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CRM for Financial and Insurance Markets
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&n...
 

 social crm wiki


Social Networks That Boost Your Business
Companies are beginning to accept Web 2.0 as part of their communication, information sharing, and collaborating activities. Find out why this trend is being

social crm wiki  that focuses on fostering social networking via the Web. Innovative companies are beginning to embrace Web 2.0 technology as a way to enhance communication, information sharing, and collaboration, thereby allowing them to work smarter rather than harder. The use of Web 2.0 in business represents a new trend called “Business 2.0.” Aside from being the name of a defunct magazine, Business 2.0 is about using new Web-based social networking applications (many of which were originally created for personal

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CRM for Financial and Insurance Markets RFI/RFP Template

Insurance and Investment, Marketing Automation, Sales Force Automation (SFA), CRM Analytics, Call Center and Customer Service, Professional Services Automation (PSA), e-CRM, E-Mail Respons... Get this template

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CRM for Financial and Insurance Markets
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&n...

Documents related to » social crm wiki

Reconnecting with a Tried-and-True Manufacturing ERP Vendor


What has QAD, a leading provider of enterprise applications for global manufacturing companies, been up to lately? TEC principal analyst P.J. Jakovljevic reconnects with QAD and looks at how the company has leveraged strategic channels, highly scalable solutions, and technology partnerships to address the unique requirements global manufacturers and maintain a competitive position in the global manufacturing ERP market.

social crm wiki  our recent briefing. Perhaps social tools are not that important on the shop floor? QAD: From a social networking perspective, QAD has enabled collaboration for some time around various aspects of its ERP suite. For example, QAD’s BI application allows customers to collaborate, annotate, and share data across the enterprise and through supported mobile platforms. QAD also supports social collaboration around its workflow and processes in the application for transactions such as routing a purchase Read More

BI State of the Market Report


IT departments rarely know as much about a business as the business people themselves. But business users still depend on IT to deliver answers related to the information that they receive. Learn how business intelligence (BI) 2.0—also known as collaborative BI—is helping business users create and modify their own reports, share and enrich information, and provide feedback to each other and to information producers.

social crm wiki  search engines, blogs, wikis, social networks, and the like to communicate with customers. Not just for advertising, but for concept testing, brand building, and customer service. Indeed, the Internet is expected to become a key influencer in the first two stages of the consumer decision-making process: product awareness and information gathering. By 2010, organizations can also expect to make more than 10 percent of overall sales online-double what it is now. Different Universe, Different Rules But Read More

Enterprise Applications Vendors Going Viral and Social: Another Take


It would not be far off the mark to say that social media, user-generated content (UGC), and online collaboration all hit the mainstream in 2009, at least in the realm of business-to-consumers (B2C) commerce. According to Forrester, 63 percent of online retailers will make social e-commerce a top priority in 2010, with The Limited brands leading the way. As consumers and

social crm wiki  as wikis, blogs, and social networks can capture this unstructured interaction among the rank-and-file workforce and quickly convert it into institutional knowledge. There might still be the misconception that micro-blogging (tweeting) is just to share mundane and unimportant (if not even asinine) statements.  But using this tool in the enterprise context can be really useful, according to Noel Portugal, Oracle 's Senior Technical Analyst for CRM On Demand Operations. Oracle’s OraTweet  tool helps Read More

The 2008 Handbook of Application Delivery: A Guide to Decision Making


IT organizations can no longer manage networks in isolation from the applications they support, requiring a shift from focusing on devices to a focus on performance. But a number of factors complicate the task of ensuring acceptable application performance, including the lack of visibility into application performance. Learn tips to plan, optimize, manage, and control your application performance and improve delivery.

social crm wiki  lot more than just social networking . He said that the goal of Web 2.0 is to allow for greater flexibility for presenting information to the user. The Mobile Software CEO added that Web 2.0 started with sites such as Google and MySpace and is now widely used as a way to aggregate websites together more naturally. A key component of Web 2.0 is that the content is very dynamic and alive and that as a result people keep coming back to the website. The concept of an application that is itself the result Read More

Oncontact CRM


Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits.  

social crm wiki  CRM Oncontact Software develops .NET CRM software for mid-market companies. Oncontact CRM is a completely Microsoft .NET-based CRM applications suite that automates the sales, marketing, and service areas of mid-market organizations. It can be user-customized through Customizer and Navigator, the built-in toolkits. Read More

