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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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10 Tips for CRM Data Quality Success
sponsored by Trillium Software
WHITE PAPER: This e-book highlights how to initiate a data quality project and maintain it over time in support of your ongoing CRM efforts. Uncover 10 tips for CRM data quality success.
Posted: 21 Jan 2016 | Published: 21 Jan 2016

Trillium Software

5 Ways Wholesale Distributors Can Succeed with the Millennial Generation
sponsored by Infor
WHITE PAPER: This resource features a checklist of five tactics that can help you prepare your business to succeed with the next generation of customers, partners and employees. Access now and you'll also unlock the details and benefits of each tactic.
Posted: 20 Jan 2016 | Published: 20 Jan 2016

Infor

The Social Media Guide: Practical Tips to Drive Sales
sponsored by Microsoft
WHITE PAPER: This white paper is the salesperson's complete guide to social media selling strategies that make a meaningful impact on customers. Discover what it means to be a social seller, best practices to make the sale, and more.
Posted: 19 Jan 2016 | Published: 19 Jan 2016

Microsoft

How to Balance Conflicting Goals in CRM
sponsored by Microsoft
WHITE PAPER: This white paper discusses the importance of striking a balance between meeting customers' immediate needs, securing their long term loyalty of the brand, and the need to control the cost of operations. Uncover 5 common CRM approaches, and learn which one can help you overcome some of your core business challenges.
Posted: 18 Jan 2016 | Published: 18 Jan 2016

Microsoft

Delivering Effective CRM Today: A Look Into New, Dynamic Approaches
sponsored by Microsoft
WHITE PAPER: This white paper discusses dynamic approaches for delivering effective CRM for today's on-the-go, mobile lifestyles. Plus, learn how an organization used next-gen CRM to bring order to their disparate systems and data while driving better customer experiences.
Posted: 18 Jan 2016 | Published: 18 Jan 2016

Microsoft

CRM Integration: Boost Customer Retention and Tap into Hidden Opportunities
sponsored by Infor
WHITE PAPER: The culprit of weak customer retention is an outdated business model that focuses on products and services, not the needs of your loyal fan base. Access this infographic to learn how a better CRM strategy can lead to a higher customer renewal rate.
Posted: 18 Jan 2016 | Published: 18 Jan 2016

Infor

Buyer's Guide: Optimize Your Customer Engagement with CCM
sponsored by Kofax from Lexmark
WHITE PAPER: A customer communications management (CCM) solution helps you manage increasingly digital and diverse customer interaction. Access this informative resource to see an evaluation checklist that'll tell you the 7 core requirements to look for in a CCM solution.
Posted: 15 Jan 2016 | Published: 31 Dec 2015

Kofax from Lexmark

Online domain maturity
sponsored by ComputerWeekly.com
ANALYST REPORT: Analysts Bob Tarzey and Clive Longbottom explain how organisations can provide a top-rate online experience for their customers
Posted: 13 Jan 2016 | Published: 14 Jan 2016

ComputerWeekly.com

Building Your Brand Around Better Service
sponsored by Plantronics
WHITE PAPER: In this white paper you will explore the ways customer service centers can make small, incremental changes to deliver service quality that customers now demand. Discover how a shift to a customer-centric model can maintain these gains and help build your brand in the face of growing customer power, expectations, and scrutiny.
Posted: 13 Jan 2016 | Published: 31 Dec 2015

Plantronics

Noise in the Customer Service Center
sponsored by Plantronics
WHITE PAPER: In this white paper learn why background noises are lowering productivity, increasing stress, and headaches. Discover how you can mitigate the effects of noise in your organization's contact center.
Posted: 12 Jan 2016 | Published: 12 Jan 2016

Plantronics

CRM Success Stories: Shell Card Services
sponsored by Microsoft
WHITE PAPER: By bringing its CRM approach up to speed, Shell enhanced sales and revenue growth. Access this infographic and learn how you can achieve similar benefits.
Posted: 08 Jan 2016 | Published: 25 Jun 2015

Microsoft

Self-Service CRM Success Stories: Metro Bank
sponsored by Microsoft
WHITE PAPER: CEO Craig Donaldson can attest firsthand how self-service CRM not only helped his colleagues engage people, but also helped Metro Bank stand out in the financial services industry for its exceptional customer focus. Learn how Metro Bank delivered a consistent customer journey and turned customers into fans.
Posted: 08 Jan 2016 | Published: 23 Jun 2015

Microsoft

Customer Experience Transformation: The Imperative Need for Digitization
sponsored by Avaya
WHITE PAPER: This white paper provides the fundamental building blocks of your omnichannel transformation. Read on and learn how to reach new sets of customers and grow the value of existing ones.
Posted: 07 Jan 2016 | Published: 07 Jan 2016

