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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 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

Infor CRM Customers will keep coming back
sponsored by Infor
WHITE PAPER: If you already have a CRM solution, there's a good chance that you are not taking full advantage of it. Many CRM strategies are failing to meet their full potential. Access this infographic to discover how to patch the holes in your CRM strategy.
Posted: 24 Aug 2016 | Published: 24 Aug 2016

Infor

Step-By-Step CRM Data Analytics for Sales Teams
sponsored by Infor
WHITE PAPER: Metrics aren't answers; they are prompts for questions that probe statistics for deeper insight. Discover the simplest way to find the actionable insights hidden in your data analytics. Learn best practices and considerations for using metrics in analytics and see how to turn them into powerful tools.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

Infor

Why CRM is Critical for Value-Selling
sponsored by Infor
WHITE PAPER: Today, salespeople have less control over the sales process than ever before. Discover ways to help salespeople continue to be a valuable part of a transaction with value-selling and CRM by collecting, analyzing, and sharing customer data.
Posted: 22 Aug 2016 | Published: 22 Aug 2016

Infor

Make CRM stick Eight ways to increase CRM adoption in your organization
sponsored by Infor
WHITE PAPER: Are your employees actually utilizing your CRM solution or just checking the boxes to make it look good? Read this paper to learn the 8 ways you can increase CRM adoption across your organization to take full advantage of your CRM solution.
Posted: 18 Aug 2016 | Published: 18 Aug 2016

Infor

The Key to Improving Customer Experience and Decreasing Disloyalty
sponsored by [24]7
WHITE PAPER: Providing customers with a "delightful" experience has become a focus for business differentiation. It's garnered a lot of attention, but is it actually worthwhile? Discover the key to improving customer loyalty and 8 questions that are essential to decreasing disloyalty through reducing customer effort.
Posted: 10 Aug 2016 | Published: 10 Aug 2016

[24]7

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

Customer Experience Analytics: Delivering More Personalized Customer Service
sponsored by zendesk (bime by)
EGUIDE: In this e-guide, explore several customer experience initiatives to help you discern which tactics have the staying power it takes to make a positive impact on your company's ability to integrate analytics into its CRM systems. Find out how to derive actionable insights that can help you create a more personalized customer experience.
Posted: 01 Sep 2016 | Published: 31 Aug 2016

zendesk (bime by)

CRM Survival Guide
sponsored by bpm'online
EGUIDE: As with anything, it is important to start off your CRM initiative on the right foot. The only way to do that is by understanding everything this technology has to offer. From common features to the latest trends, this comprehensive guide breaks down everything you need in order to get started with CRM.
Posted: 31 Aug 2016 | Published: 29 Aug 2016

bpm'online

How to Determine the Best CRM Software for Your Organization
sponsored by bpm'online
EGUIDE: It's no secret that CRM enables you to better serve your customers, thus boosting retention rates. However, you need to ensure that the CRM tool you invest in is the best fit for your organization. In this expert guide, compare features and functionalities of 11 leading market vendors, and receive an overview of the latest CRM trends.
Posted: 30 Aug 2016 | Published: 29 Aug 2016

bpm'online

How an Entertainment Company Improved Marketing with Advanced Analytics
sponsored by Intel Corporation
VIDEO: This brief video explores how Caesars Entertainment, a large and geographically diverse casino company, handled the influx of large unstructured data types. Find out how they updated their analytics strategy to adapt to changing customer needs, create stronger marketing campaigns, and improve overall customer experiences.
Posted: 26 Aug 2016 | Premiered: 26 Aug 2016

Intel Corporation

Service Cloud Brings Intuitive UI to Customer Service and Support
sponsored by Salesforce.com
EGUIDE: Call center agents need to be able to access customer account information, but historically they have struggled to do so. In this guide, explore how Service Cloud can help you streamline your agents' access to critical customer information, and how the platform's UI and Lightning development architecture play large roles in that.
Posted: 21 Jul 2016 | Published: 19 Jul 2016

Salesforce.com

Improving Customer Service with Knowledge Management Systems
sponsored by Salesforce.com
EGUIDE: Customer service is a battleground on which many companies fight to gain competitive edge. Access an exclusive Q&A with Larry Robinson, Senior VP of Product Management for the Service Cloud, and learn how to create solid customer experience and agent productivity using a knowledge management system.
Posted: 20 Jul 2016 | Published: 19 Jul 2016

Salesforce.com

Cloud-Based Business Management Software Guidebook
sponsored by Dell Boomi
EBOOK: This white paper explains how you can get the real-time access to synchronized customer data you need. Discover a cloud-based business management software suite that enables companies to manage core business operations in a single, integrated system, including ERP and CRM.
Posted: 19 Jul 2016 | Published: 19 Jul 2016

Dell Boomi

A Guide to Patient Interaction
sponsored by Avaya TSG
WHITE PAPER: Discover how to enhance the patient experience by automating routine processes and expanding patient interaction outside the hospital. Access now and learn the benefits of proactive outreach, both pretreatment and post-discharge, including fewer preventable readmissions, reduced costs, and more.
Posted: 06 Jul 2016 | Published: 31 Dec 2015

Avaya TSG

Step-By-Step CRM Data Analytics for Sales Teams
sponsored by Infor
EBOOK: Metrics aren't answers; they are prompts for questions that probe statistics for deeper insight. Discover the simplest way to find the actionable insights hidden in your data analytics. Learn best practices and considerations for using metrics in analytics and see how to turn them into powerful tools.
Posted: 05 Jul 2016 | Published: 30 Jun 2015

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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