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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 Maximize Your Sales ROI for Your CPQ Deployment
sponsored by Oracle Corporation
RESOURCE: Configure/Price/Quote (CPQ) solutions help sales professionals reduce the friction at the end of the B2B sales cycle. This checklist, produced by Aberdeen Group, provides 6 best practices to help you achieve a strong ROI from your CPQ deployment.
Posted: 25 Jan 2016 | Published: 25 Jan 2016

Oracle Corporation

Leverage CPQ Strategies to Sell More, Faster
sponsored by Oracle Corporation
WHITE PAPER: This white paper explores cloud-based CPQ (configure, price, quote) strategies that help businesses eliminate human error and speed up quote turnaround time. Learn how to automate your configuration and quoting processes in order to sell more, faster.
Posted: 25 Jan 2016 | Published: 25 Jan 2016

Oracle Corporation

Can Your Sales Strategy Adapt to Market Changes?
sponsored by Oracle Corporation
RESOURCE: Discover how next-gen sales performance management can get your sales strategy up to speed to reach high revenue targets. Learn how analytics, insights, and real-time information can motivate and develop your sales team to reach success.
Posted: 25 Jan 2016 | Published: 31 Dec 2015

Oracle Corporation

Sales Cloud Constellation Research Report
sponsored by Oracle Corporation
WHITE PAPER: In the following exclusive white paper, learn about Oracle Sales Cloud and its implications on new and seasoned users. Inside uncover three unique case studies that demonstrate the benefits and use cases of this software. Additionally, uncover eight key points that will help you make the most out of Oracle Sales Cloud.
Posted: 25 Jan 2016 | Published: 25 Jan 2016

Oracle Corporation

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

Predictive Analytics: How To Anticipate Your Customer's Needs
sponsored by IBM
RESOURCE: In our hyper-connected, socially networked marketplace, customer expectations are more important than ever.In this resource discover how you can tap into customer insights and leverage buyer sentiment with predictive analytic tools.
Posted: 25 Jan 2016 | Published: 25 Jan 2016

IBM

4 Steps to Evolve Your Customer Service Strategy
sponsored by Microsoft
WHITE PAPER: This white paper shows you how to craft a customer service strategy that can help you to empower agents, build great experiences, and manage a daunting amount of channels. Uncover 4 steps to effectively evolve your customer service approach.
Posted: 25 Jan 2016 | Published: 30 Nov 2015

Microsoft

Amore Pacific
sponsored by IBM
CASE STUDY: Access this case study to discover how AmorePacific was able to harness the power of statistical analysis and predictive modeling to tailor messages and improve customer retention with their existing database information.
Posted: 22 Jan 2016 | Published: 31 Dec 2014

IBM

Stepping Up to the Challenge: CMO Insights from the Global C-suite Study
sponsored by IBM
RESEARCH CONTENT: Discover how CMOs are wielding more power in the boardroom, and having positive effects on the bottom line with proactive (and modern) customer experience management strategies.
Posted: 22 Jan 2016 | Published: 31 Dec 2014

IBM

Forbes Article: Customer Service Is The New Marketing
sponsored by Oracle Corporation
RESOURCE: CX is shorthand for "customer experience." But why should you care about CX? Access this resource to discover how customer experience can become a major agent of change in any organization. Read on to learn how your organization can create exceptional customer experiences that can supplement your existing marketing strategies.
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

Acquire, Grow & Retain Customers
sponsored by IBM
WHITE PAPER: Tap into how you can gain a holistic view of your customers for more informed decision-making with a robust big data and analytics engine. Plus, get advice on how you can eliminate uncertainty about your data, and better identify potential customers and bring them into the fold.
Posted: 22 Jan 2016 | Published: 22 Jan 2016

IBM

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

Social Selling Guide: Using Social Media to Drive Sales
sponsored by Microsoft
WHITE PAPER: This white paper is your guide to implementing a social selling strategy in your organization. You'll explore how social media is impacting the selling lifecycle, discover the pros and cons of becoming a social seller, and 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

10 Tips for CRM Data Quality Success
sponsored by Trillium Software
WHITE PAPER: This e-book highlights how to initiate a data quality project and maintain it over time in support of your ongoing CRM efforts. Uncover 10 tips for CRM data quality success.
Posted: 21 Jan 2016 | Published: 21 Jan 2016

Trillium Software

5 Ways Wholesale Distributors Can Succeed with the Millennial Generation
sponsored by Infor
WHITE PAPER: This resource features a checklist of five tactics that can help you prepare your business to succeed with the next generation of customers, partners and employees. Access now and you'll also unlock the details and benefits of each tactic.
Posted: 20 Jan 2016 | Published: 20 Jan 2016

Infor

The Social Media Guide: Practical Tips to Drive Sales
sponsored by Microsoft
WHITE PAPER: This white paper is the salesperson's complete guide to social media selling strategies that make a meaningful impact on customers. Discover what it means to be a social seller, best practices to make the sale, and 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

CRM Integration: Boost Customer Retention and Tap into Hidden Opportunities
sponsored by Infor
WHITE PAPER: The culprit of weak customer retention is an outdated business model that focuses on products and services, not the needs of your loyal fan base. Access this infographic to learn how a better CRM strategy can lead to a higher customer renewal rate.
Posted: 18 Jan 2016 | Published: 18 Jan 2016

Infor
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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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