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Building Relationship Capital: Client Relationship Management for the Capital Markets
Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities, increase brokerage trade volume, and

client management  Relationship Capital: Client Relationship Management for the Capital Markets Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities, increase brokerage trade volume, and meet compliance challenges. As a nerve center for information about clients, prospects, institutions, syndicate partners, and other contacts, the right CRM system enables capital-markets firms to share intelligence, coordinate activities, and derive advantage from an Read More

PPM for Professional Services Automation
A business practice that assists organizations to align their portfolio of projects with their business strategy. Professional services automation (PSA) refers to a system designed to streamline an...
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Documents related to » client management


Cash Management 101
Cash management is an essential business process all organizations must perform to survive. Though cash management uses automation for much of the “grunt” work,

client management  risks (e.g., making poor client choices, overextending credit to poor payers, under or overestimating product sales, etc.). Failing to keep personal money out of the company. It is essential to separate personal and business dealings. Obtain business credit cards and keep detailed track of business expenditures for shared assets (e.g., vehicles, travel, entertainment, etc.). Failing to go after nonpayment or late payment accounts. Failing to pay attention to inventory or inventory turns. Inventory turns i Read More
E-mail Response Management
E-mail inquiries for the customer service sector are expected to explode from 2.9 billion messages in 2005, to 7.2 billion by 2010. This means that a company’s

client management  6.0 or greater Mail Client Mail Program: Outlook 2000, (Windows - Internet-Only version) Windows Outlook XP, Outlook 2003; Windows Outlook Express 5.5 , 6.0 emailtopia 220 King Street West, Suite 200 Toronto, ON M5H 1K4 tel 416.239.4826 fax 416.239.8193 www.emailtopia.com info@emailtopia.com Searches related to E-mail Response Management : Administration Manager | Application System | Apply Automated Email Response | Apply Email Management | Apply Erms | Apply Mail Management Software | Apply Mail Managem Read More
The Underbelly of Software Project Management Tools
Project management tools for software development should include a broad range of functionality. Project teams must be able to estimate the scope and duration

client management  Project Management , Great Client Involvement Project , Online Project Management , Simple Project Management , Project Management Tools Templates , 15 Useful Project Management Tools , Useful Project Management , Project Management Guide , Web-based Project-Management Tool , Project Management Checklists and Templates , 16 Project Management Tools , Project Management System , Event Management Projects , Project Management Techniques , Simple Project Management Tool , Better Scheduling Project MGMT , Lis Read More
Integrating Customer Relationship Management and Service Resolution Management
The business case for integrating call center service resolution management into customer relationship management is becoming increasingly obvious, as companies

client management  in-depth knowledge about the client to offer more personalized service. These clients do not want a cut-and-dried solution that looks and acts like the same CRM system that their next-door competitor uses. Rather, they want a flexible solution that they can tailor to their products, services, and business operations. The third essential factor of a CRM system that accommodates customer-facing processes is that it should offer organizations the ability to adapt to customer and market changes, since most Read More
Tenrox Project Workforce Management Certification Report: Project Portfolio Management (PPM) for Internal Departments
Tenrox Project Workforce Management is now TEC Certified for online evaluation of PPM solutions in the Project and Process Management Evaluation Center. The

client management  Project Workforce Management Certification Report: Project Portfolio Management (PPM) for Internal Departments Tenrox Project Workforce Management is now TEC Certified for online evaluation of PPM solutions in the Project and Process Management 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 Read More
Top Content Management Solutions Compared
Use TEC sContent Management Evaluation Center* to get a detailed comparison of content management solutions based on your priorities.

