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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 241 Matches Previous Page  |  Next Page
Virtual Agent Success Stories: One Year Later
sponsored by 24/7 Customer
WHITE PAPER: In this paper containing 4 case studies, you will learn the proper path to achieve digital self-service deployment success by using a virtual agent. Read on to scale your self-service experience as your customer base grows.
Posted: 29 Jan 2016 | Published: 31 Dec 2015


Stayin' Alive: Meet the Web-Aware IVR
sponsored by 24/7 Customer
WHITE PAPER: In this paper, you will learn why IVRs still play a vital role in helping both customers and enterprises exceed their service goals, and discover how you can transform your IVRs to be web-aware. Access 4 key factors for successful web-aware IVR deployment and orchestrate service across all channels.
Posted: 29 Jan 2016 | Published: 31 Dec 2015


Where to Place Your CX Bets in 2016
sponsored by 24/7 Customer
WHITE PAPER: In this paper, you will discover how to accelerate your CX projects' time-to-value by utilizing the latest in digital technology investments, and access 5 expert tips for digital CX. Read on to foster superior customer experience in your enterprise by honoring the mobile experience.
Posted: 29 Jan 2016 | Published: 29 Jan 2016


7 Keys to Delivering a Rock Star Customer Service Experience
sponsored by 24/7 Customer
WHITE PAPER: In this resource, you will learn the 7 keys to delivering a stellar customer service experience that will differentiate your digital self-service from your competitors. Read on to refine your experience management and learn how to ensure live support options easy to find, and more.
Posted: 28 Jan 2016 | Published: 28 Jan 2016


Mapping Your Markets: An Expert Guide to Segmentation
sponsored by Radius
WHITE PAPER: This resource reveals how marketing segmentation best practices can help you understand your best customers, learn more about your market landscape, target your best prospects, and more.
Posted: 28 Jan 2016 | Published: 28 Jan 2016

Radius

Facebook Messenger: Engage Your Customers Where They Are
sponsored by 24/7 Customer
WHITE PAPER: In this white paper, you will discover the top 3 benefits gained from engaging your customers via Facebook Messenger. Access this paper to integrate Messenger into your customer interactions to engage them on a deeper level and integrate Messenger with your customer's ecommerce journey.
Posted: 28 Jan 2016 | Published: 28 Jan 2016


Interactive Text Response: The Key to Re-Imagining Customer Self-Service
sponsored by Aspect
WHITE PAPER: The outcomes of offering self-service via conversational, automated interactive text response are customer satisfaction, retention, and easier up- and cross-sells. Access this solution spotlight to learn how you can answer customers' questions on their preferred channel without waiting or an agent.
Posted: 28 Jan 2016 | Published: 28 Jan 2016

Aspect

Strategic Considerations When Building Customer Service for The Next Decade
sponsored by Microsoft
WHITE PAPER: How can organizations keep up with today's mercurial customer service landscape? Access this white paper to uncover a practical approach to creating a customer service strategy while considering the issues that affect customer service today and for the next few years
Posted: 28 Jan 2016 | Published: 30 Nov 2015

Microsoft

The Omnichannel Dilemma: Everyone Wants It, But How Do You Start?
sponsored by 24/7 Customer
WHITE PAPER: This report discusses the challenges of rolling out an omnichannel framework and delivers 5 action tips for designing a successful strategy.
Posted: 27 Jan 2016 | Published: 31 Dec 2015


Six Keys to Effective Chat Operations: Insights to Help Improve Your Business
sponsored by 24/7 Customer
WHITE PAPER: Today, customers expect highly capable chat, including the ability for it to seamlessly integrate other channels as needed. So getting it getting it right is critical to an effective omnichannel strategy. This paper summarizes common misperceptions about chat, and presents six key insights based on lessons learned.
Posted: 27 Jan 2016 | Published: 31 Dec 2015


Enabling New Levels of Customer Engagement with Predictive Analytics
sponsored by IBM
WHITE PAPER: In this white paper you will learn how the financial industry is benefitting from advances in analytic targeting. Click through now to explore how bankers are gaining deeper insights into consumers to create personalized, rewarding experiences for digital-savvy customers.
Posted: 26 Jan 2016 | Published: 26 Jan 2016

IBM

Commerce Cloud: Scale, Security, and Performance
sponsored by Oracle Corporation
WHITE PAPER: Explore the long term cost, features, and capabilities of commerce cloud technology. Discover how you can simply your IT footprint, increase focus on your core business, be more innovative with an API-first architecture, and more.
Posted: 26 Jan 2016 | Published: 26 Jan 2016

Oracle Corporation

Leverage CPQ Strategies to Sell More, Faster
sponsored by Oracle Corporation
WHITE PAPER: This white paper explores cloud-based CPQ (configure, price, quote) strategies that help businesses eliminate human error and speed up quote turnaround time. Learn how to automate your configuration and quoting processes in order to sell more, faster.
Posted: 25 Jan 2016 | Published: 25 Jan 2016

