Insightly

JULY 31, 2023

The right CRM can have a tremendous impact on your business, but vetting potential CRM vendors and their solutions is no small task. The right CRM can have a tremendous impact on your business, but vetting potential CRM vendors and their solutions is no small task. Let’s dig in! What do organizations need from a CRM system?

CRM 52

CRM Software Software Decision-making 52

Help Scout

JULY 15, 2021

Expecting agents to be subject-area experts on all those different laws is a huge ask, and it’s not the most pragmatic solution. When thinking about education, most of us tend to think only about teachers and other administrative staff — frontline workers, so to speak. For example, in the U.S., Train on the strictest procedures.

Energy and Utilities 115

Energy and Utilities Prioritization Decision-making Stakeholders 115

OnStrategyHQ

DECEMBER 20, 2023

Free Strategic Planning Guide What is Strategic Planning? Strategic Planning is when organizations define a bold vision and create a plan with objectives and goals to reach that future. Part of that journey is the strategy built during strategic planning, and part of it is execution during the strategic management process.

Value Proposition 98

Value Proposition Facilitation Decision-making Organization 98

Hubspot Sales

MARCH 4, 2019

Solutions-focused. Empathetic. Active listener. Customer-oriented. Knowledgeable. When you hear these characteristics, who do you think of? I think of a star salesperson. You might disagree, and that's okay. It's time for a mental reset. These are the skills your sales team needs to survive. Sometimes, this works.

Sales Training 98

Sales Training Sales Onboarding Sales Management 98

Zendesk

MAY 12, 2021

For example, Smiles discovered that customers used and preferred Facebook Messenger over other channels for contacting customer service. For example, Smiles discovered that customers used and preferred Facebook Messenger over other channels for contacting customer service. You can’t fix something if you don’t know what’s wrong.

Software 52

Software Software CRM Advertising 52

SmartKarrot

JULY 21, 2021

Work with Revenue Operations to build reports, dashboards, and scorecards to communicate the customer health, retention probability, and the effectiveness of low-touch customer success programs. Develop tools, process, training, and governance around Onboarding clients to ensure projects are executed.

Customer Success 10

Customer Success Onboarding Government Account Management 10