Upland

OCTOBER 17, 2023

Customer success leaders leverage chatbots to lighten workloads. According to Hubspot’s 2023 State of AI report, 79% of salespeople using automation say they can dedicate more time to actively selling. It can write personalized training documents to onboard customers. Many writers use AI to spark ideas.

Artificial Intelligence 195

Artificial Intelligence Sales Decision-making CRM 195

Zendesk

JUNE 15, 2023

The resume above notes how the applicant developed the training modules used to onboard new associates. Takeaway: Stay on topic and prioritize what the resume reviewers are looking for. Apart from the job post, conduct research on the company’s website to learn how they focus on the customer. Instead, stick to what’s relevant.

Retail 52

Retail Leadership Interpersonal Skills Software 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

Nutshell

MARCH 17, 2023

Prioritize your subject line What you put in the subject line matters — after all, it’s the first part of your email your reader will see. You can ask questions to help segment your customers for future emails and give them a heads-up that you’ll be sending them future content. The subject line is a critical part of your message.

B2C 154

B2C Onboarding Decision-making B2B 154

PandaDoc

MAY 8, 2023

Let’s take a look at some of the best customer service software for support teams in 2023. Types of customer service software Customer service software enables businesses to provide efficient and personalized support for their customers. Zendesk What is it: An all-in-one customer service and support platform.

Software 52

Software Software Communication Publishing 52