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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

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

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

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

Make CRM stick Eight ways to increase CRM adoption in your organization
sponsored by Infor
WHITE PAPER: Are your employees actually utilizing your CRM solution or just checking the boxes to make it look good? Read this paper to learn the 8 ways you can increase CRM adoption across your organization to take full advantage of your CRM solution.
Posted: 18 Aug 2016 | Published: 01 Sep 2017

Infor

The Key to Improving Customer Experience and Decreasing Disloyalty
sponsored by [24]7
WHITE PAPER: Providing customers with a "delightful" experience has become a focus for business differentiation. It's garnered a lot of attention, but is it actually worthwhile? Discover the key to improving customer loyalty and 8 questions that are essential to decreasing disloyalty through reducing customer effort.
Posted: 10 Aug 2016 | Published: 10 Aug 2016

[24]7

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

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

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

Service Cloud Brings Intuitive UI to Customer Service and Support
sponsored by Salesforce.com
EGUIDE: Call center agents need to be able to access customer account information, but historically they have struggled to do so. In this guide, explore how Service Cloud can help you streamline your agents' access to critical customer information, and how the platform's UI and Lightning development architecture play large roles in that.
Posted: 21 Jul 2016 | Published: 19 Jul 2016

Salesforce.com

Improving Customer Service with Knowledge Management Systems
sponsored by Salesforce.com
EGUIDE: Customer service is a battleground on which many companies fight to gain competitive edge. Access an exclusive Q&A with Larry Robinson, Senior VP of Product Management for the Service Cloud, and learn how to create solid customer experience and agent productivity using a knowledge management system.
Posted: 20 Jul 2016 | Published: 19 Jul 2016

Salesforce.com
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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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