Fidelity Introduces Web-Based CRM and Financial Planning Offerings Through relationships with Oracle and Emerging Information Systems Inc. (EISI), Fidelity Investments will introduce customized and ...

The popularity of Web-based CRM is no surprise. It's easy to use, provides anywhere/anytime access, and enables streamlined operations (especially for those with multiple locations, and remote and/or ...

Part 1 of this series on getting started with CRM addresses factors to consider when deciding whether the time is right to take the plunge.Part 2 offers advice on how to choose the right CRM tool.Part ...

Next, let's weigh some other key factors starting with your firm's size and plans for future growth. For example, a solo practitioner or a firm with two or three advisers that intends to stay small ...

SAP AG has acquired Praxis Software Solutions and will integrate the company's Web-based CRM and e-commerce capabilities into SAP Business One, which targets small and midsized companies. Processing ...

Salesforce.com's planned expansion into a new market may be its biggest challenge yet. The company, which offers a service that allows salespeople to track leads and account information online, plans ...

Two sets of entrepreneurs almost simultaneously launched systems this month that provide free customer relationship management tools for travel agencies in tandem with systems to assist suppliers in ...

Global CRM pioneer Marketpoint will preview the relaunch of its signature solution, Marketpoint CRM 3.0, during the 2019 CRM Evolution Conference and Expo. This year’s show will be held at the ...

Web-based CRM also enables agents to escalate calls to more experienced employees. For example, Oracle (Redwood City, CA) works with the US Navy's Department of Personnel, which opened a call center ...