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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Report: How Nike, Netflix, and Delta Are Expanding Their CX Strategies

Here’s a recent report from Worldwide Business Research (WBR) that explores how Netflix’s commitment to personalization is impacting customer expectations, Nike is turning data into unrivaled customer experiences, Wendy’s is driving customer experience through digital, and more.

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Customer relationship management (CRM) News

May 28, 2020 28 May'20
Pega Academy goes free with Trailhead-like badges

On the eve of his company's user conference, Pegasystems CEO Alan Trefler discussed COVID-19, RPA tech, free Pega skills training and a new appreciation for old rival Salesforce.
May 27, 2020 27 May'20
Odaseva app replaces Salesforce data recovery service

Odaseva said its new DailyExport.io app fulfills the needs of customers who use Salesforce Weekly Export and the soon-to-be-shuttered Salesforce Data Recovery Service.
May 19, 2020 19 May'20
Microsoft buys Softomotive to boost Power Platform RPA

Microsoft's acquisition of Softomotive gives Power Automate users a low-code RPA system to build bots for Windows-based tasks.
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.

Customer relationship management (CRM) Get Started

Bring yourself up to speed with our introductory content

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
6 ideas to consider before making a C/4HANA SAP cloud migration

Moving to SAP's C/4HANA platform may lead to improved CX. However, companies should make some considerations before starting an on-premises to SAP cloud migration. 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

Evaluate Customer relationship management (CRM) Vendors & Products

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

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
Salesforce salary survey shows increase in Trailhead use

The annual Mason Frank International survey shows the top two Salesforce certifications are administrator and platform app builder. Trailhead use has also increased. Continue Reading
Software CDP features don't equate to CDP branding

While many tech companies have software with customer data platform attributes, some vendors, such as Salesforce and Oracle, don't put the CDP label on them. Continue Reading

Manage Customer relationship management (CRM)

Learn to apply best practices and optimize your operations.

3 key training areas for remote sales success

Remote work is easy for some departments, but sales teams may struggle without in-person interactions. Businesses should train sales reps to be successful while working from home. Continue Reading
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
Big retailers share their CX strategies

Effective customer experience strategies have a big impact on business success. Hear what Carnival Corp., Ritual Cosmetics and Ashley Stewart have to say about CX. 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.

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
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