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.
New & Notable
Customer relationship management (CRM) News
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December 29, 2021
29
Dec'21
AI is the game-changer needed in customer service
The holiday season is a busy time for call center agents. However, problems in the CX industry are leading organizations to turn to machine learning for optimization.
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October 13, 2021
13
Oct'21
Veeam Backup for Salesforce seeks to protect user data
Veeam's Backup for Salesforce enters a market that has become busier in the last couple of years. Its features include comparison of data and metadata.
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October 12, 2021
12
Oct'21
HubSpot CRM adds B2B online payments processing
HubSpot CRM adds no-code Stripe online payments as well as data governance and enhancements to Operations Hub such as analytics and a Snowflake integration.
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September 23, 2021
23
Sep'21
New Salesforce native backup may not be enterprise ready
Salesforce unveiled a new way to natively back up and recover data within the platform, but it doesn't compare to the enterprise-grade features backup vendors offer.
Customer relationship management (CRM) Get Started
Bring yourself up to speed with our introductory content
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10 customer service best practices to follow
As customer service evolves into a multidimensional force, agent training and experience, performance analysis, virtual assistance, customer sentiment and net promoter scores rule. Continue Reading
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6 ways to build customer loyalty for your business
Creating and implementing an effective customer loyalty strategy involves communicating and understanding customers' needs. Continue Reading
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How do you create a chatbot and connect it to Salesforce?
Salesforce users have two ways to create a chatbot: using an outside platform and connecting finished creations through Salesforce Lightning, or writing it in Salesforce Einstein Bot. 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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CRM vs. CDP vs. DMP: What's the difference?
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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Salesforce partner demand soars, M&A follows
The Salesforce skills crunch has generated a wave of acquisitions in the partner ecosystem. But M&A isn't the only remedy: Consultants have also boosted training. Continue Reading
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Inside 5 big-name relationship marketing strategy examples
How does Nike form an emotional bond with sneakerheads? How does Starbucks know what latte flavors customers want? The answer lies in their relationship marketing strategies. Continue Reading
Manage Customer relationship management (CRM)
Learn to apply best practices and optimize your operations.
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The future of customer service: 12 trends to watch
Advanced technologies continue to shape customer service goals to streamline digital workflows, increase positive experiences, lower agent turnover and improve contact center ROI. Continue Reading
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4 tips for creating a personalized marketing strategy
Companies must deliver relevant content and personalize their marketing strategies if they want to see an increase in revenue and brand loyalty. Continue Reading
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10 lead scoring best practices to improve sales efficiency
Lead scoring helps sales and marketing teams identify which customers to pursue based on a points system. Lead scoring aims to develop sales-ready leads. 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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8 customer service challenges and how to resolve them
The most important skill for a customer service agent to learn is empathy. That, plus a well-crafted customer service plan, can solve nearly any problem that arises. Continue Reading
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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
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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