-
Abstract:
For a customer relationship management implementation to be successful, consulting firms, vendors, and users must pay attention
to user training and change management. (...)
Excerpt related to
crm application for investment management:
For a customer relationship management implementation to be successful, consulting firms, vendors, and users must pay attention
to user training a...
Published:
2005-10-22
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Abstract:
Creating specific CRM strategies means developing measurable goals and calculating your ROI to achieve them. These in addition
to a technical framework, sales and marketing strategies, including Internet strategies, and customer satisfaction metrics
will create a smooth running CRM machine in your compan (...)
Excerpt related to
crm application for investment management:
Creating specific CRM strategies means developing measurable goals and calculating your ROI to achieve them. These in addition
to a technical fram...
Published:
2005-02-17
-
Abstract:
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause
a host of problems, from lost employee time to lost customer data. But with the right information, implementing CRM allows
evolution without the upset of revolution. (...)
Excerpt related to
crm application for investment management:
Customer relationship management (CRM) can be a tool for positive change in businesses' operations. Or CRM can—unintentionally—cause
a host of pro...
Published:
2007-09-24
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Abstract:
In today's software frenzy and with the increasing demand for applications that provide maximum return on investment, many
companies have failed to focus on subjects like reliability, downtime, and scalability. Since 1991, Touchtone Corporation
has devoted its efforts to developing and maintaining a clie (...)
Excerpt related to
crm application for investment management:
In today's software frenzy and with the increasing demand for applications that provide maximum return on investment,
many companies have failed t...
Published:
2004-06-15
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Abstract:
Companies need to implement serious yardstick work when seeking to evaluate CRM-software investments. This involves creating
a cost-benefit analysis, determining the tangible and intangible benefits, and the risks involved with CRM implementation. (...)
Excerpt related to
crm application for investment management:
Companies need to implement serious yardstick work when seeking to evaluate CRM-software investments. This involves creating
a cost-benefit analys...
Published:
2004-07-23
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Abstract:
The business case for integrating call center service resolution management into customer relationship management is becoming
increasingly obvious, as companies need to rely more on inbound (customer-generated) calls than on outbound telemarketing
efforts. (...)
Excerpt related to
crm application for investment management:
The business case for integrating call center service resolution management into customer relationship management is becoming
increasingly obvious...
Published:
2007-12-07
-
Abstract:
Hosted CRM solution can be the key of your success.Easy to read free whitepapers. How can you get the most out of a customer
relationship management (CRM) solution while reducing operating costs and increasing overall profitability? By purchasing
a hosted CRM solution that’ll provide the benefits of an (...)
Excerpt related to
crm application for investment management:
... to buy, what you can expect to pay, and how to derive the most value from your hosted CRM
investment. ... A CRM solution is a software application
that allows ...
Published:
2010-03-11
-
Abstract:
Hosted CRM solution can be the key of your success.Easy to read free whitepapers. How can you get the most out of a customer
relationship management (CRM) solution while reducing operating costs and increasing overall profitability? By purchasing
a hosted CRM solution that’ll provide the benefits of an (...)
Excerpt related to
crm application for investment management:
... to buy, what you can expect to pay, and how to derive the most value from your hosted CRM
investment. ... A CRM solution is a software application
that allows ...
Published:
2010-03-11
-
Abstract:
Creating specific CRM strategies means developing measurable goals and calculating your ROI to achieve them. These in addition
to a technical framework, sales and marketing strategies, including Internet strategies, and customer satisfaction metrics
will create a smooth running CRM machine in your compan (...)
Excerpt related to
crm application for investment management:
Creating specific CRM strategies means developing measurable goals and calculating your ROI to achieve them. These in addition
to a technical fram...
Published:
2005-02-17
-
Abstract:
Founded in 1990, RTI Software is an Illinois CRM application provider with a feature- rich Enterprise solution targeting
the software and hardware industry and expanding to other industries with similar requirements in service, helpdesk, sales
and marketing. Recently TEC interviewed Michel P.Mallen, RTI (...)
Excerpt related to
crm application for investment management:
Founded in 1990, RTI Software is an Illinois CRM application provider with a feature- rich Enterprise solution targeting the
software and hardware...
