CRM Whitepapers

whatsapp automation for restaurants : 10 practical customer journey examples

Sponsored by: Omnichat Published By: Research Desk Released: May 15, 2024

Omnichat is the world’s first omnichannel CRM and CDP, seamlessly integrating physical stores, e-commerce, LINE, Instagram, Messenger, WhatsApp, official websites, and other CRM systems. We strive t...

Read more

the roi of integrating email into your app now

Sponsored by: Nylas Published By: Research Desk Released: Jan 19, 2021

Email communications are critical to modern SaaS companies. Email usage and users still far outpace the growth of business chat tools like Microsoft Teams and Slack, and every industry — from CRM to...

Read more

the data manager’s field guide

Sponsored by: Validity Published By: Research Desk Released: Jan 16, 2021

Today’s enterprise businesses have sky-high expectations for their CRM data, and it’s up to the data manager to ensure that the data is clean, reliable, and usable across the organization. But ...

Read more

top 5 salesforce integration patterns

Sponsored by: MuleSoft Published By: Research Desk Released: May 07, 2020

Best practices for connecting Salesforce Getting the most value out of your IT investments is now more crucial than ever. Integrating Salesforce with your enterprise architecture is key to enabling s...

Read more

the future of customer engagement

Sponsored by: bold360 Published By: Research Desk Released: Feb 03, 2020

Your CRM isn’t the solution to customer engagement One would think that with so much customer data available, in so many places, companies would know exactly how and where to engage with their cu...

Read more

utilize reach insights

Sponsored by: Spectrum Published By: Research Desk Released: Nov 20, 2019

When it comes to your marketing plan’s return on investment (ROI), what would you rather do: make assumptions, or have access to an accurate report that proves what works and what doesn’t? If y...

Read more

six critical differences between crm knowledge bases and enterprise knowledge management p...

Sponsored by: MindTouch Published By: Research Desk Released: Oct 23, 2019

In the world of knowledge management (KM) vendor selection, it’s easy to promise the world. Often, it comes down two types of KM solutions: knowledge base software bundled into an existing CRM suite...

Read more

increase your productivity with docusign for office 365

Sponsored by: DocuSign Published By: Research Desk Released: Sep 30, 2019

Microsoft has teamed up with DocuSign to make our industry-leading eSignature apps available to businesses and consumers within Microsoft applications, making it easier than ever to stay productive. ...

Read more

how to end ivr horrors – 3 strategies to deliver a connected customer experience

Sponsored by: Vonage Published By: Research Desk Released: Sep 18, 2019

This whitepaper will guide you how to put your efforts into the parts of the contact center that lead to great CX: dynamic call routing, the use of customer data from CRM, and allow agents to be the h...

Read more

path to personalization

Sponsored by: Sitecore Published By: Research Desk Released: Sep 18, 2019

The 9 keys to driving stronger relationships—one customer at a time.Any marketer worth their weight in leads knows the benefits of personalization—and yet, a surprisingly large number of companies...

Read more