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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)
51 - 75 of 277 Matches Previous Page  |  Next Page
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

Strategic Considerations When Building Customer Service for The Next Decade
sponsored by Microsoft
WHITE PAPER: How can organizations keep up with today's mercurial customer service landscape? Access this white paper to uncover a practical approach to creating a customer service strategy while considering the issues that affect customer service today and for the next few years
Posted: 28 Jan 2016 | Published: 30 Nov 2015

Microsoft

Commerce Cloud: Scale, Security, and Performance
sponsored by Oracle Corporation
WHITE PAPER: Explore the long term cost, features, and capabilities of commerce cloud technology. Discover how you can simply your IT footprint, increase focus on your core business, be more innovative with an API-first architecture, and more.
Posted: 26 Jan 2016 | Published: 26 Jan 2016

Oracle Corporation

Leverage CPQ Strategies to Sell More, Faster
sponsored by Oracle Corporation
WHITE PAPER: This white paper explores cloud-based CPQ (configure, price, quote) strategies that help businesses eliminate human error and speed up quote turnaround time. Learn how to automate your configuration and quoting processes in order to sell more, faster.
Posted: 25 Jan 2016 | Published: 25 Jan 2016

Oracle Corporation

Sales Cloud Constellation Research Report
sponsored by Oracle Corporation
WHITE PAPER: In the following exclusive white paper, learn about Oracle Sales Cloud and its implications on new and seasoned users. Inside uncover three unique case studies that demonstrate the benefits and use cases of this software. Additionally, uncover eight key points that will help you make the most out of Oracle Sales Cloud.
Posted: 25 Jan 2016 | Published: 25 Jan 2016

Oracle Corporation

Research Report: The New Age of B2B Selling
sponsored by Oracle Corporation
WHITE PAPER: This research report, by Harvard Business Review, explores how advanced analytics gives B2B sales organizations the intelligence they need to pinpoint opportunities, anticipate customer needs, and hit their goals.
Posted: 25 Jan 2016 | Published: 31 Dec 2014

Oracle Corporation

5 Drivers of the Successful Modern Sales Force
sponsored by Oracle Corporation
WHITE PAPER: Uncover 5 steps your sales team should take to modernize sales tactics in the age of the empowered customer. Plus, learn how to become a mobile, productive sales team, stay ahead of competitors with actionable analytics, collaborate across the enterprise to close more deals, faster, and more.
Posted: 25 Jan 2016 | Published: 31 Mar 2014

Oracle Corporation

4 Steps to Evolve Your Customer Service Strategy
sponsored by Microsoft
WHITE PAPER: This white paper shows you how to craft a customer service strategy that can help you to empower agents, build great experiences, and manage a daunting amount of channels. Uncover 4 steps to effectively evolve your customer service approach.
Posted: 25 Jan 2016 | Published: 30 Nov 2015

Microsoft

Benchmarking Enterprise Maturity for Social Customer Service
sponsored by Oracle Corporation
WHITE PAPER: This resource describes the challenges that impede integration of social media with the rest of your contact center and explains how to conquer them by using a social customer service maturity model as a tool to assess contact capabilities. Identify your maturity level and learn how to progress to a higher level for optimal customer satisfaction.
Posted: 22 Jan 2016 | Published: 10 Apr 2015

Oracle Corporation

The Socially Enabled Enterprise: Study Results
sponsored by Oracle Corporation
WHITE PAPER: Uncover key characteristics of socially enabled enterprises in this research report by downloading it now. Read on to discover how you can transform your business to reap the benefits of social engagement.
Posted: 22 Jan 2016 | Published: 31 Dec 2014

Oracle Corporation

Socially Enabling Businesses Across the Globe
sponsored by Oracle Corporation
WHITE PAPER: Today, social is the new business norm. But unlike in the past, numerous siloed social solutions won't cut it anymore. In this resource, learn how you can properly integrate social into your business to improve customer experience management strategies, and collaboration across departments.
Posted: 22 Jan 2016 | Published: 31 Dec 2014

Oracle Corporation

Delivering on the Promise of the Social Business
sponsored by Oracle Corporation
WHITE PAPER: This paper aims to illustrate the value of social business transformation, how to understand social business maturity, as well as how leaders can plan and prioritize for continued success, scale, and maturation. Read on to learn more.
Posted: 22 Jan 2016 | Published: 22 Jan 2016

Oracle Corporation

How Close Tracking Against Services Contracts Can Increase Profitability
sponsored by Sage (UK) Limited
WHITE PAPER: Access this white paper now to learn how you can increase customer satisfaction and boost profitability with service contract tracking.
Posted: 22 Jan 2016 | Published: 22 Jan 2016

Sage (UK) Limited

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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