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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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The Promise of Digital Transformation in Leading Institutions
sponsored by Avaya
EBRIEF: In this IDC info brief, learn how digital transformation is changing the way Enterprises in Asia Pacific do business, as well as the 2 big benefits of digital transformation, how new ecosystems and partnerships will drive said transformation forward, and more.
Posted: 21 Apr 2017 | Published: 21 Apr 2017

Avaya

How to Grow Your Business With Proactive Support
sponsored by Zendesk
WHITE PAPER: It's time to ask: How do we get more value from Live Chat? In this whitepaper, learn how to take your customer support to the next level and shift from reactive to proactive support by implementing strategies like real-time monitoring and data analysis.
Posted: 21 Apr 2017 | Published: 21 Apr 2017

Zendesk

Getting to Why in Omnichannel Marketing Attribution
sponsored by SAS
WHITE PAPER: For successful marketing attribution, your digital communications channels must be properly quantified, allocated, analyzed and optimized to realize your business goals. But there are 3 main barriers: Missing data, uncertain data, and big data. Learn how to get around these challenges and develop your attribution strategy.
Posted: 20 Apr 2017 | Published: 20 Apr 2017

SAS

Customer Experience Leader DirecTV Modernizes to Maintain Their Lead
sponsored by Capriza
CASE STUDY: In this concise case study, learn how DirecTV decided on a mobile app that streamlined processes by enabling real time box activation.
Posted: 20 Apr 2017 | Published: 30 Dec 2016

Capriza

In Good Company: The Value of Conscious Consumers
sponsored by Zendesk
WHITE PAPER: Consumers are willing to pay 5% or 10% more to purchase from community-responsible companies over others. Access this white paper to learn how to establish a relationship with these consumers and improve your top line.
Posted: 20 Apr 2017 | Published: 20 Apr 2017

Zendesk

Redefine Your Business Communications for Digital Transformation
sponsored by Avaya
WHITE PAPER: Explore the current trends shaping modern businesses like customer-centric experiences, heightened collaboration, and cloud computing and find out why it's time for organizations to start thinking about adapting their communications for the age of digital transformation.
Posted: 20 Apr 2017 | Published: 31 Dec 2016

Avaya

From Cost Center to Profit Center: The Potential ROI of Zendesk
sponsored by Zendesk
WEBCAST: In this 30 minute webinar, Forrester Senior Analyst, Ian Jacobs, discusses The Total Economic Impact of Zendesk, a study conducted by Forrester Consulting that examines the costs and benefits of Zendesk to reveal its ROI over a three year period.
Posted: 19 Apr 2017 | Premiered: Jan 31, 2017

Zendesk

The Multichannel Customer Care Report
sponsored by Zendesk
RESEARCH CONTENT: Today's customer wants the personalized experience of human communication but expects the speed and ease of automated services – thereby creating a paradoxical conundrum for businesses. Uncover the key findings of this 2017 customer care report to learn about multichannel strategies for meeting rising expectations.
Posted: 19 Apr 2017 | Published: 19 Apr 2017

Zendesk

4 Top Trends That Are Driving Sales This Year
sponsored by Conga
WHITE PAPER: As we all know, the primary directive in sales is "sell more, sell faster." But the question is; how? Discover the 4 top trends used by innovative companies this year that drive sales.
Posted: 18 Apr 2017 | Published: 18 Apr 2017

Conga

The Value of E-mail Deliverability in Customer Communications Management
sponsored by OpenText
WHITE PAPER: Non-delivery of transactional communications can be devastating to your bottom line. In this InfoTrends whitepaper, learn more about OpenText and SparkPost's customer communications management (CCM) solution – as well as a closer look at transactional email practices.
Posted: 14 Apr 2017 | Published: 14 Apr 2017

OpenText

Customer Communications Management: Analysts Decide its Digital Benefits
sponsored by OpenText
WHITE PAPER: In this Forrester report, learn why enterprise architects – professionals who seek to align business and IT -- are using CCM to update their technologies to deliver unified and consistent content across multiple communication channels.
Posted: 13 Apr 2017 | Published: 15 Jun 2016

OpenText

10 Hidden Costs of Quoting with Spreadsheets
sponsored by TechData - Connectwise
WHITE PAPER: This white paper exposes 10 hidden costs of calculating quotes for sales proposals with spreadsheets. Discover how a platform purpose-built for quote automation averts the frustrating, time consuming, and costly tasks associated with tailoring spreadsheets to quoting and empowers your sales teams.
Posted: 13 Apr 2017 | Published: 13 Apr 2017

TechData - Connectwise

Workforce Transformation Maturity Assessment for Your Organization
sponsored by Dell EMC and Microsoft
RESOURCE: Access a free workforce technology assessment tool, powered by Forrester Research, to find out how your company stacks up against others.
Posted: 05 Apr 2017 | Published: 31 Dec 2016

