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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 313 Matches Previous Page  |  Next Page
25 Tips and Tricks For Amazing Customer Service
sponsored by Salesforce.com
WHITE PAPER: Learn how to provide a tailored customer experience that today's sophisticated tech-savvy customers have come to expect. From boosting agent productivity to enabling a premier self-service experience that won't bust your budget, view now and get the top 25 tips guaranteed to help transform your team into a world-class service organization.
Posted: 27 May 2016 | Published: 27 May 2016

Salesforce.com

The Future of Customer Experience
sponsored by [24]7 Customer, Inc.
WHITE PAPER: Take a closer look into the latest trends in customer experience management. Uncover 5 ways you can improve the customer experience in any industry.
Posted: 23 May 2016 | Published: 23 May 2016

[24]7 Customer, Inc.

The Challenges of New Billing and Revenue Models
sponsored by Oracle Corporation
WHITE PAPER: Companies can't afford to see sales productivity drop during business model transitions. Uncover how modern CPQ strategies can deliver best sales performance even when switching to new billing or revenue models.
Posted: 20 May 2016 | Published: 20 May 2016

Oracle Corporation

The Challenges of Merging Sales Organizations
sponsored by Oracle Corporation
WHITE PAPER: When merging sales teams, organizations must synchronize the different teams as one entity. Learn why cloud CPQ is integral to merging your sales forces to create one efficient team.
Posted: 20 May 2016 | Published: 20 May 2016

Oracle Corporation

Overcoming the Challenges of Sales Channel Expansion
sponsored by Oracle Corporation
WHITE PAPER: Take a quick look at how you can use cloud CPQ to meet the challenge of delivering consistent quoting, pricing, and service across all sales channels. Learn how you can use this strategy to grow into new markets without compromising accuracy.
Posted: 19 May 2016 | Published: 19 May 2016

Oracle Corporation

Understanding Advanced Analytics to Build a Stronger Customer Experience
sponsored by Microsoft
WHITE PAPER: By offering more with advanced analytics, retailers can keep customers happy, loyal, and profitable. Explore ways to acquire the most valuable customers, create more personalized campaigns, increase sales, and more.
Posted: 19 May 2016 | Published: 19 May 2016

Microsoft

Solving The Challenges of Complex Product, Pricing, and Quoting Requirements
sponsored by Oracle Corporation
WHITE PAPER: Examine how you can use cloud CPQ tools to improve the efficiency of your existing CRM systems, streamline quote-to-order, and create a more stable, standardized sales process. Plus, explore how NextGen Healthcare achieved an 80% reduction in time from quote inception-to-close.
Posted: 19 May 2016 | Published: 19 May 2016

Oracle Corporation

Building the Business Case for Contact Center Modernization
sponsored by Genesys
WHITE PAPER: A contact center makeover significantly increases your revenue and reduces your costs; but justifying the investment can be tough. Download this white paper to learn how to build a business case for contact center modernization in your organization.
Posted: 19 May 2016 | Published: 19 May 2016

Genesys

Best Practices for Contact Center Routing
sponsored by Genesys
WHITE PAPER: This white paper provides a step by step guide, with use cases and examples, to help you build a flexible and effective contact center routing strategy.
Posted: 18 May 2016 | Published: 18 May 2016

Genesys

Frost & Sullivan—When CRM Meets the Contact Center
sponsored by Genesys
WHITE PAPER: Access this informative white paper to learn more about the benefits of integrating your CRM 360 degree customer records with your contact center to boost customer satisfaction and loyalty.
Posted: 18 May 2016 | Published: 18 May 2016

Genesys

Manufacturers turn to IOT to Boost Customer Engagement
sponsored by Infor
WHITE PAPER: Customer engagement and insights are more vital than ever with the IoT. Explore how investing in the right CRM tools can help you further enhance your approach to the IoT, as well as customer-centric initiatives.
Posted: 15 May 2016 | Published: 15 May 2016

Infor

CRM: The Key to Making Customer Relationships Extend and Expend
sponsored by Infor
WHITE PAPER: Focusing on existing customers requires a shift to a customer-centric business model. Uncover ways to help your CRM expand its power to its full potential so you can build longer, more profitable customer relationships.
Posted: 12 May 2016 | Published: 12 May 2016

Infor

3 Sales Fights You Can't Afford to Lose
sponsored by Oracle Corporation
WHITE PAPER: Explore 3 sales tactics to knock out poor performance and lock in revenue. Learn how you can give uncertainty the one-two and start acting on actionable intelligence to guard your future.
Posted: 12 May 2016 | Published: 12 May 2016

