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.
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CRM strategy and implementation News
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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.
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October 03, 2019
03
Oct'19
Zendesk Sell apps marketplace extends Sunshine CRM platform
Zendesk's Sunshine CRM gets an apps marketplace built on its Sell sales force automation platform, adapted from the 2018 acquisition of FutureSimple's Base.
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September 26, 2019
26
Sep'19
New Salesforce clouds focus on manufacturing, consumer goods
Following the success of the Health Cloud, Salesforce is releasing new industry-specific cloud services for the manufacturing and consumer goods sectors.
CRM strategy and implementation Get Started
Bring yourself up to speed with our introductory content
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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
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These are the ABCs of marketing in the digital age
Audience understanding, behavior analysis, marketing convergence and accessible design are the ABCs of marketing in the digital age, according to Microsoft's Purna Virji. Continue Reading
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Customer service vs. customer experience: What's the difference?
Customer service is an age-old concept, but where does it fit into the customer experience? Here's how the two are different and where they intersect. 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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Key differences between transactional and relationship marketing
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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Have success with SAP C/4HANA on-premises-to-cloud migration
There is no one way to complete a CRM platform migration, but a little planning and asking questions along the way can ensure you are on the road to success. Continue Reading
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How can customer relationship metrics benefit CX?
Companies often look at customer relationship metrics to determine how customers feel about a brand. Here are examples of how to obtain and use information to qualify customer relationships. 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