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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 227 Matches Previous Page  |  Next Page
Getting to Why in Omnichannel Marketing Attribution
sponsored by SAS
WHITE PAPER: For successful marketing attribution, your digital communications channels must be properly quantified, allocated, analyzed and optimized to realize your business goals. But there are 3 main barriers: Missing data, uncertain data, and big data. Learn how to get around these challenges and develop your attribution strategy.
Posted: 20 Apr 2017 | Published: 20 Apr 2017

SAS

In Good Company: The Value of Conscious Consumers
sponsored by Zendesk
WHITE PAPER: Consumers are willing to pay 5% or 10% more to purchase from community-responsible companies over others. Access this white paper to learn how to establish a relationship with these consumers and improve your top line.
Posted: 20 Apr 2017 | Published: 20 Apr 2017

Zendesk

4 Top Trends That Are Driving Sales This Year
sponsored by Conga
WHITE PAPER: As we all know, the primary directive in sales is "sell more, sell faster." But the question is; how? Discover the 4 top trends used by innovative companies this year that drive sales.
Posted: 18 Apr 2017 | Published: 18 Apr 2017

Conga

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 Corporation
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 Corporation

Move Over, Account-Based Marketing: Job-Based Marketing is Here
sponsored by OpenText
WHITE PAPER: An account-based marketing (ABM) strategy allows marketers to better target their messaging. But does it fall short in tailoring marketing campaigns down to the level of each shareholder, within the target account? Can job-based marketing (JBM) strategies do what ABM can't? This Aberdeen Group report compares ABM and JBM. Explore both strategies.
Posted: 22 Mar 2017 | Published: 24 Feb 2017

OpenText

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 IntelĀ® 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 IntelĀ® 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 'Connected' Associate: Technology Empowers Your Workforce And Fast-Tracks Your Omnichannel Sales
sponsored by SOTI Inc.
WHITE PAPER: When looking towards the future of retail, enabling IoT connectivity should be on the top of your list. Learn how your retail business can improve customer experience with employees empowered by IoT, otherwise known as "connected associates."
Posted: 31 Jan 2017 | Published: 31 Jan 2017

SOTI Inc.

Provide Top Customer Experiences with Faster Customer Care
sponsored by Zendesk
WHITE PAPER: Constellation Research has compiled extensive research and in-depth interviews of businesses that have implemented agile customer care strategies. Discover what analysts have revealed to work for real organizations.
Posted: 07 Dec 2016 | Published: 07 Dec 2016

Zendesk

Enhanced Client Onboarding for Wealth Management
sponsored by Accenture
WHITE PAPER: This paper examines an accelerator for wealth management and Salesforce Financial Services Cloud, exploring how these technologies can help your company succeed in the face of digital disruption. Discover how these tools can boost CRM management, collaboration, analytics, and client onboarding.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Accenture

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

Redefining Brand Performance for the 21st-Century
sponsored by SAS
WHITE PAPER: This white paper explains how to most effectively gain insights into your brand's performance through a connected view of customer experience,competencies, commitment and customer insight. Gain ideas on how you can project a strong brand image focused on building your profit.
Posted: 09 Sep 2016 | Published: 09 Sep 2016

SAS

Analytics and the Customer Journey: 7 Best Practices for Delivering a Better Customer Experience
sponsored by SAS
WHITE PAPER: This white paper explores how you can identify the critical factors that detract from a customer experience as well as decide how to rebuild positive experiences by mapping the customer journey. Uncover the 7 best practices for delivering a better customer experience and get helpful advice on data management, metrics, and more.
Posted: 09 Sep 2016 | Published: 09 Sep 2016

SAS

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

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

Full-Featured Mobile CRM at your Fingertips
sponsored by Infor
WHITE PAPER: Whether sales teams are viewing account or contact information, updating an opportunity, scheduling an activity, or logging a call or email to history, they need the tools to help them enhance CX and close deals. Learn about a tool that can help make this a reality.
Posted: 04 Nov 2016 | Published: 04 Nov 2016

Infor

How to Use Value Selling to Deliver Great Experiences at Every Touch Point
sponsored by Infor
WHITE PAPER: Experts estimate that more than 53% of what drives B2B customers to purchase is a salesperson's unique insights. Learn CRM software can help you sell value, not price, to engage the educated customer.
Posted: 04 Nov 2016 | Published: 04 Nov 2016

Infor

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
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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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