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| All Resources by: |
| Pivotal CRM, a CDC Software solution |
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9 Matches |
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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: 10 Oct 2008
| | Published: | 10 Oct 2008 | |
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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Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 26 Sep 2008
| | Published: | 26 Sep 2008 | |
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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Empowering the Mobile Enterprise
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 26 Sep 2008
| | Published: | 26 Sep 2008 | |
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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Client Relationship Management for Asset Managers
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 26 Sep 2008
| | Published: | 26 Sep 2008 | |
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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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: 26 Sep 2008
| | Published: | 26 Sep 2008 | |
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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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: 26 Sep 2008
| | Published: | 26 Sep 2008 | |
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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CRM: THE ESSENTIAL GUIDE - Five Principles for CRM Success
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 19 Oct 2007
| | Published: | 03 Oct 2007 | |
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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The Executive Guide to CRM Architecture: Why CRM Flexibility Will Impact Your Success
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 04 Dec 2006
| | Published: | 01 Dec 2006 | |
Summary: |
This paper explores the different categories of customization. It discusses the role a flexible architecture plays in being able to customize with ease, as well as flexibility and importance in deploying, upgrading, and integrating your CRM system.
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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: 04 Dec 2006
| | Published: | 01 Dec 2006 | |
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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