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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 KPIs You Should Be Measuring
sponsored by ConnectWise
WHITE PAPER: This white paper explains how MSPs can measure performance and evaluate their relationships with clients, improve service with those clients, and increase loyalty. Download now to learn how to accurately calculate the KPIs that are critical for MSPs, such as revenue valuation, customer acquisition cost, and more.
Posted: 05 Nov 2019 | Published: 04 Nov 2019

ConnectWise

The Opportunities and Obstacles of Channel Incentive Programs: 10 Questions Asked & Answered
sponsored by Fielo
WHITE PAPER: Building and running a strong channel incentive program can be a daunting project. In this white paper, read about the 10 commonly asked questions and answers that will give you the insights you need to create a successful and effective program.
Posted: 16 Oct 2019 | Published: 16 Oct 2019

Fielo

10 Sales Motivation Tips to Keep You in Your A-Game
sponsored by PipelineDeals
WHITE PAPER: Motivated sales reps drive better results—this is known. But, inspiring your sales reps is still a challenge in itself. Read this white paper for 10 tips from sales experts that will help you to motivate your sales team.
Posted: 02 Oct 2019 | Published: 02 Oct 2019

PipelineDeals

Winning with Superior Customer Experiences
sponsored by Adobe Inc
WHITE PAPER: View this white paper to learn how brands can create, optimize, and deliver personalized customer experiences at scale with the help of Adobe Experience Manager.
Posted: 01 Oct 2019 | Published: 01 Oct 2019

Adobe Inc

Integrating CRM and Contact Center Technologies to Improve Customer Experience
sponsored by Avtex
WHITE PAPER: View this white paper to learn how your organization can improve contact center performance and customer satisfaction with a CRM integration. Review how a CRM integration can help provide superior customer service on first contact, and learn what to look for in a contact center and CRM integration software.
Posted: 25 Sep 2019 | Published: 31 Dec 2017

Avtex

CRM Special Report
sponsored by Avtex
WHITE PAPER: CRM has become the cornerstone of successful businesses around the globe, but what exactly do you know about CRM? In this special report, discover some common misconceptions about CRM. Review 4 pivotal questions that determine the success or failure of a CRM framework, and review how to measure the value of your CRM software..
Posted: 29 Aug 2019 | Published: 15 Nov 2017

Avtex

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

Attraction 101: Content Marketing
sponsored by Act-On Software
WHITE PAPER: Intelligent content marketing establishes many profit opportunities throughout the entire customer journey—not the least of which is lead generation. Read this white paper to learn 3 ways to use content marketing to generate leads and fill your sales funnel.
Posted: 02 Jul 2019 | Published: 31 Dec 2018

Act-On Software

3 Reasons Your ABM Program Could End in Disaster
sponsored by TechTarget
WHITE PAPER: How do you ensure that your account-based marketing (ABM) program doesn't go up in flames? In this 3-part guide, discover common failure points for ABM. Learn how to evaluate, evolve and apply the right processes and practices for account-based marketing success, and explore why sustained ABM success requires more than just successful tactics.
Posted: 13 Jun 2019 | Published: 13 Jun 2019

TechTarget

The Evolving Contact Center: From Call Center to Customer Experience Center
sponsored by Burwood
WHITE PAPER: In this white paper, learn how to upgrade your contact center's capabilities through understanding and meeting the demands of the 21st century consumer. Explore the 3 stages of a successful contact center evolution, and review guiding principles for leveraging your customer service center.
Posted: 12 Jun 2019 | Published: 12 Jun 2019

Burwood

It's Good to Talk Even in a High Tech World
sponsored by British Telecommunications PLC
WHITE PAPER: View this white paper to learn how those in the media and technology industry can improve their customer service experience through the use of a strong voice channel.
Posted: 07 Jun 2019 | Published: 07 Jun 2019

British Telecommunications PLC

Surviving the Amazon Effect: Differentiating and Optimizing to Thrive in the Age of Amazon
sponsored by NetSuite
WHITE PAPER: In this white paper, explore how manufacturers and wholesale distributors are rising to the meet the expectations of the 21st century consumer. Discover how businesses can thrive in this competitive climate through differentiation and optimization, and learn how to survive and thrive in the age of Amazon.
Posted: 05 Jun 2019 | Published: 30 Jun 2018

NetSuite

Three Pitfalls Financial Institutions Must Avoid in the Contact Center
sponsored by Appian
WHITE PAPER: Download this white paper to learn about the critical role of contact centers in building lasting customer relationships, and why it is important to deliver the best experiences at every touch point, especially in financial services.
Posted: 04 Jun 2019 | Published: 04 Jun 2019

