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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 » putting salesforce crm


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

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UNIT4: The (Largely) Untold Story - Part 2
Part 1 of this series started with my invitation by UNIT4 (formerly Unit 4 Agresso), the second-largest business applications provider in continental Europe, to

putting salesforce crm  UNIT4 has been lately putting a lot more “oomph” behind the product in terms of a revamped marketing strategy and new marketing investment.  Following the work the company has done in aligning Agresso Business World (ABW) and CODA messaging  there were some key announcements in late 2009 that gave CODA the focus it needs. Incidentally, the percentage of CODA staff that moved to FinancialForce.com was tiny, and of course they have almost all already been exclusively focused on CODA 2go for the last Read More
Salesforce.com Unveils Service Cloud SOS Button for Mobile In-app Support
Salesforce.com recently launched the Salesforce1 Service Cloud SOS feature that aims to revolutionize customer service and support by putting an SOS button

putting salesforce crm  service and support by putting an SOS button (similar to the Amazon Kindle Mayday button) directly inside any mobile app. With new live interactive video support and on-screen guided assistance, companies will be able to deliver instant and personalized customer service within any mobile app.   Last year, salesforce.com introduced a series of Service Cloud solutions including mobile communities, mobile chat, and knowledge base. Salesforce1 Service Cloud, salesforce.com’s customer service platform, is Read More
UNIT4: The (Largely) Untold Story - Part 1
February and bleak mid-winters are not exactly the high season for software user conferences in North America, and thus I accepted the invitation by UNIT4

putting salesforce crm  signal that Salesforce.com is putting its weight behind SaaS accounting as a market, which has not long been the case. Not that long ago I remember the vendor’s senior executive telling me how NetSuite ’s strategic error might be its attempt to offer on-demand  accounting , since “bean-counters will not easily jump on the SaaS bandwagon.” Indeed, the SaaS CRM pioneer and leader has long stayed away from the market for finance and accounting applications and solutions, as one of the toughest Read More
Do You Want Your App to Talk Back to You (as a Chatterbox)? - Part 2
In Part 1 of this blog series I admitted to being a late adopter of a sort, in part for not immediately jumping onto the social media bandwagon. In particular

putting salesforce crm  enterprise applications’ shortcomings of putting the onus on users to hunt for information. The result of using Chatter is a context that is richer, more relevant, and pushed out to users, as compared to a rudimentary context that had been provided previously and that users had to look for. Moreover, Salesforce Chatter humanizes end users and shows us a smarter and more empowered way of collaboration. It does this by adopting the Facebook/Twitter broadcast paradigm, whereby its feed resembles the home Read More
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

putting salesforce crm  CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative 8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. The Salesforce.com Foundation was created to apply the core strengths of salesforce.com to help organizations further their social mission, deepen their impact, and better the lives of those in Read More
Soffront CRM
The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales

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Top CRM for Financial Services
To make your search easier, you can quickly and easily compare CRM software for financial services using TEC''s patented software decision support s...

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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

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2011 Customer Relationship Management Buyer''s Guide: Innovations in CRM
Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software

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Social CRM is Dead, Long Live Social Media Flavored CRM
Customer relationship management (CRM) is not and cannot really be social, since social means “of, relating to, or occupied with matters affecting human welfare

putting salesforce crm   Read More
CRM 101
Welcome to another installment in our back-to-basics series. So far, we’ve covered ERP 101 and SCM 101. What Is CRM?CRM is more than a software application

putting salesforce crm   Read More
Agiline 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

putting salesforce crm   Read More
Saleslogix CRM Best Practices Guide
Find out in the saleslogix CRM guidebook by nucleus research, a leading research analyst firm.

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Making the Leap to CRM
Making the leap to customer relationship management (CRM) doesn’t have to be a difficult process. But many companies have difficulty knowing how to get their

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