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
Free Guide: Acquia Lift v. Evergage v. Google Optimize
As content personalization platforms become more widely adopted, it’s important to have a clear understanding on how they would potentially add to your marketing team. Inside, explore the catalyst for personalization, 3 things personalized content delivery depends on, and how these 3 featured vendors stack up in 8 categories.
CRM strategy and implementation News
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April 05, 2019
05
Apr'19
Salesforce Classic nearing end of life, but not dead yet
Salesforce's Lightning UI debuted three years ago, and the vendor stopped adding features to its predecessor, Classic. Customers cling to Classic, despite a big push for Lightning.
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March 15, 2019
15
Mar'19
Microsoft Government Community Cloud adds Teams, Dynamics 365
U.S. government agencies are undergoing a digital transformation, and Microsoft hopes that upgrades to its Government Cloud lineup will make its platform part of that change.
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March 01, 2019
01
Mar'19
Microsoft mixed reality software comes to smartphones
Microsoft is adding mixed reality capabilities for sales departments and for customer service, extending the features beyond their HoloLens headset and onto smartphones.
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November 09, 2018
09
Nov'18
Cloud e-commerce IT battle pits content management vs. CRM
ERP-based and stand-alone e-commerce systems dominate the market. As more companies go to the cloud, CRM and CMS vie to be the next foundation of e-commerce.
CRM strategy and implementation Get Started
Bring yourself up to speed with our introductory content
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Our rebrand: Customer experience strategy, platforms, best practices
Customer experience strategy blurs lines between sales and marketing automation, customer service and e-commerce as they come together on next-generation customer experience platforms. Continue Reading
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Which vendors make the best CRM for small businesses?
Choosing a CRM for small businesses can be difficult, as the most well-known CRM vendors cater to large enterprises. Others, however, create products with SMBs in mind. Continue Reading
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Customer data analytics a slam dunk for the Spurs
The San Antonio Spurs adopted Kore Software to build on top of its CRM to help with customer experience. 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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Choosing between single- vs. multivendor strategy for CRM
There are two ways to set up a CX tech stack -- either an integrated CRM suite or best-of-breed approach. There are benefits to each model, and the two are compared here. Continue Reading
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Industrial engineering company chooses integrated CRM for CX needs
Through partnering with only Oracle for all of its CX needs, Schenck Process realizes the benefits of an integrated CRM over multiple products. Continue Reading
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Using Shuttle to track sales leads and close deals
Using Shuttle to track sales leads, sales reps at CBC Settlement Funding can focus less on coordinating follow-up emails and nurturing campaigns and more on closing deals. Continue Reading
Manage CRM strategy and implementation
Learn to apply best practices and optimize your operations.
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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
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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
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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
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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Nine skills every call center agent job requires
Call center agents need to make sure they have the skills for which hiring managers are looking. Here are the top call center agent job skills you'll need to land a job in a contact center. 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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CRM data types: Understanding data diversity
Not all data is the same. This primer explains the diversity of your CRM data types and how to glean actionable data from them. Continue Reading