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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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Transforming Customer Experience In The Digital World
sponsored by Genesys
WHITE PAPER: Today, less than 50% of customers are satisfied when switching channels. Learn how to optimize the digital experience in the contact center with a consistent experience for customers.
Posted: 09 Dec 2016 | Published: 09 Dec 2016

Genesys

Provide Top Customer Experiences with Faster Customer Care
sponsored by Zendesk
WHITE PAPER: Constellation Research has compiled extensive research and in-depth interviews of businesses that have implemented agile customer care strategies. Discover what analysts have revealed to work for real organizations.
Posted: 07 Dec 2016 | Published: 07 Dec 2016

Zendesk

Effective Mobile Customer Engagement Report 2016
sponsored by BoldChat - LogMeIn
WHITE PAPER: 85% of consumers are unlikely to do repeat business with a brand following a bad mobile experience. Access this report to learn why you need to treat your mobile experience as more than an extension of your current customer engagement strategy and how to effectively manage your mobile engagement.
Posted: 21 Nov 2016 | Published: 21 Nov 2016

BoldChat - LogMeIn

5 Ways To Improve Your Customer Experience This Holiday Season
sponsored by BoldChat - LogMeIn
EBOOK: Online shoppers have high expectations, and 82% of consumers have stopped doing business with a brand after just one bad experience. Access this e-book to gain 5 tips on bolstering your customer engagement strategy during this year's holiday season.
Posted: 17 Nov 2016 | Published: 17 Nov 2016

BoldChat - LogMeIn

Enhanced Client Onboarding for Wealth Management
sponsored by Accenture
WHITE PAPER: This paper examines an accelerator for wealth management and Salesforce Financial Services Cloud, exploring how these technologies can help your company succeed in the face of digital disruption. Discover how these tools can boost CRM management, collaboration, analytics, and client onboarding.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Accenture

CRM Trends 2016: ASEAN
sponsored by ComputerWeekly.com
EGUIDE: There's no doubt the future of customer relationship management (CRM) lies in the cloud. This e-guide takes you inside some the organisations in South-East Asia and the rest of APAC who are turning to the cloud to improve their customer service and engagement.
Posted: 14 Nov 2016 | Published: 15 Nov 2016

ComputerWeekly.com

Full-Featured Mobile CRM at your Fingertips
sponsored by Infor
WHITE PAPER: Mobile CRM tools should help put detailed customer information at your fingertips and enable you to perform key actions quickly. Discover features and functions that make these goals a reality when you access key customer information from your mobile device.
Posted: 04 Nov 2016 | Published: 04 Nov 2016

Infor

How Manufacturers Can Use Value Selling to Deliver Great Experiences at Every Touch Point
sponsored by Infor
WHITE PAPER: Learn how manufacturers are developing long-term customer relationships while providing great service to existing customers. Also discover the role of CRM software in value-selling, delivering a consistent experience, and using customer data to build better insight.
Posted: 04 Nov 2016 | Published: 04 Nov 2016

Infor

It's a Mobile World: Is Your Sales Team Equipped For Success?
sponsored by Infor
RESOURCE: 74% of sales organizations have already enabled mobile CRM access. Does your organization fit into that majority, or is it at risk for falling behind? Learn about the state of mobility today and the importance of mobile CRM access for your sales team.
Posted: 03 Nov 2016 | Published: 03 Nov 2016

Infor

RBC Implements Virtual Agents to Improve Online Customer Experiences
sponsored by [24]7
CASE STUDY: RBC, a large financial services institution, wanted to improve customer relations while reducing the number of calls coming into its contact centers. Access this case study to learn how they implemented virtual agents across their banking, direct investing, and insurance websites to enhance the customer experience and improve their bottom line.
Posted: 24 Oct 2016 | Published: 24 Oct 2016

[24]7

Top CRM Lead Management Providers: An Analyst Report
sponsored by Marketo
RESEARCH CONTENT: This Magic Quadrant report by Gartner evaluates 17 CRM lead management providers to help IT leaders make the right choice for their company, in collaboration with marketing, sales, and digital commerce leaders. Uncover an extensive comparison of CRM products and learn who the top performers were in customer experience, innovation, and more.
Posted: 24 Oct 2016 | Published: 06 Sep 2016

Marketo

The Value of Cloud ERP to Your Business
sponsored by NetSuite
WHITE PAPER: Finding the right ERP strategy is critical because it helps perform and improve critical functions like automating core business operations, improving financial compliance, enhancing customer service, and more. Access this buyer's guide to help decide if on-premise ERP is right for your needs or if it's time to consider migrating to the cloud.
Posted: 13 Oct 2016 | Published: 31 Dec 2015

NetSuite

Cox Automotive Turbocharges Cloud Customer Experience
sponsored by Red Hat
RESOURCE: Create a private cloud that provides a self-service IT portal for its resource provisioning—unlocking the potential to support development of new products while avoiding the risk of shadow IT.
Posted: 13 Oct 2016 | Published: 13 Oct 2016

