Nutshell

MAY 21, 2024

When you offer financial services, your business often has industry-specific challenges that other industries may not relate to. But does that mean you should use a financial services-specific CRM over a general-purpose one? Table of Contents How CRMs add value to financial services companies What is a financial services-specific CRM?

Financial Services 71

Financial Services CRM Software Software 71

DemandFarm

MAY 22, 2024

Not just that, over 150,000 companies globally depend on Salesforce for CRM services, with the US making up 62% of Salesforce customers. These tools not only streamline operations but also boost efficiency and improve customer engagement. Salesforce’s revenue reached approximately $31.25 billion in 2023.

Facilitation 52

Facilitation Key Account Management CRM Decision-making 52

Arpedio

APRIL 30, 2024

Unlike traditional methods, value selling focuses on delivering unique value to customers and aligning their needs with your product or service. Simply put, it puts your customers at the center of the sales process. So, what sets value-based selling apart? So, why does value selling matter?

Value Selling 52

Value Selling Value Proposition Negotiation Decision-making 52

Arpedio

APRIL 30, 2024

Defining Account Growth Strategy Account growth strategy refers to the systematic planning, execution, and management of approaches aimed at expanding your existing client base, increasing revenue, and improving customer satisfaction. One effective technique for analyzing existing accounts is to delve into customer data.

Account Growth 52

Account Growth Client Relationships Business Growth CRM 52

Brooks Group

FEBRUARY 27, 2024

B2B buyers today see many products and services as commodities: items that seem equivalent no matter who produces them. This is when a value-based selling approach—the ability to add value to your product or service—is critical. Value-based selling is more important now than ever.

Sales Training 59

Sales Training Sales Value Selling Profitability 59

Hubspot Sales

SEPTEMBER 27, 2023

Excited about the potential of subscription-based offerings, you convince your team to launch a new subscription service. The initial response is promising, with customers signing up left and right. They're spending hours manually managing subscriptions and dealing with frustrated customers. Why Manage Subscriptions?

Management 88

Management Software Software Decision-making 88

Apptivo

JANUARY 23, 2023

Allow customers and agents to give feedback 5. Summary “Can you please hold… while I check up on that information?” – Dreaded words to hear as a customer when contacting support. Consumer behaviorists have looked at this problem and have defined it as, “You are the Expert” expectation that customers have when approaching support.

Management 102

Management Decision-making Organization Innovation 102

Customer Think

JANUARY 14, 2024

Are your customer service staff spending too much time answering repetitive questions? Do you want to improve customer satisfaction and reduce your support team’s workload? Then, it’s time to consider implementing a knowledge base.

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Flevy

APRIL 30, 2024

Customer Journey Mapping is an essential tool for organizations aiming to enhance customer experience and deepen engagement across all points of interaction. By systematically representing the Customer Journey, businesses can align their operations to better meet customer needs, ultimately driving satisfaction, loyalty, and growth.

Telecommunications 52

Telecommunications Healthcare Retail Customer Experience 52

Nutshell

AUGUST 22, 2023

Since AI is revolutionizing sales , marketing, and many other aspects of business, it’s no surprise that many CRM providers are also using the technology to enhance customer relationship management. Because AI imitates the way humans learn from our knowledge and experiences, it can produce insights and make decisions based on what it learns.

Artificial Intelligence 114

Artificial Intelligence CRM Management Decision-making 114

Help Scout

JUNE 8, 2021

Still, using AI chatbots for customer service makes plenty of sense. Use an automated conversational approach to encourage more customer self-service: Help customers find answers themselves by guiding them step by step to the right self-service options. Rules-based chatbots. AI-based chatbots.

Artificial Intelligence 144

Artificial Intelligence Decision-making Customer Experience Onboarding 144

ProlifIQ

APRIL 12, 2024

Upsell & Cross-Sell From Your CRM Implementing effective cross-selling and upselling strategies can provide tremendous benefits for growing your business revenue and building customer loyalty. Cross-selling refers to offering customers additional products or services that are related to their original purchases.

