X
Software Functionality Revealed in Detail
We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.
Get free sample report

Compare Software Solutions
Visit the TEC store to compare leading software solutions by funtionality, so that you can make accurate and informed software purchasing decisions.
Compare Now
 

 crm relationship management financial


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

crm relationship management financial  with its relationship to CRM and service resolution management (SRM).   For more information and to start your own custom solution comparison, please visit Customer Relationship Management Evaluation Center

Read More


Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

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 in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

Evaluate Now

Documents related to » crm relationship management financial

Astute Social Relationship Management


Social media provides data to the enterprise on how its customers are interacting. Even though most decision makers understand that gathering and analyzing this data is important, it’s not always easy to know how. Astute Solutions was founded in 1995 to offer call center and issue management software, which later became a full customer service solution. The acquisition of RealDialog from

crm relationship management financial   Read More

Customer Relationship Management for IT Professionals


What makes a strong supplier/customer relationship? The bottom line is trust. However, trust needs to be earned through a series of conversations and commitments that have been met.

crm relationship management financial   Read More

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 in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.

crm relationship management financial   Read More

A Lexicon for Customer Relationship Management Success


Despite technological advances, users are dissatisfied with customer relationship management (CRM) systems. Ambiguous terms do not provide the vocabulary for concrete action and measurable expectations. Thus, CRM is perceived to be about intangibles, and is approached with a let's-hope–for-the-best mentality.

crm relationship management financial   Read More

Applying an Economic Model to IT Management: Operations Management in the Virtual Data Center


Virtualization systems have been replacing traditional, silo-based IT architectures to consolidate resources and workloads, but virtualization requires resource and performance management technologies designed to handle dramatically different, complex behaviors. This white paper describes a supply chain economy approach, which combines monitoring, analytics, and actions to enable proactive virtualization management.

crm relationship management financial   Read More

Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM 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 analysis, and in-depth analyst commentary.

crm relationship management financial   Read More

Oracle Enterprise Asset Management


Oracle Enterprise Asset Management (EAM) optimizes availability and utilization of assets. Oracle's products help companies manage inventory, equipment, and skilled personnel as well as match these resources to asset maintenance demands.

crm relationship management financial   Read More

Case Study: More Efficient Hospital Management Systems with Content Management Tools


Hospital de la Santa Creu i Sant Pau I is the oldest hospital in Spain, with over 34,000 admissions each year and 150,000 emergencies. In 1999, the hospital began to implement an intranet to provide information to employees, with an update in 2003 to provide visibility of corporate information. Learn how the company is integrating a content management system with portal tools to integrate processes and improve efficiency.

crm relationship management financial   Read More

Optimizing Financial Performance for a Competitive Edge


In addition to traditional duties like financial planning, reporting, and governance, chief financial officers (CFOs) and financial managers are being tasked with more strategic responsibilities. Learn how the right data, performance management applications, and resources can help finance managers improve operational efficiency, ensure regulatory compliance, and control performance for maximized profitability.

crm relationship management financial   Read More

PTC Windchill 10 for Product Lifecycle Management (PLM) Certification Report


PTC Windchill 10 is TEC Certified for online evaluation product lifecycle management (PLM) solutions in the 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, product analysis, and in-depth analyst commentary.

crm relationship management financial   Read More