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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

Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm by Advent Software, Inc July 01, 2009 - (Free Research) This guide is intended to help advisors who are considering going independent or who have already struck out on their own to better understand and navigate their technology options. (WHITE PAPER) GO TO WHITE PAPER

SEC Exam Survival Guide: Prepare in 12 Steps by Advent Software, Inc August 2008 - (Free Research) This Securities and Exchange Commission Exam Survival Guide provides you with the actions you can take to prepare for an SEC exam so that when the call comes, there is minimal stress and disruption to your firm. (WHITE PAPER) GO TO WHITE PAPER

Real Estate Firm Adopts Microsoft Dynamics CRM Online to Drive Up-Sell Opportunities by Microsoft April 2008 - (Free Research) Microsoft Dynamics CRM Online delivered the reliable solution Norris needed to safeguard, analyze, and share customer data with employees. His team can now use that data to much more effectively sell and up-sell his firm's products and services. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Executive Search Firm Implements New CRM System, Improves Productivity by 25 Percent by Microsoft April 2008 - (Free Research) Devine Capital had relied on Microsoft® Office Outlook® and the Encore contact management tool to meet this need. However, the Encore interface was rigid and did not integrate effectively with Outlook. After implementing Microsoft Dynamics™ CRM 4.0, time spent on daily administrative tasks was reduced by 25 percent. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Data Conversion in a System Migration: Best Practices for Compliance and Continuity by Advent Software, Inc January 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

Firm Boosts Collaboration, Responsiveness to Customers with Unified Communications by Microsoft August 2008 - (Free Research) This case study examines the benefits BSA LifeStructures was able to gain by deploying a communications solution using Microsoft Office Communications Server 2007, Exchange Server 2007with Unified Messaging, and LifeCam webcams. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

Staffing Service Coordinates Sales Activities, Utilizes Business Intelligence with CRM Solution by Microsoft April 2008 - (Free Research) Volt Information Sciences, Inc. provides staffing services, telecommunications, and information solutions to Fortune 100 customers. Executives completed an in-depth request for proposal process to narrow CRM solution options to four enterprise alternatives. They selected Microsoft Dynamics™ CRM because it best met the firm's usability, user.. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

The Global Small or Medium-Sized Business (SMB) by Cisco Systems, Inc. August 2009 - (Free Research) Raymond Boggs, vice president of SMB research for the global market intelligence firm IDC, recently talked to Cisco® about how companies can use unified communications to successfully conduct business in multiple countries - with or without offices in those countries. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Improve Lead Generation and Clean Up Your Pipeline: Generate Better Leads for Better Sales Results by Genius.com October 2009 - (Free Research) Quality leads result in easier/better sales. It is also agreed that taking time away from selling to generate leads cuts into sales productivity. Closer alignment between sales and marketing could improve both of these factors and reduce the disconnect that exists today. Read on to learn how to attack these costly and divisive issues. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Grow Your Business with the Visibility to Capture More Sales Opportunities - Part 2 by Microsoft September 2009 - (Free Research) Watch this webcast to learn of the features and benefits in the new version of Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM offers you innovative ways to access this powerful relationship management solution to empower your employees to respond quickly to customer demands and increase customer satisfaction. (WEBCAST) VIEW ABSTRACT | GO TO WEBCAST

Key Considerations in Building an E-mail Archiving and Compliance Strategy - Webcast by Hewlett-Packard Company October 2009 - (Free Research) In this webcast, learn how Brunel University solved their email management challenges of massive email growth, lengthy tape backups and long searches. Discover how to develop an email archiving strategy that automatically captures, preserves and manages all corporate emails for compliance regulations. (WEBCAST) VIEW ABSTRACT | GO TO WEBCAST

BI for Business Users: How IT Can Make Business Intelligence Easy for Everyone by IBM April 2009 - (Free Research) Today, the latest BI solutions put the power of advanced business intelligence into the hands of more people throughout the organization - improving the speed and accuracy of decision-making from top to bottom. Knowing your business, market, customers, and competition is critical for any organization. Read this for more... (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Laying the IT Security Foundation by Lumension April 2009 - (Free Research) Learn how in today's evolving threat landscape you need to lay the proper IT security foundation that proactively addresses the root cause of attacks such as Conficker. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Business Fitness Gets in Shape with GoToMeeting Corporate with GoToWebinar by Citrix Online March 2009 - (Free Research) This new case study explores how Citrix® GoToMeeting® Corporate with GoToWebinar® has transformed Business Fitness's sales and marketing efforts, enabling the company to significantly reduce costs, speed up the sales cycle and vastly improve nurturing efforts. (CASE STUDY) VIEW ABSTRACT | GO TO CASE STUDY

When Pressing the Send Button Results In Compliance Violations by WatchGuard Technologies, Inc. October 2009 - (Free Research) Protecting confidential data is serious business. Failure may result in fat fines and even jail time -- not to mention damage to your brand. WatchGuard's easy-to-use, all-inclusive email and web secure content and threat prevention appliances offer a complete data protection solution. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Sales 2.0: How Businesses Are Using Online Collaboration to Spark Sales by Oracle Corporation September 2008 - (Free Research) This white paper examines research that reveals how sales and marketing professionals who use collaboration and Sales 2.0 tools gain a competitive advantage over their peers who do not use them. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Go Green with Ease: Five Steps for Small IT Shops by Cisco Systems, Inc. February 2009 - (Free Research) Smart information technology (IT) practices reduce the environmental impact of conducting business, and help small and medium-sized businesses (SMBs) reduce expenses. (WHITE PAPER) VIEW ABSTRACT | GO TO WHITE PAPER

Top 10 Reasons Hackers Use the Web for Attacks by Blue Coat January 2006 - (Free Research) From desktop vulnerabilities to the impact open proxies, JavaScript, universal access to HTTP and the adoption of embedded HTML in email, this white paper presents the top ten scenarios hackers use the web to attack your infrastructure. (ARTICLE) VIEW ABSTRACT | GO TO ARTICLE

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