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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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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

Context Marketing for Dummies
sponsored by Sitecore
EBOOK: How does a marketer create a personalized customer experience for each customer? To remain relevant, you must rise to the challenges and opportunities offered by context marketing. Begin your journey to successful context marketing with this 5-chapter e-book.
Posted: 02 Oct 2017 | Published: 02 Oct 2017


Transform Your Business Digitally to Improve Customer Service and Experience
sponsored by Five9
EBOOK: In the digital age, your business is defined by technology ... and it wants to evolve. Learn about digital transformation as a construct of emerging cloud CRM platforms, cloud contact center and SaaS technologies. Uncover what technology is spurring digital transformation, the impacts of digital transformation, why it's important, and more.
Posted: 28 Sep 2017 | Published: 28 Sep 2017


The Public Sector Guide to Social Media Strategy and Policy
sponsored by Smarsh
RESOURCE: This guide outlines some practical steps you can take to develop a social media strategy and policy to help gain the maximum value from your online efforts.
Posted: 15 Jun 2017 | Published: 15 Jun 2017


Take Customer Engagement to New Heights
sponsored by Salesforce
EBOOK: In this e-book, learn how CareFirst BlueCross BlueShield and American Addiction Centers are taking the patient experience to the next level and transforming healthcare service.
Posted: 01 Jun 2017 | Published: 01 Jun 2017


The Age of the Patient: How CRM Guides Providers in this New Era of Healthcare
sponsored by Salesforce
WHITE PAPER: The shift toward value-based reimbursement and advances in CRM technology has created an opportunity to transform the patient experience. In this e-book, uncover how you can engage your patients and maintain relationships to improve satisfaction in this "Age of the Patient."
Posted: 01 Jun 2017 | Published: 01 Jun 2017


Your Guide to Building Customer Loyalty with Analytics
sponsored by SAS
WHITE PAPER: Happy customers mean a growing business, and for that reason, improving customer service with data analytics should be a top priority. Learn how you can get started on this journey by opening this white paper.
Posted: 26 May 2017 | Published: 26 May 2017


10 Rules For An Efficient Contact Center
sponsored by West UC
WHITE PAPER: There are new rules emerging for your contact center. Cloud-based technology is shifting how things are done, but you must now streamline your skills and strategies for success. Learn 10 rules that will help you run a more efficient contact center in the wake of the shifting landscape.
Posted: 23 Mar 2017 | Published: 23 Mar 2017

West UC

Online Commerce: Plotting a Course to Personalization
sponsored by Sitecore
RESEARCH CONTENT: This report investigates the current state of online commerce, paying particular attention to issues like web content management (WCM) and architecting a continuous customer journey. Uncover the report's key findings about WCM, e-commerce, and more in order to improve your ability to deliver personalized, differentiated customer experiences.
Posted: 07 Dec 2016 | Published: 31 Oct 2016


The CRM Market Today
sponsored by Microsoft
EGUIDE: In this e-guide, uncover how Microsoft is establishing new incentives and compensation strategies to better align field sales and channel partners, and how (and why) Microsoft is planning to focus its future on Dynamics 365, AI and digital transformation. Plus, learn how new CRM tools are revolutionizing engagement.
Posted: 16 Oct 2017 | Published: 16 Oct 2017


Legal services Marketplace Relies on Call Tracking to Demonstrate ROI for Lawyers
sponsored by Twilio
WHITE PAPER: Learn how Avvo implemented trackable numbers with Twilio to satisfy customers, increase conversion rates, deliver metrics, give business a boost.
Posted: 09 May 2017 | Published: 09 May 2017


Gartner: Rethinking CRM Customer Service Fundamentals
sponsored by ServiceNow
ANALYST REPORT: To survive in the changing business landscape, your entire enterprise now needs to be involved in customer service, not just one department. This Gartner report takes an in-depth look at the 3 guiding principles of renewing your CRM and customer service strategy for the next generation of customers.
Posted: 19 Apr 2017 | Published: 08 Mar 2016


Thinking Strategically About ABM
sponsored by TechTarget and Marketo
TRANSCRIPT: Industry leaders TechTarget and Marketo outline the most common challenges of Account-Based Marketing (ABM) strategies and a set of practical practices for 2017.
Posted: 29 Mar 2017 | Published: 29 Mar 2017

TechTarget and Marketo

Webcast: Thinking Strategically About ABM
sponsored by TechTarget and Marketo
WEBCAST: Industry leaders TechTarget and Marketo outline the most common challenges of Account-Based Marketing (ABM) strategies and a set of practical practices for 2017.
Posted: 29 Mar 2017 | Premiered: Mar 29, 2017

