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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...
 

 crm for financial market


PeopleSoft Revamps World for Its Mid-Market
The major factors of success in business applications for the mid-market segment have traditionally been--flexible pricing, packaging and deployment options

crm for financial market  see Welcome to the CRM Mid-Market Abyss-PeopleSoft and PeopleSoft Internationalizes Its Mid-Market Forays . While there has been nothing inherently faulty in the vendor's approach (PeopleSoft had even attempted to overcome a typical cookie cutter approach, as each of its solutions would be preconfigured by developed industry templates to reduce cost and complexity, but would also allow for available extensions based on each customer's need), it has, nevertheless, failed to strike the true

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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 » crm for financial market

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

crm for financial market  immediate availability of Agresso CRM , a customer relationship management (CRM) solution aimed specifically at the mid-market services sector that Agresso has addressed for more than 20 years. It is fully web based, and can run on multiple databases, operating systems, and stationery or mobile devices. Agresso CRM is being rolled out globally via either a standard, on-site license or software-as-a-service (SaaS) agreement. Agresso CRM is the first in a series of so-called BLINC Solution Plug-Ins to Read More

Surado! A Rising Mid-market CRM Provider


Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc. developers of Surado CRM Solutions. Surado positions itself high in many functional areas, against many mid-market software vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, and Commence Corporation.

crm for financial market  most popular PDAs. Surado CRM also provides its Customer Service module for help desk and support environments. Both CSRs and Sales representatives can share customer details since there is a single repository for data. The workflow once again fulfills its role to allow rule-based escalation and notification. In addition, Surado's release of its computer telephony integration (CTI) module, based on Intel's NetMerge CT ADE, scheduled for 1st Quarter of 2004, with support for all major telephone switches, Read More

The ERP Market 2001 And Beyond - Part 4: Market Predictions


ERP will be redefined as a platform for enabling e-business globally. Originally focused on automating internal processes of an enterprise, ERP systems will include customer and supplier-centric processes as well. The conclusive evidence of this redefinition is the move of all major ERP players into CRM and SCM applications.

crm for financial market  equitably shared among SCM, CRM and e-procurement markets. How Will Vendors Adapt?  While the concept of best-of-breed will retain its appeal (see Single Source or Best of Breed -The Debate Continues ) in the high-end of the market, users will often look for one strategic vendor to fulfill the majority of their business application needs. This is particularly true for the lower end of the market and for the companies operating highly centralized organizations with a conservative bent. This trend, Read More

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.

crm for financial market  product. Janna has developed CRM software for the financial services industry since its inception in 1990. Janna's strengths are in contact management and web-based self-service. Siebel's eFinance product currently provides strong call center and lead management functionality and the addition of Janna's web-based self-service in particular will broaden Siebel's operational CRM offerings for financial organizations. In a recent press release Siebel indicated that Janna technology would be a fully Read More

Make 'em Beg for It-How To Get Support for Electronic Document Management Systems and Electronic Records Management Systems


To successfully obtain the budget and organizational support for an electronic documentation management systems (EDMS) and electronic records management system (ERMS) project you need to know the pain points of all the departments in your organization. By asking the right questions of each department you’ll be able to develop your business case and create a persuasive analysis on the cost benefit for EDMS/ERMS.

crm for financial market  'em Beg for It-How To Get Support for Electronic Document Management Systems and Electronic Records Management Systems To successfully obtain the budget and organizational support for an electronic documentation management systems (EDMS) and electronic records management system (ERMS) project you need to know the pain points of all the departments in your organization. By asking the right questions of each department you’ll be able to develop your business case and create a persuasive analysis on Read More

Examples Of How Some Mid-Market Vendors Might Remain Within The Future Three (Dozen)? Part Three: Made2Manage Market Impact and User Recommendations