Appian

Realize Your Digital Ambition: 4 Areas Energy Organizations can Power Digital Initiatives Today
sponsored by Appian
WHITE PAPER: In this e-book, learn how digital technologies can help those in the energy industry improve operations. Discover the 4 ways in which energy organizations can realize their digital ambitions, and explore how those already embracing digital technologies can drive business value and deliver tangible results.
Posted: 13 May 2019 | Published: 13 May 2019

Appian

A Guide to the Most Common CRM Use Cases
sponsored by Greenhouse
WHITE PAPER: View this e-book to learn about the common questions you should consider before investing in a CRM strategy, and find out how to leverage your CRM effectively with a series of expert tips from Greenhouse CRM.
Posted: 25 Apr 2019 | Published: 25 Apr 2019

Greenhouse

Using Interaction Analytics to Digitize & Optimize Contact Center Performance
sponsored by CallMiner
WHITE PAPER: In this white paper, learn about interaction analytics and explore how interaction analytics can help give contact center agents and managers the tools they need to perform at their best.
Posted: 04 Apr 2019 | Published: 31 Dec 2018

CallMiner

How Unsolicited Feedback Can Be Rocket Fuel For Your CX Engine
sponsored by CallMiner
WHITE PAPER: According to Forrester, organizations that use behavioral data from customer interactions are more successful than those who use customer surveys—but why? In this white paper, learn about the benefits of behavioral data, and explore use cases from organizations already putting behavioral data and analytics into play.
Posted: 01 Apr 2019 | Published: 01 Apr 2019

CallMiner

How Contact Centers Can Use Interaction Analytics to Reduce Risk & Improve Compliance
sponsored by CallMiner
WHITE PAPER: In this white paper, discover how companies are increasing compliance with interaction analytics, and explore how interaction analytics can help organizations improve contact center performance while increasing compliance with regulations from TCPA, HIPAA, EFTA, CFPB, and more.
Posted: 01 Apr 2019 | Published: 31 Dec 2018

CallMiner

The Foundation for Improving CX: Look to the Cloud
sponsored by West IP Communications
WHITE PAPER: Customer demands seem to change with the seasons, so it's no surprise that 74% of those surveyed by IDG found it difficult to keep up. In this white paper, explore how organizations can keep up with shifting customer expectations, and improve their CX by moving to the cloud.
Posted: 26 Feb 2019 | Published: 26 Feb 2019

West IP Communications

The Blueprint for Your Self-Service Journey Map
sponsored by Coveo
WHITE PAPER: According to a Forrester survey, 25% of customers will abandon a brand if met with sub-par self-service, the worst part? They'll tell their friends about it too. Prevent the embarrassment by exploring these 7 steps to a flawless self-service customer experience, and secure your brand.
Posted: 07 Feb 2019 | Published: 07 Feb 2019

Coveo

A Guide to Salesforce Integration: 8 High-Impact Integrations
sponsored by TIBCO
WHITE PAPER: Reaching your goals in the digital age requires a solid customer data integration strategy. In this white paper, uncover 8 high-impact integration strategies involving Salesforce CRM—and learn how to achieve digital success with customer data integration.
Posted: 23 Jan 2019 | Published: 31 Oct 2018

TIBCO

The Definitive Guide to Integrating HubSpot with Your CRM
sponsored by TIBCO
WHITE PAPER: Digital businesses run on cloud applications and automated business processes to engage employees and customers alike. In this white paper, gain the technical insight necessary to integrate HubSpot's marketing automation system with your current CRM software, and discover the benefits of integrating your customer data with help from TIBCO Cloud.
Posted: 23 Jan 2019 | Published: 20 Nov 2018

TIBCO

10 Best Practices for Integrating Your Customer Data
sponsored by TIBCO
WHITE PAPER: In this white paper, learn how to leverage customer information with 10 best practices from industry experts. Download now to learn more about how the following best practices can help you not only better understand your current customers, but target larger audiences with increased accuracy.
Posted: 22 Jan 2019 | Published: 31 Oct 2018

TIBCO

Guide to the Top 10 Essentials for Your eCommerce Site
sponsored by Cloudflare
WHITE PAPER: 47% of shoppers will stop engaging with a website if it takes too long to load, according to an Adobe Consumer Content Survey. Download this white paper for a checklist of 10 things you can implement on your site to help create a better customer experience.
Posted: 22 Jan 2019 | Published: 22 Jan 2019

Cloudflare

7 Things to Consider Before Moving to a Cloud Contact Center
sponsored by Mitel Networks Limited
WHITE PAPER: In today's hyper-connected world, contact centers have to adapt to a multitude of channels and changing customer expectations. Download this white paper to discover the pros and cons of an on-site and cloud-based contact center, and learn how both models can help you deliver optimal CX to today's mobile consumer.
Posted: 22 Jan 2019 | Published: 31 Dec 2018

Mitel Networks Limited
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