Guru

MAY 27, 2020

A startup with multiple customer support contact centers, Via realized a well-adopted knowledge base was the key to keeping support agents and drivers on the same page. Unlike other ride sharing options, Via Transportation places a major focus on their drivers, offering hourly wages instead of the per-trip model.

Transportation 62

Transportation Customer Knowledge Base Networking 62

SalesLoft

APRIL 27, 2020

You can read the first, “ How SalesLoft Uses SalesLoft to Drive Customer Success,” here. Do you believe that just two people could educate thousands of customers at scale? . I’ve been at SalesLoft for 3 years now, where my primary focus is training thousands, not hundreds, of customers. Teach a Customer to Fish.

Scale 52

Scale Customer Knowledge Base Webinar Metrics 52

Apptivo

JUNE 28, 2021

Businesses must stay current with the newest customer self-service strategy, which is developing at a rapid pace. These conditions have, as a Study reveals, resulted in around 91% of the customers and respondents prefer using self-service options to cater to their needs. Customer self-service and its importance for businesses.

Customer 59

Customer Channels Consumer Loyalty 59

SalesLoft

MAY 6, 2020

This is a post by Kat Breeggemann, a Customer Success Manager at SalesLoft. You can read the first article in the series, “How SalesLoft Uses SalesLoft to Drive Customer Success,” here. You can read the second article in the series, “The New User Cadence: Help Your Customers Help Themselves ,” here. .

Customer 64

Customer Scale Knowledge Base Video 64

Cience

NOVEMBER 11, 2020

A lot has been spoken about the importance of customer experience in the Business-to-Consumer (B2C) domain, but what about the Business-to-Business (B2B) sales model? Is it time for B2B companies to become as ‘customer-obsessed’ as some of the most successful B2C brands have demonstrated over the last decade?

B2B 98

B2B B2C Customer Top of Funnel 98

SugarCRM

MAY 23, 2023

Continuing on the same note, this blog post will discuss the core service and customer support features a CRM needs. You will probably have customer interactions that demand your guidance and support. Thus, service and support features are also necessary to secure a strong customer relationship.

CRM 26

CRM Customer Knowledge Base Report 26

SugarCRM

MARCH 15, 2022

It’s just a fact of doing business—your customers will need help at some point. Whether it’s about your products, their account, or something else, customer support is the way they get answers to their most pressing questions. But what does it mean to provide the best customer support, and what can you do to improve yours?

Customer 48

Customer How To Customer Service Knowledge Base 48

Nutshell

MARCH 13, 2020

Theoretically, a custom CRM would include all the features your organization needs, none that you don’t, and would be tailored to your specific business in everything from the in-product terminology to workflows reflecting how your team sells. 6 Drawbacks of Building Your Own CRM Custom vs Off-the-Shelf: Which CRM is Better?

CRM 126

CRM Customer Lead Rank Software 126

Guru

JUNE 25, 2019

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Knowledge Base 50

Knowledge Base Customer 50

SugarCRM

JULY 4, 2023

A growing number of businesses today focus on providing exceptional customer service. Thus, finding good customer service software is one of the main challenges faced by companies of all sizes, regardless of their profile. Email : Invest in customer service software that provides email client integrations with your CRM.

Customer Service 26

Customer Service Software Software Ideal Customer Profile 26

BrainShark

MARCH 29, 2022

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 no way to evaluate how agents will use the training information when talking to customers. Articulate. Brainshark.

Customer Service 62

Customer Service Ideal Customer Profile Software Software 62

PandaDoc

APRIL 8, 2024

Their cross-functional expertise enables them to create proposals tailored to customers’ needs. A deal desk identifies upsell and cross-sell opportunities for existing customers by analyzing past deals and current contracts, and tracking renewal dates. Deciding whether a deal should be approved before it can be shared with a customer.

Strategy 52

Strategy Decision Maker Proposal How To 52

Hubspot Sales

JANUARY 18, 2021

However, when using a combination of tools that aren't meant to be mixed together, the result may be internal misalignment, missed deal opportunities, ineffective collaboration, and a poor customer experience. That’s where customer relationship management (CRM) software comes into play. Use custom objects. Track deals.

