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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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Research Report: The New Age of B2B Selling
sponsored by Oracle Corporation
WHITE PAPER: This research report, by Harvard Business Review, explores how advanced analytics gives B2B sales organizations the intelligence they need to pinpoint opportunities, anticipate customer needs, and hit their goals.
Posted: 25 Jan 2016 | Published: 31 Dec 2014

Oracle Corporation

5 Drivers of the Successful Modern Sales Force
sponsored by Oracle Corporation
WHITE PAPER: Uncover 5 steps your sales team should take to modernize sales tactics in the age of the empowered customer. Plus, learn how to become a mobile, productive sales team, stay ahead of competitors with actionable analytics, collaborate across the enterprise to close more deals, faster, and more.
Posted: 25 Jan 2016 | Published: 31 Mar 2014

Oracle Corporation

Forbes Article: Customer Service Is The New Marketing
sponsored by Oracle Corporation
RESOURCE: Read this Forbes article about how marketing decision makers are steering the customer service wheel for ideas on how you can drive customer engagement, and open up new sales pipelines.
Posted: 22 Jan 2016 | Published: 20 Aug 2015

Oracle Corporation

Benchmarking Enterprise Maturity for Social Customer Service
sponsored by Oracle Corporation
WHITE PAPER: This resource describes the challenges that impede integration of social media with the rest of your contact center and explains how to conquer them by using a social customer service maturity model as a tool to assess contact capabilities. Identify your maturity level and learn how to progress to a higher level for optimal customer satisfaction.
Posted: 22 Jan 2016 | Published: 10 Apr 2015

Oracle Corporation

The Socially Enabled Enterprise: Study Results
sponsored by Oracle Corporation
WHITE PAPER: Uncover key characteristics of socially enabled enterprises in this research report by downloading it now. Read on to discover how you can transform your business to reap the benefits of social engagement.
Posted: 22 Jan 2016 | Published: 31 Dec 2014

Oracle Corporation

Socially Enabling Businesses Across the Globe
sponsored by Oracle Corporation
WHITE PAPER: Today, social is the new business norm. But unlike in the past, numerous siloed social solutions won't cut it anymore. In this resource, learn how you can properly integrate social into your business to improve customer experience management strategies, and collaboration across departments.
Posted: 22 Jan 2016 | Published: 31 Dec 2014

Oracle Corporation

Delivering on the Promise of the Social Business
sponsored by Oracle Corporation
WHITE PAPER: This paper aims to illustrate the value of social business transformation, how to understand social business maturity, as well as how leaders can plan and prioritize for continued success, scale, and maturation. Read on to learn more.
Posted: 22 Jan 2016 | Published: 22 Jan 2016

Oracle Corporation

How Close Tracking Against Services Contracts Can Increase Profitability
sponsored by Sage (UK) Limited
WHITE PAPER: Access this white paper now to learn how you can increase customer satisfaction and boost profitability with service contract tracking.
Posted: 22 Jan 2016 | Published: 22 Jan 2016

Sage (UK) Limited

How to Use Social Media to Drive Sales
sponsored by Microsoft
WHITE PAPER: In this white paper, uncover how social media is impacting the selling lifecycle and how you can use it to drive sales. Gain insights on the pros and cons of becoming a social seller, the importance of creating your professional brand on LinkedIn, and much more.
Posted: 21 Jan 2016 | Published: 21 Jan 2016

Microsoft

How to Turn Leads into Sales in the Digital Era
sponsored by Microsoft
WHITE PAPER: This best practice guide takes a closer look at the role of analytics in helping the modern salesperson do their job successfully. Explore sales analytics best practices, learn how to use KPIs to stay on track, and more.
Posted: 21 Jan 2016 | Published: 21 Jan 2016

Microsoft

Solution Spotlight: Determining If Sales Performance Management Is Right for Your Organization
sponsored by IBM
EGUIDE: In this expert e-guide, learn the benefits of moving to modern sales performance management software. Additionally, explore a real-life case study that shows how sales compensation management software helps improve productivity and streamlines managing commissions.
Posted: 20 Jan 2016 | Published: 20 Jan 2016

IBM

Practical Tips to Drive Sales with Social Media
sponsored by Microsoft
WHITE PAPER: Uncover how you can sell more effectively in a crowded market by using the latest social media tips and tricks. Gain ideas on how to maximize LinkedIn for social selling, how to avoid social selling pitfalls, and much more.
Posted: 19 Jan 2016 | Published: 19 Jan 2016

Microsoft

How to Balance Conflicting Goals in CRM
sponsored by Microsoft
WHITE PAPER: This white paper discusses the importance of striking a balance between meeting customers' immediate needs, securing their long term loyalty of the brand, and the need to control the cost of operations. Uncover 5 common CRM approaches, and learn which one can help you overcome some of your core business challenges.
Posted: 18 Jan 2016 | Published: 18 Jan 2016

