crm processes

Results 1 - 23 of 23Sort Results By: Published Date | Title | Company Name

Increase Your Productivity with DocuSign for Office 365

Published By: DocuSign UK     Published Date: Nov 06, 2018
"Microsoft has teamed up with DocuSign to make our industry-leading eSignature apps available to businesses and consumers within Microsoft applications, making it easier than ever to stay productive. Robust apps for Outlook, Word, SharePoint, Dynamics CRM, Windows and Windows Phone are making it easier for organisations of every size, industry, and geography to quickly and securely transact business anytime, anywhere, on any device. Read this white paper to learn how you can use DocuSign for Office 365 to: - Go digital: Send and manage your documents work flow more efficiently - Save time: Eliminate paper-based processes like printing, scanning, and faxing - Increase productivity: With DocuSign for Office 365, transactions are done quickly and securely"
Tags : 
    
DocuSign UK

5 Models of Data Stewardship

Published By: SAS     Published Date: Apr 16, 2015
Former Intel CEO Andy Grove once coined the phrase, “Technology happens.” As true as Grove’s pat aphorism has become, it’s not always good news. Twenty years ago, no one ever got fired for buying IBM. In the heyday of customer relationship management (CRM), companies bought first and asked questions later. Nowadays, executives are being enlightened by the promise of big data technologies and the role data plays in the fact-based enterprise. Leaders in business and IT alike are waking up to the reality that – despite the hype around platforms and processing speeds – their companies have failed to established sustained processes and skills around data.
Tags : 
    
SAS

Evolve Or Die: Smart Ways To Address Changing Needs Of Customers

Published By: Pega     Published Date: Apr 04, 2016
Customers are evolving. They are evolving in the way they get information about products, what goes into making their purchase decision and ultimately how they buy. Businesses need to evolve and adapt how they manage their customer relationships. Customer Relationship Management (CRM) software was supposed to improve front-end customer engagement across marketing, sales and service. Unfortunately, most systems have the opposite result. Companies spend too much time integrating and maintaining disconnected systems and too little time nurturing relationships. Organizations need to transform their organizations from the inside out—embracing new processes and technologies that gathers, stores and gives them access to customer data so they gain more insight into their customers and therefore create more effective marketing and service programs. Download this Ebook and gain a better understanding of how a more robust CRM system can improve customer management.
Tags : 
    
Pega

Evolve Or Die: Smart Ways To Address Changing Needs Of Customers

Published By: Pega     Published Date: May 24, 2016
Customers are evolving. They are evolving in the way they get information about products, what goes into making their purchase decision and ultimately how they buy. Businesses need to evolve and adapt how they manage their customer relationships. Customer Relationship Management (CRM) software was supposed to improve front-end customer engagement across marketing, sales and service. Unfortunately, most systems have the opposite result. Companies spend too much time integrating and maintaining disconnected systems and too little time nurturing relationships. Organizations need to transform their organizations from the inside out—embracing new processes and technologies that gathers, stores and gives them access to customer data so they gain more insight into their customers and therefore create more effective marketing and service programs. Download this Ebook and gain a better understanding of how a more robust CRM system can improve customer management.
Tags : 
    
Pega

Beyond BPM - Enterprise Workload Management Reduces Costs & Improves Customer Service

Published By: Genesys     Published Date: Oct 16, 2013
Presumably, service-oriented businesses already have customer relationship management (CRM) and business process management (BPM) systems in place that create workflows and processes. However, traditional systems aren't enough - they often result in blind spots in the completion of work processes. To meet the increasing demands of customers in today's fast-paced marketplace, you need a way to manage these efficiency gaps - to effectively assign work and monitor completion. In other words, you need workload management. Download this resource to get a more in-depth look at the shortcomings of traditional customer service processes, and learn how enterprise workload management can help you overcome these issues as well as: • Create a holistic view • Increase flexibility • Reduce cost • And more
Tags : 
contact center, customer service, customer relationship management, technology, business process management, bpm, crm, enterprise applications, business technology
    
