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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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Fact vs. Fiction: 5 Customer Communications Management Myths
sponsored by Kofax, Inc.
WHITE PAPER: Customer communications management (CCM) is an essential tool when it comes to improving the customer experience, but there are some misgivings about it. This guide discusses the top 5 myths surrounding CCM and the truths that debunk them.
Posted: 10 Dec 2015 | Published: 10 Dec 2015

Kofax, Inc.

Dutch Insurance Company Takes Control of Customer Service to Save Their Business
sponsored by Kofax, Inc.
CASE STUDY: Access this case study now to discover the solution that helped independent Dutch insurance company de Goudse transform the once complex and time-consuming process of document management into a straightforward, standardized way of managing customer communications.
Posted: 10 Dec 2015 | Published: 10 Dec 2015

Kofax, Inc.

Optimize Multi-Channel Customer Engagement
sponsored by Kofax, Inc.
WHITE PAPER: It's more important than ever for companies to understand their customers' communication channel preferences and to effectively manage communication across all touch points. Discover how adopting a customer communications management solution can help your business meet customer communication demands.
Posted: 09 Dec 2015 | Published: 09 Dec 2015

Kofax, Inc.

Communicate through Multiple Channels for Greater Engagement and Retention
sponsored by Kofax, Inc.
EBOOK: Discover why adopting a CCM solution with passive and active multi-channel communication empowers your business to engage with your customers across multiple delivery channels and with minimal effort.
Posted: 08 Dec 2015 | Published: 08 Dec 2015

Kofax, Inc.

Are You Satisfied with Your Forecasting and Reporting System?
sponsored by Unit4
WHITE PAPER: In this white paper, learn the results of a survey that identifies trends for consolidation and reporting systems, and compares available options based on 5 criteria, including: functionality, analysis support, contract flexibility, and 2 more.
Posted: 25 Nov 2015 | Published: 31 Dec 2013

Unit4

CRM & Manufacturing: Working Hand in Glove
sponsored by Microsoft
WHITE PAPER: This white paper introduces a Sales Transformation Pyramid (STP) model, a step-by-step methodology for effecting a positive transformation in your company's sales performance. Access this framework to learn how you can optimize your enterprise's sales performance and refine your internal processes, communication, and agility.
Posted: 24 Nov 2015 | Published: 24 Nov 2015

Microsoft

Customer-Focused Organizations Must Take A Strategic Approach To “Identity Relationship Management”
sponsored by ForgeRock
WHITE PAPER: Forrester Consulting has evaluated companies' IAM practices and requirements when it comes to customer-facing scenarios versus employee-facing ones. Read on and discover why it pays to implement IRM solutions that treat customer identities, and their identity data, as mission-critical for the top line of the business.
Posted: 17 Nov 2015 | Published: 31 Jan 2014

ForgeRock

Computer Weekly Case Study: Coventry and Warwickshire Growth Hub stokes local business with CRM
sponsored by Microsoft
EGUIDE: In this eGuide learn which specific CRM system Warwickshire & Coventry Growth Hub have leveraged to become more effective; enabling clear mapping, flexibility in working locations and a significant reduction in time spent on data management tasks.
Posted: 05 Nov 2015 | Published: 05 Nov 2015

Microsoft

Cisco Collaboration Endpoints
sponsored by Global Knowledge
WHITE PAPER: This white paper provides you with product specifications and capabilities for Cisco's phone, desktop, and large screen immersive videoconferencing options.
Posted: 21 Oct 2015 | Published: 21 Oct 2015

Global Knowledge

Cisco Unified Collaboration Solutions Infrastructure Overview
sponsored by Global Knowledge
WHITE PAPER: Learn how Cisco Unified Collaboration infrastructure products can help you provide everything from call control which provides signaling and dial plan support to the expressway series providing firewall traversal for external access.
Posted: 21 Oct 2015 | Published: 21 Oct 2015

Global Knowledge

Retail Insights for Data-Driven Merchandising
sponsored by IBM
WHITE PAPER: With the retail marketplace constantly in flux, it's incredibly difficult to get actionable insights in time to optimize merchandising and maximize sales. Discover a strategy to rapidly access new insights and enable data-driven merchandising. Learn how you can identify new shopper marketing opportunities, avoid excess inventory, and more.
Posted: 19 Oct 2015 | Published: 19 Oct 2015

IBM

How Leading Retailers Improve the Customer Experience
sponsored by IBM
WHITE PAPER: This report explains the best practices of retailers that outperform their peers. Learn how leading retailers optimize the customer experience by using analytics to inform merchandising activities as well as to make better marketing, sales, and sourcing decisions.
Posted: 19 Oct 2015 | Published: 31 Jul 2013

IBM

The Value of Customer-Centric Merchandising
sponsored by IBM
WHITE PAPER: This white paper presents a customer-centric merchandising strategy that encompasses assortment planning, customer and product attribute management, and pricing and promotion strategy. Learn how you can place the customer at the center of this entire process.
Posted: 16 Oct 2015 | Published: 29 Jul 2011

IBM

Yakult’s New Product Sales in the Netherlands Increase 15 to 20%
sponsored by TIBCO Software Inc.
CASE STUDY: In this brief case study, you'll learn how a leading probiotic beverage company was able to distinguish sales drivers from non-drivers by upgrading from time-consuming spreadsheets. Find out how the right analytics strategy can help you reap similar benefits.
Posted: 15 Oct 2015 | Published: 07 Jul 2015

TIBCO Software Inc.

