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SFA Reports
 
Enhanced Client Onboarding for Wealth Management
sponsored by Accenture
WHITE PAPER: This paper examines an accelerator for wealth management and Salesforce Financial Services Cloud, exploring how these technologies can help your company succeed in the face of digital disruption. Discover how these tools can boost CRM management, collaboration, analytics, and client onboarding.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Accenture

The Salesforce Admin's Guide to Document Generation
sponsored by Conga
WHITE PAPER: Document generation allows data from a CRM system to be put into a useable format. In order to harness all of the benefits of document generation, you first need to understand when, why, and how to begin a strategy. Inside, learn 3 scenarios when document generation is needed, the key stakeholders involved, and steps to starting a strategy.
Posted: 19 Apr 2017 | Published: 19 Apr 2017

Conga

E-Book: An Executive’s Guide to Customer Data Analytics and Customer Intelligence: How to Get More Out of Customer Data with Analytics Technology
sponsored by Infor CRM
EBOOK: The challenge facing many organizations is exactly how to deploy analytics to unlock insight from customer data. This e-book offers an executive overview of customer data analytics and customer intelligence, with deployment advice and best practices from top performers.
Posted: 15 Apr 2010 | Published: 15 Apr 2010

Infor CRM

Aligning CRM Metrics with Business Goals
sponsored by Insightly
EGUIDE: This exclusive e-guide unveils the latest best practices for aligning CRM metrics with business goals. You'll learn expert tips on leveraging metrics for Salesforce and the call center, as well as uncover the importance of keeping metrics to a minimum.
Posted: 07 Mar 2016 | Published: 03 Mar 2016

Insightly

Hitting Your Numbers: Creating Sales Excellence with Commercial Open Source CRM
sponsored by SugarCRM Inc.
WHITE PAPER: A CRM system can help drive sales performance, so the decision of which CRM provider is right for your sales organization is very important. This paper discusses the benefits of having SugarCRM® as your CRM provider and how it is based on commercial open source software, which gives the product a variety of benefits over other CRM providers.
Posted: 02 Jun 2009 | Published: 02 Jun 2009

SugarCRM Inc.

CRM Your Salespeople Will Love
sponsored by Oracle Corporation
WHITE PAPER: Customer Relationship Management (CRM) can bring enormous benefits to companies, but only if users adopt it. Explore user adoption problems and an overview of the newest CRM features designed to drive ease of use and high rates of user adoption.
Posted: 26 Sep 2007 | Published: 01 Sep 2007

Oracle Corporation

Salesforce Integration Guidebook
sponsored by Dell Boomi
WHITE PAPER: This guide explores ways organizations can benefit from Salesforce application integration, provides a step-by-step checklist for your integration project, and describes how to evaluate an iPaaS vendor.
Posted: 20 Jul 2016 | Published: 31 Dec 2014

Dell Boomi

Self-Service That Really Serves
sponsored by Oracle Corporation
WHITE PAPER: To truly meet the demands of the informed consumer, self-service solutions must have fully integrated e-commerce and e-billing systems that accommodate every aspect of the online customer experience. Read this free white paper to learn about all-in-one systems that build your brand and keep customers coming back.
Posted: 10 Jun 2009 | Published: 10 Jun 2009

Oracle Corporation

SAP Solutions for Information Workers: Empowering Salespeople
sponsored by SAP America, Inc.
SOFTWARE DEMO: Learn how SAP solutions for information workers allow salespeople to manage sales accounts, manage sales opportunities, and collaborate with co-workers, all while taking advantage of familiar user environments.
Posted: 15 Jun 2007 | Premiered: 15 Jun 2007

SAP America, Inc.

How Technology is Changing the Role of Sales Professionals Using Salesforce.com
sponsored by Canon Information & Imaging Solutions
EGUIDE: This E-Guide examines how technologies are redefining sales roles, and provides insight into how businesses are re-evaluating sales management strategies – from hiring to compensation to internal business processes – to get ahead of the competition.
Posted: 16 Sep 2013 | Published: 16 Sep 2013

Canon Information & Imaging Solutions
 
 
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