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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)
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4 Key factors in building a UC and Collaboration Infrastructure
sponsored by Dell, Inc. and Intel®
WHITE PAPER: Virtual face time with customers theoretically means organizations can cut T&E budgets while keeping the wheels of commerce turning. But savvy IT decision makers know this is just half the story. The real power of UC&C isn't tactical; it's strategic.
Posted: 13 Oct 2014 | Published: 13 Oct 2014

Dell, Inc. and Intel®

Know every customer. Shape every customer experience
sponsored by Sitecore
WHITE PAPER: Check out the following brochure to uncover a customer experience management platform that has been designed to deal with the 8 main sections of commerce. Read on to learn how to deliver a better, personalized experience, improve marketing performance, satisfaction, and more.
Posted: 08 Oct 2014 | Published: 08 Oct 2014

Sitecore

Lessons from the Leading Edge of Customer Experience Management
sponsored by SAS
WHITE PAPER: Find out what you should know about providing a high quality customer experience across all channels.
Posted: 23 Sep 2014 | Published: 23 Sep 2014

SAS

The Business Value of Creating Exceptional Digital Experiences
sponsored by IBM
WHITE PAPER: A digital experience platform enables a company to define and deliver consistent cross-channel experiences via the growing number of digital customer touch points to customers, partners, and employees. IDC recently undertook a Business Value ROI study to assess the economic impact of moving away from a homegrown solution.
Posted: 17 Sep 2014 | Published: 17 Sep 2014

IBM

Cloud-Based Agent Performance Optimization Applications: The Last Great Shift to the Cloud
sponsored by Genesys
WHITE PAPER: Cloud deployment has become the preferred method for companies sourcing their CRM and contact center applications for inbound and outbound contact handling. This Market Insight examines the prospects for these applications and discusses when it might be appropriate for contact centers to complete the move into the cloud with hosted APO.
Posted: 17 Sep 2014 | Published: 17 Sep 2014

Genesys

Gartner Report: Predicts 2014: Customer Support and the Engaged Enterprise
sponsored by Genesys
WHITE PAPER: As customer experience is being elevated to a top-executive commitment, the customer engagement center/contact center is uniquely positioned to be at the epicenter of the customer experience revolution. Get this research note on Gartner predictions for 2014 and beyond.
Posted: 17 Sep 2014 | Published: 17 Sep 2014

Genesys

7 Drivers for Buying an Integrated Contact Center Suite
sponsored by Genesys
WHITE PAPER: 45% of customers reporting that better service options would have made a difference in their decision to switch away from a company. View this whitepaper now to discover 7 top tips on how to modernize, streamline, and simplify your contact center to keep up with customer expectations.
Posted: 16 Sep 2014 | Published: 16 Sep 2014

Genesys

Achieve Exceptional Digital Experience and Marketing Optimization
sponsored by IBM
WHITE PAPER: As the world becomes more connected through the Web, it is becoming increasingly vital that businesses know how to engage customers by delivering personalized customer experiences. So in short, how do you do it and what technology do you need to get you there? Check out this white paper to find out now.
Posted: 16 Sep 2014 | Published: 16 Sep 2014

IBM

Contact Center Modernization: A Cloud-Based Approach Delivers Clear Value for Mid-Size Organizations
sponsored by Genesys
WHITE PAPER: Cloud-based solutions can be tightly integrated with other applications, ensuring that all points of contact work together to deliver a truly differentiating customer experience. This whitepaper outlines the benefits of moving to a cloud-based contact center model.
Posted: 16 Sep 2014 | Published: 16 Sep 2014

Genesys

Delivering a Seamless Experience Across Every Channel
sponsored by IBM
WHITE PAPER: This white paper reveals the results of a survey of over 500 e-commerce and e-business professionals, and provides key insights and best practices for improving customer experiences across all channels.
Posted: 16 Sep 2014 | Published: 31 May 2013

IBM

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

5 Simple Steps to Better Back Office 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

How Best-in-Class Sales Teams Maximize Revenue and Customer Experience
sponsored by Oracle Corporation
WHITE PAPER: Customer relationship management (CRM) is an essential ingredient, but success isn't achievable if the customer in CRM is not fully supported by the selling organization. This Aberdeen Group research report displays the dramatic performance differentials between users and non-users of CRM technology.
Posted: 05 Sep 2014 | Published: 30 Jun 2013

Oracle 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
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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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