CDC_pivotal_CRM

While portfolio performance forms the bottom line in most investment decisions, asset managers are increasingly realizing that there are other important factors in client satisfaction that they cannot afford to ignore. The level of service and personalization provided by asset managers—whether directly to clients, to consultants and influencers, or via the broker-dealer channel—can have a significant effect on an asset management firm's ability to cultivate client loyalty.

A CRM application's total cost of ownership (TCO) extends well beyond just the initial licensing and implementation fees to include the cost of customizing, integrating, deploying, and administering CRM on an ongoing basis.

In the beginning, someone raises a hand and says Yes—tell me more. From that moment on, a company becomes engaged in one of the most critical functions that impacts sales success: lead management. It's an intricate, complex process spanning both marketing and sales professionals. In order to make sure leads are properly targeted, distributed, tracked and acted upon, companies need a unified system that makes the entire process more visible and collaborative. From initial marketing campaign plann

Standard & Poor's Money Market Directories (MMD) is the preeminent source for information concerning plan sponsors and their service providers. MMD delivers the data institutional asset managers need to position, market, and sell their products and services more effectively by giving them access to 300,000 qualified key decision-makers for $48 trillion in investment capital. Now, institutional asset management firms can enjoy access to MMD data directly within their Pivotal CRM for Institutional

Customer relationship management continues to be a vital strategy for achieving higher profitability, improved productivity, lower costs, stronger customer retention, and greater insight into customer and prospect behavior—whatever the economic environ¬ment. But while CRM success rates have risen dramatically over the years, many companies still struggle to achieve the return on investment they anticipated. This white paper looks at the top three reasons that CRM initiatives fail to achieve thei

After evaluating a number of options, Syngenta implemented Pivotal CRM, largely because of its ability to streamline customer records and build a complex database of end-user product usage. In 2010, after 12 years of total CRM support from CDC Software, the maker of Pivotal CRM, Syngenta reviewed the market options and established that no other commercial CRM solution could match the pinpoint customer intelligence generated by Pivotal CRM, nor had the feature flexibility that enabled Syngenta to

The Pivotal CRM team has partnered with Pervasive Software to rapidly connect EnterpriseOne and Pivotal Homebuilder Front Office, reducing the time, cost, and risk associated with enterprise application integration. This partnership gives homebuilders the best of both worlds: EnterpriseOne, a stable, proven back-office homebuilder management system, and Pivotal Homebuilder Front Office, a flexible, enterprise-wide marketing, sales, and customer care solution that tightly integrates processes acr

Pivotal CRM has the proven ability to dramatically increase productivity, grow assets under management, and foster strong client relationships in the institutional asset management business. The Pivotal CRM approach ensures a faster time-to-market with a lower total cost of ownership by delivering financial-services solutions on the flexible and scalable Microsoft-technology-based Pivotal CRM platform, which supports rapid and easy customization, integration, and deployment. Institutional asset

By using a thoughtful and strategic approach to social CRM that follows the best practices set out above, powered by a comprehensive social CRM solution such as Pivotal Social CRM, your business can quickly harness the vast potential of the social web for measurable business value.

The customer care process is very important in creating and reinforcing a company brand, and a customer relationship management (CRM) system is key to helping builders ensure consistency and quality on that level. I'll focus on how builders can use CRM to support best practices in customer-care operations