CRM Best Practices White Papers

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Dec 4, 2009

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CRM Best Practices
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.
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Best Practices of the Best-Run Sales Organizations: Sales Opportunity Blueprinting sponsored by SAP AG WHITE PAPER: Leadership teams in today's strongest sales groups have discovered best practices to achieve exponential results. This SAP Executive Insight looks at leading-edge companies and examines how they excel in areas where most sales organizations struggle. Posted: 27 Apr 2009 \| Published: 27 Apr 2009 TOPICS: CRM \| CRM Best Practices \| CRM Software \| Customer Profiles \| Sales \| Sales Representatives \| SAP (Product) \| Strategic Planning

Effective Negotiating: 5 Rules for Smooth Transactions sponsored by Global Knowledge WHITE PAPER: This white paper discusses five rules for negotiating that can help make the transaction more pleasant for everyone involved and better your chances at getting what you want. Posted: 13 Mar 2009 \| Published: 13 Mar 2009 TOPICS: Consultants \| Consulting Services Industry \| CRM \| CRM Best Practices \| Customer Service \| Human Resources Services \| Knowledge Management \| Negotiation \| Sales \| Sales Consulting Services \| Sales Representatives

Essentials of CRM for Wealth Management Empower Advisors with Client-centric Tools sponsored by Pivotal CRM, a CDC Software solution WHITE PAPER: In this white paper, learn how wealth management firms can use client relationship management (CRM) strategies and technology to build relationships as trusted advisors, maximize share of wallet, and increase productivity. Posted: 20 Feb 2009 \| Published: 20 Feb 2009 TOPICS: Best Practices \| CRM \| CRM Best Practices \| Financial Reporting \| Financial Statements \| Financing \| Investments \| Productivity \| QOS \| Wealth Management

It's All about the Salesperson: Taking Advantage of Web 2.0 sponsored by Oracle Corporation WHITE PAPER: This paper examines the challenges salespeople face, the growing Web 2.0 trend in the enterprise, and the drivers for a new breed of social applications that complement traditional CRM systems to help sales users close more deals quickly. Posted: 19 Sep 2008 \| Published: 19 Sep 2008 TOPICS: Collaboration \| CRM Best Practices \| Customer Satisfaction \| Enterprise \| Mobile CRM \| Mobile Workers \| Productivity \| Sales Channels \| Sales Force Automation \| Sales Information Systems \| Sales Representatives \| Social Networking

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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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