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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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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

Nail Personalization with 6 Key Customer Service Capabilities
sponsored by Microsoft
WHITE PAPER: This data sheet describes ways to empower agents with a single, unified experience to provide amazing customer service with cross-channel context. Uncover strategies for earning customer loyalty and staying agile.
Posted: 31 Dec 2015 | Published: 31 Dec 2014

Microsoft

Customer Social Engagement Tactics and Tools
sponsored by Microsoft
PRODUCT OVERVIEW: This brief resource outlines social media engagement strategies to help you listen to what your customers are saying, analyze sentiment, and drive conversations about your brand and organization.
Posted: 31 Dec 2015 | Published: 31 Dec 2015

Microsoft

Your Social Intelligence Guide for Customer Service
sponsored by Microsoft
WHITE PAPER: This guide reveals how companies like LEGO take the time to listen, respond, and follow up with customers to create an amazing experience. Gain insights from experts such as Clara Shih, CEO and Founder of Hearsay Social, board member of Starbucks, and author of The Facebook Era.
Posted: 28 Dec 2015 | Published: 28 Dec 2015

Microsoft

Elevate Sales Team Performance with Clearly-Defined Metrics
sponsored by Microsoft
WHITE PAPER: Many companies lack a standard, consistent terminology to measure sales performance. This resource provides clearly-defined, unambiguous metrics that can help you precisely determine how your sales teams are performing and figure out how to adjust processes to drive better results.
Posted: 17 Dec 2015 | Published: 17 Dec 2015

Microsoft

Turn Social Sentiment into Opportunity with CRM and Analytics
sponsored by Microsoft
WHITE PAPER: In this guide, you'll uncover tips on how to reach customers at the point of influence with social marketing. Learn why social engagement plays a critical role in bridging the gap between your digital campaigns and the conversations they spark.
Posted: 15 Dec 2015 | Published: 15 Dec 2015

Microsoft

Sink or Sell: Your Guide to Modern Sales Survival
sponsored by Microsoft
WHITE PAPER: This resource offers insight to help your sales team deliver an optimal customer experience by adopting modern sales productivity technologies. Discover which tools can accomplish this task, and how the value of an integrated platform can help your salespeople increase customer loyalty.
Posted: 14 Dec 2015 | Published: 14 Dec 2015

Microsoft

The Total Economic Impact of Online CRM Tools
sponsored by Microsoft
WHITE PAPER: Access this report now to learn which CRM tools delivered on cost savings, improved sales, and increased agility. Inside, you'll uncover the benefits of online versus on-premises platforms.
Posted: 14 Dec 2015 | Published: 27 Mar 2014

Microsoft

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 CCM technology with passive and active multi-channel communication empowers your business to engage with your customers across multiple delivery channels 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

Marketing Case Study: Uponor's Customer-focused Digital Strategy
sponsored by Sitecore
CASE STUDY: But Upnor wanted to launch two audience-specific portal sites to provide customer focused content via the web so they chose one vendor to help them reach their goal. Access this case study now to learn what solution Upnor chose and how they were able to increase sales leads by 50%.
Posted: 19 Nov 2015 | Published: 19 Nov 2015

Sitecore

It’s Always Personal: How Context-Driven Content Fuels Sales Growth
sponsored by Sitecore
WHITE PAPER: How essential it is to have a deep understanding of the overall customer journey? Get 5 top tips for delivering context-driven commerce and learn how personalized, contextualized content can translate into engaging experiences for your customers.
Posted: 18 Nov 2015 | Published: 18 Nov 2015

Sitecore

Top 10 Ways to Boost Mobile App Engagement Using Messaging
sponsored by Magnet
WHITE PAPER: This white paper details the top 10 ways to boost mobile app engagement using messaging strategies. Discover the messaging features that can win customer loyalty.
Posted: 28 Dec 2015 | Published: 28 Dec 2015


4 Ways to Enhance Mobile App User Engagement
sponsored by Magnet
WHITE PAPER: This guide reveals how the key to building lasting relationships with customers via mobile applications lies beyond SMS or push notifications. Uncover 4 ways to drive mobile engagement and enhance customer satisfaction.
Posted: 23 Dec 2015 | Published: 23 Dec 2015


Sales Timesaving Tip for Top Efficiency
sponsored by Microsoft
RESOURCE: This infographic reveals a timesaving tip that can help your sales team be more efficient at their jobs. View now to see how this sales strategy can streamline leads, forecasts, and more.
Posted: 21 Dec 2015 | Published: 21 Dec 2015

Microsoft

How In-App, Two-Way Mobile Messaging Builds Customer Loyalty
sponsored by Magnet
WHITE PAPER: In this white paper, explore the top 4 messaging features your mobile application should have in order to build customer loyalty.
Posted: 21 Dec 2015 | Published: 21 Dec 2015


Is Your Sales Email Strategy Wasting or Maximizing Time?
sponsored by Microsoft
RESOURCE: This infographic reveals the best times for salespeople to send emails to potential customers. View now to see if your sales email strategy is wasting or maximizing time.
Posted: 21 Dec 2015 | Published: 21 Dec 2015

Microsoft

Save 4 Hours Per Week with this Sales Timesaving Tip
sponsored by Microsoft
RESOURCE: This infographic reveals a timesaving tip for sales professionals that can save 4 hours every week—valuable time that can be spent on making calls, building relationships, and closing deals.
Posted: 21 Dec 2015 | Published: 21 Dec 2015

Microsoft

Which Social Network Can Generate the Most Leads?
sponsored by Microsoft
RESOURCE: This infographic reveals how top salespeople spend their time on the Internet. Access now to unveil which social network can help you boost sales and your bottom line.
Posted: 18 Dec 2015 | Published: 18 Dec 2015

Microsoft

How to Power Sales Productivity
sponsored by Microsoft
RESOURCE: In this infographic, discover 5 real-world tips to increase sales productivity.
Posted: 18 Dec 2015 | Published: 18 Dec 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
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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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