Crm Broker White Papers, Crm Broker Software, Crm Broker Research, Hardware and Services

High-End Real Estate Company JBMRA Puts Mobile Brokers in Prime Position to Increase Sales—with Microsoft Dynamics CRM Live by Microsoft

September 10, 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)

READ ABSTRACT |

Switching from Salesforce.com to Microsoft Dynamics CRM Helps Jones Lang LaSalle Implement Global Enterprise Model by Microsoft

July 22, 2008 - (Free Research)

Microsoft Dynamics CRM has enabled Jones Lang LaSalle to share customer and account information globally, while still offering functionality tailored to the unique processes of its many business units and more than 700 local offices.

(CASE STUDY)

READ ABSTRACT |

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)

READ ABSTRACT |

The Buyside and the Three Phase Evolution of Electronic Trading by Advent Software, Inc

December 26, 2006 - (Free Research)

The objective of this paper is to present the buyside with a framework in which to understand the changes in the U.S. trading market, to offer a vision for the trading platforms that will support this new world and to explain why the future belongs to independent broker-neutral systems supplied by software firms rather than sellside brokers.

(WHITE PAPER)

PowerTech Product Enables Lean IT Department to Share Responsibilities & Comply with Audits by PowerTech

September 25, 2009 - (Free Research)

Learn how the IT department of C&D Technologies used PowerTech's Authority Broker to meet their compliance, security and reporting requirements. With Authority Broker installed, you'll be able to meet audit requirements by managing and monitoring IT staff’s access to production systems, and protect critical corporate assets.

(CASE STUDY)

READ ABSTRACT |

HEALTHsuite® - Claims Processing Software by RAM Technologies, Inc.

HEALTHsuite is an administrative claims processing system designed for health plans and other health care organizations. Rich in features and functions to support health plans of all sizes and types, HEALTHsuite supports all aspects of health care administration including HMO, Consumer Driven, Medicare, Medicaid and Federal Health Benefits.

(ASP & SOFTWARE PRODUCT)

FACTS ADMIN - Advanced Technologies for Expert Health Claims Management by Ebix Health, Inc.

January 2004 - (Free Research)

FACTS ADMIN is a fully automated, real-time policy administration system - with support for membership enrollment and eligibility management, premium administration, accounts payable, and administration of broker commissions.

(ARTICLE)

READ ABSTRACT |

Podcast: Windows Server 2008 R2: Active Directory, Group Policy and the NEW Terminal Services by Dell and Microsoft

November 2009 - (Free Research)

This podcast explores the key changes made to Windows Server 2008 R2 in Active Directory, Group Policy and Terminal Services. Discover how your organization can leverage these improvements for reduced costs, increased control and improved efficiency.

(PODCAST)

READ ABSTRACT |

Windows Server 2008 R2: Active Directory, Group Policy and the NEW Terminal Services by Dell and Microsoft

November 2009 - (Free Research)

This webcast explores the key changes made to Windows Server 2008 R2 in Active Directory, Group Policy and Terminal Services. Discover how your organization can leverage these improvements for reduced costs, increased control and improved efficiency.

(WEBCAST)

READ ABSTRACT |

What’s New in Windows Server 2008 R2: Active Directory, Group Policy and Terminal Services by Dell and Microsoft

December 2009 - (Free Research)

In this presentation transcript, IT author Jonathan Hassell walks you through some of the key changes made to R2 in three key areas: Active Directory, Group Policy and Terminal Services.

(PRESENTATION TRANSCRIPT)

READ ABSTRACT |

Dell Equallogic PS Series and VMware View Enhance Virtual Desktop Project Success by Dell, Inc.

May 2009 - (Free Research)

Read this white paper to to learn how VMware View can help IT administrators decrease operating costs by centralizing management, data protection and security.

(WHITE PAPER)

READ ABSTRACT |

Symantec Workspace Profiles by Symantec

October 2009 - (Free Research)

SWP is a new software product from Symantec's Endpoint Virtualization group. SWP separates (virtualizes) the user's profile (user data, settings and personality) from the underlying operating system allowing users to easily roam from device to device, work on two sessions simultaneously, or access their profile in the context...

