Upland

MARCH 19, 2021

Even as account planning, cross-selling and upselling are buzzwords in professional services and other B2B industries, there is often not a great handle on how much opportunity exists in current accounts, or how the company is performing on delivering against that upside. Overlook this at your peril.

Account Planning 195

Account Planning B2B Sales Sales Environment 195

Upland

MARCH 2, 2023

Crafting structured account plans complete with vital data from Salesforce makes it easier for sellers to get the full benefit of account planning methodologies and build better relationships. Salesforce Data Brings Those Relationships to Life While relationships are still king, sellers need data.

Account Planning 195

Account Planning CRM Account Strategy B2B 195

Mike Kunkle

AUGUST 8, 2023

7 Common Barriers to Sales Transformation Barrier 1: Siloed Mindsets and Departments One of the most persistent challenges in many organizations is the presence of siloed mindsets and departments. This abundance of data can lead to analysis paralysis, where decision-makers are overwhelmed without the insights to drive action.

Sales 188

Sales Prioritization Innovation Leadership 188

Red Star Kim

JUNE 16, 2022

Other issues included a silo mentality (people remaining within their departments without sharing or collaborating with those in other teams) and fee-earners pursing their own targets and referrers without co-ordinating their activities with others. And with data and evidence to support decision-making, it is easier to make choices (i.e.

Management 130

Management Key Account Management Digitalization Communication 130

Hubspot Sales

DECEMBER 16, 2020

What pops into your head when I say the words data hygiene ? Anyway, data hygiene is an oddly-named yet important part of maintaining a strong database. Without accurate information that you obtain legally about real consumers, your data is meaningless. TL;DR : Data enrichment makes your and your customers’ lives better.

CRM 140

CRM Artificial Intelligence Customer Experience Organization 140

Nutshell

APRIL 18, 2024

Your customer data is the key to understanding your customers better so you can improve your marketing, sales, customer experience, and more. However, when your data is scattered across various platforms, you can’t harness its full potential. Cleaner data: SCV streamlines your data by eliminating duplicates and rectifying errors.

Government 77

Government CRM Decision-making Customer Experience 77

Zendesk

FEBRUARY 23, 2022

It takes the right tools and data to fuel great customer experiences, and a lot of it is already at your fingertips. Your service team talks to your customers every day, and often hear what they want, what they wish you offered, and how they actually use your products. That’s the kind of data your sales team needs to close deals.

Sales 52

Sales Innovation Business Growth Customer Experience 52

Hubspot Sales

JUNE 25, 2020

It's the place where data is centralized, teams collaborate, and the most enriched view of every contact is developed. Once upon a time, the only way to know how your customers were doing or if prospects were ready to buy your product or service was to chat with them directly – face-to-face, over the phone, or eventually via email.

CRM 120

CRM Sales Software Software 120

Red Star Kim

NOVEMBER 24, 2023

We are in danger of being as siloed as our fee-earners – He rallied for a more “ holistic marketing”. Dr Julie Smith (Mental Health Guidance) (kimtasso.com) Business case for net zero John Rastrick, of private equity Flotilla, talked persuasively of the need for data-led, impactful climate action.

Digitalization 130

Digitalization Leadership Marketing Brainstorming 130

Zendesk

MARCH 8, 2023

After all, most companies possess significant data about the people who buy their products and services. But here’s the problem: much of that data remains untapped. Not being able to harness the power of that data means companies face real danger. Businesses should know a lot about their customers.

eCommerce 98

eCommerce Meetings Stakeholders Profitability 98

Zendesk

NOVEMBER 28, 2023

What is AI as a service? AI as a service (AIaaS) is a service offered by third-party vendors that allows businesses to incorporate AI-powered tools and capabilities into their systems. Like software as a service (SaaS) business models, companies can subscribe to AIaaS plans that provide AI for customer service tools.

Artificial Intelligence 52

Artificial Intelligence e-Learning Internet Software 52

Red Star Kim

MARCH 30, 2023

I’m excited to announce that the Managing Partners’ Forum has just launched a series of six modules for an innovative leadership development programme for firm-wide leaders of small and medium sized professional services firms. Versions for divisional, functional and aspiring leaders are expected in 2024.

