WHITE PAPER - This white paper provides core principles companies can use to help them select a CRM system that each sales user feels was built just for them.
Posted: October 10, 2008 | Published: October 10, 2008


Topics:  Business Development | CRM | Customer Data Management | Customer Service | Dashboards | Microsoft Outlook | ROI | Sales | Security

WHITE PAPER - 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.
Posted: September 26, 2008 | Published: September 26, 2008


Topics:  Best Practices | CRM | Investments | Productivity | QOS | Wealth Management

WHITE PAPER - This paper explains how enterprises can achieve a competitive advantage by giving remote workers access to complete CRM application functionality, with or without network connectivity.
Posted: September 26, 2008 | Published: September 26, 2008


Topics:  CRM | Enterprise | LAN | Productivity | WAN | Workforce Planning

WHITE PAPER - This white paper describes how client relationship management (CRM) technology can help mutual fund wholesalers and institutional asset managers address these core industry challenges and effectively foster.
Posted: September 26, 2008 | Published: September 26, 2008


Topics:  Asset Management Services | Collaboration | Consultants | CRM | Mutual Funds | Portfolio Management (Finance) | Software

WHITE PAPER - 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.
Posted: September 26, 2008 | Published: September 26, 2008


Topics:  Budgeting | Business Intelligence | Business Process Management | Cost Benefit Analysis | CRM | Customer Service | Economic Environment | Vendors

WHITE PAPER - 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.
Posted: September 26, 2008 | Published: September 26, 2008


Topics:  Asset Management Services | Budgeting | Business Process Management | Collaboration | CRM | Financial Services Industry | Workflow Management Coalition | Workflow Software

WHITE PAPER - This paper explains how, Customer Relationship Management (CRM) is first and foremost a strategy. This guide provides insight to help you take a more customer-centric view of your business.
Posted: October 19, 2007 | Published: October 3, 2007


Topics:  Business Process Management | CRM | CRM Software | Customer Loyalty | Marketing | ROI | Sales | Software as a Service | Strategic Planning | TCO | User Experience

WHITE PAPER - This paper explores the different categories of customization. It discusses the role a flexible architecture plays in being able to customize with ease, as well as flexibility and importance in deploying, upgrading, and integrating your CRM system.
Posted: December 4, 2006 | Published: December 1, 2006


Topics:  Adaptive Enterprise | Application Deployment | Application Integration | Business IT Alignment | Change Management | CRM Software | Software Architectures | Vendor Selection

WHITE PAPER - This paper outlines the technology building blocks that enable you to create an information-rich environment that empowers your workforce to perform at its peak. Learn how to use data to its fullest--without having to become IT experts.
Posted: December 4, 2006 | Published: December 1, 2006


Topics:  Business Integration | Collaboration | Cost Benefit Analysis | CRM | Customer Satisfaction | Information Management | Knowledge Management | Real-time Analytics | Sales | User Experience | Vendor Selection