Latest CRM Blog

Reconciling

Finally, it just goes to show that sometimes the best partner is the one you used to have. The folks at Schwab Institutional have just discovered this principle, announcing that the firm would be used Junxure in its CRM upgrading. Schwab had employed Junxure until 2001, when the firm switched to its in-house solution “PortfolioCenter […]

More tips from the ‘Guru

The gurus over at research and advisory ‘site VendorGuru.com have released a new white paper to kick off the week. “Tips for Cost-Effective Customer Retention Management” by Gina Pogol seeks to lend a hand in dissecting the balancing act of retaining customers and attaining customers. To wit, reads the abstract: Acquiring and retaining customers is […]

How to? Not like that

Business consultancy How to Experience CEO David Williams has a bit of a scathing editorial running at CRM2day.com. In a piece entitled “The Customer Focus Myth,” Williams takes nearly every organization he has dealt with (and over ten years in the biz, that would appear to be quite a few) in simply failing to go […]

Twice as (Customer) Effective

Customer Effective, a Microsoft gold certified partner and provider of Microsoft Dynamics CRM, announced a couple of successes this week in CRM implementations. First up was Formetco, with which Customer Effective interfaced system with Microsoft Great Plains. Customer Effective also provided user training. Formetco will be employing the CRM in schedule adherence, resource allocation, progress […]

NetSuite for 2007

NetSuite, Inc., that large on-demand vendor of integrated business management application suites for small- and medium-sized businesses, went revamping this week with the launch of NetSuite 2007.0. The new NetSuite is touted for “a myriad of new features that make automating complex operations and processes simpler for growing and mid-sized businesses.” The foci, say the […]

Schwab and Junxure renew vows

Schwab Performance Technologies today announced, believe it or not, “a new relationship with CRM Software.” Said commitment will include a transition of existing PortfolioCenter Relationship Manager clients to CRM Software’s Junxure. SPT will continue to provide technical support to advisors throughout the transition period, which will be completed on June 30, 2008. The reasoning behind […]

NetSuite makes it three in a row

NetSuite’s got a reason to boast today; in fact, it’s got three reasons. For the third year running, NetSuite has scored a perfect five-star rating for its NetSuite Small Business product offering in a detailed product review conducted by The CPA Technology Advisor. The CPA Technology Advisor evaluated eight accounting software packages based on the […]

Rescompany is Majestic

Rescompany Systems has just been awarded the contract to provide Seattle-based Majestic America Line with all its CRM needs. Majestic America Line represents Rescompany’s first move into the North American market. Majestic America Line, formed through the combination of American West Steamboat Company and the vessels of the Delta Queen Steamboat Company, is said to […]

No sell out for Ubuntu

“Do you think we’re gonna sell out? I say if we do we get the hell out.” – Public Enemy, “Bring the Noise” Now this is the way blogging should work. Disturbed by rumors that Linux-based platform provider Ubuntu was in negotiations with Microsoft vis-à-vis a new collaboration agreement, Ubuntu Foundation Self-Appointed Benevolent Dictator for […]

Two for StayinFront

Hey, this one’s a surprise, at least for me – I mean, i didn’t even know they drank Pernod in Hong Kong. Nevertheless, StayinFront, Inc., a provider of enterprise-wide customer relationship management applications, decision support tools, data services and e-business systems, has announced its a new multi-year contract with Pernod Ricard Hong Kong Limited. Pernod […]