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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
101 - 125 of 537 Matches Previous Page  |  Next Page
CSO Insights Webcast: Raising the Bar on Sales Attainment
sponsored by Microsoft
WEBCAST: In this webcast, Barry Trailer, co-founder of CSO Insights, discusses the role of relationships in the new world of today's buyer, and how these relations impact the ability of sellers to reach their goals.
Posted: 03 Mar 2016 | Premiered: Mar 3, 2016

Microsoft

Meet the Experts! Special Edition: Get a Handle on Your Sales Issues
sponsored by Microsoft
WEBCAST: In this webinar, Barry Trailer, Co-founder of CSO Insights research firm, will help address your top sales barriers. Discover several proven methods to capture new accounts and optimize lead generation.
Posted: 03 Mar 2016 | Premiered: Mar 3, 2016

Microsoft

3 Must-Haves to Improve Sales Performance
sponsored by Microsoft
WEBCAST: Are your sales processes and CRM strategies up to par? Discover the three must-have keys to optimize sales performance and drive revenue. Learn about the three levels of sales performance to see how your enterprise measures up.
Posted: 03 Mar 2016 | Premiered: Mar 3, 2016

Microsoft

Are You Customer-Centric? Why Manufacturers Are Adding Services
sponsored by Infor
WHITE PAPER: Make sure your company is positioned to meet the customer expectations and demands that will result from offering new services. Read on and learn ways to capture the data needed to truly understand what services add value for customers.
Posted: 26 Feb 2016 | Published: 26 Feb 2016

Infor

How to Set Up a Lead Nurturing Framework
sponsored by Microsoft
WHITE PAPER: This e-book shows you how you can set up a formal framework for lead nurturing campaigns, enabling more transparency between sales and marketing in all stages of the buying process.
Posted: 25 Feb 2016 | Published: 25 Feb 2016

Microsoft

How to Select a CRM Tool
sponsored by Microsoft
EGUIDE: This expert e-guide offers considerations for buying the right CRM tool. You'll also take a closer look into Microsoft Dynamics CRM 2015 for a breakdown of features and functions.
Posted: 24 Feb 2016 | Published: 17 Feb 2016

Microsoft

How to Set Up a Formal Sales Framework
sponsored by Microsoft
WHITE PAPER: Learn how you can put a formal sales framework in action to show marketing's impact on pipeline and revenue. Uncover how to track results across 5 lead stages: inquiry, marketing qualification, sales acceptance, sales qualification, and close.
Posted: 24 Feb 2016 | Published: 24 Feb 2016

Microsoft

How Social Business Builds A Better Customer Experience
sponsored by Infor
WHITE PAPER: Today's social media users know when you take their grievances seriously, versus when you're just telling them what they want to hear. Learn ways to show your audience that you take action when addressing their concerns and fixing problems.
Posted: 24 Feb 2016 | Published: 24 Feb 2016

Infor

Mobile CRM: Conquering the Data Integration Challenge
sponsored by Microsoft
EGUIDE: Without an effective way to integrate data from disparate systems, your mobile CRM can't help you optimize the customer experience. This expert guide explores how companies have overcome their data integration challenges to improve their mobile CRM.
Posted: 24 Feb 2016 | Published: 16 Feb 2016

Microsoft

The State of Customer Experience in Financial Services
sponsored by Infor
WHITE PAPER: This white paper explores the gap between intimate interactions at banking institutions and "always on" digital channels. Learn ways to close it with data and analytics, content management, social media marketing, and more.
Posted: 23 Feb 2016 | Published: 23 Feb 2016

Infor

How to Deliver Mobile and Multichannel Customer Service
sponsored by Microsoft
EGUIDE: This expert e-guide digs into mobile and multichannel CRM strategies that companies are leveraging to connect with customers better. You'll learn how a transit system provides real-time data on arrivals, departures, and delays for bus or train to riders' mobile devices, and much more.
Posted: 22 Feb 2016 | Published: 16 Feb 2016

Microsoft

17 Organizations Deliver Amazing Personalized Customer Experiences
sponsored by Microsoft
WHITE PAPER: This white paper explores the real-world experiences of 17 organizations that leveraged a data-forward CRM approach to drive better customer service. Discover their stories, challenges, and the benefits they achieved.
Posted: 22 Feb 2016 | Published: 31 Dec 2015

Microsoft

The value of experience: How the C-suite values customer experience in the digital age
sponsored by Genesys
WHITE PAPER: To learn how companies manage their CX programs, the Economist IntelligenceUnit (EIU) conducted a global survey of 516 senior-level executives. This executive summary presents the highlights of the findings from the European subset of respondents. Discover what these findings mean for your customer experience programs.
Posted: 19 Feb 2016 | Published: 31 Dec 2015

