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Best Dialer Types for Financial Service Call Centers

Calltools

Financial service call centers are responsible for both inbound and outbound calls that deal with sensitive information. Often, these financial calls are time-sensitive as well. As such, financial service call centers must employ the right tools to allow their agents to reach clients most effectively.

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Guest Post: Is Your Customer Journey Aligned with Brand Expectations? If Not, It Could Be Costing You Sales

ShepHyken

And in today’s digital age, customer service is now more important than ever before. And more importantly, how can you ensure that it’s not costing you sales? Customers want to be able to reach a live person when they need assistance. This seems obvious but let’s look at a financial services use case: .

Sales 310
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Why Managing Customer Pain Points is Essential for Driving Sales

Nicereply

To drive sales, you need to make sure that the product or service you’re offering was not made for the sake of it: it addresses a real need. Or, to put it another way, you need to manage customer pain points to drive sales. What obstacles are in the way of them purchasing or being fully satisfied with your services?

Sales 52
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Want More Sales Conversations? Start With What You’re Telling Yourself

Integrity Solutions

Sales has always meant navigating highs and lows, dealing with rejection and remaining focused in the face of new business demands and pressures. Exacerbating this issue is the fact that sales training and coaching doesn’t always help salespeople with these internal motivation issues. That’s just the simple truth.

Sales 71
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Essential Software Solutions: Navigating the Digital Landscape of the Restaurant Industry

CSM Magazine

Caterers, fast food, and food trucks often do better than full-service restaurants, while cafes typically have the best margins. This program may go further and help with scheduling, inventory management, supply change management, and customer service. Restaurant owners operate under tight margins.

Sales 52
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Want More Sales Conversations? Start With What You’re Telling Yourself

Integrity Solutions

Sales has always meant navigating highs and lows, dealing with rejection and remaining focused in the face of new business demands and pressures. Exacerbating this issue is the fact that sales training and coaching doesn’t always help salespeople with these internal motivation issues. That’s just the simple truth.

Sales 62
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18 Customer Service Tips for Financial Services Companies

Help Scout

We know cash rules everything around us, but there are plenty of rules around cash too, and that’s just one of the challenges to delivering great customer service in finance. There are also customer relationships and expectations to manage. Pain point #1: Financial regulations and privacy. Each area of finance has unique rules.