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People & Problems: The core of strategic account planning

Strategic Account Management Association

Many of us still can’t hop on planes and sell face-to-face—or at least not as much as we want to—and our customers are grappling with their own sets of shifting priorities made more urgent by forces beyond their control. Prioritizing relationships allows us to think more holistically about success. What’s in motion? Does it involve us?

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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. When you go up to the counter, a barista greets you and asks if you want your usual order.

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Outcome Selling: Don’t Sell the Product, Sell the Outcome

Hubspot Sales

Instead of overwhelming customers with every bit of information about your product and its features, outcome selling helps you deliver the exact details your customers want to hear — and as a result, they’ll be more eager and ready to buy. Combine your customer knowledge with your own business offerings and find common ground.

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CRM integration: What it is, why is it essential, and 4 key integrations

Insightly

You likely want all of the integrations right now, but how do you decide which to prioritize? This approach will simplify processes and provide a clear roadmap to help you determine and prioritize what integrations will deliver the best ROI and limit scope creep during the building sessions.

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Rising to the top—these CX leaders are up for solving complex service challenges

Zendesk

Value quality over quantity: Bring in only the best-in-breed apps that offer a complete view of customer data in a single client workspace. Discard tools that don’t use modern APIs so your agents aren’t toggling between screens to serve customers.

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What is a CRM?

Insightly

Customer service. Businesses that choose to prioritize customer relationships find that CRMs help support teams efficiently resolve issues, and make it easy to connect customers to the right person at all times. Lead prioritization. Identification of high-value customers. Sales tracking.

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SaaS customer support: An introductory guide for 2024

Zendesk

There are numerous benefits of SaaS customer support, including: Customer satisfaction: According to the Zendesk Customer Experience Trends Report 2023 , over 70 percent of consumers will switch to a competitor after multiple bad experiences.