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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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3 Pillars of Customer Experience in Today's Connected World
sponsored by Salesforce.com
WHITE PAPER: Access this white paper to learn three steps to meeting customers' rising expectations in today's hyper-connected world: Personalized service, smarter support, and faster connection.
Posted: 19 Jan 2015 | Published: 19 Jan 2015

Salesforce.com

Are Your Everyday Business Activities Creating Tax Risk?
sponsored by Avalara
WHITE PAPER: This white paper discusses how to spot risk and improve compliance in 7 key business functions and explains the benefits of integrating and automating sales tax compliance in your ERP.
Posted: 07 Jan 2015 | Published: 02 Dec 2014

Avalara

eBook: 5 Steps to Building a Customer Experience-Driven Contact Center
sponsored by Genesys
EBOOK: Download this eBook to learn how to orchestrate service delivery within your contact center for important customer journeys; empower agents with a 360° view of the customer across multiple channels; and more.
Posted: 12 Nov 2014 | Published: 12 Nov 2014

Genesys

Call center metrics: Advice for prescribing social actions to boost customer satisfaction
sponsored by TechTarget
RESOURCE: How can you assess your call center performance and rapidly identify when goals are not being met? In our expert guide learn from Donna Fluss about mission-critical monitoring to meet your objectives. Share your call center plans for the months ahead and get an immediate copy of "Contact Center Metrics: New Trends, Strategies and Best Practices."
Posted: 10 Nov 2014 | Published: 18 Mar 2014

TechTarget

Understand the benefits of CRM
sponsored by ComputerWeekly.com
RESOURCE: An important goal of CRM is not only to provide an organisation with a clear picture of each customer's habits and preferences, but also to make personalisation and automated messaging easier. Help us understand more about your CRM challenges and in return you will get access to our report on 'To Pump up Data Volume, Connect Customer Channels'.
Posted: 10 Nov 2014 | Published: 10 Nov 2014

ComputerWeekly.com

Best Practices for Delivering a Personalized Customer Experience
sponsored by Genesys
WHITE PAPER: This paper will discuss the changing nature of the customer experience; outline the need for and benefits of a multi-channel contact center; highlight the key drivers and challenges companies must consider as they embark on this approach; identify what to look for in a vendor partner; and offer best practices for success.
Posted: 11 Sep 2014 | Published: 11 Sep 2014

Genesys

Salesforce vs. Microsoft Dynamics: Your expert guide to buying, managing and running a CRM system
sponsored by TechTarget
RESOURCE: The CRM software market has exploded due to the demand for a more dynamic way to work with customers. Access your expert guide to buying, managing and running a CRM system with a comparison of Salesforce and Microsoft Dynamics, by participating in our CRM Research Program today.
Posted: 08 Sep 2014 | Published: 18 Mar 2014

TechTarget

The Four Pillars of Effortless Service
sponsored by Salesforce.com
WHITE PAPER: Four pillars form the basis for transforming your organization's customer service operation into a paragon of efficiency and customer satisfaction. When your customer service team can maximize the effectiveness of these four tactics, your customers are happier and your team operates at maximum efficiency.
Posted: 02 Sep 2014 | Published: 02 Sep 2014

Salesforce.com

Old-Hat Technologies Put a Cap on Customer Care
sponsored by SearchCRM
EBOOK: Contact centers are struggling to stay on top of myriad communication channels. That's why contact center upgrades are on the minds of many. In this three-part guide, veteran IT reporters cover infrastructure trends, strategies and technologies.
Posted: 19 Aug 2014 | Published: 19 Aug 2014

SearchCRM

Build for Change – the Risk of Customerpocalypse
sponsored by ComputerWeekly.com
BOOK: The enterprise must focus on how it engages customers and responds to their expectations, or face Customerpocalypse, writes Alan Trefler, in this extract from his book Build for Change.
Posted: 15 Aug 2014 | Published: 15 Aug 2014

ComputerWeekly.com

The Definitive Guide to Engaging Content Marketing
sponsored by Marketo
RESOURCE: This featured resource considers content marketing as a solution to help cut through the noise and capture client attention. Read on to find out the essentials of content marketing.
Posted: 22 Jan 2015 | Published: 22 Jan 2015

Marketo

Top 5 Salesforce Integration Patterns: Practices for Integrating Salesforce
sponsored by MuleSoft
WHITE PAPER: This white paper discusses one system that helps integrate enterprise applications to unleash the true potential of the Salesforce model. Access now to find out how your entire enterprise can capitalize on and benefit from Salesforce integration patterns.
Posted: 22 Jan 2015 | Published: 22 Jan 2015

