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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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Evolving Customer Expectations Drive Adoption Of Visual Engagement Tools
sponsored by LogMeIn Rescue
WHITE PAPER: To meet customer experience expectations, businesses need to strengthen their personalization efforts and build customer trust. Access the results of this Forrester Thought Leadership Paper to learn why many businesses are struggling to meet CX expectations, and what CX leaders are doing to set themselves ahead.
Posted: 31 Mar 2021 | Published: 31 Dec 2019

LogMeIn Rescue

Building a successful client engagement strategy
sponsored by Cafex
WHITE PAPER: Clients expect a high level of communication and personalization from their advisors, and these demands have continued to grow throughout the uncertainty of COVID-19. Keeping up with these client expectations can be hard—especially when everyone is remote—but a collaboration platform, like Challo, can help. See how in this product overview.
Posted: 03 Feb 2021 | Published: 03 Feb 2021

Cafex

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

Achieving Project Visibility and Control
sponsored by Unit4
WHITE PAPER: To ensure project profitability (and ultimately company profitability), your organization must play as a team throughout the lifecycle of each project—something that’s often easier said than done. Download this white paper to explore strategies and tools that can help you implement this level of end-to-end teamwork across your organization.
Posted: 10 Aug 2020 | Published: 10 Aug 2020

Unit4

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

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

Disruptive Customer Engagement
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

An Introduction to ABM Scoring
sponsored by TechTarget
WHITE PAPER: Download this white paper to examine common models and insight on what qualification criteria to focus on in determining your own ideal approach to ABM scoring.
Posted: 19 Jul 2019 | Published: 19 Jul 2019

TechTarget

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

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

Speech-to-Text Analytics Reveals New Insights Into Consumer Behavior
sponsored by IBM
WHITE PAPER: This white paper describes how Telerx, a global contact center outsourcing provider, embrace the methods that modern consumers are utilizing to share their opinions and turned raw data into valuable insight for their clients.
Posted: 20 Feb 2015 | Published: 31 Jan 2013

IBM

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

Top 10 reasons to Choose Infor CRM
sponsored by Infor
WHITE PAPER: This brief whitepaper shines light on one CRM infrastructure platform, and the 10 benefits your business could enjoy from a system like this. Access now to see what competitive CRM advantages can help your company's growth.
Posted: 16 Jan 2015 | Published: 16 Jan 2015

Infor

How to achieve sales tax accuracy within your CRM system
sponsored by Avalara
WHITE PAPER: This featured resource discusses one platform that ensures correct sales tax calculation, managing taxation from start to finish. By considering taxes from the beginning, see how companies are able to maximize sales and revenue.
Posted: 12 Jan 2015 | Published: 12 Jan 2015

Avalara

How to build a better sales team
sponsored by Oracle Corporation UK Ltd
WHITE PAPER: Access this white paper to find out how to leverage modern CRM technology, like social integration, to build a better sales team and deliver the results your business needs.
Posted: 11 Dec 2014 | Published: 11 Dec 2014

Oracle Corporation UK Ltd

Sales in the Cloud: Engage customers, close more deals
sponsored by Oracle Corporation UK Ltd
WHITE PAPER: Access this white paper to find out the perfect recipe for a modern sales strategy, and how process automation and social media can gracefully integrate in the cloud.
Posted: 11 Dec 2014 | Published: 11 Dec 2014

Oracle Corporation UK Ltd

Is Sales an Endangered Species? Save It With Integrated CRM
sponsored by Oracle Corporation UK Ltd
WHITE PAPER: The sales environment is evolving at an unprecedented rate. In this white paper, discover how success has been redefined for sales organizations in the digital age, and what you can do to optimize current performance management strategies with new technology.
Posted: 09 Dec 2014 | Published: 09 Dec 2014

Oracle Corporation UK Ltd

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

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

BPS Edge: CEM The New Style of Customer Engagement Management
sponsored by Hewlett Packard Enterprise
WHITE PAPER: Find out about the most recent customer engagement management innovations.
Posted: 03 Jul 2014 | Published: 31 Mar 2014

Hewlett Packard Enterprise

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

The Knowledge Base of the Future: Five Cutting-Edge Ideas You Can Implement Now
sponsored by KANA
WHITE PAPER: Building a reliable, extensive knowledge base is essential for delivering relevant, efficient customer experiences. It helps employees access information faster and enables customers to serve themselves. View this white paper to uncover five cutting-edge ideas to help you build a next-gen knowledge base.
Posted: 26 Jun 2014 | Published: 26 Jun 2014

KANA
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