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CRM White Papers

  • RBC Implements Virtual Agents to Improve Online Customer Experiences

    Sponsored by: [24]7 Customer, Inc.

    RBC, a large financial services institution, wanted to improve customer relations while reducing the number of calls coming into its contact centers. Access this case study to learn how they implemented virtual agents across their banking, direct investing, and insurance websites to enhance the customer experience and improve their bottom line.

  • 8 Steps to Creating an Effective Holiday Marketing Campaign

    Sponsored by: Marketo

    This guide is designed to help marketers face the challenge of standing out, capturing consumers' attention with fun, relevant, and personalized campaigns in order to drive revenue. Discover 8 steps that cover how to plan and run an effective holiday marketing campaign, including identify your segments, personalize the experience, and 6 more.

  • Magic Quadrant for CRM Lead Management

    Sponsored by: Marketo

    This Magic Quadrant report by Gartner evaluates 17 CRM lead management providers to help IT leaders make the right choice for their company, in collaboration with marketing, sales, and digital commerce leaders. Uncover an extensive comparison of CRM products and learn who the top performers were in customer experience, innovation, and more.

  • Customer Engagement Strategies Hinge on Social Media Savvy

    Sponsored by: Bazaarvoice

    Social media plays an important role in customer engagement strategies, but many sales and marketing teams struggle with how to use social platforms. This guide features insights from Sales Machine 2016, a two-day sales best practices and technology convention. Learn how you can use social media as an effective customer engagement tool.

  • What Are the Alternatives to NetSuite?

    Sponsored by: Deskera

    It is hard for SMBs to want to do business with large CRM providers, especially when they merge with an even larger company. Thankfully, the CRM market is growing and there are alternatives to playing with the big boys. Take a look at this cloud-based alternative and consider whether you need to go big to be successful.

  • Enterprise Content Management E-Book: Outthink Content Chaos

    Sponsored by: IBM

    Enterprise content management (ECM) can make or break your reputation with your customers. Learn how cognitive and cloud-based ECM both secures your content and puts it to work for you. Access this e-book and its accompanying videos to learn about a plethora of business challenges and how ECM helps overcome them.

  • Social Technology and Tools: A Research Report for Social Marketing

    Sponsored by: Lithium Technologies

    Why are marketers struggling to take advantage of social media? Why isn't there a common set of tools amongst all social suites? Access this vendor-neutral research report to learn about the importance of social media marketing technologies, the challenges marketers will face, and more.

  • How to Create Highly Effective Email Marketing

    Sponsored by: Marketo

    This ebook explains how you can craft 10 different types of marketing emails to create the most customer engagement possible. You'll learn the best time to send abandoned-cart emails, how much information to include in your new subscriber emails, what it takes to build lasting relationships with your customers, and more.

  • Buying ERP? 5 Shocking Examples of Where it Went Wrong

    Sponsored by: Deskera

    Enterprise resource planning (ERP) software is one of the most important tools you'll have to decide on. The ERP software market can be dangerous if you do not tred carefully. Here are 5 examples when ERP projects experienced significant failures.

  • The Modern State of Email and How To Increase Your Deliverability

    Sponsored by: Marketo

    In this white paper, explore what drives modern email deliverability and learn some best practices for crafting an engaging email. Discover Gmail's new tabbed inbox filters, how to write subject lines with important "trigger words" and more.

  • How is Deskera, the next NetSuite?

    Sponsored by: Deskera

    The cloud-based ERP/CRM tool market is going through a shakeup. Before you start looking at vendors, take a look at what your current business needs are. Access this white paper to learn which considerations you need to prioritize, and why, as well as how your business size may affect which options are available to you.

  • High Tech Pioneers the Digital Economy: A Catalyst for Growth

    Sponsored by: SAP

    To help you create a competitive digital business framework, this e-book explores the 5 key pillars of a digital strategy. Find out how these 5 factors impact successful strategies and discover an integrated cloud platform that boosts data management, mobile, collaboration, and analytic capabilities.

