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 crm software and services


5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections
Selecting a new enterprise customer relationship management (CRM) solution is an undertaking that requires careful planning and managed execution. And in fact

crm software and services  step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections 5-step CRM Software Selection Guide: A Pragmatist’s Guide to CRM Software Selections If you receive errors when attempting to view this white paper, please install the latest version of Adobe Reader. Aplicor delivers Web-based CRM , ERP and accounting software to global midmarket and enterprise organizations. Unique strengths include an intuitive user interface to promote a positive user experience, Source :

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CRM for Financial and Insurance Markets

Customer relationship management (CRM) focuses on the retention of customers by collecting data from all customer interactions with a company from all access points (by phone, mail, or Web, or in the field). The company can then use this data for specific business purposes by taking a customer-centric rather than a product-centric approach. CRM applications are front-end tools designed to facilitate the capture, consolidation, analysis, and enterprise-wide dissemination of data from existing and potential customers. This process occurs throughout the marketing, sales, and service stages, with the objective of better understanding one’s customers and anticipating their interest in an enterprise’s products or services.  

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Documents related to » crm software and services

Professional Services Are Catching-up With CRM


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 model with limited need for customization. Interface Software, which is focused on the professional services market, is an example.

crm software and services  to the more traditional CRM applications, it does not offer as much functionality; nevertheless Interface Software is capitalizing on the fact that Professionals are less inclined to embrace convoluted technologies and therefore provides functions as they are needed. Interface Software is also keen in developing Internationalization to be able to penetrate a broader international market. Read More

Interface Software Expands Its CRM Functionality


Interface Software, a provider of relationship intelligence to professional services firms, introduces InterAction 5 with three additional modules aimed at facilitating collaborative work in both legal- and project-based environments. InterAction 5 reinforces Interface Software's customer relationship management offering in response to its customer requirements and work processes. Interface Software targets particularly accountants, financial services, law firms, and management consultants.

crm software and services  year, TEC reviewed InterAction CRM software from Interface Software for its data quality features , which play an important role in customer retention. While our previous review indicated a lack of new CRM features, Interface Software is now striking back with additional modules to meet specific professional service automation (PSA) vertical needs. InterAction 5 was developed to provide additional functionality to further enhance collaborative project engagement that links project stake holders to the Read More

Top Software for Financial Services Companies


For your own customized comparison reports, select a category below:ERP for Financial Services. Accounting Software Systems.

crm software and services  Services Accounting Software Systems CRM for Financial Services Human Resource Management Systems Business Intelligence Systems Save time and energy comparing enterprise software solutions for financial services. Get your free, detailed comparison reports today! Sponsored by Technology Evaluation Centers (TEC). For assistance, please contact customer service. Hours: 8:00 AM to 5:30 PM EST. Phone: 514-954-3665, ext. 367. Read More

CRM Vendors Cash In On The Financial Services Industry


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 CRM, and leading vendors are enhancing their offerings to take advantage of the opportunities. Find out how Siebel, E.piphany, and Broadbase are staking their claim.

crm software and services  product. Janna has developed CRM software for the financial services industry since its inception in 1990. Janna's strengths are in contact management and web-based self-service. Siebel's eFinance product currently provides strong call center and lead management functionality and the addition of Janna's web-based self-service in particular will broaden Siebel's operational CRM offerings for financial organizations. In a recent press release Siebel indicated that Janna technology would be a fully Read More

Enterprise CRM Platform (ECP)


ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution.  

crm software and services  CRM Platform (ECP) ECP is a platform of role-specific CRM productivity tools for insurance and financial service professionals, providing complete product line capabilities in a comprehensive, industry-specific solution. Read More

Scribe Software


Scribe Software Corporation provides CRM data migration and integration software solutions that put CRM to work for its customers. Scribe's products make it possible for companies to sell more and provide better customer service by creating one complete view of the customer in CRM.  Scribe Software is a privately held corporation headquartered in Bedford, New Hampshire and was founded in 1996.

crm software and services  Scribe Software Corporation provides CRM data migration and integration software solutions that put CRM to work for its customers. Scribe's products make it possible for companies to sell more and provide better customer service by creating one complete view of the customer in CRM.  Scribe Software is a privately held corporation headquartered in Bedford, New Hampshire and was founded in 1996. Read More

HR Software


PDG Group Model 839

crm software and services  Software PDG Group Model 839 Read More

Oncontact Software


Perhaps we should update the IT Showcase too.   http://www.oncontact.com/ http://www.technologyevaluation.com/research/company/Oncontact-Software.html   Leave OnContact, but add in the description, by WorkWise. Perhaps we can link them somehow in Kentico. Both entities exist.     Thanks, Oncontact Software develops CRM software for mid-market companies. Client Management Software (CMS), Oncontact Software's CRM solution for automating the sales, marketing, and service areas of an organization, can be run in a Windows or web environment. ClientNet and PartnerNet are Oncontact Software's audience-specific web portals that enable a company to share information with all business channels. Oncontact Software is a privately held company with a presence throughout North America, South America, Europe, Asia-Pacific, and the Middle East. Oncontact Software's products are available through its corporate headquarters in Wisconsin (US), along with an international alliance of value-added resellers, system integrators, and distributors. Oncontact Software has over 300 customers worldwide, including Prudential, Foremost Insurance, and Carfax.

