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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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CRM Buyer's Guide: Take the Guesswork out of your CRM Purchase
sponsored by BPM'Online
EBOOK: 55% of companies say that the success of their CRM initiative lies in defining the right set of requirements. Well, what exactly are those requirements? This buyer's guide helps to lay out your CRM decision-making roadmap, pointing out the key considerations while providing dos and don'ts as well as pro-tips.
Posted: 26 Aug 2016 | Published: 26 Aug 2016

BPM'Online

How an Entertainment Company Improved Marketing with Advanced Analytics
sponsored by Intel Corporation
VIDEO: This brief video explores how Caesars Entertainment, a large and geographically diverse casino company, handled the influx of large unstructured data types. Find out how they updated their analytics strategy to adapt to changing customer needs, create stronger marketing campaigns, and improve overall customer experiences.
Posted: 26 Aug 2016 | Premiered: 26 Aug 2016

Intel Corporation

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

Creating Interactive Communication Environments for Businesses and Education
sponsored by Techdata and Sharp
VIDEO: This brief video explores the use of one interactive communication technology to improve collaboration, enhance video conferencing, and add polish to presentations. Find out how to leverage intuitive, multi-touch technology that helps create responsive and engaging environments across all industries.
Posted: 24 Aug 2016 | Premiered: 18 Sep 2015

Techdata and Sharp

Caldwell University Leverages Interactive Communication Technology
sponsored by Techdata and Sharp
VIDEO: This brief video explores how students, faculty, and administrators at Caldwell University leveraged interactive display systems and professional boards to create immersive and responsive communication. Find out how you can increase engagement and enhance collaboration in learning, teaching, and business environments.
Posted: 23 Aug 2016 | Premiered: 15 Jul 2015

Techdata and Sharp

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

Infographic: Keeping Customers Happy
sponsored by NICE Systems, Inc
WHITE PAPER: Retaining existing customers is significantly more cost-efficient than marketing to new ones. Uncover best practices for realizing the benefits of retention from improved word-of-mouth to maximized ROI.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

NICE Systems, Inc

How to Overcome Customer Experience Challenges with Key Best Practices
sponsored by NICE Systems, Inc
WHITE PAPER: Organizations often state that one of the main reasons their customer experience initiatives don't lead to action is because they lack clear direction. Learn how to overcome common customer experience challenges by leveraging three key necessary actions.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

NICE Systems, Inc

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

How New Iterations of Analytics are Changing Business
sponsored by NICE Systems, Inc
WHITE PAPER: Companies are finding that agility and real-time decision-making are critical to satisfying customers. Discover ways advanced reporting tools can help determine customer behavior for better, more targeted customer experiences.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

NICE Systems, Inc

Make CRM stick Eight ways to increase CRM adoption in your organization
sponsored by Infor
WHITE PAPER: Are your employees actually utilizing your CRM solution or just checking the boxes to make it look good? Read this paper to learn the 8 ways you can increase CRM adoption across your organization to take full advantage of your CRM solution.
Posted: 18 Aug 2016 | Published: 18 Aug 2016

Infor

How to Build Marketplaces that Users Trust
sponsored by Twilio
WHITE PAPER: Unless you're connecting your consumers and products and services seamlessly, any attempt to attract, engage and retain them to transact on your marketplace will likely fail. With examples from Airbnb, Uber and a few others, dig into how you can establish trust with your customers via improving your communication strategies.
Posted: 16 Aug 2016 | Published: 16 Aug 2016

Twilio

The Key to Improving Customer Experience and Decreasing Disloyalty
sponsored by [24]7 Customer, Inc.
WHITE PAPER: Providing customers with a "delightful" experience has become a focus for business differentiation. It's garnered a lot of attention, but is it actually worthwhile? Discover the key to improving customer loyalty and 8 questions that are essential to decreasing disloyalty through reducing customer effort.
Posted: 10 Aug 2016 | Published: 10 Aug 2016

[24]7 Customer, Inc.

