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Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools
by Pivotal CRM, a CDC Software solution
February 20, 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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Infor CRM Interaction Advisor
by Infor CRM
July 22, 2009
- (Free Research) Watch this product demo to learn how Infor CRM Interaction Advisor will fuel organic growth by driving lifetime customer loyalty and increase value at every customer touch point without replacing any existing systems.
(PRODUCT DEMO)
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The Global Small or Medium-Sized Business (SMB)
by Cisco Systems, Inc.
August 14, 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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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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Financial Services Company Gains Improved Sales Performance with Easy-to-Use Solution
by Microsoft
January 01, 2008
- (Free Research) Security Benefit needed a customer relationship management (CRM) solution that would provide its remote sales force with access to real-time information. In July 2007, the company implemented Microsoft Dynamics™ CRM 3.0. Now, Security Benefit gains from increased agility, new sales opportunities, and reduced IT costs.
(CASE STUDY)
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How Your Medium-Size Business Can Join the Business Intelligence (BI) Revolution
by Birst
June 19, 2009
- (Free Research) This webcast discusses the latest advances in business intelligence solutions for medium-sized businesses. Watch this webcast to learn how your mid-sized company can make the most out of BI.
(WEBCAST)
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How to Profit in a Downturn: 4 Customer-centric Strategies for Growth in a Challenging Market
by Pivotal CRM, a CDC Software solution
February 20, 2009
- (Free Research) In this white paper, learn how your organization can use customer-centric strategies and CRM tools to maximize the value and loyalty of your customer base. Gain insight into new areas of opportunity and do more with less in a time of economic uncertainty.
(WHITE PAPER)
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The 11 Secrets of Business Rules Success
by FICO
May 01, 2009
- (Free Research) Download this paper and learn how Blaze Advisor makes it easy to bring the power of predictive analytics to bear on decisions, integrating judgmental and regulatory business rules with analytically derived models for more precise, more effective decision making. Download and learn the secrets of developing decision management applications.
(WHITE PAPER)
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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.
(WHITE PAPER)
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The Total Economic Impact™ Of Progress Actional Management for Interconnected Applications
by Progress Software
November 24, 2009
- (Free Research) The purpose of this study is to provide readers with a framework to evaluate the financial impact of Progress Actional on its organizations. Forrester Research, Inc.'s aim is to clearly show all calculations and assumptions used in the analysis. Readers should use this study to better communicate a business case for investing in Progress Actional.
(ANALYST REPORT)
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Cashing in on Customer Intelligence in the Financial Services Industry
by Infor CRM
October 22, 2009
- (Free Research) In this 1to1 Executive Dialogue, Don Peppers and Steve Muran talk about the importance of customer retention, the need to integrate disparate sources of data, and the opportunity for financial institutions to rebuild customer trust as a means to competitive advantage.
(WHITE PAPER)
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Making Interactions More Intelligent Across All Channels in the Retail Finance Industry
by Infor CRM
July 22, 2009
- (Free Research) In this paper you will learn the best practices and the bottom-line benefits in multi-channel inbound marketing. Read on to learn more about multi-channel inbound marketing and how Infor CRM Epiphany Inbound Marketing for Retail Finance can help drive revenue out of each customer interaction.
(WHITE PAPER)
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Microsoft Dynamics RoleTailored Business Productivity: "Software Designed for Your People"
by Microsoft
March 01, 2007
- (Free Research) By automating and streamlining financial, customer relationship and supply chain processes, Microsoft Dynamics brings together people, processes and technologies, increasing the productivity and effectiveness of the business, and helping drive business success. Explore the Microsoft Dynamics Customer Model and how it's reflected in this software.
(WHITE PAPER)
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Long-Term Data Protection and Retention: Finding the Correct Balance
by Quantum Corporation
March 18, 2009
- (Free Research) Tape remains the most cost effective, energy efficient and reliable program technology for storing large amounts of inactive, off-line or near-line data while complimenting disk-based data protection and retention solutions. Read this paper and find out why.
(WHITE PAPER)
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Innovative Marketing Strategies for Individual and Personal Lines Insurers
by Infor CRM
July 22, 2009
- (Free Research) In this paper you will learn just how important each customer interaction is and how companies are turning to Infor CRM Epiphany Inbound Marketing for Insurance to be able to manage their customers on a highly personal basis which greatly increases customer loyalty and satisfaction which will ultimately increase sales and profitability.
(WHITE PAPER)
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Protecting and Nurturing Your Brand: Maintain and Grow Brand Value in a Time of Crisis
by SAP America Inc
June 05, 2009
- (Free Research) There are many elements that impact a company's brand. Concentrating on a select few lets you control financial investment while maximizing the returned benefit. This SAP Executive Insight focuses on efforts that target a key set of brand-related opportunities and describes how companies can strengthen brand value even in a recession.
(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 23, 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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Selling Through A Slump: An Industry-by-Industry Playbook to Help You Prepare for the Recovery
by Oracle Corporation
June 10, 2009
- (Free Research) Selling in today's economy is tough. And simply doing more of the same is not the way to survive, much less thrive, in today's economy. There are important dos and don'ts in times like these. This eBook is your industry-specific roadmap out of the economic slump.
(EBOOK)
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Optimize Customer Experience to Achieve Competitive Advantage
by Wipro Technologies
October 21, 2009
- (Free Research) Outsourcing Center and Wipro performed a survey that aimed to gauge how banking institutions are doing with their customer experience initiatives. While not a complete picture of how these financial institutions are progressing with their customer experience efforts, survey results point to some general trends and beliefs in this important area.
(WHITE PAPER)
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Professional Basketball Team Expands Customer Base with Microsoft Dynamics CRM
by Microsoft
September 09, 2009
- (Free Research) This webcasts examines the trends, best practices, and competitive advantages of the customer-centric enterprise. Following the discussion with Martha Rogers, we find out how the Portland Trail Blazers have taken advantage of Microsoft Dynamics CRM to improve sales and grow their customer base.
(WEBCAST)
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Driving Business Process Productivity by Tuning Your Customer-Centric Business Processes for Profit
by Microsoft
September 09, 2009
- (Free Research) This webcast demonstrates how Microsoft Dynamics CRM can be used to capture and manage structured and unstructured sales and marketing customer data within a single, integrated system can help increase your organization's return on investment.
(WEBCAST)
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Infor - ERP VISUAL
by Infor
September 2008
- (Free Research) Infor ERP VISUAL combines affordability and deep functionality, and is ideal for high growth, mixed-mode manufacturers who need a modular solution. Learn why more than 4,000 businesses trust Infor ERP VISUAL to run their operations.
(DEMO)
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Beyond the Thin Client: Why a Smart Client CRM Solution May Be a Smarter Choice
by Pivotal CRM, a CDC Software solution
November 2009
- (Free Research) This white paper compares and contrasts the two primary alternatives to thin clients and examines the differentiating characteristics that could impact your CRM implementation. Read on to learn why a smart client CRM solution may be a smarter choice.
(WHITE PAPER)
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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 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.
(WHITE PAPER)
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Leading Auto Repair Services Provider Boosts Efficiency with Easy-to-Use CRM Solution
by Microsoft
July 2008
- (Free Research) After evaluating several customer relationship management solutions, including Salesforce.com, the company replaced NetSuite CRM with Microsoft Dynamics® CRM. Using Microsoft Dynamics CRM, the company cut call times in its customer support call center by 30%, reduced agent training time by 25 percent, and strengthened its growth capacity.
(CASE STUDY)
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