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Building Relationship Capital: Client Relationship Management for the Capital Markets by Pivotal CRM, a CDC Software solution
January 24, 2011 - (Free Research)
Current market trends in investment banking research demand a rapid, sophisticated response, not just in terms of corporate strategy, but in the technologies to support these strategic moves. Learn how CRM technology helps capital-markets firms streamline investment-banking activities, increase brokerage trade volume and meet compliance challenges.
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Wealth Management Firms Choose CRM to Improve Productivity and Client Service by Microsoft
August 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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Improving End-User Performance by Eliminating HTTP Chattiness by F5 Networks
April 2007 - (Free Research)
Many organizations embark on global multi-million dollar web application deployments only to later discover that their users are unsatisfied with the performance compared to their old client server application. This paper provides alternatives.
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HP Client Engagement for Wealth Managers by Hewlett-Packard Limited
September 2012 - (Free Research)
A staggering 75 % of people leave their parents' wealth managers services. Learn to meet the challenges posed by today's new breed of clients by leveraging customer relationship management (CRM) applications, such as addressing today's pain points, functionality that meets your needs, transforming risks to your client base, and more.
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Microsoft Convergence 2012 by ComputerWeekly.com
May 2012 - (Free Research)
Nucleus Research assesses Microsoft’s plans to extend and develop the Microsoft Dynamics CRM platform.
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Video: Everest uses Enterprise Cloud Services for Microsoft Dynamics CRM by Hewlett-Packard Company
April 2013 - (Free Research)
In this on-demand webcast, Mark Duffey, President and CEO of the first nationwide funeral planning and concierge service company, Everest, discusses his move to CRM in the cloud.By easily migrating to software-as-a-service (SaaS), Everest was able to provide more immediate information to their clients and save 60% in costs.
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Video: Everest uses Enterprise Cloud Services for Microsoft Dynamics CRM by Hewlett-Packard Limited
February 2013 - (Free Research)
In this on-demand webcast, Mark Duffey, President and CEO of the first nationwide funeral planning and concierge service company, Everest, discusses his move to CRM in the cloud.By easily migrating to software-as-a-service (SaaS), Everest was able to provide more immediate information to their clients and save 60% in costs.
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The value of mobile and social to CRM by ComputerWeekly.com
March 2012 - (Free Research)
Adding mobile access and social collaboration to CRM delivers significant benefits, this report from Nucleus Research reveals.
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Blackberry Solution Increases Customer Service for Corporate Real Estate Company by BlackBerry
February 2009 - (Free Research)
J.J. Barnicke's sales people needed instant access to corporate property information to better serve clients and speed up sales cycles. They also needed wireless access to CRM data This case study explains how J.J. Barnicke is using BlackBerry and the sales force solution to access CRM information about clients.
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Must Read: New Issue of Intel Premier IT Magazine by Intel Corporation
June 2009 - (Free Research)
A special edition focused on PCs presents bottom line best practices for deploying, maintaining, managing, mobilizing, refreshing, and securing your client fleet. Read now.
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The SAP Virtualization Ecosystem by VMware and Intel
December 2008 - (Free Research)
This paper discusses the options available to you for virtualizing SAP, the big cost savings you can expect from virtualization, and why you should go virtual right away.
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Business Wire hosts award-winning events for client education with GoToWebinar by Citrix Online
June 2009 - (Free Research)
Business Wire, a global market leader in commercial news distribution, adopted Citrix® GoToMeeting® with GoToWebinar® in order to enhance communication with clients, increase employee training and deliver added value to customers by providing top-notch educational Webinars. Download the case study to learn more.
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The ROI of Social CRM by ComputerWeekly.com
August 2012 - (Free Research)
This analyst report from Nucleus Research shows that businesses can achieve a significant return on investment by adding social media to their CRM deployments
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The Social CRM Playbook by SugarCRM Inc.
August 2011 - (Free Research)
This white paper will provide an outline of the broad steps you should take in building a social CRM strategy and a overview of how you can pair that strategy with technology to enable your business to practice real social CRM.
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CRM and Small Business: Smaller, Faster, Better by SugarCRM Inc.
August 2011 - (Free Research)
The advent of cloud-based CRM applications has eliminated the significant initial budgetary barriers to entry for many businesses, and the proliferation of products geared toward smaller businesses has presented small business with options that allow them to choose based on specific features. Learn more about how CRM can help your small business.
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CRM: THE ESSENTIAL GUIDE - Five Principles for CRM Success by Pivotal CRM, a CDC Software solution
February 2009 - (Free Research)
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.
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Solutions Provider Improves Productivity with Flexible Implementation Methodology by Microsoft
June 2007 - (Free Research)
Stanley Stuart Yoffee & Hendrix, Inc. (SSYH), a Microsoft® Gold Certified Partner based in Florida, implements software solutions utilizing the Microsoft family of products. With large-scale projects across varied industries, the company turned to the Microsoft Dynamics™ Sure Step Methodology to help communicate with customers...
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A Best Practice Guide to Family Office Technology by Advent Software, Inc
November 2010 - (Free Research)
Packed with practical tips and actionable guidance, this 16-page report covers all of the key technology systems that family offices need to evaluate—along with the pros and cons of each and tradeoffs to consider. It’s a must-read for any family office looking to build competitive advantage in today’s environment.
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Virtualized Client Solutions: HP Remote Client Solutions (RCS) by Hewlett-Packard Company
March 2008 - (Free Research)
HP offers client virtualization under its HP Remote Client Solutions (RCS) portfolio, andit includes virtualized client solutions like thin clients blade PCs, blade workstations, VDI and server-based computing.
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