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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)
26 - 50 of 265 Matches Previous Page  |  Next Page
Turn Social Media Relationships into Closed Sales
sponsored by Microsoft
WHITE PAPER: The most effective sales teams make it easy for their executives and account managers to make sense of social data. In this resource, you'll discover how to use social to drive sales leads, build lasting social relationships, and more.
Posted: 11 Mar 2016 | Published: 11 Mar 2016

Microsoft

Always Be Closing: The ABC's of Sales in the Modern World
sponsored by Microsoft
WHITE PAPER: What potential closers need are tools, guidance and support to help set them up for success. Access this guide and learn how to provide salespeople with these assets, as well as learn today's buying and selling trends.
Posted: 10 Mar 2016 | Published: 10 Mar 2016

Microsoft

Revolutionizing How Employees Connect to Information
sponsored by Microsoft
WHITE PAPER: Every day you collect valuable knowledge on how to run your business more effectively and serve customers better. However, knowledge isn't put to optimal use when it isn't easily shared with colleagues who need the information to do their jobs. Is self-service knowledge management something you should consider? Find out who is already benefiting.
Posted: 09 Mar 2016 | Published: 09 Mar 2016

Microsoft

How to Build a World-Class Sales Organization
sponsored by Microsoft
WHITE PAPER: 75% of sales reps meet their quota in top performing organizations, but becoming a market leader is not just about numbers. Uncover the processes and technologies you need for an extensible architecture that can provide you the depth and breadth of functionality to support the sales process you need.
Posted: 09 Mar 2016 | Published: 09 Mar 2016

Microsoft

Adopting a Mature Approach to Sales Performance Management
sponsored by Oracle Corporation
WHITE PAPER: In this Aberdeen Report, you'll learn how top organizations are implementing a more mature approach to running a successful sales organization. Uncover what leading-edge trends and technologies best-in-class enterprises are leveraging to stay ahead of the competitive curve.
Posted: 08 Mar 2016 | Published: 31 Oct 2014

Oracle Corporation

How to Drive Project Management and CRM Success
sponsored by Insightly
WHITE PAPER: This infographic discusses how, with the right tools and strategies in place, you can drive success with both project management and customer relationship management. Explore cloud-based strategies to see how they can benefit your business.
Posted: 07 Mar 2016 | Published: 07 Mar 2016

Insightly

What's The Right CRM Application For My Business?
sponsored by Insightly
WHITE PAPER: In this white paper, learn how to choose a CRM application that can help you improve customer experiences, drive efficiency, and enable your business to grow.
Posted: 07 Mar 2016 | Published: 07 Mar 2016

Insightly

5 Ways to Drive Better Sales Results
sponsored by Oracle Corporation
WHITE PAPER: This brief resource takes a look at how sales teams can drive better results with a cloud-based CRM strategy. Discover 5 tips to connect and empower your sales team.
Posted: 03 Mar 2016 | Published: 31 Dec 2015

Oracle Corporation

Cross Channel Engagement with Oracle WebCenter Sites and Oracle Marketing Cloud
sponsored by Oracle Corporation
WHITE PAPER: Download this white paper now to discover why unified customer engagement is today's most important marketing practice. Read on to learn also how the cloud can boost your customer engagement across all channels—including online commerce, corporate sites, mobile, social, in-store, and service.
Posted: 03 Mar 2016 | Published: 03 Mar 2016

Oracle Corporation

A Cloud Platform for Digital Business
sponsored by Oracle Corporation
WHITE PAPER: Discover in this paper how to build a foundation for your digital cloud platform using existing middleware, which will enhance applications, business processes, and entire line-of-business offerings—without major retooling. Read on to leverage your existing assets to facilitate digital transformation.
Posted: 03 Mar 2016 | Published: 30 Jun 2015

Oracle Corporation

How CRM Can Transform the Sales Process at Every Stage
sponsored by Insightly
WHITE PAPER: This white paper digs into how CRM can transform your sales process during every stage. Discover how you can streamline lead management, customer communication, sales quotes, and more tasks to drive greater profit.
Posted: 01 Mar 2016 | Published: 01 Mar 2016

Insightly

Creating Exceptional Digital Experiences
sponsored by Oracle Corporation
WHITE PAPER: Digital experiences have become the cornerstone of just about every customer experience. And engaging with customers can now happen on any channel. Download this white paper now to discover how your organization can engage with customers in the digital world.
Posted: 26 Feb 2016 | Published: 26 Feb 2016