Leadership 130

Leadership Emotional Intelligence Digital Transformation Management 130

Red Star Kim

AUGUST 1, 2023

In professional services we need the engagement, buy-in and time of fee-earners because they are fundamental to preparing content, interacting with prospects and converting leads into clients. It’s rare to have a sales team in professional services as they do in other sectors. Focus their attention on what the data implies.

Decision-making 130

Decision-making Marketing Business Planning Management 130

Red Star Kim

DECEMBER 18, 2023

We looked at case studies from professional services firms. The complexity of professional services firms adds to the strategy challenge. Professional service firms are usually a collection of disparate and self-governing business units focusing on different markets and services. Top-down or Bottom-Up Strategy?

Marketing 130

Marketing Strategic Thinking Artificial Intelligence Stakeholders 130

Nutshell

JANUARY 17, 2024

Customer relationship management (CRM) software makes it easier for sales, marketing, and customer success teams to gather and extract customer data. But the reality is that your project management team needs the same data, which means that all teams must communicate with each other to accomplish their respective tasks and goals.

Business Growth 71

Business Growth CRM Management Software 71

Insightly

MAY 6, 2021

Get rid of silos . Make sure all your teams use data to create a complete picture of the clientele. Sales, marketing and customer service teams are working in silos—which causes a number of problems. Even if your services aren’t directly the most relevant, you can provide your people with curated content.

Remote Working 98

Remote Working Publishing Digitalization Leadership 98

Planview

SEPTEMBER 18, 2023

Using data collected from every corner of the organization to simulate and evaluate various scenarios, enabling strategic, data-driven decision making that ensures the best possible outcomes. Tomorrow’s portfolio management solutions will deconstruct silos and connect functional teams across the organization.

Management 52

Management Digital Transformation Decision-making Facilitation 52

Strategic Planning and Management Insights

MARCH 6, 2023

Our strategic planning services offer guidance on how a strategic planning facilitator can provide support in constructing an effective strategic plan that ensures your strategy is communicated and implemented across your entire organization. However, simply having a data strategy is not enough.

Management 98

Management Decision-making Facilitation Software 98

The Congruity Group

APRIL 20, 2023

Their answers will depend in part on: their role in the organization the KPIs that matter to their success their time horizon of reference their level of authority to resolve an issue Those who deal with transactions, like a retail clerk or customer service agent, will focus on the present and the specific customer in the story.

Co-Creation 52

Co-Creation Retail Customer Experience Innovation 52

Zendesk

SEPTEMBER 6, 2022

The service landscape may be stark, but we can’t stop making CX a priority and investing in areas where the impact can influence business growth. They’re drawn from the 2022 CX Accelerator report , which includes insights from nearly 5,000 customer service decision-makers around the world. Integrate key data from critical apps.

Decision-making 98

Decision-making Prioritization Business Growth Organization 98

Miller Heiman Group

APRIL 2, 2020

Our study evaluated more than 50 service practices of what we call “Leaders” and “Laggards” to determine which factors contributed to improving customer satisfaction (CSAT). Capture voice of customer (VoC) data to monitor customer experience delivery. Drive continuous improvement using VoC data. Get the Study.

Customer Experience 67

Customer Experience Facilitation Organization Stakeholders 67

Hubspot Sales

NOVEMBER 16, 2021

We’ve seen this trend play out in our research – according to a recent Forrester study that we co-commissioned with Stripe, over half of SMBs still rely on disparate solutions to manage payment data, averaging five tools per purchase transaction. Remember those data silos I mentioned before?

CRM 101

CRM B2C Digital Transformation Customer Experience 101

Planview

MAY 9, 2023

An internal assessment using Planview Project Management Portfolios identified silos that were causing inefficiencies. SITA works with everything from managed global communications to passenger management, self-service, baggage, and more. The company helps businesses maximize the value of their technology and had $54.5

Supply Chain 52

Supply Chain Government Transportation Insurance 52

Planview

JANUARY 20, 2022

Outdated data. In Planview’s global benchmark study – The State of Strategy Execution – only one-third of the 1,000 business professionals surveyed said their companies have access to timely, accurate data. Inaccurate data makes it difficult to quickly make good decisions and enact change. Inability to work across silos.

Digital Transformation 64

Digital Transformation Digitalization Innovation Decision-making 64

Red Star Kim

DECEMBER 12, 2023

And those who wish to deliver a great service and generate more work. Strategy is essentially about analysing data from many sources. Context and curiosity drive commerciality and pricing (kimtasso.com) Evidence – The use of data as evidence to explain the situation, frame possible responses and support recommendations.

