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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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Removing the Barriers to Automating Quality Assurance
sponsored by NICE Systems, Inc
WHITE PAPER: Explore 4 barriers to true quality management automation in contact centers and how to overcome them. Discover how to get the most out of your quality management processes and data by paving the way for the automation.
Posted: 18 Aug 2017 | Published: 18 Aug 2017

NICE Systems, Inc

Harness the Power of the Cloud to Engage Your Customers, Employees and Business
sponsored by NICE Systems, Inc
WHITE PAPER: Discover how to use a cloud-based workforce management (WFM) platform to simplify, automate, and scale your contact center's WFM infrastructure and operations.
Posted: 17 Aug 2017 | Published: 17 Aug 2017

NICE Systems, Inc

The State of Contact Center Workforce Management
sponsored by NICE Systems, Inc
RESEARCH CONTENT: This ICMI research report examines the role played by workforce management (WFM) in making sure contact centers have the right people with the right skills and resources in place to deliver quality customer service. Uncover the report's key findings and learn how to apply WFM best practices to contact centers.
Posted: 17 Aug 2017 | Published: 17 Aug 2017

NICE Systems, Inc

Top 5 Sales Processes: Spend Your Time Following Leads, Not Paperwork
sponsored by Nintex
WHITE PAPER: Discover how to adopt effective business process automation and reduce the number of tedious, paper-based tasks for sales teams. Uncover the top 5 sales processes that contribute to busy work and learn how to improve sales proposals, contract management and renewal, and more.
Posted: 14 Aug 2017 | Published: 14 Aug 2017

Nintex

Customer Relationship Management 101
sponsored by Salesforce
EBOOK: In this e-book, explore CRM and discover 5 ways it helps you grow your business, 7 unmistakable signs that you need CRM, how Salesforce can help shape your CRM strategy, and more.
Posted: 11 Aug 2017 | Published: 11 Aug 2017

Salesforce

The New Rules For Skills-Based Routing to Improve Your Customer Experience
sponsored by Mitel Networks Limited
VIDEO: Skills-based routing has been around for a long time, but now it has evolved to the point where it has become a key differentiator for contact centers looking to enhance their customer experiences. Learn how to redefine skills-based routing to filter interactions with customers via calls, email, web chat, and SMS.
Posted: 10 Aug 2017 | Premiered: 27 Jul 2017

Mitel Networks Limited

CRM and Digital Opportunities for Today's SMBs
sponsored by Salesforce
WHITE PAPER: This report, commissioned by Salesforce, aims to identify potential areas SMBs can improve when it comes to using CRM and digital technology. Learn how to create more targeted, personalized marketing strategies, orchestrate multichannel strategies, assess the potential financial benefits of CRM, and more.
Posted: 10 Aug 2017 | Published: 10 Aug 2017

Salesforce

Design a Delightful Customer Experience with Guided Selling
sponsored by Infor
WHITE PAPER: Guided selling helps not only reduce friction in your own sales team but build familiarity with your customers. Learn 7 principles to enable this mode of selling in your organization.
Posted: 01 Aug 2017 | Published: 01 Aug 2017

Infor

How to Boost Sales Team Productivity
sponsored by Infor
WHITE PAPER: Not taking advantage of CRM initiatives could mean your sales department isn't living up to its potential. Inside, you'll learn 5 ways CRM can help boost their productivity and effectiveness.
Posted: 01 Aug 2017 | Published: 01 Aug 2017

Infor

5 Ways to Ensure a Consistent Customer Experience
sponsored by Infor
WHITE PAPER: Customers are constantly inundated with marketing messages across every channel, so to rise above the noise you'll need abundant customer data, excellent marketing technology, and savvy message alignment. Uncover 5 ways to ensure that your brand delivers a consistent, tailored customer experience.
Posted: 31 Jul 2017 | Published: 31 Jul 2017

Infor

The Total Economic Impact of Using Zendesk for CRM
sponsored by Zendesk
RESEARCH CONTENT: In this research report by Forrester Consulting, learn about the potential ROI and total economic impact that your organization may realize by implementing Zendesk's customer support tools to improve the handling of customer interactions.
Posted: 18 Jul 2017 | Published: 01 Dec 2016

Zendesk

How Teams Can Simplify Collaboration to Increase Productivity
sponsored by Salesforce.com
EBOOK: Explore how to update inefficient collaboration for the faster-paced, modern workplace. Learn how to take teams out of their siloes and close productivity gaps with a unified, cloud-based platform that consolidates collaboration and CRM tools for both desktop and mobile.
Posted: 26 Jun 2017 | Published: 26 Jun 2017

