Business of Information Technology  >   Business Management  >   Best Practices  >  

CRM Best Practices

RSS Feed    Add to Google    Add to My Yahoo!
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 222 Matches Previous Page  |  Next Page
Technology Trends in Customer Support Centers
sponsored by Zendesk
WHITE PAPER: In a recent Gatehouse Research survey, 54% of customer service and IT executive respondents cited inconsistent service as their main cause of customer frustration. Access the results to the rest of the survey and see how your peers are answering the tough questions.
Posted: 25 Apr 2017 | Published: 25 Apr 2017

Zendesk

Live Chat: How to Grow Your Business With Proactive Support
sponsored by Zendesk
WHITE PAPER: It's time to ask: How do we get more value from Live Chat? In this whitepaper, learn how to take your customer support to the next level and shift from reactive to proactive support by implementing strategies like real-time monitoring and data analysis.
Posted: 21 Apr 2017 | Published: 21 Apr 2017

Zendesk

Getting to Why in Omnichannel Marketing Attribution
sponsored by SAS
WHITE PAPER: For successful marketing attribution, your digital communications channels must be properly quantified, allocated, analyzed and optimized to realize your business goals. But there are 3 main barriers: Missing data, uncertain data, and big data. Learn how to get around these challenges and develop your attribution strategy.
Posted: 20 Apr 2017 | Published: 20 Apr 2017

SAS

In Good Company: The Value of Conscious Consumers
sponsored by Zendesk
WHITE PAPER: Consumers are willing to pay 5% or 10% more to purchase from community-responsible companies over others. Access this white paper to learn how to establish a relationship with these consumers and improve your top line.
Posted: 20 Apr 2017 | Published: 20 Apr 2017

Zendesk

Redefine Your Business Communications for Digital Transformation
sponsored by Avaya
WHITE PAPER: Explore the current trends shaping modern businesses like customer-centric experiences, heightened collaboration, and cloud computing and find out why it's time for organizations to start thinking about adapting their communications for the age of digital transformation.
Posted: 20 Apr 2017 | Published: 31 Dec 2016

Avaya

4 Top Trends That Are Driving Sales This Year
sponsored by Conga
WHITE PAPER: As we all know, the primary directive in sales is "sell more, sell faster." But the question is; how? Discover the 4 top trends used by innovative companies this year that drive sales.
Posted: 18 Apr 2017 | Published: 18 Apr 2017

Conga

The Value of E-mail Deliverability in Customer Communications Management
sponsored by OpenText
WHITE PAPER: Non-delivery of transactional communications can be devastating to your bottom line. In this InfoTrends whitepaper, learn more about OpenText and SparkPost's customer communications management (CCM) solution – as well as a closer look at transactional email practices.
Posted: 14 Apr 2017 | Published: 14 Apr 2017

OpenText

Customer Communications Management: Analysts Decide its Digital Benefits
sponsored by OpenText
WHITE PAPER: In this Forrester report, learn why enterprise architects – professionals who seek to align business and IT -- are using CCM to update their technologies to deliver unified and consistent content across multiple communication channels.
Posted: 13 Apr 2017 | Published: 15 Jun 2016

OpenText

10 Hidden Costs of Quoting with Spreadsheets
sponsored by TechData - Connectwise
WHITE PAPER: This white paper exposes 10 hidden costs of calculating quotes for sales proposals with spreadsheets. Discover how a platform purpose-built for quote automation averts the frustrating, time consuming, and costly tasks associated with tailoring spreadsheets to quoting and empowers your sales teams.
Posted: 13 Apr 2017 | Published: 13 Apr 2017

TechData - Connectwise

Predict Customer Behavior With the Power of Big Data
sponsored by [24]7
WHITE PAPER: How do you delve down into data to discern customer behavior patterns and discover what content will provide focused and personalized experiences? Explore how to leverage big data and predictive analytics to turn customer data into critical opportunities in order to enhance decision-making and architect a truly unique, positive customer journey.
Posted: 28 Mar 2017 | Published: 28 Mar 2017

[24]7

Enable Enterprise Content Management for Salesforce
sponsored by OpenText
WHITE PAPER: This paper explores how to derive optimal value from your content by bringing together ECM and your CRM systems. Discover how you can get a fuller, more insightful picture of your customers by powering Salesforce with ECM.
Posted: 24 Mar 2017 | Published: 31 Dec 2016

OpenText

10 New Rules of the Inbound Contact Center
sponsored by West Corporation
WHITE PAPER: This guide defines a variety of "new rules" for contact centers that take into account the evolving demands of cloud, web, and mobile-enabled customers. Learn how to keep up with the rise of the multichannel, customer-centric model of business and uncover 10 rules for modern contact centers.
Posted: 23 Mar 2017 | Published: 23 Mar 2017

West Corporation

Move Over, Account-Based Marketing: Job-Based Marketing is Here
sponsored by OpenText
WHITE PAPER: An account-based marketing (ABM) strategy allows marketers to better target their messaging. But does it fall short in tailoring marketing campaigns down to the level of each shareholder, within the target account? Can job-based marketing (JBM) strategies do what ABM can't? This Aberdeen Group report compares ABM and JBM. Explore both strategies.
Posted: 22 Mar 2017 | Published: 24 Feb 2017

