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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 » introduction to salesforce crm


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

introduction to salesforce crm  Relationship Management Strategy, Contents Introduction The Eight CRM Essentials CRM Essential 1: Rapid Time to Value CASE STUDY: Ryder CRM Essential 2: Point-and-Click Customization CASE STUDY: DoubleClick CRM Essential 3: A 360-Degree Customer View CASE STUDY:Harris Interactive CRM Essential 4: Real-Time Visibility CASE STUDY:Genesys Conferencing CRM Essential 5: No More Dirty Data CASE STUDY:Millennium & Copthorne Hotels PLC CRM Essential 6: High Adoption CASE STUDY: Symantec CRM Essential 7: Read More...
Maximizer CRM Version 11 Highlights
Maximizer probably needs no introduction, but I will do it anyway for people who are not very familiar with the customer relationship management (CRM) space. It

introduction to salesforce crm  Maximizer probably needs no introduction, but I will do it anyway for people who are not very familiar with the customer relationship management (CRM) space. It was founded in 1987 and is one of the CRM pioneers that created personal information management systems (PIM) and opportunity management systems. The first version of the product ( 3.0 , launched in 1996, one year after the acquisition of the Maximizer product line from Modatech Systems) was promoted as “ a full-featured contact management Read More...
Salesforce.com Wants to Help You Transition to a Customer Company
Coincidentally or not, my industry analyst career started at about the same time that salesforce.com was founded, back in 1999. And boy, has the vocal cloud

introduction to salesforce crm  (PLM) and new product introduction/ideation, mostly for less complex products. In fact, salesforce.com already has an ideation product, from the Kenlet acquisition in 2007, whose original product CrispyNews has been used at Salesforce IdeaExchange, and is now called Salesforce Ideas . Generally speaking, while companies can provide apps that are customer focused, the rest of the enterprise must be able to align with this new strategy. Some manufacturing companies have, for example, put in advanced Read More...
Social ERP Emerges, Transforms the Way People Work (Part 2)
In part one of this series, we looked at how and why social media capabilities are impacting enterprise resource planning (ERP) solutions. We looked at the

introduction to salesforce crm  ERP systems with the introduction of Ming.le into the Infor 10x suite capabilities. Ming.le, formally announced in the spring of 2013, is part of Infor 10x, which provides major advancements across the entire suite of applications. Ming.le was more than two years in the making and provides the collaborative hub for collaborating across the Infor product suite. Unlike other vendors that have been slow to bring the collaborative capabilities across their product offerings, Infor Ming.le is now available Read More...
The Benefits of Selecting a CRM Implementation Partner
As you begin a customer relationship management (CRM) initiative, software selection is only one facet of a successful project. You may consider implementing

introduction to salesforce crm  CRM Implementation Firm . Introduction As your company embarks on a CRM initiative, the software selection is only one facet of a successful project. As part of this process, you may consider implementing your CRM system with internal resources. Some software and on-demand vendors position their products as easy to implement and easy to use, suggesting that your organization try to do it itself. As outlined in this article, there are many benefits in selecting a CRM implementation partner. Even in Read More...
Agiline CRM
Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer

introduction to salesforce crm  CRM Agiline CRM helps businesses know and maintain their customers. Agiline CRM is an enterprise-level CRM solution that provides coordination between customer care (service and support), sales, marketing, and other functions that touch your customers. Agiline CRM helps make the most of all your relationships by uniting people and processes with technology for serving your daily customers, distribution channels, suppliers, and internal customers. Agiline CRM features provide integration with other Read More...
Using ERP to Deliver E-commerce for Engineer-to-order Companies
Engineer-to-order (ETO) companies can use e-commerce strategies in order to improve customer service, reduce waste, and increase profits through a lean approach

introduction to salesforce crm  ERP to Deliver E-commerce for Engineer-to-order Companies The term “e-commerce” is most commonly associated with the retail environment. And indeed, the ability to browse, search, and order products remotely has forever changed how we buy things. In the business-to-business world, companies selling commodity items have also erected storefronts, and those selling to large original equipment manufacturers (OEMs) are engaged in e-commerce through electronic data interchange (EDI). But what of more Read More...
PROACTIS Source-to-contract and Purchase-to-pay Solutions Ruling the UK Public Sector
PROACTIS now helps more than 120 public sector organizations managing £15 billion of public sector spend in the UK and over 100,000 suppliers to streamline

