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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 204 Matches Previous Page  |  Next Page
A Customer Engagement Strategy for Today's Multi-Channel Marketplace
sponsored by Interactive Intelligence, Inc.
WHITE PAPER: This resource explains why putting your customers at the heart of your contact center operations is essential in today's multi-channel marketplace. Read on to learn 5 values by which contact centers can begin to deliver next-generation engagement and drive tangible value for the business as a whole.
Posted: 24 Jul 2015 | Published: 24 Jul 2015

Interactive Intelligence, Inc.

Best Practices for Sales Development: Turning Leads into Opportunities
sponsored by Conversica
WHITE PAPER: This e-book presents real-world, proven strategies for connecting internet-age sales innovations with time-tested sales expertise. Read on to learn best practices for inbound qualifying and outbound prospecting; how to incorporate artificial intelligence into lead engagement; and more.
Posted: 24 Jul 2015 | Published: 30 Jun 2015

Conversica

How Omnichannel is Delivering on the Promise of Multichannel
sponsored by Interactive Intelligence, Inc.
WHITE PAPER: This report describes the handful of benefits an omnichannel approach provides in the call center versus that of multichannel. Access now to break down the definition of omnichannel as it is applied across various elements of contact center operation.
Posted: 23 Jul 2015 | Published: 15 Apr 2015

Interactive Intelligence, Inc.

Customer Experience Design: Optimising Systems for More Effective Customer Experience
sponsored by Interactive Intelligence, Inc.
WHITE PAPER: This research clearly identifies several opportunities for improvement in areas where the actual service experience for insurance customers is misaligned with their expectations. Access this white paper now to learn how you can make adjustments to cater to customer's actual experiences rather than perceived performance.
Posted: 23 Jul 2015 | Published: 31 Dec 2014

Interactive Intelligence, Inc.

Workforce Optimization and the Stellar Customer Experience
sponsored by Interactive Intelligence, Inc.
WHITE PAPER: Studies show that 57% of your peers can relate improved customer experience to revenue/profit growth. This white paper is designed to help you understand what your customers expect from their experience, so read on and discover how leveraging workforce optimization tools can help deliver a positively memorable event for your audience.
Posted: 22 Jul 2015 | Published: 15 Apr 2015

Interactive Intelligence, Inc.

How New Technology is Changing the Way Marketing and Sales Interact With Leads
sponsored by Conversica
WHITE PAPER: In a time when 48% of salespeople never follow up with a lead, and 33% of leads who display interest are never contacted, what can sales teams do to improve their effectiveness and efficiency? Access this white paper today to learn about a new approach to intelligently finding and nurturing hot leads using sales conversion management.
Posted: 17 Jul 2015 | Published: 17 Sep 2014

Conversica

When Hot Leads Go Cold: Three Pitfalls to Avoid
sponsored by Conversica
WHITE PAPER: This resource discusses 3 common pitfalls that render sales reps ineffective in truly engaging customers. Read on to learn what your business needs to do to avoid missing critical sales opportunities due to outdated strategies.
Posted: 17 Jul 2015 | Published: 28 May 2015

Conversica

Increase E-commerce Conversion Rates with Extended Validation SSl Certificates
sponsored by GeoTrust, Inc.
WHITE PAPER: Learn how deploying an EV certificate on your eCommerce website can protect against threats, while showing your customers that they can transact with confidence, helping increase your sites conversion rates.
Posted: 17 Jul 2015 | Published: 11 Nov 2014

GeoTrust, Inc.

Salesforce Social Customer Service
sponsored by Salesforce.com
WHITE PAPER: In today's social world, expectations have changed. Now, more than ever, your customers are turning to social channels for fast and personalized service. Download this free datasheet to learn more.
Posted: 17 Jul 2015 | Published: 16 Jul 2015

Salesforce.com

Service Cloud Datasheet
sponsored by Salesforce.com
WHITE PAPER: Today's customers want faster, more responsive service across every channel, and on any device, and they want it now. Download this free datasheet to gain a quick overview of the main capabilities to help you select the right Service Cloud edition for your business.
Posted: 16 Jul 2015 | Published: 31 Dec 2014

Salesforce.com

Transform Your Call Center Into a Customer Engagement Center
sponsored by Salesforce.com
WHITE PAPER: Today's customers expect fast, accurate answers across their channel of choice. To keep up with these expectations, traditional call centers must transform into "customer engagement centers." Download this free datasheet to learn more.
Posted: 16 Jul 2015 | Published: 31 Dec 2014

Salesforce.com

Deliver Connected Self-Service
sponsored by Salesforce.com
WHITE PAPER: Service Communities empower customers to help themselves — and each other — with a next-generation, low-effort self-service experience accessible on any device. Download this free datasheet to learn more.
Posted: 16 Jul 2015 | Published: 16 Jul 2015

