Remove CRM Remove Finance Remove Upselling
article thumbnail

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
article thumbnail

Why Is Good Customer Service Essential in Finance?

CSM Magazine

This is a flawed approach, however, and one that causes businesses to miss out on numerous opportunities to adopt good service and potentially upsell products at every conceivable stage of the customer journey.

Finance 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Why does your SaaS business need a Post Sales CRM tool?

CustomerSuccessBox

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
article thumbnail

9 Must-Have Integrations to Level Up Customer Success Software

ChurnZero

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 Track free-trial users for upsell opportunities to convert to paid users.

CRM 87
article thumbnail

4 steps to effectively optimize location-based employees to boost customer experience

Talkdesk

When I was preparing to move from one country to another, I wanted to put all my finances in the right order: close some bank accounts I haven’t been using, ask for bank statements, etc. Integrate the contact center with a CRM or helpdesk.

article thumbnail

Understanding the B2B Customer Journey and How It Differs from B2C

Totango

A full journey map covers all stages from lead acquisition through subscription renewals, upsells, and referrals, although some maps abbreviate this to focus on the post-sales part of the process. A customer journey map charts the stages your customer progresses through during the course of their relationship with you.

B2C 118
article thumbnail

Tech Stack for Financial Services – The Ultimate Guide [2020]

JustCall

You can wisely choose an efficient tech stack that forms the backbone of the tech infrastructure in the finance industry. A well-stacked tech stack for financial services should comprise key categories like Communication, Helpdesk and Shared Inbox, Accounting, CRM and Product Management. Finance Management. Communication.

Finance 59