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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 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
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Abstract:
Despite technological advances, users are dissatisfied with customer relationship management (CRM) systems. Ambiguous terms
do not provide the vocabulary for concrete action and measurable expectations. Thus, CRM is perceived to be about intangibles,
and is approached with a let's-hope–for-the-best men (...)
Excerpt related to
resource customer relationship management for investment management:
Despite technological advances, users are dissatisfied with customer relationship management (CRM) systems. Ambiguous terms
do not provide the voc...
Published:
2008-09-29
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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 investment management:
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:
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 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
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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 investment management:
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:
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 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
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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
resource customer relationship management 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
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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
resource customer relationship management 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
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Abstract:
Globalization, technology stabilization, inventory visibility, and traceability are forcing organizations to reevaluate supplier
relationship management systems. The benefits of a customer relationship management system that can be applied to a supply
chain can streamline operations and increase bottom l (...)
Excerpt related to
resource customer relationship management for investment management:
Globalization, technology stabilization, inventory visibility, and traceability are forcing organizations to reevaluate supplier
relationship mana...
Published:
2007-07-13
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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
resource customer relationship management for investment management:
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:
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
resource customer relationship management for investment management:
Properly implemented supplier relationship management solutions can help companies overcome some of today's business challenges
by allowing them t...
Published:
2007-01-19
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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
resource customer relationship management 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
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Abstract:
Most companies want to use customer relationship management (CRM) applications to “supercharge” their sales forces. They
want to gain some advantage with customer retention and acquisition, to manage the sales pipeline, and to have better market
insight. But few companies realize these goals, often b (...)
Excerpt related to
resource customer relationship management for investment management:
CRM, ERP, BI, and IT Investment—Where Do You Find the ... White Paper Description: Most
companies want to use customer relationship management (CRM) applications
...
Published:
2010-03-11
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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 investment management:
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:
Deltek recognizes that most organizations run their enterprises by using a sort of closed-loop, corrective action process.
However, most product-based businesses still need solutions to replace manual workarounds, and Deltek has embarked on a mission
to garner a one-stop-shopping portfolio. (...)
Excerpt related to
resource customer relationship management for investment management:
Deltek recognizes that most organizations run their enterprises by using a sort of closed-loop, corrective action process.
However, most product-b...
Published:
2006-07-12
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Abstract:
Building customer relationships requires six key elements to be in place and working together to maximize your customer relationship
management (CRM) investment. Because these strategies are synergistic, one missing piece can have an impact on the effectiveness
of the other parts. Find out about the six (...)
Excerpt related to
resource customer relationship management for investment management:
... customer relationships requires six key elements to be in place and working together
to maximize your customer relationship management (CRM) investment.
...
Published:
2010-03-11
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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
resource customer relationship management for investment management:
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
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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 investment management:
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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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 investment management:
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:
The quintessential business challenge is to minimize downtime on assets while minimizing the cost of spare and replacement
parts inventory. To meet these challenges, heavy investments have been made in extensive spare ad replacement parts networks. (...)
Excerpt related to
resource customer relationship management for investment management:
The quintessential business challenge is to minimize downtime on assets while minimizing the cost of spare and replacement
parts inventory. To mee...
Published:
2005-07-30
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