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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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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 enterprise content management (ECM) and your CRM systems. Discover how to 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 – and it only gets better with job-based marketing. Access this report from Aberdeen Group to uncover a comparison between both types of marketing.
Posted: 22 Mar 2017 | Published: 24 Feb 2017

OpenText

10 Best Practices You Need To Build and Engage Your Community Through Social Media
sponsored by Sysomos
EBOOK: Engaging in social media isn't an option anymore. So if you're going to do it, you want to do it well. Discover these best practices in social media management and community engagement, so you can put your best foot forward and make connections online—something that adds incredible value to both your audiences and your company.
Posted: 21 Mar 2017 | Published: 21 Mar 2017

Sysomos

3 Predictions About The Future of Customer Experience
sponsored by Avaya
RESOURCE: It seems like only yesterday that the communications world was marveling at the benefits of integrating voice and data. Now, it's all about the multi-touch customer experience and mobility. Discover 3 predictions about how the future of customer experience may evolve.
Posted: 15 Mar 2017 | Published: 16 Oct 2016

Avaya

London Theatre Direct Presents APIs for Better Ticket Selling
sponsored by TIBCO Software Inc.
CASE STUDY: Learn how London Theatre Direct leveraged an API platform to make their system more user-friendly, creating real-time availability for ticketing, secure booking, and customer reviews. Discover how they turned open APIs into a key business differentiator that offers high-volume traffic, reliability, and better customer experiences.
Posted: 07 Mar 2017 | Published: 16 Feb 2017

TIBCO Software Inc.

Aberdeen Research Report: Managing The Customer Experience Across Multiple Channels
sponsored by OpenText
RESEARCH CONTENT: For many businesses, delivering consistent customer experiences across all channels remains a challenge. Inside this Aberdeen report, learn how aligning your business around the customer influences organizational success, and discover how top firms turn this challenge into a competitive advantage.
Posted: 06 Mar 2017 | Published: 01 Apr 2016

OpenText

How To Sell Your Compensation Plan To Your Sales Team
sponsored by Xactly
WEBCAST: After creating your compensation plan, you need to get your sales team sold on it – which is no easy feat. Typical plan launches include problems like a lack of standardization or ignoring diverse needs, which can make your sales team leary. Inside, learn best practices and tips to help motivate your sales teams on your new compensation plan.
Posted: 01 Mar 2017 | Premiered: Nov 9, 2016


Best Practices for Sales Compensation Planning
sponsored by Xactly
VIDEO: Sales compensation plans can have an enormous impact on growth – both in a good, or a bad, way. Your company needs to take a strategic approach when designing your plans. Learn how to prepare an effective sales compensation and incentives plan with the best practices inside.
Posted: 28 Feb 2017 | Premiered: 16 Jul 2016


Building a Winning Sales Management Strategy
sponsored by Xactly
EGUIDE: Companies that want to grow often focus on the wrong tactics in their sales management strategy. This can not only lead to missed opportunities, but also to a waning sales culture. In this expert e-guide, discover 4 myths about sales management strategy and 5 tactics that will help you strengthen your sales culture.
Posted: 27 Feb 2017 | Published: 27 Feb 2017


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

The 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 Intel®
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 Intel®

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

Customer Engagement: What You Need To Know About Chatbots
sponsored by [24]7
WHITE PAPER: Advances in artificial intelligence mean that chatbots can automate more interactions than were previously possible with older technology. But what do you really know about this new technology? In this white paper, discover the truth about chatbots beyond the hype, and learn how your company can benefit from using them.
Posted: 07 Feb 2017 | Published: 07 Feb 2017

[24]7

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.
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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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