-
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 article 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:
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 article 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:
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 de (...)
Excerpt related to
crm article for investment management:
Customer relationship management is a sophisticated set of customer-facing tools; however, its technology has outpaced the
management strategy use...
Published:
2004-10-21
-
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 article 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:
For many reasons, SAS's alliance with Amdocs and partnership with Aprimo might be some of a few vendor partnerships where
customers and the vendors benefit. (...)
Excerpt related to
crm article for investment management:
For many reasons, SAS's alliance with Amdocs and partnership with Aprimo might be some of a few vendor partnerships where
customers and the vendor...
Published:
2005-08-12
-
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 article 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
-
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 article 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:
Connecting your Executives to the CRM Effort: Becoming (and Remaining) a Data-driven Organization. Read White Papers and Other
Software for Your Diagnosis Related to the CRM Effort in a Data-driven Organization. When businesses commit to implementing
customer relationship management (CRM), they commit to (...)
Excerpt related to
crm article for investment management:
Connecting your Executives to the CRM Effort: Becoming (and Remaining) a Data-driven Organization. Read White Papers and Other
Software for Your Di...
Published:
2010-03-11
-
Excerpt related to
crm article for investment management:
... across Glen Petersen’s excellent article A Lexicon ... The technological
gains of the CRM industry must ... to better conceptualize and plan with their investment.
...
Published:
2007-12-18
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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 article 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
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Abstract:
April 2011 saw the merger of Epicor and Activant Solutions to create a global leader in business software solutions. TEC
principal analyst P. J. Jakovljevic sits down with CMO John Hiraoka to discuss the opportunities and challenges created by
the merger and the potential synergy of the combined company, (...)
Excerpt related to
crm article for investment management:
April 2011 saw the merger of Epicor and Activant Solutions to create a global leader in business software solutions. TEC principal
analyst PJJ.
Published:
2011-11-18
-
Excerpt related to
crm article for investment management:
... in the article entitled “(Forgotten) CRM and ERP ...
In his 2007 guest article in Field Technologies Online ... as a result of their enterprise
mobility investment? ...
Published:
2010-03-19
-
Excerpt related to
crm article for investment management:
... of CRM users: assessing tangible return of investment (ROI ...
only a few examples of BPM driving CRM in practice ... Yet, the article’s
premise is that some BPM tools ...
Published:
2010-02-10
-
Excerpt related to
crm article for investment management:
... Adoption may reley on lot’s of investment in RAM or new pc’s. On the hosted deployment
... Very good article - worth also looking at CRM online which ...
Published:
2010-02-15
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Abstract:
CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article
to provide explanation and meaning for most of the common CRM phraseology. Here, in alphabetical order, we continue the Lexicon
of CRM (...)
Excerpt related to
crm article for investment management:
CRM. CRM itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to
provide explanati...
Published:
2001-11-02
-
Excerpt related to
crm article for investment management:
... Salesforce.com), then an application that tracks investment funds from ...
since a main point of the article is that this is no longer about the CRM market, but ...
Published:
2010-03-26
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Abstract:
No matter how well an enterprise implements a CRM, ERP, SCM, Business Intelligence, or Data Warehouse project, poor data
quality can destroy its utility and cost real dollars. (...)
Excerpt related to
crm article for investment management:
No matter how well an enterprise implements a CRM, ERP, SCM, Business Intelligence, or Data Warehouse project, poor data quality
can destroy its u...
Published:
2002-10-17
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Abstract:
ScotiaMcLeod.Secure Documents and Other Package to Use In Your Complex System of ScotiaMcLeod. Upgrading to CRM solution increases
value of relationships for financial services firm. ScotiaMcLeod (www.scotiabank.com) is the investment arm of Scotiabank,
one of Canada's largest financial organizations with (...)
Excerpt related to
crm article for investment management:
ScotiaMcLeod.Secure Documents and Other Package to Use In Your Complex System of ScotiaMcLeod. Upgrading to CRM solution increases
value of relatio...
Published:
2010-03-11
-
Excerpt related to
crm article for investment management:
... On a more positive note, more investment and recruitment in R&D is underway at ...
in a real-time feed of their customer relationship management (CRM) data and ...
Published:
2010-04-26
-
Excerpt related to
crm article for investment management:
... Appointment Scheduling, Yard Management, and Carrier Management. ...
mentioned in my earlier article, the Manhattan ... resilience and continued investment
in product ...
Published:
2011-03-07