Thu.Oct 19, 2023

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Telephone call challenges: Emotions, data, selling and follow up

Red Star Kim

Accountants, lawyers, paralegals, patent attorneys and financial advisers (both professional advisors and dedicated business development professionals) joined me at an MBL workshop on telephone skills for client service and selling. We explored the fundamentals of relationships, managing inbound calls and planning outbound calls. This article supplements the learning resources from the session.

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How to Define Differentiation that Matters in a Changing Economy

Force Management

Competitive differentiation is at the core of every organization’s sales strategy. It’s why customers choose your solution and why sellers get excited about bringing your product to market. As markets change, though, customer needs change too. It’s possible that your differentiation may need to adapt to fit these changing customer behaviors.

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CDPs with AI: The Smart Marketer’s Customer Experience Tool

NG Data

Say goodbye to manual data analysis and complicated spreadsheets – artificial intelligence (AI) is here to help us work smarter! We can breathe a sigh of relief in the customer experience (CX) space, as evolving customer expectations, complex data sets, and stretched resources mean there’s a need for intelligent, agile solutions. There’s real value in using a CDP with AI-driven functionalities.

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Driving sales velocity in a challenging market: Discover the 4 traits that set top sellers apart

SBI Growth

In the ever-evolving sales landscape , understanding what drives success can often seem like deciphering an enigma. However, if we look closely, patterns begin to emerge that delineate the attributes of successful sellers. To discern these traits, SBI studied 100 frontline sellers, managers, and SDRs. Their research has illuminated four definitive selling approaches, each characterized by specific competencies and behaviors.

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2024, The Year of the Customer

2023's struggles fueled a shift: companies are ditching wasteful strategies in favor of data and AI-powered growth. Enter 2024, the year GTC takes center stage. Discover 5 ways a customer-centric approach unlocks new revenue and delivers lasting success.

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Navigating Digital Transformation: IBM Engineering Integration Hub Catalyzes Data-Driven Success

Planview

In the pursuit of successful digital transformation, many businesses have faced challenges stemming from fragmented data repositories and the implementation of multiple systems of record to accommodate evolving business demands. The journey towards digital transformation is inherently complex, often surpassing the intricacies of conventional change initiatives.

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How CEOs Must Nurture Customer Care for Long-Term Success

Customer Think

Customer centricity is no longer a strategic advantage; it’s table stakes. Yet, a truly sustainable, effective customer-centric culture needs one key characteristic: it starts at the top. Undoubtedly, sales, marketing and customer support serve as key touchpoints, sounding boards, and educators for customers, carrying the torch of a customer-focused organizational ethos.

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The stakes are set to get higher in onsite search experience

Customer Think

Whenever we are presented with a question that we don’t have the answer to or a situation that is unfamiliar to us, we seek help. Historically, […] The post The stakes are set to get higher in onsite search experience first appeared on Adrian Swinscoe.

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Help my AI!

Zendesk

Meet Derek Smart businesses are integrating AI-powered bots into their customer experience platforms to provide exceptional service across all channels. The rest of them are using technology like Derek, and they desperately need help. Meet MEBO Innovative companies want AI that empowers support agents to be more productive. What they don’t want is MEBO—AI that doesn’t know how to be helpful.

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6 Customer Experience Principles for Immediate yet Lasting Change

Customer Think

Your CEO has come to embrace customer success! Terrific! And you’ve been tapped to lead a customer experience team. But where should you focus for immediate yet lasting change? Do you need a lengthy class or book on customer experience principles? Nope!

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Release Notes – Oct 19,2023

Apptivo

Apptivo’s Prime objective has always been to enhance performance and address reported issues, hence increasing the overall efficiency of our system. We’ve dedicated significant efforts to optimize business operations, ensuring a seamless experience with Apptivo for you. Let us dive in to know more! 1. New Feature Alert 2. Bug Fixes New Feature Alert We are excited to announce a new feature in Apptivo CRM’s Opportunities app – the Print PDF feature!