Smaller manufacturing enterprises are often more comfortable dealing with a vendor of a size and corporate culture similar to theirs. Examples of these markets can be e.g., fresh meats, dairy producers, Tier 2/3 automotive suppliers, etc. Some of these thriving Boutique Vendors will actually be conglomerates of smaller divisions or vendors with a common owner. These might even be a current mid-range vendor who specializes in a series of smaller markets or even a sub-segment of a Big Five vendor

crm for financial market  of their e-commerce and CRM needs. Large companies should consider Agilisys as a single source vendor for divisional level systems and as a SCM and plant level provider to corporate level systems. Since requirements differ significantly among different types of process manufacturing companies, users should focus on those functions that make their kind of process industry unique. From Agilisys and any other vendor in the contest, get in-depth demonstrations of those functional areas. Made2Manage's 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.

crm for financial market  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

PTC Windchill 10 for Core PLM for Discrete Industries Certification Report


PTC Windchill 10 is TEC Certified for online evaluation of core product lifecycle management (PLM) for discrete industries solutions in the Core PLM for Discrete Industries Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

crm for financial market  Windchill 10 for Core PLM for Discrete Industries Certification Report PTC Windchill 10 is TEC Certified for online evaluation of core product lifecycle management (PLM) for discrete industries solutions in the Core PLM for Discrete Industries Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product Read More

Five BI Success Factors for the Midsize Organization: Tactical Guidelines for Effective BI Deployment


Midsize businesses feel the most pressure to boost revenue and increase profits—and have smaller margins for error. Achieving your goals requires making smart, timely decisions that are backed by solid data. With a business intelligence (BI) solution, you can make timely informed decisions and improve productivity, while maximizing value and return. Find out about the five success factors for implementing a BI solution.

crm for financial market  BI Success Factors for the Midsize Organization: Tactical Guidelines for Effective BI Deployment Midsize businesses feel the most pressure to boost revenue and increase profits—and have smaller margins for error. Achieving your goals requires making smart, timely decisions that are backed by solid data. With a business intelligence (BI) solution, you can make timely informed decisions and improve productivity, while maximizing value and return. Find out about the five success factors for Read More

Growth Solutions for Data Storage: Meeting Needs Now and in the Future for Small Business


For business everywhere, the growth in the Internet has resulted in an enormous challenge to effectively and affordably manage, store, and archive digital files. In small to medium businesses (SMBs), solutions to store and manage digital files are often on a PC server or external hard drive—which can limit growth. SMBs should look for a storage and file management solution that allows for incremental growth. Find out why.

crm for financial market  Solutions for Data Storage: Meeting Needs Now and in the Future for Small Business For business everywhere, the growth in the Internet has resulted in an enormous challenge to effectively and affordably manage, store, and archive digital files. In small to medium businesses (SMBs), solutions to store and manage digital files are often on a PC server or external hard drive—which can limit growth. SMBs should look for a storage and file management solution that allows for incremental growth. Find 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 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.

crm for financial market  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

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, marketing automation and online/offline campaign management, project management, and mobile CRM modules.  

crm for financial market  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

Financial Packages


Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time.

crm for financial market  Packages Financial packages encompass modules for bookkeeping and making sure that accounts are paid or received on time. Read More

3D Systems to Acquire Geomagic: Set to Capture Market Share of Scan-to-CAD Market


Recently, 3D Systems signed a definitive agreement to acquire Geomagic. Geomagic develops the software that is used for scanning physical objects into 3D data. It also produces 3D metrology and inspection software that compares and verifies the measurements of an actual physical product with its design. This acquisition fits well with the portfolio and offerings of 3D Systems, which is well known

crm for financial market  Systems to Acquire Geomagic: Set to Capture Market Share of Scan-to-CAD Market Recently, 3D Systems signed a definitive agreement to acquire Geomagic . Geomagic develops the software that is used for scanning physical objects into 3D data. It also produces 3D metrology and inspection software that compares and verifies the measurements of an actual physical product with its design. This acquisition fits well with the portfolio and offerings of 3D Systems, which is well known for its 3D content-to-print Read More