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Why Is Good Customer Service Essential in Finance?

CSM Magazine

This is a flawed approach, however, and one that causes businesses to miss out on numerous opportunities to adopt good service and potentially upsell products at every conceivable stage of the customer journey.

Finance 52
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5 Reasons Why Financial Institutions Must Invest In Contact Center Software

Hodusoft

Today, finance contact center software is one of the best ways for financial institutions to keep tabs on their customers and earn their trust. Role of contact center services in financial organizations A finance contact center helps insurance providers, mortgage companies, banks, and other financial institutions connect with their customers.

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Manufacturers: Expand Your Microsoft Dynamics 365 Investment; Increase Sales; and Digitally Transform Business

Cincom

CPQSync is integrated with Microsoft F&O (Finance and Operations) and leverages Microsoft Power Platform. Increase upsell and cross-sell opportunities. CPQSync is a native, Microsoft Azure , multi-tenant solution fully embedded within Microsoft Dynamics 365 CE for a seamless experience. Reduce errors in quotes. Date: February 18.

Sales 98
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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. Show me when to initiate contact, what information to share, when to survey customers, and how to navigate renewals and upsells. It’s the lifeline when things get intricate.

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Where do you stand?: Five hot topics of debate in Customer Success

ChurnZero

It doesn’t make you a cost center, which is the worst when finances are shaky which they are right now. For example, I was at a previous company where we thought we had churn down, and so we pivoted to comping our CSMs on CS-identified upsell. Everyone started looking at the dollars and focusing on these upsells.

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Where do you stand?: Five hot topics of debate in Customer Success

ChurnZero

It doesn’t make you a cost center, which is the worst when finances are shaky which they are right now. For example, I was at a previous company where we thought we had churn down, and so we pivoted to comping our CSMs on CS-identified upsell. Everyone started looking at the dollars and focusing on these upsells.

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Outbound Calling 101: What Is Outbound Call?

TeleDirect

Sales savvy, they are skilled at instilling interest, upselling and closing the deal or scheduling an appointment, depending on your company’s preferences. According to Finances Online , companies who feel cold calling is ineffective experienced 42% less growth than those who thought it worthwhile.