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Experts Corner
Communicating intelligently with existing customers is critical, and marketing spend is heavily weighted towards this pool. But businesses cannot afford to neglect prospecting activity. So, what techniques can businesses adopt to ensure that the search for new customers is both targeted and cost-efficient ?
David Jefferies, Marketing Director, Pitney Bowes
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Highlights
Getting Off on the Right Foot: Avoiding Common Master Data Management False Starts
Companies wishing to start a master data management (MDM) project may be unsure where and how to begin. After all, MDM is a journey and success or failure at the first step either defines or dooms the further evolution of the project.
by Ravi Shankar, Director of Product Marketing
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What CRM solution is right for your business?

1. What are you looking for in a CRM solution? (Check all that apply)
Lead tracking/management
Contact tracking/management
Sales pipeline/forecasting analysis
Marketing campaign tracking and reporting
Call center tracking
2. What industry are you in?
3. How many employees will work with this system?
4. What is your Zip/Postal Code?
Finance Industry Customer Relationship Management (CRM) Today - Library - Finance Industry Customer Relationship Management (CRM) Today - Library - Finance Industry
Hidden Benefits Are Key to CRM
Author: Roger Cole, Business Software Specialist, CPiO
Source:
Doc Type: Highlights
Industry: Finance
Pages: 2Format: HTML Size: 45 Kb
Abstract: Improving Customer Information Through CRM can result in surprising hidden benefits, but organisations need to target operational focus to leverage the opportunity.
Topics: CRM Strategy |
 
CRM Reality Check! Three Questions to Ask.
Author: Sam Kilmer
Source:
Doc Type: White Paper
Industry: Finance
Pages: 3Format: PDF Size: 111 Kb
Abstract: While unfortunate, many financial institution executives equate hearing the letters C-R-M with a wince of hype. Some technology marketers have been misleading and others, even if well intentioned, are misguided.
Topics: CRM Strategy |
 
Banking Innovations - Does CRM Qualify?
Author: Rob Keene, Director, Banking Practice
Source:
Doc Type: Article
Industry: Finance
Pages: 2Format: HTML Size: 45 Kb
Abstract: Regulation and technological improvements are responsible for the vast majority of innovations in banking over the past quarter century. The introduction of personal computers and the proliferation of ATMs in the 1970s captured bank management’s attention.
Topics: CRM Overviews | Customer Service |
 
Optimizing the Financial Supply Chain
Source:
Doc Type: White Paper
Industry: Finance
Pages: 37Format: PDF Size: 110 Kb
Abstract: “CFO’s have a need to invest in CRM to improve the effectiveness of their financial supply chain(FSC), to collect payments from customers. The Killen & Associates’ white paper helps readers deepen their understanding of enterprises need to invest in their FSC.”
Topics: Supply Chain Management |
 
Core Competencies in the Retail Sector of the Financial Services Industry
Author: Victor Smith
Doc Type: Academic Paper
Industry: Finance
Pages: 21Format: PDF Size: 74 Kb
Abstract: This paper addresses the following issues affecting the retail sector of financial services in the United States.
- Identify the "new" core competencies for financial service providers to compete in the retail sector. These competencies will be identified using a competency pyramid based on the technology trajectories of the retail sector.
- Identify ways to obtain, maintain, and extend core competencies.
- Differentiation: Core competencies a firm should extend in order to procure the greatest value for its customers and most sustainable competitive advantage.
Topics: Relationship Marketing | eBusiness |
 
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