A Pocket Guide for Financial Services

  • Source: CrownPeak
  • Written By:
  • Published:
  • (Originally Published On:) )
You've made the effort and created a great brand—but how do you ensure it stays intact as you diversify across multiple marketing channels, and product and service lines? Combining Web operations into an integrated marketing tool for acquisition, retention, and cross-sell can provide your company with many benefits. Learn how with 7 tips for centralizing your Web management strategy with a content management system (CMS).

Featured Software Research:

Cloud Communications Services: Five Questions You Need to Address for Success

Many businesses have been successfully using cloud-based applications for years, but following this path for communications is much more recent. For some businesses cloud communications just means VoIP telephony, while others include applications such as video, text, chat, messaging, email, conferencing, etc. This guide addresses five key questions to help you determine how the cloud aligns with your business communications needs—including reasons to use the cloud, who the cloud is best for, whom you should partner with for cloud communications, when moving to the cloud is best, and how your business should deploy cloud communications—along with a frame of reference for identifying the right conditions for cloud adoption. Read More

Cloud Accounting Evaluation Guide

Cloud computing changes the landscape for financial accounting software. The challenge today is to separate the innovative leaders of the financial accounting software space from the also-rans trying to pass off old technology. This guide will help readers understand the very different choices they may have to consider and decisions they may need to make when selecting their next financial accounting software solution. Read More

The Wizards Behind Google Apps: Advice for Admins From Admins

Your organization’s IT staff is crucial to the successful implementation and maintenance of Google Apps. In this white paper, learn how to help your IT department get ready for the move to Google Apps and hear from a variety of IT specialists that have already been through the transition process. Read first-hand accounts from IT experts about the collaborative and financial benefits of switching to Google Apps’ cloud services, the ease of the data migration process, and how to use Google Apps Directory Synch (GAPS) to configure and synchronize accounts. Learn details on how to protect your data with the use of Google Vault and other third-party services to monitor data storage and further secure your information. An overview of mobile device management is also provided.

No transition is problem-free, so this Google Apps guide offers a comprehensive list of other helpful resources for reference, if any issues present themselves during transition and training. Ten time-saving tips for setting up efficiently are also included. Google Apps recommends starting by slowly introducing Gmail and Drive across your organization, adding and expanding Google Apps tools with the success of this base introduction. Learn how your IT department will save time as cloud-based software improves rapidly, adding and improving features on a monthly basis with little interruption to your organization. Following the guidelines in this white paper, you’ll ensure the smoothest possible transition to Google Apps. Read More

You may also be interested in these related documents:

The Financial Close: Optimizing Performance and Driving Financial Excellence

  • Source: SAP
  • Written By:
  • Published:
“Financial close” is a company’s ability to complete accounting cycles and produce financial statements for internal management and external legal reporting—and is still a key part of today’s global finance function. Do you know how to overcome the barriers to a fast, high-quality close? Discover solutions that can help you improve your close times and address the challenges of automating and testing internal controls. Read More

Content Management System Pocket Guide

As with any project, implementing a new content management system (CMS) for your web site must start with a set of ideas outlining the types of services, capabilities, and desired outcomes you wish to have. Choosing the right Web CMS will undoubtedly take some time, but with the proper guidance—and this handy system pocket guide—you’ll be on your way to a successful implementation and a number of new opportunities. Read More

17 Rules of the Road for Customer Relationship Management

  • Source: Sage
  • Written By:
  • Published:
Customer relationship management (CRM) is more than a product—it’s a philosophy. That’s why, when it comes to CRM systems, it’s important to understand all the benefits of an integrated application before beginning the selection process. After all, just as a chain is only as strong as its weakest link, a CRM solution is only as good as its implementation. Read More
 
comments powered by Disqus