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How To Boost Client Retention – Without Customer Service or Account Reps

Sales and Marketing Management

That means marketers, sales professionals, operations people, and analysts all work in tandem to interact directly with customers – eliminating or greatly limiting involvement of customer service or account representatives. That’s when I decided to have the people who do the hands-on client work interact directly with customers.

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Best Practices for Implementing Commercial Real Estate CRM

Act!

You need a solid account-based marketing (ABM) approach to get your potential clients interested, and this is where a customer relationship management (CRM) solution can come in handy. A CRM for commercial real estate can help you manage your accounts and implement a targeted marketing approach.

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10 MOST COMMON MISTAKES COMPANIES MAKE WHILE IMPLEMENTING A CRM SYSTEM

Apptivo

What is a CRM system? A CRM system essentially provides a centralized platform where businesses can store customer and prospect data, track customer interactions, and share this information with colleagues. It allows businesses to grow by managing customer relationships in the most effective way.

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Holistic Customer Service: Why Customer Experience Is a Shared Responsibility in the Company

Pipeliner

The concept of customer service has evolved from a post-sale afterthought to a key driver of business success. Today, it’s not just about solving customer problems but creating an experience that resonates with them at every touchpoint. This brings us to the core concept of holistic customer service.

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7 Must-Have Automated Documents for Sales Success

Companies are increasingly implementing technology to bring efficiency to their workforce. Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success.

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Customer Service Training Software: Factors & Tools to Consider

BrainShark

The right customer service training software can help you onboard agents faster, track their learning progress, and ensure they always have access to relevant information for resolving client issues quickly. There’s usually no short, practical training for solving specific client problems on the spot. Articulate.

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What are the benefits of CRM?

MTD Sales Training

What is a CRM system and what are the benefits of having one? CRM stands for Customer Relationship Management, and it’s essential that when you are selling your promises of a better future to your prospects, you are able to keep manageable records for those sales. 1) It helps you manage the overall customer experience.

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In the Race to Win More Customers, Sales Needs Digital Transformation

Salesforce users were surveyed about the forces shaping today's workplace. Discover the results and why investments in digital transformation and automation are pushing sales teams ahead.