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Your search for keyword: Firms Crm Requirements returned 639 results.
 
ALL RESULTS SOFTWARE SERVICES & RESELLERS HARDWARE RESEARCH LIBRARY
 
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Succession Planning for Advisory Firm by Advent Software, Inc
March 12, 2012 - (Free Research) 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.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Improving Sales Effectiveness In a Buyer's Market by SAP America, Inc.
April 18, 2012 - (Free Research) 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.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

IT in the UK SMB (Small and Medium sized Business) Sector by ComputerWeekly.com
January 04, 2012 - (Free Research) This report from Knowledge Peers and Pierre Audoin Consultants (PAC), reveals what leaders of Small and Medium-Sized Businesses (SMBs) think of IT – its strategic value, its potential, and the changing way in which it is being used in their organisations.
(IT BRIEFING) VIEW ABSTRACT | GO TO

Solving the Data Challenge for Real-Time Awareness and Risk Assessment: Webcast by VMware, Inc.
February 10, 2012 - (Free Research) Real-time, global data updates have become a critical business requirement for financial-services firms. Quick reactions require near-instant access to data, risk analysis and deeper computational analysis for effective decision making. View this webcast to learn how to better manage ever-increasing data volumes and transaction rates.
(WEBCAST) VIEW ABSTRACT | GO TO WEBCAST

Building a Clear and Socially Connected Enterprise by SAP America, Inc.
December 31, 2010 - (Free Research) 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.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap by Advent Software, Inc
January 05, 2009 - (Free Research) 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.
(WHITE PAPER) GO TO WHITE PAPER

Bringing Requirements to Life to Drive Collaboration and Agreement by Micro Focus
May 15, 2012 - (Free Research) <p>This white paper presents an effective way to establish a requirements definition (RD) process that reduces the need to rework requirements and speeds development time. Read more inside to learn how you can get started now.</p>
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

IDC Case Study: Optimizing eCommerce Decisions at TIAA-CREF by Oracle Corporation
December 16, 2010 - (Free Research) This IDC case study examines the benefits TIAA-CREF, a Fortune 100 financial services firm, gained from automating their eCommerce marketing. By deploying Oracle Real-Time Decisions, TIAA-CREF was able to apply intelligent process automation to customize online customer interactions.
(CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

The 10-Step Guide to Buying the Right CRM Solution by SugarCRM Inc.
July 12, 2011 - (Free Research) The CRM buying process can be reduced to a set of 10 steps that will help you pare down the field of potential solutions to a few vendors who are the best fit. This guide will allow you to move through 10 sets of steps.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Best Practices in Performance Measurement and Reporting: Understanding the Global Investment Performance Standards® by Advent Software, Inc
April 23, 2010 - (Free Research) Whether you are just starting a compliance program or need to fine-tune your existing process, this document will help you understand the steps involved in becoming GIPS compliant. It is not a substitute for the Standards themselves. It is designed to help you understand the value of compliance, what’s needed to achieve it, pitfalls to avoid.
(WHITE PAPER) GO TO WHITE PAPER

IT as a driver of M&A success by ComputerWeekly.com
March 09, 2012 - (Free Research) IT considerations are not given adequate attention or rigour in the due diligence prior to mergers and acquisitions, this report from Ernst & Young reveals.
(IT BRIEFING) VIEW ABSTRACT | GO TO

All SaaS Is Not Created Equal by Oracle Corporation
January 31, 2010 - (Free Research) Read this guide to learn five areas to consider when choosing a SaaS CRM solution.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Data Conversion in a System Migration: Best Practices for Compliance and Continuity by Advent Software, Inc
January 01, 2009 - (Free Research) This document is designed to help firms understand their data conversion options. It outlines what data is critical and must be converted for compliance purposes and business continuity, what data is not critical, the relationship between data conversion and reporting, and what to look for in a new technology provider relative to data conversion.
(WHITE PAPER) GO TO WHITE PAPER