(SCREENCAST)

READ ABSTRACT |

Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm by Advent Software, Inc

July 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)

Heinz Uses Wireless Technology to Gain Retail Advantage by BlackBerry

February 2009 - (Free Research)

Heinz wanted to speed up and improve the quality of scorecard information they gathered about Heinz brands in retail stores; so they used the Electronic Retail Audit solution on BlackBerry devices to provide brokers with accurate feedback.

(CASE STUDY)

READ ABSTRACT |

VUE Software: Insurance Commission & Incentive Compensation Management by CSSI

VUE software delivers flexibility and automation to help solve the complexities of insurance sales commission and incentive compensation plans. VUE’s web-enabled incentive management solution reduces costs while driving accuracy and efficiency into your organization. This comprehensive solution offers the ease of a total solution from one vendor.

(SOFTWARE PRODUCT)

VUE Software: Enterprise Incentive Management by CSSI

VUE Software solves the complexities of insurance sales commission and incentive compensation plans by delivering flexibility and automation. VUE Software’s web-enabled EIM solution reduces costs while driving accuracy and efficiency into your organization. This comprehensive solution provides the ease of a total solution from one vendor.

(SOFTWARE PRODUCT)

Microsoft Dynamics CRM Online Free Trial by Microsoft

December 2009 - (Free Research)

Begin managing customer relationships in minutes – not days. Try Microsoft Dynamics CRM Online now for 30 days!

(TRIAL SOFTWARE)

READ ABSTRACT |

Special Trial Offers for Microsoft Dynamics CRM by Microsoft

December 2009 - (Free Research)

For a limited time, Microsoft is offering you an exclusive free trial of Microsoft Dynamics CRM for up to six months so your business can conduct limited pilot testing, prototyping and solution development, as well as gain a complete customer view and the ability to work within familiar Microsoft Office system applications.

(TRIAL SOFTWARE)

READ ABSTRACT |

Get More Value for Less Money with Microsoft Dynamics CRM Online by Microsoft

December 2009 - (Free Research)

Microsoft Dynamics CRM Online provides fast online access, simple contact management and better sales performance for a low monthly cost - the best value on the market today. For Salesforce.com and Oracle CRM On Demand customers, it gets even better! Eligible organizations can get six months of Microsoft Dynamics CRM Online - at no charge.

(TRIAL SOFTWARE)

READ ABSTRACT |

CRM for the Professional on the Go by BlackBerry

December 2006 - (Free Research)

Mobile CRM is something that needs to be considered now. As a business leader, you might have put it into your mental to do later box, but the reasons to make it a priority are compelling. Read this paper to discover why.

(WHITE PAPER)

READ ABSTRACT |

Microsoft CRM Online Customer Montage by Microsoft

December 2009 - (Free Research)

In this three-minute video, two Microsoft Dynamics CRM Online customers discuss how this new software service is not only helping them be more effective in their sales and marketing groups, but is also being adapted and customized to offer solutions well beyond what CRM is typically used for.

(VIDEO)

READ ABSTRACT |

Getting Started with Microsoft Dynamics CRM Online by Microsoft

December 2009 - (Free Research)

In this short video, we will show you some useful getting started tips to gain the most value out of your Microsoft Dynamics CRM Online evaluation.

(VIDEO)

READ ABSTRACT |

CRM without Compromise: A Strategy for Profitable Growth by SAP AG

April 2007 - (Free Research)

This white paper describes the concept of “CRM without compromise,” elucidating how organizations can maximize their results by taking a more structured, holistic approach to CRM across the enterprise to gain a competitive advantage and profitable growth.

(WHITE PAPER)

READ ABSTRACT |

CRM Whitepaper: Using Business Rules to Increase Opportunities for Upsell, Cross-Sell and Customer Satisfaction by IBM

November 2009 - (Free Research)

This white paper discusses one of the most effective ways to extend CRM functionality to competitively enhance your customers' experiences.

(WHITE PAPER)

READ ABSTRACT |

Customer Relationship Management (SAP CRM) Application: Maximize Service Profitability by SAP AG

January 2009 - (Free Research)

The SAP® Customer Relationship Management (SAP CRM) application maximizes the value from each customer by keeping profitable customers loyal, decreasing service costs by increasing efficiency, and increasing service revenue.

(ARTICLE)

READ ABSTRACT |

We are always striving to improve our customer experience. Please notify us if there is a company missing that you feel should be in our directory.

Business email address:
First name: (optional)
Last name: (optional)