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How AWS Sales uses generative AI to streamline account planning

AWS Machine Learning

These documents are internally called account plans (APs). In 2024, this activity took an account manager (AM) up to 40 hours per customer. In this post, we showcase how the AWS Sales product team built the generative AI account plans draft assistant.

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How AWS sales uses Amazon Q Business for customer engagement

AWS Machine Learning

Since that time, thousands of active users have asked hundreds of thousands of questions through Field Advisor, which we have embedded in our customer relationship management (CRM) system, as well as through a Slack application. The following screenshot shows an example of an interaction with Field Advisor.

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Guest Post: How to Design a Customer Success Program That Works

ShepHyken

Regularly update training materials based on customer feedback. Account management Offer workshops on relationship-building, active listening, and consultative selling for identifying upsell or cross-sell opportunities. Encourage shadowing experienced account managers who can disseminate their best tips and tricks.

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Guest Post: 9 Best Tips for Maximizing Your E-Commerce Customer Service

ShepHyken

Set Up a Knowledge Base. In a nutshell, a knowledge base is an area in your site that is dedicated to customer service. For example, a FAQ page is considered as a knowledge base. Utilizing a customer relationship management (CRM) software will help you streamline the entire process.

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How to make the most of your CRM and customer experience

Method:CRM

You’ve gathered all the customer information you can dream of through your CRM system, but now what? How do you make sense of the CRM and customer experience data you’ve worked so hard to collect? Read on to learn more about how you can use your CRM and customer experience data to its fullest potential. Addressing complaints.

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Customer Service Skills: How to Handle Difficult Calls from Customers

TeleDirect

Key technologies include: Customer Relationship Management (CRM) Systems: Provide access to customer history and preferences for personalized support. Knowledge Bases: Enable agents to access accurate information quickly, reducing resolution times. Q: What tools help agents handle difficult calls?

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A Complete Guide to Customer Service Automation

Comm100

These are resources like FAQ pages, step-by-step guides, or a searchable knowledge base that lets customers find answers on their own. Knowledge base AI-enhanced knowledge bases offer instant access to frequently asked questions and helpful resources. Start by analyzing customer interaction data.