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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)
101 - 125 of 172 Matches Previous Page  | Next Page
Cloud Cover for the Call Center: Meeting Demands Intelligently and Efficiently
sponsored by Oracle Corporation
WHITE PAPER: This paper covers many of the complications and complexities of managing a call center. It explores the various solutions available and offers pros and cons to each of the options. It shows the positive financial impact picking the right choice can have.
Posted: 01 Mar 2012 | Published: 01 Mar 2012

Oracle Corporation

The Social Customer Engagement Index
sponsored by SAP America, Inc.
WHITE PAPER: Use the survey results in this paper from the TheSocialCustomer.com to find out how organizations are utilizing social channels to engage their customers, and integrate these methods into your own customer experience strategy.
Posted: 01 Feb 2012 | Published: 30 Jun 2009

SAP America, Inc.

How to retain customer loyalty in the competitive retail market
sponsored by Infor CRM
WHITE PAPER: Read this now to learn how single-view software could enhance your customer relationship interactions with more insightful data.
Posted: 16 Jan 2012 | Published: 16 Jan 2012

Infor CRM

The 10 worst practices for Technical Support and how to overcome them
sponsored by NTR Global
WHITE PAPER: Delivering superior service and support is more important than ever as companies strive to differentiate themselves from the competition. In many organizations, service quality is governed by self-harming "worst practices" instead of productive best practices. Learn what these practices are and how to avoid them.
Posted: 17 Nov 2011 | Published: 17 Nov 2011

NTR Global

A 360° Approach for Analyzing the Voice of the Customer Across Multiple Communications Channels
sponsored by Verint Systems
WHITE PAPER: The way you strategize your customer service and interactions is changing thanks to abundance of ways for your customers to reach your business. Read this white paper to learn how to adapt to these changes.
Posted: 03 Nov 2011 | Published: 03 Nov 2011

Verint Systems

Optimizing Business Productivity: Do More for Your Customers and Your Business
sponsored by Microsoft
WHITE PAPER: As organizations work to meet the complex requirements of today’s fast-paced business environment, they must harness tools that optimize productivity and deliver solid ROI. Learn about cloud-based CRM tools that provide frontline employees with real-time access to customer information that can help to boost productivity and performance.
Posted: 20 Oct 2011 | Published: 20 Oct 2011

Microsoft

Six Solutions for What's Keeping Executives Up at Night
sponsored by Citrix Online- GoToAssist
WHITE PAPER: This comprehensive white paper highlights six solutions to the issues support executives face on a daily basis.
Posted: 06 Oct 2011 | Published: 06 Oct 2011

Citrix Online- GoToAssist

CRM and Small Business: Smaller, Faster, Better
sponsored by SugarCRM Inc.
WHITE PAPER: The advent of cloud-based CRM applications has eliminated the significant initial budgetary barriers to entry for many businesses, and the proliferation of products geared toward smaller businesses has presented small business with options that allow them to choose based on specific features. Learn more about how CRM can help your small business.
Posted: 01 Sep 2011 | Published: 31 Aug 2011

SugarCRM Inc.

The Social CRM Playbook
sponsored by SugarCRM Inc.
WHITE PAPER: This white paper will provide an outline of the broad steps you should take in building a social CRM strategy and a overview of how you can pair that strategy with technology to enable your business to practice real social CRM.
Posted: 01 Sep 2011 | Published: 31 Aug 2011

SugarCRM Inc.

Build Your Own SAP CRM Solution — and Know Exactly How Much It Will Cost
sponsored by SAP America, Inc.
WHITE PAPER: This white paper provides an overview of a rapid deployment strategy designed to take the guesswork out of implementing CRM. Inside, learn how this approach can let you pick and choose features which matter the most to your organization while avoiding playing for ones you don't to provide an accurate, upfront price.
Posted: 19 Jul 2011 | Published: 19 Jul 2011

SAP America, Inc.

An Integrated Solution for Context-based Customer Experience Management
sponsored by Avaya
WHITE PAPER: Moving to a customer experience management approach requires an infrastructure that is open, scalable and capable of bringing  together state-of-the art applications, fully preserving customer context.
Posted: 10 Jun 2011 | Published: 10 Jun 2011

Avaya

Transform the Customer Experience with Pega CRM
sponsored by Pegasystems
WHITE PAPER: For years, companies have tried to serve customers in a way that would lead to brand loyalty.  While traditional CRM systems have failed to deliver, a new approach might be just what companies need.
Posted: 11 May 2011 | Published: 11 May 2011

Pegasystems

Commerce Anywhere: A Business and Technology Strategy to Maximize Cross-Channel Commerce Growth
sponsored by Oracle Corporation
WHITE PAPER: E-commerce has gone from fringe to foundation. Now, businesses must tailor their customer serivce approach to the more complex "anytime, anywhere" customer with mobile device in hand. This white paper from Oracle details the "commerce anywhere" approach.
Posted: 26 Apr 2011 | Published: 26 Apr 2011

Oracle Corporation

5 Best Practices for Smartphone Support: The Enterprise Guide to Smart Support for Smart Devices
sponsored by LogMeIn, Inc.
WHITE PAPER: This paper features real-world examples from US enterprises on how the benefits of keeping mobile devices functioning without interruption are felt on every level of business.
Posted: 20 Apr 2011 | Published: 20 Apr 2011

LogMeIn, Inc.

