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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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Strategic Planning Tools for Contact Centers
sponsored by Genesys
WHITE PAPER: This white paper explores how to leverage contact center strategic planning tools to predict performance more accurately and provide comprehensive what-if analysis capabilities. Discover how to get key answers to tough operational questions so that you can react to change faster and with more agility.
Posted: 22 Feb 2017 | Published: 22 Feb 2017

Genesys

When Every Touchpoint is a Transaction: How Retail Brands Can Adapt to the New Customer Journey
sponsored by Salesforce.com
WHITE PAPER: This report discusses trends and best practices for engaging and selling to customers on the channel of their choice. Learn what leading tech brands, such as Pinterest, are doing to reach fast-growing social media and mobile users.
Posted: 22 Feb 2017 | Published: 22 Feb 2017

Salesforce.com

The Roadmap to a Better Mobile Customer Experience
sponsored by BoldChat - LogMeIn
RESOURCE: This resource explores 7 strategies for delivering smart, seamless mobile customer experiences to boost engagement and customer loyalty. Learn why you should make "Contact Us" a primary navigation item, offer mobile-friendly live chat or in-app chat, and 5 other tips.
Posted: 21 Feb 2017 | Published: 21 Feb 2017

BoldChat - LogMeIn

Three Things You Should Know About Patient Self-Scheduling
sponsored by Medfusion
WHITE PAPER: Patient self-scheduling is the latest solution that patients are looking for, and it can help boost revenue for your practice as well. Access this white paper to learn how the right self-scheduling solution can boost efficiency, patient experience, and save you money.
Posted: 20 Feb 2017 | Published: 20 Feb 2017

Medfusion

Playbook to Activating Customer Engagement
sponsored by BoldChat - LogMeIn
WHITE PAPER: This white paper explores 7 methods for taking your customer engagement strategy to the next level. Uncover tips on how to think beyond automated telephony, make it easy and fast for customer to access live agents, find a trusted partner to ensure great customer service, and 4 more.
Posted: 20 Feb 2017 | Published: 20 Feb 2017

BoldChat - LogMeIn

Report: Understanding The New Customer Landscape in Retail
sponsored by Salesforce.com
RESEARCH CONTENT: With seemingly unlimited access and knowledge, consumers control the terms of retailer engagement. Retailers need to effectively extend their brand experience to reach customers wherever they may be. This report explores the trends, attitudes and technologies shaping the customer landscape, and a 6-part roadmap to help you achieve CEM success.
Posted: 16 Feb 2017 | Published: 16 Feb 2017

Salesforce.com

Technology and the CMO in the Digital Era: Webcast
sponsored by IBM
WEBCAST: Companies that make customer experience a priority in this environment will emerge on top. Learn what CMOs are doing to be successful with this fundamental change.
Posted: 13 Feb 2017 | Premiered: Feb 13, 2017

IBM

Transforming the Customer Experience
sponsored by IBM
WHITE PAPER: 82% of CMOs report feeling unprepared for the digital shift in the customer lifecycle, but delivering a 5-star experience is still possible. Learn what you can do to improve the omnichannel customer experience in this white paper.
Posted: 10 Feb 2017 | Published: 10 Feb 2017

IBM

How to Leverage Data to Acquire and Retain Customers
sponsored by HPE and IntelĀ®
WHITE PAPER: This white paper explores the impact of data analytics and integration on CRM strategies for SMBs. Read on to learn about different strategies for opening up data access and aligning business-led sales initiatives with IT-dependent data management in order to create and leverage key customer insights.
Posted: 10 Feb 2017 | Published: 31 Dec 2015

HPE and IntelĀ®

Top 5 Salesforce Integration Patterns and Best Practices
sponsored by MuleSoft
WHITE PAPER: This white paper explores how to leverage an integration platform to seamlessly incorporate your deployment of Salesforce. Uncover the 5 most common integration patterns, including data migration, aggregation, bi-directional synchronization, and 2 more.
Posted: 09 Feb 2017 | Published: 31 Dec 2014

MuleSoft

The CMO in the Digital Era: Key Lessons for Companies Focused on the Customer Agenda
sponsored by IBM
WHITE PAPER: Companies that make customer experience a priority in this environment will emerge on top. Learn what CMOs are doing to be successful with this fundamental change.
Posted: 09 Feb 2017 | Published: 09 Feb 2017

IBM

Overcome Limitations to Unlocking Customer Insights
sponsored by TechTarget
RESOURCE: Our e-guide, Unlock Customer Insight: The Role of Analytics, explores why unlocking customer insight from analytics can be so difficult and offers strategies to overcome limitations. Learn from TripAdvisor, Life Time Fitness, and others on unlocking and using data insights to improve the health of marketing and customer service initiatives.
Posted: 07 Feb 2017 | Published: 18 Apr 2014

TechTarget

The 'Connected' Associate: Technology Empowers Your Workforce And Fast-Tracks Your Omnichannel Sales
sponsored by SOTI Inc.
WHITE PAPER: When looking towards the future of retail, enabling IoT connectivity should be on the top of your list. Learn how your retail business can improve customer experience with employees empowered by IoT, otherwise known as "connected associates."
Posted: 31 Jan 2017 | Published: 31 Jan 2017

SOTI Inc.

Luisa Via Roma Pairs Data and Design in Style with Analytics and APM
sponsored by New Relic
CASE STUDY: Explore how Luisa Via Roma, an Italian design house, leveraged a software analytics cloud platform to generate key insights into how their diverse array of customers interacted with their website. Discover how they improved the customer experience as well as how they achieved continuous delivery, improved frontend performance monitoring, and more.
Posted: 27 Jan 2017 | Published: 04 Aug 2016

New Relic

Deliver Better Digital Customer Experiences with Software Analytics
sponsored by New Relic
EBOOK: To drive down into the digital customer experience, explore the use of an analytics platform that delivers end-to-end visibility into the performance of your website and apps, and the experiences they deliver. Discover how to approach customer experience management like a team sport and uncover a 4 step method for improving customer experiences.
Posted: 25 Jan 2017 | Published: 31 Oct 2016

New Relic

5 Capabilities to Look For in a Customer Experience Platform
sponsored by Genesys
EBOOK: In this e-book, 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

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
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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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