Marketing 130

Marketing Emotional Intelligence Management Leadership 130

Zendesk

APRIL 26, 2021

But many companies are still learning how to leverage their data and draw insights for creating those kinds of next-generation experiences. Connecting the data dots for better CX and EX. Sharing data between those applications is essential for building customer insights and automating workflows.

Onboarding 52

Onboarding Software Software Organization 52

Zendesk

OCTOBER 25, 2023

AI for employee experience means leveraging artificial intelligence technology to improve all aspects of the employee journey, including onboarding, performance, development, support from internal service teams, and access to information to perform daily tasks. Here’s how you can make the employee experience better by using AI.

Onboarding 52

Onboarding Artificial Intelligence Decision-making Logistics 52

Insightly

OCTOBER 5, 2021

This is part 3 of a customer service blog series based on conversations with members of Insightly’s client services and customer success teams. From marketing to selling to supporting customers with great products and services, leaders must consciously seek new ways to improve.”. Gather data to identify similar journeys.

Customer Experience 98

Customer Experience Customer Success CRM Innovation 98

Zendesk

MARCH 7, 2024

WFO intertwines performance data, emerging technologies, and coaching to help employees, departments, and businesses operate at peak performance. Businesses today walk on a tightrope when it comes to customer service and efficiency. This ensures they have the right amount of employees on call to deliver good customer service.

Prioritization 52

Prioritization Profitability Customer Experience Decision-making 52

Brooks Group

JUNE 22, 2022

Marketers spend their time researching target demographics, creating content, and analyzing data to understand customer behaviors. Data from Google or website analytics may also help salespeople better prepare and position themselves for customer interactions. Stop working in silos! IMPACT Selling® Guide.

Marketing 76

Marketing Value Proposition Sales Sales Training 76

Zendesk

JANUARY 17, 2024

Intelligent customer experience (ICX) is how a business uses artificial intelligence (AI), automation, and data to provide personalized and proactive experiences. Companies use this philosophy to foster loyalty and retention at all touchpoints, whether that’s a call to customer service , an ad on social media, or an email campaign.

Customer Experience 52

Customer Experience Artificial Intelligence Decision-making e-Learning 52

Insightly

MARCH 25, 2024

CRM software allows organizations to centralize and organize customer data, like contact information, communication and purchase history, miscellaneous preferences, and more. Nurturing leads helps keep them engaged and interested in your products or services, gradually moving them through the sales funnel until they are ready to purchase.

CRM 52

CRM Management Prioritization Communication 52

Zendesk

OCTOBER 5, 2023

A dedicated golfer, Conner joined Mizuno right out of college as a customer service rep almost 20 years ago. So, we do look for specialized athletes who are passionate about sports and who are good at customer service—but for longevity’s sake, the athletes are the ones who stay.”

Procurement 52

Procurement Manufacturing Retail Facilitation 52

Apptivo

APRIL 27, 2022

When most of the organization’s data resides in the ERP system, it provides an accurate report across businesses of the organization. ERP software can be bought using a cloud subscription model either from SaaS, (software-as-a-service) or a licensing model (on premise). Connect with buyer networks based on data.

Supply Chain 98

Supply Chain Procurement Manufacturing Logistics 98

Insightly

SEPTEMBER 28, 2021

4 customer service challenges (and how to solve them). This is part 2 of a customer service blog series based on conversations with members of Insightly’s client services and customer success teams. In part 1 of this customer service blog series, we discussed five important skills for building great relationships.

Remote Working 98

Remote Working Prioritization Communication Stakeholders 98

Hubspot Sales

NOVEMBER 28, 2023

It’s not intuitive, then, that these two functions often exist in silos, each having their own systems and processes. Sales and marketing teams today must break away from traditional silos and forge powerful, collaborative alliances. It’s all about breaking down silos and making sure peer teams work together, like sales and marketing.

Marketing 103

Marketing Sales Decision-making Prioritization 103

Nutshell

FEBRUARY 14, 2023

It does more than just store your customers’ contact details and information—it also helps your marketing, sales, and customer service establish and nurture relationships by providing a pleasant customer experience throughout their journey. Your customer service team can find out their past purchases by looking at their profile.

Small Business 62

Small Business CRM Decision-making Software 62