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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 226 Matches Previous Page  |  Next Page
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.

Advanced Process Automation: Setting New Standards of Service in the Contact Center
sponsored by NICE Systems, Inc
WHITE PAPER: Explore 5 key benefits of robotic automation in the contact center, discover how 6 industries have already benefitted from reduced delays, lower operating costs, and fewer mistakes.
Posted: 28 Nov 2016 | Published: 28 Nov 2016

NICE Systems, 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

How IoT-Enabled Platforms Are Transforming Retail
sponsored by Microsoft
WHITE PAPER: Taking advantage of digital, omni-channel retailing opportunities means architecting the customer journey across the pantheon of smart, connected devices and platforms. Find out how a unified IoT platform and business strategy can help you deliver targeted, differentiated experiences, increase employee engagement, and more.
Posted: 28 Oct 2016 | Published: 28 Oct 2016

Microsoft

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 in the holiday season, 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.
Posted: 24 Oct 2016 | Published: 31 Dec 2015

Marketo

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

Marketo

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

SAS

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

NetSuite

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

Salesforce

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

ServiceNow

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

ServiceNow

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

How to Overcome Customer Experience Challenges with Key Best Practices
sponsored by NICE Systems, Inc
WHITE PAPER: Organizations often state that one of the main reasons their customer experience initiatives don't lead to action is because they lack clear direction. Learn how to overcome common customer experience challenges by leveraging three key necessary actions.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

NICE Systems, Inc

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

How New Iterations of Analytics are Changing Business
sponsored by NICE Systems, Inc
WHITE PAPER: Companies are finding that agility and real-time decision-making are critical to satisfying customers. Discover ways advanced reporting tools can help determine customer behavior for better, more targeted customer experiences.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

NICE Systems, Inc

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
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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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