Vision Statement For Marketing Firm - CRM Guide Results for Vision Statement For Marketing Firm
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CRM Built for IT: The Executive Guide to Selecting CRM that Meets IT Needs
by Pivotal CRM, a CDC Software solution
November 11, 2009
- (Free Research) This white paper provides everything the CIO and IT team must know to evaluate a CRM system based on the critical business and technical issues that matter to IT directors and chief information and technology officers.
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Wealth Management Firms Choose CRM to Improve Productivity and Client Service
by Microsoft
August 25, 2009
- (Free Research) To more clearly understand how wealth management firms are using Microsoft Dynamics CRM, Microsoft turned to IT advisory firm Mainstay Partners for an independent assessment. Mainstay Partners interviewed a number of firms to identify the measurable benefits they have achieved through deploying Microsoft Dynamics CRM.
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Surviving and Thriving in a Challenging Market: How Customer-centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty
by Pivotal CRM, a CDC Software solution
February 20, 2009
- (Free Research) This white paper explains how financial services firms across the industry and around the globe can use customer-centric strategies and CRM tools to maximize the value and loyalty of their client base and gain insight into new areas of opportunity.
(WHITE PAPER)
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Metro Atlanta YMCA Better Aligns its Mission, Member Engagement, and Marketing Communications Activities Using Birst
by Birst
October 19, 2009
- (Free Research) In an attempt to tailor and more effectively promote its programs, the Metro Atlanta YMCA turned to Birst for a new set of Business intelligence (BI) tools. Birst delivered with features that included automated dashboards and adhoc reporting at a fair price. Read on to learn the benefits YMCA experienced when they switched to Birst.
(CASE STUDY)
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Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm
by Advent Software, Inc
July 01, 2009
- (Free Research) This guide is intended to help advisors who are considering going independent or who have already struck out on their own to better understand and navigate their technology options.
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The Flawed Vision of Customer Data Integration – How to Get it Right the First Time
by Siperian, Inc.
September 16, 2009
- (Free Research) The initial goal of Customer Data Integration (CDI) was to create the most reliable customer data for the entire company. We now know that the golden opportunity for CDI lies within Master Data Management and the ability to uncover interactions and understand the relationships that companies have with their customers.
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Real Estate Firm Adopts Microsoft Dynamics CRM Online to Drive Up-Sell Opportunities
by Microsoft
April 18, 2008
- (Free Research) Microsoft Dynamics CRM Online delivered the reliable solution Norris needed to safeguard, analyze, and share customer data with employees. His team can now use that data to much more effectively sell and up-sell his firm's products and services.
(CASE STUDY)
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Global Real Estate Management Firm Chooses CRM Solution to Reduce TCO, Enhance Service
by Microsoft
June 05, 2008
- (Free Research) When the latest version of Microsoft Dynamics CRM became available, executives decided to upgrade to it. Now, Jones Lang LaSalle has a robust solution that easily and economically integrates into the company’s current systems and delivers functional and technical capabilities that support effective global operations.
(CASE STUDY)
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IT Briefing: Why Would You Use Citrix XenDesktop and XenApp Together with HP StorageWorks?
by HP, Citrix, and Intel
November 16, 2009
- (Free Research) This IT Briefing describes XenDesktop and XenApp, and how they work together. You'll also learn why storage matters in a virtual desktop environment and how HP LeftHand P4000 SAN solutions complement Citrix desktop virtualization solutions. Finally you'll learn how Intel vPro technologies enhance client virtualization.
(IT BRIEFING)
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Executive Search Firm Implements New CRM System, Improves Productivity by 25 Percent
by Microsoft
April 15, 2008
- (Free Research) Devine Capital had relied on Microsoft® Office Outlook® and the Encore contact management tool to meet this need. However, the Encore interface was rigid and did not integrate effectively with Outlook. After implementing Microsoft Dynamics™ CRM 4.0, time spent on daily administrative tasks was reduced by 25 percent.
(CASE STUDY)
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SEC Exam Survival Guide: Prepare in 12 Steps
by Advent Software, Inc
August 2008
- (Free Research) This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm.
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Avatars Proven to Increase Advertising Effectiveness
by Humanity Interactive
September 2009
- (Free Research) Blue Rain commissioned Humanity Online to create an avatar for their character "Marcus OneNote" that could act, react, and interact with visitors to the OneNote Ad and landing page of the community site for OneNote. Read on to learn how avatars are increasing advertising effectiveness.