Published:
2003-08-15
-
Abstract:
Interface Software, a provider of relationship intelligence to professional services firms, introduces InterAction 5 with
three additional modules aimed at facilitating collaborative work in both legal- and project-based environments. InterAction
5 reinforces Interface Software's customer relationship ma (...)
Excerpt related to
crm application for investment management:
Interface Software, a provider of relationship intelligence to professional services firms, introduces InterAction 5 with
three additional modules...
Published:
2004-08-26
-
Abstract:
After decades of father-son stewardship, Deltek has been transformed by a New Mountain Capital LLC majority capital investment.
Already a recognized enterprise resource planning leader for North American project-based businesses, Deltek is now looking
to strengthen its global position. (...)
Excerpt related to
crm application for investment management:
After decades of father-son stewardship, Deltek has been transformed by a New Mountain Capital LLC majority capital investment.
Already a recogniz...
Published:
2006-07-11
-
Abstract:
Cincom’s latest CRM product release offers a compelling value proposition for many ‘to order’ manufacturing enterprises.
While it is a product that may raise the bar in its target markets, the competitive offering is not exactly a pushover. (...)
Excerpt related to
crm application for investment management:
Cincom’s latest CRM product release offers a compelling value proposition for many ‘to order’ manufacturing enterprises. While
it is a product tha...
Published:
2002-11-26
-
Abstract:
The dot-com revolution has left few impressions as significant as the hosted software phenomenon. In fact, its success has
caused many organizations with reservations about hosted solutions to think twice. So what exactly are its advantages and
disadvantages? (...)
Excerpt related to
crm application for investment management:
The dot-com revolution has left few impressions as significant as the hosted software phenomenon. In fact, its success has
caused many organizatio...
Published:
2006-07-07
-
Abstract:
Today's enterprise applications are required as a matter of course to address more than the processes taking place within
the walls of an enterprise. Almost all traditional ERP vendors (small and big alike) had to experience a wake-up call and
have long been trying to expand their product offering in tu (...)
Excerpt related to
crm application for investment management:
Today's enterprise applications are required as a matter of course to address more than the processes taking place within
the walls of an enterpri...
Published:
2004-01-31
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Abstract:
To maximize the return on investment of a customer relationship management system, a new CRM best practices model should
be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a
culture consistent with CRM can lead to a deployment strategy (...)
Excerpt related to
crm application for investment management:
To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be
used. A point-based sy...
Published:
2004-10-22
-
Abstract:
Many organizations find it challenging to adopt sales force automation and customer relationship management solutions. Formal
sales training and the related reinforcement tools can make the difference. We examine the key challenges and propose some
solutions. (...)
Excerpt related to
crm application for investment management:
Many organizations find it challenging to adopt sales force automation and customer relationship management solutions. Formal
sales training and t...
Published:
2006-05-23
-
Abstract:
Mid-sized companies have the agility of small businesses, and are resource-rich enough to handle CRM implementation. However,
without comprehensive planning, attainable objectives, metrics, and check points mid-sized companies will not realize success
and full potential from their CRM system. (...)
Excerpt related to
crm application for investment management:
Mid-sized companies have the agility of small businesses, and are resource-rich enough to handle CRM implementation. However,
without comprehensiv...
Published:
2005-02-14
-
Abstract:
While pundits have been debating whether the configuration software deserves to be a CRM module on its own, it is certainly
a part of the much broader CRM class of products, which typically includes front-office applications for sales force automation
(SFA), marketing automation, and field service/call c (...)
Excerpt related to
crm application for investment management:
While pundits have been debating whether the configuration software deserves to be a CRM module on its own, it is certainly
a part of the much bro...
Published:
2002-11-08
-
Abstract:
Despite technological advances, users are dissatisfied with customer relationship management (CRM) systems. Ambiguous terms
do not provide the vocabulary for concrete action and measurable expectations. Thus, CRM is perceived to be about intangibles,
and is approached with a let's-hope–for-the-best men (...)
Excerpt related to
crm application for investment management:
Despite technological advances, users are dissatisfied with customer relationship management (CRM) systems. Ambiguous terms
do not provide the voc...
Published:
2008-09-29