By David Sims
David at firstcoffee d*t biz
The news as of the second cup of coffee this morning, and the music is sturdy ol' Texas singer-songwriter Tommy Alvarez, doing his classic "Una Mas Cerveza:"
Ipreo, a vendor of execution software, data and analytics to investment banks and corporations, has announced the launch of a suite of workflow products designed to "streamline and strengthen all activities related to investor relationship management," company officials say.
The core of the offering to both markets is a group of relationship management platforms: BD Advanced and BD Vision for capital markets, and BD Corporate for investor relations professionals.
Through the combination of the Bigdough and NSIGHT acquisitions, Ipreo officials say the company "has become the IRM products provider to the capital markets, with more client relationships than any other provider in Research, Sales and Trading."
Built on the legacy of Bigdough's institutional equity data, BD Advanced and BD Corporate combine a user interface and search and reporting functionality with a cross-asset class database. This dataset contains contacts, profiles and ownership for global buy side institutions across the investment spectrum.
"A decade ago, Bigdough revolutionized the institutional investor prospecting and content management space," said Kevin Marcus, President & COO of Ipreo. "Today, Ipreo is once again changing the way capital markets and IR professionals manage their investor relationships."
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Blueroads, a vendor of Partner Opportunity Management products, has signed a strategic partnership agreement with Microsoft to provide an opportunity and marketing management product.
The product is designed to let enterprises and their channel partners drive, track and manage referrals, leads and opportunities "across all sales touch points." It's designed to allow cross-channel sales teams to collaborate and team on opportunities for "increased revenue, improved sales forecast visibility and accuracy, enhanced tracking and measurement of marketing investments, and lower total cost of ownership," officials say.
Specifically, the product from Microsoft Dynamics CRM and Blueroads is designed to let users align each lead or opportunity with the best fit sales resource, drive opportunities from first interaction to cash with contextual sales tips and sales cycle guidance, establish a team by enabling direct and indirect sales reps to work on deals collaboratively as appropriate, enhance opportunity tracking and measurement and increase lead performance.
It's billed as being able to "improve marketing campaign performance" by "ensuring that all leads are delivered into a closed-loop tracking and management product."
The product has consolidated workflow rules and data structures "that allow for flexible and powerful sales processes to be built across both Microsoft Dynamics CRM and Blueroads," officials of both firms said.
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Brickstream Corporation, a vendor of Video Analytic Appliances, has announced they have signed a strategic Reseller Partnership with PeopleStream Technologies, the object being to "work with organizations wishing to understand their customers' behavior, drive business improvement and optimize their assets."
Brickstream's stereo-vision Clarity is an IP-addressable video appliance that uses Power over Ethernet. Clarity is described by company officials as a "true 'at the edge' video analytic appliance, requiring no additional hardware or software."
Clarity's three-dimensional accuracy levels are generally higher than legacy or traditional two dimensional images delivered by thermal devices or monocular cameras.
In addition to providing stand alone Key Performance Indicators, PeopleStream will use this granular data to deliver measurement of true performance, identify areas of real opportunity and enhance existing systems such as Workforce/Staff Management, CRM, and ERP for their retail, retail banking and other clients across South Africa.
"Clarity offers partners a proven, extendible and flexible intelligent video analytics platform with which to address all counting, queuing, service, tracking, and real-time alerting needs." said Steve Jeffery, Chief Executive of Brickstream.
"By understanding what people are actually doing, users of Brickstream's technology are able provide better service, improve the use of existing infrastructure, and identify sales and marketing opportunities, in a way which previously was not possible." says John Miller, a director of PeopleStream.
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Autonomy Corporation has announced that Unitrin Direct, an automobile insurance provider, has implemented Autonomy etalk's Intelligent Contact Center products across multiple locations to manage quality assurance and liability in the company's sales, service, and claims centers.
The Unitrin Direct deployment includes products for voice and screen recording, agent performance evaluations, customer surveys, and speech analytics.
Unitrin Direct offers insurance in 25 states and is part of a Unitrin family of companies that has more than six million policyholders and $9 billion in assets. The firm lets consumers purchase automobile insurance on its external Web site or via its customer contact center.
The company uses Autonomy etalk recording technology for both selective recording for quality assurance and 100 percent call logging for risk and liability management. As customer interactions frequently contain detailed insurance information, Unitrin Direct wants to maintain records of sales and service calls as well as any interactions that include requests such as policy changes or insurance claims.
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CRM vendor Maximizer Software has announced its support for the Open Data Initiative unveiled by Jigsaw, a provider of business information and data services.
Advancing an open-source approach to company data, Jigsaw's Open Data Initiative is designed to makes it easier to search, select, and import company data for free into CRM and Contact Management products.
With this announcement, Maximizer Software will use the free company data provided through Jigsaw's Open Data Initiative for their customers to search, select, and import Jigsaw's company data into their own database of contacts.
Maximizer Software and Jigsaw also worked together to develop a native CSV file format that maps to Maximizer CRM, allowing their customers to populate any of the four Maximizer CRM editions — Enterprise, Group, Professional and Entrepreneur — with Jigsaw's free company data.
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Intelestream officials have announced that the company has successfully integrated the SugarCRM line of software products with Basecamp, an on demand project management product.
Intelestream founder and CEO Jason Green said Intelestream has used Basecamp internally "for quite some time now," and pronounces himself "pleased" with the application.
"As SugarCRM developers, we realized integrating our favorite project management application with our favorite CRM was a no-brainer," he said, adding "our clients and others in the open source community seem to agree."
The integration tool, which allows users to connect data between the SugarCRM system and Basecamp, is available through Intelestream.
Intelestream has also recently released StaffngCRM, a staffing and sourcing vertical product designed specifically for staffing agencies.
Intelestream is a Chicago-based Customer Relationship Management consulting firm that offers products related to business processes and CRM technology.