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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 Create Compelling CX with Online Personalization
sponsored by Cxense
WHITE PAPER: In an environment where 62% of customers prefer to receive offers and promotions based on previous experiences, learn how to influence purchasing decisions for your demanding audience.
Posted: 04 May 2017 | Published: 04 May 2017

Cxense

How to Increase Your Conversion Rates with Website and App Personalization
sponsored by Cxense
WHITE PAPER: Today, e-commerce retailers need to address the immediate feelings and goals of their followers. Learn how fusing real time data with conventional data from CRM tools set off personalization algorithms to deliver better one-to-one experiences.
Posted: 04 May 2017 | Published: 04 May 2017

Cxense

A New Measure of Sales Success
sponsored by TechTarget
RESOURCE: Companies today seek to learn all they can about their customers—their preferences, their buying patterns. New technology can help, but such sought-after insight won't come easy. In our guide—A New Measure of Sales Success—our experts provide insight on new sales tools, geolocation technology, and data modeling.
Posted: 03 May 2017 | Published: 18 Mar 2014

TechTarget

Quoting with Spreadsheets: Is It Costing You More Than You Think?
sponsored by Quosal
WHITE PAPER: This white paper exposes 10 hidden costs of calculating quotes for sales proposals with spreadsheets. Discover how a platform purpose-built for quote automation averts the frustrating, time consuming, and costly tasks associated with tailoring spreadsheets to quoting and empowers your sales teams.
Posted: 03 May 2017 | Published: 03 May 2017

Quosal

Choose the Right Quote & Proposal Automation Solution
sponsored by Quosal
WHITE PAPER: Finding the right quote and proposal automation tool is a key area of sales process automation that businesses often tend to overlook. Discover how to help your sales teams produce timely, accurate, and professional-looking quotes quickly and uncover 9 quote and proposal best practices.
Posted: 03 May 2017 | Published: 03 May 2017

Quosal

Technology Trends in Customer Support Centers
sponsored by Zendesk
WHITE PAPER: In a recent Gatehouse Research survey, 54% of customer service and IT executive respondents cited inconsistent service as their main cause of customer frustration. Access the results to the rest of the survey and see how your peers are answering the tough questions.
Posted: 25 Apr 2017 | Published: 25 Apr 2017

Zendesk

Sales Force Integration for Dummies
sponsored by INFORMATICA
EBOOK: In this e-book, learn some best practices for integrating Salesforce.comwith your other essential business systems. Discover how to navigate your systems integration lifecycle, 10 do's and don'ts when evaluating a Salesforce integration system, and more.
Posted: 25 Apr 2017 | Published: 31 Dec 2014

INFORMATICA

Live Chat: How to Grow Your Business With Proactive Support
sponsored by Zendesk
WHITE PAPER: It's time to ask: How do we get more value from Live Chat? In this whitepaper, learn how to take your customer support to the next level and shift from reactive to proactive support by implementing strategies like real-time monitoring and data analysis.
Posted: 21 Apr 2017 | Published: 21 Apr 2017

Zendesk

Getting to Why in Omnichannel Marketing Attribution
sponsored by SAS
WHITE PAPER: For successful marketing attribution, your digital communications channels must be properly quantified, allocated, analyzed and optimized to realize your business goals. But there are 3 main barriers: Missing data, uncertain data, and big data. Learn how to get around these challenges and develop your attribution strategy.
Posted: 20 Apr 2017 | Published: 20 Apr 2017

SAS

Customer Experience Leader DirecTV Modernizes to Maintain Their Lead
sponsored by Capriza
CASE STUDY: In this concise case study, learn how DirecTV decided on a mobile app that streamlined processes by enabling real time box activation.
Posted: 20 Apr 2017 | Published: 30 Dec 2016

Capriza

In Good Company: The Value of Conscious Consumers
sponsored by Zendesk
WHITE PAPER: Consumers are willing to pay 5% or 10% more to purchase from community-responsible companies over others. Access this white paper to learn how to establish a relationship with these consumers and improve your top line.
Posted: 20 Apr 2017 | Published: 20 Apr 2017

Zendesk

From Cost Center to Profit Center: The Potential ROI of Zendesk
sponsored by Zendesk
WEBCAST: In this 30 minute webinar, Forrester Senior Analyst, Ian Jacobs, discusses the financial impact of Zendesk, a study conducted by Forrester Consulting that examines the costs and benefits of Zendesk to reveal its ROI over a three year period.
Posted: 19 Apr 2017 | Premiered: Jan 31, 2017

Zendesk

The Multichannel Customer Care Report
sponsored by Zendesk
RESEARCH CONTENT: Today's customer wants the personalized experience of human communication but expects the speed and ease of automated services – thereby creating a paradoxical conundrum for businesses. Uncover the key findings of this 2017 customer care report to learn about multichannel strategies for meeting rising expectations.
Posted: 19 Apr 2017 | Published: 19 Apr 2017