Oracle Corporation

Asset Tracking: Keeping Track of Your Business Value
sponsored by Oracle Corporation
WHITE PAPER: Discover how to effectively enact IoT-enabled asset tracking, generating increased business value and optimizing your supply chain. Read this white paper to learn how to track moveable assets and innovative services for customers with IoT and smart devices throughout the supply chain.
Posted: 12 May 2016 | Published: 12 May 2016

Oracle Corporation

Mobile is eating the world: Four ways to rethink customer experiences as mobile-first and mobile-only
sponsored by Sitecore
WHITE PAPER: Access this eBook, written by Brian Solis, globally recognized as one of the most prominent thought leaders in business innovation, to delve into mobile consumer behavior and how it requires a different approach.
Posted: 12 May 2016 | Published: 29 Feb 2016

Sitecore

CPQ Cloud Solves the Challenges of Siloed Business Systems
sponsored by Oracle Corporation
WHITE PAPER: Explore the sales benefits of integrating CPQ, CRM, and ERP systems. Discover how Symantec used this strategy to fix errors with product synchronization and accurate discounting across system silos.
Posted: 11 May 2016 | Published: 11 May 2016

Oracle Corporation

Drive Engagement, Increase Satisfaction, and Improve profitability
sponsored by Infor
WHITE PAPER: Deliver on the promise of exceptional customer experience throughout the entire customer journey. Access this infographic and explore ways to integrate customer data across the enterprise, accelerate customer engagement, and drive profitability.
Posted: 11 May 2016 | Published: 11 May 2016

Infor

Cloud CPQ Solves the Challenges of Selling Complex Products and Services
sponsored by Oracle Corporation
WHITE PAPER: Take a closer look at how cloud CPQ can standardize and automate product configurations for sales efficiency, providing an average sales cycle of 3.42 months, compared to 4.68 months for non-CPQ users.
Posted: 11 May 2016 | Published: 11 May 2016

Oracle Corporation

Why CRM is the Key to Getting Customers to Renew and Spend More Money with You
sponsored by Infor
WHITE PAPER: It's time for manufacturers to take another look at CRM. Access this resource and explore ways to prevent customer churn, personalize the customer experience, and more when you upgrade from your legacy tools.
Posted: 10 May 2016 | Published: 10 May 2016

Infor

How Manufacturers can find Success with Adding Services
sponsored by Infor
WHITE PAPER: Customer relationship management (CRM) is critical for manufacturers that want to add services. Access this brief resource and explore ways to collect customer data to help shape your organization's development of services.
Posted: 10 May 2016 | Published: 10 May 2016

Infor

Five Ways CRM Tools Improve Customer 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: 09 May 2016 | Published: 09 May 2016

Infor

Microsoft Dynamics CRM: Comparing 2016 to 2015
sponsored by TechData Corporation
WHITE PAPER: What are the latest features in Microsoft Dynamics CRM to help you deliver exceptional customer experiences? View a side-by-side features comparison for the 2016 and 2015 versions of Microsoft Dynamics CRM Online. Uncover the differences for features, like: information discovery, SMS marketing, social CRM, and more.
Posted: 05 May 2016 | Published: 05 May 2016

TechData Corporation

Deploy Dynamics CRM Online Faster for an Accelerated ROI
sponsored by TechData Corporation
WHITE PAPER: How can you expedite the CRM onboarding process to gain an accelerated ROI? Take a quick look into Microsoft Dynamics CRM Online coupled with a quick deployment tool. See a side-by-side feature comparison of this fast onboarding strategy vs. a professional subscription.
Posted: 04 May 2016 | Published: 04 May 2016

TechData Corporation

Supercharge Sales Productivity with Modern CPQ
sponsored by Oracle Corporation
WHITE PAPER: Discover how you can supercharge your sales team productivity with cloud-based CPQ tools. Learn how you can improve your close rate by automating approval workflows, guiding reps through a best-practice sale every time, and more.
Posted: 04 May 2016 | Published: 04 May 2016

Oracle Corporation

Bridge the Systems Gap and Drive Sales Success
sponsored by Oracle Corporation
WHITE PAPER: Explore how you can use cloud CPQ tools to bridge the gap between your CRM and ERP systems, delivering value throughout the sales process. Uncover the benefits of modern CPQ, including: 27% shorter sales cycles, 2x increase in customer facing sales-time, and more.
Posted: 04 May 2016 | Published: 04 May 2016

Oracle Corporation
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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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