inmoment

JULY 6, 2020

As we outline in our recent white paper on this subject, Five Predictions About The Future of Retail Banking , retail banking brands can achieve this goal by asking the right questions. Retail banks can keep an eye out for account overactivity in addition to, say, whether certain services or consultations were solicited more often.

Banking 52

Banking Accountability CRM Consulting 52

CSM Magazine

SEPTEMBER 8, 2023

Our investment in Salesforce began more than three years ago with our acquisition of ‘makepositive’, Salesforce’s leading UK-based consulting partner. By integrating the business into the Sabio Group it expanded our focus and capability in customer relationship management (CRM). out of 5.

CRM 52

CRM Enterprise Consulting Consulting 52

Callminer

MARCH 6, 2020

Download our white paper, Understanding How Interaction Analytics Can Reduce Agent Attrition , to learn more about how interaction analytics can help your management team reduce agent turnover. Joe Bailey is the Business Development Consultant at My Trading Skills. Sue Andrews is the HR & Business Consultant at KIS Finance.

Management 182

Management Customer Service Consulting Consulting 182

NICE inContact

OCTOBER 29, 2018

Sheila McGee Smith, the founder and principal analyst at McGee-Smith Analytics, a leading customer experience industry analyst and strategic consultant, has developed a decision framework to help contact center leaders navigate this process with confidence. Whether CRM and integration with other business systems make sense for you.

Best practices 48

Best practices Contact Center Contact center software contact center solutions 48

8x8

JANUARY 3, 2018

These metrics include data from contact center and customer relationship management (“CRM”) systems as these are primary customer touch-points. This doesn’t mean rushing out to purchase a CRM system and spending the next twelve months focused on such a major project.

Metrics 48

Metrics Customer Experience Contact Center CRM 48

8x8

JANUARY 3, 2018

These metrics include data from contact center and customer relationship management (“CRM”) systems as these are primary customer touch-points. This doesn’t mean rushing out to purchase a CRM system and spending the next twelve months focused on such a major project.

Metrics 48

Metrics Customer Experience Contact Center CRM 48

8x8

JANUARY 3, 2018

These metrics include data from contact center and customer relationship management (“CRM”) systems as these are primary customer touch-points. This doesn’t mean rushing out to purchase a CRM system and spending the next twelve months focused on such a major project.

Metrics 48

Metrics Customer Experience Contact Center CRM 48

Connecting the Dots

APRIL 3, 2024

Download the PDF version of this White Paper In our work with more than one hundred organizations over the past five years, we have observed that ineffective customer onboarding (onboarding) is a principal cause of customer disenchantment that can precipitate significant and unnecessary customer churn. 5 Reichard, C. 2009, August 10).

Education 62

Education B2B Sales Surveys 62

Comm100

FEBRUARY 7, 2018

Additional Considerations for CRM Solutions. Does the vendor offer an in-house consultation for use or purchase? Will the vendor provide a robust knowledge base for self-education and training, including blog posts, white papers, eBooks, and multimedia content? Additional Considerations for CRM Solutions.

CRM 42

CRM Multichannel Marketing Accountability 42

JivoChat

JUNE 1, 2021

Touchpoints can be any interaction that a customer has with your business , such as a survey, a consultation call, or an online purchase. CRM pipelines. A customer relationship management platform, or CRM, is a central repository that helps you track, manage, and analyze your customers’ interactions with your business.

CRM 52

CRM Advertising Chatbots Surveys 52

Global Response

FEBRUARY 13, 2022

Look at reviews from other customers and read white papers or case studies from your potential call center partner to see what kinds of results they’ve been able to deliver for other businesses (especially businesses within your sector or industry). You may not need all of these, or you may need others not listed here.

Call Center 62

Call Center outsourcing Business Process Outsourcing Telemarketing 62

ChurnZero

SEPTEMBER 30, 2021

There are two people on my team right now who are going through certification to get a better understanding of CS technologies, so that we can serve our customers as consultants, helping them get technology up and running. Errors in your CS platform and your CRM are rampant. There just hasn’t been a lot written on it.

Sales 52

Sales Education CRM Metrics 52

JivoChat

JULY 5, 2021

No matter whether you’re selling kitchen goods to consumers or consulting to businesses, the top e-commerce tools include platforms that let you open up shop and close sales. Ongoing Training: Sourcify offers webinars and educational white papers. Best E-commerce Platforms. Boost sales by making communication simple.

Advertising 52

Advertising Analytics Sales Enterprise 52

Integrity Solutions

MAY 24, 2023

All the product knowledge, core selling skills, time and CRM management capabilities are far less impactful to the ultimate success of a salesperson than their core attitudes, beliefs, values and motivations. They know your CRM processes cold. The most important variable in the success of any salesperson is themselves.

Sales 52

Sales Coaching Accountability Personalization 52