X
Start evaluating software now

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

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...
 

 objectives of the crm


CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM
Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement

objectives of the crm  the most part, the objectives have revolved around vague notions of being customer centric , being closer to the customer, or making the customer more satisfied. So user organizations have essentially been told that they need to purchase very expensive technology for the purpose of being customer centric (a concept whose definition remains illusive). Is it no wonder that the industry has a problem with achieving much less defining success? From the outset of the industry, analysts have challenged the CRM

Read More


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

Read More
Start evaluating software now

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

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 » objectives of the crm

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

objectives of the crm  CRM News | CRM Objectives | CRM Online | CRM Operations | CRM Organization | CRM Outsourcing | CRM Overview | CRM Package | CRM Package Software | CRM Packages | CRM Performance | CRM Planning | CRM Policy | CRM Portal | CRM Presentation | CRM Process | CRM Processes | CRM Product | CRM Products | CRM Professional | CRM Program | CRM Programs | CRM Project | CRM Projects | CRM Quality | CRM Relationship | CRM Relationships | CRM Report | CRM Research | CRM Review | CRM Reviews | CRM Security | CRM Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

objectives of the crm  and/or weakness of business objectives driving the CRM initiative. Although this is true, many projects fail due to a poor vendor selection procedure. Starting At The Beginning Of course software tools such as business applications are necessary for the vast majority of CRM initiatives, but you don't start building a house by conducting a search for tools. You begin by developing a vision of what you want your house to look like. The CRM vision should consist of a clear, well constructed model of how the Read More

Social CRM: Customer Relationship Management in the Age of the Socially-empowered Customer


Most of your customers and prospects expect you to be involved in social media—and they’ll be more likely to do business with you if you are. So how do you expand your customer relationship management (CRM) strategy to engage social customers, and gain their trust? Discover how to integrate Web 2.0 social media tools and strategies into your traditional CRM efforts for better, more meaningful customer relationships.

objectives of the crm  CRM Modules | CRM Objectives | CRM Online | CRM Operations | CRM Organization | CRM Overview | CRM Package | CRM Packages | CRM Performance | CRM Planning | CRM Presentation | CRM Process | CRM Processes | CRM Product | CRM Product Comparison | CRM Product Guide | CRM Product Review | CRM Product Reviews | CRM Products | CRM Products Comparison | CRM Products List | CRM Programs | CRM Project | CRM Quality | CRM Report | CRM Requirement | CRM Requirements | CRM Requirements List | CRM Requirements Read More

CRM: Creating a Credible Business Case and Positioning It with the CEO Part Two: Linking CRM with Organizational Direction


An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to assess results and declare success.

objectives of the crm  product met its profit objectives or my program generated x leads. Call centers and help desks are often managed on a cost containment philosophy where productivity and risk avoidance policies prevail. None of these functions would view themselves as being customer antagonistic but no one is really looking at the customer outside of the framework of raw revenue. The customer has a need to fulfill and desires a positive experience in terms of value perception, use, and interactions with the organization. Read More

Managing the Process of Process: Establishing the Right Goals and Improving Operations and Systems to Hit the Mark


North American process manufacturers face increasing challenges related to heightened security, pricing pressures, global competition, and rising costs. Thus, continuous improvement of processes is imperative to remaining competitive. How close is your company to world-class? And how focused are you on process improvement? Find out how get started on a process improvement strategy that will have long-term benefits.

objectives of the crm  the Process of Process: Establishing the Right Goals and Improving Operations and Systems to Hit the Mark North American process manufacturers face increasing challenges related to heightened security, pricing pressures, global competition, and rising costs. Thus, continuous improvement of processes is imperative to remaining competitive. How close is your company to world-class? And how focused are you on process improvement? Find out how get started on a process improvement strategy that will hav Read More

The Supply Chain in the Cloud


Many companies today are obviously interested in using enterprise technology that they can access via the cloud. The software-as-a-service (SaaS) delivery model avails companies, as is well known, of technology without a large fixed cost, and that is device independent, and accessible by more users, without continual upgrades to worry about. While there are the oft-mentioned concerns around

objectives of the crm  Supply Chain in the Cloud Many companies today are obviously interested in using enterprise technology that they can access via the cloud. The software-as-a-service (SaaS) delivery model avails companies, as is well known, of technology without a large fixed cost, and that is device independent, and accessible by more users, without continual upgrades to worry about. While there are the oft-mentioned concerns around security (which we will not get into here), and SaaS is not the right software delivery Read More

Measuring the Success of Lean: Selecting the Best Mileposts for the Never-ending Journey


As manufactures adopt lean principles, the process inevitably involves developing metrics for measuring their progress. But measurements are linked throughout the organization, not just on the manufacturing floor but in accounts payable and other back office processes. This white paper emphasizes the need to focus on strategy deployment.

