Insightly

JANUARY 10, 2024

To help you answer this question, Ascend2 and Insightly fielded The Future of Martech 2024 survey in September, 2023. 2024 change #1: Apps will incorporate more AI for you The first takeaway for 2023 is about, of course, AI. AI caused a panic in 2023, but we’ll see a change in 2024. You’ll still need humans for that, she says.

Finance 52

Finance CRM Acquisition Decision-making 52

Insightly

SEPTEMBER 28, 2023

While there’s no universal definition of the term “revenue operations,” the primary focus of rev ops is aligning sales, marketing, and customer success operations across the entire customer lifecycle. At the same time, today’s organizations have more customer data at their disposal than ever before.

Finance 52

Finance CRM Customer Success Decision-making 52

Insightly

SEPTEMBER 28, 2023

While there’s no universal definition of the term “revenue operations,” the primary focus of rev ops is aligning sales, marketing, and customer success operations across the entire customer lifecycle. At the same time, today’s organizations have more customer data at their disposal than ever before.

Finance 52

Finance CRM Customer Success Decision-making 52

ProlifIQ

AUGUST 17, 2023

One such strategy gaining popularity among sales and customer success leaders is the “land and expand” approach. This method focuses on acquiring new customers while simultaneously nurturing existing accounts to drive expansion and increase company revenue.

Acquisition 52

Acquisition Stakeholders Customer Success Profitability 52

ProlifIQ

FEBRUARY 23, 2024

The State of Account Planning in 2024 2023 was a challenging year for go-to-market teams. To better understand how teams are adapting to this new environment, we surveyed over 250 professionals across sales, customer success, account management, and more about their account planning processes, challenges, and priorities for 2024.

Account Planning 52

Account Planning CRM Energy and Utilities Account Management 52

Zendesk

OCTOBER 20, 2023

Determine your knowledge management process and communication strategy for updates Define your knowledge management process , where the documentation will be stored, how you will update it, and what documentation you need to serve the customer. Follow these best practices to create an effective customer service plan.

B2C 52

B2C Customer Experience B2B Software 52

PandaDoc

APRIL 11, 2023

Granted, new business is always welcome, but standard sales training doesn’t always emphasize the fact that customer retention is much cheaper for businesses than customer acquisition. Customer retention is something you have to work at, though. Always remember customer success is your success.

Sales 52

Sales e-Learning Small Business Procurement 52