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CRM Best Practices

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ALSO CALLED: Customer Relationship Management Best Practices
DEFINITION: What is CRM (customer relationship management)?CRM (customer relationship management) is an information industry term for methodologies, software,and usually Internet capabilities that help an enterprise managecustomer relationships in an organized way. For example, an enterprise might build a database aboutits customers that described relationships in sufficient detail so that management,  … 
CRM Best Practices Reports
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Use Banking Technology to Deliver Personalized Service and Win in the Branch
sponsored by Samsung Electronics
RESOURCE: In this article, explore how to deliver a personalized customer experience to customers across branch locations, and uncover the in-person interactions required to go above and beyond.
Posted: 22 Mar 2019 | Published: 26 Nov 2018

Samsung Electronics

Accelerate Conversions, Increase Engagement, Build Customer Loyalty
sponsored by Algolia
WHITE PAPER: Shopper expectations are higher than ever. Yet, an appealing product offering isn't enough to maximize conversion and ultimately revenue. In this resource, learn how you can increase engagement and drive loyalty through relevant content, as well as understand your customers with powerful analytics.
Posted: 18 Mar 2019 | Published: 18 Mar 2019

Algolia

Modernizing Customer Service for the Digital Economy: Best Practices
sponsored by ServiceNow
EBOOK: With the information provided in this e-book, learn how to transform your customer service with featured industry best practices, and compare your customer service strategy against ServiceNow's modern customer service checklist.
Posted: 18 Mar 2019 | Published: 31 Dec 2018

ServiceNow

Avoiding False Declines
sponsored by Riskified
WHITE PAPER: In this guide, learn how your business can approve better e-commerce orders, and put in place better tracking for ongoing improvement in order-decision accuracy.
Posted: 14 Mar 2019 | Published: 14 Mar 2019

Riskified

The Five Legitimate Shoppers You're Declining
sponsored by Riskified
WHITE PAPER: Staying ahead in the competitive e-commerce universe is no easy feat, and, with an increase in cross-border purchases, vetting orders for fraud is becoming both more challenging and critical. In this e-book, get a better understanding of false declines and steps that can be taken to reduce them.
Posted: 14 Mar 2019 | Published: 14 Mar 2019

Riskified

Artificial Intelligence & Intelligent Technologies: 3 Strategies for Driving Customer Service Innovation
sponsored by ServiceNow
WHITE PAPER: In this white paper, discover how intelligent technologies and AI are transforming the world of customer service, and explore 3 strategic uses of intelligent technologies proven to drive customer service innovation.
Posted: 14 Mar 2019 | Published: 31 Dec 2018

ServiceNow

How Consumer Expectations Are Shaping the Workplace
sponsored by Zendesk
WHITE PAPER: Did you know that your employee and customer experiences are linked? In this white paper, learn how positive employee experiences make for a better customer experience strategy, and discover how software from Zendesk can help in quest for business success.
Posted: 13 Mar 2019 | Published: 13 Mar 2019

Zendesk

The Many Flavors of Self-Service Measurement
sponsored by Zendesk
WHITE PAPER: Download this white paper to learn about the spectrum of self-service metrics and the business priorities they address, and find out how you can build a community with better customer relationships.
Posted: 12 Mar 2019 | Published: 12 Mar 2019

Zendesk

4 Strategies for Implementing a World-Class Customer Service Platform
sponsored by Zendesk
EBOOK: To make customers happy, every organization needs a world-class customer service solution, preferably one that's tailored to their specific business needs. Download this guide to uncover industry best practices that sidestep common pitfalls and explore the 4 must-have milestones for implementing a successful customer service platform.
Posted: 12 Mar 2019 | Published: 12 Mar 2019

Zendesk

MSPs Provide Answers to Contact Center Needs
sponsored by ShoreGroup
RESOURCE: Businesses are realizing that the key to success lies in the effectiveness of their customer service strategy. In this article, discover how MSPs are using their experience and expertise to align contact centers with their customer's needs, and unlock the 3 criteria needed to deliver contact center success.
Posted: 11 Mar 2019 | Published: 01 Feb 2019

ShoreGroup

Zendesk Research: Customer Self-Service
sponsored by Zendesk
RESEARCH CONTENT: 67% of consumers prefer helping themselves to speaking with a customer service agent, according to Zendesk. In this research report, explore how self-service is changing the way customer service operates, and discover how a customer self-service strategy that hinges on mobility can help improve your customer service experience.
Posted: 11 Mar 2019 | Published: 11 Mar 2019

