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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 » crm introduction to salesforce


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

crm introduction to salesforce  Success CASE STUDY: Altium CRM Essential 8: A Broad Community CASE STUDY: Successforce.com Conclusion Introduction It s no secret that winning and retaining customers is the key to business growth and success. But that s no small feat given the dynamic and ever-increasing customer demands that companies face today, as well as the difficulty of implementing and enforcing processes to effectively support your interactions with prospects, customers, and partners. Fortunately, there are dozens of technology Read More...
Maximizer CRM Version 11 Highlights
Maximizer probably needs no introduction, but I will do it anyway for people who are not very familiar with the customer relationship management (CRM) space. It

crm introduction to salesforce  CRM Version 11 Highlights Maximizer probably needs no introduction, but I will do it anyway for people who are not very familiar with the customer relationship management (CRM) space. It was founded in 1987 and is one of the CRM pioneers that created personal information management systems (PIM) and opportunity management systems. The first version of the product ( 3.0 , launched in 1996, one year after the acquisition of the Maximizer product line from Modatech Systems) was promoted as “ a Read More...
Social ERP Emerges, Transforms the Way People Work (Part 2)
In part one of this series, we looked at how and why social media capabilities are impacting enterprise resource planning (ERP) solutions. We looked at the

crm introduction to salesforce  rolled into the Dynamics CRM product to provide a complete set of social capabilities. Microsoft also entered into an alliance with InsideView, which provides social intelligence capabilities. Microsoft provides social networking integrations with its ERP solutions (Dynamics AX, Dynamics Nav, and Dynamics GP); however, like Oracle, it has not clearly defined how these social assets will be rolled into the ERP solutions.   Infor —Infor made huge strides across all of its major ERP systems with the Read More...
The Benefits of Selecting a CRM Implementation Partner
As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing

crm introduction to salesforce  , Workspace CRM , CRM Implementation Firm . Introduction As your company embarks on a CRM initiative, the software selection is only one facet of a successful project. As part of this process, you may consider implementing your CRM system with internal resources. Some software and on-demand vendors position their products as easy to implement and easy to use, suggesting that your organization try to do it itself. As outlined in this article, there are many benefits in selecting a CRM implementation Read More...
When ERP and CRM Connect in the Cloud
In early 2011 Plex Systems announced that it has integrated its software-as-a-service (SaaS) enterprise resource planning (ERP) product with salesforce.com’s

crm introduction to salesforce  ERP and CRM Connect in the Cloud In 2010, Plex Systems , after several years of obscurity, became widely recognized as the provider of Plex Online , an enterprise resource planning (ERP) solution in the cloud. For more detailed background information on this company and its product, see TEC ’s recent Certification Report as well as my 2010 blog series on Plex . The privately held company is just closing its 2010 financials, and Plex’s current state of affairs looks like this: A 27 percent growth Read More...
Everything You Ever Wanted to Know About LMS But Were Afraid to Ask-Well Maybe Not Everything!
Today, if a company wants to retain its employees, it must take great strides to make their jobs more rewarding. To give their employees the learning experience

crm introduction to salesforce  learning management system,employee training,human resources,mobile services,social networking,Web 2.0 Read More...
Key SCM Features to Look For (And Major Players to Look Out For)
Many CFOs, CTOs, supply chain managers, and logistics managers struggle to decide which supply chain management (SCM) software is best-suited to their

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Using SumTotal Systems to Build a Structured Approach to Learning and Development
Murray Metals Group, an independent UK-based metal business, needed to develop a structured approach to learning across the organization and build a consistent

crm introduction to salesforce  SumTotal Systems,SumTotal Learning Management,e-learning,it e learning,e learning solutions,e learning providers,e learning platforms,e learning platform,e learning portal,e learning companies,free e learning,e learning website,e learning commons,e learning center,e learning development Read More...
How to Use Talent Supply Chain Management to Overcome Challenges in the Professional Services Market
Professional service providers are starting to apply supply chain management concepts to their strategies for hiring and retaining talent. Adapting to market

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IPSec VPNs for Extranets: Not what you want to wake up next to
In general VPNs are ill suited to building multi-company extranets, for any situation that extends across organizational boundaries, or where there is

crm introduction to salesforce  IPSec,VPNs,Extranets,extranet connections market,B2B connections,Virtual Private Networks,private network connection,Internet Protocol Security,ipsec protocol,securing Internet Protocol,data exchanges Read More...
From Right Brain to Retail: Cutting Time-to-market with PLM
Apparel companies have to cut their lead times in half if they want to stay competitive—a difficult task without the right product lifecycle management (PLM

crm introduction to salesforce  lifecycle management,apparel industry statistics,product life cycle,product lifecycle management tools,plm product lifecycle management,fashion industry statistics,apparel industry jobs,product lifecycle,style,product lifecycle management plm,fashion calendar,what is product lifecycle management,apparel industry magazine,asset lifecycle management,plm software Read More...
3 Reasons to Archive E-mail: Capacity and PSTs, Migration to Exchange 2010, and Compliance
E-mail is mission critical with corporate knowledge locked inside maiboxes. E-mail archiving solutions help organizations track e-mail transactions, restore

crm introduction to salesforce  e-mail archiving,mailbox quotas,e-mail capacity,pst management,migration to exchange 2010,data lifecycle management,e-mail archiving solution,exchange 2003 to 2010 migration,exchange 2007 to 2010 migration,exchange 2003 to exchange 2010 migration,pst file management,groupwise to exchange 2010 migration,data management lifecycle,lotus notes migration to exchange 2010,exchange 2003 migration to 2010 Read More...
Got BI? Now You Need to Hire a Data Geek. Here’s What to Look For.
According to a poll conducted by KDnuggets, salaries in the analytics and data mining space are up in 2011. While there is no direct proof that the data

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The Trap of Accountancy Systems; When to Move on to ERP
The differences between ERP and accountancy solutions are huge. Accountancy solutions help with financial management and statutory reporting, but do little to

crm introduction to salesforce  Trap of Accountancy Systems; When to Move on to ERP Introduction For some entrepreneurial companies in the tornado of fast growth, staying with an accountancy system while the business expands is a quick fix that can cause long-term damage. Those companies may find that a system furnished by a vendor of accountancy systems retards growth—particularly in the case of manufacturing companies. Rather, manufacturing companies should implement an enterprise resource planning (ERP) system as soon as their Read More...
The Prescription to Buying an EMR Solution to Improve Patient Care and Staff Productivity
Purchasing an electronic medical record (EMR) system is a daunting task, as there are many software vendors who cater to this niche industry. That’s why it’s

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