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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)
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Negotiating with Salesforce
sponsored by ClearEdge
WHITE PAPER: Negotiating with Salesforce is more than a test of wills. Even fierce negotiators undermine their chances of winning without advanced planning and a disciplined approach. This guide provides a detailed set of best practices.
Posted: 10 Sep 2021 | Published: 10 Sep 2021

ClearEdge

Our Guide To Perfecting The Www.Cloudcall.Com Art Of Conversation
sponsored by CloudCall Ltd
WHITE PAPER: In the age of digital transformation, our conversations have become fragmented across a range of communication channels. This causes difficulties when trying to keep track of what was said, when and on which communication tool. In this guide, explore an overview of the communication landscape and how people converse across the range of channels.
Posted: 11 Nov 2020 | Published: 11 Nov 2020

CloudCall Ltd

If You Don't Live And Breathe Crm Culture, You're Missing Out
sponsored by CloudCall Ltd
WHITE PAPER: CRM has the power to improve management efficiencies, boost customer service and increase profits. But if staff aren’t using it to its full potential, it becomes little more than a glorified address book. What should companies do if they want to make the most of their CRM? Download this white paper to explore 5 actionable tips.
Posted: 05 Nov 2020 | Published: 05 Nov 2020

CloudCall Ltd

Why Emotional Connections Are Vital To Delivering Outstanding Customer Experiences
sponsored by Intrado
WHITE PAPER: Read this white paper to explore research surrounding the impact of emotional connections on good customer experiences, and get tips on establishing these connections with your customers.
Posted: 03 Jun 2020 | Published: 03 Jun 2020

Intrado

Managing through and post COVID-19: Digital imperative for banks to reduce Op-Ex and improve CX
sponsored by Fractal
WHITE PAPER: Recently, Fractal analyzed 4 trends—that have occurred as a result of COVID-19—and the potential impacts they could have on banks. Download the article to explore their analysis, and get tips on managing through and post the pandemic.
Posted: 28 Apr 2020 | Published: 28 Apr 2020

Fractal

Cisco Collaboration Endpoints
sponsored by Global Knowledge
WHITE PAPER: This white paper provides you with product specifications and capabilities for Cisco's phone, desktop, and large screen immersive videoconferencing options.
Posted: 21 Oct 2015 | Published: 21 Oct 2015

Global Knowledge

Cisco Unified Collaboration Solutions Infrastructure Overview
sponsored by Global Knowledge
WHITE PAPER: Learn how Cisco Unified Collaboration infrastructure products can help you provide everything from call control which provides signaling and dial plan support to the expressway series providing firewall traversal for external access.
Posted: 21 Oct 2015 | Published: 21 Oct 2015

Global Knowledge

Digital Clarity Group — Successful Customer Experience Calls for Customer Insight
sponsored by Sitecore
WHITE PAPER: In thsi exclusive white paper glean the essentials of the new CEM. Read on to learn how understanding is the key to earning and keeping empowered consumers.
Posted: 03 Mar 2015 | Published: 30 Apr 2014

Sitecore

Forbes Insights — Customers for Life: Technology Strategies for Attracting and Keeping Customers
sponsored by Sitecore
WHITE PAPER: In this in-depth white paper, learn how to choose the best CMS for customer experience management. Understand this entity from the perspective of the marketer and developer.
Posted: 02 Mar 2015 | Published: 31 Dec 2014

Sitecore

Predictive Analytics: Driving the Right Customer Interactions at the Right Time
sponsored by IBM
WHITE PAPER: This white paper explores how predictive analytics can drive customer intimacy by facilitating effective one-on-one interactions.
Posted: 20 Feb 2015 | Published: 31 May 2010

IBM

6 Steps to Smashing Silos in Your Business
sponsored by Teradata
WHITE PAPER: This informative resource explains the steps that business leaders can take to prevent and break down silos within their organizations, particularly within marketing departments.
Posted: 16 Feb 2015 | Published: 16 Feb 2015

Teradata

Improving the Success of Your Enterprise's Email Marketing Campaigns
sponsored by Teradata
WHITE PAPER: This document outlines some of the standard best practices that can enhance email communications, including: segmentation, personalization, mobile optimization, and landing pages. It also includes mistakes to avoid to increase customer loyalty and nurture incoming leads.
Posted: 13 Feb 2015 | Published: 13 Feb 2015

Teradata

The Age of Social Media: Lead Generation and Brand Authenticity
sponsored by Marketo
WHITE PAPER: This white paper considers the advantages of social media in regards to lead generation. Access now to find out how you can implement a profitable social media strategy by targeting a variety of platforms with specific plans of action, and how your sales leads will benefit.
Posted: 28 Jan 2015 | Published: 28 Jan 2015

