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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)
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Humanize the Customer Experience
sponsored by [24]7
WHITE PAPER: 49% of customers have switched brands due to bad customer experiences and feeling very disconnected from the companies they try to interact with. Access this white paper to discover 4 ways to humanize your digital customer experience.
Posted: 16 Jan 2017 | Published: 30 Dec 2016

[24]7

7 Steps for Delivering Next-Generation Digital Customer Service
sponsored by Genesys
WHITE PAPER: Explore 7 steps to meet your customers' needs by designing a cross-channel CRM experience that is personalized, context-based, and low effort. Learn the benefits of designing a consistent experience, personalizing that experience with contextual information, employing behavioral analytics, and more.
Posted: 09 Dec 2016 | Published: 09 Dec 2016

Genesys

Transforming Customer Experience In The Digital World
sponsored by Genesys
WHITE PAPER: Today, less than 50% of customers are satisfied when switching channels. Learn how to optimize the digital experience in the contact center with a consistent experience for customers.
Posted: 09 Dec 2016 | Published: 09 Dec 2016

Genesys

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

APIs and Mobile: Creating an Integrated Physical-Digital Consumer Experience
sponsored by TIBCO Software Inc.
WHITE PAPER: Learn how retailers are leveraging APIs to improve mobile strategies and enhance consumer engagement. Discover how APIs make your digital assets consumable in any sort of app across a variety of platforms, allowing you to improve customer experiences without sacrificing security for sensitive data.
Posted: 02 Dec 2016 | Published: 03 Oct 2016

TIBCO Software Inc.

Effective Mobile Customer Engagement Report 2016
sponsored by BoldChat - LogMeIn
WHITE PAPER: 85% of consumers are unlikely to do repeat business with a brand following a bad mobile experience. Access this report to learn why you need to treat your mobile experience as more than an extension of your current customer engagement strategy and how to effectively manage your mobile engagement.
Posted: 21 Nov 2016 | Published: 21 Nov 2016

BoldChat - LogMeIn

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

Redefining Brand Performance for the 21st-Century
sponsored by SAS
WHITE PAPER: This white paper explains how to most effectively gain insights into your brand's performance through a connected view of customer experience,competencies, commitment and customer insight. Gain ideas on how you can project a strong brand image focused on building your profit.
Posted: 09 Sep 2016 | Published: 09 Sep 2016

SAS

Analytics and the Customer Journey: 7 Best Practices for Delivering a Better Customer Experience
sponsored by SAS
WHITE PAPER: This white paper explores how you can identify the critical factors that detract from a customer experience as well as decide how to rebuild positive experiences by mapping the customer journey. Uncover the 7 best practices for delivering a better customer experience and get helpful advice on data management, metrics, and more.
Posted: 09 Sep 2016 | Published: 09 Sep 2016

SAS

Five Ways CRM Tools Improve Constituent Relationships
sponsored by Infor
WHITE PAPER: When it comes to customer relationships, engagement equals empowerment. Access this white paper to explore five ways CRM tools can help you improve the relationship you have with your customers.
Posted: 08 Sep 2016 | Published: 31 Dec 2015

Infor

Infor CRM Customers will keep coming back
sponsored by Infor
WHITE PAPER: If you already have a CRM solution, there's a good chance that you are not taking full advantage of it. Many CRM strategies are failing to meet their full potential. Access this infographic to discover how to patch the holes in your CRM strategy.
Posted: 24 Aug 2016 | Published: 24 Aug 2016

Infor

Step-By-Step CRM Data Analytics for Sales Teams
sponsored by Infor
WHITE PAPER: Metrics aren't answers; they are prompts for questions that probe statistics for deeper insight. Discover the simplest way to find the actionable insights hidden in your data analytics. Learn best practices and considerations for using metrics in analytics and see how to turn them into powerful tools.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

Infor

Why CRM is Critical for Value-Selling
sponsored by Infor
WHITE PAPER: Today, salespeople have less control over the sales process than ever before. Discover ways to help salespeople continue to be a valuable part of a transaction with value-selling and CRM by collecting, analyzing, and sharing customer data.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

Infor

Make CRM stick Eight ways to increase CRM adoption in your organization
sponsored by Infor
WHITE PAPER: Are your employees actually utilizing your CRM solution or just checking the boxes to make it look good? Read this paper to learn the 8 ways you can increase CRM adoption across your organization to take full advantage of your CRM solution.
Posted: 18 Aug 2016 | Published: 18 Aug 2016

Infor

The Key to Improving Customer Experience and Decreasing Disloyalty
sponsored by [24]7
WHITE PAPER: Providing customers with a "delightful" experience has become a focus for business differentiation. It's garnered a lot of attention, but is it actually worthwhile? Discover the key to improving customer loyalty and 8 questions that are essential to decreasing disloyalty through reducing customer effort.
Posted: 10 Aug 2016 | Published: 10 Aug 2016

[24]7

Five Tips for Mastering Digital Customer Service
sponsored by Genesys
WHITE PAPER: As contact center engagement reaches critical mass, customers now expect the same level of service from digital and voice interactions. Discover ways to provide a seamless experience as your audience navigates across multiple channels.
Posted: 10 Jun 2016 | Published: 10 Jun 2016

Genesys

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

Wholesale: SMBs are Using Technology to Sharpen Business Practices, Improve Customer Engagement
sponsored by SAP
WHITE PAPER: The Internet of Things (IoT) can offer new insights and provide more value to customers and consumers. Learn more ways disruptive technology can help you engage your audience and maintain your competitive advantage by reading this report.
Posted: 13 Oct 2016 | Published: 13 Oct 2016

SAP

IDC: How Retailers Can Drive Revenue, Efficiency, and Loyalty with Smart Adoption of Advanced Technology
sponsored by SAP
WHITE PAPER: The digital transformation of retail is changing the buying, sourcing, merchandising, and sales strategies of our in-store past. Learn what your competitors are doing to expand their omni-channel reach, and uncover new ways to approach these changes.
Posted: 12 Oct 2016 | Published: 30 Sep 2016

SAP

A Guide to Patient Interaction
sponsored by Avaya TSG
WHITE PAPER: Discover how to enhance the patient experience by automating routine processes and expanding patient interaction outside the hospital. Access now and learn the benefits of proactive outreach, both pretreatment and post-discharge, including fewer preventable readmissions, reduced costs, and more.
Posted: 06 Jul 2016 | Published: 31 Dec 2015

Avaya TSG

7 Things You Didn't Know Were Possible with Self Service and Automation
sponsored by Avaya CenturyLink
WHITE PAPER: New paradigms of self service and automation have emerged that make it essential for you to stay current with your customer service strategy. Uncover key information about these paradigms and learn 7 things you didn't know were possible.
Posted: 28 Jun 2016 | Published: 31 Dec 2015

Avaya CenturyLink

Australian Digital Experience Report
sponsored by SAP
WHITE PAPER: 76% of satisfied customers demonstrate brand loyalty. In this report, learn more about how Australian consumer preferences are shifting towards digital channels, and what you can do to close the gap between expectations and delivery.
Posted: 27 Jun 2016 | Published: 27 Jun 2016

SAP

Customer Engagement: From Interactions to Relationships
sponsored by Avaya
WHITE PAPER: Improving customer experiences has replaced operational efficiency gains as the top objective in customer care executives' agendas. This Aberdeen report details how "best-in-class" firms are achieving greater customer retention and annual growth as a result. Discover more in the report now.
Posted: 20 Jun 2016 | Published: 31 Mar 2015

Avaya
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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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