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Customer Data Management White Papers (View All Report Types)
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Maintaining Customer Experience Continuity: From Self-Service to Agent-Assisted, Hands-On Dialogues
sponsored by Aspect
WHITE PAPER: Your customers should feel rewarded for using self-service, not forced to recount their story to a live representative. Here's how to provide a consistent experience from self-service to agent assistance.
Posted: 01 Feb 2016 | Published: 01 Feb 2016

Aspect

Self-Service: A Competitive Advantage
sponsored by Aspect
WHITE PAPER: This white paper presents self-service strategies for your customers to take advantage of that stand the test of organizational challenges. Discover ways to offer a customer experience that delivers relevant information at the right time through multiple channels.
Posted: 01 Feb 2016 | Published: 01 Feb 2016

Aspect

Virtual Agent Success Stories: One Year Later
sponsored by 24/7 Customer
WHITE PAPER: In this paper containing 4 case studies, you will learn the proper path to achieve digital self-service deployment success by using a virtual agent. Read on to scale your self-service experience as your customer base grows.
Posted: 29 Jan 2016 | Published: 31 Dec 2015


Acquire, Grow & Retain Customers
sponsored by IBM
WHITE PAPER: Tap into how you can gain a holistic view of your customers for more informed decision-making with a robust big data and analytics engine. Plus, get advice on how you can eliminate uncertainty about your data, and better identify potential customers and bring them into the fold.
Posted: 22 Jan 2016 | Published: 22 Jan 2016

IBM

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

10 Tips for CRM Data Quality Success
sponsored by Trillium Software
WHITE PAPER: This e-book highlights how to initiate a data quality project and maintain it over time in support of your ongoing CRM efforts. Uncover 10 tips for CRM data quality success.
Posted: 21 Jan 2016 | Published: 21 Jan 2016

Trillium Software

How to Provide Efficient & Exceptional Service
sponsored by ConnectWise
WHITE PAPER: In this white paper, learn 8 best practices that can empower your team to deliver exceptional services to your customers, including: treat everything as a ticket, automate service workflows, leverage remote monitoring, and 5 more.
Posted: 20 Jan 2016 | Published: 20 Jan 2016

ConnectWise

CRM Integration: Boost Customer Retention and Tap into Hidden Opportunities
sponsored by Infor
WHITE PAPER: The culprit of weak customer retention is an outdated business model that focuses on products and services, not the needs of your loyal fan base. Access this infographic to learn how a better CRM strategy can lead to a higher customer renewal rate.
Posted: 18 Jan 2016 | Published: 18 Jan 2016

Infor

CRM Success Stories: Pandora Jewelry LLC
sponsored by Microsoft
WHITE PAPER: This case study reveals how Pandora implemented a globally connected, collaborative environment to quickly adapt and respond to the needs of its expanding customer base and enabled employees with self-service access to crucial customer data. Discover how you can similarly achieve customer focus.
Posted: 08 Jan 2016 | Published: 06 Nov 2015

Microsoft

CRM Success Stories: Amway Korea
sponsored by Microsoft
WHITE PAPER: Access this infographic and learn how Amway Korea improved service quality and better decision-making by enabling employees with an integrated CRM strategy. Learn how their approach can help you remain competitive and ensure customer satisfaction.
Posted: 08 Jan 2016 | Published: 10 May 2015

Microsoft

CRM Success Stories: Shell Card Services
sponsored by Microsoft
WHITE PAPER: By bringing its CRM approach up to speed, Shell enhanced sales and revenue growth. Access this infographic and learn how you can achieve similar benefits.
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

It's All About the User Experience
sponsored by CA Technologies
WHITE PAPER: This resource discusses ways to improve both employee productivity and customer experiences using application performance management (APM) techniques. By suggesting that APM intrinsically links your employees' ability to improve customer outcomes, this paper makes the business case for APM tools.
Posted: 07 Jan 2016 | Published: 31 Dec 2015

CA Technologies

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

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: 04 Jan 2016

Infor

Digital Marketing Redefines Sales and the Customer Experience
sponsored by Infor
WHITE PAPER: This white paper discusses how marketers have reprioritized their practices to benefit their bottom line. Discover how, by using data analytics and various personalization tactics, these leaders are able to raise the bar for themselves, their organizations, and their customers.
Posted: 03 Jan 2016 | Published: 03 Jan 2016

Infor

Always Be Closing: The ABC's of Sales in the Modern Era
sponsored by Microsoft
WHITE PAPER: Organizations can empower sales teams by giving them the tools, guidance, and support they need in order to close. Access this e-book to explore these methods while focusing on new trends shaping today's sales process.
Posted: 28 Dec 2015 | Published: 28 Dec 2015

Microsoft

3 Keys to a 5-Star Mobile User Experience
sponsored by Hewlett Packard Enterprise
WHITE PAPER: In this infographic, you'll find startling statistics regarding mobile consumers' preferences and expectations. As you read, you'll also learn ways to deliver a 5-star mobile user experience that will make your application stand out - in a good way.
Posted: 28 Dec 2015 | Published: 31 Oct 2014

Hewlett Packard Enterprise

The Building Blocks of a Mobile-Friendly Omni-Channel Customer Experience
sponsored by Aspect
WHITE PAPER: While there are challenges to overcome when building a customer-focused mobile experience, many best practices can be accomplished without significant technology implementations. Access this white paper to learn what you can do to satisfy the mobile consumer.
Posted: 24 Dec 2015 | Published: 24 Dec 2015

Aspect

Master the Mobile Moment
sponsored by Hewlett Packard Enterprise
WHITE PAPER: This interactive brochure features a new approach to measuring and monitoring mobile apps effectively. Learn how to separate subpar tools from effective ones that help you measure and improve an app's performance, bringing you one step closer to mastering the "mobile moment."
Posted: 23 Dec 2015 | Published: 31 Jul 2015

Hewlett Packard Enterprise

Improve Customer Experience with Better Self-Service
sponsored by Aspect
WHITE PAPER: In this Forrester report, you'll learn how to increase the breadth of your organization's self-service channels -- as well as the depth of these channels. Read on and uncover best practices for doing so.
Posted: 23 Dec 2015 | Published: 31 Mar 2015

Aspect

Deliver Secure, New Business Services and Improve the Customer Experience
sponsored by CA Technologies
WHITE PAPER: This resource discusses ways organizations can deliver secure, new business services with identity management in mind. By accessing, you'll find a checklist designed to help you simultaneously grow and protect your business.
Posted: 18 Dec 2015 | Published: 18 Dec 2015

CA Technologies

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
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