CRM Best Practices Reports

WHITE PAPER: In this white paper, we discuss eight IT-friendly software traits that minimize risk, maximize ROI, and encourage innovation. Although the focus of this paper is on contact center and web customer service software, the discussion is broad enough to be a valuable guide for any technology investment.

Posted: 07 May 2010 | Published: 06 May 2010

WHITE PAPER: In B2B marketing, small changes can mean big differences to the success of marketing programs.  But just because you met the plan goals does not mean the program was as successful as it could have been. The secret to getting the most out of your campaigns is to optimize continually - pre-click, post-click, and post-conversion.

Posted: 28 Apr 2010 | Published: 28 Apr 2010

EBOOK: The challenge facing many organizations is exactly how to deploy analytics to unlock insight from customer data. This e-book offers an executive overview of customer data analytics and customer intelligence, with deployment advice and best practices from top performers.

Posted: 15 Apr 2010 | Published: 15 Apr 2010

WHITE PAPER: This white paper identifies seven levels of claims automation and provides a roadmap that can be followed to enhance claims processing for insurance companies worldwide.

Posted: 01 Apr 2010 | Published: 31 Mar 2010

WHITE PAPER: Read this paper to learn about sales intelligence-- the external sources of information that a company uses to enhance sales force effectiveness. This Aberdeen Group report offers tips from best-in-class companies, including best practices related to data quality, sales force automation, and CRM solutions.

Posted: 16 Mar 2010 | Published: 09 Jan 2009

PRESENTATION TRANSCRIPT: In this presentation transcript, join Zeus Kerravala, of the Yankee Group, and Janine Soika, a channel marketing leader from Verio, for a quick discussion that will jumpstart your monthly revenue.

Posted: 02 Feb 2010 | Published: 02 Feb 2010

WHITE PAPER: Today, firms in the communications industry must relook at how they deliver customer service in order to streamline operations, retain customers and drive business revenue. Read this paper to learn about five, practical, cost-effective opportunities that allow firms to meet market demand and achieve an impressive Return on Investment.

Posted: 15 Jan 2010 | Published: 15 Jan 2010

WHITE PAPER: Download the Oracle CRM White Paper, "Winning in Today's Environment: Six Imperatives for the Chief Sales Officer," to learn how you can deploy several best practices to achieve unparalleled sales success in your organization.

Posted: 20 Oct 2009 | Published: 01 Oct 2009

EBOOK: In this E-Book, hear from analysts and experts about recent trends in customer data and learn how winning organizations are truly taking action on analytics. Learn about the challenges that many organizations face when establishing and maintaining customer data management and retention programs and how to meet those challenges head on.

Posted: 09 Sep 2009 | Published: 09 Sep 2009

EBOOK: This paper presents the five most common practices that result in losing the customer and how to avoid those pitfalls. You'll also learn how smarter customer interactions and more customer-centric measures can help you deepen and grow relationships with your most valuable customers.

Posted: 24 Aug 2009 | Published: 24 Aug 2009

BROCHURE: The market-leading Infor CRM Epiphany suite was designed with the needs of today's insurance companies in mind. It delivers what you need to execute a customer retention and growth strategy by delivering a single view of customer interactions across business.

Posted: 28 Jul 2009 | Published: 01 Jul 2009

BROCHURE: Infor CRM Epiphany for Hospitality provides the integrated marketing, customer service, and analytics capabilities hotels, casinos, and other hospitality companies need to deliver exceptional service at every touch point.

Posted: 28 Jul 2009 | Published: 01 Jul 2009

BROCHURE: Infor CRM Epiphany helps you make the most of customer interactions and improve your sales, marketing, and service operations in order to increase loyalty, enhance brand preference, and boost profitability.

Posted: 28 Jul 2009 | Published: 01 Jul 2009

EBOOK: Sales departments are under increased pressure during these difficult times, as converting leads, moving sales along the pipeline and meeting sales quotas will be challenging this year. What's more, many companies will be raising quotas for their sales teams in 2009, according to recent research from the sales consultancy firm CSO Insights.

Posted: 29 May 2009 | Published: 09 Apr 2009

WHITE PAPER: Interaction center managers, along with their counterparts in sales, marketing, and service, are being asked to deliver greater value on shoestring budgets. While the conventional reaction in tough economic times is to simply cut costs and services, the nature of the current downturn indicates that austerity measures of the past won't work today.

Posted: 27 Apr 2009 | Published: 27 Apr 2009

IT BRIEFING: This IT Briefing will address the future state and shape of CRM, the transformational trends that are impacting companies, the CRM framework for success and competitive differentiation, and SAP's holistic approach in this CRM framework.

Posted: 17 Apr 2009 | Published: 17 Apr 2009

WHITE PAPER: Discover how several innovative companies are using collaboration, blogging communities, social networks, and related forms of communication to enhance branding, increase reputation among customers and communicate with them, create public support, and increase team productivity and knowledge sharing.

Posted: 03 Apr 2009 | Published: 01 Aug 2008

WHITE PAPER: This paper examines the challenges salespeople face, the growing Web 2.0 trend in the enterprise, and the drivers for a new breed of social applications that complement traditional CRM systems to help sales users close more deals quickly.

Posted: 19 Sep 2008 | Published: 19 Sep 2008

WHITE PAPER: Mobile CRM is something that needs to be considered now. As a business leader, you might have put it into your mental to do later box, but the reasons to make it a priority are compelling. Read this paper to discover why.

Posted: 01 Sep 2008 | Published: 25 Dec 2006

WHITE PAPER: Implementing a CRM solution can be difficult for organizations that have multiple business units. Read this paper to learn how your organization can benefit from a CRM strategy that provides an understanding and guidelines for reaching long term goals.

Posted: 14 May 2007 | Published: 01 Sep 2006

PRODUCT LITERATURE: Read this paper to learn how the inbound channel increases satisfaction and realizes value.

Posted: 14 May 2007 | Published: 01 Apr 2007

WHITE PAPER: This white paper discusses common factors that impact the ability to effectively manage the sales pipeline and details processes and best practices that can help companies overcome sales challenges and establish a critical competitive advantage.

Posted: 06 Mar 2007 | Published: 01 Jan 2007

WHITE PAPER: Organizations are adopting CRM solutions because they understand that having the technology to execute a customer-centric strategy is a business imperative. Learn the strategic value of CRM -- increased revenue, productivity, and customer satisfaction.

Posted: 02 Mar 2007 | Published: 01 Jul 2006

WHITE PAPER: Loyalty programs are a necessary part of a successful CRM program and long-term customer retention. Compare available programs, learn what a loyalty program can achieve for your business and gain an eight step guide to designing your own successful plan.

Posted: 16 Jan 2007 | Published: 01 Feb 2005

WHITE PAPER: Customer relationship management (CRM) deployments can be complex and difficult. This white paper provides a checklist of the ten critical success factors for organizations to follow to avoid common pitfalls as they design and deploy their CRM system.

Posted: 16 Jan 2007 | Published: 01 Aug 2006