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CRM Best Practices

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ALSO CALLED: Customer Relationship Management Best Practices
DEFINITION: What is CRM (customer relationship management)?CRM (customer relationship management) is an information industry term for methodologies, software,and usually Internet capabilities that help an enterprise managecustomer relationships in an organized way. For example, an enterprise might build a database aboutits customers that described relationships in sufficient detail so that management,  … 
Definition continues below.
CRM Best Practices White Papers (View All Report Types)
1 - 25 of 226 Matches Previous Page  |  Next Page
Omnichannel Strategies and APIs: Redefine Your Customer Relationships
sponsored by MuleSoft
WHITE PAPER: New channels and new ways of interacting with customers emerge rapidly – meaning that creating omnichannel strategies is a key to future-proofing your business, not just a differentiator for the here and now. Explore how an API-led approach helps you deliver successful omnichannel customer experiences.
Posted: 19 Jun 2017 | Published: 19 Jun 2017

MuleSoft

Datasheet: SAP Hybris Commerce Cloud
sponsored by SAP Hybris
WHITE PAPER: Learn how SAP Hybris Commerce Cloud can help your business become omnichannel, deliver contextual customer experiences, and unify customer processes.
Posted: 12 Jun 2017 | Published: 12 Jun 2017

SAP Hybris

Digital Trends Reshaping the Buying Experience
sponsored by SAP Hybris
WHITE PAPER: Forrester has found that 75% of B2B buyers prefer to self-educate rather than speak to a sales representative. Uncover more stats, trends, and technologies reshaping the buying experience and what you can do to leverage new tools.
Posted: 12 Jun 2017 | Published: 12 Jun 2017

SAP Hybris

CRM Suites For Midsize Organizations
sponsored by SAP Hybris
WHITE PAPER: Large CRM vendors increasingly offer broader and deeper capabilities that increase their complexity. Still, some vendors are delivering modern interfaces and mobile-first strategies that address specific business problems. Which tools truly work in an enterprise setting? Learn how Forrester has rated 11 CRM vendors.
Posted: 12 Jun 2017 | Published: 21 Nov 2016

SAP Hybris

Vendor Analysis for Multichannel Customer Engagement Tools
sponsored by SAP Hybris
WHITE PAPER: Forrester has assessed 22 vendors that offer machine learning, personalization, and ad tech features designed to help marketers interact with their audience. Uncover which 5 capabilities companies should look for to make the decision-making process smoother.
Posted: 08 Jun 2017 | Published: 08 Jun 2017

SAP Hybris

11 Hot E-Commerce Vendors And How They Stack Up
sponsored by SAP Hybris
WHITE PAPER: In this Forrester Research report, learn why firms are investing in e-commerce technology that supports full spectrum selling, personalized digital customer experiences, data-driven merchant tools, and more.
Posted: 06 Jun 2017 | Published: 24 Mar 2017

SAP Hybris

Critical Capabilities for E-Commerce Platforms
sponsored by SAP Hybris
WHITE PAPER: 30% of e-commerce sites will integrate technology from more than 15 vendors to deliver a digital experience by 2018. Learn which capabilities are critical for B2C and B2B organizations delivering a personalized customer experience across channels.
Posted: 06 Jun 2017 | Published: 06 Jun 2017

SAP Hybris

Transforming The Member Experience Starting With Your Contact Center
sponsored by Salesforce
WHITE PAPER: What does it take to turn patients into happy members of your health plan for life? In this white paper, uncover the building blocks of an effective call center strategy in order to make the most of your customer relationships.
Posted: 02 Jun 2017 | Published: 02 Jun 2017

Salesforce

The Age of the Patient: How CRM Guides Providers in this New Era of Healthcare
sponsored by Salesforce
WHITE PAPER: The shift toward value-based reimbursement and advances in CRM technology has created an opportunity to transform the patient experience. In this e-book, uncover how you can engage your patients and maintain relationships to improve satisfaction in this "Age of the Patient."
Posted: 01 Jun 2017 | Published: 01 Jun 2017

Salesforce

Reasons Why Executives Choose SAP Hybris Commerce Cloud
sponsored by SAP Hybris
WHITE PAPER: Find out why more executives at both small and large organizations are choosing SAP Hybris Commerce Cloud for their private cloud-based, integrated commerce, CRM, and content management strategies.
Posted: 01 Jun 2017 | Published: 01 Jun 2017

SAP Hybris

Customer Engagement Takes the Spotlight
sponsored by Avaya
WHITE PAPER: Your organization must connect users seamlessly across physical and digital touchpoints. Learn about the 3 pillars of customer experience management and how to digitally transform your customers' experience using Avaya Customer Engagement.
Posted: 01 Jun 2017 | Published: 01 Jun 2017

Avaya

CMO Review: Navigating Change in the Digital Landscape
sponsored by SAP Hybris
WHITE PAPER: Learn what Alicia Hatch, CMO of Deloitte Digital, has to say about the dangers of ignoring the rate of change and the virtues of embracing technology, integration, and agility.
Posted: 01 Jun 2017 | Published: 01 Jun 2017

