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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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Future-Proof Your Marketing Technology
sponsored by Tealium
WHITE PAPER: Find out how marketers and their teams can attempt to future-proof their architecture by taking a flexibility-first approach that enables seamless data integration, access to unified customer data, analytics, and more.
Posted: 13 Feb 2018 | Published: 31 Dec 2016

Tealium

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

Microsoft Lays Out Linkedin CRM Strategy
sponsored by Microsoft
WHITE PAPER: Per Nuclear Research, Microsoft Relationship Sales users can receive a 12%-15% sales productivity boost. Access this research note for an overview of the solution.
Posted: 12 Jan 2018 | Published: 30 Jun 2017

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

Cloud-Based Platforms for Marketing and Sales Directors
sponsored by NetSuite
WHITE PAPER: Explore how a cloud-based sales and marketing platform can enable your marketers to understand customer behavior and create seamless and personalized experiences.
Posted: 05 Jan 2018 | Published: 31 Dec 2017

NetSuite

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

Get Up Close and Personal with Customers
sponsored by Janrain
WHITE PAPER: Personalization done well is a surprising delight, giving users relevant information at an appropriate time and place – but companies are better off doing nothing if they don't know how to apply it properly.
Posted: 04 Dec 2017 | Published: 04 Dec 2017

Janrain

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

Proven Practices for Strategically Blending Content and Commerce
sponsored by Sitecore
WHITE PAPER: Today's brand and retail executives are hungering for guidance on how to successfully blend content and commerce to deliver a superior customer experience. Inside, uncover a behind-the-scenes look at how real-world businesses have gone from vision to reality.
Posted: 13 Nov 2017 | Published: 13 Nov 2017

Sitecore

The Challenges of Gaining Contextual Insight
sponsored by Sitecore
WHITE PAPER: Sitecore commissioned independent market research company Vanson Bourne to investigate the data challenges that brands face today. Uncover the key findings about the challenges in trying to create better customer experiences.
Posted: 13 Nov 2017 | Published: 13 Nov 2017

Sitecore

Create Your Roadmap to Customer Experience Excellence
sponsored by Sitecore
WHITE PAPER: Explore the Sitecore Customer Experience Maturity Model (CXMM), and how you can connect people, processes, technology and tactics to help you create a roadmap for customer experience excellence.
Posted: 09 Nov 2017 | Published: 09 Nov 2017

Sitecore

Context Marketing Organization and Governance
sponsored by Sitecore
WHITE PAPER: This white paper covers the organizational and governance best practices related to successfully executing context marketing programs.
Posted: 08 Nov 2017 | Published: 30 Jun 2017

Sitecore

13 Considerations for Deploying a Customer Experience Platform
sponsored by Sitecore
WHITE PAPER: When it comes to a new and improved customer experience management platform, you'll need to consider deployment approaches for each decision maker. Discover a breakdown of 13 considerations, as well as insight on available options and alternatives.
Posted: 07 Nov 2017 | Published: 30 Apr 2017

Sitecore

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

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

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

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


Optimize Business for Omni-Channel: 5 Best Practices
sponsored by Adyen
WHITE PAPER: The emergence of omni-channel is driving major restructuring as businesses seek to serve the omni-channel shopper, who is keen to buy whenever, wherever and however they want. Uncover examples of omni-channel initiatives and their actual impacts, payments-related best practices, and insights into what drives the emergence of omni-channel.
Posted: 17 Oct 2017 | Published: 17 Oct 2017


Meet Your Future Power Consumer: Generation Z
sponsored by Adyen
WHITE PAPER: Millennials are in the midst of their professional careers and have a steady income, making them a key shopping demographic. But there's another group poised to cause the next big shift in how we shop (and buy): Enter Generation Z. Discover this future power consumer, and how to give them what they want.
Posted: 13 Oct 2017 | Published: 13 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

How to Be a Customer Experience Leader
sponsored by West UC
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 UC

Successful Marketing Initiatives: Measuring Quality Over Quantity
sponsored by Sitecore
WHITE PAPER: In the marketing world, it should be quality over quantity. In this white paper, learn how to measure quality with customer engagement value, accelerate your market effectiveness with CRM analytics, and uncover 5 examples of how to improve marketing effectiveness and customer engagement.
Posted: 02 Oct 2017 | Published: 02 Oct 2017

Sitecore

Improve Your CX: 10 Personalization Tactics
sponsored by Sitecore
WHITE PAPER: Personalizing customer experiences is a powerful marketing tactic – it can improve loyalty, drive results across customer engagement channels – but not as many marketers use this tactic as you might think. Discover 10 simple tactics that can help you deliver personalized CX across channels.
Posted: 29 Sep 2017 | Published: 29 Sep 2017

Sitecore

Busting The Top 10 Myths Of Omnichannel Customer Engagement
sponsored by Genesys
WHITE PAPER: Think about the technologies you use for customer engagement—what your customers expect today, and what they'll demand tomorrow. You'll need a platform that meets those demands. Learn why omnichannel customer engagement is your best choice for delivering exceptional CX. Plus, uncover the truth behind 10 common omnichannel myths.
Posted: 21 Sep 2017 | Published: 21 Sep 2017

Genesys

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
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