-
Abstract:
Customer relationship management (CRM) functionality can fall into four categories: core functionality; non-core functionality;
vertical, industry-specific features; and accounting-related features. When evaluating and selecting a CRM solution, enterprises
must be aware of the potential issues associated (...)
Excerpt related to
evaluating customer relationship management for financial services:
Customer relationship management (CRM) functionality can fall into four categories: core functionality; non-core functionality;
vertical, industry...
Published:
2005-12-05
-
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
evaluating customer relationship management for financial services:
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:
Third-party logistic (3PL) providers are under pressure to keep costs low, expand services and capitalize on evolving supply
chain management technology. As customers are becoming more discerning, 3PLs can leverage service oriented architecture to
meet customer needs. (...)
Excerpt related to
evaluating customer relationship management for financial services:
Third-party logistic (3PL) providers are under pressure to keep costs low, expand services and capitalize on evolving supply
chain management tech...
Published:
2005-10-03
-
Abstract:
Choosing the right professional services automation (PSA) solution may be one of the most important decisions a billable
services organization will ever have to make. It’s a decision that can clearly impact your company’s bottom line, so it’s
crucial that you get all the facts—up front. When talk (...)
Excerpt related to
evaluating customer relationship management for financial services:
Evaluating and Selecting a Complete PSA Solution for Billable Services Organizations. Source:
QuickArrow. Document Type: White Paper ...
Published:
2010-03-11
-
Abstract:
No company today can afford to ignore the value of its customers' natural social networking behavior. The advantages that
these social networks can bring to a company's customer relationship management platform are powerful tools that can ultimately
improve its products. (...)
Excerpt related to
evaluating customer relationship management for financial services:
No company today can afford to ignore the value of its customers' natural social networking behavior. The advantages that
these social networks ca...
Published:
2007-05-28
-
Abstract:
Customer Relationship Management: Putting Customers at the Center of the Business.IT Reports and Other Package to Use In Your
Complex System of Customer Relationship Management. No longer are customers simply sideline participants. Organizations are
empowering them with a wealth of knowledge to engage in (...)
Excerpt related to
evaluating customer relationship management for financial services:
Customer Relationship Management: Putting Customers at the Center of the Business.IT Reports and Other Package to Use In Your
Complex System of Cus...
Published:
2010-03-11
-
Abstract:
Since the late nineties, enterprise resource planning (ERP) vendors have developed functionality for vertical markets in
the service industry. Simultaneously, professional services automation (PSA) became a viable software category. Consequently,
deciphering the difference between ERP and PSA remains a c (...)
Excerpt related to
evaluating customer relationship management for financial services:
Since the late nineties, enterprise resource planning (ERP) vendors have developed functionality for vertical markets in the
service industry. Sim...
Published:
2006-04-13
-
Abstract:
Your Challenge: Get Decision Makers' Approval for Deploying Customer Relationship Management Effectively: Beyond Implementation.Specific,
Measurable, Achievable, Relevant and Time-Bound. A customer relationship management (CRM) solution is now a standard business
requirement. With origins as a system for (...)
Excerpt related to
evaluating customer relationship management for financial services:
Your Challenge: Get Decision Makers' Approval for Deploying Customer Relationship Management Effectively: Beyond Implementation.Specific,
Measurabl...
Published:
2010-03-11
-
Abstract:
Your Challenge: Get Decision Makers' Approval for Rules of the Road for CRM. Specific, Measurable, Achievable, Relevant and
Time-Bound. Customer relationship management (CRM) is more than a product—it’s a philosophy. That’s why, when it comes
to CRM systems, it’s important to understand all th (...)
Excerpt related to
evaluating customer relationship management for financial services:
Your Challenge: Get Decision Makers' Approval for Rules of the Road for CRM. Specific, Measurable, Achievable, Relevant
and Time-Bound. Customer re...
Published:
2010-03-11
-
Abstract:
On April 20, Infinium Software, a provider of Web-based enterprise solutions and services, announced that it introduced many
significant new offerings at Infinium World 2000, held at the MGM Grand Resort in Las Vegas. (...)
Excerpt related to
evaluating customer relationship management for financial services:
On April 20, Infinium Software, a provider of Web-based enterprise solutions and services, announced that it introduced many
significant new offer...
Published:
2000-05-10
-
Abstract:
Applications are more often outsourced than infrastructure, and this is increasingly done through software as a service (SaaS).
