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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 181 Matches Previous Page  |  Next Page
7 Ways Field Service Organizations are Levering Technology
sponsored by ServiceMax
WHITE PAPER: In this informative white paper get 7 top tips for leveraging technology in your field service organization. Learn about current technology trends shaking up the field service landscape.
Posted: 27 Feb 2015 | Published: 31 Dec 2014

ServiceMax

How CIOs will Define the Next Era of Customer Service
sponsored by ServiceMax
WHITE PAPER: In this valuable white paper learn more about the benefits mobile technology and investments could bring to your organization through your field service team. Get a run down on new tech trends shaking up the field service landscape.
Posted: 27 Feb 2015 | Published: 31 Dec 2014

ServiceMax

Empowered Customers Expect More—Can You Deliver? Oracle VS Salesforce
sponsored by Oracle Corporation
WHITE PAPER: Learn more about the needs of the empowered consumer and what type of platforms are available to help you foster outstanding customer service. Read on to get an in-depth comparison of leading CRM systems, Oracle and Salesforce
Posted: 27 Feb 2015 | Published: 27 Feb 2015

Oracle Corporation

6 Keys to Effective Chat Operations
sponsored by [24]7
WHITE PAPER: In this informative white paper explore common misconceptions about chat. Read on to gain 6 key insights based on lessons learned to make your chat CRM more effective.
Posted: 24 Feb 2015 | Published: 24 Feb 2015

[24]7

Service Management 360: Can’t Get No (Customer) Satisfaction? Oh, Yes You Can
sponsored by IBM
WHITE PAPER: Access this valuable resource to learn more about modern customer satisfaction and what you can do to avoid potentially damaging effects of a customer service misstep.
Posted: 20 Feb 2015 | Published: 11 Dec 2014

IBM

Predictive Analytics: Driving the Right Customer Interactions at the Right Time
sponsored by IBM
WHITE PAPER: This white paper explores how predictive analytics can drive customer intimacy by facilitating effective one-on-one interactions.
Posted: 20 Feb 2015 | Published: 31 May 2010

IBM

The Central Role of Content Management in Case Management
sponsored by IBM
WHITE PAPER: Learn more about how case management technologies can help you drive effective outcomes in 3 different kinds of knowledge work scenarios, and how a clear content management strategy underpins success in case management.
Posted: 19 Feb 2015 | Published: 31 Dec 2014

IBM

Breaking Down the Marketing Silos: The Key to Consistently Achieving Customer Satisfaction
sponsored by Teradata
WHITE PAPER: This report aims to be a blueprint—a roadmap even—for CMOs who want to build better-integrated marketing teams, increase customer engagement and turn bigger profits, but who find that silos are a persistent, nagging barrier.
Posted: 16 Feb 2015 | Published: 16 Feb 2015

Teradata

Crafting a Successful Email Marketing Campaign
sponsored by Teradata
WHITE PAPER: This document outlines some of the standard best practices that can enhance email communications, including: segmentation, personalization, mobile optimization, and landing pages. It also includes mistakes to avoid to increase customer loyalty and nurture incoming leads.
Posted: 13 Feb 2015 | Published: 13 Feb 2015

Teradata

8 Expert Tips for Thriving in Today's Data-Driven Marketing Landscape
sponsored by Silverpop Systems Inc. an IBM Company
WHITE PAPER: Access this valuable white paper to learn 8 tips from experts on how to gain proficiency in data-driven markets and encourage revenue through relationships built on relevant interactive messaging.
Posted: 09 Feb 2015 | Published: 31 Dec 2014

Silverpop Systems Inc. an IBM Company

How Mobile Technology Can Protect Your Customers From Fraud
sponsored by IPL
WHITE PAPER: Access this concise resource to learn more about how you can cater to the "Facebook generation" by using mobile technology to keep their financial information safe from phishing, identity theft, and other types of fraud.
Posted: 09 Feb 2015 | Published: 31 Dec 2013

IPL

Financial Services and Digital Media: How Your Business Can Adapt to Digital Innovations
sponsored by MuleSoft
WHITE PAPER: Learn more about how financial institutions can adapt to offer engaging customer experiences on digital media and grow and anticipate changes in the digital age.
Posted: 06 Feb 2015 | Published: 06 Feb 2015

MuleSoft

10 Digital Marketing Tips for a Successful 2015
sponsored by Silverpop Systems Inc. an IBM Company
WHITE PAPER: Access this valuable white paper to learn more about the top 10 digital marketing trends from last year that are making a big splash in the field today
Posted: 06 Feb 2015 | Published: 06 Feb 2015

