CRM Best Practices White Papers

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May 24, 2013

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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.
CRM Best Practices White Papers (View All Report Types)
101 - 125 of 139 Matches Previous Page \| Next Page

A Silver Lining for Communications, Media, and Entertainment Companies sponsored by Infor CRM WHITE PAPER: This paper discusses how a cross-channel approach can help CME companies increase customer retention and loyalty, streamline marketing processes, and overcome the numerous technical, organizational, and logistical barriers to an effective multichannel environment. Posted: 03 Apr 2010 \| Published: 02 Apr 2010 TOPICS: CRM \| CRM Best Practices \| Customer Data Integration \| Customer Interaction Services \| Customer Loyalty \| Customer Retention \| Customer Satisfaction \| Customer Service \| Marketing

Achieving Measurable Gains by Automating Claims Processing sponsored by Kofax, Inc. WHITE PAPER: This white paper identifies seven levels of claims automation and provides a roadmap that can be followed to enhance claims processing for insurance companies worldwide. Posted: 01 Apr 2010 \| Published: 31 Mar 2010 TOPICS: Business Process Automation \| Business Process Management \| Business Process Management Software \| CRM Best Practices \| CRM Software \| Customer Satisfaction \| Customer Service \| Dashboards \| Data Management \| Workflow Software

Mobile Solutions for Increasing Sales Productivity and Revenue sponsored by Sybase, an SAP company WHITE PAPER: The most effective sales are face-to-face sales, yet sales representative only spend 26% of their time selling face-to-face. The rest of their time is taken up with administrative tasks, prep and travel. Learn how Sybase Mobile Solutions for SAP can increase sales productivity and bring the advantages of business mobility to your organization. Posted: 01 Apr 2010 \| Published: 31 Mar 2010 TOPICS: Business Processes \| CRM \| CRM Best Practices \| ERP \| Mobile CRM \| Mobile Workers \| ROI \| Sales \| Sales Force Automation \| Sales Representatives \| SAP (Product) \| Sybase (Product) \| Workforce Planning

Sales Intelligence: The Secret to Sales Nirvana sponsored by IBM WHITE PAPER: Read this paper to learn about sales intelligence-- the external sources of information that a company uses to enhance sales force effectiveness. This Aberdeen Group report offers tips from best-in-class companies, including best practices related to data quality, sales force automation, and CRM solutions. Posted: 16 Mar 2010 \| Published: 09 Jan 2009 TOPICS: CRM \| CRM Best Practices \| Data Quality \| Lead Generation \| Lead Management \| Sales \| Sales Force Automation \| Sales Information Systems

Frost and Sullivan: Customer Experience Management: A Business Imperative beyond a Technology Solution sponsored by Hewlett-Packard Company WHITE PAPER: In this white paper, Frost & Sullivan, a global consulting and research firm, shares real-world insights from its latest comprehensive study of the value of CEM, including operator strategies driving adoption, best practices and KPIs, and a glimpse into the future of CEM. Posted: 22 Feb 2010 \| Published: 22 Feb 2010 TOPICS: CRM \| CRM Best Practices \| CRM Software \| Customer Data Integration \| Customer Data Management \| Customer Satisfaction \| Telecommunications Industry \| Telecommunications Infrastructure \| Telecommunications Management Software \| Telecommunications Regulations \| Telecommunications Systems

5 Web Self-Service Pitfalls: What Every Contact Center Manager Must Know sponsored by eGain Communications Corp. WHITE PAPER: This paper discusses and analyzes 5 myths frequently encountered in the context of self-service strategies and implementations, and offers proven industry best practices to counter them. This paper will be a valuable resource for you as you develop, implement, and refine your customer self-service strategy. Posted: 17 Feb 2010 \| Published: 17 Feb 2010 TOPICS: Business Process Management \| Call Centers \| Contact Center Management \| Contact Centers \| CRM \| CRM Best Practices \| Customer Interaction Services \| Customer Self-Service \| Customer Service \| Customer Service Best Practices \| Knowledge Management

