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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 232 Matches Previous Page  |  Next Page
Cold Calling is not Dead: Accelerate your Sales Performance
sponsored by Salesforce
WHITE PAPER: While new generations of sales reps may prefer digital communications, the buyers they target will likely respond faster to cold calling. Learn 5 tips to make cold calling a successful endeavor in your organization.
Posted: 27 Sep 2016 | Published: 27 Sep 2016

Salesforce

Survey Report: Insights from Today's Customer Service Leaders
sponsored by ServiceNow
WHITE PAPER: Customer service is difficult to master, but this survey report offers insights from 200 U.S. customer service leaders. Inside you will learn about common practices among these leaders and see how you can apply them within your organization.
Posted: 26 Sep 2016 | Published: 31 Aug 2016

ServiceNow

A Quick Guide To Modernizing Customer Service
sponsored by ServiceNow
WHITE PAPER: Many companies are struggling to increase customer loyalty because adopting a CRM tool to passively track issues is just the tip of the customer service iceberg. Explore a holistic approach that brings together people, workflows, and systems to deliver a superior customer experience.
Posted: 26 Sep 2016 | Published: 31 Aug 2016

ServiceNow

How to Provide Global Support for Customer Service
sponsored by Zendesk
WHITE PAPER: The "follow-the-sun" support model was created to satisfy customers, regardless of time or location. This white paper explores this model and the different ways that it can be achieved. Discover how to deliver anytime, anywhere service and get global, fast with support team best practices – regardless of the size of your company.
Posted: 21 Sep 2016 | Published: 21 Sep 2016

Zendesk

Your Guide to Getting Omnichannel Customer Service Right
sponsored by Zendesk
WHITE PAPER: A comprehensive view of your customers' transactions and behaviors can help you answer their questions, and maximize personalization through multiple channels. Access this resource for insight into omnichannel service strategies and imperatives.
Posted: 20 Sep 2016 | Published: 20 Sep 2016

Zendesk

4 Ways to Drive Service Innovation with the Internet of Things
sponsored by IBM
WHITE PAPER: Explore how organizations across multiple industries are using real-time insights to deliver better services to clients with an IoT approach to data collection and use. Uncover 4 ways to improve services with IoT and get real-world examples of how organizations from around the world are already using analytics to unlock the power of IoT data.
Posted: 19 Sep 2016 | Published: 31 Dec 2014

IBM

Redefining Brand Performance for the 21st-Century
sponsored by SAS
WHITE PAPER: This white paper explains how to most effectively gain insights into your brand's performance through a connected view of customer experience,competencies, commitment and customer insight. Gain ideas on how you can project a strong brand image focused on building your profit.
Posted: 09 Sep 2016 | Published: 09 Sep 2016

SAS

Analytics and the Customer Journey: 7 Best Practices for Delivering a Better Customer Experience
sponsored by SAS
WHITE PAPER: This white paper explores how you can identify the critical factors that detract from a customer experience as well as decide how to rebuild positive experiences by mapping the customer journey. Uncover the 7 best practices for delivering a better customer experience and get helpful advice on data management, metrics, and more.
Posted: 09 Sep 2016 | Published: 09 Sep 2016

SAS

Five Ways CRM Tools Improve Constituent Relationships
sponsored by Infor
WHITE PAPER: When it comes to customer relationships, engagement equals empowerment. Access this white paper to explore five ways CRM tools can help you improve the relationship you have with your customers.
Posted: 08 Sep 2016 | Published: 31 Dec 2015

Infor

Improving the Patient Experience: Portal Adoption Strategies that Work
sponsored by Medfusion
WHITE PAPER: A patient portal is of little value if patients aren't signing up. Access this exclusive resource to leverage 15 proven strategies to develop your portal adoption action plan. Additionally, view an essential checklist as you formulate your strategies.
Posted: 01 Sep 2016 | Published: 01 Sep 2016

Medfusion

Infor CRM Customers will keep coming back
sponsored by Infor
WHITE PAPER: If you already have a CRM solution, there's a good chance that you are not taking full advantage of it. Many CRM strategies are failing to meet their full potential. Access this infographic to discover how to patch the holes in your CRM strategy.
Posted: 24 Aug 2016 | Published: 24 Aug 2016

Infor

Step-By-Step CRM Data Analytics for Sales Teams
sponsored by Infor
WHITE PAPER: Metrics aren't answers; they are prompts for questions that probe statistics for deeper insight. Discover the simplest way to find the actionable insights hidden in your data analytics. Learn best practices and considerations for using metrics in analytics and see how to turn them into powerful tools.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

