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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 233 Matches Previous Page  |  Next Page
8 Steps to Creating an Effective Holiday Marketing Campaign
sponsored by Marketo
WHITE PAPER: This guide is designed to help marketers face the challenge of standing out, capturing consumers' attention with fun, relevant, and personalized campaigns in order to drive revenue. Discover 8 steps that cover how to plan and run an effective holiday marketing campaign, including identify your segments, personalize the experience, and 6 more.
Posted: 24 Oct 2016 | Published: 31 Dec 2015


The Modern State of Email and How To Increase Your Deliverability
sponsored by Marketo
WHITE PAPER: In this white paper, explore what drives modern email deliverability and learn some best practices for crafting an engaging email. Discover Gmail's new tabbed inbox filters, how to write subject lines with important "trigger words" and more.
Posted: 19 Oct 2016 | Published: 19 Oct 2016


How Consumer Products Firms are Using Technology to Realize Business and Customer Engagement Goals
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


Leveraging Analytics For The Future in The New Data Generation
sponsored by SAS
WHITE PAPER: In this whitepaper learn how you can leverage your business' analytics do discover not only what your customers want now, but to learn what they will want in the future. Learn how to build detailed customer profiles, personalize analytics using AI, increase customer engagement with transparent analytics, and more.
Posted: 14 Oct 2016 | Published: 14 Oct 2016


The Value of Cloud ERP to Your Business
sponsored by NetSuite
WHITE PAPER: Finding the right ERP strategy is critical because it helps perform and improve critical functions like automating core business operations, improving financial compliance, enhancing customer service, and more. Access this buyer's guide to help decide if on-premise ERP is right for your needs or if it's time to consider migrating to the cloud.
Posted: 13 Oct 2016 | Published: 31 Dec 2015


Using Technology to Sharpen Business Practices and 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


Retail: Small and Midsize 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


Cold Calling is not Dead: Accelerate your Sales Performance
sponsored by Salesforce
WHITE PAPER: While new generations of sales reps may prefer digital communications, the buyers they target will likely respond faster to cold calling. Learn 5 tips to make cold calling a successful endeavor in your organization.
Posted: 27 Sep 2016 | Published: 27 Sep 2016


Survey Report: Insights from Today's Customer Service Leaders
sponsored by ServiceNow
WHITE PAPER: Customer service is difficult to master, but this survey report offers insights from 200 U.S. customer service leaders. Inside you will learn about common practices among these leaders and see how you can apply them within your organization.
Posted: 26 Sep 2016 | Published: 31 Aug 2016


How to Move Beyond Traditional CRM and Modernize Your Customer Service
sponsored by ServiceNow
WHITE PAPER: According to a Forrester study, 80% of businesses believe they deliver a superior customer experience, but only 8% of their customers agree. Explore a holistic approach that brings together people, workflows, and systems to deliver a superior customer experience beyond traditional CRM.
Posted: 26 Sep 2016 | Published: 31 Aug 2016


4 Ways to Drive Service Innovation with the Internet of Things
sponsored by IBM
WHITE PAPER: Explore how organizations across multiple industries are using real-time insights to deliver better services to clients with an IoT approach to data collection and use. Uncover 4 ways to improve services with IoT and get real-world examples of how organizations from around the world are already using analytics to unlock the power of IoT data.
Posted: 19 Sep 2016 | Published: 31 Dec 2014


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


Improving the Patient Experience: Portal Adoption Strategies that Work
sponsored by Medfusion
WHITE PAPER: A patient portal is of little value if patients aren't signing up. Access this exclusive resource to leverage 15 proven strategies to develop your portal adoption action plan. Additionally, view an essential checklist as you formulate your strategies.
Posted: 01 Sep 2016 | Published: 01 Sep 2016


How to Build Marketplaces that Users Trust
sponsored by Twilio
WHITE PAPER: Unless you're connecting your consumers and products and services seamlessly, any attempt to attract, engage and retain them to transact on your marketplace will likely fail. With examples from Airbnb, Uber and a few others, dig into how you can establish trust with your customers via improving your communication strategies.
Posted: 16 Aug 2016 | Published: 16 Aug 2016


The Key to Improving Customer Experience and Decreasing Disloyalty
sponsored by [24]7 Customer, Inc.
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 Customer, Inc.

Putting Context at the Center of Sales Success
sponsored by SAP
WHITE PAPER: To gain a thorough understanding of the challenges facing sales departments, a team of vendors and sales directors have unearthed sales leaders' insights and views on several issues. Uncover key details on the tension between targets and costs, changes within the sales funnel, and more.
Posted: 10 Aug 2016 | Published: 27 Nov 2015


Cloud-based IT-as-a-Service: Providers, SLAs, and More
sponsored by Catchpoint Systems Inc.
WHITE PAPER: This white paper explores ITaaS providers, SLAs and more. Examine the keys to an ITaaS business, what reporting and analysis in the cloud can do to your business performance and revenue, and 5 reasons your SaaS business should monitor behind the firewall.
Posted: 08 Aug 2016 | Published: 08 Aug 2016

Catchpoint Systems Inc.

Building a Business Portfolio to be Customer-Centric: 3 Considerations
sponsored by Infor
WHITE PAPER: Is your business positioned to meet the new customer expectations and demands, and add services to your business portfolio? Access this white paper now to learn how you can best take advantage of CRM technology to grow your business portfolio and understand your customers.
Posted: 25 Jul 2016 | Published: 25 Jul 2016


Business Customer Strategies for a Complex World
sponsored by UXC Oxygen
WHITE PAPER: Taming complexities behind the customer journey requires your consolidation of each model, channel, and market. Discover ways to make your commerce channels profitable by having the right infrastructure in place.
Posted: 14 Jul 2016 | Published: 14 Jul 2016

UXC Oxygen

Build and Manage Highly Personalized Customer Experiences
sponsored by UXC Oxygen
WHITE PAPER: Customers are looking for high-quality, relevant content within tailored, contextual experiences based on their available customer data. Discover fully-integrated strategies and learn to build these experiences into seamless, cohesive omni-channel experiences.
Posted: 14 Jul 2016 | Published: 14 Jul 2016

UXC Oxygen

Deliver Contextual Customer Experiences and Join the Digital Evolution
sponsored by UXC Oxygen
WHITE PAPER: 22% of CEOs believe that business model change dictates the next big thing. Discover why delivering a contextual customer experience is key to meeting new expectations and thriving in the new era, and learn how to integrate all digital and physical touch points for a seamless customer experience.
Posted: 13 Jul 2016 | Published: 13 Jul 2016

UXC Oxygen

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


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


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


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

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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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