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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 PracticesReports
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Social Media Education: The New Edge for Success
sponsored by Hootsuite
WHITE PAPER: Did you know that according to a report by the McKinsey Global Institute, business can unlock up to $1.3 trillion in business value by leveraging social technologies?  However, if your company isn't armed with the right knowledge, tools, and skill set, those financial (and other CRM) benefits will be out of reach.
Posted: 15 Apr 2014 | Published: 15 Apr 2014

Hootsuite

Best Practices For Setting Up a Lead Nurturing Program
sponsored by Act On
WHITE PAPER: In this report, Matt Heinz, President of Heinz Marketing and his fellow thought leaders demystify lead nurturing, offering best practices that you can follow when developing your own winning program.
Posted: 11 Apr 2014 | Published: 31 Dec 2012

Act On

Make Your Social #Failproof
sponsored by Hootsuite
WHITE PAPER: Many businesses are eager to jump into social media, due to the promise of better relationships with customers, more sales, and increased brand awareness. But if you take the plunge before you're fully prepared, you could be in for some serious tidal waves.
Posted: 11 Apr 2014 | Published: 11 Apr 2014

Hootsuite

Best Practices for a Lead Management Strategy
sponsored by Act On
WHITE PAPER: Comprehensive lead management strategies have been developed to maximize lead value and bring order and efficiency to the top of the marketing funnel. When well-executed, lead management strategies can produce significant savings, reduce time spent in the funnel, and bring sales and marketing into closer concert.
Posted: 11 Apr 2014 | Published: 31 Dec 2013

Act On

What Your Customers REALLY Think
sponsored by SDL
WHITE PAPER: Today, thanks to an explosion of new communication channels -- including mobile applications and social media -- more of customers' information is available to businesses than ever before. In this infographic, learn what customers really think about marketing data and privacy.
Posted: 10 Apr 2014 | Published: 10 Apr 2014

SDL

Understanding the Millennials
sponsored by SDL
WHITE PAPER: In this resource, explore the results of a 2014 survey on how Millennials operate as consumers, so you can use that information to optimize your marketing strategy and business processes. Find out how Millennials share personal data, how they relate to mobile devices, how they'd like to connect with companies, and more.
Posted: 07 Apr 2014 | Published: 07 Apr 2014

SDL

How Customer Service Drives Loyalty Through Customer Engagements
sponsored by IBM
RESEARCH CONTENT: Consult the following report from Gartner Inc. to explore the 4 central aspects of customer engagement. Learn how these 4 areas: ethical, active, rational, and emotional each apply to a strong CRM strategy and how you can approach these attributes to build sturdier customer relationships as a whole.
Posted: 04 Apr 2014 | Published: 04 Apr 2014

IBM

Google+ Guide
sponsored by Oracle Corporation
WHITE PAPER: This guide explores some best practices for utilizing Google+ as an effective user engagement strategy.
Posted: 27 Mar 2014 | Published: 31 Dec 2013

Oracle Corporation

Measuring, Monitoring, and Improving Customer Experience
sponsored by IBM
EGUIDE: In this SearchCRM.com expert e-guide, find insights from leading organizations and industry authorities to help you address the challenges of monitoring and measuring your CEM strategy. Also inside, find 10 steps for improving your customer experiences.
Posted: 24 Mar 2014 | Published: 24 Mar 2014

IBM

Best Practices in Customer Experience Management
sponsored by IBM
EGUIDE: In this e-guide from the experts at SearchCRM.com, find out why social media has become a powerful tool for customer experience management (CEM), and discover what you can do to drive social media success.
Posted: 24 Mar 2014 | Published: 24 Mar 2014

IBM

Digital CRM and the Customer Experience
sponsored by IBM
EGUIDE: This e-guide from the experts at SearchCRM.com describes why digital technologies are proving to be the "next big thing" in the world of CRM, and explores the strategies that small businesses are using to stay competitive in e-commerce.
Posted: 24 Mar 2014 | Published: 24 Mar 2014

IBM

Engaging Customers: New Lessons Around Customer Behavior
sponsored by IBM
EGUIDE: This expert e-guide lays out five CEM lessons learned from AMC's hit TV show Breaking Bad that can help you cook up better customer experiences. Also inside, find a case study that describes the success that doughnut store Krispy Kreme found with the right mobile engagement strategy.
Posted: 24 Mar 2014 | Published: 24 Mar 2014

IBM

Social, Mobile, and Analytics to Push CRM Through 2015
sponsored by IBM
EGUIDE: In this e-guide, get advice from experts including Gartner research vice president Gene Alvarez, on how businesses can prepare for the evolving CRM market and address changing customer experience needs. Don't get left behind by relying on legacy processes and technology -- find out how to get ahead of the pack by reading now.
Posted: 24 Mar 2014 | Published: 24 Mar 2014

