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White Papers and Articles

General | Financial Services | Healthcare Insurance | Home Building & Real Estate | Manufacturing | Medical Device Manufacturing |

General

• Pivotal CRM and Microsoft: Evolving in Lock Step
• The Deliverability "Top 5": A Best Practice Guide for E-mail Marketers
• The Workhorse Website Making the Web Your Killer App
• Automate the Friction Points that Slow Down Your Sales Force
• CRM and the Truth About Customer Satisfaction
• CRM in the Adaptive Enterprise
• Forrester Study: The Total Economic Impact of CDC MarketFirst
• How to Ensure That Your Employees Will Want to Use CRM
• Permission-Based Marketing: How to Partner with Your Customers, Not Pester Them
• Pivotal CRM: Empowering the Mobile Enterprise
• Pivotal Intelligent Internet Architecture: The Key to Low TCO
• Practical CRM Analytics: Business Insight You Can Use
• Silver Bullets from the Sales Masters
• The CIO's Guide to Delivering the Right CRM for Your Company: How to Keep Your System Integrity, Budget, Resources and Sanity Intact through CRM
• The CRM Discovery Kit: How to Choose, Build and Deploy the Right CRM
• The CRM Journey: From Productivity to Profit
• The Executive Guide to CRM Architecture: Why CRM Flexibility Will Impact Your Success
• The Integration Advantage
• The Marketing VP's Guide to Knowing Your Value and Making the Customer Connection
• The Sales VP's Guide to Helping your Team be a Profitable Selling Machine
• The Service VP's Guide to Helping Your Service Team Cultivate More Brand Loyalists
• CRM: The Essential Guide—5 Principles for CRM Success

Financial Services

• Account Managers Find CRM "Pivotal" to Their Operations
• Current Trends and Responses in Financial Services
• Essentials of CRM for Commercial Banking
• Surviving and Thriving in a Challenging Market: How Customer-Centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty
• It's a Small World After All: Globalization in Financial Services
• Essentials of CRM for Wealth Management
• Conquering the Credit Crunch: Client-Centric Survival Strategies for Investment Banks
• The Trust Factor
• Client-Centric Strategies for Thriving in a Downturn
• Web 2.0 and the Return of the Relationship
• Pivotal CRM: Leveraging Client Relationships to Increase Profitability in Financial Services
• Pivotal CRM: The Hub of the Brokerage Platform
• Uncovering the Opportunity in 22c-2 Compliance
• Hunting & Farming: Two Client Relationship Imperatives for Investment Managers
• Building Relationship Capital: Client Relationship Management for the Capital Markets
• Client Relationship Management for Asset Managers
• Pivotal Insight Investing in Relationships
• The Financial Services CRM Opportunity: Simpler, More Effective Relationship Banking

Healthcare Insurance

• Collaboration Starts with Payers
• The Healthcare Insurance CRM Opportunity: From Complexity and Frustration to Simplicity and Effectiveness
• The Paper Shuffle: What is it Really Costing You?

Home Building & Real Estate

• CRM in Home Building: Building Good Homes and Strong Relationships
• Generation Y Seeks Personalized Experience
• Pivotal CRM Home Builder Survival Kit
• The Workhorse Website Making the Web Your Killer App
• Best Practices to Create Customers for Life
• Building Brand: The Importance of Presenting a Unified Face
• Customer Care: From Cost Center to Profit Center with the National Association of Home Builders
• Introduction to Strategic CRM for High-Production Home Builders
• Making It Work: Putting Your "Customer for Life" Strategy into Action with the National Association of Home Builders
• Smart Marketing: Automated Marketing and Lead Management
• Strategy First: The Smart Approach to CRM
• Streamlined Selling: Secrets of Sales Success with the National Association of Home Builders

Manufacturing

• Managing Quotes, Contracts, and Pricing for Higher Profits: A Guide for Manufacturers
• Manufacturing Relationships: Innovate the Way You Go to Market

Medical Device Manufacturing

• Medical Device Manufacturers: Go to Market the Way You Innovate