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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 285 Matches Previous Page  |  Next Page
What Sales Should Really Expect from Marketing Automation
sponsored by Act-On Software
WHITE PAPER: This research report examines how marketing automation tools can overcome the top challenges sales reps face today. Learn what you can really expect from marketing automation software.
Posted: 28 Apr 2016 | Published: 28 Apr 2016

Act-On Software

Data Quality Challenges Hindering Your CRM Initiatives
sponsored by Trillium Software
WHITE PAPER: This white paper explores the top data challenges of CRM. Discover ideas on how you can address poor data quality to help ensure the success of your CRM initiatives.
Posted: 26 Apr 2016 | Published: 31 Dec 2015

Trillium Software

Navigating The Data Quality Challenges of CRM
sponsored by Trillium Software
WHITE PAPER: This white paper examines why data quality is essential to effective CRM initiatives and provides ideas on how you can achieve customer data integrity.
Posted: 25 Apr 2016 | Published: 25 Apr 2016

Trillium Software

The Do's and Don'ts of Effective Sales Analytics
sponsored by QlikTech Australia Pty Ltd
WHITE PAPER: As market leaders have discovered, effective sales analytics are much more than running forecast reports from a CRM platform. Access this brief guide to explore ways connecting CRM and additional data sources can help you.
Posted: 22 Apr 2016 | Published: 22 Apr 2016

QlikTech Australia Pty Ltd

Improving Cash Flow and Customer Service with e-invoicing
sponsored by Netsend
WHITE PAPER: It's critical to invoice quickly and accurately, encouraging prompt payment to bring cash into the business. But many enterprises still use inefficient processes that rely on print and postage, creating inconveniences for customers. Discover how e-invoicing can improve free cash flow and optimize the customer experience.
Posted: 20 Apr 2016 | Published: 31 Oct 2015

Netsend

Profiting from CRM Deployments in the Cloud
sponsored by Microsoft
WHITE PAPER: This white paper highlights a set of easy-to-deploy cloud CRM products, services and enablement tools that can help you improve your total value proposition.
Posted: 13 Apr 2016 | Published: 13 Apr 2016

Microsoft

Positioning Your Hospitality Cloud to Deliver the Next-Generation Hotel Guest Experience
sponsored by Mitel Networks Limited
WHITE PAPER: Discover in this paper how to leverage the power of the cloud to integrate your existing voice services with hospitality applications and workflows, in order to revolutionize the way you manage operations and staff.
Posted: 12 Apr 2016 | Published: 31 Dec 2015

Mitel Networks Limited

Global State of Multichannel Customer Service Report
sponsored by Microsoft
WHITE PAPER: This global report shows that, on average, consumers regularly use at least 4 different channels when interacting with a brand or organization for customer-related questions and issues. Download now to tap into other insights.
Posted: 11 Apr 2016 | Published: 11 Apr 2016

Microsoft

10 Customer Service Trends to Watch in 2016
sponsored by Microsoft
WHITE PAPER: In this white paper, well-known customer service thought leaders, advocates, authors and speakers reveal the 10 CRM technology trends they believe will impact every brand and organization in 2016.
Posted: 11 Apr 2016 | Published: 11 Apr 2016

Microsoft

Getting More With Self-Service and Knowledge Management
sponsored by Microsoft
WHITE PAPER: Download this white paper to learn self-service and knowledge management strategies that can help you deliver an excellent customer experience on all channels – social media, web, voice, and mobile/web apps.
Posted: 08 Apr 2016 | Published: 31 Dec 2015

Microsoft

5 Contact Center Trends You Need to Know
sponsored by Mitel Networks Limited
WHITE PAPER: This white paper reveals contact center trends to help you stay competitive in your industry and enable quality customer experiences. Uncover the top 5 ways the contact center is changing.
Posted: 06 Apr 2016 | Published: 31 Dec 2015

Mitel Networks Limited

Maximize CRM's Potential with Data Quality
sponsored by Trillium Software
WHITE PAPER: This white paper addresses data quality issues that may be reducing the effectiveness of your CRM initiatives. Learn how you can ensure data quality in your enterprise to establish a foundation for accurate analytics, forecasting, and targeting, ultimately improving the customer experience.
Posted: 01 Apr 2016 | Published: 01 Apr 2016

Trillium Software

How to Drive Improved Sales Productivity and Customer Engagement
sponsored by Oracle Corporation
WHITE PAPER: This transcript of a recent webinar digs into strategies for driving improved sales productivity and customer engagement with cloud CRM tools. Learn how you can build custom enablement solutions to meet the specific requirements of the customer, ultimately driving more sales revenue.
Posted: 29 Mar 2016 | Published: 29 Mar 2016

