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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
evaluation of customer relationship management for financial services:
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:
What makes a strong supplier/customer relationship? The bottom line is trust. However, trust needs to be earned through a
series of conversations and commitments that have been met. (...)
Excerpt related to
evaluation of customer relationship management for financial services:
What makes a strong supplier/customer relationship? The bottom line is trust. However, trust needs to be earned through a
series of conversations ...
Published:
2001-01-17
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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
evaluation of 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
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Abstract:
The best CRM choice for Global Refund. Read TEC's whitepaper here! Swiss financial services company Global Refund needed to
replace its antiquated customer relationship management (CRM) system. To find a mobile-enabled, user-friendly solution that
could handle the company’s 15 million yearly transaction (...)
Excerpt related to
evaluation of customer relationship management for financial services:
... Technology Evaluation Centers. Description: Swiss financial services
company Global Refund needed to replace its antiquated customer relationship management
(CRM ...
Published:
2010-03-11
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Abstract:
The best CRM choice for Global Refund. Read TEC's whitepaper here! Swiss financial services company Global Refund needed to
replace its antiquated customer relationship management (CRM) system. To find a mobile-enabled, user-friendly solution that
could handle the company’s 15 million yearly transaction (...)
Excerpt related to
evaluation of customer relationship management for financial services:
... Source: Technology Evaluation Centers. Document ... Description: Swiss
financial services company Global ... its antiquated customer
relationship management (CRM) system ...
Published:
2010-03-11
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Abstract:
For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer
service and support. To eliminate any chance of bias and to ensure a level playing field, all the criteria that make up these
three modules in our CRM Evaluation Center were given (...)
Excerpt related to
evaluation of customer relationship management for financial services:
For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer
service and support....
Published:
2008-09-29
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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
evaluation of 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
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Abstract:
This report aims to establish the areas of product functionality required by service industries such as advertising agencies
and identify a strategy vendors might take to improve the fit of their solutions to this market. Enterprise resource planning
(ERP) systems that address the needs of service industr (...)
Excerpt related to
evaluation of customer relationship management for financial services:
Market Landscape Report: Enterprise Software for Advertising and Marketing Services. Source: Technology Evaluation
Centers. Document Type: TEC Report Description ...
Published:
2011-08-02
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Abstract:
To make your search easier, you can quickly and easily compare CRM software for financial services using TEC's patented software
decision support s... (...)
Excerpt related to
evaluation of customer relationship management for financial services:
... been to beef up customer relationship management (CRM)
processes. ... compare CRM software for financial services using TEC's
... visit TEC's CRM Evaluation Center and ...
Published:
2010-03-11
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Excerpt related to
evaluation of customer relationship management for financial services:
... Also, the customer relationship management (CRM) system
that focuses on ... entry in TEC’s I&CM Evaluation Center is ... and
landed the first Fortune 100 customer. ...
Published:
2008-08-11
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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
evaluation of customer relationship management for financial services:
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
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Excerpt related to
evaluation of customer relationship management for financial services:
... comes to business software and customer relationship management
(CRM) software ... E-banking, customer portals, and mobile ... 2011 by
Technology Evaluation Centers, Inc ...
Published:
2009-10-08
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Abstract:
Developing the competitive edge involves information gathering and communicating. Using a continuous feedback loop that incorporates
sales, service, and customer satisfaction, will help you realize the benefits of a CRM system. (...)
Excerpt related to
evaluation of customer relationship management for financial services:
Developing the competitive edge involves information gathering and communicating. Using a continuous feedback loop that incorporates
sales, servic...
Published:
2005-02-16
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Abstract:
Social networking has collided with customer relationship management, and it's turning the relationship between businesses
and their customers upside down. Today, businesses are using social networking sites like Facebook and MySpace or, as is the
case with Procter & Gamble, developing their own social n (...)
Excerpt related to
evaluation of customer relationship management for financial services:
Social networking has collided with customer relationship management, and it's turning the relationship between businesses
and their customers ups...
Published:
2007-10-24
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Excerpt related to
evaluation of customer relationship management for financial services:
... Pega’s BPM and customer relationship management (CRM)
customers gladly talk ... reputation and a reference customer base ...
2011 by Technology Evaluation Centers, Inc ...
Published:
2009-09-03
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Excerpt related to
evaluation of customer relationship management for financial services:
... Pega is also regarded as a customer relationship management
(CRM) provider ... be a Salesforce.com on-demand CRM customer. ... 2011
by Technology Evaluation Centers, Inc ...
Published:
2009-06-19
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Abstract:
This complete rating detail report covers the vendor or provider's responses to TEC's comprehensive research model. The report
answers your concerns about how your chosen vendors will support your requirements. (...)
Excerpt related to
evaluation of customer relationship management for financial services:
... of multiple parts; Provide real-time financial summary report. Campaign Reporting ,
Customer Relationship Management (CRM) Software Evaluation
Report. ...
Published:
-
Excerpt related to
evaluation of customer relationship management for financial services:
... as well as front-office customer relationship management
(CRM) applications for ... to expand its customer base, global ... 2011
by Technology Evaluation Centers, Inc. ...
Published:
2008-01-24
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Excerpt related to
evaluation of customer relationship management for financial services:
... Maximizer Software delivers customer relationship management
(CRM) solutions ... Marketing Automation; Customer Service and ... by Technology
Evaluation Centers, Inc. ...
Published:
2012-03-02
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Abstract:
This is an example, using Relevant Business Systems, of how you can use the TEC ERP Evaluation Center's WebTESS tool to locate
vendors that consider your company their ideal candidate. (...)
Excerpt related to
evaluation of customer relationship management for financial services:
This is an example, using Relevant Business Systems, of how you can use the TEC ERP Evaluation Center's WebTESS tool to
locate vendors that consid...
Published:
2002-09-07
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