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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 PracticesReports
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Multi-Channel Customer Experience: The Next Battleground for Mid-Size Businesses
sponsored by Genesys
WHITE PAPER: This paper will discuss the changing nature of the customer experience; outline the need for and benefits of a multi-channel contact center; highlight the key drivers and challenges companies must consider as they embark on this approach; identify what to look for in a vendor partner; and offer best practices for success.
Posted: 11 Sep 2014 | Published: 11 Sep 2014

Genesys

Accelerate Access to Critical Customer Data with Simple Salesforce Migration
sponsored by Scribe Software Corporation
WHITE PAPER: Accurate, consistent integration of data between core systems is no small feat with many hurdles along the path to success. View this whitepaper now to find out 4 primary areas that present challenges to successful integration, and essential tips to avoid them.
Posted: 08 Sep 2014 | Published: 08 Sep 2014

Scribe Software Corporation

Customer experience consistency key to successful CRM
sponsored by TechTarget
RESOURCE: Customer service plays an integral role in business continuity, but in order to provide optimal customer satisfaction you need to access customer information and that takes integration, and a solid security plan. Take this brief survey and gain access to this guide showcasing a new realm of customer service that reaches far beyond the call center.
Posted: 08 Sep 2014 | Published: 18 Mar 2014

TechTarget

Drive Smarter Sales: The Future of Sales Force Automation and Mobile Selling
sponsored by Oracle Corporation
WEBCAST: Sales mobility has grown to more than a preference – remote employees are mandatory to stay ahead of increased competition and meet demands from customers. This webcast, hosted by Gartner analyst Rob Desisto, discusses sales force automation and mobile selling.
Posted: 08 Sep 2014 | Premiered: Sep 8, 2014

Oracle Corporation

How Best-in-Class Sales Teams Maximize Revenue and Customer Experience
sponsored by Oracle Corporation
WHITE PAPER: Customer relationship management (CRM) is an essential ingredient, but success isn't achievable if the customer in CRM is not fully supported by the selling organization. This Aberdeen Group research report displays the dramatic performance differentials between users and non-users of CRM technology.
Posted: 05 Sep 2014 | Published: 30 Jun 2013

Oracle Corporation

The Four Pillars of Effortless Service
sponsored by Salesforce
WHITE PAPER: Providing an effortless service experience is essential to success, though many enterprises struggle with where to begin. This essential resource breaks down the implementation of effortless service into 4 clear steps. View now to find out how to boost your customer retention by providing legendary service.
Posted: 02 Sep 2014 | Published: 02 Sep 2014

Salesforce

How to Build a Successful Customer Engagement Center
sponsored by Salesforce
WHITE PAPER: Customers demand service on their terms – an experience that requires minimal effort and to find a solution easily. View this essential resource now to understand the 5 steps to a successful customer engagement center, and if building a CEC is the right choice for your business.
Posted: 02 Sep 2014 | Published: 02 Sep 2014

Salesforce

Five Ways to Drive Revenue with Customer Service
sponsored by Salesforce
WHITE PAPER: Companies need to maintain flawless customer service to retain business, but many do not know where to start. This informative resource provides 5 ways to drive revenue with exemplary customer service.
Posted: 02 Sep 2014 | Published: 02 Sep 2014

Salesforce

Customer Service - Beyond the Call Center
sponsored by Salesforce
WHITE PAPER: 61% of customers preferring assistance over the phone and 60% over email, so many companies are looking to contact centers for service solutions. This white paper breaks down the essentials of contact centers into key topics, such as understanding the modern customer and defining customer service without a call center.
Posted: 02 Sep 2014 | Published: 02 Sep 2014

Salesforce

Expert Tips for Social CRM Strategies
sponsored by Attensity
EGUIDE: The following expert e-guide explores how organizations can most effectively leverage the social media tools at their disposal – including Twitter, Facebook and Pinterest – to build a loyal customer base and keep one step ahead of the competition.
Posted: 29 Aug 2014 | Published: 29 Aug 2014

Attensity

Five Advantages of Mobile for Customer Service
sponsored by Salesforce
WHITE PAPER: Customers expect a seamless experience, regardless of where reps are located – making mobile more essential than ever. This whitepaper considers 5 reasons why mobile should be part of your service strategy.
Posted: 28 Aug 2014 | Published: 28 Aug 2014

Salesforce

Make the Voice of the Customer Your Business Asset
sponsored by Attensity
WHITE PAPER: Access the following white paper to uncover the top 10 steps to improving your customer experience strategy. Learn what it takes to make the voice of the customer one of your greatest assets; including the technology to consider, focus points, and more.
Posted: 19 Aug 2014 | Published: 19 Aug 2014

