CRM From Sabre, Zantaz Claims Most Data, Pelagic and CRM Live Labs, CRM for Seniors' Financial Products, iCongo Live

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CRM From Sabre, Zantaz Claims Most Data, Pelagic and CRM Live Labs, CRM for Seniors' Financial Products, iCongo Live

The news as of the second cup of coffee this morning, and the music is Joe Cocker's Mad Dogs & Englishmen:

Autonomy Zantaz, a vendor of archiving, eDiscovery and Proactive Information Risk Management product, has claimed that its Digital Safe on-demand compliance and eDiscovery archival product has "the largest amount of data under management."

Using Autonomy's IDOL search engine, Zantaz claims the unique position of being "the only service provider to create a consolidated archive of all information sources, including e-mail and IM, voice video, and enterprise systems."

Hosted services for e-mail archiving provide massive storage capacity and scalability, along with the management and maintenance, for huge volumes of information and records that organizations are required to archive by regulations including SEC Rule 17a-4. Autonomy Zantaz Digital Safe is marketed as helping organizations meet the supervision, records retention and retrieval requirements of these industry and government regulations.

"With the increase in volume and variety of message formats in today's enterprises, including instant messages and voice-mails, it has become mission-critical for organizations to select an effective enterprise archiving product that can help them to better understand the corporate value and legal significance hidden within their information," said Anthony Bettencourt, CEO of Autonomy Zantaz.

Sabre Travel Network has announced enhancements to its cruise shopping and booking platform, Sabre Cruises, to improve travel agents' search, booking, marketing and customer service capabilities.

These enhancements include lead-in pricing functionality, integration with Live Connect providing customer relationship management (CRM) functionality through TRAMS' ClientBase and increased passenger options during the booking process, the Sabrians say.

Dan Westbrook, vice president of merchandising, Sabre Travel Network, said lead-in pricing is "the number one requested enhancement that agents have asked for."

The "Best Available Fare" option now shows displays for inside, ocean view, balcony and suite cabin categories on the sailing results page. Sabre Cruises also offers the capability to determine the alternate passenger category price based on changing factors such as a passenger's age, insurance selection, origination city, transportation or number of passengers in a cabin.

Sabre Cruises integrates customer relationship management (CRM) functionality by supporting the Live Connect feature available on TRAMS' ClientBase CRM tool. The Live Connect feature provides a direct connection to the Sabre Cruises booking engine, with a two-way transfer of information. With Live Connect a user can log in to Sabre Cruises, use the client's profile to make Sabre Cruises reservations and import reservation details back into the client's Res Card in ClientBase.

Pelagic Solutions has announced the launch of CRM Live Labs' Web site, The site is "dedicated to the training and implementation of Microsoft Dynamics CRM Live," site officials say. launch coincides with Microsoft's entry into the CRM hosted market. provides online instructor-led training packages and implementation support for small to midsize businesses seeking Microsoft Dynamics CRM.

"Our business model is to help small to mid-sized companies looking for implementation, education, training and vertical products for Microsoft Dynamics," said Steven Bowles, President of Pelagic Solutions.

CRM Live Labs will deal with the three deployment methods for Microsoft Dynamics CRM 4.0 -- Partner-hosted, Microsoft-hosted and on-premise installations of the Multi-Tenant Microsoft Dynamics CRM product line.

"We estimate 40 percent to 50 percent of all Microsoft Dynamics CRM licenses in 2008 and 2009 will be sold via a hosted model. We believe a number of them will choose to move their installation on-premise within 12 to 24 months," Bowles said.

There is, many believe, a great need for financial services catering to senior citizens. It is anticipated that over the next twenty-five years the number of Americans aged sixty-five years and older will double.

Since January 2005, the Financial Industry Regulatory Authority has completed about one hundred formal disciplinary actions involving or related to senior citizens.

"Especially as the baby boom generation begins heading into retirement age, it's vitally important to insure that America's seniors are being treated fairly by brokers, investment advisors, and other financial service professionals," says Jason Bishara, CEO of SLM Holdings, a CRM vendor selling to the financial services industry.

"Issues of transparency and compliance are especially important when it comes to working with older investors," Bishara added.

Recently the Securities and Exchange Commission, the North American Securities Administrators Association, and FINRA announced a new initiative as part of securities regulators' expanded efforts to protect older investors.

According to the announcement, this effort is one part of a national initiative to protect seniors from investment fraud and sales of unsuitable securities. The goal of the initiative is to identify successful practices used by financial services firms when dealing with senior investors as they relate to the following areas: marketing and advertising; account openings; product and account review; ongoing review of the relationship; and appropriateness of products.

Additionally, in October FINRA instituted a series of Webcasts to help better guide brokers when working with senior investors.

A major reason for the recent initiative was to protect seniors from being sold products that weren't suitable for them, Bishara pointed out: "It is of the utmost importance for seniors to have products that explicitly state their financial transactions, in case any legal concerns arise."

One way to monitor interaction between the broker and client, Bishara believes, is through "CRM tools that better manage and record all broker-client interactions."

Technology such as SLM's ACT! For Financial Professionals give the broker a comprehensive overview of their clients' entire financial history. "Knowing your client and creating a record of what you told them is the golden rule of finance," says Bishara. "CRM tools ensure that brokers are performing necessary due diligence and that older investors are protected."

ICongo Live, a vendor of virtual trade shows and job fair software systems, has announced that Retail TouchPoints, a digital publication focused on the customer-facing aspects of the retail industry, has chosen iCongo Live to power their June 2008 Customer Engagement Conference.

ICongo Live's platform provides event managers with software tools to create and manage Internet-based online events, virtual trade shows and conferences. Retail TouchPoints' virtual customer conference offers online booths, Web seminar sessions and marketing downloads. Attendees to the virtual trade show can visit information booths, exchange e-mail and instant messages and drop virtual business cards with sponsor representatives as well as with other attendees.

The agenda for the Customer Engagement Conference includes sessions on e-mail engagement, customer-centric merchandising, influencing the new points of decision, measuring & improving customer experience, and engaging the mobile consumer.

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