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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,  … 
CRM Best Practices White Papers (View All Report Types)
1 - 25 of 191 Matches Previous Page  |  Next Page
Rethinking Your Contact Center: How to Engage the Modern Customer
sponsored by 8x8, Inc.
WHITE PAPER: Inside, learn about the challenges in creating an exceptional customer experience, the value of a contact center that supports all channels, and best practices for positively impacting customers.
Posted: 21 Mar 2018 | Published: 31 Dec 2017

8x8, Inc.

The Future of Financial Services in the Digital Revolution
sponsored by Aurea
WHITE PAPER: Explore how financial institutions are responding to digital change to maintain a competitive edge through collaboration.
Posted: 19 Mar 2018 | Published: 19 Mar 2018

NetSuite For Retail: Designed To Satisfy Your Omnichannel Shoppers
sponsored by Oracle NetSuite
WHITE PAPER: Learn about a cloud platform that helps you connect each part of your multi-channel, multi-location retail business, including POS, e-commerce, CRM, marketing, inventory management, and financials.
Posted: 02 Mar 2018 | Published: 31 Dec 2016

Oracle NetSuite

Future-Proof Your Marketing Technology
sponsored by Tealium
WHITE PAPER: Find out how marketers and their teams can attempt to future-proof their architecture by taking a flexibility-first approach that enables seamless data integration, access to unified customer data, analytics, and more.
Posted: 13 Feb 2018 | Published: 31 Dec 2016


What is a Customer Journey Map and Why Do You Need One?
sponsored by Signavio
WHITE PAPER: Take an in-depth look at how your business can benefit from customer journey mapping, and what steps can lead to improved CX and a boost in customer loyalty.
Posted: 24 Jan 2018 | Published: 31 Aug 2017


Your Guide to Omnichannel Customer Support
sponsored by Zendesk
WHITE PAPER: The customer determines the best way to engage with your company based on their needs and preferences. So how can you anticipate which channels a customer will need or want? Learn what omnichannel support entails, how a strategy can benefit your business, what factors are driving channel preferences, and more.
Posted: 30 Oct 2017 | Published: 30 Oct 2017


Providing Great Customer Service Through Social Media
sponsored by Zendesk
WHITE PAPER: One of the first challenges to providing great customer service is where to focus your time and resources. Providing great customer service through social media can be a way to get around this hurdle. Learn how you can get started with developing a social customer service strategy of your own.
Posted: 25 Oct 2017 | Published: 25 Oct 2017


Meet Your Future Power Consumer: Generation Z
sponsored by Adyen
WHITE PAPER: Millennials are in the midst of their professional careers and have a steady income, making them a key shopping demographic. But there's another group poised to cause the next big shift in how we shop (and buy): Enter Generation Z. Discover this future power consumer, and how to give them what they want.
Posted: 13 Oct 2017 | Published: 13 Oct 2017

The Age of the Patient: How CRM Guides Providers in this New Era of Healthcare
sponsored by Salesforce
WHITE PAPER: The shift toward value-based reimbursement and advances in CRM technology has created an opportunity to transform the patient experience. In this e-book, uncover how you can engage your patients and maintain relationships to improve satisfaction in this "Age of the Patient."
Posted: 01 Jun 2017 | Published: 01 Jun 2017


Your Guide to Building Customer Loyalty with Analytics
sponsored by SAS
WHITE PAPER: Happy customers mean a growing business, and for that reason, improving customer service with data analytics should be a top priority. Learn how you can get started on this journey by opening this white paper.
Posted: 26 May 2017 | Published: 26 May 2017


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

Mobile is eating the world: Four ways to rethink customer experiences as mobile-first and mobile-only
sponsored by Sitecore
WHITE PAPER: Access this eBook, written by Brian Solis, globally recognized as one of the most prominent thought leaders in business innovation, to delve into mobile consumer behavior and how it requires a different approach.
Posted: 12 May 2016 | Published: 29 Feb 2016


Leveraging Digital Communications Platforms to Reach the Modern Consumer
sponsored by Mitel
WHITE PAPER: Today's customers demand flexibility from their digital interactions. Discover how you can provide seamless, satisfying digital experiences to your customers through email, text, web chat, and social media in this white paper now.
Posted: 04 May 2016 | Published: 04 May 2016

The New Era of Digital Retail
sponsored by Microsoft
WHITE PAPER: Find out what some of the retail industry's brightest thought leaders from Microsoft and NORA had to say about the changing digital landscape in terms of personalization, omnichannel customer engagement, customer data management, and more.
Posted: 17 Nov 2017 | Published: 17 Nov 2017


Legal services Marketplace Relies on Call Tracking to Demonstrate ROI for Lawyers
sponsored by Twilio
WHITE PAPER: Learn how Avvo implemented trackable numbers with Twilio to satisfy customers, increase conversion rates, deliver metrics, give business a boost.
Posted: 09 May 2017 | Published: 09 May 2017


5 Ways Every Sales Rep Can Accelerate Success with Analytics
sponsored by
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

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


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


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


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


A Guide to Patient Interaction
sponsored by Avaya TSG
WHITE PAPER: Discover how to enhance the patient experience by automating routine processes and expanding patient interaction outside the hospital. Access now and learn the benefits of proactive outreach, both pretreatment and post-discharge, including fewer preventable readmissions, reduced costs, and more.
Posted: 06 Jul 2016 | Published: 31 Dec 2015

Avaya TSG

7 Things You Didn't Know Were Possible with Self Service and Automation
sponsored by Avaya CenturyLink
WHITE PAPER: New paradigms of self service and automation have emerged that make it essential for you to stay current with your customer service strategy. Uncover key information about these paradigms and learn 7 things you didn't know were possible.
Posted: 28 Jun 2016 | Published: 31 Dec 2015

Avaya CenturyLink

Australian Digital Experience Report
sponsored by SAP
WHITE PAPER: 76% of satisfied customers demonstrate brand loyalty. In this report, learn more about how Australian consumer preferences are shifting towards digital channels, and what you can do to close the gap between expectations and delivery.
Posted: 27 Jun 2016 | Published: 27 Jun 2016


Customer Engagement: From Interactions to Relationships
sponsored by Avaya
WHITE PAPER: Improving customer experiences has replaced operational efficiency gains as the top objective in customer care executives' agendas. This Aberdeen report details how "best-in-class" firms are achieving greater customer retention and annual growth as a result. Discover more in the report now.
Posted: 20 Jun 2016 | Published: 31 Mar 2015


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

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