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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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Providing Great Customer Service Through Social Media
sponsored by Zendesk
WHITE PAPER: One of the first challenges to providing great customer service is where to focus your time and resources. Providing great customer service through social media can be a way to get around this hurdle. Learn how you can get started with developing a social customer service strategy of your own.
Posted: 25 Oct 2017 | Published: 25 Oct 2017

Zendesk

Critical Capabilities for Contact Center Infrastructure, Worldwide
sponsored by Genesys
WHITE PAPER: Explore 3 use cases that represent the most common configurations for contact center infrastructure. Plus, find out how to support more engaging, omnichannel customer service and incorporate unified communications and collaboration technology more effectively into your contact center operations.
Posted: 24 Oct 2017 | Published: 22 May 2017

Genesys

CRM Evolves Towards Digital Customer Engagement
sponsored by ComputerWeekly.com
EGUIDE: This e-guide focuses on how customer relationship management has evolved towards engaging with customers through every channel, with digital to the fore.
Posted: 23 Oct 2017 | Published: 23 Oct 2017

ComputerWeekly.com

8 Best Practices to Enhance Consumer Experience & Payment Processing
sponsored by Adyen
WHITE PAPER: Optimizing payments has become key for merchants. Consumers expect swift simplicity and convenience when shopping online or on mobile. Discover 8 best practices to enhance customer experience, and optimize payment processing. Plus, uncover 3 steps to help you move forward with your payment optimization.
Posted: 20 Oct 2017 | Published: 18 Oct 2017


10 Tips to Thrive in the Subscription Economy
sponsored by Adyen
WHITE PAPER: Learn 10 tips to thrive in the subscription economy so that you can improve customer experiences and discover a payment platform designed to help you optimize growth across online, in-app, and in-store channels.
Posted: 18 Oct 2017 | Published: 18 Oct 2017


The CRM Market Today
sponsored by Microsoft
EGUIDE: In this e-guide, uncover how Microsoft is establishing new incentives and compensation strategies to better align field sales and channel partners, and how (and why) Microsoft is planning to focus its future on Dynamics 365, AI and digital transformation. Plus, learn how new CRM tools are revolutionizing engagement.
Posted: 16 Oct 2017 | Published: 16 Oct 2017

Microsoft

Exxel Outdoors Sees Triple Digit Mobile Growth
sponsored by BigCommerce
WHITE PAPER: Exxel Outdoors, a sports and outdoors company, faced a problem: The headache of managing various content and ecommerce systems was weighing on their small team. In this case study, learn how Exxel Outdoors was able to manage their sites effectively and grow their mobile brand with an ecommerce platform.
Posted: 13 Oct 2017 | Published: 13 Oct 2017

BigCommerce

Meet Your Future Power Consumer: Generation Z
sponsored by Adyen
WHITE PAPER: Millennials are in the midst of their professional careers and have a steady income, making them a key shopping demographic. But there's another group poised to cause the next big shift in how we shop (and buy): Enter Generation Z. Discover this future power consumer, and how to give them what they want.
Posted: 13 Oct 2017 | Published: 13 Oct 2017


Context Marketing for Dummies
sponsored by Sitecore
EBOOK: How does a marketer create a personalized customer experience for each customer? To remain relevant, you must rise to the challenges and opportunities offered by context marketing. Begin your journey to successful context marketing with this 5-chapter e-book.
Posted: 02 Oct 2017 | Published: 02 Oct 2017

Sitecore

Research Report Findings: Top 10 Current Customer Service Trends
sponsored by Genesys
RESEARCH CONTENT: In the age of the customer, consumers expect easy, effective, deeply personal service, and this is shaping customer service technology priorities. In this Forrester Research report, learn about the top 10 customer service trends to pay attention to in order to deliver customer service excellence.
Posted: 15 Sep 2017 | Published: 27 Jan 2017

Genesys

Technology Roadmap for Omnichannel Customer Engagement
sponsored by Genesys
WHITE PAPER: Discover how to use a system of engagement approach to enable seamless omnichannel service across all channels and touchpoints, and uncover 4 steps to make your contact center operations omnichannel-ready.
Posted: 31 Aug 2017 | Published: 31 Aug 2017

Genesys

Journey Mapping: An Outside-in Approach to Delivering Great Customer Experiences
sponsored by Genesys
EBOOK: As an essential part of executing your omnichannel strategy, learn how to map out the customer journey across multiple channels by breaking down silos to improve overall customer experiences and brand engagement.
Posted: 29 Aug 2017 | Published: 29 Aug 2017

