CRM strategy and implementation
Read the latest news and trends stories about CRM strategy and integration for businesses of all sizes, as well as case studies that help people purchasing this technology make sense of which vendors cater to their company size and vertical.
New & Notable
CRM strategy and implementation News
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September 23, 2020
23
Sep'20
Salesforce delivers CDP, DXP and sales meeting tools
Salesforce drops a customer data platform, new virtual sales meeting tools and makes the case for its own Experience Cloud to give users an Adobe alternate.
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September 22, 2020
22
Sep'20
HubSpot CRM gets enterprise makeover
HubSpot might not yet frighten Salesforce with its competing platform, which now includes enterprise CRM, but the company definitely pushes upmarket with its latest offering.
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June 30, 2020
30
Jun'20
Zendesk CRM adds email automation features
The Zendesk Sell CRM platform adds email automation features for customer engagement as the pandemic cuts off sales rep users' access to in-person customer meetings.
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May 12, 2020
12
May'20
Salesforce coronavirus contact tracing platform goes national
Salesforce gets involved in state and local health authorities' coronavirus contact tracing efforts in New York City, Rhode Island, Massachusetts, California and Louisiana.
CRM strategy and implementation Get Started
Bring yourself up to speed with our introductory content
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The history and evolution of CRM
Customer relationship management had simple beginnings, which evolved into a sophisticated system that helps businesses improve the overall customer experience. Continue Reading
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Revenue operations vs. sales operations: What's the difference?
While revenue operations focus on revenue growth and integration of sales, marketing and service departments, sales operations keeps its focus on sales department efficiency. Continue Reading
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Building a successful CX governance operating model
When developing a CX governance operating model, leaders should consider four key components: people, measurement framework, processes and tools and technologies. Continue Reading
Evaluate CRM strategy and implementation Vendors & Products
Weigh the pros and cons of technologies, products and projects you are considering.
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Transactional vs. relationship marketing: Key differences
Some companies thrive on building strong relationships with customers, while others want to make a sale without long-term commitment. Either way, the business needs a strategy. Continue Reading
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Evolving customer data platform features set sights on CX
In pursuit of the perfect customer experience, CX pros increasingly look to CDPs to unify data and provide a deeper understanding of behavior patterns and buying habits. Continue Reading
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Customer data platform tools push personalization, privacy
Evolving CDPs help companies unify the flood of consumer data collected from disparate sources, resulting in better customer insights and compliance with privacy regulations. Continue Reading
Manage CRM strategy and implementation
Learn to apply best practices and optimize your operations.
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9 skills that call center agents need for success
Contact centers accommodate all channels of communication, which means hiring managers must train call center agents to keep up with customer demands. Continue Reading
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9 steps for negotiating deals with Salesforce
Understanding the Salesforce fiscal calendar, motivations of sales agents and what your businesses needs from a deal are key steps in negotiating contracts with the CRM giant. Continue Reading
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Salesforce customers supplement CRM with AppExchange tools
Salesforce customers are turning to the AppExchange to supplement their CRM function. Many find AppExchange tools to be more cost-effective and to integrate better with the CRM. Continue Reading
Problem Solve CRM strategy and implementation Issues
We’ve gathered up expert advice and tips from professionals like you so that the answers you need are always available.
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3 ways CRM improves customer experience
To be efficient, businesses need their information in one place. Using a CRM system, companies can improve CX by keeping track of their customers and automating business processes. Continue Reading
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Five common pitfalls in content marketing strategies
Companies still need to be convinced that content marketing strategies are must-haves in the marketing toolkit. Continue Reading
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Case Study: Can field service management ring a telecom's bell?
Field service management is an area of CRM you may have forgotten about, but it's alive and well and using analytics to improve service levels. Continue Reading