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

Zendesk

Your business is only as successful as your customers are. When you make sure customers have what they need to succeed, you also win as a business. In order for businesses to efficiently and systematically achieve the criteria above they should create customer success plans. What is a customer success plan?

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People & Problems: The core of strategic account planning

Strategic Account Management Association

It’s how faithfully (and effectively) we execute on these principles that makes the difference. Many of us still can’t hop on planes and sell face-to-face—or at least not as much as we want to—and our customers are grappling with their own sets of shifting priorities made more urgent by forces beyond their control.

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9 CRM Tips & Tricks from HubSpot's Experts

Hubspot Sales

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

CRM 89
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Outcome Selling: Don’t Sell the Product, Sell the Outcome

Hubspot Sales

With the customer at the forefront of every decision, you’ll shift your perspective to prioritizing customer success. However, your customer base doesn’t have to be limited to prospective customers here — it can include existing ones as well. Before, you were the customer’s student. Connect the dots.

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How to Improve Sales Productivity and Boost Team Efficiency

Nutshell

When you can pinpoint dips in productivity and identify the elements that contribute to slower workflows, you can make the changes needed to support your sales team. Higher customer retention rates: With your uber-productive sales reps on the job, your customers will have a more enriched customer experience, instilling trust and loyalty.

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How to Give Prospects a Delightful B2B Sales Experience

Hubspot Sales

You have to manage heightened expectations, battle against a multitude of competitors and make sure you have time to meet the needs of everyone in your pipeline. The positive experiences you create for your customers adds to the longevity and success of every business. How To Fix: Let the prospect make the next move.

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What Your CMO Doesn’t Know About Customer Advocate Programs

SBI

I’m always fascinated that customer advocate programs (CAP) are rarely in the various pundits’ priority lists, at least explicitly. The anticipated priorities in 2020, for instance, include some form of: Deepen customer knowledge through advanced analytics. Improve customer experience throughout the full lifecycle.