CRM Buyers Guide


CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs.

social crm wiki  Buyers Guide CRM, or Customer Relationship Management, is an essential tool in any modern business no matter its size. The primary purpose of CRM software is to manage all aspects of the relationship with existing and prospective customers. Get a quick start on your CRM purchase by researching the important issues and factors for your organization. This guide can help you find the right provider for your unique needs. Read More

IBM Social Analytics: The Science behind Social Media Marketing


Social media represents both a major opportunity and a major challenge. Read this white paper to learn how marketers are using technology to learn about their customers’ attitudes, preferences, and buying habits from what they say on social media and through other platforms. Discover how marketers are combining customer analytics with other sources of customer information to guide marketing decisions and shape marketing campaigns, cultivating relationships with online advocates to help steer product development, and, ultimately, boosting sales and revenue.

social crm wiki  Social Analytics: The Science behind Social Media Marketing Social media represents both a major opportunity and a major challenge. Read this white paper to learn how marketers are using technology to learn about their customers’ attitudes, preferences, and buying habits from what they say on social media and through other platforms. Discover how marketers are combining customer analytics with other sources of customer information to guide marketing decisions and shape marketing campaigns, Read More

8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative


It’s no secret that winning and retaining customers is the key to growth and success. But that’s no small feat, with ever-increasing customer demands, as well as the difficulty of implementing and enforcing processes to support your interactions with prospects, customers, and partners. Eight proven customer relationship management (CRM) best practices can help you create a customer retention strategy. Learn more.

social crm wiki  help organizations further their social mission, deepen their impact, and better the lives of those in need. The Foundation has offices in San Francisco, New York, London, Dublin, Singapore, and Tokyo. Source : Salesforce Resources Related to Customer Relationship Management (CRM) : Customer Relationship Management (CRM) (Wikipedia) 8 CRM Essentials: An Executive Guide to the Must-have Elements of Every Successful CRM Initiative Customer relationship management (CRM) is also known as : Customer Read More

Maximizer CRM 12: CRM Certification Report


Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary.

social crm wiki  CRM 12: CRM Certification Report Maximizer CRM 12 is now TEC Certified for online evaluation of customer relationship management (CRM) solutions in the CRM Evaluation Center. The certification seal is a valuable indicator for organizations relying on the integrity of TEC research for assistance with their software selection projects. Download this report for product highlights, competitive analysis, product analysis, and in-depth analyst commentary. Read More

Zoho Advances Its CRM Solution with Zoho CRM Document Library


Zoho has announced the Zoho CRM Document Library—an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document

social crm wiki  Advances Its CRM Solution with Zoho CRM Document Library Zoho has announced the Zoho CRM Document Library —an application that allows sales teams to share sales collateral, materials, proposals, and other relevant material. The tool is integrated with Zoho CRM, allowing users to access documents from within Zoho while avoiding the use of external document management systems such as Zoho Docs or Google docs. Furthermore, Zoho CRM Document Library ensures correct document versioning and allows users Read More

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, there are a number of common mistakes that organizations make. Failing to execute the selection process in an objective and structured fashion can be an expensive financial mistake—as well as a fatal hit to your professional reputation.

social crm wiki  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 : Read More

Get Your Sales Team Going with Mobile CRM


As you'll discover in the executive brief. get your sales teams going with mobile crm, mobile CRM lets your sales reps perform more of the activiti...

social crm wiki  Your Sales Team Going with Mobile CRM Are your field salespeople performing at peak ability? Are they connected and ready to do the things that bring in sales anytime and anywhere? Wouldn't it be a worthwhile objective to get your salespeople booking more face time with clients, and winning more business in less time? It's all possible, if you equip your salespeople with mobile CRM. As you'll discover in the executive brief Get Your Sales Teams Going with Mobile CRM , mobile CRM lets your sales reps Read More

2011 Customer Relationship Management Buyer's Guide: Innovations in CRM


Customer relationship management (CRM) has matured, and offers more choices than ever before. This buyer’s guide reviews the latest innovations in this software space, focusing on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors.

social crm wiki  on cloud, mobile, and social options, and includes a section on the range of customer-centric and process-oriented add-ons and applications available. The guide also includes valuable CRM resources, case studies, and a directory of CRM vendors. Read More