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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 Reports
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Humanize the Customer Experience
sponsored by [24]7
WHITE PAPER: 49% of customers have switched brands due to bad customer experiences and feeling very disconnected from the companies they try to interact with. Access this white paper to discover 4 ways to humanize your digital customer experience.
Posted: 16 Jan 2017 | Published: 30 Dec 2016

[24]7

eBook: Not all Customer Experience Platforms are Created Equal
sponsored by Genesys
EBOOK: In this ebook, learn 5 key features that you need in your next customer experience platform. Discover the benefits of a single platform for distribution and optimization, SLA adherence across all engagement channels, flexibility for cloud, on-premises, or hybrid environments, and more.
Posted: 13 Jan 2017 | Published: 13 Jan 2017

Genesys

Empowering Health
sponsored by Microsoft
EBOOK: Access this e-book to learn about 4 key health IT areas that support the evolution of healthcare, as well as how 5 health organizations are modernizing with cloud-first, mobile-first solutions.
Posted: 10 Jan 2017 | Published: 10 Jan 2017

Microsoft

Develop a Multichannel Strategy that Supports Customer Experience Management
sponsored by BoldChat - LogMeIn
EGUIDE: Providing a top class customer experience is the key to customer retention, yet, according to a Forrester survey, only 10% of companies plan to invest in multichannel support. This e-guide explains why a strong multichannel presence is a necessity and walks you through the steps to developing your own strategy.
Posted: 22 Dec 2016 | Published: 20 Dec 2016

BoldChat - LogMeIn

The Definitive Guide to Social Marketing
sponsored by Marketo
EBOOK: Examine the phenomenon of social media and how it's affecting marketing strategies, CRM, brand engagement, and more. Uncover helpful tips for leveraging social media as a key marketing tool, as well as explore concepts like how to choose the right social media platforms, social media advertising, and more.
Posted: 22 Dec 2016 | Published: 22 Dec 2016

Marketo

Jumpstart Your Account-Based Marketing
sponsored by Marketo
EBOOK: Account-based marketing (ABM) can be an effective approach for your business. But it's important that you lay the foundation for success. Learn important factors in building a successful ABM program and how you can achieve them, like: identifying high-yield target accounts, measuring campaign engagement to help set realistic sales goals, and more.
Posted: 22 Dec 2016 | Published: 31 Dec 2015

Marketo

How Supply Chain Partners can Enhance Analytics by Sharing Data
sponsored by Sage Software
EGUIDE: In this e-guide, we examine how sharing data between supply chain partners radically increases their chances of success when predicting customer demand. Find out how to boost data management from logistics to capacity planning, uncover tips for gathering supplemental data, and discover how CRM tools can improve supply chain management.
Posted: 16 Dec 2016 | Published: 14 Dec 2016

Sage Software

Is Online Video Chat the Path to a Personalized Customer Experience?
sponsored by BoldChat - LogMeIn
EGUIDE: In this expert e-guide, customer experience pro Scott Sachs, President of SJS Solutions LLC, examines the maturation of online video chat as an effective tool in contact centers. Discover tips for architecting personalized customer journeys, and learn how to address some of the challenges of video-based customer service.
Posted: 16 Dec 2016 | Published: 14 Dec 2016

BoldChat - LogMeIn

Reaching New Heights In Omnichannel Customer Service
sponsored by BoldChat - LogMeIn
EGUIDE: Today's customer service professionals need to be able to reach out on whatever platform the customer feels the most comfortable with. In this expert e-guide, discover some tips on how to manage successful omnichannel customer service, as well as strategies for employing data monitoring to handle potential problems directly.
Posted: 14 Dec 2016 | Published: 14 Dec 2016

BoldChat - LogMeIn

7 Steps for Delivering Next-Generation Digital Customer Service
sponsored by Genesys
WHITE PAPER: Explore 7 steps to meet your customers' needs by designing a cross-channel CRM experience that is personalized, context-based, and low effort. Learn the benefits of designing a consistent experience, personalizing that experience with contextual information, employing behavioral analytics, and more.
Posted: 09 Dec 2016 | Published: 09 Dec 2016

Genesys

Transforming Customer Experience In The Digital World
sponsored by Genesys
WHITE PAPER: Today, less than 50% of customers are satisfied when switching channels. Learn how to optimize the digital experience in the contact center with a consistent experience for customers.
Posted: 09 Dec 2016 | Published: 09 Dec 2016

Genesys

Provide Top Customer Experiences with Faster Customer Care
sponsored by Zendesk
WHITE PAPER: Constellation Research has compiled extensive research and in-depth interviews of businesses that have implemented agile customer care strategies. Discover what analysts have revealed to work for real organizations.
Posted: 07 Dec 2016 | Published: 07 Dec 2016

Zendesk

Macy's Directs Millennial Traffic with API-led Mobile Development
sponsored by TIBCO Software Inc.
CASE STUDY: This case study examines how iconic retailer Macy's optimized their mobile app to improve their customer experience. Find out how they increased market share and awareness by creating targeted mobile features for the millennial demographic with an API-led strategy.
Posted: 05 Dec 2016 | Published: 14 Sep 2016

TIBCO Software Inc.