Genesys

Optimize Your Workforce for the Omnichannel Revolution
sponsored by Genesys
WHITE PAPER: Where are your customers and what are they doing? Download this white paper now to learn more about the omnichannel revolution. Read on to discover how you can optimize your workforce to effectively serve customers on any channel.
Posted: 18 Feb 2016 | Published: 31 Dec 2015

Genesys

Five Capabilities to Look For In a Customer Experience Platform
sponsored by Genesys
WHITE PAPER: In this white paper you will learn how you can choose the right technology to design and orchestrate your customer engagement to deliver on customer expectations while simultaneously addressing your company needs.
Posted: 16 Feb 2016 | Published: 31 Dec 2015

Genesys

Reaching New Heights in Omnichannel Customer Service
sponsored by Zendesk
EGUIDE: This e-guide offers expert advice for creating a successful omnichannel customer experience by utilizing a unified user interface (UI), service clouds, self-service tools, and more. You'll also learn how to implement a unified contact record for customer interactions so that you can create a consistent, satisfying experience for your customers.
Posted: 02 Mar 2016 | Published: 26 Feb 2016

Zendesk

Optimize Sales Performance with Sales Intelligence Tools
sponsored by SearchCRM
EBOOK: How can you determine which sales leads are worth your time and which ones aren't likely to go anywhere? Discover how predictive lead-scoring software can help you zero in on the right prospects and drive better sales performance.
Posted: 29 Feb 2016 | Published: 29 Feb 2016

SearchCRM

How Metro Bank Creates Happy Customers
sponsored by Microsoft
CASE STUDY: This case study discusses how Metro Bank employed a CRM self-service tool, giving front-line agents quick access to the right information so they can deliver exceptional customer service.
Posted: 24 Feb 2016 | Published: 24 Feb 2016

Microsoft

The American Cancer Society's Multichannel Engagement Strategy Success Story
sponsored by Oracle Corporation
EGUIDE: In this e-guide, you will discover how the American Cancer Society's leadership is implementing a sophisticated multichannel engagement strategy to reach all those passionate about their cause. Download now to uncover how this strategy could be useful in helping your organization create meaningful multichannel engagement with your customers.
Posted: 23 Feb 2016 | Published: 17 Feb 2016

Oracle Corporation

Six Signs Your Customer Service Strategy Is Broken
sponsored by Oracle Corporation
EGUIDE: In the "age of the customer" business leaders and decision makers are focusing more than ever on designing customer experiences to attract, engage, and retain finicky consumers. This white paper aims to help CIO's achieve this goal by training them to recognize 6 ineffective customer service strategies.
Posted: 23 Feb 2016 | Published: 16 Feb 2016

Oracle Corporation

Driving multichannel engagement with the voice of the customer
sponsored by Oracle Corporation
EGUIDE: In this e-guide you will learn how the right infrastructure can allow your marketers to harness your existing data to create seamless, integrated experiences for your customers on any channel.
Posted: 23 Feb 2016 | Published: 16 Feb 2016

Oracle Corporation

How Does Social Customer Service Affect Contact Centers?
sponsored by Oracle Corporation
EGUIDE: In this e-guide, our CRM experts discuss how social media is transforming the way contact centers work. Learn strategies and best practices for implementing a social media customer service plan in your contact center.
Posted: 22 Feb 2016 | Published: 11 Feb 2016

Oracle Corporation

Answering Customer Complaints Gracefully on Social Media
sponsored by Oracle Corporation
EGUIDE: This exclusive e-guide digs into the challenges of implementing a social customer service strategy in your enterprise. Uncover considerations on deciding how the organization should interact with customers, which sector of the company should handle these communications, and more.
Posted: 19 Feb 2016 | Published: 11 Feb 2016

Oracle Corporation

The Business Benefits of Managing Cyber Risk and Minimizing Unnecessary Data
sponsored by UnitedLex
EGUIDE: Cyber risk management is becoming an increasingly important area of concern as company directors' realize the limitations of insurance. How can you address this risk and instill confidence in your customer engagement? Find out how to enhance your cyber risk management using 4 key strategies.
Posted: 18 Feb 2016 | Published: 16 Feb 2016

UnitedLex

Social Media Customer Service: Where Companies Go Wrong
sponsored by Oracle Corporation
EGUIDE: This exclusive e-guide explores the disconnect between customer service and social media in companies both large and small. Uncover the risks of ignoring customer service on social media, and learn expert tips to get it right.
Posted: 17 Feb 2016 | Published: 11 Feb 2016

Oracle Corporation
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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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