CRM 52

CRM Prioritization Profitability Business Growth 52

Zendesk

MAY 24, 2023

Company leaders and consumers now understand more about the benefits of AI in customer service and how it can make our lives easier. How can AI help customer service? Read on to learn how your business can make the most of AI in customer service.

Customer Experience 88

Customer Experience Decision-making Onboarding Software 88

Customer Think

FEBRUARY 4, 2024

What is Customer Experience ROI? It’s not that complicated, but CX ROI advice is typically based on: — Inside-out viewpoints rather than outside-in perspectives. — A portion of customer experience management (selling, referrals, service, etc.).

Customer Experience 81

Customer Experience Management 81

Zendesk

FEBRUARY 23, 2024

What is a customer persona template? A customer persona template is a tool businesses use to create a detailed description of their ideal customer based on market research and customer data. Think of a customer persona as the ultimate fishing guide. More in this guide: Why are customer personas important?

Decision-making 52

Decision-making Brainstorming Media Communication 52

Apptivo

DECEMBER 15, 2023

What is customer service software? Customer service software Vs Customer relationship management 3. Touchpoints & Modes of customer service 4. Important components of customer service software 5. The top 5 must-have customer support tools that boost your business 6.

Software 52

Software Software Retail Media 52

Apptivo

DECEMBER 15, 2023

What is customer service software? Customer service software Vs Customer relationship management 3. Touchpoints & Modes of customer service 4. Important components of customer service software 5. The top 5 must-have customer support tools that boost your business 6.

Software 52

Software Software Retail Media 52

QYMATIX

MARCH 12, 2024

Read how AI-based assistants are taking wholesale sales to a new level and helping companies achieve their goals more efficiently. According to the Federation of German Wholesale, Foreign Trade and Services (BGA), wholesale and foreign trade companies are increasingly realising the potential of using artificial intelligence.

Artificial Intelligence 52

Artificial Intelligence B2B Logistics Sales Analytics 52

Brooks Group

MARCH 21, 2024

14% of underperforming teams) use the most effective strategy (needs/wants-based approach). The sales professional asks questions to uncover the buyer’s pain points, priorities, and what they hope to achieve by purchasing a product or service. Only 23% of successful teams (vs.

Sales 92

Sales Sales Training Decision-making Value Proposition 92

Customer Think

APRIL 23, 2024

Behind every great customer experience (CX) is a happy, satisfied customer. Many […]

Customer Experience 69

Customer Experience 69

Customer Think

MARCH 4, 2024

Traditional models of selling software and services have given way to subscription-based models, where customers pay on a recurring basis for access to products and ongoing support. In recent years, the landscape of business-to-business (B2B) technology has undergone a significant transformation.

B2B 72

B2B Software Software 72

Flevy

MARCH 26, 2024

At FlevyPro , our team of former McKinsey and Big 4 consultants with several decades of combined experience have developed the largest publicly available knowledge base of consulting framework presentations, known as the FlevyPro Library. Stage : Breaking down the customer journey into distinct stages (e.g.,

Customer Experience 52

Customer Experience Digitalization Digital Transformation Organization 52

SuperOffice

AUGUST 22, 2022

Operational is based around automating workload. How does an analytical CRM benefit sales, marketing and customer service teams? Sales : Use the analytical CRM to compare the number of B2B sales closed over a certain period of time and understand what type of customer your business closes the most deals with.

CRM 136

CRM Decision-making Onboarding Suppliers 136

Hubspot Sales

DECEMBER 13, 2023

These are important to understand of course, but salespeople aren't always going to call just to pitch to a potential customer — the job encompasses so much more. In this post, I‘ll guide you through the different types of sales calls and the purpose they serve to meet your customers’ needs.

