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Using CRM to Improve Customer Onboarding

SugarCRM

While many businesses fall short with a lackluster onboarding program, many more are using technology solutions like CRM to help them both implement and monitor the initiatives. When put to work as an extension of CRM’s core functionality, a workflow or campaign centered around the new customer experience is a true game changer.

CRM 49
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Combatting Fraud with Lightico’s Advanced Identity Verification Capabilities

Lightico

Lightico is a cutting-edge technology platform that empowers businesses to effortlessly interact with customers in real-time during various touchpoints of their journey. Preventing Fraud: ID verification helps businesses minimize the risk of fraud by ensuring that the customer is who they claim to be. What is Lightico?

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CEMs vs. CRMs (And Why You Need Both)

PeopleMetrics

“Customer Experience Management (CEM) and Customer Relationship Management (CRM) are the same, right?”. While it may be true that at their core, both systems revolve around the key interactions a customer has with your brand, CRMs and CEMs serve distinctly different purposes and operate from two contrasting angles.

CEM 84
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B2B customer service: What it is and how to do it right

Zendesk

They typically have fewer customers than B2C companies, making it imperative that none of them slip through the cracks. B2Bs also often sell large, complex, and pricier products or services, so more is at stake in a B2B customer relationship. Here’s how B2B providers from three sectors approach customer service.

B2B 98
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CommBox for Sales: How to Get More Leads and Boost Conversions with a Smart Customer Communication Solution

CommBox

Omnichannel sales tools allow you to engage with customers across channels from one place 24/7, provide a personalized customer experience across all customer touchpoints, and eventually increase your sales. You can automatically list a lead in your CRM, route calls, verify identification details, and much more. .

Sales 98
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B2B customer service: What it is and how to do it right

Zendesk

They typically have fewer customers than B2C companies, making it imperative that none of them slip through the cracks. B2Bs also often sell large, complex, and pricier products or services, so more is at stake in a B2B customer relationship. Here’s how B2B providers from three sectors approach customer service.

B2B 52
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SaaS Companies: Implement a Product NPS Program in 5 Simple Steps

PeopleMetrics

It has become all too common for B2B SaaS companies to survey their customers once a year through a moment-in-time customer relationship survey, with at least one section addressing the ultimate question of Net Promoter Score (NPS). Leverage your CRM (i.e. Don't be like this guy. The same applies for B2B SaaS companies.

NPS 96