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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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Case Study: Learn How EcoBox Shipping Supplies Co. Grew Its Business by 500%
sponsored by NetSuite
CASE STUDY: Learn how EcoBox, a distributor of moving boxes and shipping supplies, were able to expand business capabilities while keeping costs low, and the benefits they gained. Do you want to build efficiency into your own workload, prevent process delays, and improve visibility? Read this case study for ideas on how to get started.
Posted: 18 Jul 2016 | Published: 18 Jul 2016

NetSuite

A Buyer's Guide to ERP Business Management Software
sponsored by NetSuite
WHITE PAPER: The definitions and implementations for ERP seem to vary from one site to the next. These differences, however, underscore the flexibility that can make an ERP system a powerful business management tool. This ERP buyer's guide compares solutions, and weighs the benefits of on-premise vs. cloud ERP.
Posted: 18 Jul 2016 | Published: 31 Dec 2015

NetSuite

Tame Complexity in B2B Commerce
sponsored by UXC Oxygen
WHITE PAPER: The key to effective B2B commerce is to make it incredibly easy for customers to find, learn about, and purchase products -- but that's just on the surface. Discover ways to make B2B commerce profitable by having the right systems in place behind the scenes.
Posted: 14 Jul 2016 | Published: 14 Jul 2016

UXC Oxygen

Build and Manage Highly Personalized Customer Experiences
sponsored by UXC Oxygen
WHITE PAPER: Customers are looking for high-quality, relevant content within tailored, contextual experiences based on their available customer data. Discover fully-integrated strategies and learn to build these experiences into seamless, cohesive omni-channel experiences.
Posted: 14 Jul 2016 | Published: 14 Jul 2016

UXC Oxygen

Deliver Contextual Customer Experiences and Join the Digital Evolution
sponsored by UXC Oxygen
WHITE PAPER: 22% of CEOs believe that business model change dictates the next big thing. Discover why delivering a contextual customer experience is key to meeting new expectations and thriving in the new era, and learn how to integrate all digital and physical touch points for a seamless customer experience.
Posted: 13 Jul 2016 | Published: 13 Jul 2016

UXC Oxygen

Mining Data for a Personalized Customer Experience
sponsored by UXC Oxygen
WHITE PAPER: Discover ways contextual marketing offers the ability to gain insights into each customer's motivations and intent, and how you can leverage these insights to deliver highly targeted and individualized experiences in real time.
Posted: 12 Jul 2016 | Published: 12 Jul 2016

UXC Oxygen

Deploy a Truly Omnichannel Strategy
sponsored by UXC Oxygen
WHITE PAPER: For many companies, making the digital transformation is a huge undertaking. Learn how to be smart with your time and resources as you fully integrate the customer journey across web, mobile, and social channels.
Posted: 11 Jul 2016 | Published: 11 Jul 2016

UXC Oxygen

Creating the Perfect Commerce Experience for the Omni-Channel Customer
sponsored by UXC Oxygen
WHITE PAPER: Customer loyalty is dependent on a brand's ability to deliver a consistent, compelling customer experience regardless of purchase path. Explore actionable strategies for uniting the customer experience for increased loyalty and repeat sales.
Posted: 11 Jul 2016 | Published: 11 Jul 2016

UXC Oxygen

How to Actively Manage Customer Experience with True Proactive Care
sponsored by IBM
WHITE PAPER: Proactive customer care seeks to settle customer complaints before the customer can take direct action. This may sound both ideal and unachievable, but with the wealth of data recently made available to us, proactive engagement looks to is the next step in customer care's evolution. In this white paper, learn what it means to be truly proactive.
Posted: 07 Jul 2016 | Published: 30 Sep 2015

IBM

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

CRM Strategies That Will Keep Customers Coming Back
sponsored by Infor
RESOURCE: 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: 05 Jul 2016 | Published: 30 Jun 2015

Infor

Make CRM Stick: 8 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: 05 Jul 2016 | Published: 27 Feb 2015

Infor

Why CRM is critical for value-selling
sponsored by Infor
WHITE PAPER: 53% of what drives B2B customer purchasing decisions today is a sales person's ability to teach the customer something new or provide valuable insight, but empowered customers don't value sales people anymore. Read on to clarify what value-selling actually is, how it pays off, and learn how company-wide CRM supports it.
Posted: 01 Jul 2016 | Published: 31 Jul 2015

