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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 214 Matches Previous Page  |  Next Page
Transforming Workforce Technology Is the Key to Improving Customer Experience
sponsored by Dell
WHITE PAPER: This Forrester Research report investigates how employee experience, customer experience, and revenue growth are inextricably linked. Read on to leverage employee-facing technologies to improve customer experiences, learn how to provide infrastructure support for mobile and SaaS, and more.
Posted: 14 Dec 2017 | Published: 30 Sep 2016

Dell

The IoT Imperative for Consumer Industries
sponsored by SAP
WHITE PAPER: Learn about the role played by IoT and machine learning in shaping digital transformations and customer engagement strategies for consumer industries.
Posted: 11 Dec 2017 | Published: 31 May 2017

SAP

2017 State Of Global Customer Service Report
sponsored by Microsoft
WHITE PAPER: Uncover the Microsoft 2017 State of Global Customer Service report's key findings about digital brand engagement, customer self-service, omnichannel strategies, and more.
Posted: 08 Dec 2017 | Published: 08 Dec 2017

Microsoft

Get Up Close and Personal with Customers
sponsored by Janrain
WHITE PAPER: Personalization done well is a surprising delight, giving users relevant information at an appropriate time and place – but companies are better off doing nothing if they don't know how to apply it properly.
Posted: 04 Dec 2017 | Published: 04 Dec 2017

Janrain

The CIO's Playbook: Making Communications and Collaboration Seamless
sponsored by Mitel Networks Limited
WHITE PAPER: Are you ready for the digital era? In this CIO playbook, gain valuable insights into the importance of equipping your teams with the tools they need to foster better team collaboration. Then, discover how the San Diego Padres are leading the Major League Baseball organization to the cloud.
Posted: 30 Nov 2017 | Published: 30 Nov 2017

Mitel Networks Limited

Understanding Omnichannel Customer Behavior
sponsored by BT
WHITE PAPER: Customers seek out different channels based on need and preference, meaning that you need to meet them wherever they go. Find out what it takes to create positive omnichannel customer experiences and learn more about why people choose the channels they do to interact with your business.
Posted: 27 Nov 2017 | Published: 31 Dec 2015

BT

Workload Management: Meet SLA Commitments and Increase Workforce Efficiency
sponsored by Genesys
WHITE PAPER: Find out how to deliver a better customer experience and build your competitive advantage by implementing workload management that enables you to expose inefficiencies in your workflows, meet SLA commitments, and increase employee engagement.
Posted: 21 Nov 2017 | Published: 21 Nov 2017

Genesys

Building the Business Case for Contact Center Modernization
sponsored by Genesys
WHITE PAPER: Discover how to fund and plan your contact center modernization and learn how to reduce infrastructure costs even as you incorporate new digital channels of interaction to deliver better customer experiences.
Posted: 17 Nov 2017 | Published: 17 Nov 2017

Genesys

Planning and Managing Your Omnichannel Contact Center Workforce
sponsored by Genesys
WHITE PAPER: Discover how to enable data integration and workforce planning for omnichannel strategies so that you can interact with consumers effectively across all of the devices and channels they use to engage with your business.
Posted: 16 Nov 2017 | Published: 16 Nov 2017

Genesys

3 Ways to Simplify the Remote Support Experience for Agents
sponsored by LogMeIn Rescue
WHITE PAPER: Tap this paper to explore 3 ways you can simplify the remote support experience for agents.
Posted: 08 Nov 2017 | Published: 08 Nov 2017

LogMeIn Rescue

4 Ways Intent-Driven Personalization Can Optimize Your Cross-Channel Digital Marketing Efforts
sponsored by Sophos
WHITE PAPER: In the world of digital marketing, the increasing number of consumer devices is making it harder to connect with your target audience. How can you ensure that your campaigns, bids, and budgets are reaching the right people for maximum ROI? Learn 4 ways intent-driven personalization can help you reach your goals faster.
Posted: 02 Nov 2017 | Published: 02 Nov 2017

Sophos

Personalize Marketing without Being Creepy
sponsored by Sophos
WHITE PAPER: According to Econsultancy, 75% of U.S. consumers like it when brands send them personalized messages and offers. But how do you avoid crossing the line from personalized to downright creepy? Learn how to adapt your marketing personalization strategy to deliver premium customer experiences.
Posted: 02 Nov 2017 | Published: 02 Nov 2017

