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CRM without Compromise: A Strategy for Profitable Growth by SAP America Inc.
This white paper describes the concept of “CRM without compromise,” elucidating how organizations can maximize their results by taking a more structured, more...
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Topics Related to Your Search

Customer Relationship Management (CRM) | Business Intelligence Solutions | Business Process Management (BPM) | Customer Service (General) | Customer Information Management/ Customer Databases | Compliance Management/ Sarbanes-Oxley Compliance | Enterprise Resource Planning (ERP) | Collaborative Tools | Customer Data Integration | Customer Experience Management (CEM)

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Research Management Solutions: Bringing the Benefits of Automation to the Front Office by Advent Software, Inc

December 31, 2008 - (Free Research) How does a firm or fund manager assess his/her research management needs and choose the best solution? This document helps by identifying pain points in the research workflow that RMS must address, describing how RMS supports investment process and decision making, and highlighting key features to consider when evaluating RMS solutions.
(WHITE PAPER) GO TO WHITE PAPER

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) VIEW ABSTRACT | GO TO WHITE PAPER

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) VIEW ABSTRACT | GO TO WHITE PAPER

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) VIEW ABSTRACT | GO TO WHITE PAPER

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) GO TO WHITE PAPER

Webcast: Winning Strategies for the Evolving Legal Marketplace by BlackBerry

October 2009 - (Free Research) In this webinar, you'll learn about the rapidly changing state of law firms, how law firms must pay closer heed to business management issues to remain competitive. You'll hear the voice of the client and what law firms must do to succeed in the face of change.
(WEBCAST) VIEW ABSTRACT | GO TO WEBCAST

Service Delivery Innovation: Creating Client Value and Enhancing Profitability by SAP America Inc

January 2007 - (Free Research) This paper reviews the forces that affect the professional services market today, defines and explains the main pillars of service delivery innovation, and reviews the benefits firms derive from service delivery innovation.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm by Advent Software, Inc

July 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.
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Leveraging the Talent Supply Chain for a Competitive Advantage by SAP America Inc

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) VIEW ABSTRACT | GO TO WHITE PAPER

Real Estate Firm Adopts Microsoft Dynamics CRM Online to Drive Up-Sell Opportunities by Microsoft

April 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) VIEW ABSTRACT | GO TO CASE STUDY

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) VIEW ABSTRACT | GO TO CASE STUDY

Taking Control of Your Business: Growing Profitably in the Professional Services Market by SAP America Inc

January 2006 - (Free Research) This paper details how professional services firms can grow and thrive in a difficult market by enhancing project visibility, maximizing resource utilization, improving operational efficiency, and successfully acquiring more customers.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

BI for Small and Mid-sized Businesses by LogiXML

October 2009 - (Free Research) This paper dispels some myths about BI in smaller companies and outlines the main options at your disposal.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

SEC Exam Survival Guide: Prepare in 12 Steps by Advent Software, Inc

August 2008 - (Free Research) This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm.
(WHITE PAPER) GO TO WHITE PAPER

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) VIEW ABSTRACT | GO TO WHITE PAPER

Emerging Opportunities for Accounting Firms in a Changing Economy by BlackBerry

October 2009 - (Free Research) In this research report, we examine five of the critical issues that are creating new opportunities for the accounting profession and nine key strategies for obtaining competitive advantage.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Improve Lead Generation and Clean Up Your Pipeline: Generate Better Leads for Better Sales Results by Genius.com

October 2009 - (Free Research) Quality leads result in easier/better sales. It is also agreed that taking time away from selling to generate leads cuts into sales productivity. Closer alignment between sales and marketing could improve both of these factors and reduce the disconnect that exists today. Read on to learn how to attack these costly and divisive issues.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

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) VIEW ABSTRACT | GO TO WEBCAST

Staffing Service Coordinates Sales Activities, Utilizes Business Intelligence with CRM Solution by Microsoft

April 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) VIEW ABSTRACT | GO TO CASE STUDY

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) VIEW ABSTRACT | GO TO WHITE PAPER

Email Security: Magic Quadrant for Email Security Boundaries, 2008 by Proofpoint, Inc.

October 2009 - (Free Research) The email security market is maturing, but speed and breadth of spam detection, and management and reporting capabilities, continue to differentiate vendors. This paper will discuss what you need to know about spam filtering, outbound content filtering, and available email security solutions in various delivery models.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

State of the Data Integration Market by Oracle Corporation

November 2008 - (Free Research) This white paper reviews the state of the market for data integration for 2008 and 2009. It defines data integration, discusses the trends in the data integration market, and provides lessons learned from real implementations.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools by Pivotal CRM, a CDC Software solution

February 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) VIEW ABSTRACT | GO TO WHITE PAPER

The Buyside and the Three Phase Evolution of Electronic Trading by Advent Software, Inc

December 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) GO TO WHITE PAPER

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) VIEW ABSTRACT | GO TO CASE STUDY

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