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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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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

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: 18 Apr 2014 | Published: 18 Apr 2014

TechTarget

CRM, Data Quality, and Sales Productivity: Top Tips for Success
sponsored by Salesforce Data.com
RESEARCH CONTENT: Data quality continues to be one of the greatest challenges for successful CRM efforts. Read this report to learn what Nucleus Research discovered through interviews with Data.com customers, and the benefits that were realized by having access to rich, reliable and relevant data directly within Salesforce.
Posted: 17 Apr 2014 | Published: 31 May 2013

Salesforce Data.com

Overcoming Sales Challenges: Essentials to Success
sponsored by Salesforce Data.com
WHITE PAPER: CSO Insights, a sales and marketing effectiveness research firm, partnered with Salesforce Data.com to research common challenges and best practices related to improving the quality of sales pipeline. Download to learn more about the results from CSO Insights research.
Posted: 17 Apr 2014 | Published: 31 Dec 2013

Salesforce Data.com

5 tips to improve outbound sales
sponsored by Salesforce Data.com
EBOOK: This eBook from Data.com and LinkedIn Sales Solutions - "5 Ways to Improve Outbound Sales Performance" - includes great methods to gain higher quality sales leads, using an approach designed to help you go from being a seller to a trusted advisor.
Posted: 17 Apr 2014 | Published: 17 Apr 2014

Salesforce Data.com

4 Essential Growth Patterns: How Do You Align?
sponsored by Salesforce Data.com
WHITE PAPER: Growing your business depends largely on knowing your customers -- and that requires having the right data, people, and processes in place. To begin the path to sustainable business growth, check out this extensive guide for businesses of all sizes -- from startup to enterprise.
Posted: 17 Apr 2014 | Published: 17 Apr 2014

Salesforce Data.com

Measuring, Monitoring, and Improving Customer Experience
sponsored by IBM
EGUIDE: In this SearchCRM.com expert e-guide, find insights from leading organizations and industry authorities to help you address the challenges of monitoring and measuring your CEM strategy. Also inside, find 10 steps for improving your customer experiences.
Posted: 24 Mar 2014 | Published: 24 Mar 2014

IBM

Best Practices in Customer Experience Management
sponsored by IBM
EGUIDE: In this e-guide from the experts at SearchCRM.com, find out why social media has become a powerful tool for customer experience management (CEM), and discover what you can do to drive social media success.
Posted: 24 Mar 2014 | Published: 24 Mar 2014

IBM

Digital CRM and the Customer Experience
sponsored by IBM
EGUIDE: This e-guide from the experts at SearchCRM.com describes why digital technologies are proving to be the "next big thing" in the world of CRM, and explores the strategies that small businesses are using to stay competitive in e-commerce.
Posted: 24 Mar 2014 | Published: 24 Mar 2014

IBM

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

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

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

Multichannel Contact Centers: Metrics and Realities
sponsored by Five9
EGUIDE: This expert e-guide discusses the new multichannel realities of the contact center and explores how technologies have started to reflect these changes, as well as tips for benchmarking these new metrics. While there is no agreed-upon industry standard for call center metrics, you can review 11 of the most important ones inside.
Posted: 03 Jun 2014 | Published: 03 Jun 2014

Five9

3 Reasons Why CEM Is the Place to Innovate
sponsored by OpenText
WEBCAST: The following webcast intends to clarify the current state of customer experience management and how companies can start powerful initiatives of their own. Tune in now to find out how CMOs and CIOs need to work together to make CEM take flight, what needs to be addressed, and much more.
Posted: 19 May 2014 | Premiered: May 19, 2014

OpenText

Social Media: A Unified Strategy for Success
sponsored by Hootsuite
WHITE PAPER: In order to uncover the true value of social media, companies should employ a unified social media strategy across all departments. View this informative white paper to learn how to craft a cross-functional approach to social media, and explore the challenges and opportunities for social media in various departments.
Posted: 16 Apr 2014 | Published: 16 Apr 2014

Hootsuite

Social Media Education: The New Edge for Success
sponsored by Hootsuite
WHITE PAPER: Did you know that according to a report by the McKinsey Global Institute, business can unlock up to $1.3 trillion in business value by leveraging social technologies?  However, if your company isn't armed with the right knowledge, tools, and skill set, those financial (and other CRM) benefits will be out of reach.
Posted: 15 Apr 2014 | Published: 15 Apr 2014

Hootsuite

Best Practices For Setting Up a Lead Nurturing Program
sponsored by Act On
WHITE PAPER: In this report, Matt Heinz, President of Heinz Marketing and his fellow thought leaders demystify lead nurturing, offering best practices that you can follow when developing your own winning program.
Posted: 11 Apr 2014 | Published: 31 Dec 2012

Act On

Best Practices for a Lead Management Strategy
sponsored by Act On
WHITE PAPER: Well-executed, lead management strategies can produce significant savings, reduce time spent in the funnel, and bring sales and marketing into closer concert -- so what constitutes a solid lead management strategy?
Posted: 11 Apr 2014 | Published: 31 Dec 2013

Act On

Understanding the Millennials
sponsored by SDL
WHITE PAPER: In this resource, explore the results of a 2014 survey on how Millennials operate as consumers, so you can use that information to optimize your marketing strategy and business processes. Find out how Millennials share personal data, how they relate to mobile devices, how they'd like to connect with companies, and more.
Posted: 07 Apr 2014 | Published: 07 Apr 2014

SDL

Google+ Guide
sponsored by Oracle Corporation
WHITE PAPER: This guide explores some best practices for utilizing Google+ as an effective user engagement strategy.
Posted: 27 Mar 2014 | Published: 31 Dec 2013

Oracle Corporation
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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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