Deliver Extraordinary Customer Experience
sponsored by Oracle Corporation
WHITE PAPER: Organizations need to differentiate themselves by providing personalized and rewarding service that leverages the unique value of all customer touch points. If done well, a company can transform customer service into a competitive advantage, and use it to turn a buyer into a customer for life. Read on to learn more.
Posted: 22 Mar 2011 | Published: 01 Feb 2010

Oracle Corporation

Why Deliver Extraordinary Customer Service?
sponsored by Oracle Corporation
WHITE PAPER: Organizations need to differentiate themselves by providing personalized and rewarding service that leverages the unique value of all customer touch points. If done well, a company can transform customer service into a competitive advantage, and use it to turn a buyer into a customer for life.
Posted: 21 Mar 2011 | Published: 21 Mar 2011

Oracle Corporation

The Customer Loyalty Playbook: 4 Steps To Build Loyal, High-Value Customers
sponsored by Oracle Corporation
WHITE PAPER: The longer a customer is loyal, the more profit the company gains. Read this brief to learn four steps to help guide your customer loyalty strategy.
Posted: 21 Mar 2011 | Published: 01 Feb 2010

Oracle Corporation

Leveraging the Power of Social Media
sponsored by Oracle Corporation
WHITE PAPER: Download this free white paper and find out how to "Drive Sales Effectiveness with Enterprise-Ready Web 2.0Solutions," "Harvest Social Knowledge for Customer Service," and learn how "Social CRM Turns Customers into Competitive Advantage."
Posted: 21 Mar 2011 | Published: 03 Aug 2009

Oracle Corporation

Building Relationship Capital: Client Relationship Management for the Capital Markets
sponsored by Pivotal CRM, a CDC Software solution
WHITE PAPER: Current market trends in investment banking research demand a rapid, sophisticated response, not just in terms of corporate strategy, but in the technologies to support these strategic moves. Learn how CRM technology helps capital-markets firms streamline investment-banking activities, increase brokerage trade volume and meet compliance challenges.
Posted: 25 Jan 2011 | Published: 24 Jan 2011

Pivotal CRM, a CDC Software solution

Using Social Media to Deepen Your Customer Relationships
sponsored by Infor
WHITE PAPER: Written for the marketing executive, this paper provides a useful framework to begin to assess how an organization can engage in social media to build deeper relationships with its customers.
Posted: 24 Nov 2010 | Published: 24 Nov 2010

Infor

Continuous Customer Dialogues
sponsored by Infor
WHITE PAPER: The need for customer insight and responsiveness to that insight is the foundation and driving rationale for the emerging CRM concept of continuous customer dialogue through multi-channel touchpoints. This concept is discussed further in the rest of this whitepaper.
Posted: 24 Nov 2010 | Published: 24 Nov 2010

Infor

Six Success Factors for Building a Best-Run Marketing Organization
sponsored by SAP America, Inc.
WHITE PAPER: This paper discusses six success factors that will enable your marketing organization to overcome the challenges to reaching growth and profitability objectives. Continue reading to learn more about these six success factors and more.
Posted: 18 Oct 2010 | Published: 18 Oct 2010

SAP America, Inc.

Strategic Value With Trade Promotion Management: A Closed-Loop Process for Quick Wins and Profitable Growth
sponsored by SAP America, Inc.
WHITE PAPER: This paper presents the situation of N-Hair, a fictional high-end hair-care products company that is now expanding into channels in broader consumer markets. Read this paper to learn how the firm has positioned itself well for long-term success as it preserved its brand image with SAP software.
Posted: 03 Sep 2010 | Published: 03 Sep 2010

SAP America, Inc.

Sales: Maximize Profitability, Improve Performance, and Deliver Customer Value
sponsored by SAP America, Inc.
WHITE PAPER: This paper explains how the SAP CRM application equips your sales professionals with the tools and information they need to plan, execute, and analyze sales operations throughout the sales cycle. Continue reading to learn how to maximize profitability, improve performance, and deliver customer value with SAP CRM.
Posted: 03 Sep 2010 | Published: 03 Sep 2010

SAP America, Inc.

Partner Channel Management: Build Stronger Partnerships for Stronger Profits
sponsored by SAP America, Inc.
WHITE PAPER: This paper explores how the SAP CRM application helps you leverage your partner relationships and empower channel partners so they can better market to, sell to, and provide service to your end customers. Continue reading to learn how you can have a more profitable partner channel network – and a more profitable company.
Posted: 02 Sep 2010 | Published: 02 Sep 2010

SAP America, Inc.
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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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