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ALSO CALLED: eCRM Services
DEFINITION: Services that include strategy formulation, software selection, software implementation, business process improvement, team/end-user training, and deployment.
CRM Services White Papers (View All Report Types)
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Connect Sales and Service Around the Customer
sponsored by Salesforce
WHITE PAPER: Download this white paper to explore common deployment methods for CRM systems, and considerations you should review prior to an investment.
Posted: 08 Jul 2020 | Published: 08 Jul 2020

Salesforce

Get up, running, and operating with Adobe's in-house solution experts
sponsored by Adobe
WHITE PAPER: Organizations are increasingly turning to solutions like Adobe's Experience Full Services to help them deliver the best possible experience for their customers. Learn about the platform and its features in this white paper.
Posted: 07 Jul 2020 | Published: 07 Jul 2020

Adobe

Budgeting, Planning and Forecasting
sponsored by OneStream Software LLC
WHITE PAPER: Access this white paper to learn the 6 steps to gain agility in strategic, financial, and operational planning with OneStream.
Posted: 01 Jul 2020 | Published: 01 Jul 2020

OneStream Software LLC

Making the Switch: How 8 Companies Improved Customer Experience with Zendesk
sponsored by Zendesk
WHITE PAPER: Businesses live and die with their customer experience, which can be a problem as your company grows and you need to scale up your customer service infrastructure. But it’s possible to provide an excellent customer experience at scale. Check out this white paper to learn how Uber, Airbnb, and Instacart scaled their CX without losing quality.
Posted: 29 Jun 2020 | Published: 29 Jun 2020

Zendesk

Conversational support made easy with Zendesk
sponsored by Zendesk
WHITE PAPER: Read this guide to see how you can simplify the process of providing conversational customer support across multiple channels with Zendesk.
Posted: 26 Jun 2020 | Published: 26 Jun 2020

Zendesk

The Path to Experience-Driven Commerce.
sponsored by Adobe
WHITE PAPER: As companies like Uber, Airbnb, Birchbox, and more have shown the world, today’s consumers value one thing above all else: experience. But how can enterprises take this fact and use it to create business value? Check out this Adobe white paper to learn how to become a business that sells an experience as valuable as the product itself.
Posted: 25 Jun 2020 | Published: 25 Jun 2020

Adobe

The secret sauce helping CX leaders create loyal clients: Convenience
sponsored by ServiceNow
WHITE PAPER: Today, customer convenience is key. Read this webinar recap to get expert insight from the Aberdeen Group on how to get started on your convenience strategy and foster more customer loyalty.
Posted: 25 Jun 2020 | Published: 24 Jun 2020

ServiceNow

How to Create Value Through Empathy & Impactful Engagement
sponsored by ServiceNow
WHITE PAPER: Read this webinar recap for insight on how to engage and transform your customer experience process in order to provide more value on both sides of the exchange.
Posted: 25 Jun 2020 | Published: 24 Jun 2020

ServiceNow

Unleashing Business Value with Contact Center Testing
sponsored by Empirix
WHITE PAPER: Now more than ever, contact centers need DevOps practices and a test automation strategy that can ensure end-to-end quality of experience for both agents and customers. Get expert insight on integrating DevOps practices into the contact center and embracing digital innovation for better customer service in this IDC white paper.
Posted: 23 Jun 2020 | Published: 23 Jun 2020

Empirix

The ROI of a Testing and Monitoring Solution in the Contact Center
sponsored by Empirix
WHITE PAPER: In this customer-centric age, it’s vital to have a testing and monitoring solution that can provide a complete view of how customers experience voice, video and other channels. Explore the cost savings you could experience with a monitoring solution in this white paper.
Posted: 19 Jun 2020 | Published: 19 Jun 2020

Empirix

Reimagining IVR For Retail
sponsored by Twilio
WHITE PAPER: Download this e-book to explore insights and real-world examples of Interactive Voice Response (IVR) in retail that can help you develop your strategy and improve CX.
Posted: 17 Jun 2020 | Published: 17 Jun 2020

Twilio

Business Continuity: Pivoting to New Demands While Preparing for the Future
sponsored by Adobe
WHITE PAPER: Download this white paper to explore 6 pillars identified by Adobe that can help you navigate potential changes in your digital experience strategy, and manage customer experiences amid times of uncertainty.
Posted: 12 Jun 2020 | Published: 12 Jun 2020

