Totango

NOVEMBER 27, 2023

This shift presents a compelling opportunity for B2B enterprises to invest in tailor-made tools for their post-sales organizations and customer success (CS) teams. Refining post-sale strategies to better understand and meet the needs of customers. For example, unified data bridges the gap between sales and CS teams.

B2B 92

B2B ML CRM Customer Relationship Management 92

Totango

NOVEMBER 15, 2023

This is why we are so proud to have received multiple leadership awards from TrustRadius in the customer success category, including: TrustRadius Best Relationship: Highlights companies that follow through on their sales and marketing promises, deliver on implementation expectations, and identify customers who would buy again.

Outlook 113

Outlook Customer Satisfaction Customer Feedback Gaming 113

Totango

MARCH 19, 2021

The traditional customer journey infographic envisioned the customer’s experience from a sales and marketing standpoint, visualizing a funnel marking the steps from a lead acquisition through a sale, also known as the buyer’s journey. Keep in mind that onboarding can also begin in the presales process.

Customer Retention 124

Customer Retention Sales Business Growth 124

Zendesk

JUNE 29, 2022

Finding prospects can feel so difficult that many companies throw excess resources toward lead generation, but then stall when it comes to converting those leads into sales. With so much effort going into gaining initial interest, it’s doubly frustrating when sales leads aren’t immediately ready to buy. Lead conversion process example.

Social Media 98

Social Media Sales Start-ups CRM 98

Totango

AUGUST 5, 2022

A review of the client’s automation needs and technology tools. Client onboarding questionnaires are usually administered shortly after the client becomes a paying client or, in some cases, during a sales discovery session. Reinforce trust by demonstrating that you have a transparent process for knowledge acquisition.

B2B 84

B2B Customer Journey Map Sales Start-ups 84

Comm100

OCTOBER 17, 2023

With the rise of technology, businesses have started to adopt customer service automation software to scale their operations without ballooning headcount. What is customer service automation software? Customer service automation software are tools designed to automate and streamline customer support processes, often powered by AI.

Customer Service 76

Customer Service Social Media Omnichannel AI 76

TeamSupport

NOVEMBER 11, 2020

Part 1 of this blog series highlights excerpts from the key concepts for using services to retain and grow recurring revenue. ServiceXRG suggests that by establishing standardized service sales processes and leveraging service sales automation, companies can assure that every service opportunity adheres to configuration and quoting practices.

Engineering 98

Engineering Education Sales Technology 98

SurveySensum

NOVEMBER 8, 2023

A survey conducted by TELUS International revealed that 65% of customers anticipate­ some level of CX automation in their customer journey. By adopting CX automation, businesses can enhance employee satisfaction, foster customer loyalty, reduce expenses, and drive revenue growth.

CX 52

CX Customer Experience Artificial Intelligence NPS 52

Totango

OCTOBER 13, 2021

Totango allows you to set up automated workflows called SuccessPlays which trigger best practices applicable to what your data indicates about your customer’s current experience. You are better off delivering the same smooth experience during the downgrading process that you strive to deliver during other phases of your customer’s journey.

Start-ups 103

Start-ups Sales Customer Experience Customer Service 103

Intercom, Inc.

JANUARY 30, 2019

We’ve talked a lot about how businesses can use chatbots to accelerate sales, marketing and support. We use our bots to automate everything from workflows to conversations. Automating our sales and marketing. You want them to have as little friction as possible in talking to sales. The converse is true too.

Sales 117

Sales Start-ups Customer Satisfaction Technology 117

Totango

NOVEMBER 8, 2023

Create a 360-degree view of the customer Truly understanding customers and delivering them an exceptional experience requires unifying data from across the organization: sales, support, customer success, marketing, finance, and product. We have been able to automate monthly usage summaries for clients and improve our health scoring.

Finance 92

Finance Customer Retention Sales Technology 92

Totango

AUGUST 9, 2022

This type of customization provides customers with better service while yielding better results for B2B teams working in marketing, sales, customer service, and customer success. Knowledge level: as defined by how informed the customer is about a given stage of a buying process or product feature. Customer needs and wants.

B2B 100

B2B Customer Journey Map Social Media Net Promoter Score 100

TeamSupport

DECEMBER 7, 2020

If your support software features custom automation triggers , they won’t need to. This blog series explores four types of sales opportunities that can be identified by customer support using automation triggers from support tickets. The system will alert the appropriate sales rep so they can take immediate action.

