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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

crm pipeline  business processes and measure CRM in its supply chain solutions division. Multiple silos of customer information and a lack of visibility into its global sales pipeline hindered the company s effectiveness in retaining customers, responding to opportunities, and closing deals. The most compelling CRM solution for them was a Web-based one so that they could quickly deploy it without getting internal IT staff involved. Sales visibility was non-existent and processes were all very manual prior to Read More

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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Documents related to » crm pipeline


Selligy Takes Mobile CRM to New Levels
Selligy is rolling out tools that allow sales professionals to manage their deals and update their sales forecasts more quickly and accurately, and from their

crm pipeline  Takes Mobile CRM to New Levels Selligy is rolling out tools that allow sales professionals to manage their deals and update their sales forecasts more quickly and accurately, and from their smartphones. Selligy was founded in 2011 by Nilay Patel and Usman Muzaffar, who had the experience in both technology and as road warriors in sales. After releasing a beta version in the Apple App Store for individual salespeople, Selligy released its enterprise version in November 2013—shortly after closing Se Read More
The Lexicon of CRM - Part 3: From R to Z
CRM. C.R.M. itself is an acronym, standing for Customer Relationship Management. This is part three of a three-part article to provide explanation and meaning

crm pipeline  an investment. When evaluating CRM packages, be sure to factor in investments of both time and capital in your ROI analysis. Rollback Capability - The ability of an RDBMS, in the case of a catastrophic failure, to be able to return to, or roll back to, a set point in time when the database was known to be stable. This is less preferred than the ability for an RDBMS to fail-over to a hot spare server, losing no data and suffering no down time in the process.   S   Sales Pipeline - This is the list of Read More
Using CRM to Boost Call Center Performance
Call centers are the focal point of customer experience and can create a valuable competitive advantage. Providing call center staff and their managers with the

crm pipeline  CRM to Boost Call Center Performance Call centers are the focal point of customer experience and can create a valuable competitive advantage. Providing call center staff and their managers with the right customer relationship management (CRM) tools for interdepartmental coordination, real-time pipeline visibility, a centralized database, and actionable intelligence improves overall performance and accountability. This white paper aims to enable CRM strategy. Read More
The Changing Face of CRM
The recent economic slowdown has illustrated how interwoven our global economies really are. The demands to increase enterprise performance has accelerated

crm pipeline  look at how some CRM vendors are working to meet the challenge. The Challenges Marketing Organizations Face Marketing and sales driven organizations face a variety of challenges at different levels. At the senior management level, the challenge is to maintain and increase profitability and grow market share. Inherent in these is the need to identify key performance metrics to • Increase customer penetration • Conduct sales planning and forecasting to predict future revenue accurately • Use and Read More
Ebix CRM
Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital

crm pipeline  CRM Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective. Read More
Why CRM Is So Hard and What To Do About It: Data is key to making CRM work
Making a CRM investment work is a two-step process that begins with unifying disparate systems by creating and managing standardized, reusable business

crm pipeline  CRM Is So Hard and What To Do About It: Data is key to making CRM work Introduction Over the next five years, companies will spend $150 billion to reinvent sales, marketing and service. Customer relationship management (CRM) is the hub of this turning wheel, and data is the axle. It's why Gartner calls managing customer-related data the number one obstacle to getting a return on CRM investments. To fully exploit the power of CRM, and to realize its much-hyped promise, organizations must first recognize Read More
Soffront CRM
The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales

crm pipeline  CRM The Soffront CRM application is comprised of solutions for marketing automation, customer support, defect tracking, order processing, CRM portal, sales automation, employee support, knowledge management, asset management, and mobile CRM. Read More
Benefits of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions
The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true

crm pipeline  of On-demand CRM over Traditional Installed-On-Premise CRM Software Solutions The high price and complexity of traditional, installed, on-premise enterprise software has left small and medium businesses (SMB) unable to obtain true integrated customer relationship management (CRM) and enterprise resource planning (ERP) software. On-demand, software as a service is changing all that. The lower costs and the short implementation period for an on-demand customer relationship management solutions make Read More
Leveraging CRM for Midsize Company Growth
Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial

crm pipeline  CRM for Midsize Company Growth Customer relationship management (CRM) strategies, principles, and technologies play a pivotal role in helping organizations grow from small, entrepreneurial companies with ad-hoc processes, into several hundred million dollar powerhouses. This document covers the basics, providing some helpful guidelines, and providing a rough, general framework for you to begin your initiative. Read More
Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM
For this Showdown, we looked at all three of the main CRM modules: sales force automation, marketing automation, and customer service and support. To eliminate

crm pipeline  Management Showdown: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM Customer Relationship Management Showdown: Microsoft Dynamics CRM vs. SageCRM vs. Oncontact CRM Hi, I’m Larry Blitz, editor of Technology Evaluation Centers’ (TEC) Vendor Showdown series. Today's Showdown pits three leading customer relationship management (CRM) vendors’ solutions against each other in a head-to-head contest: Microsoft Dynamics CRM vs. Oncontact CRM vs. SageCRM . We hope you find this Vendor Showdown helpful Read More
Prophet CRM
We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them

crm pipeline  CRM We finally believe that if you want to do CRM right, you need to do it in Outlook. The CRM solution must work the way people are working and not force them to log into another website or open up an entirely different CRM application. Your people are already doing 50 to 60% of their CRM activities inside of Outlook, why not just put CRM features into Outlook and that is precisely what we did. Thus Prophet CRM was born – a CRM Simplified with Outlook that your people will actually use Read More
Market Focus Report: The Value of Mobile and Social for CRM
Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included

crm pipeline  Mobile and Social for CRM Nucleus Research surveyed 223 CRM decision makers to analyze the benefits of adding mobile device access and social capabilities to CRM. Respondents included small, medium, and large enterprises using both on-demand and on-premise CRM applications. Results show that adding mobile access and social collaboration to CRM delivers significant benefits to organizations. See why you should consider mobile and social CRM adoption. Read More
The Case for a New CRM Solution
CRM software has gone well beyond being a

crm pipeline  Case for a New CRM Solution CRM software has gone well beyond being a good to have capability. Senior management is now generally quite clear that this genre of software is needed. However, it also often acknowledged that companies that have deployed CRM software solutions have not obtained the benefits that were promised. When we understand the reasons for this dissatisfaction, we can make the case for a new CRM solution. See the benefits of a new CRM solution. Read More
Selling Smarter with CRM
CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of

crm pipeline  Smarter with CRM CRM is no longer a fancy, expensive tool for large enterprises looking to make their telemarketing efforts more effective. Rather, it’s an essential element of a successful, integrated sales strategy. Whether a company relies on inbound or outbound marketing, referrals and word of mouth, or some hybrid strategy for attracting customers and generating sales, the right CRM application can make the difference between profit and loss, or success and failure in any market. This paper Read More

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