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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 PracticesWhite Papers (View All Report Types)
1 - 25 of 174 Matches Previous Page  | Next Page
Using Workload Management to Win Customer Loyalty at Stericycle
sponsored by Genesys
WHITE PAPER: Stericycle, a medical waste disposal leader, knew that managing the customer experience was essential to the company's continued growth and success. View this analyst report to find out the solution Stericycle found, and how similar technology can also help your business.
Posted: 12 Sep 2014 | Published: 31 Dec 2013

Genesys

Frost & Sullivan Announces 2014 North American Award for Cloud Customer Contact Solutions
sponsored by Genesys
WHITE PAPER: Genesys has acquired assets to bypass the long R&D process required to build from scratch, yet skillfully planned a phased integration to provide customers with cloud functionality they need quickly. Frost & Sullivan is pleased to present Genesys with the 2014 Cloud Contact Center Solutions Company of the Year Award.
Posted: 12 Sep 2014 | Published: 12 Sep 2014

Genesys

Everyone to Everyone Economy: Preparing for a Very Different Tomorrow
sponsored by IBM
WHITE PAPER: There is a paradigm shift from customer-centricity towards an everyone-to-everyone (E2E) economy. This informative research dives into this new E2E world, describing what companies can expect from the future and what they can do today to prepare.
Posted: 12 Sep 2014 | Published: 31 Dec 2013

IBM

Transforming Back Office Efficiency: Five Steps to Peak Performance
sponsored by Genesys
WHITE PAPER: Streamlining systems that handle customer requests behind the scenes is essential to preserving the client's experience and retaining their business. This informative white paper dives into the world of optimizing company systems to create efficiency in client requests.
Posted: 11 Sep 2014 | Published: 11 Sep 2014

Genesys

Multi-Channel Customer Experience: The Next Battleground for Mid-Size Businesses
sponsored by Genesys
WHITE PAPER: This paper will discuss the changing nature of the customer experience; outline the need for and benefits of a multi-channel contact center; highlight the key drivers and challenges companies must consider as they embark on this approach; identify what to look for in a vendor partner; and offer best practices for success.
Posted: 11 Sep 2014 | Published: 11 Sep 2014

Genesys

Accelerate Access to Critical Customer Data with Simple Salesforce Migration
sponsored by Scribe Software Corporation
WHITE PAPER: Accurate, consistent integration of data between core systems is no small feat with many hurdles along the path to success. View this whitepaper now to find out 4 primary areas that present challenges to successful integration, and essential tips to avoid them.
Posted: 08 Sep 2014 | Published: 08 Sep 2014

Scribe Software Corporation

The Four Pillars of Effortless Service
sponsored by Salesforce
WHITE PAPER: Providing an effortless service experience is essential to success, though many enterprises struggle with where to begin. This essential resource breaks down the implementation of effortless service into 4 clear steps. View now to find out how to boost your customer retention by providing legendary service.
Posted: 02 Sep 2014 | Published: 02 Sep 2014

Salesforce

How to Build a Successful Customer Engagement Center
sponsored by Salesforce
WHITE PAPER: Customers demand service on their terms – an experience that requires minimal effort and to find a solution easily. View this essential resource now to understand the 5 steps to a successful customer engagement center, and if building a CEC is the right choice for your business.
Posted: 02 Sep 2014 | Published: 02 Sep 2014

Salesforce

Five Ways to Drive Revenue with Customer Service
sponsored by Salesforce
WHITE PAPER: Companies need to maintain flawless customer service to retain business, but many do not know where to start. This informative resource provides 5 ways to drive revenue with exemplary customer service.
Posted: 02 Sep 2014 | Published: 02 Sep 2014

Salesforce

Customer Service - Beyond the Call Center
sponsored by Salesforce
WHITE PAPER: 61% of customers preferring assistance over the phone and 60% over email, so many companies are looking to contact centers for service solutions. This white paper breaks down the essentials of contact centers into key topics, such as understanding the modern customer and defining customer service without a call center.
Posted: 02 Sep 2014 | Published: 02 Sep 2014

Salesforce

Five Advantages of Mobile for Customer Service
sponsored by Salesforce
WHITE PAPER: Customers expect a seamless experience, regardless of where reps are located – making mobile more essential than ever. This whitepaper considers 5 reasons why mobile should be part of your service strategy.
Posted: 28 Aug 2014 | Published: 28 Aug 2014

Salesforce

Make the Voice of the Customer Your Business Asset
sponsored by Attensity
WHITE PAPER: Access the following white paper to uncover the top 10 steps to improving your customer experience strategy. Learn what it takes to make the voice of the customer one of your greatest assets; including the technology to consider, focus points, and more.
Posted: 19 Aug 2014 | Published: 19 Aug 2014

