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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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Gain Situational Awareness to Improve Critical Event Management
sponsored by EverBridge Inc.
WHITE PAPER: Access this white paper to learn several techniques to improve your organization’s critical event management (CEM) like the OODA loop, data collection, and the 4 steps to resolving crises.
Posted: 14 Jan 2020 | Published: 14 Jan 2020

EverBridge Inc.

Measuring Voice of the Customer
sponsored by CallMiner
WHITE PAPER: With your customers expecting increasingly personalized experiences, there’s one thing you can benefit from understanding better: The Voice of the Customer (VoC). In this whitepaper, learn about the importance of VoC, how to measure it with data-driven strategies and tools you can use to improve to CX with VoC insights.
Posted: 25 Nov 2019 | Published: 25 Nov 2019

CallMiner

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

Put Data at the Centre of Your Business
sponsored by Adobe Inc
WHITE PAPER: View this white paper to discover how your organization can gain a competitive advantage by becoming more data-centric. Additionally, explore 4 steps to becoming a data-centric organization, and review how to reposition and unleash the true power of your customer data with expert advice from Adobe.
Posted: 02 Oct 2019 | Published: 31 Dec 2018

Adobe Inc

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

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

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 Road to Transforming the Customer Service Experience
sponsored by ServiceNow
WHITE PAPER: According to Forrester, 63% of consumers will stop doing business with a brand due to poor customer service. In this white paper, learn how to prevent customer dissatisfaction, and uncover the essential features of a competitive customer service strategy.
Posted: 20 Feb 2019 | Published: 20 Feb 2019

ServiceNow

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

Using AI to Augment Humans and Redesign Operations
sponsored by British Telecommunications PLC
WHITE PAPER: Some people may think the adoption of AI and machine learning could lead to mass unemployment, but it can actually be used to make human jobs more meaningful. In this white paper, find out how machine learning and AI can be used to improve human performance and help redesign operations in a contact center.
Posted: 21 Jan 2019 | Published: 21 Jan 2019

British Telecommunications PLC

Customer Experience 2019: What's Hot and What's Not?
sponsored by British Telecommunications PLC
WHITE PAPER: The next 12 months are going to be turbulent for businesses looking to improve their overall CX, according to Dr. Nicola Millard, head of customer insight and futures at British Telecommunications. Download this white paper to learn more about the 3 trends causing CX volatility, and discover how to avoid the impending storm.
Posted: 18 Jan 2019 | Published: 18 Jan 2019

British Telecommunications PLC

Cloud Contact Centers and the Future of Customer Experience
sponsored by Mitel Networks Limited
WHITE PAPER: Learn how to turn your contact center into a strategic asset by adapting to the changing world around you. Delve into the 3 major factors influencing contact center evolution, and discover what you can do to keep up with the changing customer service landscape.
Posted: 18 Jan 2019 | Published: 31 Dec 2018

Mitel Networks Limited

Deliver a Better Customer Experience Without Paying the Price
sponsored by British Telecommunications PLC
WHITE PAPER: Cloud contact centers can improve the customer experience and cut costs, so what's stopping you? In this white paper, gain expert insight necessary in overcoming the 3 common challenges of moving to a cloud contact center, and learn how to get started.
Posted: 16 Jan 2019 | Published: 16 Jan 2019

British Telecommunications PLC
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