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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 171 Matches Previous Page  | Next Page
Sales Pipeline Development Report: CSO Insights & Salesforce Data.com
sponsored by Salesforce
WHITE PAPER: CSO Insights, a sales and marketing effectiveness research firm, partnered with Salesforce Data.com to research common challenges and best practices related to improving the quality of sales pipeline. Download to learn more about the results from CSO Insights research.
Posted: 17 Apr 2014 | Published: 31 Dec 2013

Salesforce

Best Practices for Sustainable Growth: Grow Faster with the Right Data
sponsored by Salesforce
WHITE PAPER: Growing your business depends largely on knowing your customers -- and that requires having the right data, people, and processes in place. To begin the path to sustainable business growth, check out this extensive guide for businesses of all sizes -- from startup to enterprise.
Posted: 17 Apr 2014 | Published: 17 Apr 2014

Salesforce

Social Media: A Unified Strategy for Success
sponsored by Hootsuite
WHITE PAPER: In order to uncover the true value of social media, companies should employ a unified social media strategy across all departments. View this informative white paper to learn how to craft a cross-functional approach to social media, and explore the challenges and opportunities for social media in various departments.
Posted: 16 Apr 2014 | Published: 16 Apr 2014

Hootsuite

Social Media Education: The New Edge for Success
sponsored by Hootsuite
WHITE PAPER: Did you know that according to a report by the McKinsey Global Institute, business can unlock up to $1.3 trillion in business value by leveraging social technologies?  However, if your company isn't armed with the right knowledge, tools, and skill set, those financial (and other CRM) benefits will be out of reach.
Posted: 15 Apr 2014 | Published: 15 Apr 2014

Hootsuite

Best Practices For Setting Up a Lead Nurturing Program
sponsored by Act On
WHITE PAPER: In this report, Matt Heinz, President of Heinz Marketing and his fellow thought leaders demystify lead nurturing, offering best practices that you can follow when developing your own winning program.
Posted: 11 Apr 2014 | Published: 31 Dec 2012

Act On

Make Your Social #Failproof
sponsored by Hootsuite
WHITE PAPER: Many businesses are eager to jump into social media, due to the promise of better relationships with customers, more sales, and increased brand awareness. But if you take the plunge before you're fully prepared, you could be in for some serious tidal waves.
Posted: 11 Apr 2014 | Published: 11 Apr 2014

Hootsuite

Best Practices for a Lead Management Strategy
sponsored by Act On
WHITE PAPER: Comprehensive lead management strategies have been developed to maximize lead value and bring order and efficiency to the top of the marketing funnel. When well-executed, lead management strategies can produce significant savings, reduce time spent in the funnel, and bring sales and marketing into closer concert.
Posted: 11 Apr 2014 | Published: 31 Dec 2013

Act On

What Your Customers REALLY Think
sponsored by SDL
WHITE PAPER: Today, thanks to an explosion of new communication channels -- including mobile applications and social media -- more of customers' information is available to businesses than ever before. In this infographic, learn what customers really think about marketing data and privacy.
Posted: 10 Apr 2014 | Published: 10 Apr 2014

SDL

Understanding the Millennials
sponsored by SDL
WHITE PAPER: In this resource, explore the results of a 2014 survey on how Millennials operate as consumers, so you can use that information to optimize your marketing strategy and business processes. Find out how Millennials share personal data, how they relate to mobile devices, how they'd like to connect with companies, and more.
Posted: 07 Apr 2014 | Published: 07 Apr 2014

SDL

Google+ Guide
sponsored by Oracle Corporation
WHITE PAPER: This guide explores some best practices for utilizing Google+ as an effective user engagement strategy.
Posted: 27 Mar 2014 | Published: 31 Dec 2013

Oracle Corporation

How the Cloud Levels the Customer Service Playing Field
sponsored by Genesys
WHITE PAPER: In this paper by Ovum research, discover how mid-market companies can leverage the cloud to improve customer service, and, as a result, get on a more level playing field with bigger competitors. Explore the challenges that mid-size companies face with customer service, and get recommendations for cloud adoption tailored to service organizations.
Posted: 17 Mar 2014 | Published: 31 Mar 2013

Genesys

Transforming Customer Experience in the New Digital World
sponsored by Genesys
WHITE PAPER: In this white paper, learn why taking a holistic approach to digital channels in the contact center can help you deliver consistent, seamless, personalized experiences across all customer channels.
Posted: 14 Mar 2014 | Published: 14 Mar 2014

