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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)
1 - 25 of 176 Matches Previous Page  | Next Page
5 Best Practice Steps for B2B and B2C Convergence
sponsored by IBM
WHITE PAPER: Access this Aberdeen research report to find out how customer requirements and cross-channel logistics flow, grow, and coverage – and what that means for your supply chain strategy.
Posted: 05 Dec 2014 | Published: 05 Dec 2014

IBM

Proactively Manage Service Levels - How to Improve Customer Experience, Avoid Penalties, Improve Performance, and Increase Agility
sponsored by Automic
WHITE PAPER: This whitepaper starts by exploring the challenges of meeting SLAs in this new world that we find ourselves in. It then goes on to highlight the critical capabilities needed to proactively manage SLAs and explains how the Automic Business Automation platform provides the capabilities.
Posted: 26 Nov 2014 | Published: 26 Nov 2014

Automic

How APIs Displace ESBs and SOA in the Enterprise
sponsored by Apigee
WHITE PAPER: Powering interactions via apps requires a new architecture. Companies today seek to leverage the latest forms of mobile and rich-client engagement to build new experiences. Enterprises must move from delivering web apps as the primary interaction channel to powering interactions across multiple interactive touch points.
Posted: 18 Nov 2014 | Published: 18 Nov 2014

Apigee

Mind Shift: Giving customers what they want, when they want it
sponsored by Infor
WHITE PAPER: What does it really take to deliver the most effective customer experiences these days? Consult the following white paper to learn about the top 7 constituents of an effective customer experience strategy.
Posted: 17 Nov 2014 | Published: 17 Nov 2014

Infor

Gaining New Customers Through Multichannel Live Video Engagement
sponsored by UStream
WHITE PAPER: The following white paper examines the marketing challenge that faces organizations today that are trying to engage customers in the presence of thousands of other web pages. Additionally, learn how multichannel live video engagement can offer a valuable solution and what you should consider for future marketing procedures.
Posted: 05 Nov 2014 | Published: 05 Nov 2014

UStream

5 Tips to Immediately Improve Customer Service KPIs
sponsored by Genesys
WHITE PAPER: Download this tip sheet and see 5 things you can do now to improve efficiency, reduce response times and increase sales conversions for your contact center.
Posted: 04 Nov 2014 | Published: 04 Nov 2014

Genesys

The Hidden Secret to Great Customer Experience
sponsored by Genesys
WHITE PAPER: This white paper shows you how to turn these touchpoints, which too often negatively impact CX, into your competitive advantage. Learn the secrets of managing the entire customer journey and you'll be able to increase efficiency and boost your customer scores.
Posted: 27 Oct 2014 | Published: 27 Oct 2014

Genesys

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®

Deliver a More Personalized 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

Measuring Cloud-Based Contact Center Performance
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

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

Cloud-Based Approach to Modernizing Your Contact Center
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

Case study: How one company improved customer loyalty, service, efficiency
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

Selecting a Cloud-Based Contact Center Solution
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

5 Steps to Improve the Customer Experience
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

Best Practices for Delivering a Personalized Customer Experience
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

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

How to Meet and Exceed Customer Demands
sponsored by Genesys
WHITE PAPER: Customers expect a great end-to-end experience. Wherever work is accomplished in the enterprise, it's all part of the Customer Service Value Chain. Is your enterprise meeting this expectation? What about in the future?
Posted: 30 Jun 2014 | Published: 26 Jun 2014

Genesys

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

Social Login 101
sponsored by Gigya
WHITE PAPER: View this white paper to learn why social login -- with permission-based access to first-party identity data -- is the better option for getting the kind of information that creates relevant cross-channel experiences. Read now to explore the basics of social login, best practices, and benefits for consumers and businesses.
Posted: 27 Jun 2014 | Published: 27 Jun 2014

Gigya

Best Practices for Knowledge Management
sponsored by KANA
WHITE PAPER: Implementing a knowledge management program in the contact center can improve the efficiency and quality of your services, optimize customer experience, reduce agent training costs, and increase job satisfaction. In this white paper, explore best practices for successful knowledge management implementation in the contact center.
Posted: 24 Jun 2014 | Published: 24 Jun 2014

KANA
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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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