objectives of the crm  the Success of Lean: Selecting the Best Mileposts for the Never-ending Journey As manufactures adopt lean principles, the process inevitably involves developing metrics for measuring their progress. But measurements are linked throughout the organization, not just on the manufacturing floor but in accounts payable and other back office processes. This white paper emphasizes the need to focus on strategy deployment. Read More

Training for the Many… Learning for the One: How Successful Organizations Recognize the Difference and Use Technology to Deliver Both


Winston Churchill once said, “Personally, I’m always ready to learn, although I do not always like being taught.” Formal training and informal learning can be combined to create powerful education opportunities for groups and for individuals. Include personalization in the mix and you have a recipe for almost certain success. It sounds straightforward, but is the implementation of such programs as simple as it seems?

objectives of the crm  for the Many… Learning for the One: How Successful Organizations Recognize the Difference and Use Technology to Deliver Both Winston Churchill once said, “Personally, I’m always ready to learn, although I do not always like being taught.” Formal training and informal learning can be combined to create powerful education opportunities for groups and for individuals. Include personalization in the mix and you have a recipe for almost certain success. It sounds straightforward, but is the impl Read More

Your 360-degree View of the Customer: Keep the Customer in View


Vendors of customer relationship management solutions, and the companies that use those solutions, praise the advantages of having a 360-degree view of the customer. The approach is meant to provide a company with a full picture of its customers in order to enhance the customer experience, provide better customer service and support, and improve the company’s sales and marketing initiatives to

objectives of the crm  or two of these objectives. But as its name implies, a 360-degree view demands a holistic approach. In other words, you’ll have a hard time increasing sales if the customer experience is less than great, and for customers to have positive experiences, customer service must be at least satisfactory. A 360-degree view of a customer is not a KGB file, where all customer interactions are thoroughly documented and “corrective” actions are taken when considered necessary by some “higher authority.” Read More

The Benefits of Running Your Business Software in the Cloud: Strategies for Success


With the growth of cloud computing, businesses must understand their application footprint, how applications and business processes cross departments and lines of business, and how to optimize their applications architecture around collaboration and process. This white paper shows how businesses can position themselves for cost-effective growth and improved competitiveness by combining an integration applications strategy with cloud delivery.

objectives of the crm  Benefits of Running Your Business Software in the Cloud: Strategies for Success With the growth of cloud computing, businesses must understand their application footprint, how applications and business processes cross departments and lines of business, and how to optimize their applications architecture around collaboration and process. This white paper shows how businesses can position themselves for cost-effective growth and improved competitiveness by combining an integration applications strategy Read More

The Store of the Future


The big hit of the National Retail Federation show was the Metro Group's Store of the Future. The budget for this extravaganza - it appears to have been underwritten by some of the biggest technology firms in the world.

objectives of the crm  Store of the Future Introduction We just got back from the National Retail Federation show in NYC—home of big retailing. The big hit of the show was the Metro Group's Store of the Future . The budget for this extravaganza—it appears to have been underwritten by some of the biggest technology firms in the world. What was fascinating was the implementation of what we call multi-dimensional management—bringing together the customer dimensions to product and supply chain. (We have included a white Read More

The Automotive Supply Chain in the New Normal: Analysis of the Industry and its Supply Chain Opportunities


While change is never easy, continuing with an outdated process does not help companies to stay competitive. Learn how transforming your S&OP process from a supply-demand balancing exercise to a strategic approach that integrates your entire business can increase supply chain visibility, improve customer service, and ensure a better balance between demand, capacity, and profitability. And know the Top 10 myths in S&OP.

objectives of the crm  Automotive Supply Chain in the New Normal: Analysis of the Industry and its Supply Chain Opportunities While change is never easy, continuing with an outdated process does not help companies to stay competitive. Learn how transforming your S&OP process from a supply-demand balancing exercise to a strategic approach that integrates your entire business can increase supply chain visibility, improve customer service, and ensure a better balance between demand, capacity, and profitability. And know the Top Read More

Now the Minnows are Eating the Minnows


In a transaction valued at approximately $15 million, DataMirror Corporation has announced that it has completed the acquisition of assets and assumption of certain liabilities of Constellar Corporation. Both companies have been small niche players in the data warehousing market, Constellar being almost exclusively Oracle-based, and DataMirror concentrating on the IBM AS/400. The goals appear to be increased access to capital for Constellar, and a foothold in the Oracle market for DataMirror.

objectives of the crm  the Minnows are Eating the Minnows Now the Minnows are Eating the Minnows M. Reed - October 19, 2000 Event Summary In a transaction valued at approximately $15 million, small by most standards in the software industry, DataMirror Corporation (TSE: DMC) has completed the acquisition of assets and assumption of certain liabilities of Constellar Corporation. Both companies have been small niche players in the data warehousing market, Constellar being almost exclusively Oracle-based, and DataMirror 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.  

objectives of the crm  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