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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)
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The Future of Customer Experience
sponsored by [24]7
WHITE PAPER: Take a closer look into the latest trends in customer experience management. Uncover 5 ways you can improve the customer experience in any industry.
Posted: 23 May 2016 | Published: 23 May 2016

[24]7

Mobile is eating the world: Four ways to rethink customer experiences as mobile-first and mobile-only
sponsored by Sitecore
WHITE PAPER: Access this eBook, written by Brian Solis, globally recognized as one of the most prominent thought leaders in business innovation, to delve into mobile consumer behavior and how it requires a different approach.
Posted: 12 May 2016 | Published: 29 Feb 2016

Sitecore

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

Where to Place Your CX Bets in 2016
sponsored by [24]7
WHITE PAPER: Discover how to accelerate your customer experience (CX) projects' time-to-value by utilizing the latest in digital technology investments, and access 5 expert tips for digital CX. Read on for insights on fostering superior customer experience in your enterprise by honoring the mobile experience.
Posted: 29 Jan 2016 | Published: 29 Jan 2016

[24]7

7 Keys to Delivering a Rock Star Customer Service Experience
sponsored by [24]7
WHITE PAPER: In this resource, you will learn 7 keys to delivering a stellar customer service experience that can differentiate your digital self-service capabilities from your competitors.
Posted: 28 Jan 2016 | Published: 28 Jan 2016

[24]7

The Omnichannel Dilemma: Everyone Wants It, But How Do You Start?
sponsored by [24]7
WHITE PAPER: This report discusses the challenges of rolling out an omnichannel framework and delivers 5 action tips for designing a successful strategy.
Posted: 27 Jan 2016 | Published: 31 Dec 2015

[24]7

Six Keys to Effective Chat Operations: Insights to Help Improve Your Business
sponsored by [24]7
WHITE PAPER: Today, customers expect highly capable chat, including the ability for it to seamlessly integrate other channels as needed. So getting it getting it right is critical to an effective omnichannel strategy. This paper summarizes common misperceptions about chat, and presents six key insights based on lessons learned.
Posted: 27 Jan 2016 | Published: 31 Dec 2015

[24]7

Increase Your Company's Profitability With Service Contract Tracking
sponsored by Sage (UK) Limited
WHITE PAPER: The first step to building better customer retention is to set client expectations early. Services contracts start the process of complete services profitability. Contracts eliminate uncertainty by setting expectations early. Learn how contract tracking can help increase your businesses' profitability and improve customer satisfaction.
Posted: 22 Jan 2016 | Published: 22 Jan 2016

Sage (UK) Limited

5 Ways Wholesale Distributors Can Succeed with the Millennial Generation
sponsored by Infor
WHITE PAPER: This resource features a checklist of five tactics that can help you prepare your business to succeed with the next generation of customers, partners and employees. Access now and you'll also unlock the details and benefits of each tactic.
Posted: 20 Jan 2016 | Published: 20 Jan 2016

Infor

Manufacturers Turn to the Internet of Things to Boost Customer Engagement
sponsored by Infor
WHITE PAPER: Access this white paper to explore how investing in the right CRM solution can help you grow your IoT approach, as well as support your customer-centric initiatives.
Posted: 04 Jan 2016 | Published: 01 Sep 2017

Infor

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

Buyer's Guide: Optimize Your Customer Engagement with CCM
sponsored by Kofax from Lexmark
WHITE PAPER: A customer communications management (CCM) solution helps you manage increasingly digital and diverse customer interaction. Access this informative resource to see an evaluation checklist that'll tell you the 7 core requirements to look for in a CCM solution.
Posted: 15 Jan 2016 | Published: 31 Dec 2015

Kofax from Lexmark

Top 10 Ways to Boost Mobile App Engagement Using Messaging
sponsored by Magnet
WHITE PAPER: This white paper details the top 10 ways to boost mobile app engagement using messaging strategies. Discover the messaging features that can win customer loyalty.
Posted: 28 Dec 2015 | Published: 28 Dec 2015

Magnet

4 Ways to Enhance Mobile App User Engagement
sponsored by Magnet
WHITE PAPER: This guide reveals how the key to building lasting relationships with customers via mobile applications lies beyond SMS or push notifications. Uncover 4 ways to drive mobile engagement and enhance customer satisfaction.
Posted: 23 Dec 2015 | Published: 23 Dec 2015

Magnet

How In-App, Two-Way Mobile Messaging Builds Customer Loyalty
sponsored by Magnet
WHITE PAPER: In this white paper, explore the top 4 messaging features your mobile application should have in order to build customer loyalty.
Posted: 21 Dec 2015 | Published: 21 Dec 2015

Magnet

Elevate Sales Team Performance with Clearly-Defined Metrics
sponsored by Microsoft
WHITE PAPER: Many companies lack a standard, consistent terminology to measure sales performance. This resource provides clearly-defined, unambiguous metrics that can help you precisely determine how your sales teams are performing and figure out how to adjust processes to drive better results.
Posted: 17 Dec 2015 | Published: 17 Dec 2015

Microsoft

Internet of Things (IoT) Reports and Videos
sponsored by SAP
WHITE PAPER: Access this resource portal to find a rich collection of Internet of Things (IoT) reports and videos revealing the technological, economic, and social impacts of the hyper-connected economy.
Posted: 19 Nov 2015 | Published: 19 Nov 2015

SAP

Cisco Collaboration Endpoints
sponsored by Global Knowledge
WHITE PAPER: This white paper provides you with product specifications and capabilities for Cisco's phone, desktop, and large screen immersive videoconferencing options.
Posted: 21 Oct 2015 | Published: 21 Oct 2015

Global Knowledge

Cisco Unified Collaboration Solutions Infrastructure Overview
sponsored by Global Knowledge
WHITE PAPER: Learn how Cisco Unified Collaboration infrastructure products can help you provide everything from call control which provides signaling and dial plan support to the expressway series providing firewall traversal for external access.
Posted: 21 Oct 2015 | Published: 21 Oct 2015

Global Knowledge

Why Creating Closer Customer Relationships Depends on Master Data Management
sponsored by TIBCO Software Inc.
WHITE PAPER: This dynamic terrain is rocky, but it also holds enormous potential. The following white paper reveals what strategies you need to achieve close customer relationships and increased loyalty.
Posted: 16 Oct 2015 | Published: 16 Oct 2015

TIBCO Software Inc.

Mastering the New Customer Experience Mangement in the Era of the Empowered Customer
sponsored by Sitecore
WHITE PAPER: In thsi exclusive white paper glean the essentials of the new CEM. Read on to learn how understanding is the key to earning and keeping empowered consumers.
Posted: 03 Mar 2015 | Published: 30 Apr 2014

Sitecore

How Effective Content Mangement Systems Attact and Keep Cusomters for Life
sponsored by Sitecore
WHITE PAPER: In this in-depth white paper, learn how to choose the best CMS for customer experience management. Understand this entity from the perspective of the marketer and developer.
Posted: 02 Mar 2015 | Published: 31 Dec 2014

Sitecore

Predictive Analytics: Driving the Right Customer Interactions at the Right Time
sponsored by IBM
WHITE PAPER: This white paper explores how predictive analytics can drive customer intimacy by facilitating effective one-on-one interactions.
Posted: 20 Feb 2015 | Published: 31 May 2010

IBM

6 Steps to Smashing Silos in Your Business
sponsored by Teradata
WHITE PAPER: This informative resource explains the steps that business leaders can take to prevent and break down silos within their organizations, particularly within marketing departments.
Posted: 16 Feb 2015 | Published: 16 Feb 2015

Teradata
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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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