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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.

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8 Customer Success Tools to Enhance Your CS Software

Totango

By integrating CRM data with your CS platform, you can analyze your customer data and harness it for customer success management. For example, you can establish criteria for customers who may be in the market for an upsell offer and set up automated workflows to send promotional emails to this segment of your customer database.

CRM 110
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SaaS Tools for Business Growth: Five Essentials You Must Have

Totango

SaaS CRM (Customer Relationship Management) Solution. CRM is a common way to keep a reference of all customers’ lifecycle stages. CRM organizes all contacts’ information and account details in a single database, so you must select a tool that fits your needs and can grow with you. Select List of CRM solutions.

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8 Customer Success Tools to Enhance Your CS Software

Totango

By integrating CRM data with your CS platform, you can analyze your customer data and harness it for customer success management. For example, you can establish criteria for customers who may be in the market for an upsell offer and set up automated workflows to send promotional emails to this segment of your customer database.

CRM 87
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Marketing Automation Switch Made Easy: How to Handle Data in the Migration Process

SugarCRM

A recent report we conducted revealed that the top technology integrated with CRM solutions are marketing automation and email marketing applications (49% of the respondents claimed so). This blog post will show you how a similar process usually works and, most importantly, how to handle your most important asset: your data.

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Top 15 Best Online Business Tools to Skyrocket Growth [2022]

Aquire

This software suite makes it easy to create high-touch, personalized experiences customers love while also streamlining workflows for your service team. All of these tools connect seamlessly together to create a single, unified view of the customer. 3 HubSpot – CRM. HubSpot’s CRM tool contact details page.

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Six Strategies to Masterful Marketing

SugarCRM

Clean Up Your Contact Database. To maintain the accuracy of your prospects’ data, make sure you: Match your records to third-party databases to import fresh updates regularly. Marketing automation systems often provide easy access to external databases for validation and cleanup. Plan for Measurement.

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