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ALSO CALLED: CRM Application, Customer Relationship Management Software
DEFINITION: Apex is a development platform for building software as a service (SaaS) applications on top of Salesforce.com's customer relationship management (CRM) functionality. Apex allows developers to access Salesforce.com's back-end database and client-server interfaces to create third-party SaaS applications. Apex includes an application program interface (API) that developers can use to access user data  … 
Definition continues below.
CRM Software White Papers (View All Report Types)
26 - 50 of 196 Matches Previous Page  |  Next Page
How to Leverage Data to Acquire and Retain Customers
sponsored by HPE and Intel®
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 Intel®

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.

Delivering Analytically Injected Digital Personalization for Online and Offline Data
sponsored by SAS
WHITE PAPER: This white paper outlines SAS solutions and architectural considerations for providing web content personalization. Learn how you can collect clickstream data in the cloud to better analyze customer browsing behavior for more targeted personalization.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

SAS

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

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

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

Five Ways CRM Tools Improve Constituent Relationships
sponsored by Infor
WHITE PAPER: When it comes to customer relationships, engagement equals empowerment. Access this white paper to explore five ways CRM tools can help you improve the relationship you have with your customers.
Posted: 08 Sep 2016 | Published: 31 Dec 2015

Infor

Maximizing Moments of Truth: Optimizing Customer Interactions
sponsored by SAS
WHITE PAPER: The following resource reveals the 5 types of customer data you should be collecting and analytics strategies that automate marketing campaigns, optimize customer engagement, and more.
Posted: 07 Sep 2016 | Published: 07 Sep 2016

SAS

Infor CRM Customers will keep coming back
sponsored by Infor
WHITE PAPER: If you already have a CRM solution, there's a good chance that you are not taking full advantage of it. Many CRM strategies are failing to meet their full potential. Access this infographic to discover how to patch the holes in your CRM strategy.
Posted: 24 Aug 2016 | Published: 24 Aug 2016

Infor

Step-By-Step CRM Data Analytics for Sales Teams
sponsored by Infor
WHITE PAPER: Metrics aren't answers; they are prompts for questions that probe statistics for deeper insight. Discover the simplest way to find the actionable insights hidden in your data analytics. Learn best practices and considerations for using metrics in analytics and see how to turn them into powerful tools.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

Infor

Why CRM is Critical for Value-Selling
sponsored by Infor
WHITE PAPER: Today, salespeople have less control over the sales process than ever before. Discover ways to help salespeople continue to be a valuable part of a transaction with value-selling and CRM by collecting, analyzing, and sharing customer data.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

Infor

Why CRM is the Key to Getting Customers to Renew and Spend More Money with You
sponsored by Infor
WHITE PAPER: Increasing customer retention involves a company-wide shift to a customer-centric business model. Discover ways to align sales, marketing, product development, and tech support teams with effective CRM technology.
Posted: 10 May 2016 | Published: 10 May 2016

Infor

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 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

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

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

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

Four Ways Predictive Marketing Can Drive Success for Financial Services
sponsored by Radius
WHITE PAPER: This white paper discusses 4 major ways that predictive analytics improves marketing for financial services, including outbound marketing, customer targeting, and more.
Posted: 27 Jan 2016 | Published: 27 Jan 2016

Radius

7 Requirements For Effective Customer Communication Management
sponsored by Kofax from Lexmark
WHITE PAPER: You need a customer communications management (CCM) approach that aligns with the customer's need for on-demand communication. This resource provides a seven-point checklist to help you choose the right CCM strategy for your business.
Posted: 20 Jan 2016 | Published: 20 Jan 2016

Kofax from Lexmark
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CRM SOFTWARE DEFINITION (continued): …  on Salesforce.com. This API allows developers to use common SaaS components, like Web widgets or a multi-tenant database, without the need to develop much of the infrastructure traditionally associated behind SaaS programs.Apex applications are usually hosted and run directly from Salesforce.com's servers. No installation on a user's local PC is necessary because of this hosting. A user simply purchases a given Apex program through AppExchange, Saleforce.com's Web portal for add-ons to CRM. The user is then able to access the program through the standard interface. Once created, an application … 

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