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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. This personalized touch makes you feel valued and leaves a lasting impression.

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SaaS customer support: An introductory guide for 2024

Zendesk

What is SaaS customer support? SaaS (software as a service) customer support refers to the systems and practices technology companies use to best serve their customers. Nowadays, every business needs to provide an outstanding customer experience (CX) , but the level and expertise of support varies by industry.

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

Tidio

In this guide: What customer retention is and why it matters for your business. 8 customer retention strategies to build authentic relationships. The best customer retention software on the market. Add self-service portals like a knowledge base as an extra support option. More details: Customer Segmentation.

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

SmartKarrot

Most CS teams have “customer management” playbooks or playbooks that direct the CSM to perform tasks and reach milestones crucial to their business—the software vendor. Teams can develop repeatable, scalable customer success strategies using playbooks at every point of the customer experience.

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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. . 4 Essential CRM integrations for functional teams.

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How to create an effective customer success plan (+ a template)

Zendesk

To help meet these goals the plan would: Consider in-depth data about the target customer(s) including their goals, objectives, existing knowledge, knowledge gaps, and where they are in their journey. These individuals will work together to enhance the customer experience and help customers attain their goals.