Content by Pivotal CRM
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CRM Built for Sales: The Executive Guide to Selecting CRM that Meets Sales Needs
The sales organization is often the most important—and challenging—to win over with CRM. Learn how a company can ensure it selects a CRM system that will be embraced by sales users. -
CRM Built for Customer Service: The Executive Guide to Selecting CRM that Meets Service Needs
Learn how a company can ensure it selects a CRM system that will be embraced by service users and deliver maximum returns in the customer service department.
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CRM Built for Marketing: The Executive Guide to Selecting CRM that Meets Marketing Needs
Learn how a company can ensure that the marketing department’s needs are met when choosing an enterprise-level CRM system. -
CRM Built for IT: The Executive Guide to Selecting CRM that Meets IT Needs
Learn how organizations can ensure the CRM system they select will meet IT needs both today and in the future.
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Client Relationship Management for Asset Managers
Describes how CRM can help mutual fund wholesalers and institutional asset managers address core industry challenges and foster the relationships that form the bedrock of asset management. -
Uncovering the Opportunity in 22c-2 Compliance
Provides an overview of 22c-2 and its costs and risks. Also reveals ways mutual fund companies can leverage CRM systems to facilitate compliance and gain insight into sources of profitability,
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Building Relationship Capital: Client Relationship Management for the Capital Markets
Explains the role CRM can play in helping capital-markets firms streamline investment-banking activities, increase brokerage trade volume, and meet compliance challenges. -
Hunting & Farming: Two Client Relationship Imperatives for Investment Managers
“Hunting” is developing net new opportunities for the firm. “Farming” is nurturing relationships with existing clients. Learn why hunting and farming are both essential areas of focus for IM firms.
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CRM: The Essential Guide
Distills 5 key principles for CRM success that can help you develop a CRM strategy that is executable, measurable, and aligned with your company’s strategic goals. -
Essentials of CRM for Commercial Banking
Learn how commercial banks can use CRM strategies and technology to maximize client value, become trusted advisors, and streamline operations, contributing to revenues and gaining insight.
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Surviving and Thriving in a Challenging Market: How Customer-Centric Strategies Can Help FS Firms
Learn how financial services firms can use customer-centric strategies and CRM tools to maximize the value and loyalty of their client base, gain insight into new opportunities. -
Essentials of CRM for Wealth Management
Learn how wealth management firms can use CRM to build relationships as trusted advisors, maximize share of wallet, and increase productivity, contributing to revenues while gaining usable insight.
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Conquering the Credit Crunch: Client-Centric Survival Strategies for Investment Banks
Learn how investment banks can use client-centric strategies and CRM tools to maximize the value and loyalty of their client base, take advantage of global opportunities, and do more with less. -
The Top 3 Reasons CRM Initiatives (Still) Fail--And How to Avoid Them
Looks at the top 3 reasons CRM initiatives fail to achieve their goals and provides clear, practical recommendations for ensuring your CRM initiative avoids these pitfalls and delivers desired returns
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The Technology of Innovation: Using CRM to Enable Customer-Centric Innovation
Explores how the right CRM solution can help organizations foster and implement customer-centric innovation, enhancing customer experiences and internal efficiencies to create competitive advantage.
