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The 10 Best Salesforce Automation Tools for 2022 & 2023

Veloxy

Other tools are more specialized, such as gamification, customer experience management, and lead prioritization. Then, you can automatically track your customers’ email engagement to better prioritize leads. Some tools out there are foundational — things like appointment scheduling, data automation, and document generation.

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From Service to Sales: How Field Service Can Drive Revenue Growth

Salesforce

Field service can help drive revenue growth by selling to your existing customers, also called upselling or cross-selling. We’ve found that 65% of mobile workers are successfully selling to existing customers. Let’s dig into each of these best practices for upselling and cross-selling in field service.

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The Only Guide You Need To Tracking Lead Generation

ClickFunnels

A lead is a potential customer who has: Expressed an interest in your product. Gave you their contact details. Meaning: Someone who has visited your website but hasn’t given you their contact details is not a lead. Leads exist on a spectrum of quality: High-quality leads are most likely to convert to potential customers.

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What is Customer Obsession? Steps, Examples, & Importance

Salesforce

A bad experience is one of the top reasons a customer will leave a brand , and younger generations are increasingly likely to abandon ship for this very reason. That’s why fostering a customer-obsessed culture can improve an organization’s health and longevity. What you’ll learn: What is a customer-obsessed culture?

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5 Interesting Learnings From Freshworks at ~$600,000,000 in ARR

SaaStr

Fast forward to today, and last quarter they crossed an incredible $560,000,000 in ARR growing 20% on a constant currency basis. Bigger Customers Keep Growing, But SMBs Have Slowed A common theme across tech today. Freshworks has 51,700 customers at around $2k ARR, with a quick close of just 25 days. But good to learn from.

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Remote Support Gives Agents a New Look Into the Customer Experience

Salesforce

How often do your customers call and struggle to describe their issues? It brings agents into customers’ homes virtually, removing the visual gap and ending their frustration faster. But with only 44% using it for direct customer support, there’s a big opportunity to improve the customer experience.

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Ecosystem-Led Growth (ELG) for GTM

Sales Hacker

Claim your tickets today , including a limited number of special two-for-the-price-of-one tickets. Data from Crossbeam shows that ELG is the third-most cost-effective strategy behind customer referrals and inbound sales. Partners can facilitate warm intros to their customers so you can move stuck leads through the pipeline.

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