Remove Customer retention Remove Finance Remove Sales Remove Upselling
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Why Is Good Customer Service Essential in Finance?

CSM Magazine

Despite the obvious importance of customer service to financial firms, too many companies focus solely on front-line departments such as sales, marketing and dedicated service agents.

Finance 52
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Understanding the Real Impact of Improving Customer Retention

ChurnZero

We also had You Mon Tsang, CEO and Founder of ChurnZero share tried and true ways to improve customer retention. If you can increase retention a customer becomes more profitable. But then over time with Customer Marketing and Customer Success, people love to use Slack and then all of a sudden, it’s expanding.

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

CustomerSuccessBox

Closing a SaaS sales deal could take a hefty time depending upon a lot of factors. But Once you have marked a deal and you have a brand new customer, your next big step kicks in here. The Post Sales Process’. Post-Sales refers to a collection of processes that you need to perform after a customer purchases your service.

CRM 52
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IDEM – A Framework for Managing Expansion Revenue (Upsell & Cross-sell)

SmartKarrot

What if your SaaS (Software As A Service) company discovered a new source of revenue that could potentially boost sales by 20–30% with less effort and money than gaining new logos? It is money earned after the original purchase and obtained through upselling, cross-selling , and renewals to your current clientele. Cross-sell.

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Hopes and Dreams of a CSM

Education Services Group

Cross-functional Support: Swift Assistance : In the complex world of renewals, grant me rapid access to finance, legal, and contractual support. Tear down that wall : Pave the way for me to build relationships with the sales teams and channel partners. It’s the lifeline when things get intricate.

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Outbound Calling 101: What Is Outbound Call?

TeleDirect

Today’s outbound calling provides businesses with a direct extension of their sales team, committed to their success by generating leads, setting appointments and performing market research. In essence, they exist to increase sales, ensure customer retention and promote your brand. Our team is here to help.

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5 Reasons Why Financial Institutions Must Invest In Contact Center Software

Hodusoft

51% of such institutions have realized that improving customer experience is one of the top priorities for their success. Today, finance contact center software is one of the best ways for financial institutions to keep tabs on their customers and earn their trust. Customers are smart enough to identify the source.