MuleSoft

3 Keys to a 5-Star Mobile User Experience
sponsored by Hewlett-Packard Company
RESOURCE: Access this brief resource to find fast facts about the mobile user experience, and find out why the user experience should be at the top of every enterprise's list. View now to discover how your mobile experience may be handicapping your business and damaging your brand presence.
Posted: 15 Dec 2014 | Published: 15 Dec 2014

Hewlett-Packard Company

CRM Analyst Report: How to maximize revenue and customer experiences
sponsored by Oracle Corporation UK Ltd
ANALYST REPORT: Access this Aberdeen Group report to discover CRM essentials every company needs for effective business management. Read on to find out why enterprises using CRM technology are seeing measurable advantages over non-users, and how to leverage these tools for stronger business results.
Posted: 08 Dec 2014 | Published: 08 Dec 2014

Oracle Corporation UK Ltd

5 Best Practice Steps for B2B and B2C Convergence
sponsored by IBM
WHITE PAPER: Access this Aberdeen research report to find out how customer requirements and cross-channel logistics flow, grow, and coverage – and what that means for your supply chain strategy.
Posted: 05 Dec 2014 | Published: 05 Dec 2014

IBM

Proactively Manage Service Levels - How to Improve Customer Experience, Avoid Penalties, Improve Performance, and Increase Agility
sponsored by Automic
WHITE PAPER: This whitepaper starts by exploring the challenges of meeting SLAs in this new world that we find ourselves in. It then goes on to highlight the critical capabilities needed to proactively manage SLAs and explains how the Automic Business Automation platform provides the capabilities.
Posted: 26 Nov 2014 | Published: 26 Nov 2014

Automic

Expert Advice: E-Commerce and Social Media Drives CRM
sponsored by IBM
EBOOK: Access this expert guide to discover how businesses can improve their CRM strategies to ensure customers remain in control and satisfied with the user experience.
Posted: 26 Nov 2014 | Published: 26 Nov 2014

IBM

How APIs Displace ESBs and SOA in the Enterprise
sponsored by Apigee
WHITE PAPER: Powering interactions via apps requires a new architecture. Companies today seek to leverage the latest forms of mobile and rich-client engagement to build new experiences. Enterprises must move from delivering web apps as the primary interaction channel to powering interactions across multiple interactive touch points.
Posted: 18 Nov 2014 | Published: 18 Nov 2014

Apigee

Moving Forward with CRM: Key Trends and Technologies
sponsored by IBM
EGUIDE: This expert e-guide uncovers key CRM technologies and trends, and explores the best ways to measure the real value of an investment in social CRM.
Posted: 12 Nov 2014 | Published: 12 Nov 2014

IBM

Take Advantage of Multi-Channel to Improve CEM
sponsored by Five9
EGUIDE: In this expert e-guide, explore the benefits and business drivers of integrating your data across all channels. Discover what tools and strategies you'll need to achieve a truly integrated, cross-channel customer experience.
Posted: 10 Oct 2014 | Published: 10 Oct 2014

Five9

The Benefits of Social and Cloud-based CRM Tools
sponsored by Microsoft India
EGUIDE: In order to stay competitive, you need to know what customers are saying about your business, and you need to participate in the conversation as well. In this e-guide, learn from CRM experts what makes a social CRM tool successful, and why cloud-based CRM systems may be the right choice for you.
Posted: 17 Jul 2014 | Published: 17 Jul 2014

Microsoft India

Delivering Positive Multi-Channel Customer Experiences
sponsored by Microsoft India
EGUIDE: This essential e-guide delves deep into what it takes to provide integrated multi-channel customer experiences, with insights from experts including Ernan Roman, President of Ernan Roman Direct Marketing.
Posted: 17 Jul 2014 | Published: 17 Jul 2014

Microsoft India

Transforming Customer Experience in the New Digital World
sponsored by Genesys
WHITE PAPER: This white paper will show you how taking a holistic approach to digital channels in the contact center and beyond and integrating them into your customer experience strategy allows you to transform the end-to-end customer journey and deliver consistent, seamless and personalized experiences across all channels, touchpoints and interactions.
Posted: 01 Jul 2014 | Published: 01 Jul 2014

Genesys

How to Meet and Exceed Customer Demands
sponsored by Genesys
WHITE PAPER: Customers expect a great end-to-end experience. Wherever work is accomplished in the enterprise, it's all part of the Customer Service Value Chain. Is your enterprise meeting this expectation? What about in the future?
Posted: 30 Jun 2014 | Published: 26 Jun 2014

Genesys

Social Login 101
sponsored by Gigya
WHITE PAPER: View this white paper to learn why social login -- with permission-based access to first-party identity data -- is the better option for getting the kind of information that creates relevant cross-channel experiences. Read now to explore the basics of social login, best practices, and benefits for consumers and businesses.
Posted: 27 Jun 2014 | Published: 27 Jun 2014

Gigya
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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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