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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 salesforce ideaexchange


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 salesforce ideaexchange  Management | Relationship Management CRM | Sales | Sales Marketing | Salesforce | Software Essential | Solutions Systems | Strategic CRM | Successful CRM | Successful CRM Initiative | System Essential | Workflow Functionality | Read More...
How to Rise Above Today’s Economic Challenges: Equip Your Sales Force with Mobile CRM
In today’s tough economic climate, companies need their sales teams operating at peak performance. But traditional customer relationship management (CRM) may be

crm salesforce ideaexchange  CRM Considering Sales-Force | CRM Salesforce Reporting | CRM Buying Salesforce | CRM Sales Effectiveness | CRM Sales Strategy Productivity | CRM Salesforce Search Specializes | CRM Direct Sales Force | CRM Outsourced Sales Solution | CRM Putting Salesforce | CRM Sales Training Sales Effectiveness Audits | CRM Sales Force Automation | CRM Sales Force Login | CRM Sales Force Effectiveness | CRM Sales Force Training | CRM Sales Force Compensation | CRM Sales Force Structure | CRM Inventory Control Sales Read More...
CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born
Back in the early 90’s, ‘CRM’ wasn’t even a trendy acronym. You had a few players thinking beyond ''stovepipe'' enterprise applications, but not much beyond

crm salesforce ideaexchange  Operational, Analytical, and Collaborative CRM Are Born CRM is Busting Out Of Its Britches: Operational, Analytical, and Collaborative CRM Are Born R. Garland - August 27, 2001 A Brief (!) History of CRM  In the early 90''s, paralleling the publication of Hammer and Champy''s Reengineering the Corporation , there were three Northern California companies that each had similar visions of incorporating BPR (Business Process Reengineering) concepts into Front Office applications. They were set to break down Read More...
CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture
To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self

crm salesforce ideaexchange  with Senior Management and CRM Culture CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture Featured Author - Glen S. Petersen - October 22, 2004 Review In the previous article of this series (see Searching And Establishing The Business Parameters Of CRM ) it was established that customer relationship management (CRM) is an industry where the technology has outpaced the sophistication of the user community to properly utilize the tools; Read More...
8 Essential CRM Best Practices-an Executive Guide
In this informative white paper, 8 essential CRM best practicesan executive guide, you''ll discover the eight key elements of highly successful CRM ...

crm salesforce ideaexchange  Essential CRM Best Practices-an Executive Guide Since CRM can be directly related to how much money comes in the door, shouldn''t your CRM system contain all the proven CRM best practices ? Can you afford to have less than the best when it comes to dealing with your customers? In this informative white paper, 8 Essential CRM Best Practices—An Executive Guide , you''ll discover the eight key elements of highly successful CRM systems—laid out for you in clear, straightforward language. So whether you''re Read More...
Your CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+
Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based

crm salesforce ideaexchange  CRM Selection Challenge: CDC Pivotal CRM vs. NetSuite CRM+ Every now and then, I’ll examine the data from TEC’s past software selection projects, and explore the choices users have made. The information below is based on a real-life CRM selection project, but I have modified some of the data in order to respect confidentiality agreements still in place. To put myself in the user’s shoes, here’s how I answered the CRM Evaluation Center questionnaire : Industry : Manufacturing Structure : Read More...
Agile ERP Vendor Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I)
Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily

crm salesforce ideaexchange  Ditches a Microsoft Dynamics CRM Alliance for, well, its own CRM Solution (Part I) Writing about failed partnerships in the enterprise applications market is like writing about the sun setting in the evening and to the west, given almost daily occurrences of vendors announcing alliances that never materialize. However, it doesn''t happen every day that a potential high-profile alliance gets called off at the 11th hour and in favor of an overlooked in-house solution. The protagonist of the story is Read More...
Leveraging CRM for Midsize Company Growth
Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial

crm salesforce ideaexchange  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. 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

crm salesforce ideaexchange  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 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.

crm salesforce ideaexchange  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...
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

crm salesforce ideaexchange  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...
Pivotal CRM
Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that

crm salesforce ideaexchange  CRM Pivotal CRM is a full-featured customer relationship management (CRM) platform built on the Microsoft .NET framework, suited to organizations of all sizes that are looking to optimize their CRM processes, including sales, marketing, and service automation. Pivotal is built on a flexible platform, so the CRM experience is built around an organization’s business processes. Pivotal CRM is supported by a full continuum of services that are affordable, easy to use, and configurable to any Read More...
The Lexicon of CRM - Part 3: From R to Z
CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning

crm salesforce ideaexchange  Lexicon of CRM - Part 3: From R to Z The Lexicon of CRM Part 3: From R to Z R. Garland - November 2, 2001 The Lexicon is divided into three parts, this being the second of three. This third section covers the alphabet from R to Z. For A to I, see Part One . For J to Q, see Part Two . R  RDBMS - Relational DataBase Management System . The typical, standard database, with both data models, data definitions, and data storage capabilities. Examples include Oracle''s 9i database, Microsoft''s SQLServer 2000, Read More...
CRM: Past, Present, and Future
Most customer relationship management (CRM) software users take for granted that they can track customers, send mailings, or assign requests to customer service

crm salesforce ideaexchange  representatives. Users today enjoy CRM systems that are highly accessible, both from a cost and technological point of view. But this was not always the case. TEC analyst Raluca Druta surveys the history and evolution of CRM with a view to defining the CRM of the future. Read More...
CRM Buyers Guide
CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all

crm salesforce ideaexchange  The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs. Read More...

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