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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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A Practical Approach to Building a Comprehensive and Compliant RIM Program
sponsored by Iron Mountain
WHITE PAPER: This whitepaper outlines the important steps to achieve successful and compliant records and information management (RIM).
Posted: 14 Oct 2013 | Published: 14 Oct 2013

Iron Mountain

Big data and analytics for a holistic customer journey
sponsored by IBM
WHITE PAPER: In the modern business world, customer experience is everything. To re-align your customer-engagement initiatives around this new reality, you will need a clear roadmap for where to start and how to proceed. Access this white paper today for discussion and case studies on how you can use big data analytics to enhance experience.
Posted: 25 Nov 2013 | Published: 31 Aug 2013

IBM

Delivering a Seamless Experience Across Every Channel
sponsored by IBM
WHITE PAPER: This white paper reveals the results of a survey of over 500 e-commerce and e-business professionals, and provides key insights and best practices for improving customer experiences across all channels.
Posted: 15 Nov 2013 | Published: 31 May 2013

IBM

Choose a Branding Agency: 5 Social Media Questions You Need to Ask
sponsored by Oracle Corporation
WHITE PAPER: The following white paper details 5 key questions to ask when choosing a branding agency. Learn how to read the answers that they give you in order to make an accurate assessment on the agency at hand.
Posted: 13 Nov 2013 | Published: 13 Nov 2013

Oracle Corporation

How Satisfied Are Your Customers?
sponsored by IBM
WHITE PAPER: This brief resource provides statistics and other insights that explain why it's more important than ever to provide excellent customer service and experiences. Read on to learn more.
Posted: 11 Nov 2013 | Published: 11 Nov 2013

IBM

8 Steps to a Better Social Media Strategy
sponsored by Oracle Corporation
WHITE PAPER: The following white paper discusses how to successfully create and implement a strategy to manage your social media mix and at the same time, create a fluid online communication outlet.
Posted: 05 Nov 2013 | Published: 05 Nov 2013

Oracle Corporation

IBM Watson Engagement Advisor
sponsored by IBM
WHITE PAPER: The following white paper outlines the recent change in the consumer market and how to ensure that you are delivering the best customer service.
Posted: 01 Nov 2013 | Published: 01 Nov 2013

IBM

IBM Marketing Performance Analytics
sponsored by IBM
WHITE PAPER: The following white paper discloses a sure-fire way to track and analyse performance across an infinitely expanding number of channels and campaigns.
Posted: 31 Oct 2013 | Published: 31 Oct 2013

IBM

Where have all my marketing investments gone?
sponsored by IBM
WHITE PAPER: The following white paper addresses the severe pressures weighed out by the consumer market today. Inside, discover how marketing performance analytics can help marketers address and act upon the marketing pressures.
Posted: 31 Oct 2013 | Published: 31 Oct 2013

IBM

BI Checkmate: Outmaneuver Competition with BI and Strategy
sponsored by SAP America, Inc.
WHITE PAPER: Find out how BI can help your midsize company ahead of the competition and how you can choose the right BI product from the right vendor.
Posted: 16 Oct 2013 | Published: 16 Oct 2013

SAP America, Inc.

6 Hidden Secrets to Offering Exceptional Customer Service
sponsored by Salesforce.com
WHITE PAPER: The ability to provide exceptional customer service has quickly become a business differentiator. This resource counts down six secrets to customer service success – read on to learn more now.
Posted: 10 Oct 2013 | Published: 10 Oct 2013

Salesforce.com

Go beyond the surface: User Experience Design At A Glance
sponsored by Hewlett-Packard Company
WHITE PAPER: This brief resource explains how User Experience Design services can deliver strategic business value by enabling your organization to increase sales and conversions, improve customer retention, build brand trust, and more.
Posted: 08 Oct 2013 | Published: 30 Jun 2013

Hewlett-Packard Company

Proactive Customer Engagement
sponsored by Genesys-Angel
WHITE PAPER: In this research report from the Yankee Group, explore how to achieve successful customer engagement management across the entire customer lifecycle by leveraging the right tools and integrating communication channels.
Posted: 30 Sep 2013 | Published: 31 Jul 2013

Genesys-Angel

Improve data quality: The power of crowdsourcing
sponsored by CrowdFlower, Inc.
WHITE PAPER: This resource examines how improving data quality leads to marketing and selling success, and introduces a crowdsourcing strategy that can help you get there.
Posted: 11 Sep 2013 | Published: 12 Jun 2013

CrowdFlower, Inc.

