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Deepening Client Connections: Relationship Management Mastery for Account Managers

Kapta Customer Success

Client relationship management is an essential skill for account managers. Deepen client connections by setting mutually beneficial expectations.

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Mastering ‘Mental Accounting’: The Key to Persuasive Buying Decisions

Beyond Philosophy

I mention it here, not to rub it in your face (much), but because in the booking of this cruise, I saw an excellent example of how my wife and I leverage mental accounting regarding our splurges. It was our version of Mental Accounting. Mental Accounting ruins all that. People have various rules regarding found money.

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Psychology of Buying: Why ‘Mental Accounting’ is Critical to the Decision to Buy

Beyond Philosophy

To put it simply, the answers lie in Mental Accounting and Reframing. Mental Accounting plays a pivotal role in how customers navigate their emotions regarding spending. Thus, it’s crucial to consider mental accounting within the broader context of managing customers’ emotional experiences.

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How to Adapt to the Evolving Account Management Landscape

Kapta Customer Success

The upcoming year will be challenging for account managers and customers alike. Consequently, account managers are caught in something we refer to as “the big squeeze,” experiencing both internal and external pressures.

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4 AI Hacks to Make Sales Teams More Efficient

In this eBook, discover four AI assisted sales hacks and get your reps hitting their number: Clone ideal accounts. Simplify account-health management. For sales teams, AI opens up a world of new possibilities, including automating outreach, identifying best-fit buyers, and keeping CRMs flush with fresh data.

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Your Perfect Key Account Management Solution: Build versus Buy

Kapta Customer Success

If your business is making this shift, you’re likely interested in identifying the best tech to support your key account management team. 67% of businesses are prioritizing customer retention over new customer acquisition.

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Underutilized Account Management Tools and Techniques

Kapta Customer Success

Splitting your organization's accounts into general accounts, key accounts, and strategic accounts sets the foundation for your teams' entire strategy.

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How ZoomInfo Enhances Your ABM Strategy

For marketing teams to develop a successful account-based marketing strategy, they need to ensure good data is housed within its Customer Relationship Management (CRM) software. More specifically, updated data can help organizations outline key accounts for their campaigns.

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Best Practices for a Marketing Database Cleanse

As frustrating as contact and account data management is, this is still your database – a massive asset to your organization, even if it is rife with holes and inaccurate information. This buyers guide will cover: Review of important terminology, metrics, and pricing models related to database management projects.

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Why B2B Contact and Account Data Management Is Critical to Your ROI

Download this eBook and gain an understanding of the impact of data management on your company’s ROI. Given data’s direct impact on marketing campaigns, reporting, and sales follow-up, maintaining an accurate and consistent database is a top priority for B2B organizations. You'll learn about: The true cost of bad (and good) data.

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Customer Success Needs to Grow (Up)

Speaker: Peter Armaly - Senior Director and Advisor of Customer Success at Oracle

The only way this angst will end is if customer success accepts full responsibility for post-sales revenue management of customers. Demand more accountability of the practice. With revenue, comes accountability. With accountability, comes a deepening of the relationship with customers. It’s time to go the distance.

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6 Killer Applications for Artificial Intelligence in the Customer Engagement Contact Center

If Artificial Intelligence for businesses is a red-hot topic in C-suites, AI for customer engagement and contact center customer service is white hot. This white paper covers specific areas in this domain that offer potential for transformational ROI, and a fast, zero-risk way to innovate with AI.

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The Top 3 Ways to Forecast for Your Contact Center

Forecasting is no easy task. It can be difficult to schedule the right amount of agents at the right time. Download our ebook to learn how to reduce overstaffing and understaffing, lower customer wait times and improve the customer experience with proper forecasting.