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Customer Relationship Management (CRM)

Making CRM Do Its Job

In this white paper Robert Heidenreich explains how to stem the degradation of your customer database.

Managing CRM Data for Sales Performance

This paper is designed to help you understand how you can approach the data issues relating to your CRM.

Got CRM? Small Business Guide for Small Business

The purpose of this white paper is to educate small business owners on what, why and how customer relationship management (CRM) can retain existing customers and help their business grow.

Organic Customer Growth for Financial Services Institutions

This paper will look at innovative strategies and technologies to support customer growth and profitability.

Building Profitable Customer Relationships and Personalized Retention Strategies

This white paper explores best practices for maintaining customer value and loyalty with a data-driven approach to retention.

Cross-Sell At A Crossroads: Part 1

This white paper is about why institutions must become effective relationship managers before they can be effective cross-sellers.

Cross-Selling Check-Up: Are You Effectively Timing Consumer Interactions?

Catching a consumer during the precise window of opportunity when that consumer has both a need and a propensity to activate is ultimately the “holy grail” of marketing. But for most marketers, selling at the right time is an Achilles heel.

Bridging The CRM Analysis Gap

This paper explores how a new type of analytic application, known as customer value management (CVM).

The Customer Ecosystem

This whitepaper describes the customer ecosystem, outlines the requirements, and shows how it can benefit a financial services company.

At Home Agent Business Case and Best Practices

An at-home agent business model provides compelling benefits for enterprises and agents alike.

Time Coaching Builds World-Class Contact Centers

Hosted contact center solutions are altering market dynamics and redefining the rules for contact center investments.

Measuring the Customer Experience

Customer Experience Management has gained tremendous ground as it changes the way we look at our customer relationships. As a Healthcare IT market research leader, Porter Research conducts over 6,000 interviews a year with hospitals, clinics, and payers.

Leveraging Information for Innovation and Competitive Advantage

Think differently about information. Information is not just stored in your customer databases, file systems, content management systems or applications (e.g., ERP, CRM and SCM). Information resides in many different repositories including custom applications, emails, digital images and reports. You need to make sure you are leveraging all your relevant information no matter where it originated, no matter what its format and no matter where it resides to help your organization innovate, compete, provide service and grow. You need to understand the value of your information and to recognize and act on the importance of information quality. This white paper explains how to think differently about information, think differently about what it means to have a business solution, think differently about your overall IT environment, and how to meet the challenges of leveraging information.

The Definitive Guide to Midmarket ERP Solutions

This comprehensive guide contains: 'The Inside CRM Midmarket ERP Solutions Buyer’s Guide,' 'The Inside CRM Midmarket ERP Solutions Checklist,' '10 Questions to Ask When Choosing a Midmarket ERP Solution' and 'The Inside CRM Midmarket ERP Solutions Comparison Guide.'

The ABCs of Choosing a CRM System

In today’s competitive business world, smart businesses understand that focusing on the customer is a key to success. Implementing a customer relationship management (CRM) system is a smart investment that helps companies manage relationships, streamline operations and grow revenues. This white paper, The ABCs of Choosing a CRM System, focuses on the main elements that companies should consider when selecting a CRM strategy that will help attract and retain customers.

Five Ways Large Enterprises Take Advantage of CRM Solutions

Customer Relationship Management promotes synergy across all front-office functions. Sharing information and analysis streamlines the sales cycle from start to finish - from prospect to satisfied customer, marketing campaign to sales revenue, business data to expanded market share.

Find out the five main features to consider in your purchase and see how others have used CRM solutions to boost their competitive advantage. VendorGuru can help connect you to the right vendors for your business.

Turning Customer Interactions into Money

The sheer wealth of information about today’s customers that can applied toward anticipated behavior is staggering. A new white paper from Peppers & Rogers Group and SPSS will show you how to use data and the insight gained from it, to predict customer behavior. You’ll learn how to leverage this predictive knowledge to drive changes in customer behavior and increase enterprise profitability.



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