Customer relationship management (CRM)

Customer relationship management (CRM) platforms remain the foundation of sales and service for most businesses. See how this mature technology is adapting to the era of customer experience management.

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Customer relationship management (CRM) News

August 10, 2020 10 Aug'20
Gearset adds Salesforce backup to its toolbox

Gearset Data Backup takes backups more frequently than Salesforce's native tools and uses Gearset's deployment engine, normally used for DevOps, for recoveries.
July 30, 2020 30 Jul'20
Salesforce's AI-powered Einstein Call Coaching now available

Salesforce's Einstein Call Coaching has moved out of pilot testing, during which a steel building manufacturer saw a 60% reduction in time spent manually analyzing customer calls.
July 29, 2020 29 Jul'20
Oracle CX head Rob Tarkoff: Acquisition integrations complete

The executive vice president of CX and Oracle Data Cloud discusses how acquired technologies have been fully integrated into Oracle's customer experience SaaS application stack.
July 23, 2020 23 Jul'20
Tech virtual conferences plagued by problems, boredom

Tech vendors staging virtual events during the pandemic have stumbled in trying to reproduce the in-person conference experience. Some have succeeded.

Customer relationship management (CRM) Get Started

Bring yourself up to speed with our introductory content

What roles are essential on a content marketing team?

There are a number of people involved in business content marketing teams. Some of those roles include content managers, content strategists and content creators. Continue Reading
Salesforce Trailhead

Trailhead is a series of online tutorials that coach beginner and intermediate developers who need to learn how to code for the Salesforce platform. Continue Reading
10 ways to improve the customer experience today

Many organizations struggle with where and how to improve CX, as the focus shifts from CRM to customer experience. Here are 10 strategies to use for a successful journey. Continue Reading

Evaluate Customer relationship management (CRM) Vendors & Products

Weigh the pros and cons of technologies, products and projects you are considering.

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
What are the differences between CRM, CDP and DMP platforms?

Sales and marketing terms are like alphabet soup, and the different acronyms can get confusing. Find out the difference between three major platforms: CRM, CDP and DMP. Continue Reading
What to expect from the Salesforce and Tableau integration

The Tableau integration with Salesforce has many users wondering how this will affect its approach to growth and development, and its place in the digital transformation marketplace. Continue Reading

Manage Customer relationship management (CRM)

Learn to apply best practices and optimize your operations.

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
CEM vs. CRM: Which platform is best for your business?

Businesses must be familiar with CEM and CRM if they want to improve customer experience. While these acronyms sound similar, they are different. Continue Reading
The role and responsibilities of a customer relationship manager

The customer relationship manager has a challenging and ever-evolving role to play when it comes to optimizing the customer experience. Continue Reading

Problem Solve Customer relationship management (CRM) Issues

We’ve gathered up expert advice and tips from professionals like you so that the answers you need are always available.

Health and wellness business reviews use of Salesforce CMS

Zenovate pivoted from offering in-person massages to prerecorded yoga videos while the COVID-19 pandemic continues to rage. Learn how the company used Salesforce's CMS to do so. Continue Reading
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
Salesforce Einstein Vision sinks teeth into shark recognition

Using drones and a modified version of Salesforce's Einstein Vision, marine biologists at the University of California, Santa Barbara, can track and identify great white sharks. Continue Reading