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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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Provide Top Customer Experiences with Faster Customer Care
sponsored by Zendesk
WHITE PAPER: Constellation Research has compiled extensive research and in-depth interviews of businesses that have implemented agile customer care strategies. Discover what analysts have revealed to work for real organizations.
Posted: 07 Dec 2016 | Published: 07 Dec 2016

Zendesk

How to Conquer Distribution and Inventory Management Challenges
sponsored by Sage Software
RESOURCE: Getting a comprehensive view of business processes, integrating new technology with legacy systems, and leveraging automation are all essential parts of modern ERP and inventory management. Discover a simplified approach to distribution and inventory management that leverages mobile, CRM, real-time analytics, and more.
Posted: 22 Nov 2016 | Published: 22 Nov 2016

Sage Software

Enhanced Client Onboarding for Wealth Management
sponsored by Accenture
WHITE PAPER: This paper examines an accelerator for wealth management and Salesforce Financial Services Cloud, exploring how these technologies can help your company succeed in the face of digital disruption. Discover how these tools can boost CRM management, collaboration, analytics, and client onboarding.
Posted: 15 Nov 2016 | Published: 15 Nov 2016

Accenture

CRM Trends 2016: ASEAN
sponsored by ComputerWeekly.com
EGUIDE: There's no doubt the future of customer relationship management (CRM) lies in the cloud. This e-guide takes you inside some the organisations in South-East Asia and the rest of APAC who are turning to the cloud to improve their customer service and engagement.
Posted: 14 Nov 2016 | Published: 15 Nov 2016

ComputerWeekly.com

Full-Featured Mobile CRM at your Fingertips
sponsored by Infor
WHITE PAPER: Whether sales teams are viewing account or contact information, updating an opportunity, scheduling an activity, or logging a call or email to history, they need the tools to help them enhance CX and close deals. Learn about a tool that can help make this a reality.
Posted: 04 Nov 2016 | Published: 04 Nov 2016

Infor

How to Use Value Selling to Deliver Great Experiences at Every Touch Point
sponsored by Infor
WHITE PAPER: Experts estimate that more than 53% of what drives B2B customers to purchase is a salesperson's unique insights. Learn CRM software can help you sell value, not price, to engage the educated customer.
Posted: 04 Nov 2016 | Published: 04 Nov 2016

Infor

RBC Implements Virtual Agents to Improve Online Customer Experiences
sponsored by [24]7
CASE STUDY: RBC, a large financial services institution, wanted to improve customer relations while reducing the number of calls coming into its contact centers. Access this case study to learn how they implemented virtual agents across their banking, direct investing, and insurance websites to enhance the customer experience and improve their bottom line.
Posted: 24 Oct 2016 | Published: 24 Oct 2016

[24]7

Top CRM Lead Management Providers: An Analyst Report
sponsored by Marketo
RESEARCH CONTENT: This Magic Quadrant report by Gartner evaluates 17 CRM lead management providers to help IT leaders make the right choice for their company, in collaboration with marketing, sales, and digital commerce leaders. Uncover an extensive comparison of CRM products and learn who the top performers were in customer experience, innovation, and more.
Posted: 24 Oct 2016 | Published: 06 Sep 2016

Marketo

The Value of Cloud ERP to Your Business
sponsored by NetSuite
WHITE PAPER: Finding the right ERP strategy is critical because it helps perform and improve critical functions like automating core business operations, improving financial compliance, enhancing customer service, and more. Access this buyer's guide to help decide if on-premise ERP is right for your needs or if it's time to consider migrating to the cloud.
Posted: 13 Oct 2016 | Published: 31 Dec 2015

NetSuite

Forbes Insights: Using Big Data to Elevate the Customer Experience
sponsored by SAS
EBOOK: This resource explains how you can implement big data analytics to improve your customer's experience. You'll learn how best to tackle data integration challenges and how to share information with customers in an effective manner.
Posted: 09 Sep 2016 | Published: 09 Sep 2016

SAS

Redefining Brand Performance for the 21st-Century
sponsored by SAS
WHITE PAPER: This white paper explains how to most effectively gain insights into your brand's performance through a connected view of customer experience,competencies, commitment and customer insight. Gain ideas on how you can project a strong brand image focused on building your profit.
Posted: 09 Sep 2016 | Published: 09 Sep 2016

SAS

Analytics and the Customer Journey: 7 Best Practices for Delivering a Better Customer Experience
sponsored by SAS
WHITE PAPER: This white paper explores how you can identify the critical factors that detract from a customer experience as well as decide how to rebuild positive experiences by mapping the customer journey. Uncover the 7 best practices for delivering a better customer experience and get helpful advice on data management, metrics, and more.
Posted: 09 Sep 2016 | Published: 09 Sep 2016

SAS

Five Ways CRM Tools Improve Constituent Relationships
sponsored by Infor
WHITE PAPER: When it comes to customer relationships, engagement equals empowerment. Access this white paper to explore five ways CRM tools can help you improve the relationship you have with your customers.
Posted: 08 Sep 2016 | Published: 31 Dec 2015