APIs and Mobile: Creating an Integrated Physical-Digital Consumer Experience
sponsored by TIBCO Software Inc.
WHITE PAPER: Learn how retailers are leveraging APIs to improve mobile strategies and enhance consumer engagement. Discover how APIs make your digital assets consumable in any sort of app across a variety of platforms, allowing you to improve customer experiences without sacrificing security for sensitive data.
Posted: 02 Dec 2016 | Published: 03 Oct 2016

TIBCO Software Inc.

Effective Mobile Customer Engagement Report 2016
sponsored by BoldChat - LogMeIn
WHITE PAPER: 85% of consumers are unlikely to do repeat business with a brand following a bad mobile experience. Access this report to learn why you need to treat your mobile experience as more than an extension of your current customer engagement strategy and how to effectively manage your mobile engagement.
Posted: 21 Nov 2016 | Published: 21 Nov 2016

BoldChat - LogMeIn

5 Ways To Improve Your Customer Experience This Holiday Season
sponsored by BoldChat - LogMeIn
EBOOK: Online shoppers have high expectations, and 82% of consumers have stopped doing business with a brand after just one bad experience. Access this e-book to gain 5 tips on bolstering your customer engagement strategy during this year's holiday season.
Posted: 17 Nov 2016 | Published: 17 Nov 2016

BoldChat - LogMeIn

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

CRM Trends 2016: ASEAN
sponsored by ComputerWeekly.com
EGUIDE: There's no doubt the future of customer relationship management (CRM) lies in the cloud. This e-guide takes you inside some the organisations in South-East Asia and the rest of APAC who are turning to the cloud to improve their customer service and engagement.
Posted: 14 Nov 2016 | Published: 15 Nov 2016

ComputerWeekly.com

Full-Featured Mobile CRM at your Fingertips
sponsored by Infor
WHITE PAPER: Mobile CRM tools should help put detailed customer information at your fingertips and enable you to perform key actions quickly. Discover features and functions that make these goals a reality when you access key customer information from your mobile device.
Posted: 04 Nov 2016 | Published: 04 Nov 2016

Infor

How Manufacturers Can Use Value Selling to Deliver Great Experiences at Every Touch Point
sponsored by Infor
WHITE PAPER: Learn how manufacturers are developing long-term customer relationships while providing great service to existing customers. Also discover the role of CRM software in value-selling, delivering a consistent experience, and using customer data to build better insight.
Posted: 04 Nov 2016 | Published: 04 Nov 2016

Infor

It's a Mobile World: Is Your Sales Team Equipped For Success?
sponsored by Infor
RESOURCE: 74% of sales organizations have already enabled mobile CRM access. Does your organization fit into that majority, or is it at risk for falling behind? Learn about the state of mobility today and the importance of mobile CRM access for your sales team.
Posted: 03 Nov 2016 | Published: 03 Nov 2016

Infor

RBC Implements Virtual Agents to Improve Online Customer Experiences
sponsored by [24]7
CASE STUDY: RBC, a large financial services institution, wanted to improve customer relations while reducing the number of calls coming into its contact centers. Access this case study to learn how they implemented virtual agents across their banking, direct investing, and insurance websites to enhance the customer experience and improve their bottom line.
Posted: 24 Oct 2016 | Published: 24 Oct 2016

[24]7

Top CRM Lead Management Providers: An Analyst Report
sponsored by Marketo
RESEARCH CONTENT: This Magic Quadrant report by Gartner evaluates 17 CRM lead management providers to help IT leaders make the right choice for their company, in collaboration with marketing, sales, and digital commerce leaders. Uncover an extensive comparison of CRM products and learn who the top performers were in customer experience, innovation, and more.
Posted: 24 Oct 2016 | Published: 06 Sep 2016

Marketo

5 Must-Have Features in a Marketing Automation Platform
sponsored by Marketo
EGUIDE: Read this comprehensive list of features you should look for before choosing a marketing automation platform. See this breakdown of five key automation areas, with specific clusters of features outlined.
Posted: 29 Dec 2016 | Published: 23 Dec 2016

Marketo

Search-Driven BI for a Customer-Centric Business World
sponsored by CA Technologies
EGUIDE: In this expert e-guide, we explore how to tackle the challenges of implementing self-service and leveraging big data for advanced analytics. Inside, learn about a search-driven BI approach that enables faster, more data-driven decision-making with smart, highly automated and easy-to-use analytics tools.
Posted: 28 Nov 2016 | Published: 21 Nov 2016

CA Technologies
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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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