7 Habits of Highly Effective Contact Centers and Help Desks sponsored by eGain Communications Corp. WHITE PAPER: In this paper, we discuss seven traits of successful contact centers and help desks, backed by stories and tips from our customers - some of the world’s most innovative customer service and support organizations. Read on to learn more about the seven habits that could set your contact center or help desk on the path to success and growth. Posted: 17 Feb 2010 \| Published: 17 Feb 2010 TOPICS: Business Process Management \| Contact Center Management \| Contact Centers \| CRM \| CRM Best Practices \| Customer Interaction Services \| Customer Service \| Customer Service Best Practices \| Help Desk Management \| Help Desks \| Knowledge Management

New Contact Center Megatrends and How to Ride them: The Contact Center Executive’s Guide to Career Success in Turbulent Times sponsored by eGain Communications Corp. WHITE PAPER: Megatrends are not fads; they won’t go away after a while. The trick is to embrace change and stay ahead of these trends instead of getting swept away. This paper discusses what the seven megatrends of transforming contact centers today. Read on to learn more about these trends and learn some proven ways of how to benefit from them. Posted: 17 Feb 2010 \| Published: 17 Feb 2010 TOPICS: Business Process Management \| Call Centers \| Contact Center Management \| Contact Centers \| CRM \| CRM Best Practices \| Customer Interaction Services \| Customer Service \| Customer Service Best Practices \| Knowledge Management

The Five Must-Have Capabilities for Unbeatable Customer Care sponsored by Pitney Bowes Business Insight WHITE PAPER: Today, firms in the communications industry must relook at how they deliver customer service in order to streamline operations, retain customers and drive business revenue. Read this paper to learn about five, practical, cost-effective opportunities that allow firms to meet market demand and achieve an impressive Return on Investment. Posted: 15 Jan 2010 \| Published: 15 Jan 2010 TOPICS: Communications Networks \| CRM \| CRM Best Practices \| CRM Software \| Middleware \| ROI \| Self-Service Applications Software \| SMS \| Telecommunications Industry \| Telecommunications Networks

Saving At-Risk Customers and Revenue Through Survey Action Management sponsored by MarketTools, Inc. WHITE PAPER: Read this white paper to understand what Survey Action Management is and how it can help your organization effectively address customer concerns, save at-risk customers, and build customer satisfaction and loyalty. Posted: 25 Nov 2009 \| Published: 24 Nov 2009 TOPICS: CRM \| CRM Best Practices \| Customer Data Management \| Customer Interaction Services \| Customer Loyalty \| Customer Retention \| Customer Satisfaction

Winning in Today's Environment: Six Imperatives for the Chief Sales Officer sponsored by Oracle Corporation WHITE PAPER: Download the Oracle CRM White Paper, "Winning in Today's Environment: Six Imperatives for the Chief Sales Officer," to learn how you can deploy several best practices to achieve unparalleled sales success in your organization. Posted: 20 Oct 2009 \| Published: 01 Oct 2009 TOPICS: CRM \| CRM Analytics \| CRM Analytics Software \| CRM Best Practices \| CRM Software \| Customer Profiles \| Dashboards \| Reporting Software \| Sales \| Sales Channels \| Sales Representatives

7 Habits of Highly Successful Surveys sponsored by Vovici WHITE PAPER: Understanding your customer is vital to maintaining and improving loyalty. Learn how to measure customer experience so you can build customer loyalty. Download a copy of the latest Vovici whitepaper 'The Customer Satisfaction Survey' to learn how to understand the major customer experience metrics and more! Posted: 20 Oct 2009 \| Published: 20 Oct 2009 TOPICS: Business Intelligence \| CRM \| CRM Analytics \| CRM Best Practices \| Customer Interaction Services \| Customer Loyalty \| Customer Service Best Practices

