Remove sales-to-service-handoff
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The 5-Step Formula for a Reliable Sales-To-Service Handoff Process

Sales Hacker

The secret may surprise you… It’s as simple as a solid sales-to-service handoff. I’ve seen lots of good AND bad handoffs, and learned what to look for the hard way. When we succeeded, it was because of the process and close communication we built between sales and customer service.

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How Leading Financial Services Firms Use Miller Heiman Group to Bridge Service and Sales

Miller Heiman Group

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.

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Seamless Lead Handoffs Are Possible… If You Know Your Buyer’s Engagement Journey

SalesLoft

Potential sales opportunities were disappearing at almost every sales lead handoff point along the pipeline. What is a Lead Handoff? A sales lead handoff is the point at which a lead– whether a brand new prospect or an existing customer ripe for expansion – is transferred from one person on your team to another.

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What is Outside Sales? Everything You Need to Know in 2024

Veloxy

The world of sales is vast, and if you’re a sales professional, you’ve likely been exposed to both inside and outside sales roles. However, if you’re considering a transition to outside sales or simply want to elevate your field selling game, you’re in the right place.

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MQL vs. SQL: What Are They How Do They Help You Sell?

Salesforce

Next up is the crucial moment: passing the baton to the sales team, set to dash to the finish line, er, close. This is the thrust of converting marketing qualified leads to sales qualified leads (MQL vs. SQL). That’s why it’s so important to get the handoff right. What is a sales qualified lead (SQL)?

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The Rise of Customer Enablement

Highspot

Over the last year, many companies pivoted to focus on nurturing existing customers, making it more important than ever to enable your post-sales teams, from customer success to services. An organization’s products and services are constantly evolving. ” –Kathryn Fish, Sales Enablement Director, Invoca.

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AI-powered martech releases and news: Jan. 18

Martech

Ada and Dixa have partnered to enable customer service teams to provide instant resolutions, continuous improvement and elevated agents. The partnership allows users to onboard the Ada AI Agent to the Dixa Knowledge Base, analyze and coach the AI Agent’s performance, and handoff to a specialized agent within Dixa’s platform.

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