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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) READ ABSTRACT |

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) READ ABSTRACT |

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) READ ABSTRACT |

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) READ ABSTRACT |

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) READ ABSTRACT |

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) 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 |

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) READ ABSTRACT |

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) READ ABSTRACT |

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) READ ABSTRACT |

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) READ ABSTRACT |

Drive Business Processes: Achieving the "Last Mile" of Business Productivity by Microsoft

March 01, 2007 - (Free Research)
Bring the two most powerful information systems in your business together more intuitively and more completely than ever before. Microsoft Dynamics and the Microsoft Office system work together in new ways to help workers reach the information and people they need to be productive and deliver excellent customer service. 
(WHITE PAPER) READ ABSTRACT |

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) READ ABSTRACT |

Maximizing CRM Effectiveness During Lean Times by Oracle Corporation

June 10, 2009 - (Free Research)
When the economy turns around, as it will, how will your organization be poised to take advantage of the next expansion? Read the latest white paper written by Steve Diamond, Sr. Director, Product Marketing at Oracle, to learn six areas your organization can focus on to improve business results. 
(WHITE PAPER) READ ABSTRACT |

Retailers' Response to the Global Economy Downturn - Enabling Immersive Shopping Experiences by Oracle Corporation

March 09, 2009 - (Free Research)
This white paper will explore the global retail industry's movement towards the attainment of total immersive shopping experience (ISE) abilities, and discuss how integrated customer relationship management (CRM) software suites will represent the key technological enabler to achieve this fundamental strategic business objective. 
(WHITE PAPER) READ ABSTRACT |

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) READ ABSTRACT |

The Total Economic Impact™ Of Esker DeliveryWare by Esker Inc.

July 2009 - (Free Research)
Read this commissioned Total Economic Impact (TEI) study conducted by Forrester Consulting on behalf of Esker to learn more about how beneficial going paperless can be for your company and how Esker DeliveryWare can help today. 
(ANALYST REPORT) READ ABSTRACT |

Selling Through A Slump: An Industry-by-Industry Playbook to Help You Prepare for the Recovery by Oracle Corporation

June 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) READ ABSTRACT |

Catalyst Telecom and Avaya Solutions Guide by Catalyst Telecom

October 2009 - (Free Research)
Whatever challenges your business is facing, we've got a solution for that. When you partner with the leader in business communications solutions, you get more than just products. Read this eBook to learn the many benefits of employing Catalyst Telecom services and solutions. 
(EBOOK) READ ABSTRACT |

Management Excellence: Leveraging Technology and Techniques by Oracle Corporation

November 2008 - (Free Research)
One in a series of white papers about management excellence, this white paper describes the techniques and technologies that organizations should master on their way to management excellence. 
(WHITE PAPER) READ ABSTRACT |

The Total Economic Impact Of DMExpress by Syncsort

August 2008 - (Free Research)
The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of DMExpress on their organizations. Forrester’s aim is to clearly show all calculations and assumptions used in the analysis. 
(WHITE PAPER) READ ABSTRACT |

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) READ ABSTRACT |

Infor - ERP LX by Infor

September 2008 - (Free Research)
Infor ERP LX, the next version ERP BPCS, is a scalable, comprehensive, flexible and integrated ERP solution for mixed-mode and process manufacturers operating in an IBM System i environment. The solution improves the efficiency of core business processes. 
(DEMO) READ ABSTRACT |

Get the Facts on Information Availability: Essential Data Protection, Recovery and Resiliency for Banks by Vision Solutions

January 2007 - (Free Research)
The power of an information availability solution lies in its ability to transform any nonproductive, non-profitable downtime into the optimum level of value-producing business uptime. 
(WHITE PAPER) READ ABSTRACT |

How Your Medium-Size Business Can Join the Business Intelligence (BI) Revolution by Birst

June 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) READ ABSTRACT |

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