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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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Optimize Sales Performance with Sales Intelligence Tools
sponsored by SearchCRM
EBOOK: How can you determine which sales leads are worth your time and which ones aren't likely to go anywhere? Discover how predictive lead-scoring software can help you zero in on the right prospects and drive better sales performance.
Posted: 29 Feb 2016 | Published: 29 Feb 2016

SearchCRM

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

The State of Customer Experience in Financial Services
sponsored by Infor
WHITE PAPER: This white paper explores the gap between intimate interactions at banking institutions and "always on" digital channels. Learn ways to close it with data and analytics, content management, social media marketing, and more.
Posted: 23 Feb 2016 | Published: 23 Feb 2016

Infor

Top 5 Ways to Succeed with the Millennial Generation
sponsored by Infor
WHITE PAPER: This white paper discusses how you can reach success with Millennial customers, partners, and employees. Unveil 5 tactics that can prepare your business for this tech-savvy generation of consumers.
Posted: 19 Feb 2016 | Published: 31 Dec 2015

Infor

Where to Place Your CX Bets in 2016
sponsored by [24]7 Customer, Inc.
WHITE PAPER: Discover how to accelerate your customer experience (CX) projects' time-to-value by utilizing the latest in digital technology investments, and access 5 expert tips for digital CX. Read on for insights on fostering superior customer experience in your enterprise by honoring the mobile experience.
Posted: 29 Jan 2016 | Published: 29 Jan 2016

[24]7 Customer, Inc.

7 Keys to Delivering a Rock Star Customer Service Experience
sponsored by [24]7 Customer, Inc.
WHITE PAPER: In this resource, you will learn 7 keys to delivering a stellar customer service experience that can differentiate your digital self-service capabilities from your competitors.
Posted: 28 Jan 2016 | Published: 28 Jan 2016

[24]7 Customer, Inc.

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

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 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 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

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

The American Cancer Society's Multichannel Engagement Strategy Success Story
sponsored by Oracle Corporation
EGUIDE: In this e-guide, you will discover how the American Cancer Society's leadership is implementing a sophisticated multichannel engagement strategy to reach all those passionate about their cause. Download now to uncover how this strategy could be useful in helping your organization create meaningful multichannel engagement with your customers.
Posted: 23 Feb 2016 | Published: 17 Feb 2016

Oracle Corporation

Six Signs Your Customer Service Strategy Is Broken
sponsored by Oracle Corporation
EGUIDE: In the "age of the customer" business leaders and decision makers are focusing more than ever on designing customer experiences to attract, engage, and retain finicky consumers. This white paper aims to help CIO's achieve this goal by training them to recognize 6 ineffective customer service strategies.
Posted: 23 Feb 2016 | Published: 16 Feb 2016

Oracle Corporation

Driving multichannel engagement with the voice of the customer
sponsored by Oracle Corporation
EGUIDE: In this e-guide you will learn how the right infrastructure can allow your marketers to harness your existing data to create seamless, integrated experiences for your customers on any channel.
Posted: 23 Feb 2016 | Published: 16 Feb 2016

Oracle Corporation

How to Deliver Mobile and Multichannel Customer Service
sponsored by Microsoft
EGUIDE: This expert e-guide digs into mobile and multichannel CRM strategies that companies are leveraging to connect with customers better. You'll learn how a transit system provides real-time data on arrivals, departures, and delays for bus or train to riders' mobile devices, and much more.
Posted: 22 Feb 2016 | Published: 16 Feb 2016

Microsoft

How Does Social Customer Service Affect Contact Centers?
sponsored by Oracle Corporation
EGUIDE: In this e-guide, our CRM experts discuss how social media is transforming the way contact centers work. Learn strategies and best practices for implementing a social media customer service plan in your contact center.
Posted: 22 Feb 2016 | Published: 11 Feb 2016

Oracle Corporation

Answering Customer Complaints Gracefully on Social Media
sponsored by Oracle Corporation
EGUIDE: This exclusive e-guide digs into the challenges of implementing a social customer service strategy in your enterprise. Uncover considerations on deciding how the organization should interact with customers, which sector of the company should handle these communications, and more.
Posted: 19 Feb 2016 | Published: 11 Feb 2016

Oracle Corporation

The Business Benefits of Managing Cyber Risk and Minimizing Unnecessary Data
sponsored by UnitedLex
EGUIDE: Cyber risk management is becoming an increasingly important area of concern as company directors' realize the limitations of insurance. How can you address this risk and instill confidence in your customer engagement? Find out how to enhance your cyber risk management using 4 key strategies.
Posted: 18 Feb 2016 | Published: 16 Feb 2016

UnitedLex

Social Media Customer Service: Where Companies Go Wrong
sponsored by Oracle Corporation
EGUIDE: This exclusive e-guide explores the disconnect between customer service and social media in companies both large and small. Uncover the risks of ignoring customer service on social media, and learn expert tips to get it right.
Posted: 17 Feb 2016 | Published: 11 Feb 2016

Oracle Corporation

Best Practices for Creating Quota-Busting Sales Reps
sponsored by Oracle Corporation
EGUIDE: Research shows that sales reps are not delivering revenue performance that their managers are counting on. In this expert e-guide, uncover the latest strategies and technologies to help your sales reps transition from always coming up short to crushing their sales quota.
Posted: 03 Feb 2016 | Published: 29 Jan 2016

Oracle Corporation

SaaS CRM Best Practices
sponsored by Microsoft
EGUIDE: This exclusive e-guide discusses the importance of examining a CRM software vendor's ecosystem before signing on the dotted line. Uncover expert tips on how to negotiate the best SaaS service-level agreement for your enterprise.
Posted: 03 Feb 2016 | Published: 01 Feb 2016

Microsoft

Assessing the Benefits of Social and Cloud-Based CRM Tools
sponsored by Microsoft
EGUIDE: Do the cloud and CRM go hand in hand? Most will argue yes, but why? In this expert e-guide, tap into advantages of CRM in the cloud, and learn how technology company Shuttle Cloud uses cloud tools to manage customers, organize sales leads and hire internally. Plus, gain tips for making social CRM tools work effectively in your organization.
Posted: 02 Feb 2016 | Published: 01 Feb 2016

Microsoft

Expert Tips for Social CRM: Why Companies Are Pinning Their Hopes on Pinterest
sponsored by Microsoft
EGUIDE: Discover how you can formulate a winning social CRM strategy, and knock your customers' expectations out of the park. Tap into why Pinterest is piquing the interest of businesses and get an exclusive look at how MLB teams engage with their customers via personalized mobile updates.
Posted: 02 Feb 2016 | Published: 01 Feb 2016

Microsoft

Mapping Your Markets: An Expert Guide to Segmentation
sponsored by Radius
WHITE PAPER: This resource reveals how marketing segmentation best practices can help you understand your best customers, learn more about your market landscape, target your best prospects, and more.
Posted: 28 Jan 2016 | Published: 28 Jan 2016

Radius
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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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