Finance Personalization Revenue potential Upselling 
NobelBiz
JULY 25, 2023
Discover the transformative potential of data-driven decision-making and personalized interactions that cultivate lasting relationships with customers. Personalized Interactions: With historical data at their fingertips, agents can reference past interactions, making customers feel valued and understood.
JustCall
MARCH 10, 2023
Conclude with upselling/cross-selling: “If you’re interested in <product 1>, you might also want to check out <product 2>, which offers XYZ extra.” A Customer Service Call Flow A customer service call flow would play out as follows: Friendly and personalized greeting: “Hello <customer name>!
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