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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
4 Steps to Monitoring Team Performance to Accelerate Sales and Improve Customer Satisfaction
Doc Type: White Paper
Format: HTML
Industry: Finance
Abstract: Are your business processes for improving sales and customer satisfaction up to par in this uncertain market? Find out four key steps to monitoring your sales and customer service teams in order to ensure they are on a path to success. Get ahead of your competition.
Topics: Customer Analytics | eCRM | Relationship Marketing | Sales Force Automation | eBusiness | Customer Service | Email Marketing |
CRM Function: CRM ROI | Customer Loyalty | Customer Profitability | Customer Retention
CRM Methology: CRM Strategy | CRM Overviews |
 
CRM Portals: Get Information to the People who need it the Most
Doc Type: White Paper
Format: HTML
Industry: Finance
Abstract: This white paper provides a basic definition of a Portal, and then details the key characteristics of a CRM Portal, a Portal that is a component of a CRM system. Different kinds of CRM Portals are discussed in terms of who uses these portals, Customer, Partners, and Employees.
Topics: eCRM | Knowledge Management | Customer Service | Content Management
CRM Function: Customer Loyalty | Customer Profitability | Customer Retention
CRM Methology: CRM Overviews | CRM Definition
 
A Buyer's Guide to CRM Functionality
Doc Type: White Paper
Format: HTML
Industry: Finance
Abstract: Learn how each CRM solution offers a unique palette of features defined by four essential functions: sales, marketing, support, and analytics. This white paper addresses all of these issues and more...
Topics: Customer Analytics | eCRM | Sales Force Automation | eBusiness | Customer Service | Web Services |
CRM Function: CRM ROI | Customer Profitability | Customer Retention
CRM Methology: CRM Implementation | CRM Overviews | CRM Definition
 
CRM Portals: Get Information to the People who need it the Most
Author: By Soffront
Doc Type: White Paper
Format: HTML
Industry: Finance
Abstract: This white paper provides a basic definition of a Portal, and then details the key characteristics of a CRM Portal, a Portal that is a component of a CRM system. Different kinds of CRM Portals are discussed in terms of who uses these portals, Customer, Partners, and Employees. Read more
Topics: Knowledge Management | eBusiness | Customer Service | Content Management
CRM Function: CRM ROI | Customer Loyalty | Customer Profitability |
CRM Methology: CRM Strategy | CRM Implementation | CRM Overviews | CRM Definition
 
Negotiating with a CRM Vendor
Author: By VendorGuru
Doc Type: White Paper
Format: HTML
Industry: Finance
Abstract: Read this white paper to learn the criteria that should be at the top of your priority list as you take your seat at the negotiating table for a CRM Solution.
Topics: eCRM | Sales Force Automation | eBusiness |
CRM Function: CRM ROI |
CRM Methology: CRM Strategy | CRM Overviews |
 
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