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Learn to apply best practices and optimize your operations.

• AI strategy comes first, then AI tools second

  If your organization plans to implement AI into its workflow, be sure to develop a sound strategy and provide the necessary training to get the most out of the software. Continue Reading

• Ten tips for honing social media customer service skills

  Navy Federal Credit Union ingrains customer service in social engagement, sometimes the only channel where sailors at sea can get critical questions answered. Here's how they do it. Continue Reading

• Salesforce's GDPR DPO preps partners, customers for compliance

  Salesforce's data protection officer discusses GDPR compliance challenges and strategies for customers and partners, along with the company's own GDPR readiness. Continue Reading

• GDPR call center compliance can be a sticky wicket

  GDPR compliance for call centers can be complex and require the collaboration of business execs, call center managers and outside lawyers to establish data protection policies. Continue Reading

• Check off those GDPR call center requirements

  With GDPR about to go into full force, there are last-minute details and loose ends to tie up to ensure that your call center complies with the necessary regulations. Continue Reading

• Don't forget agent training in your GDPR call center plan

  The General Data Protection Regulation will affect call center agents. A GDPR plan for call center agent training should cover the expanded definition of PII and more.Continue Reading

• Don't let customer service automation override customer experience

  CRM expert Jay Baer, author of NYT bestseller 'Hug Your Haters,' joins the Pipeline podcast and answers host Don Fluckinger's litany of personal experience CRM complaints.Continue Reading

• GDPR customer data compliance for service and support teams

  Getting your Salesforce-powered customer service and support staff ready for GDPR involves more than just the free Trailhead training module. But it's a start.Continue Reading

• Ten tips to help Salesforce teams prepare for GDPR

  The General Data Protection Regulation implementation date is closing in. Salesforce experts have some advice for companies tasked with complying with the EU guideline.Continue Reading

• CRM case studies: Customer relationship management in action

  CRM for today's businesses means AI chatbots, data mining, marketing personalization and equipping call centers to handle the many channels available to customers.Continue Reading

• partner relationship management (PRM)

  Partner relationship management (PRM) is a combination of the software, processes and strategies companies use to streamline business processes with partners who sell their products.Continue Reading

• Getting veteran sales force buy-in for AI CRM tools

  Setting up next-generation digital sales tools might not be easy, but it's even harder to get buy-in from successful veteran sales staff who built successful careers without them.Continue Reading

• Social media customer care important to brands, experts say

  In this Pipeline podcast, we discuss what was a primary topic at Social Media Marketing World: how companies should interact with customers through social media.Continue Reading

• Inside sales strategy, millennials highlight Accelerate 2018

  Learn what happens when a SearchCRM editor joins a panel as the paid skeptic to discuss whether AI technologies provide real value for helping businesses increase revenue.Continue Reading

• Digital sales transformation may require shadow IT dark ops

  Sales tech initiatives culminating with flipping the AI switch require operational and IT prep involving data aggregation, training salespeople and, possibly, shadow IT experiments.Continue Reading