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5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

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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 » free access templates crm


Dashboard Development and Deployment-A Methodology for Success
A dashboard is a vital tool for monitoring the daily health of your organization. From a single interface, decision makers have access to key performance

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Business Intelligence: Actionable Insights for Business Decision Makers
Despite significant investments in data collection and integration, few companies can redeploy accumulated data to drive business performance. To succeed, they

free access templates crm  of globalization instant communications, free trade, outsourcing, and off- shoring place a premium on the ability to analyze information and make rapid and informed decisions. Simple and relevant BI tools can empower employees to make effective decisions more quickly. By integrating real-time decision making with mission critical business processes, companies can ensure that they are serious contenders within the innovation-driven world of the 21st century. 6.0 Looking Ahead William Gibson could have bee Read More
CRM and BPM: “We Goes Together Like Peas and Carrots”
In 2009, I attended two Gartner Summit events: the Gartner Business Process Management (BPM) Summit in March in San Diego; and Gartner Customer Relationship

free access templates crm  so-called  best practices  and free up employees to concentrate on higher-value activities. Workflow enablement can also take the guesswork out of more complex processes via the setting up of  business rules . For example, leads can be automatically distributed based on sales territory or informational mailings can be sent out based on pre-defined triggers. Another way to leverage workflow capabilities is by automating end-to-end business processes. For example, a workflow can be used to take a Read More
Collaborative Commerce: ERP, CRM, e-Proc, and SCM Unite! A Series Study: IFS - Part 1 of 2
IFS arrived over five years ago on U.S. shores, with a Christmas-bag full of software components that run from the front-office to back-office and back again

free access templates crm  on Apache 's Tomcat freeware, although it also supports Bea 's Weblogic . At the presentation layer, many, though not all of the components, are web-enabled. Essentially, the company splits its web-enablement between those components which are customer- or supplier-facing (web-enabled), and those that are used strictly internally (client-server, or thick client ). The user interface is primarily written in Java; the business-logic supports CORBA for database and application independence. IFS Breadth of F Read More
Oncontact CRM
Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that

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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

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Infor Epiphany
Infor@s CRM solution provides the tools your company needs to engage customers in a multi-channel, closed-loop dialogue that nurtures their loyalty to your

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Social CRM: Key Strategies and Must-have Features
Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer

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Maximizer CRM 12: Salesforce Automation Certification Report
Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation

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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

free access templates crm  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
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

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8 Essential CRM Best Practices-an Executive Guide
In this informative white paper, 8 essential CRM best practicesan executive guide, you'll discover the eight key elements of highly successful CRM ...

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CRM Without Compromise: A Strategy for Profitable Growth
Find out in CRM Without Compromise: A Strategy for Profitable Growth.

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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

free access templates crm   Read More
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