Infor

Infographic: Keeping Customers Happy
sponsored by NICE Systems, Inc
WHITE PAPER: Retaining existing customers is significantly more cost-efficient than marketing to new ones. Uncover best practices for realizing the benefits of retention from improved word-of-mouth to maximized ROI.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

NICE Systems, Inc

How to Overcome Customer Experience Challenges with Key Best Practices
sponsored by NICE Systems, Inc
WHITE PAPER: Organizations often state that one of the main reasons their customer experience initiatives don't lead to action is because they lack clear direction. Learn how to overcome common customer experience challenges by leveraging three key necessary actions.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

NICE Systems, Inc

Why CRM is Critical for Value-Selling
sponsored by Infor
WHITE PAPER: Today, salespeople have less control over the sales process than ever before. Discover ways to help salespeople continue to be a valuable part of a transaction with value-selling and CRM by collecting, analyzing, and sharing customer data.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

Infor

How New Iterations of Analytics are Changing Business
sponsored by NICE Systems, Inc
WHITE PAPER: Companies are finding that agility and real-time decision-making are critical to satisfying customers. Discover ways advanced reporting tools can help determine customer behavior for better, more targeted customer experiences.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

NICE Systems, Inc

Make CRM stick Eight ways to increase CRM adoption in your organization
sponsored by Infor
WHITE PAPER: Are your employees actually utilizing your CRM solution or just checking the boxes to make it look good? Read this paper to learn the 8 ways you can increase CRM adoption across your organization to take full advantage of your CRM solution.
Posted: 18 Aug 2016 | Published: 18 Aug 2016

Infor

How to Build Marketplaces that Users Trust
sponsored by Twilio
WHITE PAPER: Unless you're connecting your consumers and products and services seamlessly, any attempt to attract, engage and retain them to transact on your marketplace will likely fail. With examples from Airbnb, Uber and a few others, dig into how you can establish trust with your customers via improving your communication strategies.
Posted: 16 Aug 2016 | Published: 16 Aug 2016

Twilio

The Key to Improving Customer Experience and Decreasing Disloyalty
sponsored by [24]7 Customer, Inc.
WHITE PAPER: Providing customers with a "delightful" experience has become a focus for business differentiation. It's garnered a lot of attention, but is it actually worthwhile? Discover the key to improving customer loyalty and 8 questions that are essential to decreasing disloyalty through reducing customer effort.
Posted: 10 Aug 2016 | Published: 10 Aug 2016

[24]7 Customer, Inc.

Putting Context at the Center of Sales Success
sponsored by SAP
WHITE PAPER: To gain a thorough understanding of the challenges facing sales departments, a team of vendors and sales directors have unearthed sales leaders' insights and views on several issues. Uncover key details on the tension between targets and costs, changes within the sales funnel, and more.
Posted: 10 Aug 2016 | Published: 27 Nov 2015

SAP

Release Automation and Continuous Delivery for Siebel CRM
sponsored by Automic
WHITE PAPER: This white paper explains how you can achieve release automation and continuous delivery with technology that supports Oracle's Siebel CRM. Find out how to deliver Siebel-specific upgrades with increased agility for a better all-around customer experience.
Posted: 09 Aug 2016 | Published: 31 Oct 2015

Automic

Cloud-based IT-as-a-Service: Providers, SLAs, and More
sponsored by Catchpoint Systems Inc.
WHITE PAPER: This white paper explores ITaaS providers, SLAs and more. Examine the keys to an ITaaS business, what reporting and analysis in the cloud can do to your business performance and revenue, and 5 reasons your SaaS business should monitor behind the firewall.
Posted: 08 Aug 2016 | Published: 08 Aug 2016

Catchpoint Systems Inc.

Building a Business Portfolio to be Customer-Centric: 3 Considerations
sponsored by Infor
WHITE PAPER: Is your business positioned to meet the new customer expectations and demands, and add services to your business portfolio? Access this white paper now to learn how you can best take advantage of CRM technology to grow your business portfolio and understand your customers.
Posted: 25 Jul 2016 | Published: 25 Jul 2016

Infor

A Buyer's Guide to ERP Business Management Software
sponsored by NetSuite
WHITE PAPER: The definitions and implementations for ERP seem to vary from one site to the next. These differences, however, underscore the flexibility that can make an ERP system a powerful business management tool. This ERP buyer's guide compares solutions, and weighs the benefits of on-premise vs. cloud ERP.
Posted: 18 Jul 2016 | Published: 31 Dec 2015

NetSuite

Business Customer Strategies for a Complex World
sponsored by UXC Oxygen
WHITE PAPER: Taming complexities behind the customer journey requires your consolidation of each model, channel, and market. Discover ways to make your commerce channels profitable by having the right infrastructure in place.
Posted: 14 Jul 2016 | Published: 14 Jul 2016

UXC Oxygen
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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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