CRM Solutions For The Finance And Insurance Industries by SAP America, Inc.
February 14, 2011 - (Free Research) Read this report to learn how Forrester Research rated 24 CRM solutions in terms of their strengths and weaknesses in supporting four key cross-functional processes in the finance and insurance industry.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

The Five Most Popular Uses of Data Virtualization by Composite Software
June 07, 2011 - (Free Research) Validated by leading analyst firms Gartner and Forrester, data virtualization is considered a “must have” in every enterprise’s data integration portfolio. This white paper discusses the five most frequently deployed data virtualization usage patterns.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

IDC - Best Practices in Business Continuity and Disaster Recovery by Riverbed Technology, Inc.
January 12, 2012 - (Free Research) Business continuity and disaster recovery can mean a rapid return to operations or financial downfall. This IDC white paper highlights the challenges and best practices for implementing continuity and recovery solutions, and details how Riverbed WAN optimization solutions enable firms to meet their recovery requirements.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Walk Before You Run: Incorporating Social Channels Into Your CRM Strategy by SugarCRM Inc.
November 08, 2010 - (Free Research) Social channels are here to stay and should be part of your customer engagement strategy, as you will be re­quired to integrate these new channels sooner, rather than later. This paper will help you build the best road map to customer success, integrating both old and new channels into your customer experi­ence strategy.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

The next wave of digitisation: setting your direction, building your capabilities by ComputerWeekly.com
September 05, 2011 - (Free Research) Companies need to make significant investments in digital skills and technologies if they are to meet the needs of their customers, Booz&Co argues in this report.
(IT BRIEFING) VIEW ABSTRACT | GO TO

Application Modernization in Practice: How NewEdge Revolutionized Their Brokerage Operations with VMware vFabric by VMware, Inc.
February 14, 2012 - (Free Research) In this webcast, join IDC analysts to learn how one leading company is modernizing its approach to custom business applications and data infrastructure to enable the speed, scalability, and performance needed to drive revenue growth and cost savings in today's high-pressure environments.
(WEBCAST) VIEW ABSTRACT | GO TO WEBCAST

Big Data and Agility Demands Threaten to Overwhelm Financial Institutions by Progress DataDirect
November 17, 2011 - (Free Research) This Gartner analyst report discusses the changing nature of data management tactics due to the demands of big data and the need for business agility in today's economy.
(ANALYST REPORT) VIEW ABSTRACT | GO TO ANALYST REPORT

6 Steps to Enterprise Resource Planning Implementation Success by IFS
January 2007 - (Free Research) Implementing Enterprise Resource Planning (ERP), Contact Relationship Management (CRM), and Enterprise Asset Management (EAM) is complicated. Here are six simple steps to take to manage that complexity.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Kennedys Uses Falconstor NSS to Virtualize Storage and Optimize IT Systems’ Performance and Efficiency by FalconStor Software
April 2012 - (Free Research) Watch this video to learn about the impressive array of benefits one company achieved through consolidation and virtualization.
(WEBCAST) VIEW ABSTRACT | GO TO WEBCAST

crystalreports.com for Salesforce.com: Exception and Sales Reporting by Business Objects
crystalreports.com is a Web-based report-sharing service that allows you to share Crystal Reports with the right people - simply and securely. Create advanced reports from your Salesforce.com data. Dig deeper for answers using graphs with drill down capabilities. View, schedule, refresh, and distribute reports online - inside Salesforce.com. 
(SOFTWARE PRODUCT)GO TO DETAILED REPORT

Optimizing Service Channels: Five Essential Tips for Balancing Customer Support and Controlling Support Costs by inContact
January 2011 - (Free Research) This white paper discusses the ways in which organizations are striving to maintain excellent customer service for all types of clients while at the same time controlling support costs. Read this white paper to learn more.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Counterparty Risk: Are We Leveraging Our Tools? by Sybase, an SAP company
February 2012 - (Free Research) While current technologies and techniques allow for more sophisticated and effective approaches to counterparty risk management than those that fell short in 2008, there are still barriers to successful adoption that will require organizational changes. Read this white paper to learn more.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

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