-
Abstract:
Data entry and error correction are key roadblocks to return on investment (ROI) from customer relationship management (CRM)
software. Manual data entry is time-consuming, and reduces staff effectiveness by taking them away from potential sales opportunities.
Automating data entry is one way to reduce mi (...)
Excerpt related to
crm data for investment management:
Data entry and error correction are key roadblocks to return on investment (ROI) from customer
relationship management (CRM) software. Manual data... ...
Published:
2010-03-11
-
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 data 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
-
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 data 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:
Data quality has direct consequences on a company's bottom-line and its customer relationship management (CRM) strategy.
Looking beyond general approaches and company policies that set expectations and establish data management procedures, we
will explore applications and tools that help reduce the negat (...)
Excerpt related to
crm data for investment management:
Data quality has direct consequences on a company's bottom-line and its customer relationship management (CRM) strategy.
Looking beyond general ap...
Published:
2004-03-08
-
Abstract:
A customer relationship management (CRM) system is inherently valuable for supporting customer acquisition and retention
by gathering data from each contact with customers and prospects. Collecting data, however, cannot be isolated from a strategy
for actually using that data. Here is an overview of how (...)
Excerpt related to
crm data for investment management:
A customer relationship management (CRM) system is inherently valuable for supporting customer acquisition and retention by
gathering data from ea...
Published:
2003-07-03
-
Abstract:
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized,
reusable business definitions mapped to the different CRM system schemas throughout the organization. (...)
Excerpt related to
crm data for investment management:
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized,
reusable bus...
Published:
2002-12-25
-
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 data 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
-
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 data 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:
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 data 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:
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 data 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
-
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 data 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:
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 data 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:
Surado Solutions aims to provide a complete customer relationship management suite. We'll analyze Surado CRM 5.0 from the
perspectives of core functionality, its distinguishing factors, and the challenges users may face when considering the Surado
solution. (...)
Excerpt related to
crm data for investment management:
Surado Solutions aims to provide a complete customer relationship management suite. We'll analyze Surado CRM 5.0 from
the perspectives of core fun...
Published:
2006-08-17
-
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 data 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
-
Abstract:
Oracle is in the processing of developing their product lifecycle management capabilities. The question is whether they will
accomplish this through the acquisition of a pure-play PLM vendor, or through internal technology development. (...)
Excerpt related to
crm data for investment management:
Oracle is in the processing of developing their product lifecycle management capabilities. The question is whether they will
accomplish this throu...
Published:
2006-02-03
-
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 data for investment management:
... how to derive the most value from your hosted CRM investment. ...
A CRM solution is a software application that allows users to access important data, ranging
from ...
Published:
2010-03-11
-
Abstract:
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized,
reusable business definitions mapped to the different CRM system schemas throughout the organization. (...)
Excerpt related to
crm data for investment management:
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized,
reusable bus...
Published:
2002-12-25
-
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 data 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:
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 data 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
-
Abstract:
You may not have heard of master data management (MDM), but it can help an organization cut costs while strengthening its
sales and marketing efforts. Find out how MDM can help boost your company's bottom line in this latest podcast. (...)
Excerpt related to
crm data for investment management:
... A lot of companies might say, “I have a CRM system,” whatever ... you
should be able to justify master data management success and investment
in master ...
Published:
2007-10-03