Avaya

CRM Stories: Rogerseller
sponsored by Microsoft
RESOURCE: In this resource, Rogerseller's Geraldine Smallacombe illustrates how she was able to give her customers a more dynamic journey. Access now and learn how to achieve a social presence that engages customers and gauges sentiment, in-depth knowledge of preferences and profiles that results in better targeting, and more.
Posted: 07 Jan 2016 | Published: 24 Jun 2015

Microsoft

Accelerate the Pace of Change to the Digital Enterprise
sponsored by Avaya
WHITE PAPER: In this white paper, you will examine several strategies to accelerate the pace at which you communicate with customers in increasingly mobile-centric ways. Read on to adopt a mobile-first mindset and combine the best components to bolster your digital enterprise with unified communications (UC).
Posted: 07 Jan 2016 | Published: 30 Jun 2015

Avaya

Global CRM: Grant Thornton Fosters Collaboration, Drives Sales, and Impresses Clients
sponsored by Microsoft
CASE STUDY: This case study outlines the global CRM strategy an accounting organization used that allowed them to experience a 450% jump in the number of sales opportunities tracked by their system. Learn how to use CRM to foster collaboration, drive sales, and impress clients.
Posted: 07 Jan 2016 | Published: 25 Jun 2015

Microsoft

CRM Stories: Wintec
sponsored by Microsoft
WHITE PAPER: To manage the database of its newly established alumni group, the Waikato Institute of Technology (Wintec) required a flexible and efficient CRM system. Access this case study to learn how chief executive Lisa Pemberton of Wintec implemented a CRM strategy that allowed her alumni group to enhance relationship management with highly visible data.
Posted: 06 Jan 2016 | Published: 06 Jan 2016

Microsoft

Case Study: Nissan Motor Company Achieves Omotenashi
sponsored by Microsoft
WHITE PAPER: In this case study, learn how Nissan developed a CRM strategy to better understand customers' individual needs long after they purchase a car. Access now to learn how their strategy can help you anticipate what the customer wants.
Posted: 06 Jan 2016 | Published: 06 Jan 2016

Microsoft

How the Sales Landscape has Changed
sponsored by Microsoft
WHITE PAPER: Backed by useful stats on how your peers are selling effectively, this detailed infographic reveals 3 steps to optimal sales. Tap this resource and discover details of each step that can help you deliver the distinctive client experience.
Posted: 06 Jan 2016 | Published: 06 Jan 2016

Microsoft

Manufacturers Turn to the Internet of Things to Boost Customer Engagement
sponsored by Infor
WHITE PAPER: Access this white paper to explore how investing in the right CRM solution can help you grow your IoT approach, as well as support your customer-centric initiatives.
Posted: 04 Jan 2016 | Published: 04 Jan 2016

Infor

Digital Marketing Redefines Sales and the Customer Experience
sponsored by Infor
WHITE PAPER: This white paper discusses how marketers have reprioritized their practices to benefit their bottom line. Discover how, by using data analytics and various personalization tactics, these leaders are able to raise the bar for themselves, their organizations, and their customers.
Posted: 03 Jan 2016 | Published: 03 Jan 2016

Infor

How to Drive Efficiency in Multi-Channel Campaigns
sponsored by Microsoft
WHITE PAPER: This solution brief explores how you can consolidate your lead management, sales collaboration, social marketing, and analytics into a single platform. Learn how you can plan, execute, and measure multi-channel campaigns easily.
Posted: 31 Dec 2015 | Published: 31 Dec 2014

Microsoft

Nail Personalization with 6 Key Customer Service Capabilities
sponsored by Microsoft
WHITE PAPER: This data sheet describes ways to empower agents with a single, unified experience to provide amazing customer service with cross-channel context. Uncover strategies for earning customer loyalty and staying agile.
Posted: 31 Dec 2015 | Published: 31 Dec 2014

Microsoft

Social Engagement for your Customer Experience Management: An Overview
sponsored by Microsoft
PRODUCT OVERVIEW: In this resource, you will learn how to assist your teams in connecting with customers, prospects, and partners on social media via Microsoft Dynamics CRM. Read on now to find new social insights about your brand, products, and services to maximize engagement.
Posted: 31 Dec 2015 | Published: 31 Dec 2015

Microsoft

The State of Customer Experience in Retail
sponsored by Infor
WHITE PAPER: 70% of brands fail to take advantage of exciting new opportunities to build and maintain a profitable audience. Don't be one of them - access this guide to uncover five best practices for creating personalized customer experiences in retail.
Posted: 28 Dec 2015 | Published: 28 Dec 2015

Infor
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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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