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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)
76 - 100 of 292 Matches Previous Page  |  Next Page
The Omnichannel Dilemma: Everyone Wants It, But How Do You Start?
sponsored by [24]7 Customer, Inc.
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 Customer, Inc.

Six Keys to Effective Chat Operations: Insights to Help Improve Your Business
sponsored by [24]7 Customer, Inc.
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 Customer, Inc.

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

How to Use Social Media to Drive Sales
sponsored by Microsoft
WHITE PAPER: In this white paper, uncover how social media is impacting the selling lifecycle and how you can use it to drive sales. Gain insights on the pros and cons of becoming a social seller, the importance of creating your professional brand on LinkedIn, and much more.
Posted: 21 Jan 2016 | Published: 21 Jan 2016

Microsoft

How to Turn Leads into Sales in the Digital Era
sponsored by Microsoft
WHITE PAPER: This best practice guide takes a closer look at the role of analytics in helping the modern salesperson do their job successfully. Explore sales analytics best practices, learn how to use KPIs to stay on track, and more.
Posted: 21 Jan 2016 | Published: 21 Jan 2016

Microsoft

Practical Tips to Drive Sales with Social Media
sponsored by Microsoft
WHITE PAPER: Uncover how you can sell more effectively in a crowded market by using the latest social media tips and tricks. Gain ideas on how to maximize LinkedIn for social selling, how to avoid social selling pitfalls, and much more.
Posted: 19 Jan 2016 | Published: 19 Jan 2016

Microsoft

How to Balance Conflicting Goals in CRM
sponsored by Microsoft
WHITE PAPER: This white paper discusses the importance of striking a balance between meeting customers' immediate needs, securing their long term loyalty of the brand, and the need to control the cost of operations. Uncover 5 common CRM approaches, and learn which one can help you overcome some of your core business challenges.
Posted: 18 Jan 2016 | Published: 18 Jan 2016

Microsoft

Delivering Effective CRM Today: A Look Into New, Dynamic Approaches
sponsored by Microsoft
WHITE PAPER: This white paper discusses dynamic approaches for delivering effective CRM for today's on-the-go, mobile lifestyles. Plus, learn how an organization used next-gen CRM to bring order to their disparate systems and data while driving better customer experiences.
Posted: 18 Jan 2016 | Published: 18 Jan 2016

Microsoft

Nucleus Research Report: Phase Out Legacy CRM Tools to Drive Business Success
sponsored by Salesforce.com
WHITE PAPER: To better understand the benefits of moving from a legacy or homegrown CRM/CEM app to service cloud technology, Nucleus Research analyzed the experience of a number of Salesforce Service Cloud customers. Tap the full report here and compare Service Cloud and legacy app functionalities, explore 6 key benefit areas, and more.
Posted: 15 Jan 2016 | Published: 31 Oct 2015

Salesforce.com

CRM Success Stories: Shell Card Services
sponsored by Microsoft
WHITE PAPER: By simply updating their CRM strategy, Shell enhanced sales and revenue growth. Learn how you too can focus on more on selling and less on admin work with the right tools.
Posted: 08 Jan 2016 | Published: 25 Jun 2015

Microsoft

Self-Service CRM Success Stories: Metro Bank
sponsored by Microsoft
WHITE PAPER: CEO Craig Donaldson can attest firsthand how self-service CRM not only helped his colleagues engage people, but also helped Metro Bank stand out in the financial services industry for its exceptional customer focus. Learn how Metro Bank delivered a consistent customer journey and turned customers into fans.
Posted: 08 Jan 2016 | Published: 23 Jun 2015

Microsoft

CRM Stories: Wintec
sponsored by Microsoft
WHITE PAPER: To manage the database of its newly established alumni group, the Waikato Institute of Technology (Wintec) required a flexible and efficient CRM system. Access this case study to learn how chief executive Lisa Pemberton of Wintec implemented a CRM strategy that allowed her alumni group to enhance relationship management with highly visible data.
Posted: 06 Jan 2016 | Published: 06 Jan 2016

Microsoft

Case Study: Nissan Motor Company Achieves Omotenashi
sponsored by Microsoft
WHITE PAPER: In this case study, learn how Nissan developed a CRM strategy to better understand customers' individual needs long after they purchase a car. Access now to learn how their strategy can help you anticipate what the customer wants.
Posted: 06 Jan 2016 | Published: 06 Jan 2016

Microsoft

How the Sales Landscape has Changed
sponsored by Microsoft
WHITE PAPER: Backed by useful stats on how your peers are selling effectively, this detailed infographic reveals 3 steps to optimal sales. Tap this resource and discover details of each step that can help you deliver the distinctive client experience.
Posted: 06 Jan 2016 | Published: 06 Jan 2016

Microsoft

How to Drive Efficiency in Multi-Channel Campaigns
sponsored by Microsoft
WHITE PAPER: This solution brief explores how you can consolidate your lead management, sales collaboration, social marketing, and analytics into a single platform. Learn how you can plan, execute, and measure multi-channel campaigns easily.
Posted: 31 Dec 2015 | Published: 31 Dec 2014

Microsoft

Nail Personalization with 6 Key Customer Service Capabilities
sponsored by Microsoft
WHITE PAPER: This data sheet describes ways to empower agents with a single, unified experience to provide amazing customer service with cross-channel context. Uncover strategies for earning customer loyalty and staying agile.
Posted: 31 Dec 2015 | Published: 31 Dec 2014

Microsoft

Turn Social Sentiment into Opportunity with CRM and Analytics
sponsored by Microsoft
WHITE PAPER: In this guide, you'll uncover tips on how to reach customers at the point of influence with social marketing. Learn why social engagement plays a critical role in bridging the gap between your digital campaigns and the conversations they spark.
Posted: 15 Dec 2015 | Published: 15 Dec 2015

Microsoft

Sink or Sell: Your Guide to Modern Sales Survival
sponsored by Microsoft
WHITE PAPER: This resource offers insight to help your sales team deliver an optimal customer experience by adopting modern sales productivity technologies. Discover which tools can accomplish this task, and how the value of an integrated platform can help your salespeople increase customer loyalty.
Posted: 14 Dec 2015 | Published: 14 Dec 2015

Microsoft

The Total Economic Impact of Online CRM Tools
sponsored by Microsoft
WHITE PAPER: Access this report now to learn which CRM tools delivered on cost savings, improved sales, and increased agility. Inside, you'll uncover the benefits of online versus on-premises platforms.
Posted: 14 Dec 2015 | Published: 27 Mar 2014

Microsoft

CRM & Manufacturing: Working Hand in Glove
sponsored by Microsoft
WHITE PAPER: This white paper introduces a Sales Transformation Pyramid (STP) model, a step-by-step methodology for effecting a positive transformation in your company's sales performance. Access this framework to learn how you can optimize your enterprise's sales performance and refine your internal processes, communication, and agility.
Posted: 24 Nov 2015 | Published: 24 Nov 2015

Microsoft

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


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


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


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
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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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