Silverpop Systems Inc. an IBM Company

Ultimate Guide to Post-Purchase Messages: 15 Ways to Build Loyalty and Drive More Revenue
sponsored by Silverpop Systems Inc. an IBM Company
WHITE PAPER: Access this white paper to learn the 15 ways you can drive revenue and foster brand loyalty using triggered messages and other personalized content to build substantial relationships with your customers and keep them coming back for more.
Posted: 05 Feb 2015 | Published: 05 Feb 2015

Silverpop Systems Inc. an IBM Company

Why Outsourcing CRM Doesn't Mean That You Can Outsource Data Protection
sponsored by BitGlass
WHITE PAPER: This white paper explains why enterprises utilizing cloud applications like Salesforce should consider investing in a cloud access security broker, which restores data protection and visibility to your IT team while respecting user privacy.
Posted: 05 Feb 2015 | Published: 05 Feb 2015

BitGlass

7 Key Marketing Trends for 2015 and Tactics for Succeeding in the New Year
sponsored by Silverpop Systems Inc. an IBM Company
WHITE PAPER: Access this valuable guide to learn more about the 7 key marketing trends for 2015 and how you can harness these trends to improve customer experience and maintain your competitive edge.
Posted: 04 Feb 2015 | Published: 04 Feb 2015

Silverpop Systems Inc. an IBM Company

The Age of Social Media: Lead Generation and Brand Authenticity
sponsored by Marketo
WHITE PAPER: This white paper considers the advantages of social media in regards to lead generation. Access now to find out how you can implement a profitable social media strategy by targeting a variety of platforms with specific plans of action, and how your sales leads will benefit.
Posted: 28 Jan 2015 | Published: 28 Jan 2015

Marketo

Content Marketing Essentials: Reach Customers Without Breaking Budgets
sponsored by Marketo
WHITE PAPER: This white paper considers 7 content marketing essentials to deliver quality messages without destroying your budget. Access to now see what your enterprise can do to spike lead generation with the right marketing message.
Posted: 28 Jan 2015 | Published: 28 Jan 2015

Marketo

The Definitive Guide to Deploying Online Self-Service
sponsored by [24]7
WHITE PAPER: Access this valuable white paper to learn more about the best practices and tips for deploying virtual agents to automatically answer millions of online customer inquiries each year.
Posted: 27 Jan 2015 | Published: 31 Dec 2014

[24]7

Top 5 Salesforce Integration Patterns: Practices for Integrating Salesforce
sponsored by MuleSoft
WHITE PAPER: This white paper discusses one system that helps integrate enterprise applications to unleash the true potential of the Salesforce model. Access now to find out how your entire enterprise can capitalize on and benefit from Salesforce integration patterns.
Posted: 22 Jan 2015 | Published: 22 Jan 2015

MuleSoft

Demonstrating the ROI of IBM’s Exceptional Digital Experience Solutions
sponsored by IBM
WHITE PAPER: This whitepaper examines the results of an IDC study concerning the economic benefits of moving away from a homegrown solution or custom integration of multi-vendor components to a single-platform digital content delivery solution – specifically IBM's integrated Exceptional Digital Experience suite.
Posted: 20 Jan 2015 | Published: 20 Jan 2015

IBM

Forrester Market Overview: Digital Customer Experience Delivery Platforms
sponsored by IBM
WHITE PAPER: Access this critical report to gain a comprehensive understanding of the how software vendors tackle the multichannel experience mandate.
Posted: 20 Jan 2015 | Published: 26 Nov 2012

IBM

Are Your Everyday Business Activities Creating Tax Risk?
sponsored by Avalara
WHITE PAPER: This white paper discusses how to spot risk and improve compliance in 7 key business functions and explains the benefits of integrating and automating sales tax compliance in your ERP.
Posted: 07 Jan 2015 | Published: 02 Dec 2014

Avalara

5 Dreamforce Announcements That Will Shape Service in 2015
sponsored by Salesforce
WHITE PAPER: Does your company have the tools to deliver a connected, personalized customer service experience anytime, anywhere, on any device, and in every product?Access this white paper to find out how one platform steps up to the plate, building on the Salesforce Customer Success Platform to ensure intuitive, powerful features and results.
Posted: 19 Jan 2015 | Published: 19 Jan 2015

Salesforce

5 Best Practice Steps for B2B and B2C Convergence
sponsored by IBM
WHITE PAPER: Access this Aberdeen research report to find out how customer requirements and cross-channel logistics flow, grow, and coverage – and what that means for your supply chain strategy.
Posted: 05 Dec 2014 | Published: 05 Dec 2014

IBM
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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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