Adobe

Effective Sales Operations: Are We There Yet?
sponsored by Freshworks
WHITE PAPER: Access this white paper to learn the results of Forrester’s findings which includes barriers to SaaS CRM adoption, key challenges when using current SaaS CRM solutions, and 3 recommendations to successfully leverage SaaS CRM to achieve more effective sales operations and greater business benefits.
Posted: 10 Jun 2020 | Published: 10 Jun 2020

Freshworks

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

A 4-Phased Approach to Delivering Effective Customer Experience During a Crisis
sponsored by Avtex
WHITE PAPER: Download this white paper to explore Avtex’s 4-phased approach to delivering an effective customer experience during a crisis.
Posted: 28 May 2020 | Published: 28 May 2020

Avtex

Think Beyond Traditional CRM To Elevate Your Customer Service
sponsored by ServiceNow
WHITE PAPER: One of the most effective ways to provide exception customer service is with a modern CRM solution. Learn about ServiceNow’s offering and what it can do for your business in this white paper.
Posted: 19 May 2020 | Published: 19 May 2020

ServiceNow

Your Personalization Checklist
sponsored by Progress Software Corporation Sitefinity
WHITE PAPER: Personalization is a vital part of good customer service—but doing it effectively can be hard. Download this personalization checklist to make sure you have all the necessary answers and tools for a successful strategy.
Posted: 01 May 2020 | Published: 01 May 2020


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

Disruptive Customer Engagement with Cloud Contact Center Software
sponsored by RingCentral
WHITE PAPER: The shift to the cloud that is happening in the contact center software market is very similar to what has already happened in the customer relationship management (CRM) market. Download this report to learn why so many organizations are adopting cloud contact center software and explore 4 RingCentral customer success stories.
Posted: 13 Apr 2020 | Published: 13 Apr 2020

RingCentral

How to Select the Right Commerce Platform
sponsored by Adobe
WHITE PAPER: Whether you’re trying to keep up with constant changes in customer shopping expectations or differentiate your online and physical stores with superior customer buying experiences, the right commerce platform is a business imperative. Download this white paper to explore key considerations that can help you select the right commerce platform.
Posted: 03 Mar 2020 | Published: 03 Mar 2020

Adobe

Improve Customer Satisfaction, Sales and Workforce Engagement with Genesys AI
sponsored by Genesys
WHITE PAPER: Many companies implement AI technologies to boost customer service interactions, but its value can—and should—be extended across the entire enterprise. Find out how you can implement AI throughout your entire CX strategy with Genesys in this white paper. Also explore how Genesys has helped other large companies enhance their AI implementation.
Posted: 03 Feb 2020 | Published: 03 Feb 2020

Genesys

The power of possibilities: Buy, extend, and build on a true cloud contact center platform
sponsored by Genesys
WHITE PAPER: The buy or build debate has permeated the wide range of applications on which contact centers depend. There are good reasons for – and arguments against – each approach. Download this white paper to review the reasons for and against buying and building. Also explore the benefits of using an API-first cloud contact center solution.
Posted: 31 Jan 2020 | Published: 31 Jan 2020

Genesys

Building the Business Case for an Omnichannel Contact Center
sponsored by Genesys
WHITE PAPER: Download this tip sheet to learn 11 metrics for building your business case for omnichannel customer service.
Posted: 30 Jan 2020 | Published: 30 Jan 2020

Genesys

6 Best Practices of Field Service Leaders
sponsored by ServiceNow
WHITE PAPER: Many field service organizations today still manage much of their work manually, using spreadsheets, email and even pen and paper—which can often lead to inefficient operations and frustrated customers. Download this eBook to explore 6 best practices for upgrading field service management to improve CX.
Posted: 29 Jan 2020 | Published: 29 Jan 2020

ServiceNow

3 Strategies to Reduce B2B Churn in Telecom
sponsored by ServiceNow
WHITE PAPER: B2B is a critical area for telecom—especially with enterprise technology spending on the rise, and the emergence of the cloud, IoT, big data, and other trends. Find out how ServiceNow can help CSPs capitalize on that trend and not fall victim to B2B customer churn and SLA penalties in this white paper.
Posted: 28 Jan 2020 | Published: 28 Jan 2020

ServiceNow
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