Negotiation 103

Negotiation Telecommunications Sales Software 103

Apptivo

DECEMBER 12, 2022

Does your business require you to conduct transactions, use equipment, and provide services out in the field? If the answer is yes, one of the smartest investments you could make is in a Field Service Management system (FSM). What software to use for Field service management? Benefits to Customers. billion in 2021 to $8.06

Software 98

Software Software Management Decision-making 98

Nutshell

APRIL 26, 2023

It’s about creating a lasting impression that will keep all your customers engaged with your products or services and coming back for more. But with the right Customer Relationship Management (CRM) solution, you can optimize your marketing to suit the unique needs of every customer, just like you might in a small independent business.

Marketing 171

Marketing CRM e-Learning Software 171

Zendesk

JANUARY 18, 2024

The Zendesk Agents of Change program partners with nonprofit organizations that offer workforce development training and upskilling services to historically marginalized or underrepresented adult communities. Agents of Change was launched in 2021 by the Zendesk Tech for Good team.

Digitalization 78

Digitalization Organization Marketing Software 78

Brooks Group

MAY 14, 2024

Truly grasping your prospect’s pain points, challenges, objectives, and desired outcomes allows you to position your product or service as the ideal solution to their specific situation. A lead is someone who has shown some level of interest in your product or service but may not necessarily be qualified or ready to buy. Simple, right?

Sales Training 91

Sales Training Decision-making Meetings Prioritization 91

Arpedio

DECEMBER 20, 2023

In the world of subscription-based business models , Annual Recurring Revenue ( ARR ) is a crucial metric that represents the revenue a company can expect to receive from its customers on a yearly basis. One of the key benefits of ARR lies in its relationship with customer retention.

Innovation 52

Innovation Acquisition Investors Decision-making 52

PandaDoc

APRIL 29, 2024

Q2C starts exactly when a potential customer requests a quote for a product or service and ends when payment (full or partial) for said service or product is received. Configure : Determine customer needs and tailor product or service offerings. Price : Establish pricing based on the configuration and customer.

Negotiation 52

Negotiation Facilitation Software Software 52

Help Scout

AUGUST 22, 2023

Customer service jobs from home are increasingly common — here’s what you need to know to acquire and excel at a home-based customer service job. Read the full article

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Insightly

JUNE 1, 2022

During the last few months, the Insightly team has worked diligently to bring a full suite of feature updates to all four Insightly products: CRM, Marketing, Service, and AppConnect. What’s new with Insightly Service? In September of 2021, Insightly Service was added to the platform. Customer Portal .

CRM 98

CRM Marketing Finance Publishing 98

Freshworks

JUNE 2, 2023

As companies expand their investments in digital transformation, they’re banking on big returns, especially in customer experience (CX). The Freshchat Conversational Support Benchmark Report 2023 looks at the art and science of customer conversations in the digital era.

B2C 94

B2C Digital Transformation Digitalization Healthcare 94

Arpedio

DECEMBER 20, 2023

Upselling is a sales technique that can help businesses to boost revenue and enhance customer satisfaction. With its purpose to encourage customers to purchase products or services that are of higher value or complementary to their intended purchase, upselling is a powerful tool that can lead to increased sales and profits.

Profitability 52

Profitability Customer Experience Sales Marketing 52

Zendesk

AUGUST 9, 2023

To meet this growing need to nurture and support employees, businesses have been turning to services such as VirginPulse , a company that has seen incredible rates of growth every year: upwards of 15–20 percent. First, the support organization began revitalizing and expanding its knowledge base.

Artificial Intelligence 97

Artificial Intelligence Customer Experience Organization Meetings 97

Hubspot Sales

MARCH 27, 2023

You can also buy virtually anything online, including services. These services range from financial counseling to tarot readings. But, it's advantageous for businesses to sell services online, especially now, when a plethora of services can be offered virtually. How to Sell Services Online 1.

Media 123

Media e-Learning Onboarding Marketing 123

PandaDoc

MAY 16, 2024

Key takeaways Indirect sales consists of selling products and services through intermediaries. Indirect sales consist of selling products and services via partner companies, a type of sales collaboration. In direct sales , you, the producer, sell your goods and services directly to the consumer. What is direct vs indirect sales?

Retail 52

Retail Manufacturing Profitability Sales 52