B2B 98

B2B Sales 98

Zendesk

FEBRUARY 17, 2022

And if you wait to interact with them until the end of their decision-making process, you’re missing out on profitable sales opportunities. The buyer’s journey (sometimes called a purchase journey) describes the process a customer goes through to purchase a product or service. That’s where the buyer’s journey comes in.

Social Media 98

Social Media Sales Education CRM 98

Totango

MARCH 21, 2023

Enter customer success operations: a data-driven process that helps organizations understand how their initiative performance impacts key business results – ultimately safeguarding revenue for long-term growth. Be sure to check out our recent blog from Customer Success Festival in Austin, 5 Tips to Supercharge your CS Operations Playbook.

Customer Journey Map 81

Customer Journey Map NPS Touchpoint Start-ups 81

ClientSuccess

APRIL 2, 2021

Guest blog post by Jay Ripton. One way to create a consistent customer experience is through automation. Automation can help you facilitate communication, address customer concerns, and boost customer retention. Leveraging automation is an effective way of improving and enhancing the overall customer experience.

Customer Experience 75

Customer Experience E-commerce Invoicing Customer Retention 75

Totango

JULY 11, 2023

—Mid-market leader Totango streamlines the customer journey We believe that CS is a cross-functional sport , so as touchpoints with customers become evermore fluid, ensuring consistent communication between your product, marketing, sales, and CS teams is paramount.

Customer Journey Map 83

Customer Journey Map Sports Innovation Touchpoint 83

Hodusoft

SEPTEMBER 16, 2022

PBX auto provisioning enables a business to jump through a lengthy process of adjusting service and users. This blog will unveil how your business can leverage PBX auto provisioning to drive efficiency. The process of configuration and deployment of IP phones can be either automated or manual. Automates manual operations.

Business Operations 98

Business Operations Omnichannel Engineering Sales 98

Totango

AUGUST 3, 2021

Here we’ll help you steer clear of the most frequent pitfalls SaaS companies encounter when deploying a freemium sales model. While giving away too little value can fail to motivate premium upgrades, giving away too much can be equally damaging to sales. Why Is Freemium a Good Sales Strategy (When Done the Right Way)?

Sales 118

Sales Social Media Engineering Technology 118

Hodusoft

AUGUST 13, 2021

For businesses to generate sales leads, the erstwhile favored channels of in-person meets or phone calls are now completely replaced by online lead generation techniques. With stiff competition and shrinking profits, companies are now finding clever ways to generate sales leads without exhausting their most precious resource employees.

Sales 98

Sales Engineering Education Customer Service 98

Hodusoft

MARCH 6, 2024

Here comes the role of an unsung hero, known as BPO (Business Process Outsourcing), revolutionizing the way e-commerce companies provide customer support services. Leveraging automation tools and streamlining communication channels along with key strategies can empower agents to overcome this challenge.

E-commerce 52

E-commerce Contact Center Social Media Gaming 52

Totango

SEPTEMBER 20, 2022

Here we’ll walk you through the essentials you need to know to harness customer enablement to increase B2B and SaaS sales. Then we’ll look at the benefits of customer enablement and how it mutually supports sales enablement strategies. How Should Customer Success Enablement and Sales Enablement Work Together?

B2B 83

B2B Net Promoter Score Education Social Media 83

Totango

DECEMBER 6, 2021

Older approaches viewed the customer journey from the perspective of the seller, visualizing the customer experience as a linear progression toward sales conversion using the image of a funnel channeling prospects toward sales. Automated workflows can then be set up to implement best practices that promote desired outcomes.

E-commerce 93

E-commerce Customer Journey Map Sales Technology 93

Totango

JUNE 28, 2021

And we’ll consider the role automation plays in deploying and optimizing freemium strategy. Offering a limited free version of a product serves a number of important marketing and sales functions, including: Providing a promotional tool to build brand awareness. Deploying Freemium Strategy through Automation.

Technology 90

Technology Technology Sales Customer Experience 90

Intercom, Inc.

OCTOBER 24, 2018

With more than 30,000 customers and 100 people on the Customer Support team, we’ve come a long way from the team of just nine when we first shared a blog post on using Intercom to support our customers. These include automation with bots, strategies to drive customer self service and customer prioritization, alongside reasonably paced hiring.