Salesforce.com

Moving to the Forefront of Marketing
sponsored by Teradata
WHITE PAPER: This white paper highlights the benefits of personalization to digital marketing. Additionally, learn how to make your digital marketing practices future focused, and how responsive email design can increase open rates and reduce subscriber opt-outs.
Posted: 14 Jul 2015 | Published: 14 Jul 2015

Teradata

How to Adapt and Thrive in the New Customer Service Paradigm
sponsored by Salesforce.com
WHITE PAPER: In this e-book, Mike Milburn, Service Cloud's SVP and GM, discusses his views on how new technology will shape customer service, and how companies can successfully adapt and thrive in this new service paradigm.
Posted: 07 Jul 2015 | Published: 07 Jul 2015

Salesforce.com

Measure, Analyze and Manage: Optimizing Marketing Results with Business Analytics
sponsored by Cortell
WHITE PAPER: Marketers, relieve your top pressures. Discover how to engage the multichannel customer and create more successful campaigns by making your analytics more actionable. In addition, learn how to avoid common mistakes marketers make when building out marketing programs.
Posted: 30 Jun 2015 | Published: 30 Apr 2014

Cortell

Unsubscribe best practices guide: How to Decrease Database Churn and Strengthen Your Marketing Program
sponsored by Silverpop Systems Inc. an IBM Company
WHITE PAPER: In this white paper you'll go behind the scenes of the unsubscribe process to learn why it matters and how you can use it to strengthen your marketing program.
Posted: 30 Jun 2015 | Published: 30 Jun 2015

Silverpop Systems Inc. an IBM Company

How a Mobile CRM Makes You More Successful
sponsored by Salesforce.com
WHITE PAPER: The best CRM solutions go beyond basic functionality and deliver cutting edge features that make the companies that use them more efficient, more effective, and more successful. Chief among these cutting edge features is mobile functionality.
Posted: 29 Jun 2015 | Published: 29 Jun 2015

Salesforce.com

How a CRM Helps Your Business Grow
sponsored by Salesforce.com
WHITE PAPER: Business may begin with a handshake — but once the customer relationship begins, your challenge is to maintain it. The right CRM will help you build deeper, more meaningful relationships with your customers while you build and scale your business.
Posted: 29 Jun 2015 | Published: 29 Jun 2015

Salesforce.com

Why Marketing Should Be Personal
sponsored by Adobe EchoSign
WHITE PAPER: This white paper reveals eight facets of leveraging personalization in your marketing strategy. Discover how to make intelligent use of customer data in a way that is not intrusive to your audience.
Posted: 16 Jun 2015 | Published: 31 Dec 2014

Adobe EchoSign

3 Easy Steps to Automating Your Sales Cycle
sponsored by Salesforce.com
WHITE PAPER: This resource explains how you can better understand, streamline, and automate your sales process with a CRM solution customized to meet your team's needs.
Posted: 26 May 2015 | Published: 26 May 2015

Salesforce.com

Case Study: How Easy Taxi Delivered Better User Experiences
sponsored by HERE
WHITE PAPER: This brief case study presents map-related challenges faced by rideshare app companies and their customers. Discover features that enable these companies with a reliable mapping strategy, along with their inherent benefits
Posted: 13 May 2015 | Published: 13 May 2015

HERE

Give digital a business focus
sponsored by Hewlett-Packard Limited
WHITE PAPER: Businesses need a way to consolidate this data to unify communications and deliver a seamless experience across multiple channels.For many organizations, the solution lies in outsourcing. Discover if outsourcing is right to manage your multichannel communications data in this informative white paper.
Posted: 21 Apr 2015 | Published: 31 Mar 2014

Hewlett-Packard Limited

Unravel and evolve customer communications
sponsored by Hewlett-Packard Limited
WHITE PAPER: In this white paper your CIO can gain the tools necessary to creative effective communications that will drive sales. Learn basic CCM rules like: keep it simple, make it all about the customer, go from passive to active, and more.
Posted: 20 Apr 2015 | Published: 30 Apr 2014

Hewlett-Packard Limited

Transform support from cost centers to sales channels
sponsored by Hewlett-Packard Limited
WHITE PAPER: In this white paper uncover how your organization can drive revenue through your customer experience channels to transform support centers into sales channels.
Posted: 17 Apr 2015 | Published: 31 Dec 2014

Hewlett-Packard Limited

Use Analytics to Engage the Empowered Customer
sponsored by Hewlett-Packard Limited
WHITE PAPER: Access this content-packed white paper to understand how analytics services provide an end-to-end solution that offers rapid time-to-value for chief marketing officers and sales leaders. Read on and achieve new, profitable customers.
Posted: 03 Apr 2015 | Published: 30 May 2014

Hewlett-Packard Limited
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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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