Zendesk

4 Top Trends That Are Driving Sales This Year
sponsored by Conga
WHITE PAPER: As we all know, the primary directive in sales is "sell more, sell faster." But the question is; how? Discover the 4 top trends used by innovative companies this year that drive sales.
Posted: 18 Apr 2017 | Published: 18 Apr 2017

Conga

Workforce Transformation Maturity Assessment for Your Organization
sponsored by Dell EMC - CSG & DT
RESOURCE: Access a free workforce technology assessment tool, powered by Forrester Research, to find out how your company stacks up against others.
Posted: 05 Apr 2017 | Published: 31 Dec 2016

Dell EMC - CSG & DT

Transforming Workforce Technology is the Key to Improving Customer Experience
sponsored by Dell EMC - Workstation
RESEARCH CONTENT: This Forrester Research report explains how employee experience, customer experience, and revenue growth are inextricably linked. Discover ways to leverage employee-facing technologies to improve customer experiences.
Posted: 05 Apr 2017 | Published: 30 Sep 2016

Dell EMC - Workstation

A Business Spotlight on Australia and New Zealand
sponsored by Dell EMC - CSG & DT
RESEARCH CONTENT: Businesses in Australia and New Zealand are focusing largely on improving customer experience. Inside this Forrester report, learn some best practices for workforce transformation in these regions.
Posted: 05 Apr 2017 | Published: 31 Oct 2016

Dell EMC - CSG & DT

Thinking Strategically About ABM
sponsored by TechTarget and Marketo
TRANSCRIPT: Industry leaders TechTarget and Marketo outline the most common challenges of Account-Based Marketing (ABM) strategies and a set of practical practices for 2017.
Posted: 29 Mar 2017 | Published: 29 Mar 2017

TechTarget and Marketo

Webcast: Thinking Strategically About ABM
sponsored by TechTarget and Marketo
WEBCAST: Industry leaders TechTarget and Marketo outline the most common challenges of Account-Based Marketing (ABM) strategies and a set of practical practices for 2017.
Posted: 29 Mar 2017 | Premiered: Mar 29, 2017

TechTarget and Marketo

Creating Personalized Experiences with Real-Time Insights for CEM
sponsored by OpenText
EGUIDE: Creating an engaging and unified multichannel customer experience is a top priority, but many companies find themselves scrambling to adapt. In this expert e-guide, discover how to generate key customer insights in real-time and learn about 4 ways to create personalized experiences.
Posted: 28 Mar 2017 | Published: 21 Mar 2017

OpenText

Predict Customer Behavior With the Power of Big Data
sponsored by [24]7
WHITE PAPER: How do you delve down into data to discern customer behavior patterns and discover what content will provide focused and personalized experiences? Explore how to leverage big data and predictive analytics to turn customer data into critical opportunities in order to enhance decision-making and architect a truly unique, positive customer journey.
Posted: 28 Mar 2017 | Published: 28 Mar 2017

[24]7

Enable Enterprise Content Management for Salesforce
sponsored by OpenText
WHITE PAPER: This paper explores how to derive optimal value from your content by bringing together ECM and your CRM systems. Discover how you can get a fuller, more insightful picture of your customers by powering Salesforce with ECM.
Posted: 24 Mar 2017 | Published: 31 Dec 2016

OpenText

10 Rules For An Efficient Contact Center
sponsored by West Corporation
WHITE PAPER: There are new rules emerging for your contact center. Cloud-based technology is shifting how things are done, but you must now streamline your skills and strategies for success. Learn 10 rules that will help you run a more efficient contact center in the wake of the shifting landscape.
Posted: 23 Mar 2017 | Published: 23 Mar 2017

West Corporation

Gartner: Rethinking CRM Customer Service Fundamentals
sponsored by ServiceNow
ANALYST REPORT: To survive in the changing business landscape, your entire enterprise now needs to be involved in customer service, not just one department. This Gartner report takes an in-depth look at the 3 guiding principles of renewing your CRM and customer service strategy for the next generation of customers.
Posted: 19 Apr 2017 | Published: 08 Mar 2016

ServiceNow

5 Ways Every Sales Rep Can Accelerate Success with Analytics
sponsored by Salesforce.com
WHITE PAPER: This Salesforce research report explores what to look for in an analytics tool and how to put real-time, critical insights in hands of not only executives but their employees as well. Discover how to unlock the information within your customer data to ensure better decision-making, identify best practices, and align your CRM and BI.
Posted: 27 Mar 2017 | Published: 31 Dec 2016

Salesforce.com
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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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