IBM

Contact Center Metrics for Customer Experience Success
sponsored by Desk.com (A Salesforce Company)
EGUIDE: In this SearchCRM.com expert e-guide, get an inside look at common practices for measuring contact center and organizational performance, and learn how you can transform metrics into a world-class customer experience.
Posted: 24 Mar 2014 | Published: 24 Mar 2014

Desk.com (A Salesforce Company)

How to Fine-Tune Your Contact Center
sponsored by TechTarget
RESOURCE: If your call center has issues keeping up with new technological advancements in communication like social and mobile then it's time for a multi-channel makeover. This e-book delves into how different contact centers have evolved with the times rather than become outdated and how you cane remain competitive in this growing environment.
Posted: 18 Mar 2014 | Published: 18 Mar 2014

TechTarget

Customer experience consistency key to successful CRM
sponsored by TechTarget
RESOURCE: Customer service plays an integral role in business continuity, but in order to provide optimal customer satisfaction you need to access customer information and that takes integration, and a solid security plan. Take this brief survey and gain access to this guide showcasing a new realm of customer service that reaches far beyond the call center.
Posted: 18 Mar 2014 | Published: 18 Mar 2014

TechTarget

How the Cloud Levels the Customer Service Playing Field
sponsored by Genesys
WHITE PAPER: In this paper by Ovum research, discover how mid-market companies can leverage the cloud to improve customer service, and, as a result, get on a more level playing field with bigger competitors. Explore the challenges that mid-size companies face with customer service, and get recommendations for cloud adoption tailored to service organizations.
Posted: 17 Mar 2014 | Published: 31 Mar 2013

Genesys

Transforming Customer Experience in the New Digital World
sponsored by Genesys
WHITE PAPER: In this white paper, learn why taking a holistic approach to digital channels in the contact center can help you deliver consistent, seamless, personalized experiences across all customer channels.
Posted: 14 Mar 2014 | Published: 14 Mar 2014

Genesys

Customer Experience: Essential Requirements for Company Profitability and Competitive Success
sponsored by Genesys
WHITE PAPER: Companies across all industries are feeling pressure to improve the customer experience while reducing costs at the same time. However, most are not prepared to cost-effectively provide great, real-time. multi-channel customer experiences, due to outdated technology and processes.
Posted: 14 Mar 2014 | Published: 14 Mar 2014

Genesys

Gaining a CRM Edge with Self-Service BI
sponsored by SearchBusinessAnalytics
VIRTUAL ENVIRONMENT: Putting business intelligence capabilities in the hands of frontline customer service workers can help boost customer relationship management efforts. This virtual classroom provides insight and advice on how to successfully use self-service BI tools in CRM programs.
Posted: 14 Mar 2014 | Premiered: 19 Mar 2014

SearchBusinessAnalytics

Rethinking Marketing for Today's Customer Engagement
sponsored by UStream
EGUIDE: The following expert e-Guide explores the shift in the balance of power and influence between seller and buyer. Uncover how this has created a need for a transformation in digital marketing approaches and what you can do to cope with it.
Posted: 13 Mar 2014 | Published: 13 Mar 2014

UStream

Seven Blueprints for Contact Center Modernization
sponsored by Genesys
WHITE PAPER: Businesses are quickly realizing the value of customer experience and modernizing the contact center in order to improve customer retention and satisfaction. Contact center modernization involves transitioning from a closed, proprietary call center to a multi-channel, IP-centric contact center.
Posted: 13 Mar 2014 | Published: 13 Mar 2014

Genesys

Workforce and Customer Experience Assessment
sponsored by IBM
ASSESSMENT TOOL: Access the following resource to take the social business assessment to find out just how "social" you really are. Also uncover how the social business can ultimately create a smarter workforce and exceptional customer experience.
Posted: 14 Mar 2014 | Published: 14 Mar 2014

IBM

Multi-Channel Contact Center Metrics for Analyzing Customer Satisfaction
sponsored by Five9
EGUIDE: This exclusive e-guide discusses the contact center metrics necessary to measure customer experience across multiple channels, including: chat, communities, email, social media, text messaging, and more.  Also, get an in-depth look at social media channels and how to avoid the top five pitfalls of social media in the contact center.
Posted: 14 Mar 2014 | Published: 14 Mar 2014

Five9

Contact Center's Strategic Role Within Broader CEM Initiatives
sponsored by Five9
EGUIDE: This expert e-guide provides best practices for connecting the contact center and IT departments for stronger collaboration and overall CEM success.  Learn more about the strategic role the contact center can play in overall CEM initiatives by reading now.
Posted: 13 Mar 2014 | Published: 13 Mar 2014

Five9
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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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