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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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How to Integrate Disjointed Contact Center Systems
sponsored by Mitel Networks Limited
VIDEO: This brief video takes a closer look how you can deploy and configure an integrated contact center platform. Learn how the functions of a modern contact center work together.
Posted: 07 Mar 2016 | Premiered: 07 Mar 2016

Mitel Networks Limited

How to Drive Project Management and CRM Success
sponsored by Insightly
WHITE PAPER: This infographic discusses how, with the right tools and strategies in place, you can drive success with both project management and customer relationship management. Explore cloud-based strategies to see how they can benefit your business.
Posted: 07 Mar 2016 | Published: 07 Mar 2016

Insightly

What's The Right CRM Application For My Business?
sponsored by Insightly
WHITE PAPER: In this white paper, learn how to choose a CRM application that can help you improve customer experiences, drive efficiency, and enable your business to grow.
Posted: 07 Mar 2016 | Published: 07 Mar 2016

Insightly

Aligning CRM Metrics with Business Goals
sponsored by Insightly
EGUIDE: This exclusive e-guide unveils the latest best practices for aligning CRM metrics with business goals. You'll learn expert tips on leveraging metrics for Salesforce and the call center, as well as uncover the importance of keeping metrics to a minimum.
Posted: 07 Mar 2016 | Published: 03 Mar 2016

Insightly

5 Ways to Drive Better Sales Results
sponsored by Oracle Corporation
WHITE PAPER: This brief resource takes a look at how sales teams can drive better results with a cloud-based CRM strategy. Discover 5 tips to connect and empower your sales team.
Posted: 03 Mar 2016 | Published: 31 Dec 2015

Oracle Corporation

CSO Insights Webcast: Raising the Bar on Sales Attainment
sponsored by Microsoft
WEBCAST: In this webcast, Barry Trailer, co-founder of CSO Insights, discusses the role of relationships in the new world of today's buyer, and how these relations impact the ability of sellers to reach their goals.
Posted: 03 Mar 2016 | Premiered: Mar 3, 2016

Microsoft

Meet the Experts! Special Edition: Get a Handle on Your Sales Issues
sponsored by Microsoft
WEBCAST: In this webinar, Barry Trailer, Co-founder of CSO Insights research firm, will help address your top sales barriers. Discover several proven methods to capture new accounts and optimize lead generation.
Posted: 03 Mar 2016 | Premiered: Mar 3, 2016

Microsoft

3 Must-Haves to Improve Sales Performance
sponsored by Microsoft
WEBCAST: In this exclusive webcast, Marie Huwe, WW General Manager for Microsoft Dynamics, and Barry Trailer, Co-founder of CSO Insights, examine the 3 must haves to improve your sales performance. Tune in now to leverage your CRM strategies to boost sales.
Posted: 03 Mar 2016 | Premiered: Mar 3, 2016

Microsoft

Cross Channel Engagement with Oracle WebCenter Sites and Oracle Marketing Cloud
sponsored by Oracle Corporation
WHITE PAPER: Download this white paper now to discover why unified customer engagement is today's most important marketing practice. Read on to learn also how the cloud can boost your customer engagement across all channels—including online commerce, corporate sites, mobile, social, in-store, and service.
Posted: 03 Mar 2016 | Published: 03 Mar 2016

Oracle Corporation

A Cloud Platform for Digital Business
sponsored by Oracle Corporation
WHITE PAPER: Discover in this paper how to build a foundation for your digital cloud platform using existing middleware, which will enhance applications, business processes, and entire line-of-business offerings—without major retooling. Read on to leverage your existing assets to facilitate digital transformation.
Posted: 03 Mar 2016 | Published: 30 Jun 2015

Oracle Corporation

Reaching New Heights in Omnichannel Customer Service
sponsored by Zendesk
EGUIDE: This e-guide offers expert advice for creating a successful omnichannel customer experience by utilizing a unified user interface (UI), service clouds, self-service tools, and more. You'll also learn how to implement a unified contact record for customer interactions so that you can create a consistent, satisfying experience for your customers.
Posted: 02 Mar 2016 | Published: 26 Feb 2016

Zendesk

How CRM Can Transform the Sales Process at Every Stage
sponsored by Insightly
WHITE PAPER: This white paper digs into how CRM can transform your sales process during every stage. Discover how you can streamline lead management, customer communication, sales quotes, and more tasks to drive greater profit.
Posted: 01 Mar 2016 | Published: 01 Mar 2016

