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Abstract:
Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance
companies. Firms in this industry have been forced to expand and reorganize their offerings around the customer rather than
around products. This makes a perfect case for (...)
Excerpt related to
sales force automation for financial services:
Last year’s deregulation of the financial services industry changed the competitive pressures on banks, brokerages, and insurance
companies. Firm...
Published:
2000-11-02
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Abstract:
Oracle will not rest until it comes close (or even overtakes) Siebel in the CRM market. Its latest gimmick from its bag of
tricks was the recent launch of the OracleSalesOnline.com system, which allows businesses to use Oracle's SFA software for
free. However, any additional CRM components users might ne (...)
Excerpt related to
sales force automation for financial services:
Oracle will not rest until it comes close (or even overtakes) Siebel in the CRM market. Its latest gimmick from its bag of
tricks was the recent l...
Published:
2000-10-06
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Abstract:
Two recent moves by Lawson Software have stunned the market: 1) it discontinued its in-house CRM development in favor for
partnering with Siebel Systems, and 2) it announced the intention to deliver its product also via 3rd-party Application Service
Providers (ASPs). We express our views in this regard. (...)
Excerpt related to
sales force automation for financial services:
Two recent moves by Lawson Software have stunned the market: 1) it discontinued its in-house CRM development in favor for
partnering with Siebel S...
Published:
2000-05-18
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Abstract:
Unica's possibly unique set of broad and astute functional footprint and geographic coverage, easily-deployable product with
proven quick payback may prove the fact that the marketing automation point providers with a differentiating value proposition
and with immaculate execution may prevail the onslaug (...)
Excerpt related to
sales force automation for financial services:
Unica's possibly unique set of broad and astute functional footprint and geographic coverage, easily-deployable product
with proven quick payback ...
Published:
2003-06-28
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Abstract:
Take a tip from the professionals about sales force automation.You'll wonder how you ever managed without it.Free download!
No matter how effective your sales staff is, there’s always room to boost efficiency and increase sales. But how you go about
doing so may be a point of contention. Sales force aut (...)
Excerpt related to
sales force automation for financial services:
Take a tip from the professionals about sales force automation.You'll wonder how you ever managed without it.Free download!
No matter how effective...
Published:
2010-03-11
-
Abstract:
Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc.
developers of Surado CRM Solutions. Surado positions itself high in many functional areas, against many mid-market software
vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, (...)
Excerpt related to
sales force automation for financial services:
Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc.
developers of Surado C...
Published:
2003-10-16
-
Abstract:
Promoting band image, improving overall business performance, and keeping customers happy is a main concern of many businesses.
This paper demonstrates how the Extended Enterprise platform can help specific verticals to promote and sell their products
to external audiences. Know the value of the Extended (...)
Excerpt related to
sales force automation for financial services:
... Business-to-Business Web Sales, E-procurement ... Business Process
Automation, Business Process ... government, manufacturing, financial services,
extended enterprise ...
Published:
2011-03-01
-
Abstract:
Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc.
developers of Surado CRM Solutions. Surado positions itself high in many functional areas, against many mid-market software
vendors such as SalesLogix, Epicor, Microsoft CRM, Kana, (...)
Excerpt related to
sales force automation for financial services:
Our quest for quality and well-priced mid-market CRM software solutions, takes us this week to review Surado Solutions Inc.
developers of Surado C...
Published:
2003-10-16
-
Abstract:
Not Small Change: World-class Financial Automation Delivers Dramatic Benefits. Find Free Proposal and Other Solutions to Define
Your Implementation In Relation To World-class Financial Automation and Value Chain. Automating finance processes—such
as closing the books, reporting, and other labor-inte (...)
Excerpt related to
sales force automation for financial services:
Not Small Change: World-class Financial Automation Delivers Dramatic Benefits. Find Free Proposal and Other Solutions to Define
Your Implementation...
Published:
2010-03-11
-
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
sales force automation 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:
What started out as a set of applications to better manage customers' projects, astutely allocate staff and monitor their
utilization rates has become an important foundation for coordinating a full range of business activities amongst increasingly
virtual teams both within and outside the four-walls. (...)
Excerpt related to
sales force automation for financial services:
What started out as a set of applications to better manage customers' projects, astutely allocate staff and monitor their
utilization rates has be...
Published:
2003-12-27
-
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
sales force automation 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:
A company with a global presence can easily face “double trouble” with regard to financial reporting. Each division needs
to keep books, pay employees, manage accounts, and pay taxes in the currency of its region. But all accounts must be consolidated,
which involves processes that can cause inaccura (...)
Excerpt related to
sales force automation for financial services:
Solving Sales and Finance in the Multicompany Enterprise. ... company with a global presence
can easily face “double trouble” with regard to financial reporting ...
Published:
2010-03-11
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Abstract:
Founded in 1990, RTI Software is an Illinois CRM application provider with a feature- rich Enterprise solution targeting
the software and hardware industry and expanding to other industries with similar requirements in service, helpdesk, sales
and marketing. Recently TEC interviewed Michel P.Mallen, RTI (...)
Excerpt related to
sales force automation for financial services:
Founded in 1990, RTI Software is an Illinois CRM application provider with a feature- rich Enterprise solution targeting the
software and hardware...
Published:
2003-08-15
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Abstract:
Jamcracker, an ASP providing business services for HR management, expense management and sales force automation solutions
has announced a new program to increase sales. Jamcracker’s Channel Program offers sales and implementation training to its
new channel partners. (...)
Excerpt related to
sales force automation for financial services:
Jamcracker, an ASP providing business services for HR management, expense management and sales force automation solutions
has announced a new prog...
Published:
2000-08-09
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Abstract:
Security Benefit is a financial services company based in Topeka, Kansas (US). The company’s outside sales team operates
from remote locations nationwide. For years, the company used an internally developed contact management system to support
its remote sales force. But, field sales staff couldn’t s (...)
Excerpt related to
sales force automation for financial services:
... Type: Case Study Description: Security Benefit is a financial services
company based in Topeka, Kansas (US). The company’s outside sales team operates from ...
Published:
2010-03-11
-
Abstract:
The latest acquisitions of SSA Global indicate a new phase in the vendor's acquisition strategy and development cycle, and
are furthering its goal to be number three (after SAP and Oracle) in the world of enterprise resource planning vendors. (...)
Excerpt related to
sales force automation for financial services:
The latest acquisitions of SSA Global indicate a new phase in the vendor's acquisition strategy and development cycle,
and are furthering its goal...
Published:
2006-04-26
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Abstract:
Many consultants, vendors, and analysts today define CRM in terms of being a customer-centric business strategy that is enabled
by a set of applications that support customer-facing functions and management decision making. That may capture the essence
of what CRM is, but it does not begin to capture why (...)
Excerpt related to
sales force automation for financial services:
Many consultants, vendors, and analysts today define CRM in terms of being a customer-centric business strategy that is enabled
by a set of applic...
Published:
2004-11-08
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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
sales force automation 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:
Lawson, contrary to many other players, seems to be compensating its narrow foothold with a strong vertical dimension. Lawson
will continue to concentrate its internal sales efforts on its traditional vertical markets and to additionally rely on partners
to address and develop for particular industry nee (...)
Excerpt related to
sales force automation for financial services:
Lawson, contrary to many other players, seems to be compensating its narrow foothold with a strong vertical dimension. Lawson
will continue to con...
Published:
2003-11-10