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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 11, 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) READ ABSTRACT |

Wealth Management Firms Choose CRM to Improve Productivity and Client Service by Microsoft August 25, 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.  (WHITE PAPER) READ ABSTRACT |

Global Real Estate Management Firm Chooses CRM Solution to Reduce TCO, Enhance Service by Microsoft June 05, 2008 - (Free Research) When the latest version of Microsoft Dynamics CRM became available, executives decided to upgrade to it. Now, Jones Lang LaSalle has a robust solution that easily and economically integrates into the company’s current systems and delivers functional and technical capabilities that support effective global operations.  (CASE STUDY) READ ABSTRACT |

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 |

Real Estate Firm Adopts Microsoft Dynamics CRM Online to Drive Up-Sell Opportunities by Microsoft April 18, 2008 - (Free Research) Microsoft Dynamics CRM Online delivered the reliable solution Norris needed to safeguard, analyze, and share customer data with employees. His team can now use that data to much more effectively sell and up-sell his firm's products and services.  (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 |

Executive Search Firm Implements New CRM System, Improves Productivity by 25 Percent by Microsoft April 15, 2008 - (Free Research) Devine Capital had relied on Microsoft® Office Outlook® and the Encore contact management tool to meet this need. However, the Encore interface was rigid and did not integrate effectively with Outlook. After implementing Microsoft Dynamics™ CRM 4.0, time spent on daily administrative tasks was reduced by 25 percent.  (CASE STUDY) READ ABSTRACT |

Staffing Service Coordinates Sales Activities, Utilizes Business Intelligence with CRM Solution by Microsoft April 18, 2008 - (Free Research) Volt Information Sciences, Inc. provides staffing services, telecommunications, and information solutions to Fortune 100 customers. Executives completed an in-depth request for proposal process to narrow CRM solution options to four enterprise alternatives. They selected Microsoft Dynamics™ CRM because it best met the firm's usability, user..  (CASE STUDY) READ ABSTRACT |

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 |

CRM Solution’s Superior Workflows, Multi-Tenancy Create Stronger Customer Service by Microsoft April 21, 2008 - (Free Research) Using the multi-tenancy features of the solution, The Linc Group can tailor the CRM experience for each of its offices and franchisees around the world. The true value of Microsoft [Dynamics] CRM [4.0] is about how successful the tool can make employees in their jobs . . .  (CASE STUDY) READ ABSTRACT |

Grow Your Business with the Visibility to Capture More Sales Opportunities - Part 2 by Microsoft September 09, 2009 - (Free Research) Watch this webcast to learn of the features and benefits in the new version of Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM offers you innovative ways to access this powerful relationship management solution to empower your employees to respond quickly to customer demands and increase customer satisfaction.  (WEBCAST) READ ABSTRACT |

NBA Basketball Team Scores with Sales Force Automation Tool by Microsoft April 11, 2008 - (Free Research) Read how a Microsoft Dynamics solution helped a NBA Basketball team gain benefits such as system connectivity, sales force automation, and enhanced productivity.  (CASE STUDY) READ ABSTRACT |

Reducing Time and Staff Required to Meet Customer Service Level Requirements for Security and Compliance by Shavlik Technologies July 20, 2009 - (Free Research) As ORCS introduced Windows Server 2008 into the network, they sought new ways to improve efficiency. The need for an improved patch management system, combined with the requirements for PCI compliance, presented a dual challenge that they hoped they could address with a single technology solution. And they did. Read this case study to learn how.  (CASE STUDY) 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 |

Ready Access to Real-Time Data Helps Small Businesses Thrive by SAP AG February 01, 2008 - (Free Research) Today there is new and affordable technology that enables small businesses to access current data from any location, respond quickly to change, and thrive in a volatile business environment. A good example of this technology is the SAP® Business One application. Read this white paper to learn more!  (WHITE PAPER) READ ABSTRACT |

Focusing on Food & Beverage Manufacturers: Three Strategies for Profitability Tomorrow and in Years to Come by Infor CRM October 22, 2009 - (Free Research) This paper explores the idea that to effectively compete today and into the next generation, F&B manufacturers must rethink their customer relationship management (CRM) strategies. Read on to learn the three strategies F&B manufacturers must do if they want to be profitable tomorrow and in the years to come.  (WHITE PAPER) READ ABSTRACT |

Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap by Advent Software, Inc January 05, 2009 - (Free Research) This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them.  (WHITE PAPER)

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 |

How Financial Firms Can Improve Business Integration Capabilities and Increase Straight-Through Processing Efficiency by Sterling Commerce September 01, 2009 - (Free Research) This white paper discusses the increased demand placed on financial services organizations to improve their straight-through processing (STP) levels across all business units.  (WHITE PAPER) READ ABSTRACT |

Taking Relationship Management to a New Level with Microsoft Dynamics CRM by Microsoft September 09, 2009 - (Free Research) Join Microsoft Dynamics CRM technology evangelist Phillip Haase in this webcast to learn about the Microsoft strategy and investments in enterprise CRM solutions and to understand how these solutions address the requirements for users, management, and IT.  (WEBCAST) READ ABSTRACT |

Practical Recommendations for Data Migration - A White Paper by Bloor Research by Talend February 10, 2009 - (Free Research) Data migration can be defined as transferring of data between storage types, formats or computer systems, it is required when organizations or individuals change computer systems or upgrade to new systems.  (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)

Data Conversion in a System Migration: Best Practices for Compliance and Continuity by Advent Software, Inc January 01, 2009 - (Free Research) This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion.  (WHITE PAPER)

Anatomy of a Siebel CRM Archiving Project by IBM February 01, 2008 - (Free Research) The basic principles for managing an archiving project presented in this paper can help you initiate and plan an archiving strategy that meets your organization’s requirements.  (WHITE PAPER) READ ABSTRACT |

CRM Built for Sales: The Executive Guide to Selecting CRM That Meets Sales Needs by Pivotal CRM, a CDC Software solution February 20, 2009 - (Free Research) 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.  (WHITE PAPER) READ ABSTRACT |

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