| index \\ CRM para mercados financieros y de seguros | ||||
Lista de software de CRM para mercados financieros y de segurosEsta base de datos de gestión de las relaciones con los clientes (CRM) soporta criterios especializados para los grupos que participan en los mercados financieros y de seguros. No sólo contiene gran parte de las funciones regulares de CRM, sino que incluye varios criterios para seguimiento de las pólizas, gestión de las agencias, seguimiento de las inversiones y otras áreas que son importantes para los grupos de automatización de servicios profesionales. ![]() Pivotal CRM for Financial Services |
Technology News
The Customer Relationship Management Vision: It Starts with Relationships Michael Chuchmuch - December 19, 2007 An alarming number of companies get on the wrong track when creating a customer relationship management (CRM) vision. Outlined here are four steps that take the mystery out of what makes an effective CRM vision. The secret? It’s all about people and relationships. Bolstering the Call Center with Service Resolution Management Processes P.J. Jakovljevic - December 14, 2007 Integrated customer relationship management and call center solutions (sometimes referred to as service resolution management) have, despite initial glitches, reportedly helped some service companies realize remarkable returns on investment in addition to improved customer satisfaction rates. Knowledge Management: The Core of Service Resolution Management P.J. Jakovljevic - December 12, 2007 Businesses today need to demonstrate their value to customers by making information that is relevant to them accessible. Hence the need for knowledge management software, which helps companies segment and then distribute the information their customers want to know. Integrating Customer Relationship Management and Service Resolution Management P.J. Jakovljevic - December 7, 2007 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. The Complexities of Quote-to-order and Possible Solutions P.J. Jakovljevic - November 12, 2007 It is becoming necessary to go beyond the direct sales force to sell complex products. With the advent of personal computers and the Internet, new possibilities for reaching manufacturing clients have opened up, and new sales opportunities have become available. |
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