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CRM Best Practices, Research Insights and Expert Opinions

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Best Practice

CRM Data Conversion Best Practices

Electronic data conversions routinely result in project delays to CRM implementations. Here are the best practices to prevent this problem.

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How

Why CRM Implementations Fail – and how not to

The top 5 causes of CRM failures and the CRM software implementation success factors to avoid disappointment.

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CRM ROI

CRM Software Benefits that Deliver the Biggest ROI

The business case for a CRM software purchase must demonstrate clear ROI. Here are the top CRM benefits that produce the biggest ROI.

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Innovation

Innovation Portfolio Management

How innovation portfolios minimize risk, allocate resources pursuant to prioritized objectives and maximize financial payback.

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Retail CRM Software

How to Succeed in Omni-Channel Retailing

A 10 step omni-channel retail strategy and deployment framework to improve the retailers brand, consumer engagement and revenue growth.

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Dashboard

Innovation Dashboards and Metrics

The four innovation dashboards most needed to demonstrate clear prototyping progress toward market success.

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Information

Customer Experience Defined

We define Customer Experience Management and explain the strategies, processes and software to achieve customer and company benefits.

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Happy Customer

Customer Experience Tools

Businesses that implement Customer Experience strategies, policies and software tools reap increased upsell, customer share, referrals and ROI

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CRM Retail Technology

Retail CRM Software (Finally) Comes of Age

How Retail CRM software is driving customer experience strategies, omni-channel engagement, loyalty programs and retail marketing automation.

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CRM Software

From CRM to Customer Experience Management

Customer experience management (CXM) is not just repackaged CRM. CXM marks a shift from internal to external customer engagement.

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Retail Showrooming

How To Solve the Retail Problem of Showrooming

The strategies and tactics to mitigate the retail showrooming threat and turn this challenge into an opportunity.

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Mobile CRM

Mobile Retail Execution

Mobile retail best practices for clienteling, mobile marketing, SoLoMo, retail mobile apps, mobile POS and more.

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Social Media and CRM

Customer Experience Technology Solutions

Learn how Customer Experiences impact business performance, and the technology businesses can use to deliver differentiated experiences.

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Distribution and CPG

CPG Strategy Imperatives

CPG companies that step up their business strategies to improve customer experiences and agile supply chains will become the biggest winners.

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Retail Technology

A Retailers Guide to Best-in-Class Retail Technology Management

How smart retailers are changing their software technology management to better support users, customers and more fluid business strategies.

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How

Does CX Need Customer Experience Software?

When implementing a customer experience strategy, do you need customer experience software, or can you use CRM software?

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Company Growth

7 Steps to a Customer Centric Company

A 7 step plan to achieve a customer-centric business model that aligns with what customers really want, not what you think they want.

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Government CRM

Public Sector CRM

With government CRM, or Constituent Relationship Management, you must align citizen incentives with the CRM program to achieve success.

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Big Data

Big Data in Retail Examples

Here are 5 Retail Big Data examples that deliver big paybacks.

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Open Source CRM

What Does Open Source CRM Success Look Like? Ask Estes Inc.

Estes is a case study example in why and how open source CRM software can deliver unique benefits and compelling value for businesses.

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Retail robot

How Retail Robots Decrease Stock-Outs and Increase Store Revenues

How retail robots are lowering stockouts, decreasing labor cost, increasing customer experiences and growing retailer revenues.

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CRM Dashboard

SAP and Customer Experience Technology

Here is how SAP is supporting Customer Experience Management (CXM or CX) by linking CX strategies with application software.

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CRM User

311 CRM Systems Improve Citizen Services and Trust

CRM software is frequently being used for city 311 services. Here are the top 311 system capabilities and citizen benefits.

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