-
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
help on 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:
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
help on customer relationship management for financial services:
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:
Business process management (BPM) allows financial services companies to manage internal processes and to increase efficiency
and accuracy. Organizations, especially those that deal with Sarbanes-Oxley, should focus on BPM to ensure compliance and
to minimize error and risk. (...)
Excerpt related to
help on customer relationship management for financial services:
Business process management (BPM) allows financial services companies to manage internal processes and to increase efficiency
and accuracy. Organi...
Published:
2006-01-03
-
Abstract:
The CRM market is shifting. Instead of looking for an all-purpose and horizontal oriented CRM application, customers are
seeking a more specialized and industry specific tool. From the larger organization to the smallest customers, CRM buyers
are expecting their applications to follow their business mode (...)
Excerpt related to
help on customer relationship management for financial services:
The CRM market is shifting. Instead of looking for an all-purpose and horizontal oriented CRM application, customers are seeking
a more specialize...
Published:
2003-05-28
-
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
help on 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:
CRM system can increase your profits and build customer loyalty by streamlining your processes and provide better quality
products and services. However, you first must be prepared to overcome lack of requirements, combat scope creep, and compensate
for lack of skills. (...)
Excerpt related to
help on customer relationship management for financial services:
CRM system can increase your profits and build customer loyalty by streamlining your processes and provide better quality
products and services. H...
Published:
2005-02-15
-
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
help on 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
-
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
help on 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
help on 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:
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
help on 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
-
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
help on customer relationship management for financial services:
Market Landscape Report: Enterprise Software for Advertising and Marketing Services. Source: Technology Evaluation
Centers. Document ...
Published:
2011-08-02
-
Abstract:
The CRM market is shifting. Instead of looking for an all-purpose and horizontal oriented CRM application, customers are
seeking a more specialized and industry specific tool. From the larger organization to the smallest customers, CRM buyers
are expecting their applications to follow their business mode (...)
Excerpt related to
help on customer relationship management for financial services:
The CRM market is shifting. Instead of looking for an all-purpose and horizontal oriented CRM application, customers are seeking
a more specialize...
Published:
2003-05-28
-
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
help on customer relationship management for financial services:
... while the nature of the insurerbroker relationship will likely ...
a banking EIM package must help manage incentive ... them to raise the value of customer
interactions ...
Published:
2006-12-01
-
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
help on 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:
The new millennium has completely redrawn the IT industry map especially in the enterprise marketing management (EMM) sector.
The number of independent marketing automation vendors has significantly shrunk. Names such as Xchange, MarketFirst, Annuncio,
and Prime Response no longer exist. Amongst the few (...)
Excerpt related to
help on customer relationship management for financial services:
The new millennium has completely redrawn the IT industry map especially in the enterprise marketing management (EMM) sector.
The number of indepe...
Published:
2004-05-06
-
Abstract:
The imperative to respond to constantly-evolving customer requirements more efficiently is driving retailers to look at applications
giants to provide standardized software that provides flexible, integrated demand intelligence. (...)
Excerpt related to
help on customer relationship management for financial services:
The imperative to respond to constantly-evolving customer requirements more efficiently is driving retailers to look at applications
giants to pro...
Published:
2006-05-04
-
Abstract:
The new millennium has completely redrawn the IT industry map especially in the enterprise marketing management (EMM) sector.
The number of independent marketing automation vendors has significantly shrunk. Names such as Xchange, MarketFirst, Annuncio,
and Prime Response no longer exist. Amongst the few (...)
Excerpt related to
help on customer relationship management for financial services:
The new millennium has completely redrawn the IT industry map especially in the enterprise marketing management (EMM) sector.
The number of indepe...
Published:
2004-05-06
-
Abstract:
SAS Institute has been successful, moving beyond a business intelligence. Lately, it has lately focused on sustaining its
technology leadership, expanding in some vertical markets, and becoming more attentive to the low-end market. (...)
Excerpt related to
help on customer relationship management for financial services:
SAS Institute has been successful, moving beyond a business intelligence. Lately, it has lately focused on sustaining its
technology leadership, e...
Published:
2005-08-10
-
Abstract:
CRM system can increase your profits and build customer loyalty by streamlining your processes and provide better quality
products and services. However, you first must be prepared to overcome lack of requirements, combat scope creep, and compensate
for lack of skills. (...)
Excerpt related to
help on customer relationship management for financial services:
CRM system can increase your profits and build customer loyalty by streamlining your processes and provide better quality
products and services. H...
Published:
2005-02-15
-
Abstract:
Controlling your company’s key information through data governance is more than just good practice—it can make the difference
between success and failure at meeting compliance requirements and at arming your organization with a competitive edge. (...)
Excerpt related to
help on customer relationship management for financial services:
Controlling your company’s key information through data governance is more than just good practice—it can make the difference
between success and ...
Published:
2007-12-04
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