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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 |

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 |

A Guide to the Value of Reliable Data in Retail Banking by DataFlux Corporation November 02, 2009 - (Free Research) Banks need to get smarter, attract the right customers, implement customer level risk management, and implement risk adjusted customer relationship pricing and all of this is dependent on trusted data. This paper examines the impact of unreliable data on retail banks. It then defines the requirements needed to guarantee data reliability in banking.  (WHITE PAPER) READ ABSTRACT |

Switching from Salesforce.com to Microsoft Dynamics CRM Helps Jones Lang LaSalle Implement Global Enterprise Model by Microsoft July 22, 2008 - (Free Research) Microsoft Dynamics CRM has enabled Jones Lang LaSalle to share customer and account information globally, while still offering functionality tailored to the unique processes of its many business units and more than 700 local offices.  (CASE STUDY) 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)

Podcast: Windows Server 2008 R2: Active Directory, Group Policy and the NEW Terminal Services by Dell and Microsoft November 19, 2009 - (Free Research) This podcast explores the key changes made to Windows Server 2008 R2 in Active Directory, Group Policy and Terminal Services. Discover how your organization can leverage these improvements for reduced costs, increased control and improved efficiency.  (PODCAST) READ ABSTRACT |

Windows Server 2008 R2: Active Directory, Group Policy and the NEW Terminal Services by Dell and Microsoft November 19, 2009 - (Free Research) This webcast explores the key changes made to Windows Server 2008 R2 in Active Directory, Group Policy and Terminal Services. Discover how your organization can leverage these improvements for reduced costs, increased control and improved efficiency.  (WEBCAST) READ ABSTRACT |

Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm by Advent Software, Inc July 01, 2009 - (Free Research) This guide is intended to help advisors who are considering going independent or who have already struck out on their own to better understand and navigate their technology options.  (WHITE PAPER)

PowerTech Product Enables Lean IT Department to Share Responsibilities & Comply with Audits by PowerTech September 25, 2009 - (Free Research) Learn how the IT department of C&D Technologies used PowerTech's Authority Broker to meet their compliance, security and reporting requirements. With Authority Broker installed, you'll be able to meet audit requirements by managing and monitoring IT staff’s access to production systems, and protect critical corporate assets.  (CASE STUDY) READ ABSTRACT |

Mortgage Company Uses DataFlux Technology to Improve Reporting, Manage Compliance by DataFlux Corporation January 14, 2009 - (Free Research) Read how using DataFlux technology, this financial company implemented a data governance program, creating more complete and accurate data and drastically reducing the time needed to comply with Federal reporting regulations.  (CASE STUDY) READ ABSTRACT |

HEALTHsuite® - Claims Processing Software by RAM Technologies, Inc. HEALTHsuite is an administrative claims processing system designed for health plans and other health care organizations. Rich in features and functions to support health plans of all sizes and types, HEALTHsuite supports all aspects of health care administration including HMO, Consumer Driven, Medicare, Medicaid and Federal Health Benefits.  (ASP & SOFTWARE PRODUCT)

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 |

FACTS ADMIN - Advanced Technologies for Expert Health Claims Management by Ebix Health, Inc. January 2004 - (Free Research) FACTS ADMIN is a fully automated, real-time policy administration system - with support for membership enrollment and eligibility management, premium administration, accounts payable, and administration of broker commissions.  (ARTICLE) READ ABSTRACT |

CRM Built for IT: The Executive Guide to Selecting CRM that Meets IT Needs by Pivotal CRM, a CDC Software solution November 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 |

Dell Equallogic PS Series and VMware View Enhance Virtual Desktop Project Success by Dell, Inc. May 2009 - (Free Research) Read this white paper to to learn how VMware View can help IT administrators decrease operating costs by centralizing management, data protection and security.  (WHITE PAPER) READ ABSTRACT |

Symantec Workspace Profiles by Symantec October 2009 - (Free Research) SWP is a new software product from Symantec's Endpoint Virtualization group. SWP separates (virtualizes) the user's profile (user data, settings and personality) from the underlying operating system allowing users to easily roam from device to device, work on two sessions simultaneously, or access their profile in the context...  (SCREENCAST) READ ABSTRACT |

How to Embrace CRM and Make it Succeed in Your Organization by SYSPRO October 2009 - (Free Research) This White Paper shows you how the Customer Relationship has changed and what companies are doing to secure those customers.  (WHITE PAPER) READ ABSTRACT |

Make CRM Work the Way Salespeople Do by Oracle Corporation October 2009 - (Free Research) This white paper examines how traditional CRM technologies, while valuable in helping organizations manage customers and revenues, have not really assisted the salesforce do their jobs.  (WHITE PAPER) READ ABSTRACT |

CRM Whitepaper: Using Business Rules to Increase Opportunities for Upsell, Cross-Sell and Customer Satisfaction by IBM November 2009 - (Free Research) This white paper discusses one of the most effective ways to extend CRM functionality to competitively enhance your customers' experiences.  (WHITE PAPER) READ ABSTRACT |

The Last Software You'll Ever Buy? The CRM Platform as Development Platform by Pivotal CRM, a CDC Software solution November 2009 - (Free Research) Can't decide whether to build or buy a CRM system? This podcast presents a third solution that is an application development platform that provides the building blocks for faster, cost-effective application development that achieves a better fit for your business’ processes.  (PODCAST) READ ABSTRACT |

Do Extraordinary Things Everyday with Microsoft Dynamics CRM! by Microsoft September 2009 - (Free Research) In this webcast, we show you how the productivity of your sales, customer service, and marketing teams can be dramatically increased by taking advantage of the enhancements in the newly released Microsoft Dynamics CRM 4.0.  (WEBCAST) READ ABSTRACT |

Global Real Estate Management Firm Chooses CRM Solution to Reduce TCO, Enhance Service by Microsoft June 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 |

Microsoft Dynamics CRM Online Case Study: Data Reduction Systems by Microsoft September 2009 - (Free Research) Learn why Data Reduction Systems, an information and data retention service provider switched Microsoft Dynamics CRM from salesforce.com to improve all areas of customer management.  (CASE STUDY) READ ABSTRACT |

Increase Workforce Productivity Using Microsoft Dynamics CRM and Windows Mobile by Microsoft September 2009 - (Free Research) In this presentation, we explain how Microsoft can help your employees be more nimble, productive, and responsive to your customers by providing them with access to the critical information they need to make decisions.  (WEBCAST) READ ABSTRACT |

Pivotal CRM: Built For Sales by Pivotal CRM, a CDC Software solution July 2009 - (Free Research) In this multimedia demo, learn how Pivotal CRM's flexible, innovative features and design give sales users an edge and make them feel the system was built just for them.  (PRODUCT DEMO) READ ABSTRACT |

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