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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 » improving your financial processes


Managing Risk through Financial Processes: Embedding Governance, Risk, and Compliance
Initiatives to automate and streamline financial processes often focus more on reducing costs than adding value. Adding the kind of value you should have in

improving your financial processes  Financial Processes Increases , Improving Your Financial Processes , Audit of Key Financial Processes , Explore Financial Practices and Processes , Managing Financial Processes , Financial Management Solutions , Benchmarking Improving Major Financial Processes , Consolidated and Efficient Finance Processes , Webcast Financial Process Automation , Optimising Your Financial Processes , Future of Financial Processes , Pay and Financial Management Solutions , Connection Financial Processes , Ease Financial Read More...
Front-to-back-office Integration: Improving Your Customer Life Cycle Management
Research shows that back-office connectivity is not addressed by many customer relationship management (CRM) solutions@meaning, customer data cannot be shared

improving your financial processes  to-back-office Integration: Improving Your Customer Life Cycle Management Front-to-Back-Office Integration: Improving Your Customer Life Cycle Management If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. For more than 30 years, companies that have joined the Sage family have assisted small and midsized businesses with a wide range of business management applications and services. Source : Sage Software Resources Related to Customer Read More...
The Financial Close: Optimizing Performance and Driving Financial Excellence
“Financial close” is a company’s ability to complete accounting cycles and produce financial statements for internal management and external legal reporting@and

improving your financial processes  during the monthly cycle, improving the quality of decision making. According to a survey conducted by Business Objects in partnership with BPM Magazine,2 62% of respondents overwhelmingly saw this as the single biggest benefit for cycle-time reduction (see Figure 1). It''s also important not to overlook how the fast close creates a more manageable work-life balance for staff in the accounting department. Quite often, the length of a close cycle is only the tip of the iceberg when it comes to the effort Read More...
Financial Reporting-Who Needs It?
Solid financial reporting applications are as different from run-of-the-mill reporting tools as financial accountancy is from bookkeeping. Organizations

improving your financial processes  for measuring performance and improving the business decision process, fulfilling some specific functions for financial accounting . Traditional reporting tools still have an important role within many types of organizations, especially for bookkeeping and accounting purposes, aiding in handling the data used for recording transactions and enabling the visualization of this type of data. But when it comes to extracting insight from this data, many organizations that still rely on common tools might be Read More...
Improving Intercompany Reconciliation for a Faster Close: Driving Financial Excellence
Are you moving beyond the need to comply with legislation like the Sarbanes-Oxley Act (SOX), to focus instead on driving sustainability and control in your

improving your financial processes  for decision making, and improving the work-life balance of key accounting staff during the close process. Significant steps have already been made to shorten the reporting cycle via a combination of people, process, and technology, and many companies have achieved noteworthy improvements. However, by and large, close times are increasing '' particularly in the United States, due the rigor of the Sarbanes- Oxley Act '' resulting in timeconsuming, labor-intensive efforts to ensure the quality of financial Read More...
Managing Your Supply Chain Using Microsoft Navision
This is a reprint of the summary chapter from the book Managing Your Supply Chain Using Microsoft Navision by Dr. Scott Hamilton.

improving your financial processes  Your Supply Chain Using Microsoft Navision Introduction The starting point of the book Managing Your Supply Chain Using Microsoft Navision is that supply chain management requires effective use of an integrated enterprise resource planning (ERP) system. Its central theme focuses on using Microsoft Navision for managing supply chain activities in manufacturers and distributors. Its target audience includes those individuals implementing or considering Microsoft Navision as their ERP system. The Read More...
The 2007 Microsoft® Office System in Financial Services
This white paper highlights the key challenges facing the financial services industry, and discusses how the 2007 Microsoft® Office system can help financial

improving your financial processes  that extend far beyond improving personal productivity. Read More...
Financial Excellence: Setting the Foundation for Business Success
To effectively track and forecast your company’s financial performance, you need up-to-date and reliable financial data. As your business grows and diversifies,

improving your financial processes  Excellence: Setting the Foundation for Business Success To effectively track and forecast your company’s financial performance, you need up-to-date and reliable financial data. As your business grows and diversifies, you need to maintain liquidity and manage cash flow and profits. Integration of your business transactions and operational data with financial data makes this possible, and helps you eliminate departmental silos and streamline your business operations. Read More...
Customer Process Management Drives Profitability in Financial Services
As competition in the financial sector increases, many financial services providers are seeking ways to improve customer service and profitability through

improving your financial processes   Read More...
Spotfire Financial Analytics
Spotfire provides visual analytics software for the financial industry. Spotfire Financial Analytics gives users the ability to visually interact with their

improving your financial processes   Read More...
Financial Forecasting and Planning Summit, London UK, June 2-3, 2011
Financial Forecasting and Planning Summit, London UK, June 2-3, 2011. If you''re interested in learning about the latest innovations in financial pl...

improving your financial processes  Forecasting and Planning Summit, London UK, June 2-3, 2011 Financial Forecasting and Planning Summit, London UK, June 2-3, 2011 If you''re interested in learning about the latest innovations in financial planning and business forecasting from some of world''s leading experts, the Financial Forecasting and Planning Summit is for you! At this two-day summit of forward-thinking business and financial leaders, you''ll learn how to: engage senior leadership around financial forecasts and reviews use the Read More...
Get Your Sales Team Going with Mobile CRM
As you''ll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

improving your financial processes  Your Sales Team Going with Mobile CRM Are your field salespeople performing at peak ability? Are they connected and ready to do the things that bring in sales anytime and anywhere? Wouldn''t it be a worthwhile objective to get your salespeople booking more face time with clients, and winning more business in less time? It''s all possible, if you equip your salespeople with mobile CRM. As you''ll discover in the executive brief Get Your Sales Teams Going with Mobile CRM , mobile CRM lets your sales reps Read More...
Epicor ERP: Financial Packages Competitor Analysis Report
This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and

improving your financial processes  ERP: Financial Packages Competitor Analysis Report This financial software knowledge base anticipates as many factors as possible to establish your selection criteria for general ledger, accounts payable and receivable, reporting, and other bookkeeping requirements. This knowledge base in particular, offers a view on enterprise financial packages, which can complement an existing ERP system. Read More...
Vendor Spotlight: GMS Accounting and Financial Management System
In this spotlight report, TEC Research Analyst Aleksey Osintsev examines GMS Accounting and Financial Management System, which was specifically designed for not

improving your financial processes  GMS,GMS Accounting and Financial Management System,not for profit,non profit,not for profit accounting software,not for profit accounting,non profit organizations,non profit funding,not for profit accounting made easy,non profit accounting,accounting not for profit,non profit jobs,government and not for profit accounting,non profit software,non profit crm Read More...

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