Red Hat

How to Move Beyond Traditional CRM and Modernize Your Customer Service
sponsored by ServiceNow
WHITE PAPER: According to a Forrester study, 80% of businesses believe they deliver a superior customer experience, but only 8% of their customers agree. Explore a holistic approach that brings together people, workflows, and systems to deliver a superior customer experience beyond traditional CRM.
Posted: 26 Sep 2016 | Published: 31 Aug 2016

ServiceNow

Forbes Insights: Using Big Data to Elevate the Customer Experience
sponsored by SAS
EBOOK: This resource explains how you can implement big data analytics to improve your customer's experience. You'll learn how best to tackle data integration challenges and how to share information with customers in an effective manner.
Posted: 09 Sep 2016 | Published: 09 Sep 2016

SAS

Redefining Brand Performance for the 21st-Century
sponsored by SAS
WHITE PAPER: This white paper explains how to most effectively gain insights into your brand's performance through a connected view of customer experience,competencies, commitment and customer insight. Gain ideas on how you can project a strong brand image focused on building your profit.
Posted: 09 Sep 2016 | Published: 09 Sep 2016

SAS

Analytics and the Customer Journey: 7 Best Practices for Delivering a Better Customer Experience
sponsored by SAS
WHITE PAPER: This white paper explores how you can identify the critical factors that detract from a customer experience as well as decide how to rebuild positive experiences by mapping the customer journey. Uncover the 7 best practices for delivering a better customer experience and get helpful advice on data management, metrics, and more.
Posted: 09 Sep 2016 | Published: 09 Sep 2016

SAS

Five Ways CRM Tools Improve Constituent Relationships
sponsored by Infor
WHITE PAPER: When it comes to customer relationships, engagement equals empowerment. Access this white paper to explore five ways CRM tools can help you improve the relationship you have with your customers.
Posted: 08 Sep 2016 | Published: 31 Dec 2015

Infor

Search-Driven BI for a Customer-Centric Business World
sponsored by CA Technologies
EGUIDE: In this expert e-guide, we explore how to tackle the challenges of implementing self-service and leveraging big data for advanced analytics. Inside, learn about a search-driven BI approach that enables faster, more data-driven decision-making with smart, highly automated and easy-to-use analytics tools.
Posted: 28 Nov 2016 | Published: 21 Nov 2016

CA Technologies

Report: Transforming Your Business to Meet Customer Expectations, React to New Challenges
sponsored by SAP
WHITE PAPER: Advanced technology plays an important role in the transition to digital consumer engagement. Learn which tools can enhance your omnichannel potential, along with monitoring and analysis of consumer interactions.
Posted: 14 Oct 2016 | Published: 30 Sep 2016

SAP

Wholesale: SMBs are Using Technology to Sharpen Business Practices, Improve Customer Engagement
sponsored by SAP
WHITE PAPER: The Internet of Things (IoT) can offer new insights and provide more value to customers and consumers. Learn more ways disruptive technology can help you engage your audience and maintain your competitive advantage by reading this report.
Posted: 13 Oct 2016 | Published: 13 Oct 2016

SAP

IDC: How Retailers Can Drive Revenue, Efficiency, and Loyalty with Smart Adoption of Advanced Technology
sponsored by SAP
WHITE PAPER: The digital transformation of retail is changing the buying, sourcing, merchandising, and sales strategies of our in-store past. Learn what your competitors are doing to expand their omni-channel reach, and uncover new ways to approach these changes.
Posted: 12 Oct 2016 | Published: 30 Sep 2016

SAP

Manage Your Contact Center For More Meaningful KPI's
sponsored by Genesys
EGUIDE: In this expert e-guide you'll find some helpful hints as to how you can identify the proper metrics needed to produce meaningful contact center KPI's. In addition, read 7 dos and don'ts of call center management to help you nourish your agent's best CRM practices.
Posted: 06 Oct 2016 | Published: 06 Oct 2016

Genesys

Key Pros and Cons of Salesforce Sales Cloud
sponsored by Salesforce
EGUIDE: In this brief expert guide, explore the pros and cons of Salesforce Sales Cloud. Learn why some users praise Sales Cloud's usability and accuracy, while others mourn its mobile CRM capabilities.
Posted: 05 Oct 2016 | Published: 26 Sep 2016

Salesforce

What to Expect from the Salesforce Sales Cloud Platform
sponsored by Salesforce
EGUIDE: In this expert guide, explore what you can expect from the Salesforce Sales Cloud Platform with account/contact management, marketing, lead management, sales, and analytics features. Learn about the five different editions of this platform, their value, and details about trial periods.
Posted: 29 Sep 2016 | Published: 28 Sep 2016

Salesforce
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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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