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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 228 Matches Previous Page  |  Next Page
Exxel Outdoors Sees Triple Digit Mobile Growth
sponsored by BigCommerce
WHITE PAPER: Exxel Outdoors, a sports and outdoors company, faced a problem: The headache of managing various content and ecommerce systems was weighing on their small team. In this case study, learn how Exxel Outdoors was able to manage their sites effectively and grow their mobile brand with an ecommerce platform.
Posted: 13 Oct 2017 | Published: 13 Oct 2017

BigCommerce

Meet Your Future Power Consumer: Generation Z
sponsored by Adyen
WHITE PAPER: Millennials are in the midst of their professional careers and have a steady income, making them a key shopping demographic. But there's another group poised to cause the next big shift in how we shop (and buy): Enter Generation Z. Discover this future power consumer, and how to give them what they want.
Posted: 13 Oct 2017 | Published: 13 Oct 2017


Tell a Great Brand Story to Connect to Consumers
sponsored by BrightSpot
WHITE PAPER: In today's world, consumers are always connected. They rely on multiple channels to get the information they want, when they want. Marketers need to evolve to stay competitive in this new consumer landscape. Learn best practices of successful brand storytelling and how technology can (and should) enable those best practices.
Posted: 31 Aug 2017 | Published: 31 Aug 2017

BrightSpot

Technology Roadmap for Omnichannel Customer Engagement
sponsored by Genesys
WHITE PAPER: Discover how to use a system of engagement approach to enable seamless omnichannel service across all channels and touchpoints, and uncover 4 steps to make your contact center operations omnichannel-ready.
Posted: 31 Aug 2017 | Published: 31 Aug 2017

Genesys

Should You Update or Abandon That ACD?
sponsored by Genesys
WHITE PAPER: Explore the potential benefits of VoIP vs. SIP. Find out how to improve contact center efficiency and break down silos between channels. Plus, learn how to migrate from legacy ACD systems to SIP to deliver seamless omnichannel customer experiences.
Posted: 30 Aug 2017 | Published: 30 Aug 2017

Genesys

7 Steps for Delivering Next-Generation Digital Customer Service
sponsored by Genesys
WHITE PAPER: Businesses across the globe are looking into how to use digital channels to more effectively serve their clients. Are you doing the same? Read on to learn 7 steps you can take to deliver next-gen digital customer service.
Posted: 24 Aug 2017 | Published: 24 Aug 2017

Genesys

Journey Mapping: An Outside-in Approach to Delivering Great Customer Experiences
sponsored by Genesys
WHITE PAPER: In this digitally disrupted environment, journey mapping your customer's buying cycle could be the best way to nurture customer loyalty. But just what is journey mapping? Read on to get this question answered, and to learn how journey maps improve customer experience, a 4 step approach to journey map research, and more.
Posted: 24 Aug 2017 | Published: 24 Aug 2017

Genesys

Removing the Barriers to Automating Quality Assurance
sponsored by NICE Systems, Inc
WHITE PAPER: Explore 4 barriers to true quality management automation in contact centers and how to overcome them. Discover how to get the most out of your quality management processes and data by paving the way for the automation.
Posted: 18 Aug 2017 | Published: 18 Aug 2017

NICE Systems, Inc

Harness the Power of the Cloud to Engage Your Customers, Employees and Business
sponsored by NICE Systems, Inc
WHITE PAPER: Discover how to use a cloud-based workforce management (WFM) platform to simplify, automate, and scale your contact center's WFM infrastructure and operations.
Posted: 17 Aug 2017 | Published: 17 Aug 2017

NICE Systems, Inc

Keeping the Romance Alive to Attract and Retain Customers
sponsored by SAP Hybris
WHITE PAPER: Uncover tips for improving customer relationships so that you can increase brand trust, customer engagement, and customer loyalty.
Posted: 15 Aug 2017 | Published: 24 Jul 2017

SAP Hybris

CRM and Digital Opportunities for Today's SMBs
sponsored by Salesforce
WHITE PAPER: This report, commissioned by Salesforce, aims to identify potential areas SMBs can improve when it comes to using CRM and digital technology. Learn how to create more targeted, personalized marketing strategies, orchestrate multichannel strategies, assess the potential financial benefits of CRM, and more.
Posted: 10 Aug 2017 | Published: 10 Aug 2017

Salesforce

Omnichannel Strategies and APIs: Redefine Your Customer Relationships
sponsored by MuleSoft
WHITE PAPER: New channels and new ways of interacting with customers emerge rapidly – meaning that creating omnichannel strategies is a key to future-proofing your business, not just a differentiator for the here and now. Explore how an API-led approach helps you deliver successful omnichannel customer experiences.
Posted: 19 Jun 2017 | Published: 19 Jun 2017

