Tidio

FEBRUARY 26, 2021

In this guide: What customer retention is and why it matters for your business. 8 customer retention strategies to build authentic relationships. The best customer retention software on the market. Customer segmentation reduces product returns. More details: Customer Segmentation. Gather Customer Feedback.

eCommerce 52

eCommerce Acquisition Communication Retail 52

SmartKarrot

AUGUST 5, 2022

Most CS teams have “customer management” playbooks or playbooks that direct the CSM to perform tasks and reach milestones crucial to their business—the software vendor. Teams can develop repeatable, scalable customer success strategies using playbooks at every point of the customer experience.

Onboarding 10

Onboarding Customer Success Customer Experience Software 10

Zendesk

OCTOBER 20, 2023

To help meet these goals the plan would: Consider in-depth data about the target customer(s) including their goals, objectives, existing knowledge, knowledge gaps, and where they are in their journey. Consideration: Sales teams customize offers, product recommendations, and touchpoints.

Customer Success 52

Customer Success Onboarding Software Software 52

Insightly

JANUARY 19, 2022

The best part is that you don’t have to be a software engineer to build integrations in your CRM system due to the intuitive, user-friendly interface. You likely want all of the integrations right now, but how do you decide which to prioritize? 4 Essential CRM integrations for functional teams.

CRM 104

CRM Prioritization Decision-making Onboarding 104

Insightly

JULY 20, 2022

Customer relationship management ( CRM ) is a software system that allows businesses to capture and store business and customer data in a single database. Then, came the late 1980s and early 1990s, when the first CRM software systems began to emerge. Customer service. Lead prioritization. Sales tracking.

CRM 52

CRM Prioritization Decision-making Software 52