Remove service knowledge-base-article-templates
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Sales Targeting Toolbox for Professional Services Firms

Red Star Kim

Here is a summary of the sales targeting toolbox for professional services firms. Furthermore, analysing and extracting knowledge and insights that support targeting may not occur within the marketing functions yet alone amongst fee-earners. And even where there is a lot of valuable data, sometimes it is overwhelming.

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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. This article supplements the learning resources from the session.

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Q2–2022: Product updates to Insightly AppConnect, Service, Marketing, and CRM

Insightly

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. Knowledge Management Improvements.

CRM 98
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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. How do you maintain those critical customer relationships, especially as you grow, get more accounts, launch more services, solve more issues? For example, my CRM ( Salesmate ) has sequences and email templates that allow me to setup set up a personalized conversational flow.

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How to boost sales strategy with a deal desk

PandaDoc

This article highlights how a deal desk functions and its ability to transform the way companies tackle their sales strategy. To further facilitate deal creation, a deal desk can utilize proposal management software to maintain a knowledge base, proposal templates, and information on past deals What is a deal desk?

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The 7 Best Knowledge Base Software + How to Choose One

Help Scout

We all know the old axiom “knowledge is power.” And though it’s true, there’s a caveat: In order to unlock the power of any knowledge, people first need access to it. Access to knowledge is an issue many businesses face. Luckily, there’s a tool that addresses that very issue: knowledge base software.

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How knowledge-centered service benefits customer support teams

Zendesk

Your support teams are generally swamped with a variety of tasks ranging from simple service requests to major incidents that require immediate attention. That’s why KCS , knowledge-centered service, is a widely adopted approach to steer service processes in the right direction. What is KCS?