Genesys

Securing Office 365 with MobileIron

Published By: MobileIron     Published Date: Jul 31, 2015
Most large organizations deploy or intend to deploy a broad range of mobile apps to their employees for productivity, collaboration, CRM, ERP, analytics, and industry-specific business processes. Office 365 might be the productivity solution, but the IT team needs a central platform that can provide a consistent security and policy framework across all the mobile apps the organization will deploy both today and tomorrow. This whitepaper describes the MobileIron app security model and how it can be used to secure Office 365 for mobile devices.
Tags : 
office 365, mobileiron, crm, erp, analytics, security model, mobile apps
    
MobileIron

Solution Brief – Modern Cash to Quote Strategies

Published By: Oracle CPQ BB     Published Date: Feb 05, 2016
How much selling power are you really getting from your sales teams? Are you making the most out of your CRM investment? Companies have a universal need for revenue growth, profitability, and customer satisfaction. In hopes to satiate this need, most companies have made significant investments in sales force automation to capture sales data, increase visibility to sales pipeline, and gain business insight to make better business decisions. However, few companies can say they have fully realized the benefits they hoped to achieve from their CRM investment. Additionally, with today’s modern, informed buyer, CRM technologies need to empower sales users with better information that’s easy to find and helps them sell. Read more to learn how Oracle Configure, Price, and Quote (CPQ) Cloud extends sales automation to simplify and streamline modern quote-to-cash processes and more!
Tags : 
    
Oracle CPQ BB

The Power of ERP on Salesforce

Published By: FinancialForce     Published Date: Aug 20, 2019
Salesforce CRM + FinancialForce ERP Better Together The value of the Salesforce Platform is undeniable. Salesforce has helped companies around the world streamline their technologies and processes. So when you combine your Salesforce CRM with an ERP solution native to the platform, the benefits are only magnified. Sales, finance, services teams will be able to work from the same connected system, sharing a master customer record, with data unified and process and workflows harmonized. Some businesses have tried to reap these benefits through rough integrations between old ERP systems and Salesforce, but nothing is smarter or more effective than using an ERP solution built on the platform itself. Download the eBook and see how combining Salesforce CRM and FinancialForce ERP can help you:
Tags : 
    
FinancialForce

How to Ensure That Your Employees Will Want to Use CRM

Published By: Pivotal CRM     Published Date: Dec 21, 2007
In this paper, learn how with the right CRM solution, information workers can increase productivity, improve customer service, and boost collaboration, while the business simplifies complex processes, increases sales, and reduces costs.
Tags : 
information worker, crm, microsoft, office, customer relationship management, user adoption, information management, data management, information overload, productivity, integration, pivotal, pivotal crm, quinstreet, application integration, enterprise software
    
Pivotal CRM

5 Secrets: Build Your Sales Pipeline and Keep It Growing

Published By: Salesforce.com     Published Date: Sep 16, 2013
The typical strategy for meeting sales targets is to set aggressive individual rep quotas, rely on your top reps to achieve them, and then hope to get enough from the rest of your team to get over the top. Find out how to make a major shift in your sales approach for the better in order to both increase individual sales rep effectiveness and improve collaborative team selling. Download now.
Tags : 
crm, technology, chart, customer relationship management, solution, strengthen relationships, synchronize business processes, organization, success, knowledge management, enterprise applications, data management, business technology, data center
    
Salesforce.com

Gartner: Customer Service Management Toolkit

Published By: ServiceNow     Published Date: Oct 11, 2017
For years, companies have used CRM as the software of choice to manage customer engagement and information, in an attempt to deliver a great customer experience. Managing the front end of the engagement process is important. However, delivering proactive customer service – that prevents and resolves issues – requires much more than that. At ServiceNow, we believe that it is time to rethink the fundamentals of CRM and customer service and we invite you to explore the new strategies, processes, and technology presented in this toolkit. Doing so will enable your customer service teams to connect seamlessly with other departments and deliver the effortless and proactive service experience your customers expect. We hope you find the collection of research reports and whitepapers valuable.
Tags : 
    
