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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 |

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 |

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 |

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 |

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 |

Winning Strategies for the Evolving Legal Marketplace by BlackBerry October 05, 2009 - (Free Research) Law firms have had to develop new strategies to compete and win in a legal market that contains greater uncertainty than any that has come before it. This paper will briefly outline strategies for success in the evolving legal marketplace.  (WHITE PAPER) READ ABSTRACT |

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 |

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 |

Best Practices in Reconciliation: A Practical Guide for Asset Managers by Advent Software, Inc July 2008 - (Free Research) This whitepaper explains why automated reconciliation is quickly evolving into a competitive necessity. The costs associated with manual reconciliation, the benefits from automation, and the best reconciliation workflow model will all be discussed.  (WHITE PAPER)

CRM Solution’s Superior Workflows, Multi-Tenancy Create Stronger Customer Service by Microsoft April 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 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 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 |

Business Intelligence Solution for Web Infrastructure Open the Door to Better Decisions by Sun Microsystems, Inc. October 2009 - (Free Research) Composed of Sun hardware systems and commercial open-source solutions Pentaho for BI and data integration, and Infobright, built on MySQL, for data warehousing, this solution comes in two customizable recommended configurations to fit your data requirements and budget -- and ease deployment.  (WEBCAST) READ ABSTRACT |

Leveraging the Talent Supply Chain for a Competitive Advantage by SAP AG January 2007 - (Free Research) This paper identifies the market trends driving the need for an integrated talent supply chain and describes the internal inefficiencies professional services firms must overcome to optimize their talent supply chains.  (WHITE PAPER) READ ABSTRACT |

Business Agility as Growth Enabler: How Can Midsize Firms Manage Change in an Increasingly Demanding World? by SAP AG August 2007 - (Free Research) Your company's ability to meet changing customer requirements and drive revenue growth in a continually changing environment is essential. This whitepaper examines the related issues of growth and flexibility from a number of perspectives.  (WHITE PAPER) READ ABSTRACT |

Ready Access to Real-Time Data Helps Small Businesses Thrive by SAP AG February 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 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 |

The Global Small or Medium-Sized Business (SMB) by Cisco Systems, Inc. August 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 |

Winning the Performance Battle: Standardizing Best Practices with Technology by Oracle Corporation March 2009 - (Free Research) This white paper highlights the important elements and key benefits of standardizing business processes and operating procedures based on uniform, organization wide technology. It also serves as a guide for engineering and construction (E&C) firms choosing the right technology to promote standardization across their organizations.  (WHITE PAPER) READ ABSTRACT |

How to Market and Sell Services with Webinars by Citrix Online November 2009 - (Free Research) This webcast reveals strategies to create a winning webinar program. It offers proven tactics to get more leads and sales from your marketing budget.  (WEBCAST) READ ABSTRACT |

Warehouse Management Today: Balancing Financial Pressures and Growing Demands by SAP AG January 2009 - (Free Research) This paper explains why a warehouse management system (WMS) is one of the key technologies required to create a successful adaptive supply chain network. This system enables the extended warehouse to sense and respond to a variety of business requirements and meet complex and changing customer needs.  (WHITE PAPER) READ ABSTRACT |

Data Conversion in a System Migration: Best Practices for Compliance and Continuity by Advent Software, Inc January 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)

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