This paper seeks to get to the bottom of gaps in CRM initiatives, identifying specific changes that have occurred in the process, areas where it is falling short and other tidbits to consider as your strategies move forward. Read this and gain insight into the results of a survey conducted amongst 160 firms with annual revenues of $250 million. 

Read this white paper to learn how financial services firms can leverage social channels to better understand changing customer needs and interaction styles, develop products and services that address those changes, and create marketing campaigns that target these customers. 

This expert white paper from Forrester Research discusses how the role of the sales person has changed in today's digital world and the four types of salespeople in the 21st century. 

The following analysis provides a comparative price analysis of four leading CRM solutions for midmarketorganizations. Forrester Research defines midmarket organizations as any organization with revenues of lessthan $1 billion and/or fewer than 1,000 employees. 

Inside this white paper, learn how to meet the necessary compliance requirements that will ensure a smooth transition when planning for the succession of your advisory firm. 

Read how a growing IT service firm decreased its auditing time and gained $10 million in revenue growth after deploying a solution using Microsoft Dynamics SL. 

Watch this webcast as Forrester's Scott Santucci explores the new sales paradigm and discusses how businesses must alter their selling models. Also discover what the real value of a sales force is today, what today's sales person looks like and what a 'selling system' is and how it helps increase the productivity of the sales person of the future. 

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. 

Islamic investment management today presents great opportunities, but setting up a compliant operation requires numerous considerations. Access this white paper to uncover 5 steps that will ensure a Shari’ah-compliant portfolio. 

This podcast will focus on the content of a new KnowledgeStorm research report, the second in a series of studies looking at the impact emerging online applications have on B2B technology marketing. The research finds that blogs and Real Simple Syndication (RSS) are catching on more quickly than previously thought. 

This e-book, packed with four expert articles, highlights SAP's solution to sales order management, offering insight into its CRM, ERP and supply chain management components. Read these insightful articles now to learn about this option's strengths and weaknesses, how to properly define the sales process and so much more. 

On October 24, 2005, Hurricane Wilma made landfall in Florida. Damage in Florida alone totaled more than $26 billion, and in some areas power was out for two weeks. This 2-page case study explroes how 

This paper offers insight into an option that capitalizes on predictive analytics, enabling your business to target, optimize and automate your customer-centric interactions. Read this now and learn from other successful companies 10 pivotal tips - including careful planning and setting goals - that will help you craft the perfect data mining plan.