Oracle Corporation

Sales Cloud Constellation Research Report
sponsored by Oracle Corporation
WHITE PAPER: In the following exclusive white paper, learn about Oracle Sales Cloud and its implications on new and seasoned users. Inside uncover three unique case studies that demonstrate the benefits and use cases of this software. Additionally, uncover eight key points that will help you make the most out of Oracle Sales Cloud.
Posted: 25 Jan 2016 | Published: 25 Jan 2016

Oracle Corporation

Research Report: The New Age of B2B Selling
sponsored by Oracle Corporation
WHITE PAPER: This research report, by Harvard Business Review, explores how advanced analytics gives B2B sales organizations the intelligence they need to pinpoint opportunities, anticipate customer needs, and hit their goals.
Posted: 25 Jan 2016 | Published: 31 Dec 2014

Oracle Corporation

5 Drivers of the Successful Modern Sales Force
sponsored by Oracle Corporation
WHITE PAPER: Uncover 5 steps your sales team should take to modernize sales tactics in the age of the empowered customer. Plus, learn how to become a mobile, productive sales team, stay ahead of competitors with actionable analytics, collaborate across the enterprise to close more deals, faster, and more.
Posted: 25 Jan 2016 | Published: 31 Mar 2014

Oracle Corporation

4 Steps to Evolve Your Customer Service Strategy
sponsored by Microsoft
WHITE PAPER: This white paper shows you how to craft a customer service strategy that can help you to empower agents, build great experiences, and manage a daunting amount of channels. Uncover 4 steps to effectively evolve your customer service approach.
Posted: 25 Jan 2016 | Published: 30 Nov 2015

Microsoft

Benchmarking Enterprise Maturity for Social Customer Service
sponsored by Oracle Corporation
WHITE PAPER: This resource describes the challenges that impede integration of social media with the rest of your contact center and explains how to conquer them by using a social customer service maturity model as a tool to assess contact capabilities. Identify your maturity level and learn how to progress to a higher level for optimal customer satisfaction.
Posted: 22 Jan 2016 | Published: 10 Apr 2015

Oracle Corporation

The Socially Enabled Enterprise: Study Results
sponsored by Oracle Corporation
WHITE PAPER: Uncover key characteristics of socially enabled enterprises in this research report by downloading it now. Read on to discover how you can transform your business to reap the benefits of social engagement.
Posted: 22 Jan 2016 | Published: 31 Dec 2014

Oracle Corporation

Socially Enabling Businesses Across the Globe
sponsored by Oracle Corporation
WHITE PAPER: Today, social is the new business norm. But unlike in the past, numerous siloed social solutions won't cut it anymore. In this resource, learn how you can properly integrate social into your business to improve customer experience management strategies, and collaboration across departments.
Posted: 22 Jan 2016 | Published: 31 Dec 2014

Oracle Corporation

Delivering on the Promise of the Social Business
sponsored by Oracle Corporation
WHITE PAPER: This paper aims to illustrate the value of social business transformation, how to understand social business maturity, as well as how leaders can plan and prioritize for continued success, scale, and maturation. Read on to learn more.
Posted: 22 Jan 2016 | Published: 22 Jan 2016

Oracle Corporation

Acquire, Grow & Retain Customers
sponsored by IBM
WHITE PAPER: Tap into how you can gain a holistic view of your customers for more informed decision-making with a robust big data and analytics engine. Plus, get advice on how you can eliminate uncertainty about your data, and better identify potential customers and bring them into the fold.
Posted: 22 Jan 2016 | Published: 22 Jan 2016

IBM

How Close Tracking Against Services Contracts Can Increase Profitability
sponsored by Sage (UK) Limited
WHITE PAPER: Access this white paper now to learn how you can increase customer satisfaction and boost profitability with service contract tracking.
Posted: 22 Jan 2016 | Published: 22 Jan 2016

Sage (UK) Limited

Social Selling Guide: Using Social Media to Drive Sales
sponsored by Microsoft
WHITE PAPER: This white paper is your guide to implementing a social selling strategy in your organization. You'll explore how social media is impacting the selling lifecycle, discover the pros and cons of becoming a social seller, and more.
Posted: 21 Jan 2016 | Published: 21 Jan 2016

Microsoft

How to Turn Leads into Sales in the Digital Era
sponsored by Microsoft
WHITE PAPER: This best practice guide takes a closer look at the role of analytics in helping the modern salesperson do their job successfully. Explore sales analytics best practices, learn how to use KPIs to stay on track, and more.
Posted: 21 Jan 2016 | Published: 21 Jan 2016

Microsoft
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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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