CRM Services

WHITE PAPER: Read this white paper to learn how you can properly design and execute A/B tests and other controlled experiments, ensure their integrity, interpret their results, and avoid pitfalls.

Posted: 07 Dec 2018 | Published: 07 Dec 2018

WHITE PAPER: To effectively manage your effort to expand experimental capacity, it's important to "see around the corner" and avoid the missteps that other companies have already made. In this guide, explore a framework to help you build the most efficient strategy and plan possible for operationalizing experimentation.

Posted: 30 Nov 2018 | Published: 30 Nov 2018

WHITE PAPER: Download this white paper to take a look at common tactics that many lead providers and media partners are taking in order to ensure they fulfill on your demand generation "goals" – and what you need to know before signing on the dotted line.

Posted: 21 Nov 2018 | Published: 21 Nov 2018

WHITE PAPER: Omnichannel is how you can meet your customers where they are, wherever they are. In this white paper, explore 5 common misconceptions about omnichannel support, and find out why it's a must-have.

Posted: 25 Oct 2018 | Published: 25 Oct 2018

WHITE PAPER: How does your business compare to your competitors in terms of delivering great customer service? Download this resource for a checklist of tips you should be following to deliver modern customer service, including how to provide an effortless service experience and use modern tech such as IoT devices.

Posted: 16 Oct 2018 | Published: 16 Oct 2018

WHITE PAPER: CX, at its core, is more effective when tailored to a customer's unique needs and preferences. In this white paper, learn how CRM impacts the success of CX programs in many ways. Continue reading to explore more strategies to maximize your CRM's support of CX initiatives.

Posted: 16 Oct 2018 | Published: 16 Oct 2018

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

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

WHITE PAPER: In this white paper, find out what it means to deploy conversational AI for the enterprise to provide new insights and ways to optimize the customer experience. Continue reading to learn how to design one for your business.

Posted: 10 Sep 2018 | Published: 10 Sep 2018

WHITE PAPER: Examine 5 massive sales and marketing gaps that could be costing you time, customers, top-line growth and profit, and how you can transform your business processes with 3 critical tips.

Posted: 30 Mar 2018 | Published: 29 Mar 2018

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

WHITE PAPER: Discover how your organization can provide friction-free customer service experiences, with technology that taps into 5 functional areas, as well as Forrester's Total Economic Impact framework to choose the best customer relationship platform for your business.

Posted: 17 Nov 2017 | Published: 17 Nov 2017

WHITE PAPER: Field service management teams want to keep costs down, while improving their customer service relationships. But reducing costs often hurt customer relationships. Learn how the IoT provides a way for field service organizations to reduce costs and increase efficiency (without sacrificing customer relationships).

Posted: 06 Oct 2017 | Published: 06 Oct 2017

WHITE PAPER: What does it take to turn patients into happy members of your health plan for life? In this white paper, uncover the building blocks of an effective call center strategy in order to make the most of your customer relationships.

Posted: 02 Jun 2017 | Published: 02 Jun 2017

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

WHITE PAPER: In a recent Gatehouse Research survey, 54% of customer service and IT executive respondents cited inconsistent service as their main cause of customer frustration. Access the results to the rest of the survey and see how your peers are answering the tough questions.

Posted: 25 Apr 2017 | Published: 25 Apr 2017

WHITE PAPER: It's time to ask: How do we get more value from Live Chat? In this whitepaper, learn how to take your customer support to the next level and shift from reactive to proactive support by implementing strategies like real-time monitoring and data analysis.

Posted: 21 Apr 2017 | Published: 21 Apr 2017

WHITE PAPER: Consumers are willing to pay 5% or 10% more to purchase from community-responsible companies over others. Access this white paper to learn how to establish a relationship with these consumers and improve your top line.

Posted: 20 Apr 2017 | Published: 20 Apr 2017

WHITE PAPER: 80 percent of businesses believe they deliver a superior customer experience. However, only 8 percent of their customers agree. Download this white paper to explore how to redefine the fundamentals of customer service by bringing together people, workflows, and systems to proactively resolve issues and optimize the service experience.

Posted: 13 Apr 2017 | Published: 13 Apr 2017

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

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

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

WHITE PAPER: You need a customer communications management (CCM) approach that aligns with the customer's need for on-demand communication. This resource provides a seven-point checklist to help you choose the right CCM strategy for your business.

Posted: 20 Jan 2016 | Published: 20 Jan 2016

WHITE PAPER: A customer communications management (CCM) solution helps you manage increasingly digital and diverse customer interaction. Access this informative resource to see an evaluation checklist that'll tell you the 7 core requirements to look for in a CCM solution.

Posted: 15 Jan 2016 | Published: 31 Dec 2015

WHITE PAPER: Customer communications management empowers you to easily engage with customers across multiple delivery channels. Access this helpful resource to learn more about passive and active multi-channeling and to discover the top 3 benefits of each approach.

Posted: 13 Jan 2016 | Published: 31 Dec 2015