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Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
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 crm finance company


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

crm finance company  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. BEGINLYXd

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

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

Compare Now

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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Best-of-breed Approach to Finance and Accounting


CODA's savvy accounting and financial offerings include budgeting, forecasting, scorecards, and tools that use Microsoft Excel spreadsheets collaboratively and securely. However, CODA must defend its narrow specialist and best-of-breed approach against larger-scale integrated enterprise system offerings.

crm finance company  management (see Why Are CRM and Analytics Intrinsically Connected? ). By applying analytical technologies to supply chain or trading partners data, managers can find answers to such questions as, How do seasonal or any (un)expected sales impact the raw materials inventory and purchasing plans? ; How will cash flow be affected by switching suppliers or a major order cancellation? ; What inventory shortages need to be addressed first? ; What is the likely impact on labor and capacity of a proposed rush Read More

10 Fundamental Strategies for Choosing the Right ERP Finance and Accounting Solution for Your Company


Big-name vendors are competing with those that have long catered to midsized enterprises. With a little savvy, midsize companies can make the dynamic enterprise resource planning (ERP) market work to their advantage. Learn the industry’s top 10 strategies to grow your company and revenue by upgrading from an out-of-the-box finance solution to one that better connects systems and processes throughout your business.

crm finance company  into the following areas: CRM Sales and marketing applications Business performance Business intelligence Business analytics Workflow Document management Regardless of the specific solution that an SMB eventually settles on, IT executives will want to maintain stringent management policies to maximize ERP performance. Supply-chain management Human Resources Budgeting Project accounting Yet instead of feeling overwhelmed by these many hooks into other applications, think of your investment as a major move Read More

'Collaborative Commerce': ERP, CRM, e-Proc, and SCM Unite! A Series Study: Baan and Parent Company, Invensys


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crm finance company  appointment creates a dedicated CRM business unit that sharpens our focus on this important e-business market segment. We continue to be committed to delivering integrated enterprise solutions from front office to back office. Additional moves in the ensuing months solidified the notion that Baan was in the C-Commerce game. In November 2000, Baan announced the establishment of a strategic partnership with Business Objects for E-Business Intelligence (management reporting and decision support tools). In Read More

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


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crm finance company  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

Integrative CRM Enhances Midsize Business Agility and Performance


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crm finance company  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

SMB Team On-Demand CRM Comparison Guide


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crm finance company  Team On-Demand CRM Comparison Guide This guide provides a feature list comparison of 12 on-demand CRM products for small to medium businesses. Read More

Strategies for a Successful CRM Implementation: A Guide for Small and Medium Sized Enterprises


In general, most organizations agree that customer satisfaction—one measure of customer relationship management (CRM) success—improves when CRM software is implemented. This white paper discusses the keys to successfully implementing CRM software solutions, as well as some of the important prerequisites—people and processes—to finding and installing CRM technology.

crm finance company  for a Successful CRM Implementation: A Guide for Small and Medium Sized Enterprises In general, most organizations agree that customer satisfaction—one measure of customer relationship management (CRM) success—improves when CRM software is implemented. This white paper discusses the keys to successfully implementing CRM software solutions, as well as some of the important prerequisites—people and processes—to finding and installing CRM technology. Read More

The Answer Company


The Answer Company (TAC) was founded in 1994 by Shawn Ostheimer, who continues to manage the company's growth. The business is based on building successful relationships with clients, and although many companies will suggest the same, TAC is happy to share references to back up this claim. In addition to loyal customers, The Answer Company has loyal staff, as it believes there is a direct connection between the two. At the heart of TAC is a dedicated team of professionals with a wide base of technical and application expertise, committed to providing excellent customer service. The designers, technical staff, installation experts, trainers, and consultants partner closely with your firm to uncover your key business needs, develop software solutions, and ensure effective and efficient implementation, as well as long-term support. Collectively, The Answer Company’s consultants have more than 100 years of experience installing and supporting Sage and Epicor software, so you can rest assured that TAC will deliver the business value you expect and need, both now and in the future.

crm finance company  Accounting,British,Columbia,CRM,Financial,Provider,Sage,Software,Solutions,Vancouver Read More

Integrating CRM with ERP


Hearing confusing messages from your customer resource management (CRM) and enterprise resource planning (ERP) vendors? You may be dealing with dozens of software vendors and system integrators, each one praising the benefits of his solution. Among these proposals, one claims not only to efficiently manage the entire customer life cycle, but also to take full advantage of your previous technology investments. Your incumbent ERP system vendor also has a CRM solution, and praises the benefits of the tight integration of both systems. The question then is, how do you know whether this solution is the best for you? Request your copy of Integrating CRM with ERP compliments of Baseline Consulting. The report gives you the criteria to use when formulating your strategy of integrating CRM with ERP, best practices of CRM implementation, dealing with ERP integration, and how to integrate CRM with ERP impacts the value chain.

crm finance company  CRM with ERP Hearing confusing messages from your customer resource management (CRM) and enterprise resource planning (ERP) vendors? You may be dealing with dozens of software vendors and system integrators, each one praising the benefits of his solution. Among these proposals, one claims not only to efficiently manage the entire customer life cycle, but also to take full advantage of your previous technology investments. Your incumbent ERP system vendor also has a CRM solution, and praises the Read More

Saleslogix CRM Best Practices Guide


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crm finance company  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the 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 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 front-office and back-office applications. To help your mobile representatives, Agiline provides a disconnected version that allows complete access to customer information.  

crm finance company  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 ROI: Creating a Business Case


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crm finance company  claimed the ROI from CRM implementations was dismal, with 8 out of 10 projects failing to deliver on ROI promises, and 50-70 percent typical project failure rates.(1) Some of this year's reports are more optimistic, with about 52 percent of companies responding that their CRM initiatives generated an ROI between 51 percent and 500 percent, and 30 percent of respondents saying the return was greater than 501 percent.(2) Why the big difference in the results? Some have blamed the analyst researchers for Read More

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crm finance company  Buyer's Guide: Innovations in CRM Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors. Read More

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crm finance company  Mobile and Social for CRM Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption. Read More