  • Sales & Marketing Alignment: Bridging the Gap

    Sponsored by: TechTarget

    Sales and marketing alignment involves a solid partnership to ensure a seamless customer experience. In this guide, Sales & Marketing Alignment: Creating a Solid Partnership, uncover sales and marketing alignment strategies to get the best results from customer service, customer experience, sales, and marketing initiatives.

  • How Consumer Products Firms are Using Technology to Realize Business and Customer Engagement Goals

    Sponsored by: SAP

    Advanced technology plays an important role in the transition to digital consumer engagement. Learn which tools can enhance your omnichannel potential, along with monitoring and analysis of consumer interactions.

  • Leveraging Analytics For The Future in The New Data Generation

    Sponsored by: SAS

    In this whitepaper learn how you can leverage your business' analytics do discover not only what your customers want now, but to learn what they will want in the future. Learn how to build detailed customer profiles, personalize analytics using AI, increase customer engagement with transparent analytics, and more.

  • The Value of Cloud ERP to Your Business

    Sponsored by: NetSuite

    Finding the right ERP strategy is critical because it helps perform and improve critical functions like automating core business operations, improving financial compliance, enhancing customer service, and more. Access this buyer's guide to help decide if on-premise ERP is right for your needs or if it's time to consider migrating to the cloud.

  • Using Technology to Sharpen Business Practices and Improve Customer Engagement

    Sponsored by: SAP

    The Internet of Things (IoT) can offer new insights and provide more value to customers and consumers. Learn more ways disruptive technology can help you engage your audience and maintain your competitive advantage by reading this report.

  • Cox Automotive Turbocharges Cloud Customer Experience

    Sponsored by: Red Hat

    Create a private cloud that provides a self-service IT portal for its resource provisioning—unlocking the potential to support development of new products while avoiding the risk of shadow IT.

  • Retail: Small and Midsize Retailers Can Drive Revenue, Efficiency, and Loyalty with Smart Adoption of Advanced Technology

    Sponsored by: SAP

    The digital transformation of retail is changing the buying, sourcing, merchandising, and sales strategies of our in-store past. Learn what your competitors are doing to expand their omni-channel reach, and uncover new ways to approach these changes.

  • Top 10 Global Bank Securely Extends Internal Content Systems to External Investors

    Sponsored by: IntraLinks, Inc

    Business expansion is a good sign, but it comes with operational growing pains. This case study details how a top 10 global bank implemented a secure collaboration solution to meet the increasing requirements of its growing sales teams and share sensitive documents from SharePoint, Salesforce, and Oracle systems with external investors.

  • Manage Your Contact Center For More Meaningful KPI's

    Sponsored by: Genesys

    In this expert e-guide you'll find some helpful hints as to how you can identify the proper metrics needed to produce meaningful contact center KPI's. In addition, read 7 dos and don'ts of call center management to help you nourish your agent's best CRM practices.

  • 7 Reasons Why Mobile Messaging Works & 3 Reasons Why It Fails

    Sponsored by: Twilio

    It's important to understand why mobile messaging may or may not work for your organization's customer service strategy. Here are 7 reasons why it works and 3 reasons why it occasionally fails.

  • Key Pros and Cons of Salesforce Sales Cloud

    Sponsored by: Salesforce

    In this brief expert guide, explore the pros and cons of Salesforce Sales Cloud. Learn why some users praise Sales Cloud's usability and accuracy, while others mourn its mobile CRM capabilities.

  • A Blueprint For Building Your Mobile Messaging Strategy

    Sponsored by: Twilio

    97% of Americans use messaging at least once a day, but less than 40% of businesses support messaging as a contact channel. In this e-book, discover a how to successfully incorporate messaging into your omnichannel customer engagement strategy. Learn how Uber, Airbnb, and 8 more major companies lead the way when it comes to mobile messaging.

  • 2016 대한민국 디지털 경험 보고서

    Sponsored by: SAP

    대다수 대한민국 기업은 디지털 변혁을 통해 고객 경험을 개선하고자 노력합니다. 하지만 디지털 경험에 만족하는 소비자는 네 명 중 한 명에 불과합니다.

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