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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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Be a Marketing Hero
sponsored by Cxense
WHITE PAPER: If you don't provide a personalized experience, somebody else will – and that's where your customers will keep going back to. Learn more about how you can leverage web app and website personalization in your own company and start keeping your customers.
Posted: 05 May 2017 | Published: 05 May 2017

Cxense

How to Create Compelling CX with Online Personalization
sponsored by Cxense
WHITE PAPER: In an environment where 62% of customers prefer to receive offers and promotions based on previous experiences, learn how to influence purchasing decisions for your demanding audience.
Posted: 04 May 2017 | Published: 04 May 2017

Cxense

How to Increase Your Conversion Rates with Website and App Personalization
sponsored by Cxense
WHITE PAPER: Today, e-commerce retailers need to address the immediate feelings and goals of their followers. Learn how fusing real time data with conventional data from CRM tools set off personalization algorithms to deliver better one-to-one experiences.
Posted: 04 May 2017 | Published: 04 May 2017

Cxense

A New Measure of Sales Success
sponsored by TechTarget
RESOURCE: Companies today seek to learn all they can about their customers—their preferences, their buying patterns. New technology can help, but such sought-after insight won't come easy. In our guide—A New Measure of Sales Success—our experts provide insight on new sales tools, geolocation technology, and data modeling.
Posted: 03 May 2017 | Published: 18 Mar 2014

TechTarget

Sales Force Integration for Dummies
sponsored by INFORMATICA
EBOOK: In this e-book, learn some best practices for integrating Salesforce.comwith your other essential business systems. Discover how to navigate your systems integration lifecycle, 10 do's and don'ts when evaluating a Salesforce integration system, and more.
Posted: 25 Apr 2017 | Published: 31 Dec 2014

INFORMATICA

Customer Experience Leader DirecTV Modernizes to Maintain Their Lead
sponsored by Capriza
CASE STUDY: In this concise case study, learn how DirecTV decided on a mobile app that streamlined processes by enabling real time box activation.
Posted: 20 Apr 2017 | Published: 30 Dec 2016

Capriza

Enable Enterprise Content Management for Salesforce
sponsored by OpenText
WHITE PAPER: This paper explores how to derive optimal value from your content by bringing together ECM and your CRM systems. Discover how you can get a fuller, more insightful picture of your customers by powering Salesforce with ECM.
Posted: 24 Mar 2017 | Published: 31 Dec 2016

OpenText

10 Rules For An Efficient Contact Center
sponsored by West UC
WHITE PAPER: There are new rules emerging for your contact center. Cloud-based technology is shifting how things are done, but you must now streamline your skills and strategies for success. Learn 10 rules that will help you run a more efficient contact center in the wake of the shifting landscape.
Posted: 23 Mar 2017 | Published: 23 Mar 2017

West UC

Strategic Planning Tools for Contact Centers
sponsored by Genesys
WHITE PAPER: This white paper explores how to leverage contact center strategic planning tools to predict performance more accurately and provide comprehensive what-if analysis capabilities. Discover how to get key answers to tough operational questions so that you can react to change faster and with more agility.
Posted: 22 Feb 2017 | Published: 22 Feb 2017

Genesys

Top 5 Salesforce Integration Patterns and Best Practices
sponsored by MuleSoft
WHITE PAPER: This white paper explores how to leverage an integration platform to seamlessly incorporate your deployment of Salesforce. Uncover the 5 most common integration patterns, including data migration, aggregation, bi-directional synchronization, and 2 more.
Posted: 09 Feb 2017 | Published: 31 Dec 2014

MuleSoft

Online Commerce: Plotting a Course to Personalization
sponsored by Sitecore
RESEARCH CONTENT: This report investigates the current state of online commerce, paying particular attention to issues like web content management (WCM) and architecting a continuous customer journey. Uncover the report's key findings about WCM, e-commerce, and more in order to improve your ability to deliver personalized, differentiated customer experiences.
Posted: 07 Dec 2016 | Published: 31 Oct 2016

Sitecore

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

Gartner: Rethinking CRM Customer Service Fundamentals
sponsored by ServiceNow
ANALYST REPORT: To survive in the changing business landscape, your entire enterprise now needs to be involved in customer service, not just one department. This Gartner report takes an in-depth look at the 3 guiding principles of renewing your CRM and customer service strategy for the next generation of customers.
Posted: 19 Apr 2017 | Published: 08 Mar 2016