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How to Stay Competitive in the Evolving State of Martech

Marketing technology is essential for B2B marketers to stay competitive in a rapidly changing digital landscape — and with 53% of marketers experiencing legacy technology issues and limitations, they’re researching innovations to expand and refine their technology stacks. To help practitioners keep up with the rapidly evolving martech landscape, this special report will discuss: How practitioners are integrating technologies and systems to encourage information-sharing between departments and pr

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Service desk chatbots: A jump-start guide for 2023

Zendesk

What is a service desk chatbot? A service desk chatbot can provide 24/7 support to employees and customers, quickly answering various queries, from internal IT requests to customer questions. Additionally, bots can help live agents by gathering important information related to the customer’s issue upfront, saving agents time and boosting their productivity.

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A Truly Agile Federal Government Focuses on Flow

Planview

“To serve citizens well, governments will need to be more integrated. Breaking down silos and seamlessly connecting and streamlining data and process flows are integral to finding new solutions, enhancing security, and creating personalized and engaging citizen experiences.” William Eggers, Mike Turley, Government Trends 2020, Deloitte Insights, 2019 As the digital-first world further intensifies the urgent need for faster IT modernization across the U.S. federal government, IT and program lea

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Case Study: Zebra Technologies’ Journey to Effective Account Planning

DemandFarm

Discover how Zebra Technologies streamlined account planning and stakeholder engagement with DemandFarm. Learn how they simplified complex relationships, digitized account planning, and achieved a 12% boost in win-rates, along with a 60% reduction in time spent on manual tasks. Explore their journey from complexity to clarity in this concise case study.

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Principles for B2B Pricing through Inflation, Volatility, and whatever’s next

Customer Think

In the last few years, inflation has had a significant impact on businesses, making pricing particularly challenging. At the same time, the possibility of an economic downturn creates an opposing pressure and makes the prospect of maintaining profitability and growth even more elusive. Businesses are faced with difficult choices, compounded by resistance of increasing prices.

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1st, 2nd, and 3rd Party Intent Data: Which Is Right for You?

How do 1st, 2nd, and 3rd party intent data compare? 1st, 2nd, and 3rd party data each have specific advantages and disadvantages. It comes down to four factors: accuracy, cost, control and quantity. This infographic explains the pros and cons of each and helps you understand which one is best for meeting your business objectives. Intent data can be a great way to fill your pipeline and close more deals.

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Case Study: Contentful’s Journey to Enhanced Collaboration and Efficiency in Strategic Account Planning

DemandFarm

Dive into Contentful’s success story as they teamed up with DemandFarm to revolutionize their strategic account planning. Discover how a phased approach, integrated apps, and DemandFarm’s Account Planning Solution led to impressive outcomes, including a 25% increase in revenue potential, enhanced customer satisfaction, and a 15% boost in pipeline value.

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CSO Collab Up Next

OnStrategyHQ

Strategy Questions & Answers October 19, 2023, 10 a.m. PT The post CSO Collab Up Next first appeared on OnStrategy.

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Case Study: Ocorian’s Salesforce Evolution with DemandFarm

DemandFarm

Ocorian, a global leader in corporate and fiduciary services, offers tailored administration and compliance solutions to a diverse client base. Recognizing the importance of data-driven decision-making and the need for comprehensive account plans, Ocorian turned to DemandFarm to: Improve entity relationships within parent accounts. Simplify opportunity ratio visualization.

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Akeneo Launches New Supplier Data Manager Offering to Help Retailers and Distributors Onboard Supplier Data More Efficiently

Customer Think

New solution provides a seamless way to collect product data from suppliers at scale

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ABM Evolution: How Top Marketers Are Using Account-Based Strategies

In times of economic uncertainty, account-based strategies are essential. According to several business analysts and practitioners, ABM is a necessity for creating more predictable revenue. Research shows that nearly three-quarters of marketers (74%) already have the resources needed to build successful ABM programs.