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People & Problems: The core of strategic account planning

Strategic Account Management Association

By Richard Scheig, Chief Revenue Officer, Upland Software. The view from where I sit as Upland Software’s Chief Revenue Officer is a profoundly interesting one. But as a provider of a robust set of sales management and methodology capabilities , our teams work with some of the biggest sales organizations in the world.

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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.

CRM 89
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How to Improve Sales Productivity and Boost Team Efficiency

Nutshell

Get 70+ expert strategies for sales management success in our Sales Manager’s Survival Guide. Customer knowledge With everything you could possibly want to know available online, it’s easier than ever for customers and prospects to educate themselves about a product or service.

CRM 71
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Consultative sales 4 basic principles and just why the consultative selling process works 

PandaDoc

Tools like CRM and document workflow management software are key to a seamless transition to consulting sales. Consultative sales, by definition, is a selling strategy that focuses on meeting customer needs. A deeper understanding of customer needs leads to insights that build trust. What is consultative sales?

Sales 52
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How to build customer intelligence (and why you should)

Zendesk

Instead, support teams should use a customer intelligence platform to automatically collect, store, and analyze customer data. CRM software is one type of CI platform that can: Monitor customer interactions. Housing customer data in one location makes it easy to view information at a glance and form actionable insights.

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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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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. Some key functionalities of CSM software include keeping track of customer feedback , issues, requests, expectations, and data.