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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 229 Matches Previous Page  |  Next Page
Why Your Business Needs a Personalization Strategy
sponsored by Cxense
WHITE PAPER: Return customers are an asset for your company, providing quality, actionable data for you and your marketing department. Learn more about how you can leverage web personalization in your web apps and website design to provide an enticing customer experience that will keep your customers coming back.
Posted: 05 May 2017 | Published: 05 May 2017

Cxense

Be a Marketing Hero
sponsored by Cxense
WHITE PAPER: If you don't provide a personalized experience, somebody else will – and that's where your customers will keep going back to. Learn more about how you can leverage web app and website personalization in your own company and start keeping your customers.
Posted: 05 May 2017 | Published: 05 May 2017

Cxense

How to Create Compelling CX with Online Personalization
sponsored by Cxense
WHITE PAPER: In an environment where 62% of customers prefer to receive offers and promotions based on previous experiences, learn how to influence purchasing decisions for your demanding audience.
Posted: 04 May 2017 | Published: 04 May 2017

Cxense

How to Increase Your Conversion Rates with Website and App Personalization
sponsored by Cxense
WHITE PAPER: Today, e-commerce retailers need to address the immediate feelings and goals of their followers. Learn how fusing real time data with conventional data from CRM tools set off personalization algorithms to deliver better one-to-one experiences.
Posted: 04 May 2017 | Published: 04 May 2017

Cxense

Predict Customer Behavior With the Power of Big Data
sponsored by [24]7
WHITE PAPER: How do you delve down into data to discern customer behavior patterns and discover what content will provide focused and personalized experiences? Explore how to leverage big data and predictive analytics to turn customer data into critical opportunities in order to enhance decision-making and architect a truly unique, positive customer journey.
Posted: 28 Mar 2017 | Published: 28 Mar 2017

[24]7

Enable Enterprise Content Management for Salesforce
sponsored by OpenText
WHITE PAPER: This paper explores how to derive optimal value from your content by bringing together ECM and your CRM systems. Discover how you can get a fuller, more insightful picture of your customers by powering Salesforce with ECM.
Posted: 24 Mar 2017 | Published: 31 Dec 2016

OpenText

10 Rules For An Efficient Contact Center
sponsored by West UC
WHITE PAPER: There are new rules emerging for your contact center. Cloud-based technology is shifting how things are done, but you must now streamline your skills and strategies for success. Learn 10 rules that will help you run a more efficient contact center in the wake of the shifting landscape.
Posted: 23 Mar 2017 | Published: 23 Mar 2017

West UC

Strategic Planning Tools for Contact Centers
sponsored by Genesys
WHITE PAPER: This white paper explores how to leverage contact center strategic planning tools to predict performance more accurately and provide comprehensive what-if analysis capabilities. Discover how to get key answers to tough operational questions so that you can react to change faster and with more agility.
Posted: 22 Feb 2017 | Published: 22 Feb 2017

Genesys

How to Leverage Data to Acquire and Retain Customers
sponsored by HPE and Intel® Corporate
WHITE PAPER: This white paper explores the impact of data analytics and integration on CRM strategies for SMBs. Read on to learn about different strategies for opening up data access and aligning business-led sales initiatives with IT-dependent data management in order to create and leverage key customer insights.
Posted: 10 Feb 2017 | Published: 31 Dec 2015

HPE and Intel® Corporate

Top 5 Salesforce Integration Patterns and Best Practices
sponsored by MuleSoft
WHITE PAPER: This white paper explores how to leverage an integration platform to seamlessly incorporate your deployment of Salesforce. Uncover the 5 most common integration patterns, including data migration, aggregation, bi-directional synchronization, and 2 more.
Posted: 09 Feb 2017 | Published: 31 Dec 2014

MuleSoft

Customer Engagement: What You Need To Know About Chatbots
sponsored by [24]7
WHITE PAPER: Advances in artificial intelligence mean that chatbots can automate more interactions than were previously possible with older technology. But what do you really know about this new technology? In this white paper, discover the truth about chatbots beyond the hype, and learn how your company can benefit from using them.
Posted: 07 Feb 2017 | Published: 07 Feb 2017

[24]7

The Value of Cloud ERP to Your Business
sponsored by NetSuite
WHITE PAPER: Finding the right ERP strategy is critical because it helps perform and improve critical functions like automating core business operations, improving financial compliance, enhancing customer service, and more. Access this buyer's guide to help decide if on-premise ERP is right for your needs or if it's time to consider migrating to the cloud.
Posted: 13 Oct 2016 | Published: 31 Dec 2015

NetSuite

Five Ways CRM Tools Improve Constituent Relationships
sponsored by Infor
WHITE PAPER: When it comes to customer relationships, engagement equals empowerment. Access this white paper to explore five ways CRM tools can help you improve the relationship you have with your customers.
Posted: 08 Sep 2016 | Published: 31 Dec 2015

