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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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Putting Customer Service First
sponsored by ServiceNow
WHITE PAPER: Customer service is difficult to master, but this survey report offers insights from customer service leaders. Inside you will learn about common practices among these leaders and see how you can apply them within your organization.
Posted: 26 Sep 2016 | Published: 31 Aug 2016

ServiceNow

A Quick Guide To Modernizing Customer Service
sponsored by ServiceNow
WHITE PAPER: Many companies are struggling to increase customer loyalty because adopting a CRM tool to passively track issues is just the tip of the customer service iceberg. Explore a holistic approach that brings together people, workflows, and systems to deliver a superior customer experience.
Posted: 26 Sep 2016 | Published: 31 Aug 2016

ServiceNow

The CMO Perspective: Global C-suite Study
sponsored by IBM
EBOOK: In this research study, drawing from the responses of 5,247 C-suite executives, you'll learn what techniques a multitude of enterprises have found promising for honing their competitive edge in customer experience management such as experimenting with collaborative business models, increasing one-on-one customer communication and more.
Posted: 21 Sep 2016 | Published: 29 Jan 2016

IBM

How to Provide Global Support for Customer Service
sponsored by Zendesk
WHITE PAPER: The "follow-the-sun" support model was created to satisfy customers, regardless of time or location. This white paper explores this model and the different ways that it can be achieved. Discover how to deliver anytime, anywhere service and get global, fast with support team best practices – regardless of the size of your company.
Posted: 21 Sep 2016 | Published: 21 Sep 2016

Zendesk

Your Guide to Getting Omnichannel Customer Service Right
sponsored by Zendesk
WHITE PAPER: A comprehensive view of your customers' transactions and behaviors can help you answer their questions, and maximize personalization through multiple channels. Access this resource for insight into omnichannel service strategies and imperatives.
Posted: 20 Sep 2016 | Published: 20 Sep 2016

Zendesk

4 Ways to Drive Service Innovation with the Internet of Things
sponsored by IBM
WHITE PAPER: Explore how organizations across multiple industries are using real-time insights to deliver better services to clients with an IoT approach to data collection and use. Uncover 4 ways to improve services with IoT and get real-world examples of how organizations from around the world are already using analytics to unlock the power of IoT data.
Posted: 19 Sep 2016 | Published: 31 Dec 2014

IBM

Forbes Insights: Using Big Data to Elevate the Customer Experience
sponsored by SAS
EBOOK: This resource explains how you can implement big data analytics to improve your customer's experience. You'll learn how best to tackle data integration challenges and how to share information with customers in an effective manner.
Posted: 09 Sep 2016 | Published: 09 Sep 2016

SAS

Redefining Brand Performance for the 21st-Century
sponsored by SAS
WHITE PAPER: This white paper explains how to most effectively gain insights into your brand's performance through a connected view of customer experience,competencies, commitment and customer insight. Gain ideas on how you can project a strong brand image focused on building your profit.
Posted: 09 Sep 2016 | Published: 09 Sep 2016

SAS

Analytics and the Customer Journey: 7 Best Practices for Delivering a Better Customer Experience
sponsored by SAS
WHITE PAPER: This white paper explores how you can identify the critical factors that detract from a customer experience as well as decide how to rebuild positive experiences by mapping the customer journey. Uncover the 7 best practices for delivering a better customer experience and get helpful advice on data management, metrics, and more.
Posted: 09 Sep 2016 | Published: 09 Sep 2016

SAS

Five Ways CRM Tools Improve Constituent Relationships
sponsored by Infor
WHITE PAPER: When it comes to customer relationships, engagement equals empowerment. Access this white paper to explore five ways CRM tools can help you improve the relationship you have with your customers.
Posted: 08 Sep 2016 | Published: 31 Dec 2015

Infor

Mastering Digital Transformation with CRM
sponsored by bpm'online
EBOOK: 77% of businesses have digital transformation as their top priority. Digital transformation is seen as the ultimate challenge as it affects every aspect of the business. Access this e-book to learn how to achieve transformational agility with CRM technology to keep pace with an ever-changing market.
Posted: 01 Sep 2016 | Published: 01 Sep 2016

bpm'online

Customer Experience Analytics: Delivering More Personalized Customer Service
sponsored by zendesk (bime by)
EGUIDE: In this e-guide, explore several customer experience initiatives to help you discern which tactics have the staying power it takes to make a positive impact on your company's ability to integrate analytics into its CRM systems. Find out how to derive actionable insights that can help you create a more personalized customer experience.
Posted: 01 Sep 2016 | Published: 31 Aug 2016

zendesk (bime by)

Maximize the Potential of Your CRM Technology & Stay Ahead of the Masses
sponsored by Microsoft
PRESENTATION: The modern successful business stays ahead of the rest by making technology a business advantage and using CRM technology to differentiate themselves from the masses. Access this resource to learn why your clients need CRM to uncover insightful customer data and trends they would otherwise miss, 3 ways CRM online can drive efficiency, and more.
Posted: 01 Sep 2016 | Published: 01 Sep 2016

Microsoft

Improving the Patient Experience: Portal Adoption Strategies that Work
sponsored by Medfusion
WHITE PAPER: A patient portal is of little value if patients aren't signing up. Access this exclusive resource to leverage 15 proven strategies to develop your portal adoption action plan. Additionally, view an essential checklist as you formulate your strategies.
Posted: 01 Sep 2016 | Published: 01 Sep 2016

Medfusion

CRM Survival Guide
sponsored by bpm'online
EGUIDE: As with anything, it is important to start off your CRM initiative on the right foot. The only way to do that is by understanding everything this technology has to offer. From common features to the latest trends, this comprehensive guide breaks down everything you need in order to get started with CRM.
Posted: 31 Aug 2016 | Published: 29 Aug 2016

bpm'online

How to Determine the Best CRM Software for Your Organization
sponsored by bpm'online
EGUIDE: It's no secret that CRM enables you to better serve your customers, thus boosting retention rates. However, you need to ensure that the CRM tool you invest in is the best fit for your organization. In this expert guide, compare features and functionalities of 11 leading market vendors, and receive an overview of the latest CRM trends.
Posted: 30 Aug 2016 | Published: 29 Aug 2016

bpm'online

Key Tips to Smarter Sales with Intelligent Sales Force Automation Tools
sponsored by bpm'online
EBOOK: A sales rep's value no longer lies in providing information, but whether they can provide meaningful, relevant interactions with buyers. Access this ebook for 3 best practices to maximize your sales reps' efficiency and shifting their focus on the customer by adding intelligence to lead qualification and forecasting processes.
Posted: 29 Aug 2016 | Published: 29 Aug 2016

bpm'online

A Better Way to Know Your Customers and Grow Your Business
sponsored by Microsoft
BROCHURE: Small and midsize businesses (SMBs) that make technology a business advantage outshine competitors, growing revenue 15% faster every year. Discover 4 ways that using CRM technology as a differentiator can make you stand out to your customers, and will help you grow your business.
Posted: 29 Aug 2016 | Published: 31 Dec 2015

Microsoft

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

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
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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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