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Reports on CRM Best Practices published by Pivotal CRM, a CDC Software solution


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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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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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The Technology of Innovation: Using CRM to Enable Customer-Centric Innovation
sponsored by Pivotal CRM, a CDC Software solution
White Paper: | Posted: 19 Oct 2009
Published:19 Oct 2009
Summary: This white paper highlights the important role technology can play in the innovation process and looks at how a customer-focused approach to innovation can be supported by flexible customer relationship management tools. It explains how businesses can use CRM to foster and implement customer-centric innovation, enhancing the customer experience.
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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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The Top 3 Reasons CRM Initiatives (Still) Fail - And How To Avoid Them
sponsored by Pivotal CRM, a CDC Software solution
White Paper: | Posted: 10 Jun 2009
Published:09 Jun 2009
Summary: This white paper looks at the top three reasons that CRM initiatives fail to achieve their goals and provides clear, practical recommendations for ensuring that your CRM initiative avoids these pitfalls and delivers desired returns.
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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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