CRM 131

CRM Knowledge Base Hubspot Forecasting 131

Sales and Marketing Management

OCTOBER 26, 2020

Sales run through the phone, website or customer portal focused on the smallest opportunities and the long tail of lower-value accounts. Most customers, in most situations, simply don’t need or want an in-person interaction. . Moreover, customer buying preferences vary widely, so a one-size-fits-all approach will not work.

Lead Rank 339

Lead Rank Quota Face-to-face Hiring 339

PandaDoc

MARCH 29, 2024

Proposal development : a deal desk applies best practices of an approval workflow , including the use of templates , a knowledge base, and automation tools. All activities thereafter, such as payment processing, customer onboarding, and delivery, apply to deal closure and do not need to involve a deal desk.

Maximizer 52

Maximizer Proposal How To Negotiation 52

Sales and Marketing Management

JULY 26, 2020

In most companies, however, many senior sales professionals are dialed in on their own revenue goals and customers’ experience, so participation in training tends to fall by the wayside, and the charge of onboarding these valuable resources is handed off to different departments. Share the Collective Customer Knowledge.

Hiring 234

Hiring Training Lead Rank Health Care 234

Partners in Excellence

SEPTEMBER 9, 2013

Sometimes, I think we get customer service wrong. We sell the value of our outstanding customer service. Frankly, to me, the very best customer service experience is to have no customer service experience at all! ” So I think we sometimes get customer service experience wrong. Let me explain myself.

Customer Service 92

Customer Service Customer Survey Knowledge Base 92

Nutshell

OCTOBER 18, 2023

We’re thrilled to unveil a powerful new feature that’s all about customizing Nutshell to your organization’s needs. Meet customizable role-based permissions – an enhancement that’s set to redefine how you manage user access within Nutshell. How can admins get started with role customization?

Knowledge Base 62

Knowledge Base CRM Enterprise Enterprise 62

Hubspot Sales

DECEMBER 23, 2021

A customer's revenue potential doesn't immediately end at the point of sale. If your company offers a separate product or service that can complement or enhance how the customer's initial purchase operates, cross-selling can provide an excellent opportunity to generate some extra revenue. Cross-Selling a Cheeseburger.

Forecasting 139

Forecasting Knowledge Base Buyer Persona Software 139

Partners in Excellence

AUGUST 23, 2017

Of course we know that not everyone is a prospect or a potential customer. One would never guess that is common knowledge based on emails and phone calls I receive. I asked him what I thought was a relatively harmless question, “Who are your target customers–both from a market, enterprise, and persona point of view?”

Prospecting 53

Prospecting Customer Sales Qualified Lead Pipeline 53

LeadFuze

JULY 16, 2019

In the last few years, considerable attention has been paid to improving customer experience (CX) in the B2C world, however, research by Accenture Strategy makes it clear that CX is equally, if not more, important for B2B buyers as well. . Talking about expectations, B2B buyers seem to be much more demanding than B2C customers.

Influencer 63

Influencer B2B Customer B2C 63

Hubspot Sales

DECEMBER 21, 2017

At the same time, Gallup reports less than half of customers believe sellers adequately address their problems. This problem stems from mismatched solutions (the seller) and needs (the customer). It equips sellers to uncover customer needs faster and therefore position solutions that are more compelling.

Consultative Selling 124

Consultative Selling Strategy Knowledge Base Inside Sales 124

Sales and Marketing Management

APRIL 1, 2019

It could be taking a sales psychology course, improving writing skills to create better proposals/presentations, or sitting with another team in your organization to better understand how they deliver value to the customer. Whatever it is, it should challenge what they know and expand their skill set and/or knowledge base.

Motivation 314

Motivation Hiring Ideal Customer Profile Guidelines 314

SugarCRM

SEPTEMBER 7, 2021

“What do you guys do to keep your customers happy?” . It’s how the customer is treated under these circumstances that defines a great customer service experience. If you do this, then shouldn’t you be able to solve customer issues in a timely manner and offer a great customer service experience?

Customer Service 29

Customer Service Hiring Customer Knowledge Base 29

Partners in Excellence

AUGUST 19, 2021

Where past revolutions have primarily impacted labor based jobs and enhanced knowledge based jobs. The current revolution is changing (I don’t think eliminating) knowledge based jobs. We are going through a massive revolution we often label, digital business transformation.

Outsourcing Services 94

Outsourcing Services Knowledge Base Industry Conversion 94

SugarCRM

APRIL 1, 2021

Customer behavior is becoming more complex. As a result, companies need to learn how to meet their customer’s expectations. Today, customers look for flawless experiences in their interactions with brands. The answer to all these expectations is easy-to-use and effective customer service software. .