Oracle Corporation

Are You Customer-Centric? Why Manufacturers Are Adding Services
sponsored by Infor
WHITE PAPER: Make sure your company is positioned to meet the customer expectations and demands that will result from offering new services. Read on and learn ways to capture the data needed to truly understand what services add value for customers.
Posted: 26 Feb 2016 | Published: 26 Feb 2016

Infor

How to Set Up a Lead Nurturing Framework
sponsored by Microsoft
WHITE PAPER: This e-book shows you how you can set up a formal framework for lead nurturing campaigns, enabling more transparency between sales and marketing in all stages of the buying process.
Posted: 25 Feb 2016 | Published: 25 Feb 2016

Microsoft

How to Set Up a Formal Sales Framework
sponsored by Microsoft
WHITE PAPER: Learn how you can put a formal sales framework in action to show marketing's impact on pipeline and revenue. Uncover how to track results across 5 lead stages: inquiry, marketing qualification, sales acceptance, sales qualification, and close.
Posted: 24 Feb 2016 | Published: 24 Feb 2016

Microsoft

How Social Business Builds A Better Customer Experience
sponsored by Infor
WHITE PAPER: Today's social media users know when you take their grievances seriously, versus when you're just telling them what they want to hear. Learn ways to show your audience that you take action when addressing their concerns and fixing problems.
Posted: 24 Feb 2016 | Published: 24 Feb 2016

Infor

The State of Customer Experience in Financial Services
sponsored by Infor
WHITE PAPER: This white paper explores the gap between intimate interactions at banking institutions and "always on" digital channels. Learn ways to close it with data and analytics, content management, social media marketing, and more.
Posted: 23 Feb 2016 | Published: 23 Feb 2016

Infor

Thinking Beyond Technology In Your Customer Service Strategy
sponsored by RBA
WHITE PAPER: This e-book explores the importance of a CRM solution that enables seamless customer experiences across all channels and improves your existing workflows and processes. Plus, you'll learn 3 principles of successful marketing to apply in your customer service strategy.
Posted: 23 Feb 2016 | Published: 23 Feb 2016

RBA

17 Organizations Deliver Amazing Personalized Customer Experiences
sponsored by Microsoft
WHITE PAPER: This white paper explores the real-world experiences of 17 organizations that leveraged a data-forward CRM approach to drive better customer service. Discover their stories, challenges, and the benefits they achieved.
Posted: 22 Feb 2016 | Published: 31 Dec 2015

Microsoft

The value of experience: How the C-suite values customer experience in the digital age
sponsored by Genesys
WHITE PAPER: To learn how companies manage their CX programs, the Economist IntelligenceUnit (EIU) conducted a global survey of 516 senior-level executives. This executive summary presents the highlights of the findings from the European subset of respondents. Discover what these findings mean for your customer experience programs.
Posted: 19 Feb 2016 | Published: 31 Dec 2015

Genesys

Optimize Your Workforce for the Omnichannel Revolution
sponsored by Genesys
WHITE PAPER: Where are your customers and what are they doing? Download this white paper now to learn more about the omnichannel revolution. Read on to discover how you can optimize your workforce to effectively serve customers on any channel.
Posted: 18 Feb 2016 | Published: 31 Dec 2015

Genesys

Five Capabilities to Look For In a Customer Experience Platform
sponsored by Genesys
WHITE PAPER: In this white paper you will learn how you can choose the right technology to design and orchestrate your customer engagement to deliver on customer expectations while simultaneously addressing your company needs.
Posted: 16 Feb 2016 | Published: 31 Dec 2015

Genesys

Best practices for a seamless Omnichannel Customer Experience
sponsored by Genesys
WHITE PAPER: It is critical that you consider how to design a memorable experience in the customer lifecycle that maps to the needs of your particular customer segment and aligns to your brand values. Download this white paper now to uncover six best practices to help you design and implement that experience.
Posted: 12 Feb 2016 | Published: 12 Feb 2016

Genesys

Measuring Social Media ROI in the Enterprise: Myths and Facts
sponsored by Oracle Corporation
WHITE PAPER: When it comes to social media marketing, there is perhaps no other topic that is discussed more than determining and reporting return on investment, or ROI. This white paper makes the case that ROI determination can be approached in a unified, structured and straightforward way.
Posted: 11 Feb 2016 | Published: 11 Feb 2016

Oracle Corporation

Mapping Your Markets: An Expert Guide to Segmentation
sponsored by Radius
WHITE PAPER: This resource reveals how marketing segmentation best practices can help you understand your best customers, learn more about your market landscape, target your best prospects, and more.
Posted: 28 Jan 2016 | Published: 28 Jan 2016

Radius
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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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