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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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You’ve Uncovered the Weak Spots in Your Omnichannel Approach: Now What?
sponsored by Comcast Business
WHITE PAPER: Download this white paper to explore insights and strategies that can help you pivot to digital business, navigate new work environments, and manage changing customer expectations amid uncertainty.
Posted: 07 Oct 2020 | Published: 07 Oct 2020

Comcast Business

The Roadmap to Building Consumer Trust
sponsored by Twilio
WHITE PAPER: How can companies continue to build trust and lean into delivering meaningful, differentiated experiences for their customers amid a pandemic? Find out in Twilio’s latest eBook, which explores key tenets on the future of customer engagement and how companies can leverage digital transformation to build strong customer relationships.
Posted: 23 Sep 2020 | Published: 23 Sep 2020

Twilio

4 Ways DTC Brands are Mastering the Customer Experience
sponsored by Kustomer
WHITE PAPER: Direct-to-consumer (DTC) businesses are upending entire industries and putting customers first. Learn how DTC businesses are creating experiences that truly connect with customers, and how you can do the same in this white paper.
Posted: 22 Sep 2020 | Published: 22 Sep 2020

Kustomer

Prepping for the Holidays
sponsored by Kustomer
WHITE PAPER: While the holiday season is a happy time for businesses and consumers alike, it can be stressful when customer service inquiries are spiking by almost 120%, like they did in 2019. Read this white paper to learn why omnichannel support is necessary for innovative businesses, how to best provide customers with the self-service they crave, and more.
Posted: 18 Sep 2020 | Published: 18 Sep 2020

Kustomer

What to Look for in a Customer Service Software Solution
sponsored by Kustomer
WHITE PAPER: Surveys show that 66% of customers aged 25 to 44 believe the customer is always right. With customers demand more than ever, how can you deliver on these lofty expectations? Find out in this white paper.
Posted: 18 Sep 2020 | Published: 18 Sep 2020

Kustomer

7 Reasons Why Your Customers Want to Text You
sponsored by Quiq
WHITE PAPER: Download this white paper to explore the top 7 reasons to invest in a text customer service strategy, and the benefits that offers.
Posted: 12 Aug 2020 | Published: 12 Aug 2020

Quiq

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

Becoming One of the Most Modern Retail Chains in the World
sponsored by Neptune Software
WHITE PAPER: In search of a new and more flexible digital retail solution, companies are replacing entire sales systems. The key is finding an e-commerce solution that benefits customers and employees equally. This article follows Elkjøp as they pursue transformation with Neptune Software’s low code platform for retail success.
Posted: 07 Jul 2020 | Published: 07 Jul 2020

Neptune Software

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

4 Ways AI Can Help Build an Omnichannel Customer Experience
sponsored by Verizon
WHITE PAPER: A company with a quality online, and offline, presence is one that lets its customers interact with it no matter where the customer is. Rather than relying solely on humans, companies can deploy AI to help deliver a consistent and accurate experience across channels. Check out this white paper to learn more about omnichannel customer experience.
Posted: 25 Jun 2020 | Published: 18 Mar 2019

Verizon

The Role Human Touch Plays in the Digital Customer Experience.
sponsored by Verizon
WHITE PAPER: Digital transformation has deeply impacted the customer experience. As technology and automation take on greater roles in customer service, it’s more important than ever to show customers you care about them as human beings. Read on to learn how to create the best possible customer experience, and create lifelong customers, in the digital age.
Posted: 25 Jun 2020 | Published: 02 May 2018

Verizon

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

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

Deal-Makers' Guide to Salesforce
sponsored by ClearEdge
WHITE PAPER: This 33-page guide unlocks insights into how to get your best Salesforce deal by giving you, 3 tactics to help you get the best pricing on your contract, the best practices to negotiate your best deal – because negotiating without leverage is just another form of begging, tips on how to avoid over-buying or under-buying, and more.
Posted: 04 Jun 2020 | Published: 04 Jun 2020

ClearEdge

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

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

Top 3 'Gotchas' in a Salesforce Contract
sponsored by ClearEdge
WHITE PAPER: Be sure to look closely at the terms in a Salesforce contract. Available exclusively to TechTarget members, this premium download from ClearEdge analyzes the following top 3 Salesforce contract terms to understand and how to fix them: renewal caps, swap rights and restricted use licenses.
Posted: 07 Feb 2020 | Published: 07 Feb 2020

ClearEdge

Negotiating with Salesforce
sponsored by ClearEdge
WHITE PAPER: Don't negotiate your next Salesforce deal without the correct plan. This download, exclusive to TechTarget members, will provide an overview of the ClearEdge Leverage Management Maturity Model, and drill down into the 4 areas specific to deal execution and how to apply them within your Salesforce negotiation.
Posted: 07 Feb 2020 | Published: 07 Feb 2020

ClearEdge

Right Sizing Your Spend with Salesforce
sponsored by ClearEdge
WHITE PAPER: Sizing your Salesforce deal incorrectly can cost you in the long run. Download now to learn best practices in planning for license additions and reductions with Salesforce. Key components addressed include: lost leverage from under-purchase, why customers over-purchase, how to forecast accurately, and pros and cons of 4 deal structures.
Posted: 07 Feb 2020 | Published: 07 Feb 2020

ClearEdge

Salesforce Street Pricing and Sales Tactics
sponsored by ClearEdge
WHITE PAPER: Download now and get tactical advice to increasing your chances of getting the best discounts. Explore price statistics, average discount ranges for common product families, 3 Salesforce tactics and insights on why you should care about them, and a list of sales rep motivations to take advantage of.
Posted: 07 Feb 2020 | Published: 07 Feb 2020

ClearEdge
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