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
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November 21, 2019
21
Nov'19
Salesforce Trailhead app makes learning more convenient
Learning Salesforce skills and boosting career potential gets easier with the new mobile app, Trailhead Go. Customers explore how they can take advantage of it.
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November 21, 2019
21
Nov'19
Salesforce Dreamforce 2019 news, events and highlights
Dreamforce 2019, Nov. 19 to 22 in San Francisco, promises a variety of announcements and events. Follow this guide for all the happenings during the conference.
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November 21, 2019
21
Nov'19
New Salesforce Customer 360 aims to unify data sources
In aggregate, the new Customer 360 features Salesforce added to its sales, marketing, e-commerce and service platform resemble a customer data platform. Customers, analysts and partners weigh in.
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November 20, 2019
20
Nov'19
Odaseva introduces high availability for Salesforce
Odaseva is rolling out a feature that can provide Salesforce with high availability, letting them work with Salesforce data even when the SaaS application is down.
Customer relationship management (CRM) Get Started
Bring yourself up to speed with our introductory content
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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
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What is the role of a customer success manager?
The customer success manager is an essential CX role that takes a proactive approach to ensuring customer loyalty and retention, balancing out automated CRM functions. 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
Evaluate Customer relationship management (CRM) Vendors & Products
Weigh the pros and cons of technologies, products and projects you are considering.
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Oracle expands Customer Experience platform with Oracle Digital Sales
Features of the new CRM tool include Oracle Digital Assistant and a user interface that brings tasks frequently done by sales reps into one place to reduce data entries and clicks. Continue Reading
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Microsoft CDP helps businesses unify customer data
Microsoft Dynamics 365 Customer Insights takes data from disparate sales, service and marketing systems to bring it all into one golden record of the customer. 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
Manage Customer relationship management (CRM)
Learn to apply best practices and optimize your operations.
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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
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Learn how to build a Salesforce app in 4 steps
Salesforce users can follow these steps to create sophisticated codeless apps that integrate the Next Best Action feature using the Lightning App Builder. Continue Reading
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Why do you need backup for Salesforce and other SaaS apps?
Backup for Salesforce is available from several third-party vendors. Why aren't a lot of organizations doing it? Explore some of the many reasons why you need this backup. 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.
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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
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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
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How Lucky Brand improved its online customer experience
As retailers try to keep up with customers' changing expectations, more and more brands are trying to mesh their online shopping experience with their in-store experience. Continue Reading