Remove CRM Remove Data Remove Upselling
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Guest Post: 7 Ways Improved Customer Journey Results in Business Growth

ShepHyken

This is where ERP and CRM integration comes into play. What is an ERP? Enterprise resource management (ERP) systems centralize, automate, and manage core business data and processes, from inventory management to real-time sales information. But it doesn’t come easy. But it doesn’t come easy.

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Computer Vision: The pathway to a personalized CRM experience

TechSee

Enterprise adoption of AI in CRM. In recent years, a wide range of AI technologies have been successfully integrated into the CRM domain, from sales and marketing to customer support and retention. while the agent can only see the CRM screen before him. No – computer vision. Next Step: Computer Vision Training.

CRM 164
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Guest Post: How to Design a Customer Success Program That Works

ShepHyken

Account management Offer workshops on relationship-building, active listening, and consultative selling for identifying upsell or cross-sell opportunities. Provide guidelines on interpreting data and taking proactive measures before minor issues become churn risks. When looking for a platform, take all of this into consideration.

B2C 356
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Guest Blog: Why cross-team collaboration is essential for B2B customer support teams

ShepHyken

Teams should integrate support software with development tools, sales tools including CRM technology, and marketing communication tools. For example, if sales updates information about a customer contact in a CRM system, that information will be pushed to the support software so both teams have the most relevant data.

B2B 287
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Guest Post: Five Actionable Ideas to Transform Your Customer Service in 2021

ShepHyken

One idea is to integrate your live chat software with your CRM so that you can save chat transcripts that can be referred to during future conversations. That’s why it’s essential to create a unified personalized customer service plan that delivers a consistent experience across all your customer touchpoints.

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Why You Need More than CRM Features for Customer Success

Totango

In this blog, we’ll talk about why CRM features alone aren’t sufficient for an effective CS strategy. First, we’ll take a look at what a CRM is and what benefits its functionality delivers. What is a CRM? The most fundamental CRM software feature is storing contact information. Easy retrieval of data from any device.

CRM 93
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Post-sale teams, stop treating your CRM like a Swiss Army knife

ChurnZero

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