SaaStr

FEBRUARY 10, 2021

Your new client onboarding process could be that chance. When you deliver an exceptional experience during the onboarding process, you build trust that will last far beyond the initial project or implementation. If that initial onboarding experience isn’t good, it leaves a bad taste in everyone’s mouth. Of course you are!)

Clients 74

Clients Customers Contract Contact 74

Salesforce

APRIL 21, 2022

retail banking customers are classified as digital-only and 59% of customers say their standards for customer service have gone up. Consumers have pivoted quickly from traditional channels to new digital and self-service solutions. This starts with putting the customer at the center of everything.

Service 97

Service Customers Finance Retail 97

Salesforce

OCTOBER 25, 2021

Customers wonder: how many times do they need to enter the same information to open an account or get customer support? It’s astounding that the everyday enterprise uses 1,295 cloud services, on average, to break down information silos, according to a 2019 report. Customers who call with a problem are often anxious.

Service 98

Service Process Customer Relationship Management CRM 98

Salesforce

AUGUST 30, 2023

Customer expectations have never been higher. According to our research, 88% of customers say the experience a company provides is just as important as its products or services. Yet 82% of mobile workers struggle to balance speed with quality when providing field service.

Service 52

Service Objectives and Key Results Appointment Technology 52

Salesforce

JANUARY 17, 2024

The insurance industry is filled with potential, but companies remain stuck in old ways, leaving customers unhappy and disconnected. One in three customers switched providers last year, due to unsatisfactory insurance customer experiences. Let’s look at this through the lens of a typical customer. Let’s begin.

Drivers/motivators 116

Drivers/motivators Trust Territory Technology 116

Salesforce

MARCH 19, 2024

The company was poised for rapid growth, but it couldn’t train customer service representatives (CSRs) quickly enough to keep up with its expansion. Algo adopted a large language model (LLM) to help onboard new CSRs faster. Using RAG has also allowed Algo to cut its onboarding time in half, enabling it to grow faster. “

Trust 122

Trust Represent Start-ups Technology 122

Salesforce

NOVEMBER 3, 2021

As a result, service team leaders have new access to technologies that help their teams collaborate better, gain data insights, and improve service center processes overall. Instead, their work aligned transformation roadmaps with evolving customer expectations and their organizations’ appetite for change.

Service 97

Service Teamwork Technology Technology 97

Miller Heiman Group

MAY 4, 2020

The financial services industry has been rocked to its core by a number of recent developments: a series of reputational issues, a wave of heavy regulation from government agencies, the emergence of digital currencies, and nontraditional competitors, including PayPal and Venmo, entering the market.

Service 64

Service Government Represent Retail 64

Heinz Marketing

SEPTEMBER 5, 2023

You’ve triumphantly sealed the deal in a B2B transaction and warmly welcomed a fresh face into your customer base. A well-crafted post-sale customer marketing plan is vital to constructing solid customer relationships, minimizing attrition, and extracting maximum lifetime value from your clientele.

Customers 112

Customers Construction Consult Gaming 112

Salesforce

NOVEMBER 29, 2023

Whether you’re launching a channel to scale more efficiently, tap into new markets, or meet customer needs, this guide can help. This business model is also called indirect selling, because the company doesn’t have a direct connection to the end customer. Dealers serve as an intermediary between customers and the manufacturer.

Manufacturing 111

Manufacturing Retail Territory Sales 111

Veloxy

JUNE 23, 2021

They all start out on a high note, bubbling with excitement as they proceed through the onboarding and ramp process. They all start out on a high note, bubbling with excitement as they proceed through the onboarding and ramp process. How to Develop and Onboard your Team. Onboarding your new inside sales teams is vital.

Inside sales 232

Inside sales CRM Sales Pipeline 232

Search Engine Land

JANUARY 26, 2024

Let’s tackle best practices for onboarding new clients and offboarding those who leave that will improve the client experience, get to work quickly, and enable future referrals. The churn rate for professional services is 27%, per a Customer Gauge report. We often request to talk to the sales and customer support teams.

