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CRM Best Practices, Research Insights and Expert Opinions

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CRM Business Intelligence – 10 Steps to Success

A 10 step approach to plan and deploy a CRM Business Intelligence or CRM analytics solution for Best-in-Class decision support.

Big Data Implementation Guide

Big data is a big opportunity, but also comes with big risk. Here is the upside, the challenges and a 7 step big data implementation plan.

CRM for Sales Reps

The 7 most powerful CRM capabilities to increase salesperson productivity, sale opportunity win rates and sales force quota attainment.

Why the Contact Center 360 Customer View is so Essential

Everyone knows contact center metrics are essential. However, not everyone knows a 360 customer view is a prerequisite to maximizing contact center metrics.

Contact Center Metrics That Matter

See the most important contact center metrics and then use them to modify processes which drive change and sustained performance improvements.

Top CRM Benefits for the Contact Center

Here are several of the most cited and impactful CRM software benefits for contact or call centers and their customers.

How to Measure Customer Centricity

How companies can measure customer centricity and directly impact company objectives such as revenues, margins and profits.

Why You Need Marketing Automation Software

Here’s how marketing automation software can deliver more and better leads to the salesforce and show impressive marketing ROI.

How To Use Nurture Campaigns to Double Qualified Leads

A nurture marketing strategy and nurture campaign best practices to double the number of qualified lead acquisitions.

A Guide to Sales and Marketing Alignment

A proven Sales and Marketing Alignment framework with step by step execution, analyst research insights and payback metrics.

The CMOs Top Three Objectives

The 3 most important strategies for CMOs to deliver the greatest marketing contribution to the company, and their own careers.

Salesforce Marketing Cloud vs Account Engagement

Looking at Salesforce marketing solutions? Here is the side by side comparison of Salesforce Marketing Cloud and Salesforce Account Engagement

Marketo vs Salesforce Marketing Cloud Account Engagement

A side by side comparison of Adobe Marketo Engage and Salesforce Account Engagement (aka Pardot) shows the most significant differences.

HubSpot Marketing Hub vs Salesforce Account Engagement

A side by side comparison of HubSpot Marketing Hub and Salesforce Account Engagement (aka Pardot) shows the most significant differences.

HubSpot Marketing Hub vs Salesforce Marketing Cloud

A comparison of HubSpot Marketing Hub and Salesforce Marketing Cloud shows the differences so you can choose the one that’s right for you.

Why Marketing Automation Software Fails

Here are the top 7 reasons why marketing software fails to deliver on its promise, and the mitigating strategies to do better.

Sales Lead Distribution Best Practices

The top sales lead distribution best practices to ensure lead follow through, reduce lead leakage and optimize your lead transfer process.

Lead Scoring Best Practices

A 10 step lead scoring framework to accurately calculate lead scores and determine when a sales lead is ready to buy.

Use Personas To Grow Customer Acquisitions and Retention

When Personas show when, why and how customers make buying decisions they drive increased customer acquisitions.

The Most Common Mistakes with Customer Personas

The most common customer persona design and implementation mistakes – and how to prevent them.

The Best Methods to Acquire Consumer Insights

The top 5 methods to acquire consumer insights to increase customer acquisitions, customer share, and customer retention.

Lead Score Models

Lead scoring models and examples to accurately calculate lead scores and determine when a sales lead is ready to buy.

Customer Segments Versus Customer Personas – Top Benefits of Each

The differences between customer segments and personas, and how they work together to improve customer engagement, conversions and retention.

The Call Center Agent Avatar

Learn how leading call centers are implementing virtual agent avatars to improve customer service, reduce wait times, and save money.

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