores the strategies best-in-class organizations employ to find the right ERP fit that will give them the tools they need to thrive. 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) 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.

activity in crm  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

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?

activity in crm  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 Man Read More

In-Memory Databases/In-Memory Analytics


The appeal of in-memory technology is growing as organizations face the challenges of handling and utilizing big data. There are compelling technical advantages to having an in-memory database, but the business benefits can be far-reaching, as the knowledge gained from analytics means that a data-driven business can closely engage with and anticipate the needs of customers and markets. This paper provides a look at the benefits of in-memory technology for dealing with big data and short overviews of in-memory/analytics solutions by five of the major vendors in the space.

activity in crm  Memory Databases/In-Memory Analytics The appeal of in-memory technology is growing as organizations face the challenges of handling and utilizing big data. There are compelling technical advantages to having an in-memory database, but the business benefits can be far-reaching, as the knowledge gained from analytics means that a data-driven business can closely engage with and anticipate the needs of customers and markets. This paper provides a look at the benefits of in-memory technology for dealing with Read More