-
Abstract:
The business case for integrating call center service resolution management into customer relationship management is becoming
increasingly obvious, as companies need to rely more on inbound (customer-generated) calls than on outbound telemarketing
efforts. (...)
Excerpt related to
customer relationship management software for insurance:
The business case for integrating call center service resolution management into customer relationship management is becoming
increasingly obvious...
Published:
2007-12-07
-
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
customer relationship management software for insurance:
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:
What makes a strong supplier/customer relationship? The bottom line is trust. However, trust needs to be earned through a
series of conversations and commitments that have been met. (...)
Excerpt related to
customer relationship management software for insurance:
What makes a strong supplier/customer relationship? The bottom line is trust. However, trust needs to be earned through a
series of conversations ...
Published:
2001-01-17
-
Abstract:
This complete rating detail report covers the vendor or provider's responses to TEC's comprehensive research model. The report
answers your concerns about how your chosen vendors will support your requirements. (...)
Excerpt related to
customer relationship management software for insurance:
... Campaign Design , Customer Relationship Management
(CRM) Software Evaluation Report. ... branch managers for a bank, sales agents for an insurance
provider, or ...
Published:
-
Abstract:
Your Challenge: Get Decision Makers' Approval for Deploying Customer Relationship Management Effectively: Beyond Implementation.Specific,
Measurable, Achievable, Relevant and Time-Bound. A customer relationship management (CRM) solution is now a standard business
requirement. With origins as a system for (...)
Excerpt related to
customer relationship management software for insurance:
Your Challenge: Get Decision Makers' Approval for Deploying Customer Relationship Management Effectively: Beyond Implementation.Specific,
Measurabl...
Published:
2010-03-11
-
Abstract:
Customer process management (CPM)—the convergence of customer relationship management (CRM) and business process management
(BPM)—can deliver significant gains in efficiency and standardization for insurance companies. Whether it’s providing real-time
quotations for insurance policies, identifying (...)
Excerpt related to
customer relationship management software for insurance:
... of customer relationship management (CRM) and business
process management (BPM)—can deliver significant gains in efficiency and standardization for insurance
...
Published:
2010-03-11
-
Abstract:
Choosing the Best CRM for Your Organization. IT Reports and Other Package to Use In Your System for Choosing the Best CRM.
It’s no secret that there is a bevy of deployment options available with most customer relationship management (CRM) solutions
today—ranging from customized to out-of-the-box. (...)
Excerpt related to
customer relationship management software for insurance:
Choosing the Best CRM for Your Organization. IT Reports and Other Package to Use In Your System for Choosing the Best CRM.
It’s no secret that ther...
Published:
2010-03-11
-
Abstract:
The market for enterprise incentive management (EIM) products is in its early stages and is rapidly evolving. Callidus Software
is the EIM vendor of choice for some of the largest companies in the world. (...)
Excerpt related to
customer relationship management software for insurance:
The market for enterprise incentive management (EIM) products is in its early stages and is rapidly evolving. Callidus Software
is the EIM vendor ...
Published:
2006-12-11
-
Abstract:
Just as back-office automation became critical for competitive success in the last half of the twentieth century, customer
relationship management (CRM) is today’s imperative for success. However, the key to creating business value with CRM is remembering
that business strategy and technology strategy (...)
Excerpt related to
customer relationship management software for insurance:
Why CRM? The Business Case for Customer Relationship Management. ...
The Business Case for Customer Relationship Management</strong>.
Comments: ...
Published:
2010-03-11
-
Abstract:
The competitive nature of the financial services industry today and the changing landscape of the customer approach to investing
puts an onus on suppliers to consider how well they are dealing with customers’ business transactions. In order to provide
better customer service—while at the same time im (...)
Excerpt related to
customer relationship management software for insurance:
... In order to provide better customer service—while at the same time improving ...
Download <strong>Operations Management in the UK Financial Services</strong>. ...
Published:
2010-03-11
-
Abstract:
Most businesses recognize the strategic importance of customer relationship management (CRM), but some small to medium businesses
(SMBs) continue to use basic contact managers or simple spreadsheets to track customers, manage leads, and collaborate on
sales. Achieving great results requires more than jus (...)
Excerpt related to
customer relationship management software for insurance:
... Source: Maximizer Software. Document Type: White Paper Description: Most businesses
recognize the strategic importance of customer relationship management
(CRM ...