OpenText

Strategic Planning Tools for Contact Centers
sponsored by Genesys
WHITE PAPER: This white paper explores how to leverage contact center strategic planning tools to predict performance more accurately and provide comprehensive what-if analysis capabilities. Discover how to get key answers to tough operational questions so that you can react to change faster and with more agility.
Posted: 22 Feb 2017 | Published: 22 Feb 2017

Genesys

When Every Touchpoint is a Transaction: How Retail Brands Can Adapt to the New Customer Journey
sponsored by Salesforce.com
WHITE PAPER: This report discusses trends and best practices for engaging and selling to customers on the channel of their choice. Learn what leading tech brands, such as Pinterest, are doing to reach fast-growing social media and mobile users.
Posted: 22 Feb 2017 | Published: 22 Feb 2017

Salesforce.com

How to Leverage Data to Acquire and Retain Customers
sponsored by HPE and Intel®
WHITE PAPER: This white paper explores the impact of data analytics and integration on CRM strategies for SMBs. Read on to learn about different strategies for opening up data access and aligning business-led sales initiatives with IT-dependent data management in order to create and leverage key customer insights.
Posted: 10 Feb 2017 | Published: 31 Dec 2015

HPE and Intel®

Top 5 Salesforce Integration Patterns and Best Practices
sponsored by MuleSoft
WHITE PAPER: This white paper explores how to leverage an integration platform to seamlessly incorporate your deployment of Salesforce. Uncover the 5 most common integration patterns, including data migration, aggregation, bi-directional synchronization, and 2 more.
Posted: 09 Feb 2017 | Published: 31 Dec 2014

MuleSoft

Customer Engagement: What You Need To Know About Chatbots
sponsored by [24]7
WHITE PAPER: Advances in artificial intelligence mean that chatbots can automate more interactions than were previously possible with older technology. But what do you really know about this new technology? In this white paper, discover the truth about chatbots beyond the hype, and learn how your company can benefit from using them.
Posted: 07 Feb 2017 | Published: 07 Feb 2017

[24]7

The 'Connected' Associate: Technology Empowers Your Workforce And Fast-Tracks Your Omnichannel Sales
sponsored by SOTI Inc.
WHITE PAPER: When looking towards the future of retail, enabling IoT connectivity should be on the top of your list. Learn how your retail business can improve customer experience with employees empowered by IoT, otherwise known as "connected associates."
Posted: 31 Jan 2017 | Published: 31 Jan 2017

SOTI Inc.

Provide Top Customer Experiences with Faster Customer Care
sponsored by Zendesk
WHITE PAPER: Constellation Research has compiled extensive research and in-depth interviews of businesses that have implemented agile customer care strategies. Discover what analysts have revealed to work for real organizations.
Posted: 07 Dec 2016 | Published: 07 Dec 2016

Zendesk

Enhanced Client Onboarding for Wealth Management
sponsored by Accenture
WHITE PAPER: This paper examines an accelerator for wealth management and Salesforce Financial Services Cloud, exploring how these technologies can help your company succeed in the face of digital disruption. Discover how these tools can boost CRM management, collaboration, analytics, and client onboarding.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Accenture

Full-Featured Mobile CRM at your Fingertips
sponsored by Infor
WHITE PAPER: Mobile CRM tools should help put detailed customer information at your fingertips and enable you to perform key actions quickly. Discover features and functions that make these goals a reality when you access key customer information from your mobile device.
Posted: 04 Nov 2016 | Published: 04 Nov 2016

Infor

How Manufacturers Can Use Value Selling to Deliver Great Experiences at Every Touch Point
sponsored by Infor
WHITE PAPER: Learn how manufacturers are developing long-term customer relationships while providing great service to existing customers. Also discover the role of CRM software in value-selling, delivering a consistent experience, and using customer data to build better insight.
Posted: 04 Nov 2016 | Published: 04 Nov 2016

Infor

5 Ways Every Sales Rep Can Accelerate Success with Analytics
sponsored by Salesforce.com
WHITE PAPER: This Salesforce research report explores what to look for in an analytics tool and how to put real-time, critical insights in hands of not only executives but their employees as well. Discover how to unlock the information within your customer data to ensure better decision-making, identify best practices, and align your CRM and BI.
Posted: 27 Mar 2017 | Published: 31 Dec 2016

Salesforce.com

Report: Transforming Your Business to Meet Customer Expectations, React to New Challenges
sponsored by SAP
WHITE PAPER: Advanced technology plays an important role in the transition to digital consumer engagement. Learn which tools can enhance your omnichannel potential, along with monitoring and analysis of consumer interactions.
Posted: 14 Oct 2016 | Published: 30 Sep 2016

SAP
1 - 25 of 222 Matches Previous Page    1 2 3 4    Next Page
 
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 … 

About TechTarget:

TechTarget provides enterprise IT professionals with the information they need to perform their jobs - from developing strategy, to making cost-effective IT purchase decisions and managing their organizations' IT projects - with its network of technology-specific Web sites, events and magazines

All Rights Reserved, Copyright 2000 - 2017, TechTarget | Read our Privacy Statement