Genesys

Customer Experience: Essential Requirements for Company Profitability and Competitive Success
sponsored by Genesys
WHITE PAPER: Companies across all industries are feeling pressure to improve the customer experience while reducing costs at the same time. However, most are not prepared to cost-effectively provide great, real-time. multi-channel customer experiences, due to outdated technology and processes.
Posted: 14 Mar 2014 | Published: 14 Mar 2014

Genesys

Seven Blueprints for Contact Center Modernization
sponsored by Genesys
WHITE PAPER: Businesses are quickly realizing the value of customer experience and modernizing the contact center in order to improve customer retention and satisfaction. Contact center modernization involves transitioning from a closed, proprietary call center to a multi-channel, IP-centric contact center.
Posted: 13 Mar 2014 | Published: 13 Mar 2014

Genesys

5 Steps to Serving Customers in a Mobile World
sponsored by Aspect
WHITE PAPER: Today's businesses need to connect with their customers wherever they are -- and that's often on mobile devices. Effectively implementing a mobile-friendly strategy is more than just adopting the necessary contact center technology -- it's about building and maintaining customer relationships in a multi-dimensional way.
Posted: 12 Mar 2014 | Published: 12 Mar 2014

Aspect

The WOW Guide to Self-Service Support
sponsored by Desk.com (A Salesforce Company)
WHITE PAPER: This valuable guide describes why customers are demanding effective self-service support options and offers recommendations to help you get started.
Posted: 10 Mar 2014 | Published: 10 Mar 2014

Desk.com (A Salesforce Company)

Self-Service Support For Fast Growing Companies
sponsored by Desk.com (A Salesforce Company)
WHITE PAPER: This comprehensive guide reveals the business drivers for self-service support and describes how this strategy fuels customer experience excellence.
Posted: 10 Mar 2014 | Published: 31 Dec 2013

Desk.com (A Salesforce Company)

Consumer Satisfaction Benchmarking Report
sponsored by Aspect
WHITE PAPER: In this comprehensive report, explore the results of a survey conducted by Vanson Bourne about the current state of customer satisfaction in the UK. Get an inside look at what consumers expect from businesses, how they choose to interact with them, and changing perceptions of customer service.
Posted: 07 Mar 2014 | Published: 07 Mar 2014

Aspect

Multi-channel Self-service for Financial Services
sponsored by Aspect
WHITE PAPER: This resource will show you how multi-channel self-service can help you provide consistent, personalized, and integrated customer service across all channels, including mobile web, text, mobile apps, and social media.
Posted: 06 Mar 2014 | Published: 06 Mar 2014

Aspect

Tips for Sales Success: A Step-by-Step Guide
sponsored by Salesforce
WHITE PAPER: Selling your product or service isn't always easy, no matter how great it may be. Sales reps need the right knowledge, skillset, and attitude to make a sale -- does your team make the cut?
Posted: 06 Mar 2014 | Published: 06 Mar 2014

Salesforce

How to Rock Your Qualify Prospects Sales Goals
sponsored by Salesforce
WHITE PAPER: "That old way of qualifying is over," says Jeffrey Gitomer, best-selling author of The Sales Bible and The Little Red Book of Selling. So how exactly do you qualify in the age of the empowered customer, without feeling like a used car salesman?
Posted: 06 Mar 2014 | Published: 06 Mar 2014

Salesforce

7 Things Retailers Should Know About Multi-channel Self-Service
sponsored by Aspect
WHITE PAPER: Businesses across all industries are realizing the importance of incorporating multi-channel self-service into their contact center strategies, especially retailers. As of a 2012 research report, over 93% of retailers had implemented some sort of self-service -- and that percentage can only increase.
Posted: 05 Mar 2014 | Published: 05 Mar 2014

Aspect

7 Things You Should Know About Multi-channel Self-Service
sponsored by Aspect
WHITE PAPER: Todays' customers expect service via a variety of channels: mobile, social media, and old-fashioned telephone, to name a few. To keep up with customer demands, your contact center must figure out how to deploy multi-channel self-service. View this resource for seven things you need to know about multi-channel self-service before you get started.
Posted: 05 Mar 2014 | Published: 05 Mar 2014

Aspect

Choosing the Perfect Customer Support App
sponsored by Desk.com (A Salesforce Company)
WHITE PAPER: This guide counts down four easy steps to help you cut through the market for customer support applications and identify the tool that meets your business needs.
Posted: 05 Mar 2014 | Published: 05 Mar 2014

Desk.com (A Salesforce Company)

From Social Media to Social CRM: Reinventing the Customer Relationship
sponsored by IBM
WHITE PAPER: Access the following white paper to uncover the steps to building a social CRM strategy—who needs to be part of the strategy, how to evaluate the customer relationship control, and more.
Posted: 11 Mar 2014 | Published: 11 Mar 2014

IBM
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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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