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

Planview

MARCH 29, 2023

According to TSIA’s 2023 Professional Services Benchmark , services account for 25% of overall B2B tech revenue, on average. For finance leaders in B2B tech firms, 2023 is the year to dig into your company’s PSA system to better understand revenue, costs, and margins, and be able to proactively improve all three.

Finance 52

Finance Profitability B2B Software 52

SmartKarrot

SEPTEMBER 12, 2022

Since we know an account manager is a vital role, how relevant and important is the role in 2023? An account manager is the first point of contact for customers when they have any concerns, questions, or doubts about the product. Account Manager Responsibilities in 2023. Communication is the base for all customer success.

Account Management 10

Account Management Management Stakeholders Negotiation 10

Zendesk

MARCH 24, 2023

We know that customers often want to help themselves, especially with simple questions like bank balances, loan applications, and password resets. Customers also prioritize speed and simplicity when selecting between self-service and agent-assisted options. Mettle partnered with Zendesk for an agile and flexible solution. “By

Financial Services 52

Financial Services Banking Customer Experience Media 52

PandaDoc

OCTOBER 30, 2023

For example, leaderboards aren’t just for closed/won deals; they can also show who has influenced the most deals (great for SDRs) or highlight activity details from your CRM like the number of calls and emails per rep. The excitement from winning drives the entire business forward – from Marketing to Product to Customer Success.

Sales 52

Sales Software Software CRM 52

SmartKarrot

OCTOBER 7, 2020

A recent press release states that the SaaS business is expected to bounce to approximately $60 billion by the year 2023. Salesforce : SaaS used in CRM solutions. Freshworks : SaaS used in CRM solutions. Hence, this gives them leverage and maturity to know more about the customers. Veeva : SaaS used in Pharmacy business.

Acquisition 10

Acquisition Logistics Digital Transformation Digitalization 10

Zendesk

JUNE 15, 2023

Apart from the job post, conduct research on the company’s website to learn how they focus on the customer. Many companies have a page dedicated to their values, or they might profile customer success stories on their blog. Excellent communication skills A good customer service experience doesn’t just entail answering questions.

Retail 52

Retail Leadership Interpersonal Skills Software 52

Insightly

JANUARY 10, 2024

To help you answer this question, Ascend2 and Insightly fielded The Future of Martech 2024 survey in September, 2023. She has expertise in all areas of go-to-market, sales operations, CRM, product development, and digital advertising. AI caused a panic in 2023, but we’ll see a change in 2024.

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

Planview

JULY 20, 2023

According to the TSIA 2022 PS Benchmark Survey, 73% of companies expect revenue growth in 2023. But 49% of companies expect hiring freezes or potential layoffs this year, and 57% expect budgets to be flat or reduced in 2023. As Thomas Lah, EVP at TSIA says, “You can’t cut your way to success.”

Profitability 52

Profitability Software Software CRM 52

SmartKarrot

AUGUST 12, 2021

As per a prediction made by Gartner , in 2019, 25% of all customer interactions were automated through AI and machine learning. Furthermore, with 90% of companies now planning to deploy AI within three years, this number is expected to grow to 40% by 2023.

Customer Experience 11

Customer Experience Artificial Intelligence Decision-making e-Learning 11

Nutshell

MARCH 17, 2023

Powerful email marketing, minus the headaches Nutshell Marketing plugs directly into your CRM data, so you can create highly targeted audience segments, track the impact of your emails in real-time, and manage all your communications out of a single tool. Get started for free!

B2C 154

B2C Onboarding Decision-making B2B 154

Insightly

JUNE 13, 2023

You’ll operate a marketing automation platform and likely work with the sales ops team running the company’s CRM. Based on US national averages data from June 2023, GlassDoor reports that average marketing salaries can range from around $44,000 to $312,000. Salary grade is often tied to job title.

Marketing 98

Marketing Remote Working Decision-making Meetings 98

PandaDoc

APRIL 11, 2023

Is it necessary to follow up after a successful sale? Following up isn’t just about making those initial conversions; it’s an integral part of customer relationship management (CRM), too. Customers will feel more valued when you follow up with them. Always remember customer success is your success.

Sales 52

Sales e-Learning Small Business Procurement 52

SmartKarrot

NOVEMBER 23, 2020

All the business processes, be it marketing, sales, CRM, to even product development have started using SaaS products. Tech giants like Salesforce have already set up the standards for offering more value to their customers. Worldwide public SaaS spending would more than double from 2019 to 2023.

Telecommunications 10

Telecommunications Customer Experience Digital Transformation CRM 10

SmartKarrot

JANUARY 21, 2021

The new generation of Customer Success saw the christening of an innovative version of the technology, namely the Customer Data Platform (CDP). Here is what we shall be learning: What is a Customer Data Platform? Types of Customer Data Platform Functions of Customer Data Platform Why do you need it?

CRM 10

CRM e-Learning Customer Experience Artificial Intelligence 10

PandaDoc

MAY 8, 2023

Customer service agents need the right tools in order to create outstanding customer interactions. That includes automation tools, ticketing systems, strong workflows, CRM software, live chat software, and so much more. Let’s take a look at some of the best customer service software for support teams in 2023.

Software 52

Software Software Communication Publishing 52