MuleSoft

Datasheet: SAP Hybris Commerce Cloud
sponsored by SAP Hybris
WHITE PAPER: Learn how SAP Hybris Commerce Cloud can help your business become omnichannel, deliver contextual customer experiences, and unify customer processes.
Posted: 12 Jun 2017 | Published: 12 Jun 2017

SAP Hybris

Digital Trends Reshaping the Buying Experience
sponsored by SAP Hybris
WHITE PAPER: Forrester has found that 75% of B2B buyers prefer to self-educate rather than speak to a sales representative. Uncover more stats, trends, and technologies reshaping the buying experience and what you can do to leverage new tools.
Posted: 12 Jun 2017 | Published: 12 Jun 2017

SAP Hybris

CRM Suites For Midsize Organizations
sponsored by SAP Hybris
WHITE PAPER: Large CRM vendors increasingly offer broader and deeper capabilities that increase their complexity. Still, some vendors are delivering modern interfaces and mobile-first strategies that address specific business problems. Which tools truly work in an enterprise setting? Learn how Forrester has rated 11 CRM vendors.
Posted: 12 Jun 2017 | Published: 21 Nov 2016

SAP Hybris

Vendor Analysis for Multichannel Customer Engagement Tools
sponsored by SAP Hybris
WHITE PAPER: Forrester has assessed 22 vendors that offer machine learning, personalization, and ad tech features designed to help marketers interact with their audience. Uncover which 5 capabilities companies should look for to make the decision-making process smoother.
Posted: 08 Jun 2017 | Published: 08 Jun 2017

SAP Hybris

11 Hot E-Commerce Vendors And How They Stack Up
sponsored by SAP Hybris
WHITE PAPER: In this Forrester Research report, learn why firms are investing in e-commerce technology that supports full spectrum selling, personalized digital customer experiences, data-driven merchant tools, and more.
Posted: 06 Jun 2017 | Published: 24 Mar 2017

SAP Hybris

Critical Capabilities for E-Commerce Platforms
sponsored by SAP Hybris
WHITE PAPER: 30% of e-commerce sites will integrate technology from more than 15 vendors to deliver a digital experience by 2018. Learn which capabilities are critical for B2C and B2B organizations delivering a personalized customer experience across channels.
Posted: 06 Jun 2017 | Published: 06 Jun 2017

SAP Hybris

The Age of the Patient: How CRM Guides Providers in this New Era of Healthcare
sponsored by Salesforce
WHITE PAPER: The shift toward value-based reimbursement and advances in CRM technology has created an opportunity to transform the patient experience. In this e-book, uncover how you can engage your patients and maintain relationships to improve satisfaction in this "Age of the Patient."
Posted: 01 Jun 2017 | Published: 01 Jun 2017

Salesforce

Reasons Why Executives Choose SAP Hybris Commerce Cloud
sponsored by SAP Hybris
WHITE PAPER: Find out why more executives at both small and large organizations are choosing SAP Hybris Commerce Cloud for their private cloud-based, integrated commerce, CRM, and content management strategies.
Posted: 01 Jun 2017 | Published: 01 Jun 2017

SAP Hybris

CMO Review: Navigating Change in the Digital Landscape
sponsored by SAP Hybris
WHITE PAPER: Learn what Alicia Hatch, CMO of Deloitte Digital, has to say about the dangers of ignoring the rate of change and the virtues of embracing technology, integration, and agility.
Posted: 01 Jun 2017 | Published: 01 Jun 2017

SAP Hybris

Your Guide to Building Customer Loyalty with Analytics
sponsored by SAS
WHITE PAPER: Happy customers mean a growing business, and for that reason, improving customer service with data analytics should be a top priority. Learn how you can get started on this journey by opening this white paper.
Posted: 26 May 2017 | Published: 26 May 2017

SAS

Why Your Business Needs a Personalization Strategy
sponsored by Cxense
WHITE PAPER: Return customers are an asset for your company, providing quality, actionable data for you and your marketing department. Learn more about how you can leverage web personalization in your web apps and website design to provide an enticing customer experience that will keep your customers coming back.
Posted: 05 May 2017 | Published: 05 May 2017

Cxense

Be a Marketing Hero
sponsored by Cxense
WHITE PAPER: If you don't provide a personalized experience, somebody else will – and that's where your customers will keep going back to. Learn more about how you can leverage web app and website personalization in your own company and start keeping your customers.
Posted: 05 May 2017 | Published: 05 May 2017

Cxense

Legal services Marketplace Relies on Call Tracking to Demonstrate ROI for Lawyers
sponsored by Twilio
WHITE PAPER: Learn how Avvo implemented trackable numbers with Twilio to satisfy customers, increase conversion rates, deliver metrics, give business a boost.
Posted: 09 May 2017 | Published: 09 May 2017

Twilio
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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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