client management  Content Management Solutions Compared Do you know what content management features and functions are most important for your organization? Use TEC’s Content Management Evaluation Center * to get a detailed comparison of content management solutions based on your priorities. The right content management system can help your company Increase productivity and efficiency Increase communication and collaboration Increase profitability Find out which content management solution is best for your company’s Read More
Competency Management: the Compass for Strategic Talent Management
This white paper examines how to use a competency-based approach to build behaviors, skills, and knowledge. It explains how to integrate competencies into all

client management  Management: the Compass for Strategic Talent Management Plateau delivers a best-of-breed talent management solution with deep functionality for learning management, performance management, compensation management and career and succession planning. This allows organizations to take a unified approach to develop, manage, reward and optimize their talent. Superior best-in-class talent management solutions can be deployed individually or together, enabling current and prospective customer to Read More
Facilitating Compliance and Intelligent Information Management with Effective Database Management
Data breach is a very real problem in business today. Every day, organizations store massive amounts of data inside database tables—data ranging from credit

client management  Compliance and Intelligent Information Management with Effective Database Management Data breach is a very real problem in business today. Every day, organizations store massive amounts of data inside database tables—data ranging from credit card transactions to product inventories. This valuable information is what runs the business. In order to protect this data and stay on top of compliance, an enterprise data management solution that respects information privacy regulations should be Read More
Program Management Office: A Term Not Fully Understood
The term program management office (PMO) has been around for some time. Its core concepts, methods, and benefits have remained constant, while resources and

client management  of the program and client organization. An Assessment is performed by a seasoned Program Manager and results in a set of key findings with supporting detail, potential areas of risk, areas of strengths and weakness, strategic recommendations, and a road-map for success. With Program Office Coaching, one of our experts is assigned as a professional coach / advisor aligned to the Program Manager and / or Program Sponsor. It is this PMO Coach who will evaluate the existing Program and provide on-going advice Read More
Looking Beyond Mobile Device Management to Mobile Application and Enterprise Mobility Management
The increasing possibilities that come from deploying mobile solutions in the workplace are now counterbalanced by an exponentially complex ecosystem of options

client management  Beyond Mobile Device Management to Mobile Application and Enterprise Mobility Management The increasing possibilities that come from deploying mobile solutions in the workplace are now counterbalanced by an exponentially complex ecosystem of options that can make navigating the corporate mobile landscape challenging and risky. This executive insight examines the needs for organizations to deploy a holistic enterprise mobility management solution that goes well beyond mobile device management. Read More
SmartOrg Portfolio Navigator for Product Lifecycle Management Certification Report
SmartOrg Portfolio Navigator is TEC Certified for online evaluation of product development and portfolio management (PD&PM) solutions in the Product Lifecycle

client management  Portfolio Navigator for Product Lifecycle Management Certification Report SmartOrg Portfolio Navigator is TEC Certified for online evaluation of product development and portfolio management (PD&PM) solutions in the Product Lifecycle Management (PLM) 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, and Read More
Project Portfolio Management for Service Organizations: Bridging the Gap between Project Management and Operations
There are two types of project portfolio management (PPM) solutions for professional services organizations (PSO). For smaller PSOs, best-of-breed vendors

client management  cycle, external resources, and client demands. Major ERP players entering this space are swapping their manufacturing and distribution components for portfolio and project management functionality in order to stake their place in the PPM market. In response, the niche players that continue to service this PPM market segment target small and medium businesses (SMB) by proposing more affordable PPM solutions that tightly integrate with an organization's existing IT infrastructure (ERP, customer relationship Read More
Cincom Enterprise Management
Cincom Enterprise Management is a portfolio of Web-enabled business applications that address the business cycle of companies who build and service complex

client management  Enterprise Management Cincom Enterprise Management is a portfolio of Web-enabled business applications that address the business cycle of companies who build and service complex products. It encompasses activities included in business planning, business acquisition, order management, engineering, procurement, manufacturing and re-manufacturing operations, cost management, finance, and aftermarket support. CONTROL also supports global enterprises by offering distributed multi-site implementation Read More
How Integrated Facilities Management Software Automates Facilities Management
Computerized maintenance management system (CMMS). Enterprise asset management (EAM) system. Computer-aided facilities management (CAFM) system. Integrated

client management  Integrated Facilities Management Software Automates Facilities Management Computerized maintenance management system (CMMS). Enterprise asset management (EAM) system. Computer-aided facilities management (CAFM) system. Integrated workplace management system (IWMS). Each type of facility management solution offers different functionalities and features, and one may be better than another for your company’s needs. Learn more about the differences and how an integrated solution is a “must have.” Read More
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