Attensity

Adobe EchoSign for Microsoft Dynamics CRM
sponsored by Adobe EchoSign
WHITE PAPER: Check out the following white paper to examine an electronic signature solution that can enable your business to send, sign, track, and file contracts faster and more efficiently without having to leave your CRM program.
Posted: 13 Aug 2014 | Published: 13 Aug 2014

Adobe EchoSign

Transforming Customer Experience in the New Digital World
sponsored by Genesys
WHITE PAPER: This white paper will show you how taking a holistic approach to digital channels in the contact center and beyond and integrating them into your customer experience strategy allows you to transform the end-to-end customer journey and deliver consistent, seamless and personalized experiences across all channels, touchpoints and interactions.
Posted: 01 Jul 2014 | Published: 01 Jul 2014

Genesys

Top 5 Steps to a World Class Contact Centre
sponsored by Genesys
WHITE PAPER: In this expert resource you'll find five key steps to keep in mind when building a world-class contact centre in today's rapidly changing customer landscape.
Posted: 30 Jun 2014 | Published: 31 Dec 2013

Genesys

Staying Competitive and Profitable – Essentials for Customer Experience Success
sponsored by Genesys
WHITE PAPER: This white paper discusses the importance of focusing on the customer experience journey, explores why companies don't get the customer journey right, and discusses how leading companies provide great customer experiences.
Posted: 30 Jun 2014 | Published: 30 Jun 2014

Genesys

Meeting Demands, Exceeding Expectations: The Future of Workload Management
sponsored by Genesys
WHITE PAPER: Customers expect a great end-to-end experience. Wherever work is accomplished in the enterprise, it's all part of the Customer Service Value Chain. Is your enterprise meeting this expectation? What about in the future?
Posted: 30 Jun 2014 | Published: 26 Jun 2014

Genesys

Differentiate your CRM with Cloud-based Customer Service
sponsored by Salesforce
WHITE PAPER: In this booklet, we'll show you what the #1 customer service application, Service Cloud, looks like and how to use the features.
Posted: 16 Jun 2014 | Published: 16 Jun 2014

Salesforce

How to Give a Killer Presentation: Lessons from TED
sponsored by Citrix Online Go To Meeting
WHITE PAPER: In this article, TED's curator describes the process that TED uses to prepare speakers for their presentations- suggestions that are helpful for presentations in any setting.
Posted: 04 Jun 2014 | Published: 30 Jun 2013

Citrix Online Go To Meeting

8 key sales metrics to improve your effectiveness
sponsored by Salesforce Data.com
WHITE PAPER: CSO Insights, a sales and marketing effectiveness research firm, partnered with Salesforce Data.com to research common challenges and best practices related to improving the quality of sales pipeline. Download to learn more about the results from CSO Insights research.
Posted: 17 Apr 2014 | Published: 31 Dec 2013

Salesforce Data.com

Guide to growth: Identify business growth drivers and develop a plan
sponsored by Salesforce Data.com
WHITE PAPER: Growing your business depends largely on knowing your customers -- and that requires having the right data, people, and processes in place. To begin the path to sustainable business growth, check out this extensive guide for businesses of all sizes -- from startup to enterprise.
Posted: 17 Apr 2014 | Published: 17 Apr 2014

Salesforce Data.com

Social Login 101
sponsored by Gigya
WHITE PAPER: View this white paper to learn why social login -- with permission-based access to first-party identity data -- is the better option for getting the kind of information that creates relevant cross-channel experiences. Read now to explore the basics of social login, best practices, and benefits for consumers and businesses.
Posted: 27 Jun 2014 | Published: 27 Jun 2014

Gigya

Best Practices for Knowledge Management
sponsored by KANA
WHITE PAPER: Implementing a knowledge management program in the contact center can improve the efficiency and quality of your services, optimize customer experience, reduce agent training costs, and increase job satisfaction. In this white paper, explore best practices for successful knowledge management implementation in the contact center.
Posted: 24 Jun 2014 | Published: 24 Jun 2014

KANA

Tips for Presenting to Business People
sponsored by Code42
WHITE PAPER: Presenting to "the Business" can be one of the most intimidating things that technical IT pros do as part of their standard job. This guide outlines strategies for giving a top-notch presentation.
Posted: 05 Jun 2014 | Published: 05 Jun 2014

Code42

Tips for Working with "The Business"
sponsored by Code42
WHITE PAPER: This whitepaper explores the future of IT and explains why it belongs to people who are able to translate business visions into technical realities.
Posted: 05 Jun 2014 | Published: 05 Jun 2014

Code42
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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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