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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 160 Matches Previous Page  | Next Page
Make the Voice of the Customer Your Business Asset
sponsored by Attensity
WHITE PAPER: Access the following white paper to uncover the top 10 steps to improving your customer experience strategy. Learn what it takes to make the voice of the customer one of your greatest assets; including the technology to consider, focus points, and more.
Posted: 19 Aug 2014 | Published: 19 Aug 2014

Attensity

Adobe EchoSign for Microsoft Dynamics CRM
sponsored by Adobe EchoSign
WHITE PAPER: Check out the following white paper to examine an electronic signature solution that can enable your business to send, sign, track, and file contracts faster and more efficiently without having to leave your CRM program.
Posted: 13 Aug 2014 | Published: 13 Aug 2014

Adobe EchoSign

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

Top 5 Steps to a World Class Contact Centre
sponsored by Genesys
WHITE PAPER: In this expert resource you'll find five key steps to keep in mind when building a world-class contact centre in today's rapidly changing customer landscape.
Posted: 30 Jun 2014 | Published: 31 Dec 2013

Genesys

Staying Competitive and Profitable – Essentials for Customer Experience Success
sponsored by Genesys
WHITE PAPER: This white paper discusses the importance of focusing on the customer experience journey, explores why companies don't get the customer journey right, and discusses how leading companies provide great customer experiences.
Posted: 30 Jun 2014 | Published: 30 Jun 2014

Genesys

Meeting Demands, Exceeding Expectations: The Future of Workload Management
sponsored by Genesys
WHITE PAPER: Customers expect a great end-to-end experience, whether work is accomplished in the enterprise or in the back office, 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

Differentiate your CRM with Cloud-based Customer Service
sponsored by Salesforce
WHITE PAPER: In this booklet, we'll show you what the #1 customer service application, Service Cloud, looks like and how to use the features.
Posted: 16 Jun 2014 | Published: 16 Jun 2014

Salesforce

How to Give a Killer Presentation: Lessons from TED
sponsored by Citrix Online Go To Meeting
WHITE PAPER: In this article, TED's curator describes the process that TED uses to prepare speakers for their presentations- suggestions that are helpful for presentations in any setting.
Posted: 04 Jun 2014 | Published: 30 Jun 2013

Citrix Online Go To Meeting

Store Without Walls: How Mobile Bridges Physical and Electronic Commerce
sponsored by Toshiba
WHITE PAPER: This white paper explains the opportunity that mobility offers in terms of enhancing operations and processes across the entire shopping experience. This allows retailers to empower managers, associates and consumers today while future-proofing their business against ongoing technological advancements and evolving consumer preferences.
Posted: 06 May 2014 | Published: 31 Jan 2013

Toshiba

Marketing Automation Drives Sports Fan Engagement
sponsored by SAS
WHITE PAPER: The following white paper explores the 4 phases of successful CRM. Uncover why CRM needs to be addressed on multiple levels outside that of technology, what strategies you need to know to really get a handle on CRM, and more.
Posted: 05 May 2014 | Published: 30 Apr 2014

SAS

8 key sales metrics to improve your effectiveness
sponsored by Salesforce Data.com
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 Data.com

Guide to growth: Identify business growth drivers and develop a plan
sponsored by Salesforce Data.com
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 Data.com

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

Tips for Presenting to Business People
sponsored by Code42
WHITE PAPER: Presenting to "the Business" can be one of the most intimidating things that technical IT pros do as part of their standard job. This guide outlines strategies for giving a top-notch presentation.
Posted: 05 Jun 2014 | Published: 05 Jun 2014

Code42

Tips for Working with "The Business"
sponsored by Code42
WHITE PAPER: This whitepaper explores the future of IT and explains why it belongs to people who are able to translate business visions into technical realities.
Posted: 05 Jun 2014 | Published: 05 Jun 2014

Code42

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

Best Practices for a Lead Management Strategy
sponsored by Act On
WHITE PAPER: Well-executed, lead management strategies can produce significant savings, reduce time spent in the funnel, and bring sales and marketing into closer concert -- so what constitutes a solid lead management strategy?
Posted: 11 Apr 2014 | Published: 31 Dec 2013

Act On

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

Close the Omni-channel Customer Experience Gap
sponsored by IBM
WHITE PAPER: If your customers cannot move smoothly across all channels, their experiences will suffer. Access this guide to learn how you can close the omni-channel customer experience gap and bring online visibility to your contact center.
Posted: 20 Mar 2014 | Published: 31 Aug 2013

IBM

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

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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