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Beyond the Thin Client: Why a Smart Client CRM Solution May Be a Smarter Choice
sponsored by Pivotal CRM, a CDC Software solution
 | White Paper: | Posted: 11 Nov 2009
| | Published: | 11 Nov 2009 | |
Summary: |
This white paper compares and contrasts the two primary alternatives to thin clients and examines the differentiating characteristics that could impact your CRM implementation. Read on to learn why a smart client CRM solution may be a smarter choice.
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Client Relationship Management for Asset Managers
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 20 Feb 2009
| | Published: | 20 Feb 2009 | |
Summary: |
This white paper describes how client relationship management (CRM) technology can help mutual fund wholesalers and institutional asset managers address these core industry challenges and effectively foster.
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CRM Built for Customer Service: The Executive Guide to Selecting CRM that Meets Service Needs
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 20 Feb 2009
| | Published: | 20 Feb 2009 | |
Summary: |
This paper explores core principles companies can use to help them select a CRM system.
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CRM Built for IT: The Executive Guide to Selecting CRM that Meets IT Needs
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 11 Nov 2009
| | Published: | 11 Nov 2009 | |
Summary: |
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.
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CRM Built for Marketing: The Executive Guide to Selecting CRM that Meets Marketing Needs
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 23 Jul 2009
| | Published: | 23 Jul 2009 | |
Summary: |
How can a company ensure that their marketing department's needs are represented when choosing an enterprise-level CRM system? This white paper provides core principles companies can use to help them select a CRM system that each marketing team member feels was built just for them.
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CRM Built for Sales: The Executive Guide to Selecting CRM That Meets Sales Needs
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 20 Feb 2009
| | Published: | 20 Feb 2009 | |
Summary: |
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.
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CRM: THE ESSENTIAL GUIDE - Five Principles for CRM Success
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 20 Feb 2009
| | Published: | 20 Feb 2009 | |
Summary: |
This paper explains how, Customer Relationship Management (CRM) is first and foremost a strategy. This guide provides insight to help you take a more customer-centric view of your business.
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Empowering the Mobile Enterprise
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 20 Feb 2009
| | Published: | 20 Feb 2009 | |
Summary: |
This paper explains how enterprises can achieve a competitive advantage by giving remote workers access to complete CRM application functionality, with or without network connectivity.
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Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 20 Feb 2009
| | Published: | 20 Feb 2009 | |
Summary: |
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.
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How to Ensure That Your Employees Will Want to Use CRM
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 20 Feb 2009
| | Published: | 20 Feb 2009 | |
Summary: |
This paper outlines the technology building blocks that enable you to create an information-rich environment that empowers your workforce to perform at its peak. Learn how to use data to its fullest--without having to become IT experts.
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How to Profit in a Downturn: 4 Customer-centric Strategies for Growth in a Challenging Market
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 20 Feb 2009
| | Published: | 20 Feb 2009 | |
Summary: |
In this white paper, learn how your organization can use customer-centric strategies and CRM tools to maximize the value and loyalty of your customer base. Gain insight into new areas of opportunity and do more with less in a time of economic uncertainty.
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Microsoft Podcast: Pivotal CRM Innovates with Microsoft Technologies
sponsored by Pivotal CRM, a CDC Software solution
 | Podcast: | Posted: 18 Nov 2009
| | Premiered: | 18 Nov 2009 | |
Summary: |
This podcast explains how Pivotal 6 increases user adoption and productivity by mirroring the familiar Microsoft interface and embedding Microsoft Outlook and SharePoint within the CRM system.
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Pivotal CRM: Built For Sales
sponsored by Pivotal CRM, a CDC Software solution
 | Product Demo: | Posted: 23 Jul 2009
| | Published: | 23 Jul 2009 | |
Summary: |
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.
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Surviving and Thriving in a Challenging Market: How Customer-centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 20 Feb 2009
| | Published: | 20 Feb 2009 | |
Summary: |
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.
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The Last Software You'll Ever Buy? The CRM Platform as Development Platform
sponsored by Pivotal CRM, a CDC Software solution
| Podcast: | Posted: 18 Nov 2009
| | Premiered: | 18 Nov 2009 | |
Summary: |
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.
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