Marketo

Content Marketing Essentials: Reach Customers Without Breaking Budgets
sponsored by Marketo
WHITE PAPER: This white paper considers 7 content marketing essentials to deliver quality messages without destroying your budget. Access to now see what your enterprise can do to spike lead generation with the right marketing message.
Posted: 28 Jan 2015 | Published: 28 Jan 2015

Marketo

Top 5 Salesforce Integration Patterns: Practices for Integrating Salesforce
sponsored by MuleSoft
WHITE PAPER: This white paper discusses one system that helps integrate enterprise applications to unleash the true potential of the Salesforce model. Access now to find out how your entire enterprise can capitalize on and benefit from Salesforce integration patterns.
Posted: 22 Jan 2015 | Published: 22 Jan 2015

MuleSoft

3 Pillars of Customer Experience in Today's Connected World
sponsored by Salesforce.com
WHITE PAPER: Access this white paper to learn three steps to meeting customers' rising expectations in today's hyper-connected world: Personalized service, smarter support, and faster connection.
Posted: 19 Jan 2015 | Published: 19 Jan 2015

Salesforce.com

5 Best Practice Steps for B2B and B2C Convergence
sponsored by IBM
WHITE PAPER: Access this Aberdeen research report to find out how customer requirements and cross-channel logistics flow, grow, and coverage – and what that means for your supply chain strategy.
Posted: 05 Dec 2014 | Published: 05 Dec 2014

IBM

Proactively Manage Service Levels - How to Improve Customer Experience, Avoid Penalties, Improve Performance, and Increase Agility
sponsored by Automic
WHITE PAPER: This whitepaper starts by exploring the challenges of meeting SLAs in this new world that we find ourselves in. It then goes on to highlight the critical capabilities needed to proactively manage SLAs and explains how the Automic Business Automation platform provides the capabilities.
Posted: 26 Nov 2014 | Published: 26 Nov 2014

Automic

How APIs Displace ESBs and SOA in the Enterprise
sponsored by Apigee
WHITE PAPER: Powering interactions via apps requires a new architecture. Companies today seek to leverage the latest forms of mobile and rich-client engagement to build new experiences. Enterprises must move from delivering web apps as the primary interaction channel to powering interactions across multiple interactive touch points.
Posted: 18 Nov 2014 | Published: 18 Nov 2014

Apigee

Transforming Customer Experience in the New Digital World
sponsored by Genesys
WHITE PAPER: This white paper will show you how taking a holistic approach to digital channels in the contact center and beyond and integrating them into your customer experience strategy allows you to transform the end-to-end customer journey and deliver consistent, seamless and personalized experiences across all channels, touchpoints and interactions.
Posted: 01 Jul 2014 | Published: 01 Jul 2014

Genesys

How to Meet and Exceed Customer Demands
sponsored by Genesys
WHITE PAPER: Customers expect a great end-to-end experience. Wherever work is accomplished in the enterprise, it's all part of the Customer Service Value Chain. Is your enterprise meeting this expectation? What about in the future?
Posted: 30 Jun 2014 | Published: 26 Jun 2014

Genesys

Social Login 101
sponsored by Gigya
WHITE PAPER: View this white paper to learn why social login -- with permission-based access to first-party identity data -- is the better option for getting the kind of information that creates relevant cross-channel experiences. Read now to explore the basics of social login, best practices, and benefits for consumers and businesses.
Posted: 27 Jun 2014 | Published: 27 Jun 2014

Gigya

Best Practices for Knowledge Management
sponsored by KANA
WHITE PAPER: Implementing a knowledge management program in the contact center can improve the efficiency and quality of your services, optimize customer experience, reduce agent training costs, and increase job satisfaction. In this white paper, explore best practices for successful knowledge management implementation in the contact center.
Posted: 24 Jun 2014 | Published: 24 Jun 2014

KANA

Tips for Presenting to Business People
sponsored by Code42
WHITE PAPER: Presenting to "the Business" can be one of the most intimidating things that technical IT pros do as part of their standard job. This guide outlines strategies for giving a top-notch presentation.
Posted: 05 Jun 2014 | Published: 05 Jun 2014

Code42

Tips for Working with "The Business"
sponsored by Code42
WHITE PAPER: This whitepaper explores the future of IT and explains why it belongs to people who are able to translate business visions into technical realities.
Posted: 05 Jun 2014 | Published: 05 Jun 2014

Code42
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