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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...
 

 e crm ranking


CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part Two: Using A Knowledge Base To Reduce The Time, Risk And Cost Of A CRM Selection
Using a knowledge base in the selection process can reduce the time, risk and cost of procuring technology. Well constructed knowledge bases that are used in a

e crm ranking  modules in the model. Exact Software took first place in CRM Analytics and e-CRM, while Genesis Global Technologies took first place in Call Center and Customer Service and Industry Vertical Module Availability. The CRM Evaluation Center allows selection teams to drill into any area of the model to compare vendor strengths and weaknesses. Figure 5 Although Microsoft CRM took fist place with baseline priorities, a few changes to the priorities can change the rank and scores. Figure 6 indicates a new set of

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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 » e crm ranking

Enterprise Financial Application Software: How Some of the Big ERP Vendors Stack Up


Contrary to what vendors may contend, not all of them are able to supply a cost effective solution that satisfies the critical requirements of an organization. In this case study from a recent selection engagement for a large series book publisher, we size up Oracle, JD Edwards, PeopleSoft, and Lawson in terms of corporate viability, vision, product functionality, technology, and cost.

e crm ranking  Financial Application Software: How Some of the Big ERP Vendors Stack Up Enterprise Financial Application Software: How Some of the Big ERP Vendors Stack Up S. McVey - December 25, 2001 Overview The subject of this case study is a large series and single-title book publisher that needed to replace a decade-old, highly customized financials system. Though accounting personnel had grown adept at using the existing system, it was clearly unable to keep pace with the client's evolving business model Read More

TEC Certification Complete for Tenrox Project Workforce Management


TEC recently completed certification of Tenrox’s project management software Project Workforce Management. Download the report now for a detailed analysis of the software’s strengths and weaknesses. While we previously certified the software in the context of project portfolio management software for professional services automation (PPM for PSA), this latest certification allows TEC

e crm ranking  provides integration with many ERP systems (SAP, Oracle), payroll applications (ADP, Ceridian, Paychex), CRM (Microsoft Dynamics, Salesforce.com), accounting (SAP Business One, Sage, Microsoft Dynamics), document management (Microsoft Office SharePoint), and other project management software (Microsoft Project). •    The software is strong in project resource planning and scheduling functionality, especially in resource allocation, multiple user management, e-mail notifications, contacts management a Read More

Logility Voyager Solutions


Logility Voyager Solutions is a complete set of supply chain management solutions in one Internet-based collaborative framework, including global supply chain visibility; demand, inventory and replenishment planning; supply and sourcing optimization; transportation planning and execution; and warehouse management. Specifically, Voyager WarehousePRO increases shipping and inventory accuracy by optimizing the flow of materials and information through distribution centers; and helps cut operational costs and improves productivity, order fill rates, space utilization and customer service. It also incorporates advanced workflow technology, industry-specific practices, and RFID technology. WarehousePRO is completely integrated to Logility Voyager Transportation Planning & Management.  

e crm ranking  Voyager Solutions Logility Voyager Solutions is a complete set of supply chain management solutions in one Internet-based collaborative framework, including global supply chain visibility; demand, inventory and replenishment planning; supply and sourcing optimization; transportation planning and execution; and warehouse management. Specifically, Voyager WarehousePRO increases shipping and inventory accuracy by optimizing the flow of materials and information through distribution centers; and helps Read More

Exact


Established in 1984, Exact Software provides solutions comprising traditional enterprise resource planning (ERP), as well as related software solutions such as human resource management (HRM), customer relationship management (CRM), project management, business intelligence and business analytics (BI/BA), and electronic workflow. Exact is headquartered in Delft (the Netherlands) and has other offices in Europe, the Middle East, North and South America, Asia, Australia, and Africa. With approximately 2,200 employees, subsidiaries in more than 40 countries, solutions available in 40 languages, Exact currently serves customers in more than 125 countries across all 5 continents. Exact Holding NV (EXACT) has been listed on Eurolist by Euronext Amsterdam since June 1999. Exact Americas is a division of Exact Holding N.V. and has its headquarters in Middleton, Massachusetts (US). The Americas region is responsible for the management, development, marketing, sales, and services associated with the Exact Synergy and Exact Globe brands in North America, South America, and Central America, as well as the Exact Macola ERP, Exact JobBOSS, Exact MAX, Exact Alliance, and Exact Business Analytics brands worldwide.