Customer Service 26

Customer Service Customer How To SugarCRM 26

Hubspot Sales

MAY 23, 2019

And 90% of consumers rate an "immediate" response as important or very important when they have a customer service question. Speed is everything for today's buyers and customers. Web chat tools can be used at almost every stage of the customer lifecycle. It can be customized to fit your site's theme and language.

Tools 126

Tools Lead Qualification Hubspot Social Media 126

SugarCRM

JULY 31, 2019

Dear Salesfusion Customers, Following Salesfusion’s acquisition by SugarCRM in May of 2019, the teams went heads-down to create a new vision for SugarCRM. But our name wasn’t the only thing that changed, we also developed a new brand promise to cultivate customers for life. Will I still have access to the knowledge base?

SugarCRM 24

SugarCRM Marketing Customer Knowledge Base 24

Sales Hacker

NOVEMBER 28, 2017

For years, our hiring strategy for the HubSpot customer support team was simple. We had funding, an accelerating sales team and customer count, and awesome tech. The storm was a combination of rapidly accelerating customer acquisition plus the launch of a totally new platform, and it nearly destroyed HubSpot in 2013.

Hiring 79

Hiring Scale Lead Rank Hubspot 79

Nutshell

OCTOBER 18, 2023

The best CRM for your team is the one that’s customized to your needs. That’s why we’re excited to introduce a new customization option within Nutshell—the ability to tailor your ‘add new’ dialogs to your business’s unique needs. Why customize your ‘add new’ dialogs?

Data 48

Data Knowledge Base Guarantee CRM 48

Accent Technologies

JUNE 7, 2023

Accent Assist gives enterprise teams their own custom Chat AI solution. At its core, Accent Assist streamlines a sophisticated process: it sifts through all of your data based on your prompt, then leverages the power of models like OpenAI's GPT-4 to create perfect responses for your world. What does this mean for your team?

Enterprise 52

Enterprise Enterprise Policies Knowledge Base 52

BuzzBoard

FEBRUARY 14, 2024

At the same time, the pandemic has accelerated digital transformation, and many small businesses recognize that AI can optimize operations, improve customer experiences, and unlock new revenue streams. Personalized Experiences: AI algorithms can analyze customer data and behaviors to deliver tailored recommendations and custom content.

Small Business 52

Small Business Small Business Marketing Trends 52

SugarCRM

DECEMBER 9, 2022

If you’re looking to open more customer service channels without breaking the bank, look no further! We want to help you give your customers the freedom to engage with you where, when, and how they want. The Future of Customer Service. Serve’s Self-Service capabilities allow customers to solve some inquiries on their own terms.

SugarCRM 26

SugarCRM Knowledge Base How To Customer Service 26

Partners in Excellence

APRIL 28, 2021

We all know virtual will play an increased role in how sellers engage customers, but the more interesting perspective is how customers want to engage sellers and each other. We are learning customers prefer no sales engagement at all, preferring digital alternatives to sales people (virtual or otherwise). Some good news!

Knowledge Base 96

Knowledge Base Up-Sell ACT Strategy 96

SugarCRM

JULY 6, 2023

Recently, we saw the opportunity and partnered with Kinamu to integrate ChatGPT with Sugar , to make things even easier for our customers. Use Cases for the Knowledge Base Kinamu’s integration for Sugar can also be used with success to add new articles to your Knowledge Base.

SugarCRM 26

SugarCRM Knowledge Base Lead Rank Ideal Customer Profile 26

Lessonly

AUGUST 11, 2021

Combined, we’ve developed over 50 years of advanced customer service skills and built a customer service skills resume that includes: 300 active chats each per week. Average customer satisfaction scores of 4.8 The Lessonly Customer Service Philosophy. What is customer service to you? What is good customer service?

Customer Service 26

Customer Service Customer How To B2C 26

Partners in Excellence

MAY 26, 2023

and test their thinking on the way they engage customers in thinking about their business challenges. As we talked, it share some basic concepts, saying it’s critical for sales people to research and analyze trends and issues in an industry and to be able to discuss these with customers. ” ChatGPT was chomping at the bit!

Case Study 108

Case Study Face-to-face Tools Study 108