Attensity

Build for Change – the Risk of Customerpocalypse
sponsored by ComputerWeekly.com
BOOK: The enterprise must focus on how it engages customers and responds to their expectations, or face Customerpocalypse, writes Alan Trefler, in this extract from his book Build for Change.
Posted: 15 Aug 2014 | Published: 15 Aug 2014

ComputerWeekly.com

Adobe EchoSign for Microsoft Dynamics CRM
sponsored by Adobe EchoSign
WHITE PAPER: Check out the following white paper to examine an electronic signature solution that can enable your business to send, sign, track, and file contracts faster and more efficiently without having to leave your CRM program.
Posted: 13 Aug 2014 | Published: 13 Aug 2014

Adobe EchoSign

Tackling the Challenges of ITSM
sponsored by FrontRange Solutions Inc.
VIDEO: Discover 4 major challenges that are associated with ITSM and how a hybrid solution can tackle them effectively.
Posted: 29 Jul 2014 | Premiered: 02 Jan 2013

FrontRange Solutions Inc.

How A Top E-Commerce Strategy Leads To Strong Sales
sponsored by Adobe EchoSign
EGUIDE: The following expert e-guide provides readers with the top 6 key factors that can make or break a customer's shopping experience. Learn why these 6 areas are so influential to the e-commerce experience and what you can do to improve each facet.
Posted: 01 Jul 2014 | Published: 01 Jul 2014

Adobe EchoSign

Transforming Customer Experience in the New Digital World
sponsored by Genesys
WHITE PAPER: This white paper will show you how taking a holistic approach to digital channels in the contact center and beyond and integrating them into your customer experience strategy allows you to transform the end-to-end customer journey and deliver consistent, seamless and personalized experiences across all channels, touchpoints and interactions.
Posted: 01 Jul 2014 | Published: 01 Jul 2014

Genesys

Top 5 Steps to a World Class Contact Center
sponsored by Genesys
WHITE PAPER: In this expert resource you'll find five key steps to keep in mind when building a world-class contact centre in today's rapidly changing customer landscape.
Posted: 30 Jun 2014 | Published: 31 Dec 2013

Genesys

Staying Competitive and Profitable – Essentials for Customer Experience Success
sponsored by Genesys
WHITE PAPER: This white paper discusses the importance of focusing on the customer experience journey, explores why companies don't get the customer journey right, and discusses how leading companies provide great customer experiences.
Posted: 30 Jun 2014 | Published: 30 Jun 2014

Genesys

Meeting Demands, Exceeding Expectations: The Future of Workload Management
sponsored by Genesys
WHITE PAPER: Customers expect a great end-to-end experience. Wherever work is accomplished in the enterprise, it's all part of the Customer Service Value Chain. Is your enterprise meeting this expectation? What about in the future?
Posted: 30 Jun 2014 | Published: 26 Jun 2014

Genesys

Differentiate your CRM with Cloud-based Customer Service
sponsored by Salesforce
WHITE PAPER: In this booklet, we'll show you what the #1 customer service application, Service Cloud, looks like and how to use the features.
Posted: 16 Jun 2014 | Published: 16 Jun 2014

Salesforce

The Benefits of Social and Cloud-based CRM Tools
sponsored by Microsoft India
EGUIDE: In order to stay competitive, you need to know what customers are saying about your business, and you need to participate in the conversation as well. In this e-guide, learn from CRM experts what makes a social CRM tool successful, and why cloud-based CRM systems may be the right choice for you.
Posted: 17 Jul 2014 | Published: 17 Jul 2014

Microsoft India

Delivering Positive Multi-Channel Customer Experiences
sponsored by Microsoft India
EGUIDE: This essential e-guide delves deep into what it takes to provide integrated multi-channel customer experiences, with insights from experts including Ernan Roman, President of Ernan Roman Direct Marketing.
Posted: 17 Jul 2014 | Published: 17 Jul 2014

Microsoft India

Social Login 101
sponsored by Gigya
WHITE PAPER: View this white paper to learn why social login -- with permission-based access to first-party identity data -- is the better option for getting the kind of information that creates relevant cross-channel experiences. Read now to explore the basics of social login, best practices, and benefits for consumers and businesses.
Posted: 27 Jun 2014 | Published: 27 Jun 2014

Gigya

Best Practices for Knowledge Management
sponsored by KANA
WHITE PAPER: Implementing a knowledge management program in the contact center can improve the efficiency and quality of your services, optimize customer experience, reduce agent training costs, and increase job satisfaction. In this white paper, explore best practices for successful knowledge management implementation in the contact center.
Posted: 24 Jun 2014 | Published: 24 Jun 2014

KANA
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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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