ChurnZero

JUNE 15, 2023

Most recently, we’ve seen leaders question whether they should revert to using their organization’s longstanding incumbent sales tool—the CRM—as an interim solution to their team integration challenges. Treating a CRM as a Swiss Army Knife is both inefficient and reductive to the work of post-sale teams.

CRM 96

CRM Sales Accountability Analytics 96

TechSee

JUNE 16, 2022

At Miele, Eric is also accountable for the management of escalation departments, offline processes, e-care solutions, national call center consolidation, multi-product services, upselling / cross selling and re-defining the consumer experience. He has 30 years of experience in inbound, outbound, chat, analytics, AI, and social media.

Customer Service 251

Customer Service Chief Customer Officer Contact Center Consulting 251

ChurnZero

MARCH 24, 2025

Nearly 70% of CS teams at larger companies ($500 million or greater) have adopted CSPs, while teams at smaller companies tend to lean on support and CRM software. 1: You notice your CRM holding your team back. A CRM is a great tool for sales operations, but it falls short for customer success needs. Upsell opportunities.

Technology 52

Technology CRM Engineering Finance 52

Integrity Solutions

MARCH 11, 2025

A sales performance dashboard consolidates data from sources such as CRM software, sales enablement platforms, customer interactions and others into a visual representation of key sales metrics and data points. Sales Analytics Tools – to provide deep insights into sales performance. What is a Performance Dashboard?

Sales 52

Sales Metrics CRM Coaching 52

aircall

APRIL 12, 2021

A CRM phone integration allows your business to provide a better customer experience by being able to have customer information appear when someone calls. No matter the size of your business, a CRM phone integration is an essential component of your sales and support operations. A CRM is affordable enough for startups.

CRM 71

CRM Customer Experience Call Logging voip 71

Cincom

FEBRUARY 14, 2025

It demands a well-defined framework that integrates automation, pricing governance, and seamless CRM and ERP connectivityall of which are essential for driving predictable revenue and operational efficiency. However, simply deploying CPQ is not enough. Maximizing CPQs potential requires more than technology.

Best practices 40

Best practices Sales CRM Finance 40

Totango

AUGUST 16, 2022

For instance, a customer relationship management (CRM) app may be used to segment customers at risk of churn and reach out to them, serving as a CRM customer retention tool. Identifying customers in the market for upsell offers and referral invitations. Customer retention in CRM apps can also support customer success management.

Customer retention 106

Customer retention Upselling CRM SaaS 106

aircall

FEBRUARY 6, 2023

As a direct response to increased customer expectations and greater affordability of advanced digital technologies, co nversational CRM has grown in popularity. From improved UX to artificial intelligence and social messaging, conversational CRM promises advancements and outcomes in customer satisfaction. What Is Conversational CRM?

CRM 62

CRM Sales Chatbots Upselling 62

JivoChat

JUNE 8, 2021

Not sure which is the best upsell app for Shopify? But given that upsell apps can increase revenue by an average of 10-30%. And that it’s 68% more affordable to upsell an existing customer than acquire a new one, you know you can’t afford to miss out any longer. Types of Upsell Apps for Shopify. Bold Upsell.

Upselling 52

Upselling Analytics Sales Personalization 52

Totango

APRIL 5, 2022

Integration of NPS surveys with other relevant tools, such as CRM apps and email autoresponders. For example, Totango’s SuccessPlay feature allows you to create automated workflows to follow up on NPS surveys, such as sending an upsell offer or referral invitation to customers who respond with a 9 or 10.

Upselling 108

Upselling Surveys Analytics Customer retention 108

ViiBE Blog

JULY 22, 2022

What are the ways to use CRM? If you’re like most marketers and salespeople, you rely on your CRM (Customer Relationship Management) to help manage your sales pipeline and keep track of your contacts. Your CRM system is a powerful tool that can help your business to manage its customer data more effectively. What is a CRM?

CRM 52

CRM Upselling Sales Marketing 52

ViiBE Blog

JULY 22, 2022

ViiBE Blog Best ways to use CRM Anna Gorina July 22, 2022 Share this article Contents Share this article Contents Enhancing the Digital Experience with Remote Assistance Free Retail E-book available now! Download now Read now What are the ways to use CRM? What is a CRM? What is a CRM? Why do you need it?