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Grow Your Business with the Visibility to Capture More Sales Opportunities - Part 2
by Microsoft
September 2009
- (Free Research) Watch this webcast to learn of the features and benefits in the new version of Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM offers you innovative ways to access this powerful relationship management solution to empower your employees to respond quickly to customer demands and increase customer satisfaction.
(WEBCAST)
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Staffing Service Coordinates Sales Activities, Utilizes Business Intelligence with CRM Solution
by Microsoft
April 2008
- (Free Research) Volt Information Sciences, Inc. provides staffing services, telecommunications, and information solutions to Fortune 100 customers. Executives completed an in-depth request for proposal process to narrow CRM solution options to four enterprise alternatives. They selected Microsoft Dynamics™ CRM because it best met the firm's usability, user..
(CASE STUDY)
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Creating Enduring Customer Relationships
by Oracle Corporation
June 2009
- (Free Research) Read this white paper to learn how investing in a new loyalty solution or improving your existing one will enable you to truly differentiate your business around the customer experience and drive lasting relationships.
(WHITE PAPER)
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Business Fitness Gets in Shape with GoToMeeting Corporate with GoToWebinar
by Citrix Online
March 2009
- (Free Research) This new case study explores how Citrix® GoToMeeting® Corporate with GoToWebinar® has transformed Business Fitness's sales and marketing efforts, enabling the company to significantly reduce costs, speed up the sales cycle and vastly improve nurturing efforts.
(CASE STUDY)
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NBA Basketball Team Scores with Sales Force Automation Tool
by Microsoft
April 2008
- (Free Research) Read how a Microsoft Dynamics solution helped a NBA Basketball team gain benefits such as system connectivity, sales force automation, and enhanced productivity.
(CASE STUDY)
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Ready Access to Real-Time Data Helps Small Businesses Thrive
by SAP AG
February 2008
- (Free Research) Today there is new and affordable technology that enables small businesses to access current data from any location, respond quickly to change, and thrive in a volatile business environment. A good example of this technology is the SAP® Business One application. Read this white paper to learn more!
(WHITE PAPER)
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Best Practices of the Best-Run Sales Organizations: Sales Opportunity Blueprinting
by SAP America Inc
April 2009
- (Free Research) Leadership teams in today's strongest sales groups have discovered best practices to achieve exponential results. This SAP Executive Insight looks at leading-edge companies and examines how they excel in areas where most sales organizations struggle.
(WHITE PAPER)
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Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools
by Pivotal CRM, a CDC Software solution
February 2009
- (Free Research) In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity.
(WHITE PAPER)
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The Global Small or Medium-Sized Business (SMB)
by Cisco Systems, Inc.
August 2009
- (Free Research) Raymond Boggs, vice president of SMB research for the global market intelligence firm IDC, recently talked to Cisco® about how companies can use unified communications to successfully conduct business in multiple countries - with or without offices in those countries.
(WHITE PAPER)
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Enhance Your Business Banking Client Relationships with RIA Technologies
by Actuate
September 2009
- (Free Research) Web 2.0 applications have forever changed the way that consumers interact with financial firms and those experiences have raised their expectations for online banking. Banks can now deliver Rich Internet Applications that automate business processes while providing a user experience that elicits real enthusiasm in the marketplace.
(WHITE PAPER)
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Next Generation Customer Focus: Strategies and Business Activities Necessary for World-Class Performance and Success
by Infor CRM
October 2009
- (Free Research) This paper focuses on consumer products manufacturers and the strategy of customer-focused innovation, exploring NGM study questions and examines business areas where customer-focused innovation has potential to influence performance outcomes. Read on to learn how ways to effectively identify and satisfy customer demand.
(WHITE PAPER)
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CRM Solution’s Superior Workflows, Multi-Tenancy Create Stronger Customer Service
by Microsoft
April 2008
- (Free Research) Using the multi-tenancy features of the solution, The Linc Group can tailor the CRM experience for each of its offices and franchisees around the world. The true value of Microsoft [Dynamics] CRM [4.0] is about how successful the tool can make employees in their jobs . . .
(CASE STUDY)
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High-End Real Estate Company JBMRA Puts Mobile Brokers in Prime Position to Increase Sales—with Microsoft Dynamics CRM Live
by Microsoft
September 2009
- (Free Research) Microsoft Dynamics CRM Live eliminated the risk of losing decentralized customer data. The firm's information is protected on Microsoft hosted servers that utilize reliable data backup processes and technologies. The application allows mobile users to access and input data on the move, something that brokers could not do previously.
(CASE STUDY)
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