SAP Hybris

Enhance Customer Engagement for Increased Loyalty and Retention
sponsored by Avaya
WHITE PAPER: Few of the enterprises undergoing digital transformation have actually mapped their customers' journeys as a way of guiding strategies. Learn how to enhance your contact center with a more complete view of your customer's activities.
Posted: 30 May 2017 | Published: 30 May 2017

Avaya

To Keep the Customer, Keep the Customer Connected
sponsored by OpenText
WHITE PAPER: Forrester reports that 63% of respondents generate their highest revenue from existing customers, emphasizing the importance of customer retention. Learn how to strengthen your personalization strategy on different channels to create lasting customer relationships.
Posted: 30 May 2017 | Published: 30 May 2017

OpenText

Your Guide to Building Customer Loyalty with Analytics
sponsored by SAS
WHITE PAPER: Happy customers mean a growing business, and for that reason, improving customer service with data analytics should be a top priority. Learn how you can get started on this journey by opening this white paper.
Posted: 26 May 2017 | Published: 26 May 2017

SAS

Digital Transformation in Sales: Evolving the Art of Customer Engagement
sponsored by Microsoft
WHITE PAPER: This white paper examines the top driver behind improved customer engagement: digital transformation. Find out why top-performing sales organizations are increasing their revenues by prioritizing technology as they form new and evolving relationships with their customers.
Posted: 10 May 2017 | Published: 10 May 2017

Microsoft

Legal services Marketplace Relies on Call Tracking to Demonstrate ROI for Lawyers
sponsored by Twilio
WHITE PAPER: Learn how Avvo implemented trackable numbers with Twilio to satisfy customers, increase conversion rates, deliver metrics, give business a boost.
Posted: 09 May 2017 | Published: 09 May 2017

Twilio

Why Your Business Needs a Personalization Strategy
sponsored by Cxense
WHITE PAPER: Return customers are an asset for your company, providing quality, actionable data for you and your marketing department. Learn more about how you can leverage web personalization in your web apps and website design to provide an enticing customer experience that will keep your customers coming back.
Posted: 05 May 2017 | Published: 05 May 2017

Cxense

Be a Marketing Hero
sponsored by Cxense
WHITE PAPER: If you don't provide a personalized experience, somebody else will – and that's where your customers will keep going back to. Learn more about how you can leverage web app and website personalization in your own company and start keeping your customers.
Posted: 05 May 2017 | Published: 05 May 2017

Cxense

How to Create Compelling CX with Online Personalization
sponsored by Cxense
WHITE PAPER: In an environment where 62% of customers prefer to receive offers and promotions based on previous experiences, learn how to influence purchasing decisions for your demanding audience.
Posted: 04 May 2017 | Published: 04 May 2017

Cxense

How to Increase Your Conversion Rates with Website and App Personalization
sponsored by Cxense
WHITE PAPER: Today, e-commerce retailers need to address the immediate feelings and goals of their followers. Learn how fusing real time data with conventional data from CRM tools set off personalization algorithms to deliver better one-to-one experiences.
Posted: 04 May 2017 | Published: 04 May 2017

Cxense

Quoting with Spreadsheets: Is It Costing You More Than You Think?
sponsored by Quosal
WHITE PAPER: This white paper exposes 10 hidden costs of calculating quotes for sales proposals with spreadsheets. Discover how a platform purpose-built for quote automation averts the frustrating, time consuming, and costly tasks associated with tailoring spreadsheets to quoting and empowers your sales teams.
Posted: 03 May 2017 | Published: 03 May 2017

Quosal

Choose the Right Quote & Proposal Automation Solution
sponsored by Quosal
WHITE PAPER: Finding the right quote and proposal automation tool is a key area of sales process automation that businesses often tend to overlook. Discover how to help your sales teams produce timely, accurate, and professional-looking quotes quickly and uncover 9 quote and proposal best practices.
Posted: 03 May 2017 | Published: 03 May 2017

Quosal

Technology Trends in Customer Support Centers
sponsored by Zendesk
WHITE PAPER: In a recent Gatehouse Research survey, 54% of customer service and IT executive respondents cited inconsistent service as their main cause of customer frustration. Access the results to the rest of the survey and see how your peers are answering the tough questions.
Posted: 25 Apr 2017 | Published: 25 Apr 2017

Zendesk

Live Chat: How to Grow Your Business With Proactive Support
sponsored by Zendesk
WHITE PAPER: It's time to ask: How do we get more value from Live Chat? In this whitepaper, learn how to take your customer support to the next level and shift from reactive to proactive support by implementing strategies like real-time monitoring and data analysis.
Posted: 21 Apr 2017 | Published: 21 Apr 2017

Zendesk
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CRM BEST PRACTICES DEFINITION (continued): …  salespeople,people providing service, and perhaps the customer directly could access information, matchcustomer needs with product plans and offerings, remind customers of service requirements, knowwhat other products a customer had purchased, and so forth.  Ask your CRM questions at ITKnowledgeExchange.comAccording to one industry view, CRM consists of:Helping an enterprise to enable its marketing departments to identify and target their bestcustomers, manage marketing campaigns and generate quality leads for the sales team.Assisting the organization to improve telesales, account, and … 

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