Infor

Infor CRM Customers will keep coming back
sponsored by Infor
WHITE PAPER: If you already have a CRM solution, there's a good chance that you are not taking full advantage of it. Many CRM strategies are failing to meet their full potential. Access this infographic to discover how to patch the holes in your CRM strategy.
Posted: 24 Aug 2016 | Published: 24 Aug 2016

Infor

Make CRM stick Eight ways to increase CRM adoption in your organization
sponsored by Infor
WHITE PAPER: Are your employees actually utilizing your CRM solution or just checking the boxes to make it look good? Read this paper to learn the 8 ways you can increase CRM adoption across your organization to take full advantage of your CRM solution.
Posted: 18 Aug 2016 | Published: 01 Sep 2017

Infor

The Key to Improving Customer Experience and Decreasing Disloyalty
sponsored by [24]7
WHITE PAPER: Providing customers with a "delightful" experience has become a focus for business differentiation. It's garnered a lot of attention, but is it actually worthwhile? Discover the key to improving customer loyalty and 8 questions that are essential to decreasing disloyalty through reducing customer effort.
Posted: 10 Aug 2016 | Published: 10 Aug 2016

[24]7

The Future of Telecom: Five Predictions
sponsored by [24]7
WHITE PAPER: Discover 5 key predictions regarding the future of telecom, based on current trends and customers' changing perception of the telecom experience. Gain insight into what telecom consumers expect from today's providers, and learn how to deliver exceptional self-service for mobile transactions.
Posted: 01 Jun 2016 | Published: 01 Jun 2016

[24]7

5 Ways Every Sales Rep Can Accelerate Success with Analytics
sponsored by Salesforce.com
WHITE PAPER: This Salesforce research report explores what to look for in an analytics tool and how to put real-time, critical insights in hands of not only executives but their employees as well. Discover how to unlock the information within your customer data to ensure better decision-making, identify best practices, and align your CRM and BI.
Posted: 27 Mar 2017 | Published: 31 Dec 2016

Salesforce.com

Report: Transforming Your Business to Meet Customer Expectations, React to New Challenges
sponsored by SAP
WHITE PAPER: Advanced technology plays an important role in the transition to digital consumer engagement. Learn which tools can enhance your omnichannel potential, along with monitoring and analysis of consumer interactions.
Posted: 14 Oct 2016 | Published: 30 Sep 2016

SAP

Wholesale: SMBs are Using Technology to Sharpen Business Practices, Improve Customer Engagement
sponsored by SAP
WHITE PAPER: The Internet of Things (IoT) can offer new insights and provide more value to customers and consumers. Learn more ways disruptive technology can help you engage your audience and maintain your competitive advantage by reading this report.
Posted: 13 Oct 2016 | Published: 13 Oct 2016

SAP

IDC: How Retailers Can Drive Revenue, Efficiency, and Loyalty with Smart Adoption of Advanced Technology
sponsored by SAP
WHITE PAPER: The digital transformation of retail is changing the buying, sourcing, merchandising, and sales strategies of our in-store past. Learn what your competitors are doing to expand their omni-channel reach, and uncover new ways to approach these changes.
Posted: 12 Oct 2016 | Published: 30 Sep 2016

SAP

A Guide to Patient Interaction
sponsored by Avaya TSG
WHITE PAPER: Discover how to enhance the patient experience by automating routine processes and expanding patient interaction outside the hospital. Access now and learn the benefits of proactive outreach, both pretreatment and post-discharge, including fewer preventable readmissions, reduced costs, and more.
Posted: 06 Jul 2016 | Published: 31 Dec 2015

Avaya TSG

7 Things You Didn't Know Were Possible with Self Service and Automation
sponsored by Avaya CenturyLink
WHITE PAPER: New paradigms of self service and automation have emerged that make it essential for you to stay current with your customer service strategy. Uncover key information about these paradigms and learn 7 things you didn't know were possible.
Posted: 28 Jun 2016 | Published: 31 Dec 2015

Avaya CenturyLink

Australian Digital Experience Report
sponsored by SAP
WHITE PAPER: 76% of satisfied customers demonstrate brand loyalty. In this report, learn more about how Australian consumer preferences are shifting towards digital channels, and what you can do to close the gap between expectations and delivery.
Posted: 27 Jun 2016 | Published: 27 Jun 2016

SAP

Customer Engagement: From Interactions to Relationships
sponsored by Avaya
WHITE PAPER: Improving customer experiences has replaced operational efficiency gains as the top objective in customer care executives' agendas. This Aberdeen report details how "best-in-class" firms are achieving greater customer retention and annual growth as a result. Discover more in the report now.
Posted: 20 Jun 2016 | Published: 31 Mar 2015

Avaya
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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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