aircall

JUNE 2, 2021

When you meet face-to-face, you can also securely share sensitive documents and information. Top features include screen sharing (for presentations) and on-screen collaboration (for documents). Read our article to find out more best practices for SMS texting. You can also easily share documents, images, and links.

Personalization 62

Personalization Customer Service B2B Self service 62

aircall

JUNE 9, 2021

This is because customers can effortlessly refer back to previous messages, send documents and images, and they don’t need to dedicate a part of their day to waiting to speak to a customer support agent. It also offers customers quick replies and lets them share images and documents regarding their inquiries and concerns. Social Media.

Customer Service 62

Customer Service Multichannel Self service Customer Support 62

SmartKarrot

APRIL 20, 2022

From apparel brands to food delivery platforms, almost all B2C businesses offer loyalty programs; and a majority of them are a huge hit. Documenting the details. Every minor detail of the loyalty program must be documented. However, the lack of clear documentation and difficult navigation turned the program into a disaster.

B2B 11

B2B B2C Automotive Telecommunications 11

JivoChat

APRIL 15, 2021

Below, we’ll dig into some of the reasons organizations are embracing this communication channel before looking at the benefits of live chat software for businesses and the best practices to know before getting started. 7 Live Chat Business Best Practices. What is live chat? Go omnichannel. Knowledge base integration.

Best practices 52

Best practices Upselling CRM Sales 52

SmartKarrot

SEPTEMBER 14, 2023

It will act as the sales team’s go-to guide for your best practices, procedures, and processes. A business sales playbook is essentially a guidebook that outlines your sales best practices, procedures, and processes. So, there’ a lot for them to cope with. What Is a Business Sales Playbook?

Sales 10

Sales B2C Best practices B2B 10

Quality Contact Solutions

SEPTEMBER 14, 2022

Keep those important documents with adjustments for the future. Evaluate the overall process used for the assessment and make any adjustments needed for the next program assessment. If a specific form or list of interview questions was very useful, why discard it and have to rewrite them again next time?

Telemarketing 98

Telemarketing Wireless Morale Scripts 98

JustCall

NOVEMBER 24, 2022

A B2C or B2B s ales process is never boring. A s ales process is a map that guides your sales team on lead generation efforts, speeds quickly on best practices, and guides them at different stages of the sale. Salespeople who use a structured s ales process perform better than those who don’t. Why Build a Sales Process ?

Sales 52

Sales B2B Surveys CRM 52

Customer Guru

FEBRUARY 26, 2018

Here, I got a better understanding of both the B2B side, which is the doctor and the B2C side, the patient. A housewife might not even know how many policies the husband had purchased in his lifetime, where the documents would be, and how she could claim it. There are certain best practices around it but there are no playbooks.

Customer centricity 106

Customer centricity Call Center B2B Sales 106

SmartKarrot

DECEMBER 28, 2021

It is appropriate for B2C businesses as well. The customer goes to a store, provides all relevant information, gets the documentation work done, pays for the product, and accesses it. This method is believed to work best as most people are already accustomed to it from their real-world experience.

SaaS 10

SaaS Upselling B2C Best practices 10

SmartKarrot

JUNE 22, 2022

By integrating chats, documents, lists, and goals, the app-based platform eases internal communication and helps manage productivity. The case is the same with both B2C startups and B2B startups. Here are a few best practices that you should follow before and during the funding meeting –.

B2B 11

B2B SaaS B2C Marketing 11

JustCall

DECEMBER 7, 2022

Sales call reporting can also create a good foundation for training and coaching, as it encapsulates best practices and performance. Documented information during and after sales phone calls for later reference is sales call reports. Best Practices for Sales Call Reporting. What are Sales Call Reports?

Sales 52

Sales Management CRM Best practices 52

ProProfs Blog

OCTOBER 13, 2020

She reaches out to the bank and asks them if she could receive her bank statements and other related documents to the new address. Learn: 7 Best Practices to Keep Your Knowledge Base up and Running. It cannot be executed for B2B customer service as it is more complex than the B2C support process. Respond faster.

Banking 148

Banking Interactive Voice Response Chatbots Metrics 148

aircall

MAY 13, 2019

but these companies are smart enough to use phased-rollouts and other deployment best practices that virtually eliminate service disruptions. In a B2C context, these carriers go by names like T-Mobile, Sprint, and Verizon, but different companies exist to serve professional phone systems. How VoIP Works: Carrier Reliability.

voip 88

voip Sales Best practices Transportation 88

aircall

MAY 13, 2019

but these companies are smart enough to use phased-rollouts and other deployment best practices that virtually eliminate service disruptions. In a B2C context, these carriers go by names like T-Mobile, Sprint, and Verizon, but different companies exist to serve professional phone systems. How VoIP Works: Carrier Reliability.

voip 48

voip Sales Best practices Transportation 48

Amity

FEBRUARY 2, 2016

Editor’s note: This is a living document, and our goal is to update it regularly with the best resources around customer success. The Best Customer Success Resources of 2016. Have a suggested link we should add? Let us know in the comments below. Are Your Customer Success Stories Being Heard?

SaaS 80

SaaS Education Customer retention Sales 80