CRM 52

CRM Upselling Sales Marketing 52

CustomerSuccessBox

APRIL 11, 2019

Some think that a CRM should suffice whereas others want to build their own dashboards on top of analytics tools. Sales delivers customer acquisition vs. Customer Success delivers product adoption + retention + upsell. The overlaps happen only when they communicate during handoffs and upsells. Level 1: CRM + Excel.

Upselling 80

Upselling SaaS CRM Customer advocacy 80

CSM Magazine

DECEMBER 19, 2020

One of the most revolutionary CRM software specifically for customer service is the Microsoft Dynamics 365 for Customer Service CRM. Automation is now the most significant part of the customer service industry globally, and Microsoft CRM has now enabled even small businesses to automate crucial tasks. Automation. Conclusion.

CRM 52

CRM Customer Service Upselling Analytics 52

Totango

NOVEMBER 15, 2021

By integrating CRM data with your CS platform, you can analyze your customer data and harness it for customer success management. For example, you can establish criteria for customers who may be in the market for an upsell offer and set up automated workflows to send promotional emails to this segment of your customer database.

CRM 117

CRM Upselling SaaS Chatbots 117

Calltools

OCTOBER 28, 2020

However, a dialer CRM provides call center managers with multiple benefits over a standard dialer. Managers should invest in a dialer that integrates into their customer relationship management (CRM) system. In this guide, learn the benefits of a dialer CRM and discover why you should incorporate this technology into your call center.

CRM 52

CRM Complaint resolution Upselling Call Center 52

Fonolo

FEBRUARY 2, 2023

For example, agent might receive pop-ups on their screen with recommendations on how to upsell the customer or legal topics to avoid. They offer customer experience analytics, self-service solutions, workforce engagement tools, and much more. They integrate with your CRM and scale with your call center.

Call Center 140

Call Center Interactive Voice Response First call resolution Self service 140

OrecX

APRIL 22, 2021

In the world of contact center voice interactions, captured voice data has greater value when it can be shared in real time with transcription and speech analytics applications and then combined with ACD, IVR and CRM data. Monitor, Manage & Control. Versatility. Oreka AC ( Audio Capture ) supports: Remote site recording.

voip 79

voip APIs Upselling CRM 79

Babelforce

AUGUST 13, 2020

CRM strategy extracts incredible value from data you already have The contact center isn’t always where CRM strategy is born – even though they do manage most customer relationships! Strong areas of focus include upselling, reduced acquisition costs and customer loyalty. What is CRM? Why does CRM strategy matter?

CRM 52

CRM Contact Center Upselling Customer retention 52

Calltools

NOVEMBER 1, 2023

Incorporating a dialer into your customer relationship system (CRM), for example, will streamline tasks for sales reps and improve the customer experience. An integrated CRM dialer can provide myriad benefits for your contact center. What is an Integrated CRM Dialer? Can an Integrated CRM Dialer Increase Sales?

CRM 52

CRM Sales Customer Experience Contact Center 52

CSM Magazine

MARCH 24, 2022

Even when customers are transitioned to a third-party servicer, retailers can use FSM to upsell and cross-sell to increase revenue. Field service management software can track this additional income and further increase retail revenue through actionable data analytics that monitor business performance and promote better decision-making.

Customer Experience 119

Customer Experience Self service Analytics Upselling 119

CustomerSuccessBox

MARCH 14, 2022

While all of these activities could be performed using a Post-sales CRM. Let us look at the various ways in which a post-sales CRM could help make the process easier and better. Why does your SaaS business need a post-sales CRM? Benefits of having a post-sales CRM. Better handoff from sales to customer success.

CRM 52

CRM SaaS Sales Journey mapping 52

TeamSupport

DECEMBER 8, 2023

Look for software that easily integrates with your CRM system, marketing tools, analytics platforms, and any other relevant applications. Reporting and Analytics Data-driven insights are crucial for optimizing your customer support processes.

Customer Support 105

Customer Support Upselling Analytics Customer centricity 105

Cincom

MAY 3, 2024

Microsoft Dynamics 365 CRM (customer relationship management) provides a way to centralize data and connect systems to give sales teams and other departments visibility across quote requests, orders, and fulfillment. Real-time analytics also help executives adjust strategies as market demands shift.

CRM 40

CRM Upselling Sales Engineering 40

Balto

JANUARY 14, 2025

In todays customer-first world, monitoring and improving call center performance through analytics is no longer a luxuryits a necessity. Utilizing call center analytics software is crucial for improving operational efficiency and enhancing customer experience. What Are Call Center Analytics?

