Hubspot Sales

APRIL 11, 2023

If any of your top salespeople leave your company, you may fall behind. If an organization doesn’t align with these expectations, the company will bleed salespeople more regularly than employees in other departments. At times, companies may have a high eNPS score organization-wide but face shortcomings in certain departments.

Sales 114

Sales Brainstorming Leadership Insurance 114

Insightly

JUNE 20, 2023

Oftentimes, in smaller companies or start-ups, this is not documented, but rather shared via word of mouth (which is clearly not a good practice.) A Customer Relationship Management (CRM) system is a vital tool for managing and analyzing customer interactions and data. What Should You Look For In A CRM Audit?

CRM 52

CRM Stakeholders Management Software 52

OnStrategyHQ

DECEMBER 1, 2023

Now almost every company, whether they are B2B or B2C, utilizes e-commerce as a viable business option. AI is quickly becoming more widely accessible to the average person in a way that other technologies haven’t been in the past. But the time to implement AI in your organization is NOW!

e-Learning 40

e-Learning Leadership Artificial Intelligence Decision-making 40

PandaDoc

OCTOBER 3, 2023

When evaluating AI tools , criteria like integration capabilities, user experience, output accuracy, transparency, data security, costs, and future evolution plans should be assessed against business needs. Do you feel like your selling job is becoming harder and harder over time? How to overcome these challenges, you ask?

Artificial Intelligence 52

Artificial Intelligence Sales CRM e-Learning 52

Zendesk

MAY 19, 2022

Many B2B companies sell to individual customers, too, but they often have separate departments for both, as B2B sales are more complex with a longer sales process. A lead is any potential customer who expresses interest in your company’s products or services. A prospect is a lead that has interacted with someone in your company.

B2C 98

B2C Sales CRM Profitability 98

Apptivo

MAY 26, 2022

The research conducted by Frederick Reichheld of Bain & Company, creators of Net Promoter Score, highlights the importance of retaining existing customers with this statistic – their research says increasing customer retention rates by 5% helps companies increase their profits by 25% to 95%. What is customer satisfaction?

Retail 52

Retail Customer Experience Media B2C 52

SmartKarrot

OCTOBER 28, 2020

Nonetheless, transparency, easy accessibility, and free communication can pave the way to a seamless customer experience. Find the ones who are totally geared up for achieving the common vision of the company. To stay abreast of each of your customers’ engagements could be more than just a task. Source: Unsplash. Step 2: Put up an SOP.

Customer Success 20

Customer Success Acquisition Customer Experience Communication 20

Zendesk

JANUARY 24, 2024

It is a comprehensive and strategic approach to introducing new hires into the company culture, helping them acclimate to their new roles and providing them with the necessary information to succeed. An employee onboarding process refers to the steps that integrate new employees into an organization.

Onboarding 59

Onboarding Software Software Organization 59

Insightly

SEPTEMBER 19, 2023

A comprehensive CRM strategy not only helps companies streamline operations but also empowers them with invaluable insights into their customers’ preferences. Companies can use modern CRM systems to identify trends in customer behavior that could inform product development decisions or reveal opportunities for market expansion.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Insightly

SEPTEMBER 19, 2023

A comprehensive CRM strategy not only helps companies streamline operations but also empowers them with invaluable insights into their customers’ preferences. Companies can use modern CRM systems to identify trends in customer behavior that could inform product development decisions or reveal opportunities for market expansion.

CRM 52

CRM Insurance Healthcare Manufacturing 52

Red Star Kim

MAY 11, 2023

Most M&BD professionals will have some involvement in brand work – whether through campaigns for brand awareness and activation or brand management (ensuring that all activities and communications are in line with agreed brand guidelines). In professional services there is only Accenture at 31 (which has grown 15%).

Management 130

Management Co-Creation Publishing Leadership 130

Insightly

AUGUST 9, 2023

Healthcare providers, insurance companies, and other entities handling PHI must comply with HIPAA regulations to safeguard this data and avoid severe penalties for non-compliance. This feature ensures that only authorized personnel can access specific patient information.

Healthcare 52

Healthcare CRM Insurance Software 52

PandaDoc

FEBRUARY 28, 2023

These days, it has become a more common tendency to hire a legal operations team or a specialist in small to midsize companies. In recent years, clients have forced law departments to focus on their numbers, productivity, and operational efficiency. Many put legal operations at the top of those changes. What are legal operations?

Government 52

Government Negotiation Software Software 52

Zendesk

NOVEMBER 3, 2023

According to the Zendesk Customer Experience Trends Report 2023 , 65 percent of business leaders believe the AI they use is becoming more natural and human-like—and it’s only going to get better. Table of contents: What is generative AI? How does generative AI work? Who uses generative AI? Traditional AI vs. generative AI: What’s the difference?

Artificial Intelligence 52

Artificial Intelligence e-Learning Customer Experience Internet 52

SmartKarrot

SEPTEMBER 11, 2023

Image Source Managing the services, products, quality, and workforce is vital for any company. A finance playbook is a comprehensive and structured document or set of guidelines that outline the key strategies, processes, and best practices within the realm of finance. What is a Finance Playbook?

Finance 10

Finance Decision-making Negotiation Internet 10

PandaDoc

MARCH 6, 2024

Not using AI (artificial intelligence) tools isn’t an option anymore because it could mean the difference between unlocking your full potential and getting left behind. What AI technology do you need for your organization, and for which use cases? How can you benefit from these tools (especially as a small business)? So, let’s dig in, shall we?

e-Learning 97

e-Learning Artificial Intelligence Media Government 97

PandaDoc

APRIL 12, 2023

Some companies will use just one sales channel, especially if they’re working with a small product range and limited budget. It’s important to understand how different sales channels can benefit your company. Direct sales With direct sales, the customer buys the product directly from your company.

B2C 52

B2C eCommerce Retail Sales 52