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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...
 

 dynamics crm rms


Business Case - Metro Canada Logistics
Metro Canada Logistics, a third party provider of warehousing, transporatation, and related logistics services streamlines accounting processes with the help of

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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 » dynamics crm rms

Microsoft’s Underlying Platform Parts for Enterprise Applications: Somewhat Explained - Part 1


I can partly understand analysts’ temptation to beat up on Microsoft’s forays into the enterprise applications space. To be fair, "the empire" has had its share of strategic and tactical miscues, as if it had wanted to give these naysayers some ammunition. For one, many analysts and market observers first criticized the giant for not having a unified enterprise resource planning (ERP) product line

dynamics crm rms  product, today called Microsoft Dynamics CRM [ evaluate this product ]. Last but not least, the Dynamics product family includes two retail management applications, which are a combination of an acquisition and in-house development. These are: Microsoft Dynamics RMS ( Retail Management System ) (formerly QuickSell ); and Microsoft Dynamics POS (Point of Sale) [ evaluate this product ]. Good and Bad “Green” Perhaps as a knee-jerk reaction or a temptation (who on earth wouldn’t be tempted to manage Read More

WineDirect Acquires Winery Accounting and POS Provider


WineDirect announced that it has acquired Elypsis Winery from Admiral IT. Headquartered in Napa Valley, CA, WineDirect provides sales technology and fulfillment services for wineries. Elypsis offers a range of services encompassing enterprise resource planning (ERP), point of sale (POS), and customer relationship management (CRM). WineDirect already provided a broad range of

dynamics crm rms  is based on Microsoft Dynamics NAV and has been tailored specifically for the wine industry. The capabilities WineDirect can now offer in its suite of products include: A comprehensive e-commerce platform supporting multichannel sales efforts, including Facebook commerce A complete tasting room point-of-sale solution, based on Microsoft Dynamics Retail Management System (RMS) Mobile POS solutions for the iPhone and iPad supported by the WineDirect subsidiary Vin65. Fullfillment technology, which includes Read More

Microsoft Lays Enforced-Concrete Foundation For Its Business Solutions


While most of its applications co-opetitors have been licking their wounds and dreading another financial quarterly report, cash amassed Microsoft has recently shown a flair for aptly devising and executing a strategy for its Microsoft Business Solutions (MBS) division portfolio, to its partners and customers delight and to dismay of its archrivals.

dynamics crm rms  to former Great Plains Dynamics and eEnterprise , recently rolled into a single MBS Great Plains brand. Also, through the Trinity Partner Program , other MBS partners have the opportunity to obtain Myridas modules, software development and consulting services to help their own customers create specific distribution capabilities in their business systems. 2. Creating new solutions that complement existing offerings Recently announced Microsoft Customer Relationship Management ( Microsoft CRM ) (see Read More

Business Case - Orezone


Orezone strikes gold with Microsoft Business Solutions - Great Plains. Orezone is a Canadian mining company that needed a more efficient means to track and store data sent from its African mines to its Canadian offices. Learn how it used MBS Great Plains to boost efficiency.

dynamics crm rms  Dynamics AX | Microsoft Dynamics CRM | Microsoft Dynamics Dexterity | Microsoft Dynamics ERP | Read More

CRM for Manufacturing vs. Regular CRM


A couple of weeks ago, I published a blog post called Customer Relationship Manufacturing. In this blog post, I described the symbiosis between the sales and production departments within a manufacturing company, mentioned some customer relationship management (CRM) vendors that seem to have adapted their products for the manufacturing industry, and I also promised I would get back to you with

dynamics crm rms  Oracle company. The Microsoft Dynamics Web page describes functionalities specific to manufacturing by industry: automotive, chemical, food, high tech, etc. Empower CRM from iEnterprises is also adapted to manufacturing, with more than 10 years in the field. The functionalities mentioned above are all present, plus the option to use mobile devices, which can be useful for sales people on the road or for field service. The testimonials from manufacturing companies might give you a better idea how Empower C Read More

DYNAMICS IT S.A.


Dynamics IT  is specialized in ERP consulting and implementation of high quality solutions, currently projected as the company best partner for Microsoft Dynamics AX in Latin America

dynamics crm rms  IT S.A. Dynamics IT  is specialized in ERP consulting and implementation of high quality solutions, currently projected as the company best partner for Microsoft Dynamics AX in Latin America Read More

NetSuite 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.

dynamics crm rms  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

CRM Without Compromise: A Strategy for Profitable Growth


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

dynamics crm rms  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

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 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

dynamics crm rms  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 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 e Read More

Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions


The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make it lucrative for smaller businesses.

dynamics crm rms  of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make Read More

Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM


For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these three modules in our CRM Evaluation Center were given equal weight and priority. In other words, no area of functionality was treated as being more important than any other.

dynamics crm rms  Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. SageCRM vs. Oncontact CRM Hi, I’m Larry Blitz, editor of Technology Evaluation Centers’ (TEC) Vendor Showdown series. Today's Showdown pits three leading customer relationship management (CRM) vendors’ solutions against each other in a head-to-head contest: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM . We hope you find this Vendor Showd 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 for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon of CRM

dynamics crm rms  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

SYSPRO CRM


SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share the same data for a collaborative effort. User-specific dashboards can be customized for views of information suited to a user’s individual needs. SYSPRO CRM integrates with the SYSPRO ERP solution for additional efficiencies. Sales orders, check shipments, inspect customer accounts receivable, verify inventory levels, and other critical functions can be initiated directly through SYSPRO CRM without having to exit screens or navigate complex menus. The SYSPRO CRM solution is easily customizable.  

dynamics crm rms  CRM SYSPRO CRM is aimed specifically at small to midsize manufacturers and distributors. Unlike other customer relationship management (CRM) solutions that are built around a modular architecture, SYSPRO CRM software uses a table-based architecture to integrate all of the critical CRM functions of marketing, sales, service, and fulfillment into a single module. This integrated architecture means that users from every department—including marketing, sales, service, collections, or shipping—share 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-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

dynamics crm rms  Success, and Best Practices: A Wake Up Call Part Two: Modeling Success 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 Read More