Creating World Class Supply Chain Commerce Platform to Connect and Collaborate
sponsored by IBM
WHITE PAPER: Lenovo was acutely aware of an increasing demand for transparency and simplicity in the order process and sought to improve its supply chain. Discover how they were able to go beyond just simplifying their order process to align their entire supply chain and help ensure complete customer satisfaction.
Posted: 14 Oct 2015 | Published: 31 Mar 2012

IBM

How to Create an Effective Social CRM Strategy
sponsored by Microsoft
WHITE PAPER: This insightful white paper reveals proven guidelines for conducting customer experience management using social best practices. Learn from a series of social thought leaders about the practice of social listening and building a social CRM strategy.
Posted: 13 Oct 2015 | Published: 13 Oct 2015

Microsoft

Creating an Effective Social Media Strategy that Starts from Within
sponsored by Microsoft
EGUIDE: In this e-guide, experts discuss how to get noticed on social media. Find details on how to bond with your audience, in addition to creating the right company culture for leveraging CRM.
Posted: 08 Oct 2015 | Published: 08 Oct 2015

Microsoft

Internet of Things (IoT) Reports and Videos
sponsored by SAP
WHITE PAPER: Access this resource portal to find a rich collection of Internet of Things (IoT) reports and videos revealing the technological, economic, and social impacts of the hyper-connected economy.
Posted: 19 Nov 2015 | Published: 19 Nov 2015

SAP

Cactus Uses Map to Think Local and Grow Jackson Hole Revenue
sponsored by Sysomos
CASE STUDY: This brief case study considers how one winter vacation destination was able to leverage smart marketing software to become a year-long resort. Access now for a look into the tools they used, the successes they saw, and how they were able to bolster their revenues.
Posted: 12 Nov 2015 | Published: 12 Nov 2015

Sysomos

Why Creating Closer Customer Relationships Depends on Master Data Management
sponsored by TIBCO Software Inc.
WHITE PAPER: This dynamic terrain is rocky, but it also holds enormous potential. The following white paper reveals what strategies you need to achieve close customer relationships and increased loyalty.
Posted: 16 Oct 2015 | Published: 16 Oct 2015

TIBCO Software Inc.

Enabling New Levels of Customer Engagement with Predictive Analytics
sponsored by IBM
WHITE PAPER: Access this white paper and uncover the questions you'll be able to answer with a combined predictive- and social-analytics strategy. Additionally, you'll learn 6 key positive outcomes you can gain with predictive-powered customer insights.
Posted: 14 Oct 2015 | Published: 30 Jun 2015

IBM

Why Intelligence is Key to Sales and Marketing Success
sponsored by Microsoft
EGUIDE: In this two-part expert guide, you'll learn how lead-scoring and analytics tools are helping sales teams to chase down promising leads, diagnose sales performance, and forecast business opportunities. You'll also discover why customer personalization is crucial to making a sale in 2015.
Posted: 12 Oct 2015 | Published: 12 Oct 2015

Microsoft

Strategies for Data-Driven Marketing
sponsored by Microsoft
EGUIDE: In this e-guide, experts help marketers determine which technologies and practices will allow them to derive action and insight from a vast amount of data. Access now and learn how to keep up with today's marketing disruptors.
Posted: 12 Oct 2015 | Published: 12 Oct 2015

Microsoft

Creating an Effective Social Media Strategy
sponsored by Microsoft
EGUIDE: In this expert e-guide, learn how to use social media intelligently to engage customers and build credibility online. Additionally, learn why organizations need to make sure their company culture is conducive to implementing a social CRM program before they can take full advantage of social media.
Posted: 09 Oct 2015 | Published: 09 Oct 2015

Microsoft

How to Optimize the Multi-Channel Customer Experience
sponsored by Microsoft
EGUIDE: In this e-guide, our very own CRM experts explore how an omni-channel approach can remove the silos and barriers to a truly cohesive view of customers and operations. Read on to discover best practices for tackling multi-channel integration pitfalls.
Posted: 09 Oct 2015 | Published: 09 Oct 2015

Microsoft
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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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