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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...
 

 choosing crm implementation plan


10 Steps to a Successful CRM Implementation
When selecting or implementing a customer relationship management (CRM) solution, a mistake or error in judgment can be extremely costly. That’s why you should

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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 » choosing crm implementation plan

5 Tips for Energizing Your Sales Organization and Realizing Enterprise-wide Value with On-demand CRM


Increasingly, midsize companies are looking to customer relationship management (CRM) to energize their sales organizations and make the entire sales ecosystem more efficient. But while many solutions for midsize companies can be rapidly deployed to quickly energize a sales organization, what happens after that first jolt? Discover five tips for making sure your CRM choice continues to deliver return on investment (ROI).

choosing crm implementation plan  , CRM Choice , Choosing a CRM a System , CRM Needs , CRM Concepts . Sure, there are many solutions available for midsize companies with big company CRM needs. And some can be rapidly deployed to quickly energize your sales organization. But what happens after that first jolt? Here are 5 tips for making sure your CRM choice continues to deliver ROI for the long run. Executive Summary Oracle Accelerate is Oracle's approach to providing business software solutions to midsize organizations. The program Read More

A guide to the benefits, technology and implementation essentials of CRM & SFA solutions


Companies spend staggering investments to make and keep their offerings competitive. By providing a centralized location to store account history and detailed contact information for every buyer and automating what had been manual tasks, sales force automation (SFA) and customer relationship management (CRM) have begun to positively impact sales efforts.

choosing crm implementation plan  review the revenue pipeline. Choosing the Right SFA Solution The widespread acceptance of SFA and CRM means that there are numerous vendors and offerings available. In evaluating vendors, there is a fine line between enlightenment and confusion. One major decision is whether to consider hosted or non hosted applications. Either provides functionality, but hosted applications sometimes offer quicker implementation, reduced up front expenditures, and lower total cost of ownership. The application is run Read More

CRM: A Business Imperative during the Economic Downturn


The economic downturn means that businesses must capitalize on every opportunity to gain revenue. With the right customer relationship management (CRM) solution, you can protect current revenue streams and unearth new customer revenue opportunities—despite the most challenging market conditions. CRM helps ensure you deliver exceptional service to your current customers, building their long-term loyalty. Find out how.

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Deploying Customer Relationship Management Effectively: Beyond Implementation


A customer relationship management (CRM) solution is now a standard business requirement. With origins as a system for sales teams, CRM has clearly evolved into a mandatory tool for providing benefit to the entire organization. However, methodology and training play instrumental roles in successful CRM implementations; if designed well, these critical components will ultimately ensure user buy-in and success.

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CRM 101


Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

choosing crm implementation plan  101 Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101 . What Is CRM? CRM is more than a software application. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation and ongoing programs with the appropriate organizational framework. CRM also includes sales force automation (SFA), Read More

Aptean Pivotal CRM Certification Report


Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive functionality comparison with the average CRM solution.

choosing crm implementation plan  Pivotal CRM Certification Report Pivotal CRM covers a wide range of real-life business challenges across all three areas of CRM—sales force automation, marketing management, and service management—and is easily configurable to customers’ specific industry, compliance, and local requirements. Pivotal CRM by Aptean is now TEC certified in the customer relationship management (CRM) software solution space—download the certification report now for in-depth product analysis and a comprehensive Read More

Agiline 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.

choosing crm implementation plan  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 Read More

Choosing the Right ERP Implementation Partner: Five Critical Steps to a Successful ERP Software Implementation


The right implementation partner can get your enterprise resource planning (ERP) system up and running quickly and smoothly, whereas the wrong partner can result in higher costs and considerable disruption to your business, with lasting and cumulative effects. This white paper addresses five key steps in the ERP selection and implementation process that contribute to ERP success.

choosing crm implementation plan  the Right ERP Implementation Partner: Five Critical Steps to a Successful ERP Software Implementation The right implementation partner can get your enterprise resource planning (ERP) system up and running quickly and smoothly, whereas the wrong partner can result in higher costs and considerable disruption to your business, with lasting and cumulative effects. This white paper addresses five key steps in the ERP selection and implementation process that contribute to ERP success. Read More

10 Questions to Ask When Choosing a Midmarket ERP Solution


You'll find a list of key questions you must ask in 10 Questions to Ask When Choosing a Midmarket ERP Solution.

choosing crm implementation plan  Questions to Ask When Choosing a Midmarket ERP Solution 10 Questions to Ask When Choosing a Midmarket ERP Solution Selecting the right ERP system for your midsized company can be difficult—there are many ways to go wrong. That's why it pays to know which questions to ask when researching vendors and their products. You'll find a list of key questions you must ask in 10 Questions to Ask When Choosing a Midmarket ERP Solution . These questions will help you understand what you require in an ERP system, Read More

Saleslogix CRM Best Practices Guide


Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

choosing crm implementation plan  CRM Best Practices Guide SalesLogix is a popular mid-market customer relationship management (CRM) solution that can grow your business by helping you acquire new customers and expand your existing accounts. Its relatively low cost and rapid deployment time means you can quickly enjoy the benefits of increased sales and profits. But how can you use SalesLogix CRM to your maximum advantage? And what are the best practices associated with it that you can pick up and profit from? Find out in the 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.

choosing crm implementation plan  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

CRM Your Salespeople Will Love


Simply visit TEC's CRM evaluation center to compare a new generation of CRM solutions based on your company's special requirements: your budget, in...

choosing crm implementation plan  Your Salespeople Will Love You know the promise: giant revenue increases; huge cost savings; and sales win rates through the roof. But you also know the reality: frustrated salespeople working around the system instead of with it. If you feel the promise of customer relationship management (CRM) has never been realized, you're not alone. But times have changed. Gone are the days of cumbersome, user-unfriendly interfaces that made salespeople feel like data entry clerks. Today, you can get a CRM system Read More

CRM Without Compromise: A Strategy for Profitable Growth


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

choosing crm implementation plan  Without Compromise: A Strategy for Profitable Growth All companies want to increase revenues—and a solid customer relationship management (CRM) strategy can help make it happen. CRM is designed to help you maximize sales from existing customers and bring in new accounts. But how does CRM work? What are its key components? And how can you employ it to make your organization more profitable? Find out in CRM Without Compromise: A Strategy for Profitable Growth . You'll learn about CRM from all the key Read More

Managing ERP Implementation Projects to Deliver Increased ROI


ERP implementation projects have the potential to make or break a business. A well-implemented ERP solution can enable an organization to grow, run more cohesively, and drive substantial benefits in metrics. This report, based on an Aberdeen survey of 188 respondents, illustrates how Best-in-Class organizations scope out their ERP project plans and then manage and measure to deliver return on investment. Download the report.

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