X
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

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...
 

 salesforce mobile crm

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

Read More
Start evaluating software now

 Security code
Already have a TEC account? Sign in here.
 
Don't have a TEC account? Register here.

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 » salesforce mobile crm

Maximizer CRM 12: Salesforce Automation Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

salesforce mobile crm  CRM 12: Salesforce Automation Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of salesforce automation (SFA) solutions in the Customer Relationship Management (CRM) Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

Infor Will Launch Interaction Advisor on the Salesforce Platform


Infor will make its Epiphany Interaction Advisor available to Salesforce Platform users. Infor's Interaction Advisor assists customer-facing professionals with guessing client behavior and future purchases by creating a real-time customer profile. Client profiles are constructed from a collection of historical, personal, and contextual data. Furthermore, the Interaction Advisor employs real-time

salesforce mobile crm  Interaction Advisor on the Salesforce Platform Infor will make its  Epiphany Interaction Advisor available to Salesforce Platform  users. Infor''s Interaction Advisor assists customer-facing professionals with guessing client behavior and future purchases by creating a real-time customer profile. Client profiles are constructed from a collection of historical, personal, and contextual data. Furthermore, the Interaction Advisor employs real-time predictive analytics and cross-channel business rules Read More

Salesforce.com Launches Salesforce Wear


Wearable technologies and the Internet of Things (IoT) are the “next big thing” in enterprise software. To that end, CRM software platform Salesforce.com recently launched Salesforce Wear, its initiative for wearable computing in the enterprise. With wearable IoT tools, companies can discover new ways to market, sell, service, and design products.

salesforce mobile crm  com Launches Salesforce Wear Wearable technologies and the Internet of Things (IoT) are the “next big thing” in enterprise software (being not just a consumer phenomenon). To that end, cloud customer relationship management (CRM) software platform Salesforce.com recently launched Salesforce Wear , its initiative for wearable computing in the enterprise. The company has for some time been talking about its “Internet of Customer” approach (its concrete IoT deployment), whereby behind every Read More

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 hampering field salespeople’s productivity, with frequent downtime and lengthy sales cycles cutting them off from their managers. Learn how mobile CRM solutions can help speed up and improve the sales process, so your company can survive even the toughest market.

salesforce mobile crm  Salesforce com Integrates , Salesforce Mobile , Sales Assessments Sales Force Development , Covering Salesforce , Salesforce On-demand , Sales Assessment Test , Perspectives on Salesforce , Custom Objects in Salesforce . Executive Brief There''s never been a time when you haven''t needed your field salespeople to perform at peak ability. But a number of challenges in today''s global marketplace makes it harder than ever for field sales representatives to stay on top of the game and keep your company''s Read More

Salesforce Social.com to Enhance Salesforce Marketing Cloud


Salesforce has announced Salesforce Social.com, a product designed for social advertising and meant to enhance Salesforce Marketing Cloud. To date, Salesforce Marketing Cloud includes social listening (Salesforce Radian6), publishing (Salesforce Buddy Media), and social advertising (Social.com). The solution targets brands and agencies that would like to launch social ad campaigns

salesforce mobile crm  Marketing Cloud. To date, Salesforce Marketing Cloud includes social listening (Salesforce Radian6), publishing (Salesforce Buddy Media), and social advertising (Social.com). The solution targets brands and agencies that would like to launch social ad campaigns on Facebook and Twitter. The applications allows companies to manage social and mobile campaigns from design to test and launch. The testing capability allows marketers to find relevant audiences for their ads. Metrics revealing the success of a Read More

Market Report: Mobile HCM


TEC recently asked end users all about their mobile HCM needs, usage, and challenges, and then asked vendors about their mobile HCM offerings and target markets. We discovered that while most participants in our survey either currently use mobile HCM technology or are considering doing so in the future, end users seem to be taking advantage of HCM mobile capabilities to complete well-known routines rather than explore new possibilities such as HR analytics. Read TEC's mobile HCM market report to find out more results of the survey and get HCM analyst Raluca Druta's take on mobile employees and how mobility fits in with HR practices.

salesforce mobile crm  Report: Mobile HCM TEC recently asked end users all about their mobile HCM needs, usage, and challenges, and then asked vendors about their mobile HCM offerings and target markets. We discovered that while most participants in our survey either currently use mobile HCM technology or are considering doing so in the future, end users seem to be taking advantage of HCM mobile capabilities to complete well-known routines rather than explore new possibilities such as HR analytics. Read TEC''s mobile HCM Read More

CRM Without Workflow Is Not CRM: How to Maximize Sales and Service Productivity


Since there are multiple vendors offering hosted customer relationship management (CRM) applications, the buyer’s toughest decision is finding a vendor that offers the many benefits that come from a workflow engine similar to those used in multimillion-dollar CRM deployments. Truth be told, CRM alone is not enough, as not all providers have a workflow engine which enables full process automation.

salesforce mobile crm  customer intelligence,customer service,consumer relationship system,business intelligence,client relationship management,enterprise relationship management Read More

