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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...
 

 equity collaborative crm


Three Es of CRM
With product lifecycles accelerating and pricing pressures increasing, organizations must focus on delivering unique customer experiences to differentiate

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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 » equity collaborative crm

QAD Finally Breaks The Red Ink Streak, But…


On March 13, QAD reported financial results for fiscal 2001. Although the company finally posted a profit in the last quarter, the sharp revenue decline and still outstanding product delivery may mean that the dark clouds will hang over it for a while.

equity collaborative crm  assets and stock holders equity situation, QAD's timid strategy regarding a CRM offering, which currently consists only of the 3 rd -party product configuration and sales force automation (SFA) modules (for more information, see Access Commerce Spices Up North American CRM Fray ) and ASP partnerships could in the future be detrimental. Last but not least, QAD's reliance on a number of partnerships to deliver extended-ERP functionality may not be the preferable option for its target market medium sized Read More

PeopleSoft - Again A Force To Be Reckoned With?


PeopleSoft is back with a vengeance! During its users conference, Connect, which took place in Los Angeles on October 22-26, it unveiled a slew of new products in its bid to maintain the current turnaround momentum. Earlier, on October 17, PeopleSoft announced impressive financial results for Q3 2000.

equity collaborative crm  from the sale of equity securities of $120.1 and product exit costs of $35.9 million. Revenues from software license fees for Q3 2000 increased to $131.5 million, a 100% increase from the same quarter last year (See Figure 1). In fact, all product lines recorded significant increases compared with the same quarter last year. Financial and Human Resource Management applications were up 120%, Supply Chain Management applications up 68%, whereas Customer Relationship Management (CRM) applications were up Read More

(Forgotten) CRM and ERP Kingdoms in the Making?


Enterprise resource planning (ERP) and customer relationship management (CRM) vendor Consona is determined to establish a CRM “kingdom” based on Consona Enterprise CRM. Read this comprehensive analysis of Consona Enterprise CRM to find out what lies ahead for this flagship product.

equity collaborative crm  Middle East. Two private equity groups, Battery Ventures and Thoma Bravo , jointly own Consona, whose primary assets at this stage are Onyx Software Corporation (recently rebranded as the Consona Enterprise CRM product line) a formerly public provider of enterprise customer relationship management (CRM) solutions, KNOVA Software Inc. (recently rebranded as the Consona Knowledge Management product line), a formerly public knowledge management (KM) company, and the enterprise software assets of SupportSoft Read More

SAP - A Leader Under Reconstruction


SAP is responding to the changing Internet marketplace by restructuring to develop flexibility and forming key partnerships and alliances to put content behind its extensive advertising campaign for mySAP. com

equity collaborative crm  understand the market and equity opportunities available to the U.S. Internet team. We have learned an equity position has been offered to the remaining employees, but is linked to the success of a German financial index. SAP will need to back fill these positions and identify and maintain attractive equity packages if it wishes to maintain a U.S. based Internet division. Availability of upgrades : Timeliness and availability of upgrades have always been a concern for SAP clients. As the SAP system is Read More

How ERP and CRM Solutions Can Save You Money


Simply visit microsoft's dynamics ERP and CRM resource center to find out how microsoft dynamics can help your business prosper in a difficult econ...

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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

equity collaborative crm   Read More

Ebix CRM


Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

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Customer Relationship Management (CRM)


Customer relationship management (CRM) focuses on the retention of customers by collecting all data from every interaction, every customer makes with a company from all access points whether they are phone, mail, Web, or field. The company can then use this data for specific business purposes, marketing, service, support or sales while concentrating on a customer centric approach rather than a product centric. Customer relationship management defines methodologies, strategies, software, and other web-based capabilities that help an enterprise organize and manage customer relationships. Customer relationship management 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.

equity collaborative crm  Compare CRM, CRM systems, CRM customer relationship management, CRM software, CRM comparison, top CRM, CRM software evaluation, CRM vendors, CRM list Read More

Access Commerce Spices Up North American CRM Fray


In May, Access Commerce, a French CRM vendor, announced the opening of its first USA office in San Diego, California. During Explore 2000, QAD’s annual user conference, Access Commerce announced the release of eCameleon for MFG/PRO.

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Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

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Social CRM: Key Strategies and Must-have Features


Social CRM has become one of the biggest growth areas in CRM for companies trying to develop a greater understanding of their customers. Social CRM is no longer a “nice to have.” It is an essential component of a CRM solution that helps organizations understand what customers really think, by interacting with them directly and getting involved in the conversation about their own organization. Know the key aspects of social CRM.

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Oncontact CRM


Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits.  

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The Challenges of Multitenant-aware CRM Instances with Entity and Function Commonalties


The master/subordinate customer relationship management (CRM) tenant approach facilitates a common set of workflow, record awareness, and data synchronization options across a variety of large-scale CRM instances. Based on years of research and development expertise, this approach lends itself not only to regulatory compliance and reporting solutions but also to ease of use, maintainability, and security. Find out how.

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