Home
 > search for

Featured Documents related to »  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. 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...
Start evaluating software now
Country:

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

Documents related to » crm finance company


'Collaborative Commerce': ERP, CRM, e-Proc, and SCM Unite! A Series Study: Baan and Parent Company, Invensys
Baan is now iBaan, fully focused on the Internet via Portals and web technologies, across CRM, ERP, and SCM spaces.

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...
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

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...
Building a Best-run Finance Organization: A New Role to Address Today’s Business Realities
One company executive has a growing influence in today’s boardroom@the chief financial officer (CFO). And the role of the finance organizations that these CFOs

crm finance company  | Value Engineering | CRM Best-run Finance | CRM Measure Best-run Finance | CRM Best-run Finance Organization | CRM Building a Best-run Finance | CRM Develop Best-run Finance | CRM Five Best-run Companies | CRM Weekly Run of Gains | CRM Develop Best-run Finance Organizations | CRM Leveraged Finance | CRM Best Run Finance Methods | CRM Change as Best-run Finance | CRM Best-run Venture | CRM Best-run Practices | CRM Small Business Success Best Run Companies | CRM Processes Drive Small Business Success Best Read More...
Why Cloud Computing Matters to Finance
This Institute of Management Accountants (IMA) paper explores the benefits of transitioning from an on-premise financials system to the cloud. The paper reviews

crm finance company  Cloud Computing Matters to Finance This Institute of Management Accountants (IMA) paper explores the benefits of transitioning from an on-premise financials system to the cloud. The paper reviews research conducted among 800 IMA members regarding their perceived benefits and risks related to moving financials to the cloud, including drivers around total cost of ownership (TCO); anytime, anywhere access; easy upgrades; and business process improvement. Read More...
Sybase an SAP Company
Founded in 1984 and acquired by SAP in 2010, Sybase manages, analyzes, and develops database and other enterprise technology. Its specialties include data

crm finance company   Read More...
Dynamics 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

crm finance company  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. 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

crm finance company  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...
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

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...
NetSuite CRM+
NetSuite CRM+ holds corporate data in a single database, giving executives access to their key performance metrics on a customizable, real time dashboard. It

crm finance company  It also combines customer-facing CRM and web capabilities with back-office ERP and collaboration capabilities for partners. Read More...
Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+
I’m Larry Blitz, editor of TEC’s Vendor Showdown series. Today’s Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM

crm finance company  to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+ Welcome to the CRM Showdown: Microsoft Dynamics CRM vs. NetSuite CRM+ I'm Larry Blitz, editor of TEC's Vendor Showdown series. Today's Showdown compares two popular mid-market CRM solutions, Microsoft Dynamics CRM and NetSuite CRM+, head-to-head. I hope you find this showdown helpful and informative. I invite your comments and questions at showdown@technologyevaluation.com . Introduction With CRM so closely bound up with revenue 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

crm finance company  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...
Pivotal CRM : CRM for Financial and Insurance Markets Competitor Analysis Report
This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features

crm finance company  CRM : CRM for Financial and Insurance Markets Competitor Analysis Report This CRM knowledge base supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the knowledge base has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups. Read More...

Recent Searches
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Others