Putting Context at the Center of Sales Success
sponsored by SAP
WHITE PAPER: To gain a thorough understanding of the challenges facing sales departments, a team of vendors and sales directors have unearthed sales leaders' insights and views on several issues. Uncover key details on the tension between targets and costs, changes within the sales funnel, and more.
Posted: 10 Aug 2016 | Published: 27 Nov 2015

SAP

Overcoming Siebel Complexity to Achieve Agile and Continuous Deployments
sponsored by Automic
WEBCAST: This webcast explores how you can successfully and efficiently automate Siebel CRM deployments with one automation platform. Find out how this platform enables your business with service orchestration, release automation, and workload automation.
Posted: 09 Aug 2016 | Premiered: Aug 9, 2016

Automic

Release Automation and Continuous Delivery for Siebel CRM
sponsored by Automic
WHITE PAPER: This white paper explains how you can achieve release automation and continuous delivery with technology that supports Oracle's Siebel CRM. Find out how to deliver Siebel-specific upgrades with increased agility for a better all-around customer experience.
Posted: 09 Aug 2016 | Published: 31 Oct 2015

Automic

Cloud-based IT-as-a-Service: Providers, SLAs, and More
sponsored by Catchpoint Systems Inc.
WHITE PAPER: This white paper explores ITaaS providers, SLAs and more. Examine the keys to an ITaaS business, what reporting and analysis in the cloud can do to your business performance and revenue, and 5 reasons your SaaS business should monitor behind the firewall.
Posted: 08 Aug 2016 | Published: 08 Aug 2016

Catchpoint Systems Inc.

Honeywell Success Story: Performance Management with Real-Time Analytics
sponsored by Catchpoint Systems Inc.
CASE STUDY: This case study explores how Honeywell isolated poorly-performing components, ensured online content delivery, and guaranteed performance of individual internal apps and products using digital performance analytics.
Posted: 05 Aug 2016 | Published: 05 Aug 2016

Catchpoint Systems Inc.

Transform Work in the Cloud with Secure Content Management
sponsored by IBM
VIDEO: Countless hours can be wasted navigating content siloes when looking for the right files to share with customers. Watch this video to learn how you can quickly scan, classify, and tag documents to enhance the security of your content collaboration and improve customer relationships.
Posted: 27 Jul 2016 | Premiered: 21 Mar 2016

IBM

Secure, Scalable Content Collaboration
sponsored by IBM
VIDEO: This short video highlights how a CIO of a national leading bank improved critical steps of a loan application process to ensure sensitive customer information and documents are being handled in the best way. Gain ideas on how you can improve your content management processes to keep important information secure and help improve customer service.
Posted: 27 Jul 2016 | Premiered: 17 Mar 2016

IBM

Building a Business Portfolio to be Customer-Centric: 3 Considerations
sponsored by Infor
WHITE PAPER: Is your business positioned to meet the new customer expectations and demands, and add services to your business portfolio? Access this white paper now to learn how you can best take advantage of CRM technology to grow your business portfolio and understand your customers.
Posted: 25 Jul 2016 | Published: 25 Jul 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: 22 Jul 2016 | Published: 22 Jul 2016

Infor

Up-To-Date Integrated Business Platform: YouGov Achieves Significant Growth
sponsored by NetSuite
CASE STUDY: In this case study, learn how YouGov, an international market research firm, was able to leverage an integrated business software suite successfully, giving them the latest ERP features without losing customization. Access now to learn how you can achieve a complete view of your business too.
Posted: 19 Jul 2016 | Published: 19 Jul 2016

NetSuite

Service Cloud Brings Intuitive UI to Customer Service and Support
sponsored by Salesforce.com
EGUIDE: Call center agents need to be able to access customer account information, but historically they have struggled to do so. In this guide, explore how Service Cloud can help you streamline your agents' access to critical customer information, and how the platform's UI and Lightning development architecture play large roles in that.
Posted: 21 Jul 2016 | Published: 19 Jul 2016

Salesforce.com

Improving Customer Service with Knowledge Management Systems
sponsored by Salesforce.com
EGUIDE: Customer service is a battleground on which many companies fight to gain competitive edge. Access an exclusive Q&A with Larry Robinson, Senior VP of Product Management for the Service Cloud, and learn how to create solid customer experience and agent productivity using a knowledge management system.
Posted: 20 Jul 2016 | Published: 19 Jul 2016

Salesforce.com
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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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