ServiceNow

Thinking Strategically About ABM
sponsored by TechTarget and Marketo
TRANSCRIPT: Industry leaders TechTarget and Marketo outline the most common challenges of Account-Based Marketing (ABM) strategies and a set of practical practices for 2017.
Posted: 29 Mar 2017 | Published: 29 Mar 2017

TechTarget and Marketo

Webcast: Thinking Strategically About ABM
sponsored by TechTarget and Marketo
WEBCAST: Industry leaders TechTarget and Marketo outline the most common challenges of Account-Based Marketing (ABM) strategies and a set of practical practices for 2017.
Posted: 29 Mar 2017 | Premiered: Mar 29, 2017

TechTarget and Marketo

Creating Personalized Experiences with Real-Time Insights for CEM
sponsored by OpenText
EGUIDE: Creating an engaging and unified multichannel customer experience is a top priority, but many companies find themselves scrambling to adapt. In this expert e-guide, discover how to generate key customer insights in real-time and learn about 4 ways to create personalized experiences.
Posted: 28 Mar 2017 | Published: 21 Mar 2017

OpenText

5 Ways Every Sales Rep Can Accelerate Success with Analytics
sponsored by Salesforce.com
WHITE PAPER: This Salesforce research report explores what to look for in an analytics tool and how to put real-time, critical insights in hands of not only executives but their employees as well. Discover how to unlock the information within your customer data to ensure better decision-making, identify best practices, and align your CRM and BI.
Posted: 27 Mar 2017 | Published: 31 Dec 2016

Salesforce.com

Building a Winning Sales Management Strategy
sponsored by Xactly
EGUIDE: Companies that want to grow often focus on the wrong tactics in their sales management strategy. This can not only lead to missed opportunities, but also to a waning sales culture. In this expert e-guide, discover 4 myths about sales management strategy and 5 tactics that will help you strengthen your sales culture.
Posted: 27 Feb 2017 | Published: 27 Feb 2017


Empowering Health
sponsored by Microsoft
EBOOK: Access this e-book to learn about 4 key health IT areas that support the evolution of healthcare, as well as how 5 health organizations are modernizing with cloud-first, mobile-first solutions.
Posted: 10 Jan 2017 | Published: 10 Jan 2017

Microsoft

5 Must-Have Features in a Marketing Automation Platform
sponsored by Marketo
EGUIDE: Read this comprehensive list of features you should look for before choosing a marketing automation platform. See this breakdown of five key automation areas, with specific clusters of features outlined.
Posted: 29 Dec 2016 | Published: 23 Dec 2016

Marketo

Develop a Multichannel Strategy that Supports Customer Experience Management
sponsored by BoldChat - LogMeIn
EGUIDE: Providing a top class customer experience is the key to customer retention, yet, according to a Forrester survey, only 10% of companies plan to invest in multichannel support. This e-guide explains why a strong multichannel presence is a necessity and walks you through the steps to developing your own strategy.
Posted: 22 Dec 2016 | Published: 20 Dec 2016

BoldChat - LogMeIn

How Supply Chain Partners can Enhance Analytics by Sharing Data
sponsored by Sage Software
EGUIDE: In this e-guide, we examine how sharing data between supply chain partners radically increases their chances of success when predicting customer demand. Find out how to boost data management from logistics to capacity planning, uncover tips for gathering supplemental data, and discover how CRM tools can improve supply chain management.
Posted: 16 Dec 2016 | Published: 14 Dec 2016

Sage Software

Is Online Video Chat the Path to a Personalized Customer Experience?
sponsored by BoldChat - LogMeIn
EGUIDE: In this expert e-guide, customer experience pro Scott Sachs, President of SJS Solutions LLC, examines the maturation of online video chat as an effective tool in contact centers. Discover tips for architecting personalized customer journeys, and learn how to address some of the challenges of video-based customer service.
Posted: 16 Dec 2016 | Published: 14 Dec 2016

BoldChat - LogMeIn

Reaching New Heights In Omnichannel Customer Service
sponsored by BoldChat - LogMeIn
EGUIDE: Today's customer service professionals need to be able to reach out on whatever platform the customer feels the most comfortable with. In this expert e-guide, discover some tips on how to manage successful omnichannel customer service, as well as strategies for employing data monitoring to handle potential problems directly.
Posted: 14 Dec 2016 | Published: 14 Dec 2016

BoldChat - LogMeIn

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
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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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