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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
resource 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
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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
resource 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
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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
resource 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
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Abstract:
Mid-sized companies have the agility of small businesses, and are resource-rich enough to handle CRM implementation. However,
without comprehensive planning, attainable objectives, metrics, and check points mid-sized companies will not realize success
and full potential from their CRM system. (...)
Excerpt related to
resource customer relationship management for financial services:
Mid-sized companies have the agility of small businesses, and are resource-rich enough to handle CRM implementation. However,
without comprehensiv...
Published:
2005-02-14
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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
resource 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
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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
resource 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
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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
resource 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
-
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
resource 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:
The business ecosystem has shifted focus from corporation to customer, and the location of value has changed with it. Where
value had historically been located in products and services, it is now located in the value produced by the customer. (...)
Excerpt related to
resource customer relationship management for financial services:
The business ecosystem has shifted focus from corporation to customer, and the location of value has changed with it. Where
value had historically...
Published:
2006-09-21
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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
resource 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
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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
resource 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:
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
resource 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
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Abstract:
Strategic Systems International (SSI) needs no special introduction to British process industries (such as consumer products
manufacturers and whisky distillers), but it largely remains a well-kept secret elsewhere. (...)
Excerpt related to
resource customer relationship management for financial services:
Strategic Systems International (SSI) needs no special introduction to British process industries (such as consumer products
manufacturers and whi...
Published:
2006-07-24
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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
resource 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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Abstract:
Siperian's master data management and customer data integration (CDI) solutions allow organizations to consolidate, manage,
and customize customer-related data. The type of CDI hub implemented depends on the CDI environment's maturity, requirements,
and alignment with an organization's internal processes (...)
Excerpt related to
resource customer relationship management for financial services:
Siperian's master data management and customer data integration (CDI) solutions allow organizations to consolidate, manage,
and customize customer...
Published:
2007-03-23
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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
resource 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
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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
resource customer relationship management for financial services:
... Software for Advertising and Marketing Services. Source: Technology Evaluation Centers.
Document Type: TEC Report Description: Enterprise resource planning (ERP ...
Published:
2011-08-02
-
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
resource 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
-
Excerpt related to
resource customer relationship management for financial services:
... well as front-office customer relationship management
(CRM) applications ... sales, marketing and customer service and ... integrated
enterprise resource planning (ERP ...
Published:
2008-01-24
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Abstract:
Deltek uses a wealth of standalone and bundled modules to target various markets, including professional services firms both
domestically and internationally, as well as the full range of federal contractors and project-focused enterprises. (...)
Excerpt related to
resource customer relationship management for financial services:
Deltek uses a wealth of standalone and bundled modules to target various markets, including professional services firms both
domestically and inte...
Published:
2006-07-13
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