ServiceNow

Top 5 Salesforce integration patterns

Published By: MuleSoft     Published Date: Jun 27, 2019
As the leading CRM system, Salesforce can accelerate and increase sales, enhance customer loyalty, and grow marketing capabilities. But how can businesses extend Salesforce to streamline business processes and maximize services and solutions? Effective and efficient integration of Salesforce with adjacent enterprise systems — such as databases, ERP and CRM systems, and custom applications — is critical to enabling sales teams, increasing revenue, and better serving customers. Across the broad spectrum of Salesforce integration needs, patterns emerge for how to best address integration challenges. Integration patterns are the most logical sequence of steps to solving a specific type of integration problem. Learn how to synchronize CRM systems, migrate from legacy CRM systems, broadcast ERP data into your CRM system, and more. Download the whitepaper now.
Tags : 
    
MuleSoft

The Power of Choice with Microsoft Dynamics CRM

Published By: Microsoft Dynamics     Published Date: Jul 03, 2008
Get this webcast to discover a customer relationship management (CRM) solution that works the way you do, the way your business does, and the way technology should. We explore how Microsoft Dynamics CRM delivers a familiar Microsoft Office Outlook interface to create a productive work environment. We also illustrate the powerful workflow and integrated reporting capabilities in Microsoft CRM that help you drive business processes and results.
Tags : 
bpm, crm, microsoft crm, microsoft dynamics, microsoft, business process management, customer relationship management, contact management
    
Microsoft Dynamics

Leveraging Real-Time Web Collaboration to Improve Your Sales Process

Published By: WebEx     Published Date: Apr 02, 2009
Sales organizations are always looking for ways to boost the performance of their sales teams by making them more effective in the sales process. Recent advances in Internet infrastructure technology and maturity of technologies supporting collaboration over the Internet have resulted in new methods for sales organizations to interact with their customers, collaborate with sales team members, and develop better visibility into their sales pipeline. Today, sales organizations are increasingly embracing real-time Web collaboration tools or Web Meetings to complement their sales processes because these tools can greatly enhance sales productivity and reduce costs.
Tags : 
webex, web collaboration, collaborative strategies, crm, sales force automation, sales cycles, sales processes, web meetings, lost revenue opportunities, sales managers, value proposition, communication tools, webex sales center, real-time web collaboration, it infrastructure, enterprise applications, customer relationship management, sales & marketing software, collaboration
    
WebEx

Leveraging Real-Time Web Collaboration - Improve Your Sales Process

Published By: WebEx.     Published Date: Apr 03, 2009
Sales organizations are always looking for ways to boost the performance of their sales teams by making them more effective in the sales process. Recent advances in Internet infrastructure technology and maturity of technologies supporting collaboration over the Internet have resulted in new methods for sales organizations to interact with their customers, collaborate with sales team members, and develop better visibility into their sales pipeline. Today, sales organizations are increasingly embracing real-time Web collaboration tools or Web Meetings to complement their sales processes because these tools can greatly enhance sales productivity and reduce costs.
Tags : 
webex, web collaboration, collaborative strategies, crm, sales force automation, sales cycles, sales processes, web meetings, lost revenue opportunities, sales managers, value proposition, communication tools, webex sales center, real-time web collaboration, it infrastructure
    
WebEx.

Creating Business Value with Communication-Enabled CRM Processes

Published By: SAP     Published Date: Mar 28, 2011
Learn how SAP Business Communications Management and SAP Customer Relationship Management provide the technology foundation for communication-enabled business processes that result in simplified interactions across marketing, sales, and service processes.
Tags : 
sap bcm, sap crm, cebp, customer relationship management, marketing automation, sales automation, sap
    
SAP

Forrester CRM Solutions For The Finance And Insurance Industries

Published By: SAP     Published Date: Feb 14, 2011
Download a copy of the Forrester report that reviews 24 CRM suite solutions to learn what they believe are the vendors strengths and weaknesses to support four key cross-functional processes in the finance and insurance industries.
Tags : 
crm, forrester, finance, insurance, lead management, sales, marketing sap, customer relationship management, marketing automation, sales & marketing software, sales automation
    
SAP

Supercharge Salesforce.com initiatives with a 360° view of the customer

Published By: IBM     Published Date: Oct 01, 2014
Salesforce.com is an industry leading cloud CRM solution which helps organizations streamline and effectively manage sales processes, customers and opportunities. The effectiveness of these initiatives can be improved dramatically by providing Salesforce with a 3600 view of the Customer to overcome the limitation of fragmented data that Salesforce currently relies on. This paper discusses how InfoSphere capabilities can be used to create comprehensive and accurate 3600 views of your customers from internal and external sources. This data is integrated seamlessly within Salesforce.com to help your sales teams get a complete view of the customer to help find the right contacts, allocate resources efficiently and identify new opportunities. This helps your sales teams be more efficient, effective and ultimately improve your win rate and drive more revenue.
Tags : 
salesforce, crm solution, data integration, data management, business intelligence, business process management, customer interaction service, customer relationship management
    