Circumstances and Customers Have Changed: Has Your Loyalty Program Kept Pace? sponsored by Oracle Corporation WHITE PAPER: This white paper highlights some of the issues that reduce or increase the effectiveness of customer loyalty programs and suggests a solution that offers tips for building a more loyal customer base. Posted: 02 Oct 2009 \| Published: 02 Oct 2009 TOPICS: CRM \| CRM Best Practices \| Customer Loyalty \| Customer Profiles \| Customer Satisfaction \| Customer Service

Prepaid Loyalty: Fact or Fiction? sponsored by Amdocs Management LTD WHITE PAPER: Achieving customer loyalty is a business goal shared by virtually every service provider. Prepaid subscribers present a greater challenge because the business model has no contracts or commitments. This paper examines the business and marketing strategies that service providers can deploy to create and build loyalty among prepaid customers. Posted: 17 Sep 2009 \| Published: 17 Sep 2009 TOPICS: CRM \| CRM Best Practices \| Customer Loyalty \| Customer Retention \| Customer Satisfaction \| Customer Service \| Customer Service Best Practices \| Prepaid Services \| Service Level Management \| Telecommunications Carrier Systems \| Telecommunications Industry \| Telecommunications Service Providers \| Telecommunications Services \| Telephony Services

12 Tips to Assess Online Retail Readiness for the Holidays sponsored by Gomez WHITE PAPER: Overall Web performance - including availability, responsiveness and consistency - can have a huge impact on an online retailer's revenues, brand and customer satisfaction. Read this whitepaper to learn 12 tips to assess online retail readiness for the upcoming holiday season. Posted: 15 Sep 2009 \| Published: 14 Sep 2009 TOPICS: CRM Best Practices \| Customer Retention \| Customer Satisfaction \| High Availability \| Online Advertising \| Online Payments \| Online Shopping \| Retail Channels \| Web Site Administration \| Web Site Monitoring

Improve Business Performance and Customer Loyalty in 5 Steps sponsored by Infor WHITE PAPER: Maintaining strong business performance and customer loyalty require continual vigilance and assessment and performance tools. Read this paper to learn five steps to improve business performance and increase customer loyalty. Posted: 10 Aug 2009 \| Published: 04 Sep 2008 TOPICS: Business Performance Management \| CRM \| CRM Best Practices \| Customer Loyalty \| ERP \| Inventory Management \| Product Life Cycles \| Product Management \| Quality Control \| Supply Chains \| Warehouse Management

Producing to Order: Discrete Manufacturers and Customer Demand sponsored by SAP America, Inc. WHITE PAPER: Find out how discrete manufacturers are becoming truly customer-centric by pursuing or planning a variety of initiatives, including the improvement of customer service and the closer integration of customers into product design. The greatest impact is expected from plans to implement demand-driven manufacturing. Posted: 07 Aug 2009 \| Published: 07 Aug 2009 TOPICS: Business Process Automation \| Business Process Management \| CRM \| CRM Best Practices \| Customer Interaction Services \| Customer Satisfaction \| Demand Chains \| Manufacturing \| Manufacturing Industry \| Manufacturing Systems \| SAP (Product) \| SMBs

The Business Case for Desktop Integration: A practical solution with rapid ROI sponsored by Cicero Inc. WHITE PAPER: This paper describes the relationship between desktop integration and customer experience, the business benefits of building a logically integrated structure, and the best architecture for achieving the maximum benefits. It examines two successful implementations where desktop application integration has produced measurable results. Posted: 10 Jun 2009 \| Published: 10 Jun 2009 TOPICS: Call Center Management \| Call Centers \| Contact Center Management \| CRM \| CRM Best Practices \| CRM Software \| Customer Data Integration \| Customer Data Management \| Customer Data Management Software \| Enterprise Application Integration Middleware

