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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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SaaS customer support: An introductory guide for 2024

Zendesk

Nowadays, every business needs to provide an outstanding customer experience (CX) , but the level and expertise of support varies by industry. When companies provide excellent SaaS customer support, they can better secure customer retention.

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What is Customer Retention? 8 Best Strategies [+Apps]

Tidio

Add self-service portals like a knowledge base as an extra support option. Investing in multiple customer service channels is essential for a positive first customer experience: Seven Types of Customer Service. Easy product returns should be a core part of your customer retention plan. Quite the contrary–.

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Here’s What You Missed at TRANSFORM 2020

Showpad

Customer obsession = a great customer experience. Showpad Co-founder and President, Louis Jonckheere, spoke about creating an easy B2B customer experience. . Customers are not just buying based on price anymore; they’re buying based on the experience they have with a company. We’ve got you covered.

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

Insightly

A CRM is mission-critical sales technology that guides and manages interactions with current and potential customers. It helps companies build relationships with their target audience to improve the customer experience, increase sales and improve profit margins. . Finance and accounting.

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Online Automated Playbooks: How to Create and Use Well Designed Playbooks to Scale Your Business & Teams!

SmartKarrot

Consider it a prepared list of tasks given to a user account or group at particular points in the customer lifecycle to assist them in utilizing and interacting with your product. Teams can develop repeatable, scalable customer success strategies using playbooks at every point of the customer experience.

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

Zendesk

Delivering truly world-class customer experience is a challenge in this (and any) economic climate, where leaders must stay on top of service best practices and customer expectations to remain competitive. Discard tools that don’t use modern APIs so your agents aren’t toggling between screens to serve customers.