Clients 95

Clients Referrals Trust Pitch 95

Salesforce

SEPTEMBER 26, 2023

You’ve done your customer research, made prospecting calls, and connected with a potential buyer. Sail to close in record time Use our Sales Engagement tool to jump on hot leads fast with ready-to-go email templates, AI-generated customer insights, and recommendations for next deal actions. Maybe they’ve even agreed to watch a demo.

Contract 119

Contract Negotiate Follow-up Contact 119

Search Engine Land

OCTOBER 25, 2023

And these days, customers expect brand engagements to be relevant, timely and personalized – as standard. So, unless you’re doing what the customer experience winners do, you’re always going to be in second place. This is why many brands look for expert guidance in the form of external martech services partners. and the U.K.

Objectives and Key Results 99

Objectives and Key Results Technology Technology Consult 99

Salesforce

JANUARY 23, 2024

Consider the value your most experienced, high-performing agents and field service technicians bring to your organization. They understand your product or service and know how to quickly address common customer issues and questions. Without their knowledge and expertise, you put customer satisfaction at risk.

Service 104

Service CRM Start-ups Customer Relationship Management 104

Martech

DECEMBER 18, 2023

Answer Advisory and consulting services play a crucial role in customer experience (CX) transformation programs for several reasons: 1. They understand the best practices, industry trends, and successful strategies for delivering exceptional customer experiences. Dig deeper: What is digital transformation?

Customers 104

Customers Consult User Experience Strategize 104

Martech

OCTOBER 16, 2023

Marketing automation gives you a way to have regular emails that focus on predictable behavior so we can send out an email when a customer achieves a goal or reaches a trigger or intent point. These can be critical for incremental revenue because customers are already in the mood to buy. They can be financial or contractual.

Cross-sell 135

Cross-sell Retail B2C Strategize 135

SaaStr

MARCH 30, 2024

We’re (for now) using Intercom for trigger-based onboarding and activation messaging, as well as customer communications and newsletters. We’re in the process of onboarding Vitally , specifically to help us better support bigger, managed customers.

CRM 85

CRM Launch Growth Contact 85

Hubspot

DECEMBER 27, 2019

As a customer-facing representative — whether you work in sales, service, or support — you’re probably used to working in a busy, noisy office space. Perhaps you work in an office space with customer service and support reps working to assist customers over the phone or video chat throughout the day.

Service 76

Service Product Technique Sales 76

Sales Pop!

FEBRUARY 7, 2022

The Customer Success Bow Tie. Customer success is a vital, yet often overlooked part of keeping and growing a business. All too often, companies struggle with onboarding and engaging their clients in a way that gives the customer maximum value. However, the onboarding process is just as important and just as crucial.

Customers 98

Customers Clients Meeting Contact 98

Search Engine Land

MARCH 21, 2024

Whether it’s your first time or tenth, streamlining the ramp-up period when onboarding a new SEO agency will save you effort in the long run and lay the path to a productive partnership. This article covers the three things you want to get right when onboarding a new SEO agency: Education: Educating your agency about your business.

Contract 101

Contract Education Clients Trust 101

Heinz Marketing

APRIL 19, 2024

By Maria Geokezas , Chief Operating Officer at Heinz Marketing We all know getting new customers through the door is important. The true magic lies in keeping those customers. Why Customer Retention Matters Customer retention isn’t just a feel-good metric; it’s the lifeblood of sustainable growth.

B2B 59

B2B Customers Education Entertainment 59

SaaStr

NOVEMBER 21, 2023

They want employees and customers to have the best possible experience. Many businesses have customers all over the world, and sometimes, they may not speak English. But you still have to be able to serve the needs of customers and employees in different geographic locations. By having AI as the onboarding and training co-pilot.

X-functional 94

X-functional UX User Experience Gaming 94

Martech

FEBRUARY 24, 2023

Creating goals based on any property and a beta for including marketing email analytics in the custom report builder highlight HubSpot’s January releases. Using marketing email analytics in the custom report builder can tie email performance to other CRM data without using multiple tools. See this video at 1:45.)

Click Through Rate 106

Click Through Rate Legal Finance CRM 106

PandaDoc

APRIL 17, 2024

Contractor management software is a tool that helps organizations streamline and automate the processes related to hiring, onboarding, monitoring, and evaluating external contractors and vendors. CMS is a system that can assist with the hiring and onboarding of contractors. Highlight the importance of compliance during onboarding.

