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CRM Resources

Explore CRM white papers, reports, webinars and guides from across our content hubs.

16 Resources
3 Hubs
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16 resources found

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eBook
English

Connected Small Business: Your Guide to Faster, Smarter Business Processes

One thing has become increasingly clear over the past few years; businesses that are prepared to navigate unexpected disruption will be the ones that thrive. And while the old business playbook has been thrown out the window since the shift in focus to remote working, digital-first experience and sky-high customer expectations, a new blueprint is being created.

CRM Customer Experience
0
eBook
English

Data-Driven Gamification

Sales teams, inside sales, customer service teams, help desks and outsourced contact centers face common challenges. These businesses rise and fall with the motivation, commitment and minute-to-minute actions of their sales and service agents.

CRM Sales Productivity
6
eBook
English

Embrace the Power of Premier: Inspiring Stories of Customer Success

We created Premier to provide the guidance you need to get the most from Salesforce. Premier gives you expert support whenever you need it; our team of admins is available 24/7 (even holidays and weekends!) to help you solve whatever challenge you might be facing.

CRM Customer Experience
0
eBook
English

How to Maximize CRM Productivity

It’s no secret that we’re in the age of the customer. Expectations are higher than ever, with customers expecting companies to understand their needs and offer highly personalized experiences. And they look for the same level of personalization, whether they interact with a large company or a small one.

CRM Customer Experience
0
eBook
English

Journey through Experience Cloud: An eBook of Success Stories

Brillio is one of the fastest growing digital technology service providers and the partner of choice for many Fortune 1000 companies seeking to turn disruption into a competitive advantage through innovative digital adoption.

CRM Customer Experience
0
eBook
English

Plan for Growth: How Account Planning Can Turn Relationships into Revenue

The focus on existing clients and the monumental change within these clients makes the case for account planning more strongly than ever. This eBook will show you how you can use account planning to grow your relationships and your revenue in the process.

CRM Sales Productivity
0
eBook
English

Prepare Your Business for a Digital Future

Businesses of all sizes are feeling pressure – pressure from evolving customer expectations, pressure to optimise their operations, and pressure to reduce costs.

CRM Customer Experience
0
eBook
English

The Beginner's Guide to CRM

“CRM” stands for customer relationship management. At its core, it is technology for storing and managing all your company’s relationships and interactions with customers and prospects — all in one central location. But if you look beyond its initial purpose, you’ll see that it’s one of the most valuable pieces of business technology available to help you meet your business’s vision.

AI CRM
0
eBook
English

The Financial Services Guide to Revenue Growth

India’s financial sector serves as a powerful example of how technology, regulation, and entrepreneurial energy can work together to accelerate financial inclusion and growth. The strength of India Stack, coupled with bold policy reforms and a thriving fintech community, has created one of the world’s most dynamic financial ecosystems.

AI CRM
0
eBook
English

The New Age of Territory Planning

At a time when every company is trying to do more with less, efficient territories have become a business imperative. Well-designed territories help you maximize coverage and revenue, reduce travel costs, and set every rep up for success. But can your company’s territory planning process keep up with today’s pace of change?

CRM Sales Productivity
0
White Paper
English

Financial Services Industry Insider

See how our partner Foxit tackles challenges in the financial services industry. From big-picture problems, to the specific needs of an IT systems administrator, Foxit has it covered.

CRM Data Platforms
0
eBook
English

Ready, Set, Go for Einstein GPT

Generative AI is making an impact on business, with platforms and solutions offering increasingly sophisticated predictive analytics and evidence-based action guidance. GPT apps are here to stay – it's time to embrace them if you haven't already.

AI CRM
0
eBook
English

10 Ways Sales Ops Can Revolutionise the Sales Process

Today’s sales and sales operations teams are operating in uncharted territory, building new processes on the fly to adapt to the ever-changing sales landscape. Modern business buyers have an unparalleled level of information and buying power, which requires sellers to have a sharper focus on the buyer experience than ever before.

CRM Sales Productivity
0
Case Study
English

An Inside Look Into How Groupon Does Support

Customer satisfaction is how organizations can grow their customer base and bolster customer retention and brand loyalty. But what makes a customer experience satisfactory? Most times it comes down to how fast and efficiently a customer felt an interaction with an agent went, and whether that interaction felt personal and human.

CRM Customer Experience
1
White Paper
English

Guide to Integrating Zendesk for Salesforce

Even though every business is different, there is one thing that they all have in common: customers. Without them, a business cannot thrive. Therefore, the key to every organization’s success is to build strong customer relationships that will increase customer satisfaction and loyalty, ultimately resulting in higher revenues.

CRM Customer Experience
0
White Paper
English

Zendesk + Salesforce: Step-by-Step Integration Guide

Today’s leading companies aim to establish a customer-centric vision and tactical strategy, and technology plays a critical role. By integrating a CRM application, like Salesforce, and a customer service software solution, like Zendesk, organizations create the environment for providing an optimal customer experience.

CRM Customer Experience
0