-
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 applications 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:
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 applications 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
-
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 applications 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 applications 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:
Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance
companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than
around products. This makes a perfect case for (...)
Excerpt related to
crm applications for investment management:
Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance
companies. Firm...
Published:
2000-11-02
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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 applications 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:
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 applications for investment management:
... Software, Customer Relationship Management Solutions, Web ... CRM
System, Hosted CRM Investment, Hosted CRM ... Process,
Automate CRM Applications, Building Customer ...
Published:
2010-03-11
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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 applications 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
-
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 applications for investment management:
... Software, Customer Relationship Management Solutions, Web ... CRM
System, Hosted CRM Investment, Hosted CRM ... Process,
Automate CRM Applications, Building Customer ...
Published:
2010-03-11
-
Abstract:
Onyx Software is one of the few direct competitors of Siebel Systems with a solid chance at long-term success in the CRM
market. A strong customer focus and a commitment to a 100% web-based architecture are just two of its critical success factors.
Find out how Onyx is staking its claim. (...)
Excerpt related to
crm applications for investment management:
Onyx Software is one of the few direct competitors of Siebel Systems with a solid chance at long-term success in the CRM market.
A strong custome...
Published:
2000-12-04
-
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 applications 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:
Application vendors find themselves in a precarious situation where, concurrently with dismal revenue inflow, there is a
need for bigger investment in the development of their products. Vendors unable to keep abreast of technology demands of a
vertically focused solution that provides tangible returns in (...)
Excerpt related to
crm applications for investment management:
Application vendors find themselves in a precarious situation where, concurrently with dismal revenue inflow, there is a need
for bigger investmen...
Published:
2002-08-29
-
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 applications 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:
To conduct collaborative processes, businesses need embedded intelligence, and business intelligence (BI) or analytics applications
focused on structured data offer only a part of the total solution. In other words, businesses also need content management
for the unstructured data and content, which can (...)
Excerpt related to
crm applications for investment management:
To conduct collaborative processes, businesses need embedded intelligence, and business intelligence (BI) or analytics applications
focused on str...
Published:
2004-11-13
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Abstract:
While Microsoft might be honest today with its claims of staying away from the true enterprise-level CRM applications space,
no one can be sure that its appetite will remain in check for very long. (...)
Excerpt related to
crm applications for investment management:
While Microsoft might be honest today with its claims of staying away from the true enterprise-level CRM applications space,
no one can be sure th...
Published:
2002-03-08
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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 applications 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
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Abstract:
An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility
implies that the document clearly delineates assumptions regarding cause and effect plus the mechanism that will be used to
assess results and declare success. (...)
Excerpt related to
crm applications for investment management:
An effective business case must link CRM with achieving organizational objectives; but this step is just the beginning. Credibility
implies that t...
Published:
2004-11-09
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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 applications 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
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Abstract:
For a successful customer relationship management (CRM) implementation, the chief executive officer (CEO) must have an ongoing
role in the process. The project implementer must be aware of common CRM misconceptions, and communicate the nature of CRM
to c-level management. (...)
Excerpt related to
crm applications for investment management:
For a successful customer relationship management (CRM) implementation, the chief executive officer (CEO) must have an ongoing
role in the process...
Published:
2006-11-23
-
Abstract:
Many consultants, vendors, and analysts today define CRM in terms of being a customer-centric business strategy that is enabled
by a set of applications that support customer-facing functions and management decision making. That may capture the essence
of what CRM is, but it does not begin to capture why (...)
Excerpt related to
crm applications for investment management:
Many consultants, vendors, and analysts today define CRM in terms of being a customer-centric business strategy that is enabled
by a set of applic...
Published:
2004-11-08