CRM learning center

The learning tools section provides guides, quizzes and other resources for CRM leaders and practitioners, including self-assessment tools and guides to learning about CRM best practices, CRM technology and sales and marketing tools and best practices. Browse the learning guides and quizzes to discover the latest news, expert advice, reference materials and white papers.


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  • CRM learning tutorials and guides

    Learning Center - SearchCRM.com's All-in-One Guides, learning guides and quizzes provide topic-focused resources on topics like like call center management, customer loyalty, marketing strategy, open source CRM, self service and more. This compilation is a quick and easy...

  • Open source CRM tutorial

    Learning Guide - Get an overview of open source CRM software and learn about the advantages and disadvantages of open source software and the open source business model.

  • Ten ways to improve call center agent job satisfaction

    Chapter Download Library - Learn the 10 best ways to improve call center agent job satisfaction in this chapter download from "Call Centers for Dummies."

  • Sales Force Automation Learning Guide

    Learning Guide - This guide introduces the fundamentals of sales force automation (SFA), offers expert advice on SFA and includes content on other sales-related topics, including sales effectiveness.

  • Using customer intelligence in a service strategy: Tip #1

    Tutorial - This tip from the six-part series on customer service excellence offers ways that businesses can use customer intelligence as part of a successful customer service strategy.

  • Customer Loyalty and Satisfaction Learning Guide

    Learning Guide - Find out about customer loyalty and satisfaction, marketing, metrics and advice on the best ways to retain customers. This SearchCRM.com guide will lead you through defining, measuring and maintaining customer satisfaction and loyalty. Also, learn about...

  • Customer Self-Service Learning Guide

    Learning Guide - This guide introduces the fundamentals and benefits of customer self service through articles, examples of best practices, case studies and expert advice.

  • CRM definitions and buzzwords of 2006

    Top 10 tips - It's hard to keep up with CRM buzzwords. Get the real definitions behind CRM's hottest terms in 2006, including SaaS, SEO, VoIP, business process management (BPM), Web self service and direct email marketing here.

  • Customer self-service quiz

    Quiz - Many CRM practitioners are aware of the cost savings associated with self service. But there is a lot more you need to know in order to use self service effectively in your organization. Test your self service savvy with this quiz from SearchCRM.com.

  • SearchCRM.com's Learning Guide Center

    Learning Guide - Find links to all of our learning guides on marketing strategy, call center management, business intelligence, salesforce automation, data quality, self service, VoIP in the call center, call center performance management and open source CRM.

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