Loss from Legacy Call Center Infrastructure
sponsored by Genesys
WHITE PAPER: Is your legacy call center infrastructure limiting your organization's ability to increase efficiencies, reduce costs, and raise productivity? What's the true cost of a legacy call center? Answer these questions now by consulting this exclusive infographic.
Posted: 04 Sep 2013 | Published: 04 Sep 2013

Genesys

5 Ways to Optimize Your Workforce for Customer Contact in a Social Marketplace
sponsored by Aspect
WHITE PAPER: This white paper discusses how workforce, quality and performance management capabilities provide practical business processes and tools for effective staffing, monitoring, reporting, evaluation and coaching.
Posted: 29 Aug 2013 | Published: 29 Aug 2013

Aspect

Websites are Dead. Long Live Digital Presence
sponsored by Limelight Networks, Inc.
WHITE PAPER: In this resource, learn why the website as you know it is dead, and find guidance to help you engage and interact with customers through your content and build a stronger digital presence.
Posted: 23 Jul 2013 | Published: 31 Oct 2012

Limelight Networks, Inc.

IBM Social Business Adoption QuickStart
sponsored by IBM
WHITE PAPER: Companies are investing in social business software to enhance knowledge exchange and sharing, streamline their operations and improve their response to evolving market demands. Consult this white paper to find out how to implement social business in the most effective way.
Posted: 17 Jul 2013 | Published: 17 Jul 2013

IBM

Playtech HP Service Health Analyzer delivers predictive analytics
sponsored by HP
WHITE PAPER: Playtech is a world leader in the gaming industry, and they require uninterrupted high quality service in order to ensure business success. The ability to detect problems with performance is of the utmost importance to Playtech. View this resource to learn how this company delivered predictive analytics effectively.
Posted: 15 Jul 2013 | Published: 15 Jul 2013

HP

The Future of Lead Management: A Step-by-Step Guide
sponsored by LeadLife Solutions
WHITE PAPER: In this insightful resource, explore how to adapt your marketing and sales processes in order to meet the needs of the modern buyer and learn the three most important changes you need to make to increase marketing and sales effectiveness.
Posted: 11 Jul 2013 | Published: 11 Jul 2013

LeadLife Solutions

Magic Quadrant for the CRM Customer Engagement Center
sponsored by Salesforce
WHITE PAPER: Access this comprehensive Gartner report to explore and compare customer engagement center (CEC) applications from today's top vendors. Discover the strengths and weaknesses of these customer service technologies, and decide which is right for your social CRM strategy.
Posted: 08 Jul 2013 | Published: 13 May 2013

Salesforce

Using Marketing Automation to Increase Your ROI on CRM
sponsored by Marketo
WHITE PAPER: Many CRM systems lack an effective way to manage leads - that's where marketing automation comes in. In this resource, explore the benefits of a marketing automation tool, and learn how implementing marketing automation can increase your ROI on your CRM system.
Posted: 27 Jun 2013 | Published: 27 Jun 2013

Marketo

Driving Revenue Through CRM Integration
sponsored by Marketo
WHITE PAPER: In this helpful resource, discover four keys to establishing successful integration of your CRM system and marketing automation. Explore how your sales, marketing, customer service, and accounting teams can work together to close the loop of great customer experience.
Posted: 27 Jun 2013 | Published: 27 Jun 2013

Marketo

Mobile Devices Reshaping the Customer Experience: Learn how a mobility strategy can drive innovation and add a competitive edge to your contact center
sponsored by Avaya
WHITE PAPER: This resource details the opportunities that mobility presents for contact centers, and offers guidance to help you weave these opportunities into a strategy that empowers you to capitalize on mobile benefits and sharpen your competitive edge.
Posted: 19 Jun 2013 | Published: 31 Dec 2012

Avaya

Kognitio delivers for ScottishPower
sponsored by Kognitio
WHITE PAPER: Find out how a company working toward dominance as a multi-utility supplier can achieve effective customer relationship management (CRM.) This resource explores how one company found a way to scan millions of rows of information in seconds to utilize and interpret valuable information.
Posted: 10 Jun 2013 | Published: 10 Jun 2013

Kognitio
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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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