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Customer Relationship Management Best Practices

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Customer Relationship Management Best Practices White Papers (View All Report Types)
 
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

7 Lessons from visionary Context Marketers
sponsored by Sitecore
WHITE PAPER: Learn why it's critical for marketers to develop a new mindset to match the expectations of the empowered customer. Plus, uncover how your marketing team can create intuitive, contextual experiences that can exceed customer expectations, and drive more business to your door.
Posted: 18 Nov 2015 | Published: 18 Nov 2015

Sitecore

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

How to Move Beyond Traditional CRM and Modernize Your Customer Service
sponsored by ServiceNow
WHITE PAPER: According to a Forrester study, 80% of businesses believe they deliver a superior customer experience, but only 8% of their customers agree. Explore a holistic approach that brings together people, workflows, and systems to deliver a superior customer experience beyond traditional CRM.
Posted: 26 Sep 2016 | Published: 31 Aug 2016

ServiceNow

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

Top 5 Ways to Succeed with the Millennial Generation
sponsored by Infor
WHITE PAPER: This white paper discusses how you can reach success with Millennial customers, partners, and employees. Unveil 5 tactics that can prepare your business for this tech-savvy generation of consumers.
Posted: 19 Feb 2016 | Published: 31 Dec 2015

Infor

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

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

Customer Engagement: From Interactions to Relationships
sponsored by Avaya
WHITE PAPER: Improving customer experiences has replaced operational efficiency gains as the top objective in customer care executives' agendas. This Aberdeen report details how "best-in-class" firms are achieving greater customer retention and annual growth as a result. Discover more in the report now.
Posted: 20 Jun 2016 | Published: 31 Mar 2015

Avaya

The Age of Social Media: Lead Generation and Brand Authenticity
sponsored by Marketo
WHITE PAPER: This white paper considers the advantages of social media in regards to lead generation. Access now to find out how you can implement a profitable social media strategy by targeting a variety of platforms with specific plans of action, and how your sales leads will benefit.
Posted: 28 Jan 2015 | Published: 28 Jan 2015

Marketo
 
 
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