TechTarget and Marketo

Creating Personalized Experiences with Real-Time Insights for CEM
sponsored by OpenText
EGUIDE: Creating an engaging and unified multichannel customer experience is a top priority, but many companies find themselves scrambling to adapt. In this expert e-guide, discover how to generate key customer insights in real-time and learn about 4 ways to create personalized experiences.
Posted: 28 Mar 2017 | Published: 21 Mar 2017


5 Ways Every Sales Rep Can Accelerate Success with Analytics
sponsored by
WHITE PAPER: This Salesforce research report explores what to look for in an analytics tool and how to put real-time, critical insights in hands of not only executives but their employees as well. Discover how to unlock the information within your customer data to ensure better decision-making, identify best practices, and align your CRM and BI.
Posted: 27 Mar 2017 | Published: 31 Dec 2016

Enable Enterprise Content Management for Salesforce
sponsored by OpenText
WHITE PAPER: This paper explores how to derive optimal value from your content by bringing together ECM and your CRM systems. Discover how you can get a fuller, more insightful picture of your customers by powering Salesforce with ECM.
Posted: 24 Mar 2017 | Published: 31 Dec 2016


Building a Winning Sales Management Strategy
sponsored by Xactly
EGUIDE: Companies that want to grow often focus on the wrong tactics in their sales management strategy. This can not only lead to missed opportunities, but also to a waning sales culture. In this expert e-guide, discover 4 myths about sales management strategy and 5 tactics that will help you strengthen your sales culture.
Posted: 27 Feb 2017 | Published: 27 Feb 2017

Empowering Health
sponsored by Microsoft
EBOOK: Access this e-book to learn about 4 key health IT areas that support the evolution of healthcare, as well as how 5 health organizations are modernizing with cloud-first, mobile-first solutions.
Posted: 10 Jan 2017 | Published: 10 Jan 2017


5 Must-Have Features in a Marketing Automation Platform
sponsored by Marketo
EGUIDE: Read this comprehensive list of features you should look for before choosing a marketing automation platform. See this breakdown of five key automation areas, with specific clusters of features outlined.
Posted: 29 Dec 2016 | Published: 23 Dec 2016


Develop a Multichannel Strategy that Supports Customer Experience Management
sponsored by BoldChat - LogMeIn
EGUIDE: Providing a top class customer experience is the key to customer retention, yet, according to a Forrester survey, only 10% of companies plan to invest in multichannel support. This e-guide explains why a strong multichannel presence is a necessity and walks you through the steps to developing your own strategy.
Posted: 22 Dec 2016 | Published: 20 Dec 2016

BoldChat - LogMeIn

How Supply Chain Partners can Enhance Analytics by Sharing Data
sponsored by Sage Software
EGUIDE: In this e-guide, we examine how sharing data between supply chain partners radically increases their chances of success when predicting customer demand. Find out how to boost data management from logistics to capacity planning, uncover tips for gathering supplemental data, and discover how CRM tools can improve supply chain management.
Posted: 16 Dec 2016 | Published: 14 Dec 2016

Sage Software

Is Online Video Chat the Path to a Personalized Customer Experience?
sponsored by BoldChat - LogMeIn
EGUIDE: In this expert e-guide, customer experience pro Scott Sachs, President of SJS Solutions LLC, examines the maturation of online video chat as an effective tool in contact centers. Discover tips for architecting personalized customer journeys, and learn how to address some of the challenges of video-based customer service.
Posted: 16 Dec 2016 | Published: 14 Dec 2016

BoldChat - LogMeIn

Reaching New Heights In Omnichannel Customer Service
sponsored by BoldChat - LogMeIn
EGUIDE: Today's customer service professionals need to be able to reach out on whatever platform the customer feels the most comfortable with. In this expert e-guide, discover some tips on how to manage successful omnichannel customer service, as well as strategies for employing data monitoring to handle potential problems directly.
Posted: 14 Dec 2016 | Published: 14 Dec 2016

BoldChat - LogMeIn

Search-Driven BI for a Customer-Centric Business World
sponsored by CA Technologies
EGUIDE: In this expert e-guide, we explore how to tackle the challenges of implementing self-service and leveraging big data for advanced analytics. Inside, learn about a search-driven BI approach that enables faster, more data-driven decision-making with smart, highly automated and easy-to-use analytics tools.
Posted: 28 Nov 2016 | Published: 21 Nov 2016

CA Technologies
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