Documents » consultations on crm finance and banking.
Abstract: Today's usage of Decision Support Systems (DSS), combined with vetted CRM knowledge bases, allows organizations to save time and money, achieving better and more reliable/fully-documented decisions, a quantum improvement over the widely-used subjective process of selecting complex enterprise software...
Abstract: Following a previous TEC News Analysis on the security of financial transactions, Congress and the White House have agreed to put into place new legislation for monitoring
banking, including on-line
banking. New
banking laws that are more current than today's Depression Era
banking laws need to be crafted to protect consumers, as well as the health of today's financial community. Today's financial institutions risk a host of internet attacks since today's hackers are more knowledgeable about information security than law makers.
PubDate: 10/26/1999
Abstract: The role of the finance team has changed recently, due to increased oversight from regulators, more active investors, and company-specific changes in business operations. What steps are companies taking to respond to the internal and external forces? Find out how finance often repairs core finance and operating activities, as exposed in the results of a survey and a series of interviews among senior finance executives.
Abstract: Integrative software as a service (SaaS) business systems are a way of transforming your finance operations. SaaS can position finance as the nexus of standardized, real-time information. Finance executives should investigate SaaS solutions and providers, so that finance and IT can work together to enable a cost-effective transformation of finance to a stronger leadership role and improve finance’s value to your company.
Abstract: Making a list and checking it twice is a particularly good practice when picking a finance and accounting software solution. If you don’t find the right product for your company, you’ll just pay for the mistakes on the back end. But first you need to know which features your small to midsize business must have and which you don’t want. Get some tips that will help you create your finance and accounting checklist.
Abstract: Thanks to recent accounting scandals and an increasingly competitive environment, many chief financial officers and the finance organizations they lead have started to take on new roles within the enterprise. However, given the current state of the finance function in US companies, companies first need to understand the challenges to finance—and the road map to increasing its strategic capabilities.
Abstract: One company executive has a growing influence in today’s boardroom—the chief financial officer (CFO). And the role of the finance organizations that these CFOs lead is expanding as well. Examine the changing role of the finance organization in today’s business environment, learn how your CFO can take on a more prominent role in defining company strategy, and find out how you can develop a best-run finance organization.
Abstract: Investing in a customer relationship management (CRM) system can increase sales productivity and represent an addition to, not a subtraction from, your company’s bottom line. But a return on investment (ROI) from CRM software depends on whether you’ve identified strategies that leverage the CRM system’s sales productivity. Find out how to formulate CRM strategies before you choose a CRM solution, and compare CRM products.
Abstract: Hearing confusing messages from your customer resource management (CRM) and enterprise resource planning (ERP) vendors? You may be dealing with dozens of software vendors and system integrators, each one praising the benefits of his solution. Among these proposals, one claims not only to efficiently manage the entire customer life cycle, but also to take full advantage of your previous technology investments. Your incumbent ERP system vendor also has a CRM solution, and praises the benefits of the tight integration of both systems. The question then is, how do you know whether this solution is the best for you? Request your copy of Integrating CRM with ERP compliments of Baseline Consulting. The report gives you the criteria to use when formulating your strategy of integrating CRM with ERP, best practices of CRM implementation, dealing with ERP integration, and how to integrate CRM with ERP impacts the value chain.
Abstract: Big-name vendors are competing with those that have long catered to midsized enterprises. With a little savvy, midsize companies can make the dynamic enterprise resource planning (ERP) market work to their advantage. Learn the industry’s top 10 strategies to grow your company and revenue by upgrading from an out-of-the-box finance solution to one that better connects systems and processes throughout your business.
Abstract: For large organizations, enterprise resource planning (ERP) systems promise big gains by helping grow revenue and increase productivity. But can ERP benefit small to medium businesses (SMBs) in the same way? This step-by-step guide includes important decision-making considerations, such as benefits and costs, across some of the top finance and accounting solution providers for small to midsize companies.
Abstract: Corporations have drastically changed their global supply chain models over a short period. The market is also in the early stages of migrating to data triggered finance, creating opportunities for banks and logistic companies to develop international supply chain finance solutions.
Abstract: Executives are placing greater demands on the finance department—and the chief financial officer (CFO) —to provide an accurate picture of the financial health of the enterprise, offer insight into how emerging shifts in key market factors will affect the organization, and establish timely scalable measures of corporate performance that align across functions. Learn how BI solutions can help finance departments deliver.
Abstract: The current global economic instability means firms have to quickly adapt to business conditions. This uncertainty may increase companies’ reliance on business alliances to provide as-needed skills, services, and products. To optimize these alliances, finance should enter the discussion as early as possible. Find out where finance’s true value lies when realigning strategic objectives to include business collaboration.
Abstract: Why do some customer relationship management (CRM) implementations fail? The answer: companies’ lack of understanding of their current CRM environments, and of what areas need modification or improvement. Companies with a clear understanding of what they need from a CRM solution—as well as of what CRM means to their business—are more likely to succeed. To clinch that success, some key elements should be assessed first.
Abstract: Microsoft's foray into the CRM arena has not been a bed of roses, despite its indisputably large marketing muscle and R&D investment, its strong channel, traditionally attractive pricing policies, and the aura and experience within the market segment. Microsoft CRM remains both a threat and an opportunity for the most nimble mid-market CRM vendors. Microsoft’s entry with CRM evangelism through an array of seminars nationwide has bolstered the market’s awareness of the need for CRM applications.
Abstract: Since the last recession in 2001, customer relationship management (CRM) systems have gained greater acceptance. Though CRM systems haven’t been widely tested under adverse business conditions, results achieved by CRM strategies indicate that businesses with an effective CRM approach will have a vital competitive advantage in recessionary conditions. Discover three key strategies to using CRM as a tool against a recession.
Abstract: Customer relationship management (CRM) solutions can help you achieve success by managing your company’s customer-facing processes and implementing a customer-centric vision. But to make the most of CRM’s benefits, you should weigh and consider the options by answering key questions about your processes and CRM solutions’ capabilities. Find out key CRM principles, and how to best mitigate the cost of CRM implementation.
Abstract: Customer relationship management (CRM) is rapidly morphing from a customer management model to one of customer engagement. Social networks, podcasts, blogs, and wikis are enabling customers to become advocates, and not simply the targets they were in the traditional CRM process. The same techniques are also being used within the CRM industry itself to create a content-rich, social media environment for CRM professionals. Find out what these sweeping changes mean to businesses and CRM professionals alike, as TEC's director of research Wayne Thompson sits down with Paul Greenberg and Bruce Culbert of BPT Partners, a leading CRM consulting firm.
Abstract: Banks face many challenges in today’s dynamic financial services marketplace. Banks must continuously enhance capabilities for risk and financial management to address market, credit, and regulatory environments that are increasingly complex. Thus, process support for your business strategies is crucial—which is why integrated tools are a must-have for financial accounting, cost controlling, risk management, asset-liability management, and profitability analysis.