Zendesk

Best Practices for Service Management: 5 Ways to Increase Client Satisfaction and Profits
sponsored by ConnectWise
EBOOK: Download this e-book for 5 methods of improving service management to increase client satisfaction and a discussion on the benefits of using a professional services automation (PSA) solution with remote monitoring and management.
Posted: 08 Mar 2019 | Published: 31 Dec 2018

ConnectWise

SLAs: The Foundation for Stronger Customer Relationships
sponsored by ConnectWise
EBOOK: Keeping this in mind, this e-book on SLAs illustrates 13 areas your SLAs should address, do's and don'ts of establishing SLAs, 5 reasons why it might be time to refresh your SLA, and more.
Posted: 08 Mar 2019 | Published: 31 Dec 2018

ConnectWise

State of Service: Insights and trends from over 2,600 global service trailblazers
sponsored by Salesforce
EBOOK: What makes a high performing customer service team? In this 57-page report from SalesForce, discover what 2,600 customer service professionals from around the globe have to say about the hallmarks of exceptional customer service, and unlock the secrets to becoming a top performing customer service team.
Posted: 08 Mar 2019 | Published: 08 Mar 2019

Salesforce

Trends and Insights for Interactive Email and AMP for Email
sponsored by SparkPost
VIDEO: Explore the trends and insights of interactive email and AMP for email, and what this means for email marketers who are embracing these techniques to maximize ROI.
Posted: 21 Feb 2019 | Premiered: 21 Feb 2019

SparkPost

The Business Guide to Choosing an Email Delivery Service
sponsored by SparkPost
WHITE PAPER: Whether you use email for traditional email marketing or for real-time, transactional notifications, your answers to the questions in this guide can help you understand what's at stake—and how to find the right email service to your business' needs. Read for the 8 questions.
Posted: 21 Feb 2019 | Published: 21 Feb 2019

SparkPost

The Future of Customer Engagement
sponsored by LogMeIn, Inc.
WHITE PAPER: In this white paper, learn about a digital customer engagement system that can help you deliver exceptional customer experiences across any channel or device.
Posted: 14 Feb 2019 | Published: 14 Feb 2019

LogMeIn, Inc.

The Next Evolution of Chatbots: How to Ensure a Bold Bot Future
sponsored by LogMeIn, Inc.
WHITE PAPER: Download this white paper to learn the common characteristics that successful chatbots share so you know exactly which elements to include when creating a bot for your users to engage with.
Posted: 14 Feb 2019 | Published: 14 Feb 2019

LogMeIn, Inc.

Engage Proactively with Unified CEM
sponsored by LogMeIn, Inc.
WHITE PAPER: Download this white paper to learn how one unified platform can provide consistency across the customer journey, and how that can help your organization provide better CX and increase ROI.
Posted: 13 Feb 2019 | Published: 13 Feb 2019

LogMeIn, Inc.

Maximize Customer Engagement for Maximum Revenue Growth
sponsored by LogMeIn, Inc.
WHITE PAPER: There is a direct correlation between quality customer engagement and support, and quantifiable business outcomes. However, most organizations have not evolved their customer engagement strategy for today's digital world. In this white paper, learn about the customer engagement material model.
Posted: 12 Feb 2019 | Published: 12 Feb 2019

LogMeIn, Inc.

Customer-Centric Digital Transformation
sponsored by Compunnel Digital
RESOURCE: Download this resource to learn what separates a good customer experience from a weak one and the 3 universal criteria upon which connected customers evaluate digital experience.
Posted: 11 Feb 2019 | Published: 11 Feb 2019

Compunnel Digital

5 Must-Haves for Compelling Customer Engagement
sponsored by Xpertdoc
EBOOK: How do you create compelling customer engagement? In this e-book, uncover 5 essential strategies for driving customer engagement with digital document creation and management. Download now to get started building your customer engagement strategy, and explore the benefits of a personalized approach.
Posted: 08 Feb 2019 | Published: 08 Feb 2019

Xpertdoc

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

inQuba Delivers Context for Enhanced Customer Experience
sponsored by TIBCO
CASE STUDY: In this case study, learn how inQuba America was able to use TIBCO to successfully exchange data with clients' core operational and financial systems, get an in-depth view of how customers interact with their business, and more.
Posted: 04 Feb 2019 | Published: 31 Dec 2016

TIBCO

Digitizing Communications for Better Customer Engagement
sponsored by Concentrix
WHITE PAPER: When it comes to customer engagement, you should be able to proactively notify customers, via messaging, text, email, or blended communication channels— and do so in a personalized way. Learn how you can start digitizing customer engagement so that your business is always reachable in this white paper.
Posted: 04 Feb 2019 | Published: 04 Feb 2019

Concentrix
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