Dell EMC and Microsoft

Transforming Workforce Technology is the Key to Improving Customer Experience
sponsored by Dell EMC and Microsoft
RESEARCH CONTENT: This Forrester Research report explains how employee experience, customer experience, and revenue growth are inextricably linked. Discover ways to leverage employee-facing technologies to improve customer experiences.
Posted: 05 Apr 2017 | Published: 30 Sep 2016

Dell EMC and Microsoft

Workforce Transformation Strategy: A Spotlight on Australia and New Zealand
sponsored by Dell EMC and Microsoft
RESEARCH CONTENT: For Australia and New Zealand, 2 of the most developed regions in the Asia-Pacific market, their focus this year is largely on improving customer experience. Inside this Forrester report, learn some best practices for workforce transformation in these regions.
Posted: 05 Apr 2017 | Published: 31 Oct 2016

Dell EMC and Microsoft

Thinking Strategically About ABM
sponsored by TechTarget and Marketo
TRANSCRIPT: Industry leaders TechTarget and Marketo outline the most common challenges of Account-Based Marketing (ABM) strategies and a set of practical practices for 2017.
Posted: 29 Mar 2017 | Published: 29 Mar 2017

TechTarget and Marketo

Webcast: Thinking Strategically About ABM
sponsored by TechTarget and Marketo
WEBCAST: Industry leaders TechTarget and Marketo outline the most common challenges of Account-Based Marketing (ABM) strategies and a set of practical practices for 2017.
Posted: 29 Mar 2017 | Premiered: Mar 29, 2017

TechTarget and Marketo

Creating Personalized Experiences with Real-Time Insights for CEM
sponsored by OpenText
EGUIDE: Creating an engaging and unified multichannel customer experience is a top priority, but many companies find themselves scrambling to adapt. In this expert e-guide, discover how to generate key customer insights in real-time and learn about 4 ways to create personalized experiences.
Posted: 28 Mar 2017 | Published: 21 Mar 2017

OpenText

Predict Customer Behavior With the Power of Big Data
sponsored by [24]7
WHITE PAPER: How do you delve down into data to discern customer behavior patterns and discover what content will provide focused and personalized experiences? Explore how to leverage big data and predictive analytics to turn customer data into critical opportunities in order to enhance decision-making and architect a truly unique, positive customer journey.
Posted: 28 Mar 2017 | Published: 28 Mar 2017

[24]7

Enable Enterprise Content Management for Salesforce
sponsored by OpenText
WHITE PAPER: This paper explores how to derive optimal value from your content by bringing together ECM and your CRM systems. Discover how you can get a fuller, more insightful picture of your customers by powering Salesforce with ECM.
Posted: 24 Mar 2017 | Published: 31 Dec 2016

OpenText

10 New Rules of the Inbound Contact Center
sponsored by West Corporation
WHITE PAPER: This guide defines a variety of "new rules" for contact centers that take into account the evolving demands of cloud, web, and mobile-enabled customers. Learn how to keep up with the rise of the multichannel, customer-centric model of business and uncover 10 rules for modern contact centers.
Posted: 23 Mar 2017 | Published: 23 Mar 2017

West Corporation

Master the Art of Influencer Marketing
sponsored by Sysomos
EGUIDE: Because of the excess of choices available to consumers today, many rely on already-informed opinions in order to make their choices. These customers, called influencers, hold the key to gaining a following of customers. Learn about how to successfully incorporate influencer marketing in your organization.
Posted: 22 Mar 2017 | Published: 22 Mar 2017

Sysomos

Best Practices for Utilizing Social Insights to Plan and Measure Campaigns
sponsored by Sysomos
EBOOK: A successful social marketing campaign hinges on the reaction of its target audience. Failing to use data from today's social media landscape is a missed opportunity. Discover crucial steps and processes for developing marketing campaigns that have social media data at their core. Plus, learn best practices for utilizing social data.
Posted: 22 Mar 2017 | Published: 22 Mar 2017

Sysomos

Move Over, Account-Based Marketing: Job-Based Marketing is Here
sponsored by OpenText
WHITE PAPER: An account-based marketing (ABM) strategy allows marketers to better target their messaging. But does it fall short in tailoring marketing campaigns down to the level of each shareholder, within the target account? Can job-based marketing (JBM) strategies do what ABM can't? This Aberdeen Group report compares ABM and JBM. Explore both strategies.
Posted: 22 Mar 2017 | Published: 24 Feb 2017

OpenText

5 Ways Every Sales Rep Can Accelerate Success with Analytics
sponsored by Salesforce.com
WHITE PAPER: This Salesforce research report explores what to look for in an analytics tool and how to put real-time, critical insights in hands of not only executives but their employees as well. Discover how to unlock the information within your customer data to ensure better decision-making, identify best practices, and align your CRM and BI.
Posted: 27 Mar 2017 | Published: 31 Dec 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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