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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 34 Matches Previous Page  |  Next Page
Improving Sales Effectiveness In a Buyer’s Market
sponsored by SAP America, Inc.
WHITE PAPER: This paper details the results of a survey of 160 firms with annual revenues of $250M or more conducted to determine whether their customer relationship management (CRM) software is addressing the changed and changing requirements of sales reps as they develop relationships and pursue opportunities in light of ever increasing buyer expectations.
Posted: 07 Feb 2012 | Published: 07 Feb 2012

SAP America, Inc.

CRM and Social Media: How a Blended Approach Means Good Business in the Hospitality Industry
sponsored by Infor CRM
WHITE PAPER: This white paper offers hospitality strategies for combining social media and real-time customer relationship management (CRM) to wow patrons and increase customer loyalty. Learn how social CRM can increase your ROI and build your business reputation.
Posted: 07 Feb 2012 | Published: 07 Feb 2012

Infor CRM

The Customer Loyalty Conundrum
sponsored by SAP America, Inc.
WHITE PAPER: In 2011, Forrester Consulting conducted a study to find out how customer loyalty decision-makers define and execute customer loyalty. Read this study to find Forrester's analysis of how loyalty decision-makers currently use customer data, technology, and analytics to manage customer loyalty programs.
Posted: 06 Feb 2012 | Published: 06 Feb 2012

SAP America, Inc.

North American Contact Center Industry 2011: A Mid-Year Update and Forecast
sponsored by Calabrio, Inc.
WHITE PAPER: This informative market update from The National Association of Call Centers (NACC) provides a comprehensive look at the industry.
Posted: 31 Jan 2012 | Published: 31 Jan 2012

Calabrio, Inc.

Customer Analytics Pay Off
sponsored by IBM
WHITE PAPER: Read this white paper to learn four stages of organizational capabilities and associated customer analytics strategies to help gain deeper customer insight.
Posted: 24 Jan 2012 | Published: 24 Jan 2012

IBM

Best Practices for Transforming to a Multi-Channel Contact Center
sponsored by inContact
WHITE PAPER: Read this white paper to get a framework, plan and recommended best practices for transforming your siloed contact centers into a multi-channel servicing environment.
Posted: 20 Jan 2012 | Published: 20 Jan 2012

inContact

CRM Thought Leadership booklet
sponsored by IBM
WHITE PAPER: With instant access to information, customers expect a purchase experience that matches the ease and speed of the information-gathering experience. Read this white paper, created in collaboration with Frost & Sullivan, to see how a customer relationship management (CRM) solution can help you respond on the customers’ terms.
Posted: 17 Jan 2012 | Published: 17 Jan 2012

IBM

CRM Sheds Light on Tommy Bahama Customers
sponsored by Infor CRM
WHITE PAPER: Read this brief article to discover how this growing retail chain of "island fashion" utilizes their loyal customers and their information to keep their business going through the recession and beyond.
Posted: 17 Jan 2012 | Published: 17 Jan 2012

Infor CRM

Have You Earned Your Customers’ Trust?
sponsored by inContact
WHITE PAPER: Companies need to take their customer experience to the next level. This means being more responsive and proactive, delivering consistently on brand promises, listening to customers and acting on that insight. Read on to learn why customer trust is critical to your business and how to successfully build your customer's trust.
Posted: 17 Jan 2012 | Published: 17 Jan 2012

inContact

How to retain customer loyalty in the competitive retail market
sponsored by Infor CRM
WHITE PAPER: Read this now to learn how single-view software could enhance your customer relationship interactions with more insightful data.
Posted: 16 Jan 2012 | Published: 16 Jan 2012

Infor CRM

The Ultimate Guide to Email Prospecting
sponsored by Citrix Online Go To Meeting
WHITE PAPER: This new e-book by Jill Konrath, sales strategist and author, explores how to craft an email message that grabs the attention of prospects and compels them to continue the conversation.
Posted: 13 Jan 2012 | Published: 13 Jan 2012

Citrix Online Go To Meeting

How to Design and Deliver Effective Virtual Sales Presentations
sponsored by Citrix Online Go To Meeting
WHITE PAPER: This new What Works! e-book explores best practices for effectively engaging prospects in a virtual environment to shorten the sales cycle, beat the competition and close more business.
Posted: 13 Jan 2012 | Published: 13 Jan 2012

Citrix Online Go To Meeting

Leverage WFM for exceptional customer experiences
sponsored by Infor WFM Workbrain
WHITE PAPER: Read this white paper to discover strategies for leveraging workforce management (WFM) to improve customer service, and thus increase customer satisfaction and retention.
Posted: 16 Dec 2011 | Published: 16 Dec 2011