Machine Learning 178

Machine Learning Technology Technology Innovation 178

SugarCRM

FEBRUARY 1, 2024

According to a recent report by McKinsey Digital , about 52% of the value that Gen AI could deliver applies to customer operations, marketing, and sales. At Sugar, we recently announced that Generative AI is part of our solutions and products , ranging from Sales Automation to Marketing and Service.

AI 29

AI Sales CRM Innovation 29

SugarCRM

DECEMBER 12, 2023

Welcome to the third part of our four-part series, Mastering Sales ROI in Manufacturing: A SugarCRM Guide. In this third part, we dive into how to master automating sales processes for maximum efficiency. If you haven’t read the first two parts, hop on to our blog section and read those before.

Manufacturing 26

Manufacturing Sales Data Entry Start-ups 26

SugarCRM

MAY 18, 2023

Our previous blog post discussed the core CRM features for sales automation. In this blog post, we’ll touch on the key features of lead management within a CRM. Still, usually, these are included in dedicated Marketing Automation software. Look into software that can automate this process.

CRM 40

CRM Sales 40

Totango

MAY 17, 2022

Wondering what is the best CRM for B2B sales? Business-to-business customer relationship management software is a sales app that provides a central interface for handling data about your interactions with business clients. Delivery of crucial customer data to sales representatives to support higher closing rates and upsells.

B2B 80

B2B Sales CRM Artificial Intelligence 80

Zendesk

APRIL 18, 2022

It’s no different for sales and marketing teams when sourcing leads. While you’re not sharing your work with a professor these days, your sales reps need to know where and how leads had first contact with your company. Blog articles. For one thing, understanding how a lead has found you aids in successful sales prospecting.

Social Media 98

Social Media CRM B2B B2C 98

Totango

OCTOBER 13, 2021

Totango allows you to set up automated workflows called SuccessPlays which trigger best practices applicable to what your data indicates about your customer’s current experience. You are better off delivering the same smooth experience during the downgrading process that you strive to deliver during other phases of your customer’s journey.

Start-ups 79

Start-ups Sales Customer Experience Customer Service 79

Ameyo Callversations

AUGUST 16, 2022

WhatsApp can be used for many different purposes, such as sending messages to your contacts about the promotions you have going on, sending them links to blog posts you’ve written or company-related articles, or even making small talk with them. Ways to Automate Whatsapp Marketing for Businesses. Message Flow Automation.

B2C 52

B2C Sales Innovation B2B 52

Uniphore

JANUARY 25, 2022

A blog post from Umesh Sachdev, CEO & Co-founder, Uniphore. We’re seeing the same mass adoption of Conversational Automation today. Our findings showed that 62 percent of consumers responded favorably to using automation or AI tools to improve video conversations. Ah, 2022, a new year. Not so fast. And it’s easy to see why.

AI 130

AI Artificial Intelligence Healthcare Legal 130

Totango

AUGUST 16, 2022

Customer retention software automates best practices for maintaining clients, helping you deliver successful outcomes that inspire subscription renewals and repeat business. First, we’ll define what customer retention automation is. For example, you can use automated monitoring of client accounts to track user adoption rates.

Customer Retention 100

Customer Retention CRM Customer Relationship Management Customer Loyalty 100

Totango

APRIL 18, 2023

In this uncertain time, many business leaders are seeing budget cuts, longer sales cycles, and forecasts being continually reexamined … but there is good news. But getting to the right information can also require manual processing or programming time to develop the right codes. This is the moment for CS to shine.

Innovation 99

Innovation AI Engineering Sales 99

Totango

AUGUST 25, 2022

It increases customer satisfaction and loyalty, driving higher subscription renewal rates, reduced churn, and more sales from upsells and referrals. Use in-message apps to guide new customers through setting up their profiles during the onboarding process. Automate engagement with a CS platform. Learn how to be proactive.

Net Promoter Score 97

Net Promoter Score Customer Acquisition NPS Customer Journey Map 97

Totango

APRIL 12, 2022

The customer focus is driving a shift in the old pre-sale vs post-sale mindset. In order to move fast, you need to be able to quickly cycle through the process of planning, building, launching, measuring and learning in order to create the next version of your journey. Deliver Value First.

Engineering 83

Engineering Start-ups Sales Customer Experience Management 83