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Post-sale teams, stop treating your CRM like a Swiss Army knife

ChurnZero

Most recently, we’ve seen leaders question whether they should revert to using their organization’s longstanding incumbent sales tool—the CRM—as an interim solution to their team integration challenges. Treating a CRM as a Swiss Army Knife is both inefficient and reductive to the work of post-sale teams.

CRM 96
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Why Is Good Customer Service Essential in Finance?

CSM Magazine

This is a flawed approach, however, and one that causes businesses to miss out on numerous opportunities to adopt good service and potentially upsell products at every conceivable stage of the customer journey.

Finance 52
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Why does your SaaS business need a Post Sales CRM tool?

CustomerSuccessBox

While all of these activities could be performed using a Post-sales CRM. Let us look at the various ways in which a post-sales CRM could help make the process easier and better. Why does your SaaS business need a post-sales CRM? Benefits of having a post-sales CRM. Better handoff from sales to customer success.

CRM 52
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5 Reasons Why Financial Institutions Must Invest In Contact Center Software

Hodusoft

Today, finance contact center software is one of the best ways for financial institutions to keep tabs on their customers and earn their trust. Role of contact center services in financial organizations A finance contact center helps insurance providers, mortgage companies, banks, and other financial institutions connect with their customers.

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IDEM – A Framework for Managing Expansion Revenue (Upsell & Cross-sell)

SmartKarrot

It is money earned after the original purchase and obtained through upselling, cross-selling , and renewals to your current clientele. Upselling is a sales strategy used to convince clients to buy a more costly, upgraded, or premium variant of the selected product/ service or other add-ons to close a larger deal. Cross-sell.

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9 Must-Have Integrations to Level Up Customer Success Software

ChurnZero

Customer Relationship Management (CRM) Software. What is a CRM? CRMs primarily function as a relationship information database. Since buyers typically follow a uniform purchasing journey, CRMs are ideal for managing a sales pipeline. (If Product Analytics Software. What is product analytics software?

CRM 87
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What Is Revenue Intelligence? A Complete Guide

JustCall

Although software like CRM (customer relationship management) helps companies gain visibility into their sales processes, they often struggle to maintain data quality and provide a unified customer view. Revenue intelligence software automates the process of collecting and analyzing customer data from CRM systems.

CRM 52