Contract 52

Contract Construction Government Legal 52

PandaDoc

APRIL 17, 2024

Contractor management software is a tool that helps organizations streamline and automate the processes related to hiring, onboarding, monitoring, and evaluating external contractors and vendors. CMS is a system that can assist with the hiring and onboarding of contractors. Highlight the importance of compliance during onboarding.

Contract 52

Contract Construction Government Legal 52

Lead Fuze

AUGUST 29, 2023

According to industry reports, over 86% of agencies diversified their services last year as part of their growth strategy. It also implies that growing your marketing agency involves more than just acquiring new clients; it requires strategic planning, effective client retention practices, and continuous service diversification.

Niche 52

Niche Objectives and Key Results Clients Growth 52

Sales Hacker

OCTOBER 16, 2019

Want happy employees, happier customers, and more revenue? The secret may surprise you… It’s as simple as a solid sales-to-service handoff. When we succeeded, it was because of the process and close communication we built between sales and customer service. Blueprint for a good sales-to-service handoff process.

Service 50

Service Process Contract Sales 50

Lead Fuze

MAY 26, 2023

From identifying your niche market and offering unique services to building your brand style guide and assembling the right team – we’ve got you covered. This will help you identify gaps in the market that can be filled with your unique services tailored for your niche audience. Let’s dive in.

Niche 98

Niche Finance Negotiate Technique 98

Martech

APRIL 5, 2023

Identity resolution platforms enable marketers to “close the loop” on customer marketing, analytics and compliance with a comprehensive holistic view of activity across all of an organization’s customer touchpoints and channels. Data is processed with the goal of establishing a universal view of the customer.

Government 104

Government Follow-up Clients Technology 104

Highspot

JANUARY 22, 2024

Having a well-defined go-to-market (GTM) strategy is crucial for the success of any product or service. It encompasses a set of strategic actions designed to position the offering in a way that resonates with the potential customers, creates differentiation, and ultimately drives successful market penetration.

Go To Market 52

Go To Market GTM Promote Technique 52

Highspot

JANUARY 22, 2024

Having a well-defined go-to-market (GTM) strategy is crucial for the success of any product or service. It encompasses a set of strategic actions designed to position the offering in a way that resonates with the potential customers, creates differentiation, and ultimately drives successful market penetration.

Go To Market 52

Go To Market GTM Promote Technique 52

Highspot

FEBRUARY 29, 2024

of 30,000 new products are released into the market for customers to use. It involves coordinated efforts to make the product available and appealing to customers in the most effective and competitive way. Facilitates opportunities for direct engagement with customers and partners. A GTM team has a lot of moving parts.

Go To Market 52

Go To Market GTM Objectives and Key Results Launch 52

ConversionXL

SEPTEMBER 20, 2018

As a result, argues Andrew Chen , it’s becoming more expensive to acquire customers. A go-to-market (GtM) strategy is an action plan that specifies how a company will reach target customers and achieve a competitive advantage. ideal customer). customer acquisition process and channels). Target or enemy (i.e.

Go To Market 289

Go To Market GTM Profit margin Education 289

SaaStr

FEBRUARY 27, 2023

The company has since grown to more than 200 employees and over 75,000 customers. A way of onboarding new employees and equipping them with the right tools. Moving from self-service to enterprise As your product improves, your user demands change, requiring a revamp of the business model to satisfy high-paying customers.

Customers 78

Customers Customer Relationship Management Growth Trust 78

APACSMA

DECEMBER 15, 2023

The program included modules on personal brand development, utilizing social media channels for lead generation, and building meaningful relationships with potential customers. Case Study 2: Elevating Customer Engagement in Telecommunications Client Overview: A prominent telecommunications company with a focus on customer service excellence.

Sales 52

Sales Pitch Represent Contact 52

SaaStr

NOVEMBER 8, 2022

The Threads That Bind Customer and Employee Life Cycles. Most of you are familiar with the customer life cycle, including customer acquisition, onboarding, adoption, cross-selling and upselling, and retention. . Every stage of the customer journey is critical to delivering a best-in-class customer experience.

Objectives and Key Results 87

Objectives and Key Results Cross-sell Promote Construction 87