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9 CRM Tips & Tricks from HubSpot's Experts

Hubspot Sales

Imagine if every business had this level of customer knowledge and personalization. Wouldn’t you want to make your customers feel valued? That's where Customer Relationship Management (CRM) software comes in. Implement AI chatbots to handle routine customer inquiries, freeing up your team for more complex tasks.

CRM 82
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How to Add Live Chat to Your Website (Quick Guide)

Hubspot Sales

As you're reading this blog, there are potential customers on your site right now who have questions. According to data from Intercom , website visitors are 82% more likely to convert to customers if they've chatted with you first. Chat tags: Chat tags allow you to label a chat so sales reps can easily find it.

CRM 86
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B2B Marketing: How to Attract, Engage and Delight Your Prospects and Customers

SuperOffice

B2B marketing is simple: Attract new customers and keep existing customers. It happens in three stages: Speak with existing customers. If you have paying customers, speak with them. Create an ideal customer profile (ICP). Create an ideal customer profile (ICP). Broadens a company's overall customer database.

B2B 129
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How To Measure Email Marketing Success [KPIs & Metrics]

ACT

Traffic generation You can use an email campaign to drive traffic to a new blog post, promote an event, or create awareness. Feedback Are you looking for audience insights or curious about how users feel about your brand? Send them an email survey to gather more feedback than you can handle.

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Maximizing the Power of Role Play and Sales Simulations

Mike Kunkle

It’s less optimal for providing feedback, unless the person playing the customer role can take notes or record the role play. This is a common role play used in sales training courses, with three roles: Salesperson, Customer, and Observer/Coach. Often the instructor or sales manager plays the Customer role, for consistency.

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CRM Strategy: Why You Need One and How to Develop It

Hubspot Sales

When you first start out in business, you can probably manage to keep all of your customers or clients top-of-mind … because you don’t have that many. As you become more established, your customer base grows. It becomes harder to keep every customer and prospect straight. These include: Happier Customers.

CRM 123
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DemandFarm’s Spring Release 2024 – Omphalos

DemandFarm

They end up losing time choosing who to include instead of talking more with customers and partners. Jump Into Customer Conversations With More Confidence than Ever with Relationship Dynamics Picture this–you’ve received glowing feedback for one of your AI solutions you recently piloted with a marquee customer.