crm best practices

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Published By: Silverline     Published Date: Mar 18, 2019
From resource woes and adopting new releases, to meandering marketing automation paths and understanding standard features — staying afloat in all things Salesforce can make any team a little seasick. We created Navigator, an end-to-end solution to help companies get maximum value out of Salesforce long after go-live. Let our agile approach to your specific needs be the North Star that keeps you from being lost at CRM.
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salesforce, crm, salesforce crm, implementation, salesforce go live checklist, salesforce implementation, successful salesforce implementation, salesforce managed services, salesforce best practices
    
Silverline
Published By: Epicor     Published Date: Jul 06, 2017
Distribution is being transformed by digital innovations. More and more distributors are replacing manual, paper-driven processes with digital tools and automation that allow employees to work more efficiently and effectively in the warehouse and beyond. Efficiency doesn’t just benefit employees—modern technology can help keep customers and vendors happier with up-to-date information accessible anytime. Epicor Prophet 21 software was designed to meet the unique needs of distributors. It offers robust features including eCommerce, mobility tools, customer relationship management (CRM), wireless warehouse management, purchase management, and analytics to make more informed business decisions. With deep industry knowledge and best practices built into features throughout the solution, Prophet 21 can deliver the digital transformation your organization needs to grow.
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erp software, enterprise resource planning software, distribution software, prophet 21, p21, inventory management
    
Epicor
Published By: Tact     Published Date: Sep 06, 2016
Did you know that sales reps typically waste up to 16 hours per week on non-selling tasks? If your sales team is spending too much time on non-selling tasks, logging sales activities to Salesforce, hunting for customer information and documents, or copy-pasting data between separate systems, they might resist the rise of mobile CRM solutions like Salesforce1. However, it’s important to figure out how to enable these teams in the field, as 55% of salespeople will access sales applications exclusively through smartphones or tablets by the end of 2016. It’s not surprising that salespeople will increase their use of mobile apps 125% from 2015-2017. In this whitepaper from Tact, you’ll learn 1) common challenges facing field sales teams, 2) a framework for thinking about mobile sales productivity, 3) essential characteristics for evaluating mobile sales solutions, and 4) key trends in mobile sales.
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salesforce, salesforce.com, crm, sales productivity, sales enablement, salesforce adoption, crm adoption, sales management, crm best practices, salesforce best practices, mobile applications, field sales, mobile field sales, tactile, tact, chuck ganapathi
    
Tact
Published By: Genesys     Published Date: Aug 09, 2016
This paper will help you get a high-level view of the modern contact center, including: • The rapidly changing needs and expectations of customers today • Details of the benefits of integrating CRM and cloud contact center systems • Best practices when integrating with a cloud contact center
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crm, contact center, customer experience, genesys, customer expectations, cloud contact center
    
Genesys
Published By: Brightcove     Published Date: Sep 29, 2015
As the marketing landscape changes, marketers need to change the way they interact with their customers. In order to help you avoid common pitfalls, we present the Top 5 Video Marketing Mistakes of 2015.
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branding, consumer marketing, content management system (cms), crm best practices, lead generation
    
Brightcove
Published By: Marketo     Published Date: Jul 13, 2015
Use this guide as a workbook to start using customer nurturing to drive business growth and lasting relationships.
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customer nurturing, crm, customer relationship management, best practices, customer nurturing strategy, purchase process, automation
    
Marketo
Published By: SugarCRM     Published Date: Jan 07, 2015
The way companies use and pay for customer relationship management (CRM) software has changed significantly over the past decade. Moving from a predominantly perpetual license-based system, where companies paid a large up-front sum and then smaller annual maintenance fees, CRM software providers are now moving towards monthly or annual subscription fees to access CRM software on the Internet.
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crm best practices, crm software, customer data management, customer experience & engagement, customer relationship management (crm), lead generation, lead management, lead nurturing, lead quality, lead scoring, sales automation, sales channels, sales force automation, sales management, networking
    
SugarCRM
Published By: SugarCRM     Published Date: Apr 08, 2014
CRM has long been seen as a must-have sales tool. However, much of the value of traditional CRM accrues to managers, not the reps that use them daily. Learn how CRM designed for the individual benefits the entire sales organization from increased data quality to more predictable revenue pipelines.
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crm best practices, crm software, customer data management, customer experience & engagement, customer relationship management (crm), lead generation, lead management, lead nurturing, lead quality, lead scoring, sales automation, sales channels, sales force automation, sales management, customer relationship management
    
SugarCRM
Published By: SugarCRM     Published Date: Apr 08, 2014
Organizations are frequently turning to SaaS solutions for their CRM needs. But there are risks when deploying any solution at scale, especially if you select the wrong vendor. Understand how to make the smart choice for your CRM solution in this informative eBook.
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crm best practices, crm software, customer data management, customer experience & engagement, customer relationship management (crm), lead generation, lead management, lead nurturing, lead quality, lead scoring, sales automation, sales channels, sales force automation, sales management, customer relationship management
    
SugarCRM
Published By: SugarCRM     Published Date: Apr 08, 2014
CRM wurde lange als unabdingbares Vertriebs-Tool angesehen. Von den Vorteilen traditioneller CRM-Systeme profitierte jedoch hauptsächlich das Management anstatt die CRM-Nutzer an vorderster Front. Ein CRM für das Individuum kommt der gesamten Vertriebsorganisation zugute – ohne steigende Kosten.
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crm best practices, crm software, customer data management, customer experience & engagement, customer relationship management (crm), lead generation, lead management, lead nurturing, lead quality, lead scoring, sales automation, sales channels, sales force automation, sales management, customer relationship management
    