Published:
2010-03-11
-
Abstract:
Effective management of customer data is a critical success factor for insurers. To provide products and service that stand
out from the crowd, insurers need a 360-degree view of each customer that covers his or her entire experience with the company.
Read this white paper on how information technology t (...)
Excerpt related to
customer relationship management software for insurance:
Delivering Superior Customer Value in Insurance. Source: SAP. Document Type: White Paper
Description: Effective management of customer data is a critical success ...
Published:
2010-12-22
-
Abstract:
Client relationship management (CRM) technology can help capital-markets firms streamline investment banking activities,
increase brokerage trade volume, and meet compliance challenges. As a nerve center for information about clients, prospects,
institutions, syndicate partners, and other contacts, the r (...)
Excerpt related to
customer relationship management software for insurance:
Building Relationship Capital: Client Relationship Management for the Capital
Markets. Source: CDC Software. Document Type: White Paper Description: Client ...
Published:
2010-03-11
-
Abstract:
The Customer Relationship Management (CRM) RFP Template covers industry-standard functional criteria of CRM that can help
you easily gather and prioritize your business needs in a simple and categorized excel document. More than a RFP template,
it is a working document that serves as a knowledge base refe (...)
Excerpt related to
customer relationship management software for insurance:
... Contract manufacturers; Software providers. Insurance, Customer
Relationship Management CRM RFP Template. Insurances; Brokers; Banks. ...
Published:
-
Abstract:
Today, financial services firms are increasingly focusing on organic growth—forcing contact centers to drive cross-selling
efforts as well as strengthen customer relationships. But in order to contribute to profitable growth, they must be able to
quickly identify and address customers in a personalized (...)
Excerpt related to
customer relationship management software for insurance:
The Profit-minded Contact Center: Building an ROI Case for Customer Interaction Solutions in Financial Services.
Source: Portrait Software. Document Type: White ...
Published:
2010-03-11
-
Abstract:
The road to implementing customer relationship management (CRM) systems is fraught with risk and littered with failure. Paradoxically,
reams have been written by industry practitioners explaining why CRM projects fail, yet the same patterns and mistakes are
repeated—over and over again. While there is (...)
Excerpt related to
customer relationship management software for insurance:
Document Type: White Paper Description: The road to implementing customer relationship management
(CRM) systems is fraught with risk and littered with failure. ...
Published:
2010-03-11
-
Abstract:
The best CRM choice for Global Refund. Read TEC's whitepaper here! Swiss financial services company Global Refund needed to
replace its antiquated customer relationship management (CRM) system. To find a mobile-enabled, user-friendly solution that
could handle the company’s 15 million yearly transaction (...)
Excerpt related to
customer relationship management software for insurance:
... up to date with changes in the enterprise software landscape ... company
Global Refund needed to replace its antiquated customer relationship management
(CRM) system ...
Published:
2010-03-11
-
Abstract:
PeopleSoft, once a high flyer owing to its congenial culture and slick ERP product, has invested two years and over a half
billion dollars to develop a number of new, Internet-based enterprise applications that have apparently propelled it back
on the enterprise applications top chart. It has now emerged (...)
Excerpt related to
customer relationship management software for insurance:
PeopleSoft, once a high flyer owing to its congenial culture and slick ERP product, has invested two years and over a half
billion dollars to deve...
Published:
2001-06-05
-
Abstract:
CRM: Big is Not Always the Best.Solutions and Other Documents to Characterize Your Buy, In Relation To CRM. Customer relationship
management (CRM) solutions can range from simple contact managers (for a few hundred dollars) to multimillion-dollar enterprise
applications that take years to implement. This (...)
Excerpt related to
customer relationship management software for insurance:
CRM: Big is Not Always the Best.Solutions and Other Documents to Characterize Your Buy, In Relation To CRM. Customer relationship
management (CRM) ...
Published:
2010-03-11
-
Abstract:
Software-as-a-service solutions often cannot provide that final twenty percent or so that differentiates a company from its
competitors. Of major concern is whether off-premise applications can support complex, global organizations on a constant
basis and on strict service level agreements. (...)
Excerpt related to
customer relationship management software for insurance:
Software-as-a-service solutions often cannot provide that final twenty percent or so that differentiates a company from its
competitors. Of major ...
Published:
2007-01-12