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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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Selecting a Cloud-Based Contact Center Solution
sponsored by Genesys
WHITE PAPER: Genesys has acquired assets to bypass the long R&D process required to build from scratch, yet skillfully planned a phased integration to provide customers with cloud functionality they need quickly. Frost & Sullivan is pleased to present Genesys with the 2014 Cloud Contact Center Solutions Company of the Year Award.
Posted: 12 Sep 2014 | Published: 12 Sep 2014

Genesys

5 Steps to Improve the Customer Experience
sponsored by Genesys
WHITE PAPER: Streamlining systems that handle customer requests behind the scenes is essential to preserving the client's experience and retaining their business. This informative white paper dives into the world of optimizing company systems to create efficiency in client requests.
Posted: 11 Sep 2014 | Published: 11 Sep 2014

Genesys

Best Practices for Delivering a Personalized Customer Experience
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

Modernizing your Contact Center
sponsored by TechTarget
RESOURCE: Social media and heightened customer expectations are forcing contact centers to update technology and strategy. To offer outstanding customer service, companies must decide between having a hosted or an on-premises model—or a little of both. Take our survey on CRM and get immediate access to our eguide, The Makings of a Modern Contact Center.
Posted: 08 Sep 2014 | Published: 18 Mar 2014

TechTarget

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

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

Old-Hat Technologies Put a Cap on Customer Care
sponsored by SearchCRM
EBOOK: Contact centers are struggling to stay on top of myriad communication channels. That's why contact center upgrades are on the minds of many. In this three-part guide, veteran IT reporters cover infrastructure trends, strategies and technologies.
Posted: 19 Aug 2014 | Published: 19 Aug 2014

SearchCRM

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

How to Meet and Exceed Customer Demands
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

How to Create a Customer Service Process that Enhances Your Bottom Line
sponsored by Salesforce
EBOOK: Uncover the reality of customer behavior to enhance your revenue and increase your customer satisfaction in this e-book.
Posted: 16 Jun 2014 | Published: 16 Jun 2014

Salesforce

20 Customer Service Practices
sponsored by Salesforce
EBOOK: We surveyed feedback from our customers, product experts and thought leaders to come up with 20 best practices for outstanding customer service. Now we're going to share them with you.
Posted: 16 Jun 2014 | Published: 16 Jun 2014

Salesforce

Strategies for Integrating CRM and Cloud ERP
sponsored by SearchCRM
EBOOK: In this e-guide, Maxcer and other industry experts examine how companies can prepare for cloud integration, and provide a useful step-by-step guide on how to integrate ERP.
Posted: 06 Jun 2014 | Published: 06 Jun 2014

SearchCRM

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

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

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

Hexaware Technologies - IT Services Firm Tackles Global CRM Project, Succeeds with Expert Developer Support
sponsored by Microsoft India
CASE STUDY: This case study explains how one organization was able to ensure the proper development and implementation of their global CRM solution based on Microsoft Dynamics CRM by leveraging expert developer support.
Posted: 16 Jun 2014 | Published: 29 Oct 2010

Microsoft India

Tips for Presenting to Business People
sponsored by Code42
WHITE PAPER: Presenting to "the Business" can be one of the most intimidating things that technical IT pros do as part of their standard job. This guide outlines strategies for giving a top-notch presentation.
Posted: 05 Jun 2014 | Published: 05 Jun 2014

Code42

Tips for Working with "The Business"
sponsored by Code42
WHITE PAPER: This whitepaper explores the future of IT and explains why it belongs to people who are able to translate business visions into technical realities.
Posted: 05 Jun 2014 | Published: 05 Jun 2014

Code42

How to Give a Killer Presentation: Lessons from TED
sponsored by Citrix Online Go To Meeting
WHITE PAPER: In this article, TED's curator describes the process that TED uses to prepare speakers for their presentations- suggestions that are helpful for presentations in any setting.
Posted: 04 Jun 2014 | Published: 30 Jun 2013

Citrix Online Go To Meeting
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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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