crm software and services  Software Oncontact Software develops CRM software for mid-market companies. Client Management Software (CMS), Oncontact Software's CRM solution for automating the sales, marketing, and service areas of an organization, can be run in a Windows or web environment. ClientNet and PartnerNet are Oncontact Software's audience-specific web portals that enable a company to share information with all business channels. Oncontact Software is a privately held company with a presence throughout North America, South Read More

Software Development


DataArt's software expertise spans a range of programming languages, databases, and networking systems on Windows and Unix platforms. The company has experience with C, C++, ASP, .NET (C#, ASP.NET, VB.NET), DHTML, VB, Perl/PHP, MS SQL, MySQL, Oracle, COM+, XML/XSL, OC4J, Java, and J2EE. Its application expertise includes Internet/intranet data and knowledge management, e-business, content management, project management, and B2C portal technologies.    

crm software and services  Development DataArt's software expertise spans a range of programming languages, databases, and networking systems on Windows and Unix platforms. The company has experience with C, C++, ASP, .NET (C#, ASP.NET, VB.NET), DHTML, VB, Perl/PHP, MS SQL, MySQL, Oracle, COM+, XML/XSL, OC4J, Java, and J2EE. Its application expertise includes Internet/intranet data and knowledge management, e-business, content management, project management, and B2C portal technologies. Read More

Distribution in a Challenging Economy: Online (Software as a Service) versus Traditional Software


When considering major purchases, most people ask, “Why rent when you can buy?” But with IT systems, the reverse may be true. Software as a service (SaaS) offers many advantages over traditional software, especially in terms of the on-going costs of maintaining and upgrading systems. Learn how passing those burdens on to a SaaS vendor can help your company focus on optimizing efficiency, productivity, and profitability.

crm software and services  in a Challenging Economy: Online (Software as a Service) versus Traditional Software When considering major purchases, most people ask, “Why rent when you can buy?” But with IT systems, the reverse may be true. Software as a service (SaaS) offers many advantages over traditional software, especially in terms of the on-going costs of maintaining and upgrading systems. Learn how passing those burdens on to a SaaS vendor can help your company focus on optimizing efficiency, productivity, and Read More

On-premise to On-demand: The Software as a Service Opportunity for Independent Software Vendors


Predictions of the death of software are overstated. In reality, businesses are becoming more reliant on technology, not less. What’s changing, however, is the number of options available for managing, delivering, and paying for software applications. Many independent software vendors recognize the benefits of offering software as a service--a delivery alternative that can present long-term benefits for all parties.

crm software and services  premise to On-demand: The Software as a Service Opportunity for Independent Software Vendors Predictions of the death of software are overstated. In reality, businesses are becoming more reliant on technology, not less. What’s changing, however, is the number of options available for managing, delivering, and paying for software applications. Many independent software vendors recognize the benefits of offering software as a service--a delivery alternative that can present long-term benefits for all Read More

Moxie Software


Moxie Software is a customer-centric enterprise social software company that enables companies to connect employees, customers, and partners to engage in business, share knowledge, and collaborate. Moxie Insight, Moxie's thought leadership division, provides research in enterprise technology, talent development, and collaborative innovation.

crm software and services  Software Moxie Software is a customer-centric enterprise social software company that enables companies to connect employees, customers, and partners to engage in business, share knowledge, and collaborate. Moxie Insight, Moxie's thought leadership division, provides research in enterprise technology, talent development, and collaborative innovation. Read More

S7 Software


There are currently no details available for this vendor. However, we are working to update this vendor’s information in our database as soon as possible. Please check back again.

crm software and services  Software Read More

CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture


To maximize the return on investment of a customer relationship management system, a new CRM best practices model should be used. A point-based system, self-assessment model that emphasizes senior management leadership and the need to create a culture consistent with CRM can lead to a deployment strategy that is correlated with success. An interactive version of this assessment is included with this article.

crm software and services  with Senior Management and CRM Culture CRM, Success, and Best Practices: A Wake Up Call Part Two: Modeling Success with Senior Management and CRM Culture Featured Author - Glen S. Petersen - October 22, 2004 Review In the previous article of this series (see Searching And Establishing The Business Parameters Of CRM ) it was established that customer relationship management (CRM) is an industry where the technology has outpaced the sophistication of the user community to properly utilize the tools; Read More