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Improving Sales & Support Initiatives in the Financial Services Industry

aircall

Businesses in the financial services realm have to take a proactive approach to sales and support to remain competitive and viable. The relationship between a financial services representative and a consumer begins at the time of the sale and continues on with support. The Importance of Sales for Financial Services.

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Predictive Dialer vs Auto Dialer: What You Need to Know

aircall

Using a predictive dialer or an auto dialer in place of manually dialing calls is like the difference between walking to work or taking a high-speed commuter train. Sales and support agents don’t have to wait for someone to answer the call or a machine to pick it up. Predictive dialers are efficient tools for sales and support.

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Why Call Center Quality Assurance Is So Important

Global Response

This process ensures that your call center quality is stable and improving—which in turn will improve customer service and retention, sales, compliance and more. A QA process can help improve quality of customer service by measuring qualitative data from calls and interactions alongside quantitative data.

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Advance from Personalization to Customer Journey Orchestration

Pointillist

They orchestrate actions that help the customer achieve their overall goal (activating their new device) instead of annoying them by myopically pursuing the marketer’s goal on a particular web page (completing another upsell). As with campaign automation, RTIM often falls short for the customer. Unfortunately, many enterprises under deliver.

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How to Calculate Customer Experience ROI

Pointillist

For the purposes of this illustration, I have assumed no new sales in Year 1 or Year 2. Cross-sell/Upsell Customers who are delighted with their experience spend more with a business by buying additional products and services. They enjoy interacting with your company and keep coming back for more.

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Call Center Outsourcing: Pros, Cons, and Best Practices

OctopusTech

It helps them to focus on sales, marketing, product and service development, and other business operations. Call center outsourcing holds numerous advantages that make it attractive for various companies to invest their budget in this sector for long-term success. In addition to this, they are also trained in upselling techniques.

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A Comprehensive Guide to Customer Interaction Analytics

NobelBiz

According to CMSWIRE – “ Call center analytics can help companies make the changes needed to be successful, respond to customers’ needs, improve customer satisfaction, and grow sales”. Let’s delve into the intricate workings of these components in the context of a call center.