Vendors such as WebEx, Webcom, MCA Solutions, and Ariba are delivering applications as SaaS. (...)
Excerpt related to
evaluating customer relationship management for financial services:
Applications are more often outsourced than infrastructure, and this is increasingly done through software as a service (SaaS).
Vendors such as We...
Published:
2006-03-17
-
Abstract:
Enterprise resource planning (ERP) vendors have extended their functionality to service vertical markets in the service industry.
As a result, ERP for services has emerged as a viable software category competing with the best-of-breed vendors serving professional
services sector industries. (...)
Excerpt related to
evaluating customer relationship management for financial services:
Enterprise resource planning (ERP) vendors have extended their functionality to service vertical markets in the service industry.
As a result, ERP...
Published:
2007-04-09
-
Abstract:
Pure-play enterprise incentive management (EIM) vendors who have focused on providing the capability to manage highly complex
compensation systems will be well positioned to take advantage of the major growth projected in the EIM market. (...)
Excerpt related to
evaluating customer relationship management for financial services:
... while the nature of the insurerbroker relationship will likely ...
to raise the value of customer interactions. ... way for effective compensation plan management
in a ...
Published:
2006-12-01
-
Abstract:
Epicor’s ability to enhance its products and its determination on executing product and technology strategies deserves commendation.
Current users are advised to follow Epicor's new product introductions and keep an eye on its future product strategy. The
positive sign is the company’s more manageabl (...)
Excerpt related to
evaluating customer relationship management for financial services:
... to Microsoft-inclined customers evaluating CRM options ... marketing
automation, and customer service activities ... personalization and relationship
optimization, might ...
Published:
2002-06-12
-
Abstract:
Fiscal 2001 will prove to be very challenging for Epicor Software and we believe the next 18 months will be the company's
make-or-break period. This part examines how successful Epicor has been in completing its evolution from a vendor of financial
accounting software to a provider of holistic business p (...)
Excerpt related to
evaluating customer relationship management for financial services:
Fiscal 2001 will prove to be very challenging for Epicor Software and we believe the next 18 months will be the company's
make-or-break period. Th...
Published:
2001-04-02
-
Abstract:
Click Commerce, a provider of partner relationship management (PRM) software for the Global 2000 companies, announced it
reached an agreement in principle to acquire Allegis Corporation. However, despite a good fit at first glance and improved
cross-selling opportunity, some challenges and product gaps a (...)
Excerpt related to
evaluating customer relationship management for financial services:
Click Commerce, a provider of partner relationship management (PRM) software for the Global 2000 companies, announced it reached
an agreement in p...
Published:
2003-05-05
-
Abstract:
Properly implemented supplier relationship management solutions can help companies overcome some of today's business challenges
by allowing them to restructure their supply chains, align business processes, define and establish company-supplier relationships,
and integrate information systems to share in (...)
Excerpt related to
evaluating customer relationship management for financial services:
Properly implemented supplier relationship management solutions can help companies overcome some of today's business challenges
by allowing them t...
Published:
2007-01-19
-
Abstract:
Within its marketing and proposal automation product, Deltek espouses an emerging CRM derivative known as client relationship
management, which should help firms track client relationships in a more sophisticated manner than through methods such as
referral or word-of-mouth, which were appropriate during (...)
Excerpt related to
evaluating customer relationship management for financial services:
Within its marketing and proposal automation product, Deltek espouses an emerging CRM derivative known as client relationship
management, which sh...
Published:
2004-01-12
-
Abstract:
Pure-play enterprise incentive management (EIM) vendors who have focused on providing the capability to manage highly complex
compensation systems will be well positioned to take advantage of the major growth projected in the EIM market. (...)
Excerpt related to
evaluating customer relationship management for financial services:
... while the nature of the insurerbroker relationship will likely ...
to raise the value of customer interactions. ... way for effective compensation plan management
in a ...
Published:
2006-12-01
-
Abstract:
Following the market trends, Infinium has recently made an energetic push into a number of prospective areas such as: Web-enablement
and self-service product capabilities, business intelligence, CRM, and application hosting (ASP) services. Infinium has only
very recently announced its strategic partnersh (...)
Excerpt related to
evaluating customer relationship management for financial services:
Following the market trends, Infinium has recently made an energetic push into a number of prospective areas such as: Web-enablement
and self-serv...
Published:
2000-07-05
Documents
»evaluating customer relationship management for financial services