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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

crm template  Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Response Management, Industry Vertical Module Availability, Product Technology 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 » crm template


Cincom Asserts Expertise In CRM For Complex Manufacturers
Cincom’s latest CRM product release offers a compelling value proposition for many ‘to order’ manufacturing enterprises. While it is a product that may raise

crm template  has long realized that CRM systems not only require integration with ERP systems to reconcile data such as customer master data, but also the bigger issue of integrated inter- and intra-enterprise business processes. For make-to-order (MTO) and ETO products, the overall process starts with capturing customer requirements at the front end that can be dynamically converted into work orders, routings, and other procedures via product configuration engines. To at least keep abreast of the competition, Cincom Read More
Interface Software Expands Its CRM Functionality
Interface Software, a provider of relationship intelligence to professional services firms, introduces InterAction 5 with three additional modules aimed at

crm template  is exactly where InterAction CRM has been focusing for more than a decade. InterAction 5 provides professionals a 360-degree view of their client's contacts, states of relationship, related matters, and engagements. InterAction Engagements is designed to help professionals from financial and consulting management services to build a consensus around an engagement where people, expertise, companies, and relationships are collected and matched to their requirements. Past experiences can also be accessible Read More
Version 12 of Maximizer CRM
Maximizer Software has launched a new version of its customer relationship management (CRM) solution, now offering various deployment options: on premises

crm template  12 of Maximizer CRM Maximizer Software has launched a  new version of its customer relationship management (CRM) solution , now offering various deployment options: on premises, public cloud, and private cloud. New additions ensure better usability, increased business productivity, improved mobile accessibility, and extended integration capabilities. To the recently announced  Maximizer CRM: HubSpot Connector , version 12 adds the following: Enhanced quick search and prompt for values functions Read More
CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity
Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that

crm template  relationship management (CRM) (Wikipedia) CRM Without Workflow is not CRM: How to Maximize Sales and Service Productivity Customer relationship management (CRM) is also known as : Customer Intelligence , Customer Service , Consumer Relationship System , Business Intelligence , Client Relationship Management , Enterprise Relationship Management , Consumer Relationship System , Employee Experience Management , Customer Experience , Customer Experience Management , Service System , Relationship Management , Read More
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

crm template  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 protagonist of the story is 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 template  It also combines customer-facing CRM and web capabilities with back-office ERP and collaboration capabilities for partners. Read More
On-Premise vs. On-Demand CRM
When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not

crm template  Premise vs. On-Demand CRM When looking to acquire an initial customer relationship management (CRM) solution or replace an existing deployment, a host of considerations must be made, not the least of which is choosing between an on-demand or on-premise solution. Both the on-demand and on-premise models have pros and cons, as well as risks and rewards. Download this white paper and know what you need to consider before making a final decision. Read More
CRM Buyer's Guide
If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs.

crm template  Buyer's Guide CRM Buyer's Guide If you're interested in a CRM solution, here's a guide to help you zero in on the best one for your company's needs. With this CRM Buyer's Guide , you'll quickly get up to speed on all the key CRM considerations: business benefits of a CRM solution hosted vs. on-premise CRM, including advantages and disadvantages CRM market overview and history CRM cost considerations CRM solution providers You'll also learn about the essential CRM tools, including sales force automation Read More
The Case for a New CRM Solution
CRM software has gone well beyond being a

crm template  Case for a New CRM Solution CRM software has gone well beyond being a good to have capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution. Read More
Pivotal CRM
Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes

crm template  CRM Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales force, marketing, and service automation.   Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any Read More
Oracle CRM
Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features

crm template  CRM Oracle CRM On Demand is the newest release of Oracle's software-as-a-service. This CRM solution provides Web 2.0 collaboration capabilties and other features such as analytics capabilities, a built in contact center, sticky notes features, and a centralized message center, and custom applets. It also has widgets to embed other applications, including Google, MyYahoo, or Microsoft SharePoint. 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

crm template  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 Vendor Showdown helpful Read More
Access Commerce Spices Up North American CRM Fray
In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user

crm template  Spices Up North American CRM Fray Access Commerce Spices Up North American CRM Fray P.J. Jakovljevic - July 5, 2000 Event Summary According to the company's press release from June 8, Access Commerce, a French eCRM vendor, has announced its acquisition of AIS Technologies Inc. from Vancouver - British Columbia, Canada - a leading e-business solution provider for mid-sized enterprises. This acquisition will accelerate growth plans for penetrating into North America as well as the development of Read More
Prophet CRM
We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them

crm template  CRM We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them to log into another website or open up an entirely different CRM application. Your people are already doing 50 to 60% of their CRM activities inside of Outlook, why not just put CRM features into Outlook and that is precisely what we did. Thus Prophet CRM was born – a CRM Simplified with Outlook that your people will actually use Read More

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