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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...
 

 retention

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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 » retention

The State of Customer Analytics: Taking a Proactive Approach to Loyalty and Retention


Discover how businesses can capitalize on rich data analysis to proactively implement loyalty and retention strategies.

retention  Approach to Loyalty and Retention Discover how businesses can capitalize on rich data analysis to proactively implement loyalty and retention strategies. Read More

Five Ways to Positively Impact Customer Retention and Business Operations


Maintaining strong business performance and retaining loyal customers requires continual vigilance and assessment. Establishing metrics that focus on value-added and customer- centric performance allows manufacturers to stay close to the pulse of market changes and dynamics. Learn how performance tools such as dashboards and reporting can help your company monitor performance and enable better and faster decision making.

retention  to Positively Impact Customer Retention and Business Operations Leading customer-focused companies view every customer interaction as an opportunity to make a new offer, improve retention, increase revenue, build loyalty, or strengthen their brand. Infor CRM Epiphany helps companies optimize customer relationships by integrating marketing, sales, and service. By providing a full 360-degree view of customers, the system enables a consistent and continuous customer dialogue based on real-time Read More

A Consolidated Archive Storage Array for Compliance and Retention


Reliance on enterprise data is growing at exponential rates. And thanks to internal processes and legal requirements, the period of time that data must be retained is increasing—as is the cost of retaining the data itself. As storage needs grow, the cost of deploying siloed storage systems is becoming unmanageable. Find out how consolidating resources can translate into bottom-line savings for your enterprise.

retention  Array for Compliance and Retention Reliance on enterprise data is growing at exponential rates. And thanks to internal processes and legal requirements, the period of time that data must be retained is increasing—as is the cost of retaining the data itself. As storage needs grow, the cost of deploying siloed storage systems is becoming unmanageable. Find out how consolidating resources can translate into bottom-line savings for your enterprise. Read More

From Profit Recovery to Profit Retention


Find out how best-in class-firms strengthen accounts payable (A/P) through intelligent invoice reconciliation.

retention  Profit Recovery to Profit Retention Find out how best-in class-firms strengthen accounts payable (A/P) through intelligent invoice reconciliation. Read More

PDF/A and the Document Retention Landscape


PDF is a widely used yet still limited document storage format. PDF/A, an internationally standardized version of PDF, provides further long-term stability of archived data, while permitting users to customize methodologies. However, knowledge managers should ask what software tools must be used in conjunction with PDF/A to ensure electronic archival material is accessible, searchable, and reliable in the long term.

retention  A and the Document Retention Landscape PDF is a widely used yet still limited document storage format. PDF/A, an internationally standardized version of PDF, provides further long-term stability of archived data, while permitting users to customize methodologies. However, knowledge managers should ask what software tools must be used in conjunction with PDF/A to ensure electronic archival material is accessible, searchable, and reliable in the long term. Read More

XENEX Enterprises


Established in May 1983, we have been in business for over 20 years. We have extensive experience in Business Processes Management, and Outsourcing assignments that enable or enhance profitability and customer retention. We drive growth and productivity, reducing costs, minimizing employee turnover, developing leadership talent and improve client/user loyalty and satisfaction. Xenex and its strategic alliances link people, operations and business strategies to deliver tangible, measurable, lasting results. Our methodologies are leading edge in content and delivery and our expert consulting team of experienced professionals have provided leadership in many successful implementations. Xenex’s extensive network of associates come from a variety of disciplines, enabling us to design and deliver programs and services that meet the client’s specific needs.

retention  enhance profitability and customer retention. We drive growth and productivity, reducing costs, minimizing employee turnover, developing leadership talent and improve client/user loyalty and satisfaction. Xenex and its strategic alliances link people, operations and business strategies to deliver tangible, measurable, lasting results. Our methodologies are leading edge in content and delivery and our expert consulting team of experienced professionals have provided leadership in many successful Read More

KXEN


KXEN is revolutionizing the way companies use predictive analytics to make better decisions. Based on patented innovations, the company's flagship product InfiniteInsight® delivers orders of magnitude improvements in speed and agility to optimize every step in the customer lifecycle - including acquisition, cross-sell, up-sell, retention and next best activity. KXEN is an SAP company.

retention  including acquisition, cross-sell, up-sell, retention and next best activity. KXEN is an SAP company. Read More

Case Study: Old National Bancorp Mitigates E-mail Risks and Meets the Needs of Clients and Regulators


Indiana, US-based Old National Bancorp owns multiple financial services operations and offers a range of services. With over 3,000 employees, the bank needed a comprehensive policy-based e-mail retention plan to address compliance, legal discovery, and the exponential growth of message stores. Learn how an e-mail retention solution helped the bank meet compliance, scalability, and information life cycle management needs.

retention  a comprehensive policy-based e-mail retention plan to address compliance, legal discovery, and the exponential growth of message stores. Learn how an e-mail retention solution helped the bank meet compliance, scalability, and information life cycle management needs. Read More