Genesys

Building the Business Case for Omnichannel
sponsored by Genesys
RESOURCE: Learn how to improve contact center efficiency and manage omnichannel strategies better for both self-service and assisted service channels. Plus, uncover 10 ways to quantify the omnichannel business case.
Posted: 28 Aug 2017 | Published: 28 Aug 2017

Genesys

Removing the Barriers to Automating Quality Assurance
sponsored by NICE Systems, Inc
WHITE PAPER: Explore 4 barriers to true quality management automation in contact centers and how to overcome them. Discover how to get the most out of your quality management processes and data by paving the way for the automation.
Posted: 18 Aug 2017 | Published: 18 Aug 2017

NICE Systems, Inc

Harness the Power of the Cloud to Engage Your Customers, Employees and Business
sponsored by NICE Systems, Inc
WHITE PAPER: Discover how to use a cloud-based workforce management (WFM) platform to simplify, automate, and scale your contact center's WFM infrastructure and operations.
Posted: 17 Aug 2017 | Published: 17 Aug 2017

NICE Systems, Inc

The State of Contact Center Workforce Management
sponsored by NICE Systems, Inc
RESEARCH CONTENT: This ICMI research report examines the role played by workforce management (WFM) in making sure contact centers have the right people with the right skills and resources in place to deliver quality customer service. Uncover the report's key findings and learn how to apply WFM best practices to contact centers.
Posted: 17 Aug 2017 | Published: 17 Aug 2017

NICE Systems, Inc

Omnichannel Strategies and APIs: Redefine Your Customer Relationships
sponsored by MuleSoft
WHITE PAPER: New channels and new ways of interacting with customers emerge rapidly – meaning that creating omnichannel strategies is a key to future-proofing your business, not just a differentiator for the here and now. Explore how an API-led approach helps you deliver successful omnichannel customer experiences.
Posted: 19 Jun 2017 | Published: 19 Jun 2017

MuleSoft

The Public Sector Guide to Social Media Strategy and Policy
sponsored by Smarsh
RESOURCE: This guide outlines some practical steps you can take to develop a social media strategy and policy to help gain the maximum value from your online efforts.
Posted: 15 Jun 2017 | Published: 15 Jun 2017

Smarsh

Creating a Connected Customer Experience: Best Practices & Industry Analysis Report
sponsored by MuleSoft
RESEARCH CONTENT: Customer experience is more important than ever. Increasing numbers of businesses see customer experience as the key battleground, where fortunes can be made or lost. In this research report, discover a number of best practices and barriers to consider when connecting your customer experience to deliver a seamless experience.
Posted: 09 Jun 2017 | Published: 09 Jun 2017

MuleSoft

Take Customer Engagement to New Heights
sponsored by Salesforce
EBOOK: In this e-book, learn how CareFirst BlueCross BlueShield and American Addiction Centers are taking the patient experience to the next level and transforming healthcare service.
Posted: 01 Jun 2017 | Published: 01 Jun 2017

Salesforce

The Age of the Patient: How CRM Guides Providers in this New Era of Healthcare
sponsored by Salesforce
WHITE PAPER: The shift toward value-based reimbursement and advances in CRM technology has created an opportunity to transform the patient experience. In this e-book, uncover how you can engage your patients and maintain relationships to improve satisfaction in this "Age of the Patient."
Posted: 01 Jun 2017 | Published: 01 Jun 2017

Salesforce

Your Guide to Building Customer Loyalty with Analytics
sponsored by SAS
WHITE PAPER: Happy customers mean a growing business, and for that reason, improving customer service with data analytics should be a top priority. Learn how you can get started on this journey by opening this white paper.
Posted: 26 May 2017 | Published: 26 May 2017

SAS

The Customer Engagement Benefits of CRM Tools
sponsored by Microsoft
EGUIDE: In this expert e-guide, explore how Starbucks and Wal-Mart decided to shake up their customer engagement strategies, and the results of doing so. Then, uncover how CRM tools can improve much more than just customer engagement.
Posted: 17 Oct 2017 | Published: 16 Oct 2017

Microsoft

Transform Your Business Digitally to Improve Customer Service and Experience
sponsored by Five9
EBOOK: In the digital age, your business is defined by technology ... and it wants to evolve. Learn about digital transformation as a construct of emerging cloud CRM platforms, cloud contact center and SaaS technologies. Uncover what technology is spurring digital transformation, the impacts of digital transformation, why it's important, and more.
Posted: 28 Sep 2017 | Published: 28 Sep 2017

Five9

Legal services Marketplace Relies on Call Tracking to Demonstrate ROI for Lawyers
sponsored by Twilio
WHITE PAPER: Learn how Avvo implemented trackable numbers with Twilio to satisfy customers, increase conversion rates, deliver metrics, give business a boost.
Posted: 09 May 2017 | Published: 09 May 2017

Twilio
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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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