Insightly

Sales Tools Transform Prospects Into Customers
sponsored by SearchCRM
EBOOK: A recent report shows that 44% of respondents are only somewhat confident in the information generated by their sales forecasts. This expert e-guide explores how you can leverage sales intelligence tools to more effectively identify and target potential customers.
Posted: 29 Feb 2016 | Published: 29 Feb 2016

SearchCRM

Is Social The New Customer Call Center?
sponsored by Oracle Corporation
WEBCAST: Companies need to adapt their customer service for social consumers, but social service is more than just resolving issues – it drives brand reputation. In this webinar, discover how your organization can work with Twitter to create, improve, and transform customer service solutions for your brand.
Posted: 29 Feb 2016 | Premiered: Feb 29, 2016

Oracle Corporation

Video: Users Discuss Oracle Sales Cloud
sponsored by Oracle Corporation
RESOURCE CENTER: View today's featured video that'll only take up two minutes of your day as you hear how early adopters rate all the pros and cons associated with Sales Cloud and how it stacks up against other popular solutions (and Salesforce in particular).
Posted: 26 Feb 2016 | Published: 26 Feb 2016

Oracle Corporation

Service in the Cloud: Retain Happier Customers
sponsored by Oracle Corporation
RESOURCE CENTER: Where can you go for the latest sales, CRM, and customer experience information? Click through now to view "Service in the Cloud: Retain Happier Customers" and gain access to valuable videos, white papers, and other resources to help your organization navigate its customer service journey.
Posted: 26 Feb 2016 | Published: 26 Feb 2016

Oracle Corporation

Creating Exceptional Digital Experiences
sponsored by Oracle Corporation
WHITE PAPER: Digital experiences have become the cornerstone of just about every customer experience. And engaging with customers can now happen on any channel. Download this white paper now to discover how your organization can engage with customers in the digital world.
Posted: 26 Feb 2016 | Published: 26 Feb 2016

Oracle Corporation

Are You Customer-Centric? Why Manufacturers Are Adding Services
sponsored by Infor
WHITE PAPER: Make sure your company is positioned to meet the customer expectations and demands that will result from offering new services. Read on and learn ways to capture the data needed to truly understand what services add value for customers.
Posted: 26 Feb 2016 | Published: 26 Feb 2016

Infor

How to Set Up a Lead Nurturing Framework
sponsored by Microsoft
WHITE PAPER: This e-book shows you how you can set up a formal framework for lead nurturing campaigns, enabling more transparency between sales and marketing in all stages of the buying process.
Posted: 25 Feb 2016 | Published: 25 Feb 2016

Microsoft

Top 10 Customer Service Trends for 2016
sponsored by Zendesk
RESEARCH CONTENT: This report by Forrester discusses the top 10 customer service trends for 2016. Uncover statistics, key takeaways, and expert tips for CRM success.
Posted: 25 Feb 2016 | Published: 05 Jan 2016

Zendesk

How to Select a CRM Tool
sponsored by Microsoft
EGUIDE: This expert e-guide offers considerations for buying the right CRM tool. You'll also take a closer look into Microsoft Dynamics CRM 2015 for a breakdown of features and functions.
Posted: 24 Feb 2016 | Published: 17 Feb 2016

Microsoft

How to Set Up a Formal Sales Framework
sponsored by Microsoft
WHITE PAPER: Learn how you can put a formal sales framework in action to show marketing's impact on pipeline and revenue. Uncover how to track results across 5 lead stages: inquiry, marketing qualification, sales acceptance, sales qualification, and close.
Posted: 24 Feb 2016 | Published: 24 Feb 2016

Microsoft

How Social Business Builds A Better Customer Experience
sponsored by Infor
WHITE PAPER: Today's social media users know when you take their grievances seriously, versus when you're just telling them what they want to hear. Learn ways to show your audience that you take action when addressing their concerns and fixing problems.
Posted: 24 Feb 2016 | Published: 24 Feb 2016

Infor

Mobile CRM: Conquering the Data Integration Challenge
sponsored by Microsoft
EGUIDE: Without an effective way to integrate data from disparate systems, your mobile CRM can't help you optimize the customer experience. This expert guide explores how companies have overcome their data integration challenges to improve their mobile CRM.
Posted: 24 Feb 2016 | Published: 16 Feb 2016

Microsoft

How Metro Bank Creates Happy Customers
sponsored by Microsoft
CASE STUDY: This case study discusses how Metro Bank employed a CRM self-service tool, giving front-line agents quick access to the right information so they can deliver exceptional customer service.
Posted: 24 Feb 2016 | Published: 24 Feb 2016

Microsoft
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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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