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Bill's Blog
Author: brourke Created: 1/30/2008 8:36 AM
A Blog by Bill
Does Your CRM Still Support Your Business Processes
By brourke on 10/22/2008 3:27 PM
CRM techology is intended to support a firm's processes and strategies. Often, a firm will find a CRM implementation done several years ago is not supporting the business. The reason is that the CRM processes are no longer in sync with the business processes.
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Key Success Factors for CRM
By brourke on 2/13/2008 3:58 PM
We see some common success factors with the CRM installs we have done over the past 10 years. Hopefully the factors will help companies looking at a CRM installaiton
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CRM Split between technology and business knowledge
By brourke on 1/30/2008 8:40 AM

I watched a video last week by Brad Wilson, the GM for MS CRM.  One of his notes was that CRM is 30% technology and 70% business knowledge.  We've always believed our domain knowledge and experience in the financial services business was a big value add, but Brad confirmed it.  Great to hear we're on the right road
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Salentica Releases Schwab PortfolioCenter® Integration - Friday, October 31, 2008
Salentica Inc. is now offering a complete integration product for organizations using Microoft CRM and Schwab PortfolioCenter®. 
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Salentica On Demand SharePoint Server - Enterprise Edition - Thursday, October 30, 2008

Salentica has launched an On Demand SharePoint Server, Enterprise edition offering.  SharePoint Server provides document management, business process automation, portals, business intelligence and Excel Services.  Integration to Microsoft CRM is included with the service.

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Scotia Capital Case Study - Sunday, June 08, 2008

In the June issue of Windows for Fiinancial Services, Scotia Capital details how they have successfully leveraged the capabilities of Salentica's CRM read more ...
Salentica readies for Microsoft Dynamics™ CRM 4.0 “Titan” - Monday, December 17, 2007
Clients can expect Titan-supported Salentica products within 30 days of Microsoft CRM 4.0 release.
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Salentica & RDA Partner to Offer Wealth Management Solution - Monday, September 24, 2007
Salentica and RDA today announced a partnership to deliver a comprehensive workflow, CRM, and workflow for wealth management companies.
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Salentica Announces Hosted CRM for Wealth Managers - Sunday, August 26, 2007
Salentica Systems Announces Hosted, On- Demand Service “Salentica FASTRAK” CRM.
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