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ALSO CALLED: CRM Application, Customer Relationship Management Software
DEFINITION: Apex is a development platform for building software as a service (SaaS) applications on top of Salesforce.com's customer relationship management (CRM) functionality. Apex allows developers to access Salesforce.com's back-end database and client-server interfaces to create third-party SaaS applications. Apex includes an application program interface (API) that developers can use to access user data  … 
CRM Software White Papers (View All Report Types)
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The Surprising Power of Online Experiments
sponsored by Optimizely
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

Optimizely

Optimizely Stats Engine
sponsored by Optimizely
WHITE PAPER: Today's leading digital businesses are dominating the market by taking advantage of experimentation to improve their digital products, online commerce, and marketing campaigns. See what Harvard Business professionals are raving about, and explore how this essential software is changing the game by separating the professionals from the amateurs.
Posted: 07 Dec 2018 | Published: 07 Dec 2018

Optimizely

Bringing an Experimentation Mindset to Personalization
sponsored by Optimizely
WHITE PAPER: Learn how your organization can benefit from delivering more impactful and personalized experiences through experimentation strategy.
Posted: 05 Dec 2018 | Published: 05 Dec 2018

Optimizely

Build vs. Buy: Implementing the Right Experimentation Solution
sponsored by Optimizely
WHITE PAPER: Learn how you can implement an experimentation platform for your product and engineering team, just like Uber, Netflix, Airbnb, Google, and Facebook do.
Posted: 04 Dec 2018 | Published: 04 Dec 2018

Optimizely

How to Succeed with Digital Experimentation
sponsored by Optimizely
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

Optimizely

Leverage Your Entire Team to Create the Best Self-Service Content
sponsored by Zendesk
WHITE PAPER: Download this white paper to learn about Zendesk's article lifecycle management tool designed to simplify the publishing processes from writing and reviewing, to approving and sharing.
Posted: 27 Nov 2018 | Published: 27 Nov 2018

Zendesk

Why All Leads Are Not Created Equal
sponsored by TechTarget
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

TechTarget

CRM as a CX Enabler
sponsored by Avtex
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

Avtex

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

Zendesk

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

Zendesk

How to Be a Customer Experience Leader
sponsored by West IP Communications
WHITE PAPER: According to a Walker study, CX will overtake price and product as the key brand differentiator by 2020. So what can you do to up the ante and deliver a seamless CX across multiple channels? Use this infographic to uncover how to be a customer experience leader.
Posted: 03 Oct 2017 | Published: 03 Oct 2017

West IP Communications

How to Overcome 5 Daunting Sales and Marketing Gaps
sponsored by Microsoft
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

Microsoft

5 Steps for Building a Business Case for Customer Journey Mapping
sponsored by Mega International
WHITE PAPER: Customer journey mapping can help you understand your customers, improve buyer engagement and make you more agile to changing customer demands.
Posted: 18 Jan 2018 | Published: 18 Jan 2018

Mega International

Digital Transformation in Sales: Evolving the Art of Customer Engagement
sponsored by Microsoft
WHITE PAPER: Businesses that use the most modern levels of digital technology – such as CRM and advanced analytics tools – enjoy a 50% increase in revenue growth, according to Microsoft's survey of sales leaders.
Posted: 17 Jan 2018 | Published: 17 Jan 2018

Microsoft

The Ultimate Guide to Digital Transformation & Enterprise Architecture
sponsored by Mega International
WHITE PAPER: Uncover how several prominent businesses embraced digital technologies to improve their customer experience, which helped them retain customers and increase profits.
Posted: 08 Jan 2018 | Published: 30 Sep 2016

Mega International

2017 State Of Global Customer Service Report
sponsored by Microsoft
WHITE PAPER: Uncover the Microsoft 2017 State of Global Customer Service report's key findings about digital brand engagement, customer self-service, omnichannel strategies, and more.
Posted: 08 Dec 2017 | Published: 08 Dec 2017

Microsoft

The Total Economic Impact™ Of Zendesk
sponsored by Zendesk
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

Zendesk

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

Microsoft

IDC: Supporting Customer Experience Initiatives Through Productivity and Process
sponsored by Zendesk
WHITE PAPER: In this IDC paper, learn what it means to the overall organization to be a CX–focused organization, the impact, benefits, and challenges of pursuing a customer experience strategy, and examples of organizations that have effectively used tools to support service and contact center agents.
Posted: 27 Oct 2017 | Published: 27 Oct 2017

Zendesk

8 Best Practices to Enhance Consumer Experience & Payment Processing
sponsored by Adyen
WHITE PAPER: Optimizing payments has become key for merchants. Consumers expect swift simplicity and convenience when shopping online or on mobile. Discover 8 best practices to enhance customer experience, and optimize payment processing. Plus, uncover 3 steps to help you move forward with your payment optimization.
Posted: 20 Oct 2017 | Published: 18 Oct 2017


Digital Transformation in Sales: Evolving the Art of Customer Engagement
sponsored by Microsoft
WHITE PAPER: Are your sales leaders strivers, followers, skeptics or drivers when it comes to the digital transformation of your sales department? Learn how (and why) top-performing sales organizations are prioritizing digital transformation to unlock greater revenue growth. Plus, learn how to get your teams on board for your own transformation journey.
Posted: 09 Oct 2017 | Published: 09 Oct 2017

Microsoft

Transforming The Member Experience Starting With Your Contact Center
sponsored by Salesforce
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

Salesforce

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

Salesforce

The Retailer's Blueprint For Success: Enabling Great Customer Experiences
sponsored by Oracle NetSuite
WHITE PAPER: Today, the consumer is in the driver's seat. They expect information and products from multiple channels at any time – leading retail and commerce to adopt omnichannel approaches to CX. Inside, learn the challenges retailers are up against, 5 pillars of building a unified CX, and receive an overview of NetSuite's business system.
Posted: 23 May 2017 | Published: 23 May 2017

Oracle NetSuite

Personalize the Member Experience to Deepen Member Engagement
sponsored by Infogix
WHITE PAPER: Personalization is the key to success in today's consumer-motivated setting. But in the health care industry, personalization is expected at a challengingly high level. Learn about how to build member engagement through personalization and data analytics, using the health care industry as an example.
Posted: 11 May 2017 | Published: 11 May 2017

Infogix
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