IBM

Hosted CRM Buyer's Guide: Learn what a Hosted CRM system can do for you

Published By: Tippit, CRM     Published Date: May 15, 2009
Today's Customer Relationship Management (CRM) solutions aim to recapture the personalized customer service provided by local mom-and-pop shops of yore – except with high-tech-analytics capabilities, collaborative platforms and automated processes. By gathering information from multiple data sources and storing it in a centralized location, a hosted CRM solution provides a holistic view of a customer in real time. Armed with this insight, a company’s management, sales and service people can better generate leads, target top customers, manage marketing campaigns, drive sales and boost customer satisfaction.
Tags : 
tippit, marketing, analytics, sales force automation, crm, onyx software, rightnow technologies, enterprise applications, customer relationship management, return on investment
    
Tippit, CRM

5 Models for Data Stewardship

Published By: SAS     Published Date: Sep 30, 2014
Former Intel CEO Andy Grove once coined the phrase, “Technology happens.” As true as Grove’s pat aphorism has become, it’s not always good news. Twenty years ago, no one ever got fired for buying IBM. In the heyday of customer relationship management (CRM), companies bought first and asked questions later. Nowadays, executives are being enlightened by the promise of big data technologies and the role data plays in the fact-based enterprise. Leaders in business and IT alike are waking up to the reality that – despite the hype around platforms and processing speeds – their companies have failed to established sustained processes and skills around data.
Tags : 
    
SAS

Mobile Application Monitoring Breeds Business Possibilities

Published By: HP - Enterprise     Published Date: Jun 05, 2013
Mobile applications have swept across geographic boundaries, cultures, and enterprises faster than any previous technology innovation. Consumers around the world use them to find their way when they travel by car and verify flight details when they travel by air. They check bank balances and sports scores, reserve theater tickets and dining reservations, shop online, pay bills, download entertainment, and participate in dozens of other everyday activities—using convenient portable devices like smart phones and tablets. The demand for this kind of convenience has spilled over into the world of work as well, and employees today expect to use their mobile devices to check email, participate in meetings, access files—even use enterprise applications, like ERP and CRM, that drive business processes.
Tags : 
mobile application, mobile convenience, business opportunities, travel, mobile data systems, smart phones, wireless application software, wireless hardware, wireless infrastructure, wireless phones, project management, service management
    
HP - Enterprise

Enhancing the Customer Experience with Loyalty Management

Published By: SAP     Published Date: Mar 29, 2011
Discover how deploying functionality for loyalty management in SAP Customer Relationship Management helps you collect valuable data that enables you to enhance the customer experience. You can then increase customer retention and foster development of a community of customers who serve as advocates for your business.
Tags : 
sap crm, loyalty program, crm processes, business intelligence, customer relationship management
    
SAP

Supercharge Salesforce.com initiatives with a 360 degree view of the customer

Published By: IBM     Published Date: Jul 08, 2015
Salesforce.com is an industry leading cloud CRM solution which helps organizations streamline and effectively manage sales processes, customers and opportunities. The effectiveness of these initiatives can be improved dramatically by providing Salesforce with a 3600 view of the Customer to overcome the limitation of fragmented data that Salesforce currently relies on. This paper discusses how InfoSphere capabilities can be used to create comprehensive and accurate 3600 views of your customers from internal and external sources. This data is integrated seamlessly within Salesforce.com to help your sales teams get a complete view of the customer to help find the right contacts, allocate resources efficiently and identify new opportunities. This helps your sales teams be more efficient, effective and ultimately improve your win rate and drive more revenue.
Tags : 
ibm, salesforce, crm solutions, sales processes, infosphere, sales opportunities, knowledge management, enterprise applications, data management, business technology
    
IBM
Search      

Add Research

Get your company's research in the hands of targeted business professionals.