Infor

Customer Experience Is the Battleground
sponsored by Avaya TSG
RESEARCH CONTENT: 81% of customers now expect organizations to deliver multiple lines of communication through an omnichannel presence. Read on to discover what other standards customers are setting and how to meet their expectations when it comes to delivering the best possible customer experience.
Posted: 30 Jun 2016 | Published: 30 Jun 2016

Avaya TSG

Australian Digital Experience Report
sponsored by SAP
WHITE PAPER: 76% of satisfied customers demonstrate brand loyalty. In this report, learn more about how Australian consumer preferences are shifting towards digital channels, and what you can do to close the gap between expectations and delivery.
Posted: 27 Jun 2016 | Published: 27 Jun 2016

SAP

Retailers Get Personal: Using Analytics to Deliver Profitable Customer Experiences
sponsored by Oracle Corporation
WHITE PAPER: Retailers know their challenge isn't just gathering more data, but optimizing the use of the data they currently have. Explore ways to improve everything from supply chain management to the customer experience by leveraging actionable insights.
Posted: 24 Jun 2016 | Published: 24 Jun 2016

Oracle Corporation

Why Omnichannel Experience Delivery is a Full Contact Sport
sponsored by Genesys
EGUIDE: Expert consultants and users from eBay and Boingo Wireless discuss contact center technology trends, mistakes, and best practices. Discover ways to upgrade your existing infrastructure to enhance the customer experience and help your company run more efficiently.
Posted: 21 Jun 2016 | Published: 07 Jun 2016

Genesys

Customer Engagement: From Interactions to Relationships
sponsored by Avaya
WHITE PAPER: Improving customer experiences has replaced operational efficiency gains as the top objective in customer care executives' agendas. This Aberdeen report details how "best-in-class" firms are achieving greater customer retention and annual growth as a result. Discover more in the report now.
Posted: 20 Jun 2016 | Published: 31 Mar 2015

Avaya

Service On-Demand: Diving into the Future of Customer Service
sponsored by Genesys
WHITE PAPER: Backed by the Economist Intelligence Unit, discover an on-demand, omnichannel customer self-service model that can help your organization accommodate consumers in Asia-Pacific regions. Read on to also explore four next steps to embracing disruption and the new age of customer self-service.
Posted: 20 Jun 2016 | Published: 20 Jun 2016

Genesys

Setting up a solid payment foundation
sponsored by CyberSource
WHITE PAPER: Are you making it too hard for your customers to pay for items online? Enabling seamless payment processes can lead to customer retention, loyalty and spending. Discover key factors in payment success with the ability to offer multiple payment options on multiple devices.
Posted: 16 Jun 2016 | Published: 16 Jun 2016

CyberSource

Deliver Upon Customers' Ever-Growing Expectations
sponsored by Genesys
VIDEO: Using one man's adventures in online automotive shopping as an example, you'll explore ways to build exceptional customer relationships across all phases of an omnichannel journey.
Posted: 13 Jun 2016 | Premiered: 13 Jun 2016

Genesys

Customer Experience Is the Battleground
sponsored by Avaya CenturyLink
RESOURCE: 81% of customers now expect organizations to deliver multiple lines of communication through an omnichannel presence. Read on to discover what other standards customers are setting and how to meet their expectations when it comes to delivering the best possible customer experience.
Posted: 29 Jun 2016 | Published: 29 Jun 2016

Avaya CenturyLink

7 Things You Didn't Know Were Possible with Self Service and Automation
sponsored by Avaya CenturyLink
WHITE PAPER: New paradigms of self service and automation have emerged that make it essential for you to stay current with your customer service strategy. Uncover key information about these paradigms and learn 7 things you didn't know were possible.
Posted: 28 Jun 2016 | Published: 31 Dec 2015

Avaya CenturyLink

Trends 2016: The Future of Customer Service
sponsored by ServiceNow
ANALYST REPORT: Today's customer expectations for easy, effective, and personal service are shaping customer service technology priorities. Explore this summary of the top 10 customer service trends that application development and delivery (AD&D) pros and CIOs alike must pay attention to.
Posted: 16 Jun 2016 | Published: 05 Jan 2016

ServiceNow
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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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