WHITE PAPER - The basic principles for managing an archiving project presented in this paper can help you initiate and plan an archiving strategy that meets your organization’s requirements.
Posted: September 4, 2009 | Published: February 1, 2008


Topics:  Backups | CRM | Customer Data Management | Customer Retention | Data Management | Enterprise Content Management

WHITE PAPER - To more clearly understand how wealth management firms are using Microsoft Dynamics CRM, Microsoft turned to IT advisory firm Mainstay Partners for an independent assessment. Mainstay Partners interviewed a number of firms to identify the measurable benefits they have achieved through deploying Microsoft Dynamics CRM.
Posted: August 25, 2009 | Published: August 25, 2009


Topics:  CRM | CRM Software | Customer Data Integration | Customer Data Management | Customer Profiles | Customer Service | Microsoft Outlook | Wealth Management

WHITE PAPER - This white paper explains how to use Encrypting File System (EFS), a feature that is provided by default in the Windows® operating system, to protect data in Microsoft Dynamics CRM clients for Outlook Compatibility Update running on Windows XP Professional Service Pack 2 (SP2).
Posted: August 25, 2009 | Published: June 28, 2007


Topics:  CRM | CRM Software | Database Security | Laptop Computers | Microsoft Outlook | SQL Server

WHITE PAPER - MarketingProfs recently conducted an in-depth study on perceptions, behaviors and lead generation performance. Download the MarketingProfs Report to read the study's full findings and to learn how you can effectively calculate and leverage lead generation ROI within your own organization.
Posted: August 21, 2009 | Published: December 1, 2008


Topics:  B2B | CRM | Customer Service | Customer Service Best Practices | Lead Generation | Lead Management | Marketing | Sales

WHITE PAPER - Using interactive media such as Webinars can help marketers effectively balance quality with quantity when it comes to lead generation. Download the white paper to learn more.
Posted: August 21, 2009 | Published: December 1, 2008


Topics:  B2B | CRM | Customer Service | Customer Service Best Practices | Lead Generation | Marketing | Web Conferences | Web Services | Webcasts

WHITE PAPER - This new white paper examines Webinar effectiveness at driving lead generation and outlines 9 best practices for using Webinars in a cohesive lead-generation campaign.
Posted: August 21, 2009 | Published: August 19, 2009


Topics:  B2B | CRM | Customer Service | Customer Service Best Practices | Lead Generation | Marketing | Web Conferences | Web Services | Webcasts

WHITE PAPER - Download this new MarketingSherpa study to discover the leading causes for attendees to drop out of Webinars and what you can do to sharpen your presentations.
Posted: August 21, 2009 | Published: August 19, 2009


Topics:  Communications Software | CRM | Customer Service | Customer Service Best Practices | Marketing | Presentation Software | Webcasts

WHITE PAPER - This new Quantum Leap Marketing white paper explores how to successfully market and sell services with Webinars so that you get maximum mileage out of your marketing budget.
Posted: August 21, 2009 | Published: June 1, 2009


Topics:  B2B | CRM | Customer Service | Customer Service Best Practices | Customer Support Software | Marketing | Sales | Sales Channels | Webcasts

WHITE PAPER - 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.
Posted: August 18, 2009 | Published: March 1, 2007


Topics:  CRM | CRM Software | Customer Data Management | Customer Service | Microsoft Office | Productivity | Software | Supply Chain Management | User Experience

WHITE PAPER - This white paper will review the obstacles to making business development a team sport and then will present best practices around people, process and technology for aligning the sales and marketing organization.
Posted: August 18, 2009 | Published: December 1, 2008


Topics:  Collaboration | CRM | CRM Software | Marketing | Productivity | Sales | Sales and Marketing Software | Sales Force Automation | Sales Representatives

WHITE PAPER - The main focus of this white paper is about revealing key factors in sales rep productivity, including what helps improve their efficiency (increasing selling time) and effectiveness (getting better results from the available selling time). Both are important and require strong leadership and teamwork between the sales and IT departments.
Posted: August 18, 2009 | Published: April 1, 2008


Topics:  CIOs | CRM | Knowledge Management | Metrics | Productivity | Sales | Sales Force Automation | Sales Representatives

WHITE PAPER - 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.
Posted: July 23, 2009 | Published: July 23, 2009


Topics:  CRM | CRM Best Practices | CRM Services | CRM Software | Marketing | Sales | Sales and Marketing Software

WHITE PAPER - Read this paper to learn how important an efficient and effective contact center is and how Infor CRM Epiphany Contact Center enables carriers to create a highly efficient, customer-centric, multichannel contact center, providing a better customer service experience and increasing customer loyalty.
Posted: July 22, 2009 | Published: July 22, 2009


Topics:  Contact Center Management | Contact Center Software | CRM | CRM Best Practices | Customer Interaction Services | Customer Loyalty | Customer Retention | Customer Satisfaction | Customer Service | Customer Service Best Practices

WHITE PAPER - 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.
Posted: July 22, 2009 | Published: July 22, 2009


Topics:  CRM | CRM Software | Customer Interaction Services | Customer Loyalty | Customer Retention | Customer Satisfaction | Customer Service | Customer Service Best Practices | Insurance Industry | Marketing

WHITE PAPER - Read this paper to learn how Event-triggered marketing has seen five times the response rate of non-timed mass-marketing campaigns and how your company can take advantage of event-based marketing by using Infor CRM Epiphany Outbound Marketing suite.
Posted: July 22, 2009 | Published: July 22, 2009


Topics:  CRM | CRM Best Practices | Customer Data Management | Customer Loyalty | Customer Retention | Customer Satisfaction | Customer Service | Customer Service Best Practices | Marketing