introduction to salesforce crm  Source-to-contract and Purchase-to-pay Solutions Ruling the UK Public Sector PROACTIS now helps more than 120 public sector organizations managing £15 billion of public sector spend in the UK and over 100,000 suppliers to streamline their source-to-contract and purchase-to-pay processes to achieve better value and control. The most recent win was at the Flintshire Council,  and now 20 out of 22 local authorities in Wales use PROACTIS.  Also recently, Newham Council chose PROACTIS Read More...
Nine Ways to Use ERP to Make the Manufacturing Supply Chain Lean
There are entire books and thorough training and certification processes devoted to lean supply chain practices. But within any manufacturing environment, there

introduction to salesforce crm  Ways to Use ERP to Make the Manufacturing Supply Chain Lean Originally published - March 9, 2009 Lean in a supply chain context is about a holistic view of procurement, manufacturing distribution, and sales order processing. This means that some level of enterprise technology is necessary to view the organization in an integrated context instead of as functional islands. However, before technology can facilitate the lean supply chain, manufacturing executives need to start thinking in lean supply Read More...
Lynx to Donate Advanced Messaging to Linux Open-Source Community
Through the release of Lynx’s Messenger Technology code to the ‘Open-Source’ community they hope to gain a strong foothold in Linux messaging as the operating

introduction to salesforce crm  to Donate Advanced Messaging to Linux Open-Source Community Lynx to Donate Advanced Messaging to Linux Open-Source Community P. Hayes - July 24, 2000 Event Summary SAN JOSE, Calif., Lynx Real-Time Systems, Inc., announced the donation of Lynx Messenger for BlueCat Linux, its high-performance messaging technology, to the Linux open-source community to establish a new standard for advanced CompactPCI inter-board messaging in distributed and high availability (HA) systems. Market Impact Lynx messaging Read More...
5 Things You Need to Know to Empower Today’s Mobile Workforce
As the lines between work and personal life continue to blur, IT departments are under increasing pressure to support personal-liable mobile devices. But simply

introduction to salesforce crm  Things You Need to Know to Empower Today’s Mobile Workforce As the lines between work and personal life continue to blur, IT departments are under increasing pressure to support personal-liable mobile devices. But simply locking down a device to protect it limits its usefulness. Rather, companies need to use proper solutions that consider various factors such as the ever-changing regulations on safeguarding corporate data. Know 5 key points for developing a mobile workforce strategy. Read More...
Three Simple Steps to Rev Up Your “Stay at Work/Return to Work” Program
For most midsize and large companies, a “stay at work/return to work” (SAW/RTW) program has become a necessity. The impact of unscheduled absence within

introduction to salesforce crm  Simple Steps to Rev Up Your “Stay at Work/Return to Work” Program For most midsize and large companies, a “stay at work/return to work” (SAW/RTW) program has become a necessity. The impact of unscheduled absence within business operations can be severe, resulting in disrupted workflow and reduced productivity or output. Implementing a SAW/RWT program to properly manage absence and disability can address these and other issues, significantly reducing costs. Learn more about the benefits. BEGINL 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

introduction to salesforce crm  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...
Key SCM Features to Look For (And Major Players to Look Out For)
Many CFOs, CTOs, supply chain managers, and logistics managers struggle to decide which supply chain management (SCM) software is best-suited to their

introduction to salesforce crm  SCM Features to Look For (And Major Players to Look Out For) Many CFOs, CTOs, supply chain managers, and logistics managers struggle to decide which supply chain management (SCM) software is best-suited to their organizational needs. It doesn’t help that there is an abundance (literally hundreds) of SCM solutions available on the market. Today, I’ll help you understand key SCM modules, and look at some key players with well established SCM solutions. Key SCM Features The core purpose of any SCM Read More...

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