Infor

Infor CRM Customers will keep coming back
sponsored by Infor
WHITE PAPER: If you already have a CRM solution, there's a good chance that you are not taking full advantage of it. Many CRM strategies are failing to meet their full potential. Access this infographic to discover how to patch the holes in your CRM strategy.
Posted: 24 Aug 2016 | Published: 24 Aug 2016

Infor

Search-Driven BI for a Customer-Centric Business World
sponsored by CA Technologies
EGUIDE: In this expert e-guide, we explore how to tackle the challenges of implementing self-service and leveraging big data for advanced analytics. Inside, learn about a search-driven BI approach that enables faster, more data-driven decision-making with smart, highly automated and easy-to-use analytics tools.
Posted: 28 Nov 2016 | Published: 21 Nov 2016

CA Technologies

Report: Transforming Your Business to Meet Customer Expectations, React to New Challenges
sponsored by SAP
WHITE PAPER: Advanced technology plays an important role in the transition to digital consumer engagement. Learn which tools can enhance your omnichannel potential, along with monitoring and analysis of consumer interactions.
Posted: 14 Oct 2016 | Published: 30 Sep 2016

SAP

Wholesale: SMBs are Using Technology to Sharpen Business Practices, Improve Customer Engagement
sponsored by SAP
WHITE PAPER: The Internet of Things (IoT) can offer new insights and provide more value to customers and consumers. Learn more ways disruptive technology can help you engage your audience and maintain your competitive advantage by reading this report.
Posted: 13 Oct 2016 | Published: 13 Oct 2016

SAP

IDC: How Retailers Can Drive Revenue, Efficiency, and Loyalty with Smart Adoption of Advanced Technology
sponsored by SAP
WHITE PAPER: The digital transformation of retail is changing the buying, sourcing, merchandising, and sales strategies of our in-store past. Learn what your competitors are doing to expand their omni-channel reach, and uncover new ways to approach these changes.
Posted: 12 Oct 2016 | Published: 30 Sep 2016

SAP

Manage Your Contact Center For More Meaningful KPI's
sponsored by Genesys
EGUIDE: In this expert e-guide you'll find some helpful hints as to how you can identify the proper metrics needed to produce meaningful contact center KPI's. In addition, read 7 dos and don'ts of call center management to help you nourish your agent's best CRM practices.
Posted: 06 Oct 2016 | Published: 06 Oct 2016

Genesys

Key Pros and Cons of Salesforce Sales Cloud
sponsored by Salesforce
EGUIDE: In this brief expert guide, explore the pros and cons of Salesforce Sales Cloud. Learn why some users praise Sales Cloud's usability and accuracy, while others mourn its mobile CRM capabilities.
Posted: 05 Oct 2016 | Published: 26 Sep 2016

Salesforce

What to Expect from the Salesforce Sales Cloud Platform
sponsored by Salesforce
EGUIDE: In this expert guide, explore what you can expect from the Salesforce Sales Cloud Platform with account/contact management, marketing, lead management, sales, and analytics features. Learn about the five different editions of this platform, their value, and details about trial periods.
Posted: 29 Sep 2016 | Published: 28 Sep 2016

Salesforce

Customer Experience Analytics: Delivering More Personalized Customer Service
sponsored by zendesk (bime by)
EGUIDE: In this e-guide, explore several customer experience initiatives to help you discern which tactics have the staying power it takes to make a positive impact on your company's ability to integrate analytics into its CRM systems. Find out how to derive actionable insights that can help you create a more personalized customer experience.
Posted: 01 Sep 2016 | Published: 31 Aug 2016

zendesk (bime by)

CRM Survival Guide
sponsored by bpm'online
EGUIDE: As with anything, it is important to start off your CRM initiative on the right foot. The only way to do that is by understanding everything this technology has to offer. From common features to the latest trends, this comprehensive guide breaks down everything you need in order to get started with CRM.
Posted: 31 Aug 2016 | Published: 29 Aug 2016

bpm'online

How to Determine the Best CRM Software for Your Organization
sponsored by bpm'online
EGUIDE: It's no secret that CRM enables you to better serve your customers, thus boosting retention rates. However, you need to ensure that the CRM tool you invest in is the best fit for your organization. In this expert guide, compare features and functionalities of 11 leading market vendors, and receive an overview of the latest CRM trends.
Posted: 30 Aug 2016 | Published: 29 Aug 2016

bpm'online

How an Entertainment Company Improved Marketing with Advanced Analytics
sponsored by Intel Corporation
VIDEO: This brief video explores how Caesars Entertainment, a large and geographically diverse casino company, handled the influx of large unstructured data types. Find out how they updated their analytics strategy to adapt to changing customer needs, create stronger marketing campaigns, and improve overall customer experiences.
Posted: 26 Aug 2016 | Premiered: 26 Aug 2016

Intel 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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