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What is Buying Intent?

Upland

They are in the early research phase, seeking information and knowledge about a particular product, service, or solution. At this stage, they’ll primarily look at the features and other basic elements each solution offers. They may be looking to solve a specific problem or browsing through the available solutions.

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What is Guided Selling?

Upland

Guided selling is a modern sales approach that combines technology, data analytics, and personalized interactions to assist customers in making well-informed purchasing decisions. Guided selling benefits both customers, who receive a more personalized experience, and sellers, who can offer more effective solutions based on individual needs.

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Why building a custom CRM is almost always a bad idea

Nutshell

Theoretically, a custom CRM would include all the features your organization needs, none that you don’t, and would be tailored to your specific business in everything from the in-product terminology to workflows reflecting how your team sells. Otherwise, you have to contract a software developer to create the application.

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How to improve help desk support via knowledge management

Apptivo

Centralize your knowledge 2. Support executives have to arm themselves with knowledge at their fingertips about every product and service, their pricing, all policies with regard to service, warranty and all probable faults that can be serviced, etc. As business evolves, knowledge will exist in fragmented places. Write right 7.

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Are You Letting Your Clients Slip Away? 12 Tips to Keep in Touch

Account Manager Tips

Create a knowledge base for frontline teams 5. Create a knowledge base for frontline teams A knowledge base is vital to improve internal communication and support your frontline teams in dealing with clients. Use the integrated communication and comment features to stay in touch easily and quickly.

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10 Types of Sales Calls: What to Know and How to Use Them

Hubspot Sales

In this post, I‘ll guide you through the different types of sales calls and the purpose they serve to meet your customers’ needs. For example, if you work for a software company, you might call a prospect to introduce your advanced project management software and its benefits.

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7 Top Sales Coaching Software & Key Benefits of Leveraging It

Hubspot Sales

Every winning sales team has an excellent coach guiding them. Additionally, with features like call coaching software — some tools can even help you help them level up their conversations. This software helps you track your team’s performance with HubSpot’s conversation AI that automatically captures voice data in your CRM.