How to Choose a Hosted CRM Application for SMBs


While virtually all hosted customer relationship management (CRM) applications support sales force automation, marketing campaign management, and customer service, providing front-to-back-office integration has become a clear differentiator for small to medium businesses (SMBs). Read this white paper—which includes a handy table of evaluation criteria—to find out how to select the right hosted CRM software for you.

salesforce mobile crm  plan to develop in-house, Salesforce has created unnecessary complexity and a certain amount of instability in its go-to-market strategy. For example, in providing integration between Salesforce.com and SAP’s ERP applications through AppExchange partners—Above All Software, Bluewolf, Bridgewerx, CastIron Systems, Integration Technologies and Pervasive Software—SFDC maintains it will provide business value. However, not all this business value will necessarily benefit end-users. Our assessment is Read More

Securing Salesforce


Like any cloud service, Salesforce presents a unique data security challenge. While the Salesforce security team is focused on preventing service-impacting events, like denial of service (DOS), there are security threats of equal importance that Salesforce takes no responsibility for stopping. This white paper examines how to overcome data security challenges for Salesforce users, focusing on technology solutions that make security more effective.

salesforce mobile crm  Salesforce Like any cloud service, Salesforce presents a unique data security challenge. While the Salesforce security team is focused on preventing service-impacting events, like denial of service (DOS), there are security threats of equal importance that Salesforce takes no responsibility for stopping. This white paper examines how to overcome data security challenges for Salesforce users, focusing on technology solutions that make security more effective. Read More

CRM, Success, and Best Practices: A Wake Up Call Part One: Searching and Establishing the Business Parameters of CRM


Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the management strategy used to implement it. Moreover, murky definitions and objectives have caused varying degrees of success and failure to emerge from the same initiative. Clearly defining the objective, implementing holistic best practices, and ensuring that senior management understands CRM as a business strategy can help maximize a CRM investment.

salesforce mobile crm  about supply chain management,benchmarking supply chain management,logistic and supply chain management,logistic supply chain management,logistics & supply chain management,logistics and supply chain management,logistics supply chain management,purchasing supply chain management,supply chain,supply chain integration,supply chain inventory management,supply chain management analysis,supply chain management articles,supply chain management business,supply chain management degree Read More

CRM Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge


Two of the greatest challenges IT decision makers face when selecting a CRM package is first, having a comprehensive understanding of their functional and technical requirements and second, identifying the vendors that best match their requirements. This article will focus on determining the functionality and technology required to enable business processes, and how to compare vendor offerings once those requirements have been documented.

salesforce mobile crm  Selections: When An Ounce Of Prevention Is Worth A Pound Of Cure Part One: The CRM Selection Challenge Introduction Over the past two years it seems not a week has gone by without an editorial about a failed Customer Relationship Management (CRM) project. Many articles relate CRM failure to the absence and/or weakness of business objectives driving the CRM initiative. Although this is true, many projects fail due to a poor vendor selection procedure. Starting At The Beginning Of course software tools Read More

The Real Challenge of CRM: Employee Buy-In


Your company has just selected a new customer relationship management (CRM) system for your company. Congratulations should be in order. However, your work has really just begun. You know that in order for your CRM initiative to be successful, you’ll need buy-in from your users. What steps do you need to take to ensure buy-in and achieve real implementation success?

salesforce mobile crm  best crm system,best crm systems,business crm software,business crm systems,crm applications,crm system companies,crm best practices,integrated crm system,crm company,crm comparison 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 your new CRM system with internal resources. But even in providing a simple CRM solution in your company, a number of steps need to take place, including requirements gathering, configuration, and more. Discover the benefits of selecting a CRM implementation partner.

salesforce mobile crm  Solutions Methodology | Harvest Salesforce Consulting and Trainning | Requirements Gathering | CRM Configuration Experiences | Technology Evaluation Center Whitepapers | Microsoft Dynamics CRM Implementation Guide | What is Implementation | CRM News | Open Source CRM Solution | Read More

Becoming a Mobile Enterprise: Unwiring Your Business with SAP’s Mobile Solutions


Too many organizations are still thinking small about mobility, just extending a few processes to their road warriors. But all the pieces needed to turn an enterprise into a mobile force are now available, including powerful mobile operating systems, flexible mobile solutions, and end-user demand. Find out how customers can take advantage of this mobile inflection point and truly transform their enterprises.

salesforce mobile crm  a Mobile Enterprise: Unwiring Your Business with SAP’s Mobile Solutions Too many organizations are still thinking small about mobility, just extending a few processes to their road warriors. But all the pieces needed to turn an enterprise into a mobile force are now available, including powerful mobile operating systems, flexible mobile solutions, and end-user demand. Find out how customers can take advantage of this mobile inflection point and truly transform their enterprises. 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.

salesforce mobile crm  blackberry e z data,e z data comparasion,e z data ecp lotus notes,e z data ecp lotus notes crm,e z data gartner,e z data magic quadrant,e z data sales,e z data strategy,e z data winrunner,ECP,Enterprise CRM,Enterprise CRM Platform,Enterprise CRM Platform (ECP),ez data crm review software,ez data magic quadrant,ez data reviews,ez data reviews gartner,ez data serials cracks,problems with ez data Read More