Oracle Corporation

How Rosetta Stone Provides Exceptional Service on a Global Scale
sponsored by Salesforce.com
WHITE PAPER: Rosetta Stone's B2B unit markets to corporations and government agencies that want to help employees quickly learn one of 30+ languages. Read this case study to learn how they are succeeding in providing exceptional service on a global scale.
Posted: 28 Mar 2016 | Published: 31 Dec 2015

Salesforce.com

10 Ways to Avoid a Customer Experience Horror Story
sponsored by Mitel Networks Limited
WHITE PAPER: This white paper discusses how you can overcome customer experience pitfalls with strategies from customer service experts. Discover 10 ways to keep your customer experiences in good shape no matter what comes at you.
Posted: 28 Mar 2016 | Published: 31 Dec 2015

Mitel Networks Limited

The Importance of Data Quality for CRM
sponsored by Trillium Software
WHITE PAPER: This white paper discusses how you can overcome customer data challenges in your CRM systems by improving data quality processes, and unlock potential benefits, like: increased revenue per customer, reduced errors in operational systems, and more.
Posted: 28 Mar 2016 | Published: 28 Mar 2016

Trillium Software

Transform Your Customer Experience with Cloud CRM
sponsored by Salesforce.com
WHITE PAPER: In this white paper, learn how you can leverage cloud-based CRM to increase agent productivity, give customers valuable always-on self-service options, and improve customer satisfaction.
Posted: 25 Mar 2016 | Published: 31 Dec 2015

Salesforce.com

Making CRM Easy and Accessible for Small-to-Midsize Businesses
sponsored by Microsoft
WHITE PAPER: This brief resource provides guidance for small-to-midsize businesses on adopting CRM technologies to better engage customers. Uncover pitch guidance scenarios and key talking points to help you build a case for buying CRM tools.
Posted: 25 Mar 2016 | Published: 25 Mar 2016

Microsoft

10 Tech Tools to Improve The Customer Experience
sponsored by Mitel Networks Limited
WHITE PAPER: This white paper examines tech tools your contact center can use in order to boost productivity, ensure resiliency, and improve efficiency. Uncover 10 features to add to your contact center strategies.
Posted: 25 Mar 2016 | Published: 31 Dec 2015

Mitel Networks Limited

Brand Loyalty in the Digital Age
sponsored by Axway
WHITE PAPER: In this challenging landscape discover how you can drive customer engagement and promote brand loyalty by using API management technologies. Download this white paper now to learn how you can deliver omnichannel engagement while ensuring security for corporate IT systems.
Posted: 24 Mar 2016 | Published: 24 Mar 2016

Axway

Ten Tips for Accelerating Your Lead Generation Pipeline
sponsored by Salesforce.com
WHITE PAPER: 61% of B2B marketers send all leads directly to sales; however, only 27% of those leads will be qualified. This white paper describes 10 ways that marketing automation can help you shorten the length of your sales cycle—without investing any additional time or resources.
Posted: 23 Mar 2016 | Published: 31 Dec 2015

Salesforce.com

Enhance the Customer Experience with Advanced Analytics
sponsored by Microsoft
WHITE PAPER: No one has time to organize massive volumes of customer data to find the most relevant information. This resource reveals how advanced analytics can empower you to forecast demand more accurately, create more targeted and effective marketing campaigns, and more.
Posted: 23 Mar 2016 | Published: 23 Mar 2016

Microsoft

Salesforce for B2B Marketers: The Complete Guide
sponsored by Salesforce.com
WHITE PAPER: This e-book guides marketers through several B2B automation software use cases, demonstrating how businesses can generate quality leads through targeted personalization.
Posted: 22 Mar 2016 | Published: 22 Mar 2016

Salesforce.com

8 Ways Pardot Can Unlock Salesforce CRM
sponsored by Salesforce.com
WHITE PAPER: In this resource, you will learn how to unlock superior Salesforce CRM by leveraging a B2B marketing automation platform, satisfying a new breed of consumer demands. Read on to obtain greater control over your lead management, and learn how to fill your pipeline with sales-ready leads.
Posted: 22 Mar 2016 | Published: 22 Mar 2016

Salesforce.com

Marketing Automation & Your CRM: The Dynamic Duo
sponsored by Salesforce.com
WHITE PAPER: This e-book will walk you through the basics of marketing automation and the benefits of building a marketing and sales ecosystem. You'll also get a brief rundown of the implementation process so that you can better understand what it takes to get a fully-integrated system up and running.
Posted: 21 Mar 2016 | Published: 21 Mar 2016

Salesforce.com
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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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