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Improving Sales & Support Initiatives in the Financial Services Industry

aircall

Businesses in the financial services realm have to take a proactive approach to sales and support to remain competitive and viable. The relationship between a financial services representative and a consumer begins at the time of the sale and continues on with support. The Importance of Sales for Financial Services.

Sales 62
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Part 1: Helping Companies Build Stronger Customer Relationships

TeamSupport

Traditionally, while support teams knew of the customer through ticket interactions, the sales team knew of the customer through their sales engagements, and product teams typically knew nothing about the customers—and focused only on what needed to be built, without considering how customers were using their technology.

B2B 89
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The Top 4 Customer Experience Challenges and How to Overcome Them

GetFeedback

The phrase Customer Experience (CX) didn’t become en vogue until 2008 when it surpassed Customer Satisfaction as the primary customer-focused keyword. . Similarly, instead of just focusing on the customer’s interactions with support, CX covers how they interact with marketing, sales, and any other customer-facing aspects of your company.

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MarTech Interview with TeamSupport CEO Robert C. Johnson

TeamSupport

In 2008, when working for a former company where they could not find a true B2B (business-to-business) customer support solution, my colleague and TeamSupport Co-founder, Eric Harrington , and I set out to build one. As published in MarTechSeries.com , June 15, 2020. Please tell us about your role and the team/technology at TeamSupport.

B2B 64
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Part 2: Helping Companies Build Stronger Customer Relationships

TeamSupport

With that, we are helping businesses become more proactive about the health of their customer relationships, and better positioning them for account renewals and expansion. Unlike customer support or traditional sales models, customer success management aims to deliver long-term strategic value for customers. Learn more about Eric.

B2B 59
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Expansion Selling Strategies: Tips for SaaS Companies

CSM Practice

Since most SaaS companies started after the 2008 financial crisis, this is the first test of the sustainability of the model during the crisis. The New SaaS Sales Environment during COVID-19. The decline in new logo sales and the increase in churn has led companies to invest more in protecting their revenue base.

SaaS 71
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Expansion Selling Strategies: Tips for SaaS Companies

CSM Practice

Since most SaaS companies started after the 2008 financial crisis, this is the first test of the sustainability of the model during the crisis. The New SaaS Sales Environment during COVID-19. The decline in new logo sales and the increase in churn has led companies to invest more in protecting their revenue base.

SaaS 71