Sophos

Your Guide to Omnichannel Customer Support
sponsored by Zendesk
WHITE PAPER: The customer determines the best way to engage with your company based on their needs and preferences. So how can you anticipate which channels a customer will need or want? Learn what omnichannel support entails, how a strategy can benefit your business, what factors are driving channel preferences, and more.
Posted: 30 Oct 2017 | Published: 30 Oct 2017

Zendesk

7 Steps for Delivering Next-Generation Digital Customer Service
sponsored by Genesys
WHITE PAPER: According to a survey conducted by Altimeter Group, 42% of businesses are investing in new digital channels to more effectively serve their clients. Companies understand the urgent need to create engaging and effortless digital experiences. In this white paper, uncover 7 steps for delivering a next-generation digital customer service strategy.
Posted: 27 Oct 2017 | Published: 27 Oct 2017

Genesys

Providing Great Customer Service Through Social Media
sponsored by Zendesk
WHITE PAPER: One of the first challenges to providing great customer service is where to focus your time and resources. Providing great customer service through social media can be a way to get around this hurdle. Learn how you can get started with developing a social customer service strategy of your own.
Posted: 25 Oct 2017 | Published: 25 Oct 2017

Zendesk

Critical Capabilities for Contact Center Infrastructure, Worldwide
sponsored by Genesys
WHITE PAPER: Explore 3 use cases that represent the most common configurations for contact center infrastructure. Plus, find out how to support more engaging, omnichannel customer service and incorporate unified communications and collaboration technology more effectively into your contact center operations.
Posted: 24 Oct 2017 | Published: 22 May 2017

Genesys

8 Best Practices to Enhance Consumer Experience & Payment Processing
sponsored by Adyen
WHITE PAPER: Optimizing payments has become key for merchants. Consumers expect swift simplicity and convenience when shopping online or on mobile. Discover 8 best practices to enhance customer experience, and optimize payment processing. Plus, uncover 3 steps to help you move forward with your payment optimization.
Posted: 20 Oct 2017 | Published: 18 Oct 2017


10 Tips to Thrive in the Subscription Economy
sponsored by Adyen
WHITE PAPER: Learn 10 tips to thrive in the subscription economy so that you can improve customer experiences and discover a payment platform designed to help you optimize growth across online, in-app, and in-store channels.
Posted: 18 Oct 2017 | Published: 18 Oct 2017


Exxel Outdoors Sees Triple Digit Mobile Growth
sponsored by BigCommerce
WHITE PAPER: Exxel Outdoors, a sports and outdoors company, faced a problem: The headache of managing various content and ecommerce systems was weighing on their small team. In this case study, learn how Exxel Outdoors was able to manage their sites effectively and grow their mobile brand with an ecommerce platform.
Posted: 13 Oct 2017 | Published: 13 Oct 2017

BigCommerce

Meet Your Future Power Consumer: Generation Z
sponsored by Adyen
WHITE PAPER: Millennials are in the midst of their professional careers and have a steady income, making them a key shopping demographic. But there's another group poised to cause the next big shift in how we shop (and buy): Enter Generation Z. Discover this future power consumer, and how to give them what they want.
Posted: 13 Oct 2017 | Published: 13 Oct 2017


Technology Roadmap for Omnichannel Customer Engagement
sponsored by Genesys
WHITE PAPER: Discover how to use a system of engagement approach to enable seamless omnichannel service across all channels and touchpoints, and uncover 4 steps to make your contact center operations omnichannel-ready.
Posted: 31 Aug 2017 | Published: 31 Aug 2017

Genesys

Removing the Barriers to Automating Quality Assurance
sponsored by NICE Systems, Inc
WHITE PAPER: Explore 4 barriers to true quality management automation in contact centers and how to overcome them. Discover how to get the most out of your quality management processes and data by paving the way for the automation.
Posted: 18 Aug 2017 | Published: 18 Aug 2017

NICE Systems, Inc

Harness the Power of the Cloud to Engage Your Customers, Employees and Business
sponsored by NICE Systems, Inc
WHITE PAPER: Discover how to use a cloud-based workforce management (WFM) platform to simplify, automate, and scale your contact center's WFM infrastructure and operations.
Posted: 17 Aug 2017 | Published: 17 Aug 2017

NICE Systems, Inc

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

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
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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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