Infor WFM Workbrain

The 10 worst practices for Technical Support and how to overcome them
sponsored by NTR Global
WHITE PAPER: Delivering superior service and support is more important than ever as companies strive to differentiate themselves from the competition. In many organizations, service quality is governed by self-harming "worst practices" instead of productive best practices. Learn what these practices are and how to avoid them.
Posted: 17 Nov 2011 | Published: 17 Nov 2011

NTR Global

Assessment Cross-Channel Experience Assessment
sponsored by IBM
WHITE PAPER: This paper offers information on rapidly developing a cross-channel strategy that reflects current customer trends and priorities, assesses a company’s Channel Capability Maturity, and helps to determine optimal future maturity needed to support the channel strategy.
Posted: 17 Nov 2011 | Published: 17 Nov 2011

IBM

Create an Online Customer Feedback Loop with Your Call Center
sponsored by Tealeaf
WHITE PAPER: Many retail financial services institutions (FSI) do not have any visibility or context outside of a single interaction channel. In this whitepaper, we will describe the business imperative for closing the multi-channel customer experience gap and discuss how doing so gives you opportunities to differentiate.
Posted: 29 Sep 2011 | Published: 29 Sep 2011

Tealeaf

Customer Experience Management Best Practices For Retail: Five Ways to Increase Conversion and Adoption Rates
sponsored by Tealeaf
WHITE PAPER: In today's economy, no online retailer can afford to postpone investing in the online customer experience. Retailers need to take immediate steps to ensure they understand the experience of their customers who are transacting online. Read this white paper to learn the retail customer experience management best practices.
Posted: 29 Sep 2011 | Published: 29 Sep 2011

Tealeaf

5 ways to increase online self-service adoption for financial services
sponsored by Tealeaf
WHITE PAPER: Financial institutions need to take immediate steps to ensure they understand the experience of their customers who are transacting online. In this white paper learn how to implement an effective customer experience management (CEM) to help build customer loyalty, revenue, cost savings, and more.
Posted: 29 Sep 2011 | Published: 29 Sep 2011

Tealeaf

Customer Experience Management Best Practices For Travel and Hospitality: Five Ways to Increase Conversion and Adoption Rates
sponsored by Tealeaf
WHITE PAPER: In this white paper, we go over five best practices based on working with some of the world's leading travel and hospitality companies to help them take a more systematic, quantifiable approach to improving their online customer experience and, in turn, increase revenue.
Posted: 29 Sep 2011 | Published: 29 Sep 2011

Tealeaf

Transforming the Customer Experience: How Four Contact Centers Did It Successfully
sponsored by inContact
WHITE PAPER: If your organization isn't on the cloud yet when it comes to customer service, then you may be severely disadvantaged. Competition for customer service is increasing and your company needs all the latest tools to stay ahead of the game. Read this white paper to learn how four contact centers adopted agile cloud-based computing technologies.
Posted: 16 Sep 2011 | Published: 16 Sep 2011

inContact

CRM and Small Business: Smaller, Faster, Better
sponsored by SugarCRM Inc.
WHITE PAPER: The advent of cloud-based CRM applications has eliminated the significant initial budgetary barriers to entry for many businesses, and the proliferation of products geared toward smaller businesses has presented small business with options that allow them to choose based on specific features. Learn more about how CRM can help your small business.
Posted: 01 Sep 2011 | Published: 01 Sep 2011

SugarCRM Inc.

The Social CRM Playbook
sponsored by SugarCRM Inc.
WHITE PAPER: This white paper will provide an outline of the broad steps you should take in building a social CRM strategy and a overview of how you can pair that strategy with technology to enable your business to practice real social CRM.
Posted: 01 Sep 2011 | Published: 01 Sep 2011

SugarCRM Inc.

Build Your Own SAP CRM Solution — and Know Exactly How Much It Will Cost
sponsored by SAP America, Inc.
WHITE PAPER: This white paper provides an overview of a rapid deployment strategy designed to take the guesswork out of implementing CRM. Inside, learn how this approach can let you pick and choose features which matter the most to your organization while avoiding playing for ones you don't to provide an accurate, upfront price.
Posted: 19 Jul 2011 | Published: 19 Jul 2011

SAP America, Inc.

The 10-Step Guide to Buying the Right CRM Solution
sponsored by SugarCRM Inc.
WHITE PAPER: The CRM buying process can be reduced to a set of 10 steps that will help you pare down the field of potential solutions to a few vendors who are the best fit. This guide will allow you to move through 10 sets of steps.
Posted: 12 Jul 2011 | Published: 12 Jul 2011

SugarCRM Inc.

Managing the customer experience across channels -- a manager's guide
sponsored by Oracle Corporation
WHITE PAPER: This eBook explores optimizing and analyzing data collected from each channel and how to apply the findings to a customer experience management (CEM) strategy.
Posted: 06 May 2011 | Published: 06 May 2011

Oracle Corporation
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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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