SugarCRM
Published By: SugarCRM     Published Date: Apr 08, 2014
Immer mehr Organisationen nutzen Software-as-a-Service- (SaaS) Lösungen wenn es um ihr Kundenbeziehungs-Management geht. dennoch gibt es Risiken, die man beachten
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crm best practices, crm software, customer data management, customer experience & engagement, customer relationship management (crm), lead generation, lead management, lead nurturing, lead quality, lead scoring, sales automation, sales channels, sales force automation, sales management, customer relationship management
    
SugarCRM
Published By: SugarCRM     Published Date: Feb 21, 2014
Bei der Entscheidung für ein CRM-System ist es wichtig, sicherzustellen, dass keine versteckten Zusatzgebühren oder extra Kosten anfallen, die Einfluss auf den Return on Investment haben. Die Analyse zeigt die Gesamtbetriebskosten von ier führenden CRM-Lösungen für das mittlere Marktsegment.
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crm best practices, crm software, customer data management, customer experience & engagement, customer relationship management (crm), lead generation, lead management, lead nurturing, lead quality, lead scoring, sales automation, sales channels, sales force automation, sales management, customer relationship management
    
SugarCRM
Published By: SugarCRM     Published Date: Feb 21, 2014
Customer Relationship Management Software wird seit über 20 Jahren von Organisationen jeder Art und Größe genutzt. Allerdings entfalten nur wenige davon das wahre Potenzial von CRM. Erfahren Sie, wie CRM mit dem Fokus auf das Individuum Ihr gesamtes Geschäft transformieren kann.
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crm best practices, crm software, customer data management, customer experience & engagement, customer relationship management (crm), lead generation, lead management, lead nurturing, lead quality, lead scoring, sales automation, sales channels, sales force automation, sales management, customer relationship management
    
SugarCRM
Published By: SugarCRM     Published Date: Jan 27, 2014
When making a CRM decision, it is important to ensure your deployment will not be hit with hidden fees or other extra costs that reduce the return on investment. This study reveals the total cost of ownership (TCO) among the three leading midmarket CRM solutions.
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crm best practices, crm software, customer data management, customer experience & engagement, customer relationship management (crm), lead generation, lead management, lead nurturing, lead quality, lead scoring, sales automation, sales channels, sales force automation, sales management, customer relationship management
    
SugarCRM
Published By: SugarCRM     Published Date: Jan 27, 2014
What if you could give everyone that touches customers an indispensable tool that optimizes business process, removes data silos and makes customer interaction extraordinary? See how Redglaze Group uses Sugar to give individuals access to critical data, optimize processes and improve efficiencies.
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crm best practices, crm software, customer data management, customer experience & engagement, customer relationship management (crm), lead generation, lead management, lead nurturing, lead quality, lead scoring, sales automation, sales channels, sales force automation, sales management, customer relationship management
    
SugarCRM
Published By: SugarCRM     Published Date: Jan 27, 2014
Customer relationship management software has been used by organizations of all types and sizes for over 20 years. However, few have managed to tap into the true potential of CRM. Learn how the power of CRM for the individual can transform your entire business.
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crm best practices, crm software, customer data management, customer experience & engagement, customer relationship management (crm), lead generation, lead management, lead nurturing, lead quality, lead scoring, sales automation, sales channels, sales force automation, sales management, customer relationship management
    
SugarCRM
Published By: SugarCRM     Published Date: Jan 27, 2014
Was wäre, wenn Sie für jeden Mitarbeiter mit Kundenkontakt ein unverzichtbares Werkzeug hätten, das Prozesse optimiert, Datensilos beseitigt und Kundeninteraktionen außergewöhnlich macht? Sehen Sie, wie Sugar für Redglaze wichtige Daten zugänglich macht, Prozesse optimiert und die Effizienz erhöht.
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crm best practices, crm software, customer data management, customer experience & engagement, customer relationship management (crm), lead generation, lead management, lead nurturing, lead quality, lead scoring, sales automation, sales channels, sales force automation, sales management, customer relationship management
    
SugarCRM
Published By: SugarCRM     Published Date: Dec 05, 2013
When making a CRM decision, it is important to ensure your deployment will not be hit with hidden fees or other extra costs that reduce the return on investment. This study reveals the total cost of ownership (TCO) among the four leading midmarket CRM solutions.
Tags : 
crm best practices, crm software, customer data management, customer experience & engagement, customer relationship management (crm), lead generation, lead management, lead nurturing, lead quality, lead scoring, sales automation, sales channels, sales force automation, sales management, customer relationship management
    
SugarCRM
Published By: Oracle     Published Date: Nov 27, 2013
We have entered the age of the customer where they have more choices, higher expectations, and more influence. Historically, the B2B selling process has been very fragmented with the use of highly customized and siloed applications, leading to broken channels of communication. CEB, a leading member-based advisory company, published “The Challenger Sale” in 2011 showing that that 57 percent of B2B buying steps are completed before a buyer even connects with a salesperson. With an abundance of information available on the Web and via social networks, B2B buyers today can leverage multiple sources to find out more about your products or services.
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crm, customer engagement, b2b, best practices, buying process, communication channels, customers, sales, profitability, cloud computing
    
Oracle
Published By: Oracle     Published Date: Nov 27, 2013
You need an answer fast. You searched online and almost got the answer, but require a little more information without having to call someone. What do you do? Fortunately, in today's customer service world, there are options. Download this White Paper for more information.
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crm best practices, crm software, customer data management, customer experience & engagement, customer relationship management (crm), lead generation, lead management, lead nurturing, lead quality, lead scoring, sales automation, sales channels, sales force automation, sales management
    
Oracle
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