Call Center 52

Call Center Analytics Average Handle Time Big data 52

Totango

NOVEMBER 27, 2023

When customers achieve their goals, businesses will see more subscription renewals and expansion revenue from upsell and cross-sell opportunities. Reporting becomes stronger when multiple integrations consolidate data across the tech stack, such as customer relationship management (CRM), data warehouses, and product analytics tools.

B2B 98

B2B CRM Enterprise Upselling 98

Infinity

MAY 3, 2022

Which begs the question, how is CRM and call tracking software used in call centres and are you using it well? Call centre software can do things like automatically route calls, provide performance insights, log and assign value to calls, and integrate directly with your CRM systems to resolve tickets faster.

Analytics 52

Analytics Scripts Upselling CRM 52

Totango

MAY 17, 2022

Wondering what is the best CRM for B2B sales? Well we’re here to help with our guide to the best CRMs for both small businesses and enterprises in 2022. Use this guide to help you find the best B2B CRM for your business. What is a B2B CRM? Today’s leading CRMs tend to be cloud-based. Salesforce CRM.

B2B 85

B2B Sales CRM Enterprise 85

Cincom

MARCH 6, 2025

By automating pricing rules and integrating with ERP, CRM, and e-commerce platforms, businesses can maintain control and transparency while optimizing revenue potential. Performance Dashboards : Equip teams with analytics dashboards that provide visibility into quote conversion rates, approval bottlenecks, and pricing trends.

Automotive 40

Automotive Revenue potential CRM Sales 40

DMG Consulting

AUGUST 26, 2024

GenAI Is Revolutionizing Conversation Analytics View this article on the publisher’s website The conversation analytics IT sector is strong and picking up momentum, due in large part to generative artificial intelligence (genAI)’s contributions.

Analytics 48

Analytics Contact Center Quality management Calibration 48

JustCall

DECEMBER 7, 2022

Well, there are sales metrics and sales analytics software to take you closer to goals. Read on to know how to track and improve your sales performance by using the right metrics and analytical tools. What is Sales Analytics? Sales analytics is the process of generating actionable insights from the sales data.

Analytics 52

Analytics Sales CRM Metrics 52

Cincom

FEBRUARY 21, 2025

CPQ training equips sales professionals with the skills to leverage advanced features such as guided selling, automated approvals, and seamless CRM/ERP integration. This results in lost revenue and missed opportunities to upsell or cross-sell. This results in faster deal closures, increased pricing accuracy, and higher win rates.

Sales 40

Sales Gamification Finance Best practices 40

NobelBiz

FEBRUARY 14, 2023

Customer Relationship Management (CRM) is a strategy businesses use to manage interactions with existing and potential customers. CRM aims to improve customer satisfaction and loyalty and, ultimately, increase revenue. This information is a cornerstone to personalize interactions and improve the customer experience.

CRM 52

CRM Contact Center Metrics Benchmark 52

GetFeedback

JANUARY 28, 2019

Combine NPS survey results with your CRM. Usually, this is stored in a customer relationship management (CRM) tool, like Salesforce. When you combine your NPS survey data with your CRM data, you can find patterns within segments of promoters and detractors that can help inform future decisions. More NPS survey results analysis.

Surveys 98

Surveys CRM Upselling Analytics 98

Totango

NOVEMBER 15, 2021

By integrating CRM data with your CS platform, you can analyze your customer data and harness it for customer success management. For example, you can establish criteria for customers who may be in the market for an upsell offer and set up automated workflows to send promotional emails to this segment of your customer database.

CRM 94

CRM Upselling SaaS Chatbots 94

ChurnZero

AUGUST 14, 2020

Customer Relationship Management (CRM) Software. What is a CRM? CRMs primarily function as a relationship information database. Since buyers typically follow a uniform purchasing journey, CRMs are ideal for managing a sales pipeline. (If Product Analytics Software. What is product analytics software?

CRM 87

CRM Finance Upselling Accountability 87

Infinity

AUGUST 9, 2021

That’s where contact centre analytics come in. Contact centre analytics - also known as call centre analytics - can unlock a wealth of insights that will empower you to streamline your customer journey, improve call centre operations and deliver exceptional customer service, using rich data taken from real customer experiences.

Analytics 52

Analytics Scripts Upselling CRM 52