e crm ranking  Established in 1984, Exact Software provides solutions comprising traditional enterprise resource planning (ERP), as well as related software solutions such as human resource management (HRM), customer relationship management (CRM), project management, business intelligence and business analytics (BI/BA), and electronic workflow. Exact is headquartered in Delft (the Netherlands) and has other offices in Europe, the Middle East, North and South America, Asia, Australia, and Africa. With approximately 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 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.

e crm ranking  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 Read More

Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

e crm ranking  CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. Read More

Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM 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.

e crm ranking  CRM 12: CRM Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM 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. Read More

BizAutomation CRM + Business Management


BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via Outlook Web Access (OWA) and regular Outlook.  

e crm ranking  CRM + Business Management BizAutomation CRM + Business Management is an all-in-one e-business suite designed to serve the end-to-end requirements of small businesses that have Microsoft Exchange on their network, or that want to subscribe to the suite via one of our hosted Exchange partners. All modules are offered in their entirety and can be used as needed, without the need to pay for add-on modules. It's the only business suite that leverages a 100 percent browser-based Web interface via Read More

Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution?


When selecting a CRM vendor should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting the best in each category but being left with standalone applications that must be integrated? This article compares the two approaches and offers some advice.

e crm ranking  Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? Pure-Play CRM Vendors: Choose an Integrated or Best-of-Breed Solution? R. Garland - September 5, 2001 Introduction  There are a LOT of CRM vendors. If you count the pure-play Integrated CRM vendors and niche, or, fill-the-cracks vendors, there at least fifty from which to choose. Should you go with a one-source solution, reducing the need for integration with other corporate data sources, or go with a best-of-breed approach, getting Read More

Social CRM is Dead, Long Live Social Media Flavored CRM


Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare” (definition taken from The Free Dictionary). In my opinion, CRM does not really affect human welfare, since it brings advantages only to its users and to the customers of the companies using it. In this blog post, I will explain why

e crm ranking  blog post, I will explain why CRM is not social and why social CRM (SCRM) is nothing more than CRM using social media tools. Does Social Media Affect Human Welfare? Yes, it does, and in many ways. Of course, different people have different views on the use of social media but I think it has a great impact on human welfare for the following reasons: It is accessible to everyone having an Internet connection (the Internet is the widest network on the planet with 1,733,993,741 users – according to 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 any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

e crm ranking  we know of to evaluate CRM solutions, and we invite you to give it a run-through. Simply click on the link below to visit our CRM Evaluation Center to conduct your fast, free custom CRM comparison. After all, there's no other organization quite like yours. For a free custom comparison of CRM solutions, click below. Find out which CRM solutions are best suited to your company's particular requirements and type of business. 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?

e crm ranking  Effective CRM System | ERP CRM System | Free CRM Software | Free CRM System | Good CRM System | Complete CRM System | Implementing CRM System | Management System | Online CRM Solution | Online CRM System | Online CRM Systems | CRM System Info | Simple CRM Software | Software Management System | Top CRM Systems | Use CRM System | Using CRM Systems | Web Based CRM | Web Based CRM System | Web Based CRM Systems | Powerful System | Customer Relationship Management System | Hosted CRM System | CRM System Read More

Introducing E-learning Across the Enterprise to Accelerate Training and Reduce Costs


MultiCare Health System was overspending on core education processes, and employees and managers were increasingly reporting that education services were difficult to navigate and not aiding them in their work. SumTotal’s Learning Management enabled a substantial transformation for MultiCare: from a virtually nonexistent system to a robust learning management solution that supports the entire enterprise. Read the case study.

e crm ranking  E-learning Across the Enterprise to Accelerate Training and Reduce Costs MultiCare Health System was overspending on core education processes, and employees and managers were increasingly reporting that education services were difficult to navigate and not aiding them in their work. SumTotal’s Learning Management enabled a substantial transformation for MultiCare: from a virtually nonexistent system to a robust learning management solution that supports the entire enterprise. Read the case stu Read More