Manage

Manage

Learn to apply best practices and optimize your operations.

• CRM (customer relationship management)

  Customer relationship management (CRM) is the combination of practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving customer ... Continue Reading

• CRM for nonprofits helps organization streamline work

  Wolverine Human Services' adoption of the Salesforce.org Nonprofit Cloud halved foster care licensing time and improved productivity within the agency. Continue Reading

• 6 tips for driving adoption of self-service platforms

  Self-service platforms should be visible to customers, emphasized across all channels of communication and well-promoted. These and more tips are discussed here. Continue Reading

• 6 ways high-performing agents improve customer loyalty

  Sandy Rogers of FranklinCovey offers tips for customer service managers on how to encourage positive traits in agents, such as empathy, responsibility and generosity. Continue Reading

• Call center tips to ensure successful agents

  Once hiring managers find the right people for the job, contact center agents need both proper training and office tools to be successful in their roles. Continue Reading

• Trusting marketing automation with CRM functions

  Marketing automation with CRM frees up resources and improves the efficiency and accuracy of campaigns and lead development, but it still requires a degree of oversight.Continue Reading

• GDPR compliance requirements for CRM managers

  Learn how the General Data Protection Regulation applies specifically to the CRM space and how managers can best ensure compliance within their organizations.Continue Reading

• Is CRM with social media growing less trustworthy?

  Comments made on social media can sometimes give businesses a skewed perception of consumer sentiment. Learn how to correct the data to inform business decisions.Continue Reading

• Use smart workflows to personalize customer experience

  Smart workflows that automate certain decisions must become part of personalization strategies in order for CX teams to better guide customer journeys.Continue Reading

• 8 tips for getting rich mystery shopping survey data

  Mystery shopping data is only as good as the overall strategy for collecting it and setting up realistic customer experiences. Here are eight tips for investing your resources wisely.Continue Reading

• 7 tips for improving marketing technology stacks

  Being deliberate about integrating a new tool into marketing technology stacks will help ensure they produce ROI and makes processes more efficient.Continue Reading

• How can I maximize the Salesforce-Google Cloud integration?

  Find out four new ways to make the most of the Google and Salesforce integration, including updates to the Salesforce data connector for Google Sheets.Continue Reading

• Salesforce salary survey details pay among professionals

  A new survey of Salesforce professionals, published by Mason Frank International, analyzes Salesforce salary data, employment trends and diversity.Continue Reading

• Guide to customer experience management best practices, technologies

  Customer experience management is growing. Learn about technologies, strategies and best practices that businesses are applying to their CEM.Continue Reading

• Voice commerce rides on the backs of little smart speakers

  The use of voice assistants and smart speakers continues to rise, but now companies are looking for ways to apply voice commercially in B2B and B2C sales.Continue Reading