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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...
 

 college student medical insurance management services


Vendors Jostle and Profess Economic Stimulus Readiness - Part I
At Deltek’s Insight 2009 user conference last May, the host software vendor did a notable thing. Namely, besides merely putting on an all-too-common multi

college student medical insurance management services  infrastructure, education reform, and college affordability and access, these initiatives will be active post-stimulus as well. Namely,  the Surface Transportation Authorization Act of 2009 is a $500 billion bill financing road, bridge, and transit infrastructure . The previous bill expired at the end of September 2009, and the new one has a renewed emphasis on projects of national significance, such as intercity and high-speed rail, air quality concerns, “livability” and so on. As usual, I don’t

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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...

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Enterprise Resource Planning for Services, and Professional Services Automation: Where Do You Draw the Line?


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 challenge.

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Customer Relationship Management (CRM)


When talking about relationship management in the context of software solutions, most people think of customer relationship management (CRM). However, relationships also exist between companies and their vendors, companies and their customers, vendors and their suppliers, employees, different departments of the same company, and so on. The Relationship Management Evaluation Center concentrates on CRM and supplier relationship management (SRM), as software and information and communication technology (ICT) play a major role in facilitating effective relationship management among all parties involved.

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Portfolio Management


Portfolio management provides insight into what is the best way to distribute resources among the various innovative options/projects to ensure that a maximum yield is realized against acceptable risks; there is a good fit between the projects and the various strategic themes; and there is a good mix between the various types of projects. Read this paper to learn about the different approaches used n portfolio management.

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Cincom Enterprise Management


Cincom Enterprise Management is a portfolio of Web-enabled business applications that address the business cycle of companies who build and service complex products. It encompasses activities included in business planning, business acquisition, order management, engineering, procurement, manufacturing and re-manufacturing operations, cost management, finance, and aftermarket support. CONTROL also supports global enterprises by offering distributed multi-site implementation options, multiple currencies, and multiple languages.  

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The Quest for Leaner Asset Management: Interoperablility with ERP, GIS and HMI/SCADA Enables Maintenance Management Systems to Achieve Higher Levels of Efficiency and Increased Asset Output


Managers of maintenance systems continually strive for leaner, more optimized work flows. This white paper presents the benefits achieved by interoperating with enterprise resource planning (ERP), geographic information system (GIS), and human machine interface (HMI) and supervisory control and data acquisition (SCADA) systems. The paper also presents the different approaches that organizations are taking to address the interoperability challenge.

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Professional Services Automation: A New Approach to Business and Knowledge Management for Professional Services Firms


Professional services firms are not like other businesses. They have unique ways of working, unique challenges, and unique opportunities. While progressive project-based businesses have already embraced professional services automation (PSA)—achieving results and return on investment along the way—there are still many firms that have yet to fully automate their key business processes or integrate their knowledge base.

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Mobile Device Management Comparison Guide


In this age of mobility, organizations increasingly use mobile device management (MDM) software to secure, monitor, manage, and support their mobile device usage. The goal is to optimize the functionality and security of a mobile communications network while minimizing costs. If your organization is looking for MDM software, look at this MDM product comparison guide for the key features of some of today’s leading MDM solutions.

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Macola ERP Supply Chain Management (SCM): Supply Chain Management (SCM) Competitor Analysis Report


Criteria in this knowledge base pertain to managing supplier, manufacturer, wholesaler, retailer, and customer business processes. Addressing demand management, warehouse management, international trade logistics, transportation execution, and many other issues for a complete solution, this knowledge base will support your evaluation of an SCM suite.

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HRN Management Group


Since it began in 1989, HRN Performance Solutions, a division of CU Solutions Group, has grown into a well-respected human resource and talent management solutions and consulting company with a focus on employee performance, compensation administration and HR compliance.

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Goal-oriented Autonomic Business Process Management


Business process management (BPM) is an approach to administering business processes that involves people, organizations, and technologies—and can be carried out using varying levels of automation. Sadly, BPM often falls short of what it is intended to achieve. But there’s a fresh evolution of current BPM: goal-oriented autonomic BPM. Learn about the ideas, techniques, and benefits of autonomic and goal-oriented BPM.

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How Integrated Facilities Management Software Automates Facilities Management


Computerized maintenance management system (CMMS). Enterprise asset management (EAM) system. Computer-aided facilities management (CAFM) system. Integrated workplace management system (IWMS). Each type of facility management solution offers different functionalities and features, and one may be better than another for your company’s needs. Learn more about the differences and how an integrated solution is a “must have.”

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Unified Performance Management: The Key to Successful Performance Management


Managing performance requires that business and IT, working collaboratively, develop a vision of how to integrate information and technology to improve the performance of the organization’s people and processes, and then act on that vision. Using common performance management (PM) tools and systems—designed to ensure the effective use of consistent information—is critical to the success of the business. Find out why.

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Incentive and Compensation Management


Enterprise incentive management (EIM) and employee compensation management sit between HR, CRM, Accounting, and sales force automation. These applications help sales executives gain perspective on sales performance, business operations, and manage compensation programs. EIM solutions are used to improve sales strategies.

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Make 'em Beg for It-How To Get Support for Electronic Document Management Systems and Electronic Records Management Systems


To successfully obtain the budget and organizational support for an electronic documentation management systems (EDMS) and electronic records management system (ERMS) project you need to know the pain points of all the departments in your organization. By asking the right questions of each department you’ll be able to develop your business case and create a persuasive analysis on the cost benefit for EDMS/ERMS.

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