Achieving PCI Compliance at the Point Of Sale Using Bit9 Parity™ to Protect Cardholder Data sponsored by Bit9, Inc. WHITE PAPER: As the technology used by merchants and their partners has evolved, card fraud has become more sophisticated. In response to this evolving threat, the major credit card companies have created a set of security standards to protect their customers from security breaches. Read this whitepaper to find out how Bit9 Parity helps achieve compliance... Posted: 09 Jun 2009 \| Published: 09 Jun 2009 TOPICS: Anti-Spyware Software \| Application Monitoring \| Application Monitoring Software \| Compliance (Finance) \| Compliance Software \| CRM \| CRM Best Practices \| Data Security \| Endpoint Security \| Governance, Risk, Compliance (GRC) \| Government Information Security \| Network Security \| Network Security Software \| Payment Card Industry \| Payment Card Industry Data Security Standard \| Payment Card Industry Data Security Standard Compliance \| Vulnerability Assessments

Delivering Superior Customer Value in Communications Firms: Enabling Optimal Offer Creation for Service Providers sponsored by SAP America, Inc. WHITE PAPER: For communications companies - whether focused on telecommunications services or media content - these are challenging times. Markets are saturated with new offerings, and margins continue to diminish. In response, communications service providers (CSPs) are concentrating on improving offers of voice, content, and data services. Posted: 27 Apr 2009 \| Published: 27 Apr 2009 TOPICS: Analytic Applications Software \| Call Center Management \| CRM \| CRM Best Practices \| CRM Software \| Customer Loyalty \| Customer Profiles \| Real-time Analytical Software \| Revenue Projections \| SAP (Product)

Enhancing Interaction Center ROI in Turbulent Economic Times sponsored by SAP America, Inc. WHITE PAPER: Interaction center managers, along with their counterparts in sales, marketing, and service, are being asked to deliver greater value on shoestring budgets. While the conventional reaction in tough economic times is to simply cut costs and services, the nature of the current downturn indicates that austerity measures of the past won't work today. Posted: 27 Apr 2009 \| Published: 27 Apr 2009 TOPICS: Business Communications \| CRM \| CRM Best Practices \| CRM Software \| Customer Interaction Services \| Customer Loyalty \| Data Integration \| Data Quality \| Economic Environment \| ROI \| SAP (Product) \| Strategic Planning \| Workforce Management Software

Making Web 2.0 Work for Your Enterprise: External Deployments sponsored by Oracle Corporation WHITE PAPER: Discover how several innovative companies are using collaboration, blogging communities, social networks, and related forms of communication to enhance branding, increase reputation among customers and communicate with them, create public support, and increase team productivity and knowledge sharing. Posted: 03 Apr 2009 \| Published: 01 Aug 2008 TOPICS: Blogs \| Collaboration \| Communications Software \| CRM \| CRM Best Practices \| Enterprise Portals \| Productivity \| SMBs \| Social Networking

Optimizing the application testing of your siebel CRM environment - IT Briefing sponsored by HP and Infosys WHITE PAPER: This paper is based on a SearchSoftwareQuality.com presentation, "Optimizing the Application Testing of Your Siebel CRM Environment," sponsored by HP and Infosys. Posted: 08 Oct 2008 \| Published: 08 Oct 2008 TOPICS: Application Development \| Business Process Management \| CRM \| CRM Best Practices \| CRM Software \| Software Testing

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

CRM for the Professional on the Go sponsored by BlackBerry WHITE PAPER: Mobile CRM is something that needs to be considered now. As a business leader, you might have put it into your mental to do later box, but the reasons to make it a priority are compelling. Read this paper to discover why. Posted: 01 Sep 2008 \| Published: 25 Dec 2006 TOPICS: CRM \| CRM Best Practices \| Handheld Device Security \| Handheld Devices \| Mobile Device Management \| Mobile Device Management Software \| Sales \| Wireless Applications Software \| Wireless Computing

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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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