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Your search for keyword: Financial Crm Presentation returned 296 results.
 
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Topics Related to Your Search

Customer Relationship Management (CRM) | Customer Service (General) | Customer Experience Management (CEM) | Customer Information Management/ Customer Databases | Customer Data Integration | Customer Interaction Management | Business Intelligence Solutions | Sales Management | Enterprise Financial Management Solutions | Business Process Management (BPM)

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Increase Workforce Productivity Using Microsoft Dynamics CRM and Windows Mobile by Microsoft

September 09, 2009 - (Free Research) In this presentation, we explain how Microsoft can help your employees be more nimble, productive, and responsive to your customers by providing them with access to the critical information they need to make decisions.
(WEBCAST) VIEW ABSTRACT | GO TO WEBCAST

Surviving and Thriving in a Challenging Market: How Customer-centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty by Pivotal CRM, a CDC Software solution

February 20, 2009 - (Free Research) 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.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Introduction to Microsoft Dynamics CRM Online by Microsoft

September 09, 2009 - (Free Research) This webcast, with an introduction from Steve Ballmer, Microsoft CEO, examines the importance of CRM software has on a company’s bottom line.
(WEBCAST) VIEW ABSTRACT | GO TO WEBCAST

High-End Real Estate Company JBMRA Puts Mobile Brokers in Prime Position to Increase Sales—with Microsoft Dynamics CRM Live by Microsoft

September 10, 2009 - (Free Research) Microsoft Dynamics CRM Live eliminated the risk of losing decentralized customer data. The firm's information is protected on Microsoft hosted servers that utilize reliable data backup processes and technologies. The application allows mobile users to access and input data on the move, something that brokers could not do previously.
(CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Make CRM Work the Way Salespeople Do by Oracle Corporation

October 08, 2009 - (Free Research) This white paper examines how traditional CRM technologies, while valuable in helping organizations manage customers and revenues, have not really assisted the salesforce do their jobs.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Presentation Transcript: Optimizing Business Performance with Automated Accounts Payable Processing for your SAP System by ReadSoft

November 05, 2009 - (Free Research) In this transcript food pioneer Rich Products shares the strategies that streamlined their payable processes, consolidated AP processing from 19 locations to one and saved them six figures in discounts.
(PRESENTATION TRANSCRIPT) VIEW ABSTRACT | GO TO

Cashing in on Customer Intelligence in the Financial Services Industry by Infor CRM

October 22, 2009 - (Free Research) In this 1to1 Executive Dialogue, Don Peppers and Steve Muran talk about the importance of customer retention, the need to integrate disparate sources of data, and the opportunity for financial institutions to rebuild customer trust as a means to competitive advantage.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Making Interactions More Intelligent Across All Channels in the Retail Finance Industry by Infor CRM

July 22, 2009 - (Free Research) In this paper you will learn the best practices and the bottom-line benefits in multi-channel inbound marketing. Read on to learn more about multi-channel inbound marketing and how Infor CRM Epiphany Inbound Marketing for Retail Finance can help drive revenue out of each customer interaction.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

How to Profit in a Downturn: 4 Customer-centric Strategies for Growth in a Challenging Market by Pivotal CRM, a CDC Software solution

February 20, 2009 - (Free Research) 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.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools by Pivotal CRM, a CDC Software solution

February 20, 2009 - (Free Research) 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.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Microsoft Dynamics RoleTailored Business Productivity: "Software Designed for Your People" by Microsoft

March 01, 2007 - (Free Research) By automating and streamlining financial, customer relationship and supply chain processes, Microsoft Dynamics brings together people, processes and technologies, increasing the productivity and effectiveness of the business, and helping drive business success. Explore the Microsoft Dynamics Customer Model and how it's reflected in this software.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Relavis CRM: Exclusively for Lotus Notes by Relavis Corporation

September 16, 2009 - (Free Research) CRM is all about sharing knowledge to drive more revenue and better support your customers. Relavis CRM will provide you with all the information you need to make the right decisions about your customers and prospects.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Optimize Customer Experience to Achieve Competitive Advantage by Wipro Technologies