Case Study: Metrolina Greenhouses


For years, Sage MAS 90 ERP served Metrolina Greenhouses well as its accounting and distribution solution. But continued growth and expansion led it to seek a comprehensive warehouse management solution (WMS), to incorporate materials requirement planning (MRP) procedures and radio frequency identification (RFID) for better planning and control. Metrolina discovered Sage MAS 500 had the MRP software it needed. Learn more.

retention  relationship management | customer retention | customer retention strategy | customer satisfaction | customer satisfaction metrics | customer segmentation | customer service | customer service success | customer strategies | customer strategy | customer success | customer success program | customer technology | customers successful | data life cycle | data life cycle management | data lifecycle management | development life cycle | development software | distribution accounting software | easy accounting Read More

The Newest Release of SYSPRO ERP-SYSPRO 7-Is Now TEC certified


It has been only a year and a few months since Technology Evaluation Centers (TEC) analysts last certified the then-current version of SYSPRO ERP, SYSPRO 6.1, and I am glad to tell you that SYSPRO’s newest release, SYSPRO 7, is now certified. Similarly to the in-depth 2012 SYSPRO 6.1 certification process, SYSPRO 7 is now certified in multiple TEC enterprise resource planning (ERP) software models

retention  Support Partners. SYSPRO’s customer retention rate is very high—about 98%; similar numbers also reflect the SYSPRO staff retention rate. The newer major release of SYSPRO ERP software, SYSPRO 7, has been comprehensively tested and accepted by a large number of existing SYSPRO customers in multiple business areas. These customers have concluded that changes made to the software have been greatly anticipated and demanded by the user community. All improvements to the product can be divided into these Read More

Precision Marketing: Strengthening the Value of CRM


All organizations, across all industries, have one thing in common—a deluge of customer data idling somewhere waiting to be monetized. Most likely, the similarities end there. The accuracy, depth, and accessibility of data are as varied as the products and services offered by organizations. The use of this data is what separates successful organizations from those who go bankrupt.

retention  benefits include improved customer retention rates, increased revenue from cross-sell/upsell campaigns, and enhanced levels of customer satisfaction. How Does Precision Marketing Strengthen My Crm Investment? CRM tools are a necessity for managing a one-to-one relationship with prospects and customers. But today, with short attention spans and immediate needs, marketing teams are required to take a more active role throughout the entirety of the sales cycle. Using marketing automation technology, Read More

6 Key Elements-A Guide to Delivering a Consistent Outstanding Customer Experience in the Contact Centre and Beyond


Customers are the lifeblood of any business, and receiving quality customer service is a major factor in their purchasing decisions. There are six key elements that can help distinguish your organization’s product or service from your competitors. By applying these key elements, you can unlock the lifetime value of your customers and build an outstanding referral platform for future growth.

retention  Metrics should include: Customer retention Share of wallet Customer satisfaction and loyalty First call resolution Employee retention Customer lifetime value Customer relationships (existing or potential customers) It is also important to review contact centre metrics and objectives regularly to ensure that they are not diametrically opposed. For example, pressure to increase call volumes can adversely affect how much agents can achieve when speaking with customers, or indeed, the level of satisfaction 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. It is a set of strategies, processes, and associated software systems designed to improve the interactions and engagement of customers. CRM involves not only the use of these tools, but also corporate cultural transformation

retention  include increased customer acquisition, retention, loyalty, and profitability. CRM—Risks You Should Be Aware Of It’s all fine and good to implement a CRM system, but there a few things you should know if you don’t want to be blindsided by a CRM catastrophe: Effective internal controls must be in place to prevent customer information from becoming scattered across databases and servers. CRM can be associated with significant application and architectural security issues, especially for organizations Read More

The Loyalty Connection: Secrets To Customer Retention And Increased Profits


Customer churn rates are higher than ever: although businesses say they are devoted to loyalty, their management systems and budgets do not support that claim. But in a landscape of similar products, cutting down on defection—or churn—is vital. There are in fact four steps to improving loyalty and retention which, if focused on the appropriate customers, will improve profitability.

retention  Connection: Secrets To Customer Retention And Increased Profits Customer churn rates are higher than ever: although businesses say they are devoted to loyalty, their management systems and budgets do not support that claim. But in a landscape of similar products, cutting down on defection—or churn—is vital. There are in fact four steps to improving loyalty and retention which, if focused on the appropriate customers, will improve profitability. Read More

Providing a Foundation for Regulatory Compliance


Regulations regarding digital information use, storage, and protection are meant to help maintain the integrity and security of public and private networks. Compliance measures such as the payment card industry (PCI), the Gramm-Leach-Bliley Act (GLBA), and others focus on the long-term retention and integrity of all data. Achieving secure, long-term data retention is easier with log management and incident response tools.

retention  focus on the long-term retention and integrity of all data. Achieving secure, long-term data retention is easier with log management and incident response tools. Read More