Salesforce.com

Omnichannel Strategies and APIs: Redefine Your Customer Relationships
sponsored by MuleSoft
WHITE PAPER: New channels and new ways of interacting with customers emerge rapidly – meaning that creating omnichannel strategies is a key to future-proofing your business, not just a differentiator for the here and now. Explore how an API-led approach helps you deliver successful omnichannel customer experiences.
Posted: 19 Jun 2017 | Published: 19 Jun 2017

MuleSoft

The Public Sector Guide to Social Media Strategy and Policy
sponsored by Smarsh
RESOURCE: This guide outlines some practical steps you can take to develop a social media strategy and policy to help gain the maximum value from your online efforts.
Posted: 15 Jun 2017 | Published: 15 Jun 2017

Smarsh

Datasheet: SAP Hybris Commerce Cloud
sponsored by SAP Hybris
WHITE PAPER: Learn how SAP Hybris Commerce Cloud can help your business become omnichannel, deliver contextual customer experiences, and unify customer processes.
Posted: 12 Jun 2017 | Published: 12 Jun 2017

SAP Hybris

Digital Trends Reshaping the Buying Experience
sponsored by SAP Hybris
WHITE PAPER: Forrester has found that 75% of B2B buyers prefer to self-educate rather than speak to a sales representative. Uncover more stats, trends, and technologies reshaping the buying experience and what you can do to leverage new tools.
Posted: 12 Jun 2017 | Published: 12 Jun 2017

SAP Hybris

CRM Suites For Midsize Organizations
sponsored by SAP Hybris
WHITE PAPER: Large CRM vendors increasingly offer broader and deeper capabilities that increase their complexity. Still, some vendors are delivering modern interfaces and mobile-first strategies that address specific business problems. Which tools truly work in an enterprise setting? Learn how Forrester has rated 11 CRM vendors.
Posted: 12 Jun 2017 | Published: 21 Nov 2016

SAP Hybris

Creating a Connected Customer Experience: Best Practices & Industry Analysis Report
sponsored by MuleSoft
RESEARCH CONTENT: Customer experience is more important than ever. Increasing numbers of businesses see customer experience as the key battleground, where fortunes can be made or lost. In this research report, discover a number of best practices and barriers to consider when connecting your customer experience to deliver a seamless experience.
Posted: 09 Jun 2017 | Published: 09 Jun 2017

MuleSoft

Vendor Analysis for Multichannel Customer Engagement Tools
sponsored by SAP Hybris
WHITE PAPER: Forrester has assessed 22 vendors that offer machine learning, personalization, and ad tech features designed to help marketers interact with their audience. Uncover which 5 capabilities companies should look for to make the decision-making process smoother.
Posted: 08 Jun 2017 | Published: 08 Jun 2017

SAP Hybris

11 Hot E-Commerce Vendors And How They Stack Up
sponsored by SAP Hybris
WHITE PAPER: In this Forrester Research report, learn why firms are investing in e-commerce technology that supports full spectrum selling, personalized digital customer experiences, data-driven merchant tools, and more.
Posted: 06 Jun 2017 | Published: 24 Mar 2017

SAP Hybris

Critical Capabilities for E-Commerce Platforms
sponsored by SAP Hybris
WHITE PAPER: 30% of e-commerce sites will integrate technology from more than 15 vendors to deliver a digital experience by 2018. Learn which capabilities are critical for B2C and B2B organizations delivering a personalized customer experience across channels.
Posted: 06 Jun 2017 | Published: 06 Jun 2017

SAP Hybris

Take Customer Engagement to New Heights
sponsored by Salesforce
EBOOK: In this e-book, learn how CareFirst BlueCross BlueShield and American Addiction Centers are taking the patient experience to the next level and transforming healthcare service.
Posted: 01 Jun 2017 | Published: 01 Jun 2017

Salesforce

The Age of the Patient: How CRM Guides Providers in this New Era of Healthcare
sponsored by Salesforce
WHITE PAPER: The shift toward value-based reimbursement and advances in CRM technology has created an opportunity to transform the patient experience. In this e-book, uncover how you can engage your patients and maintain relationships to improve satisfaction in this "Age of the Patient."
Posted: 01 Jun 2017 | Published: 01 Jun 2017

Salesforce

CEM Trends in Government and the Public Sector: Serving a New Generation of Citizens
sponsored by SAP Hybris
RESEARCH CONTENT: Explore the results of an Aberdeen Group survey that polled 162 organizations regarding trends and best practices for customer experience management (CEM), social media and CRM, and BI, with a specific focus on government and the public sector.
Posted: 01 Jun 2017 | Published: 01 Jun 2017

SAP Hybris

Reasons Why Executives Choose SAP Hybris Commerce Cloud
sponsored by SAP Hybris
WHITE PAPER: Find out why more executives at both small and large organizations are choosing SAP Hybris Commerce Cloud for their private cloud-based, integrated commerce, CRM, and content management strategies.
Posted: 01 Jun 2017 | Published: 01 Jun 2017

SAP Hybris
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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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