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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 Contact Center Queue: Lessons from the Pandemic
sponsored by Easy On Hold
WHITE PAPER: This article highlights some of the biggest changes that occurred in the contact center in 2020, as well as the importance of using an on-hold solution to create an optimal experience for your customers. Download now to learn more.
Posted: 21 Dec 2020 | Published: 21 Dec 2020

Easy On Hold

Automated warehouse with AWS: Making space for retail robots
sponsored by SoftServe
WHITE PAPER: As customers’ expectations shift closer to instant gratification, retailers are under pressure to optimize their service strategies. Read this white paper to see how using robotics in your retail organization can help you improve CX and warehouse operations.
Posted: 12 Nov 2020 | Published: 12 Nov 2020

SoftServe

Perfecting the 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

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

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

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

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

How Effective Content Mangement Systems Attact and Keep Cusomters for Life
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
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