WHITE PAPER:   Posted: 10 Oct 2008 | Published: 10 Oct 2008
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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WHITE PAPER:   Posted: 26 Sep 2008 | Published: 26 Sep 2008
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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WHITE PAPER:   Posted: 26 Sep 2008 | Published: 26 Sep 2008
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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WHITE PAPER:   Posted: 26 Sep 2008 | Published: 26 Sep 2008
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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WHITE PAPER:   Posted: 26 Sep 2008 | Published: 26 Sep 2008
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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WHITE PAPER:   Posted: 26 Sep 2008 | Published: 26 Sep 2008
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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WHITE PAPER:   Posted: 19 Oct 2007 | Published: 03 Oct 2007
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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WHITE PAPER:   Posted: 04 Dec 2006 | Published: 01 Dec 2006
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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WHITE PAPER:   Posted: 04 Dec 2006 | Published: 01 Dec 2006
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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