October 21, 2009 - (Free Research) Outsourcing Center and Wipro performed a survey that aimed to gauge how banking institutions are doing with their customer experience initiatives. While not a complete picture of how these financial institutions are progressing with their customer experience efforts, survey results point to some general trends and beliefs in this important area.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Innovative Marketing Strategies for Individual and Personal Lines Insurers by Infor CRM

July 22, 2009 - (Free Research) In this paper you will learn just how important each customer interaction is and how companies are turning to Infor CRM Epiphany Inbound Marketing for Insurance to be able to manage their customers on a highly personal basis which greatly increases customer loyalty and satisfaction which will ultimately increase sales and profitability.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Next Generation Customer Focus: Strategies and Business Activities Necessary for World-Class Performance and Success by Infor CRM

October 23, 2009 - (Free Research) This paper focuses on consumer products manufacturers and the strategy of customer-focused innovation, exploring NGM study questions and examines business areas where customer-focused innovation has potential to influence performance outcomes. Read on to learn how ways to effectively identify and satisfy customer demand.
(WEBCAST) VIEW ABSTRACT | GO TO WEBCAST

Drive Business Processes: Achieving the "Last Mile" of Business Productivity by Microsoft

March 01, 2007 - (Free Research) Bring the two most powerful information systems in your business together more intuitively and more completely than ever before. Microsoft Dynamics and the Microsoft Office system work together in new ways to help workers reach the information and people they need to be productive and deliver excellent customer service.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Retailers' Response to the Global Economy Downturn - Enabling Immersive Shopping Experiences by Oracle Corporation

March 09, 2009 - (Free Research) This white paper will explore the global retail industry's movement towards the attainment of total immersive shopping experience (ISE) abilities, and discuss how integrated customer relationship management (CRM) software suites will represent the key technological enabler to achieve this fundamental strategic business objective.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Long-Term Data Protection and Retention: Finding the Correct Balance by Quantum Corporation

March 18, 2009 - (Free Research) Tape remains the most cost effective, energy efficient and reliable program technology for storing large amounts of inactive, off-line or near-line data while complimenting disk-based data protection and retention solutions. Read this paper and find out why.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Protecting and Nurturing Your Brand: Maintain and Grow Brand Value in a Time of Crisis by SAP America Inc

June 05, 2009 - (Free Research) There are many elements that impact a company's brand. Concentrating on a select few lets you control financial investment while maximizing the returned benefit. This SAP Executive Insight focuses on efforts that target a key set of brand-related opportunities and describes how companies can strengthen brand value even in a recession.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Warehouse Management Today: Balancing Financial Pressures and Growing Demands by SAP America Inc

January 23, 2009 - (Free Research) This paper explains why a warehouse management system (WMS) is one of the key technologies required to create a successful adaptive supply chain network. This system enables the extended warehouse to sense and respond to a variety of business requirements and meet complex and changing customer needs.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

The Total Economic Impact™ Of Esker DeliveryWare by Esker Inc.

July 10, 2009 - (Free Research) Read this commissioned Total Economic Impact (TEI) study conducted by Forrester Consulting on behalf of Esker to learn more about how beneficial going paperless can be for your company and how Esker DeliveryWare can help today.
(ANALYST REPORT) VIEW ABSTRACT | GO TO ANALYST REPORT

The Total Economic Impact Of DMExpress by Syncsort

August 25, 2008 - (Free Research) The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of DMExpress on their organizations. Forrester’s aim is to clearly show all calculations and assumptions used in the analysis.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Management Excellence: Leveraging Technology and Techniques by Oracle Corporation

November 01, 2008 - (Free Research) One in a series of white papers about management excellence, this white paper describes the techniques and technologies that organizations should master on their way to management excellence.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Enhance Your Business Banking Client Relationships with RIA Technologies by Actuate

September 10, 2009 - (Free Research) Web 2.0 applications have forever changed the way that consumers interact with financial firms and those experiences have raised their expectations for online banking. Banks can now deliver Rich Internet Applications that automate business processes while providing a user experience that elicits real enthusiasm in the marketplace.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Get the Facts on Information Availability: Essential Data Protection, Recovery and Resiliency for Banks by Vision Solutions

January 2007 - (Free Research) The power of an information availability solution lies in its ability to transform any nonproductive, non-profitable downtime into the optimum level of value-producing business uptime.
(WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

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