Microsoft

Delivering Effective CRM Today: A Look Into New, Dynamic Approaches
sponsored by Microsoft
WHITE PAPER: This white paper discusses dynamic approaches for delivering effective CRM for today's on-the-go, mobile lifestyles. Plus, learn how an organization used next-gen CRM to bring order to their disparate systems and data while driving better customer experiences.
Posted: 18 Jan 2016 | Published: 18 Jan 2016

Microsoft

Nucleus Research Report: Phase Out Legacy CRM Tools to Drive Business Success
sponsored by Salesforce.com
WHITE PAPER: Download this free Nucleus Research Report to learn the top reasons to upgrade your legacy CRM apps. Discover how you can increase agent productivity, decrease average handle time, and more.
Posted: 15 Jan 2016 | Published: 31 Oct 2015

Salesforce.com

Online domain maturity
sponsored by ComputerWeekly.com
ANALYST REPORT: Analysts Bob Tarzey and Clive Longbottom explain how organisations can provide a top-rate online experience for their customers
Posted: 13 Jan 2016 | Published: 14 Jan 2016

ComputerWeekly.com

CRM Success Stories: Shell Card Services
sponsored by Microsoft
WHITE PAPER: By bringing its CRM approach up to speed, Shell enhanced sales and revenue growth. Access this infographic and learn how you can achieve similar benefits.
Posted: 08 Jan 2016 | Published: 25 Jun 2015

Microsoft

Self-Service CRM Success Stories: Metro Bank
sponsored by Microsoft
WHITE PAPER: CEO Craig Donaldson can attest firsthand how self-service CRM not only helped his colleagues engage people, but also helped Metro Bank stand out in the financial services industry for its exceptional customer focus. Learn how Metro Bank delivered a consistent customer journey and turned customers into fans.
Posted: 08 Jan 2016 | Published: 23 Jun 2015

Microsoft

CRM Stories: Rogerseller
sponsored by Microsoft
RESOURCE: In this resource, Rogerseller's Geraldine Smallacombe illustrates how she was able to give her customers a more dynamic journey. Access now and learn how to achieve a social presence that engages customers and gauges sentiment, in-depth knowledge of preferences and profiles that results in better targeting, and more.
Posted: 07 Jan 2016 | Published: 24 Jun 2015

Microsoft

Global CRM: Grant Thornton Fosters Collaboration, Drives Sales, and Impresses Clients
sponsored by Microsoft
CASE STUDY: This case study outlines the global CRM strategy an accounting organization used that allowed them to experience a 450% jump in the number of sales opportunities tracked by their system. Learn how to use CRM to foster collaboration, drive sales, and impress clients.
Posted: 07 Jan 2016 | Published: 25 Jun 2015

Microsoft

CRM Stories: Wintec
sponsored by Microsoft
WHITE PAPER: To manage the database of its newly established alumni group, the Waikato Institute of Technology (Wintec) required a flexible and efficient CRM system. Access this case study to learn how chief executive Lisa Pemberton of Wintec implemented a CRM strategy that allowed her alumni group to enhance relationship management with highly visible data.
Posted: 06 Jan 2016 | Published: 06 Jan 2016

Microsoft

Case Study: Nissan Motor Company Achieves Omotenashi
sponsored by Microsoft
WHITE PAPER: In this case study, learn how Nissan developed a CRM strategy to better understand customers' individual needs long after they purchase a car. Access now to learn how their strategy can help you anticipate what the customer wants.
Posted: 06 Jan 2016 | Published: 06 Jan 2016

Microsoft

How the Sales Landscape has Changed
sponsored by Microsoft
WHITE PAPER: Backed by useful stats on how your peers are selling effectively, this detailed infographic reveals 3 steps to optimal sales. Tap this resource and discover details of each step that can help you deliver the distinctive client experience.
Posted: 06 Jan 2016 | Published: 06 Jan 2016

Microsoft

How to Drive Efficiency in Multi-Channel Campaigns
sponsored by Microsoft
WHITE PAPER: This solution brief explores how you can consolidate your lead management, sales collaboration, social marketing, and analytics into a single platform. Learn how you can plan, execute, and measure multi-channel campaigns easily.
Posted: 31 Dec 2015 | Published: 31 Dec 2014

Microsoft

Buyer's Guide: Optimize Your Customer Engagement with CCM
sponsored by Kofax from Lexmark
WHITE PAPER: A customer communications management (CCM) solution helps you manage increasingly digital and diverse customer interaction. Access this informative resource to see an evaluation checklist that'll tell you the 7 core requirements to look for in a CCM solution.
Posted: 15 Jan 2016 | Published: 31 Dec 2015

Kofax from Lexmark
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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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