Integrity Solutions

MAY 24, 2023

What Is Sales Training? Sales Training – at its heart – should be about learning to uncover and identify customer needs, thus creating value and providing service. Successful sales people know is about doing something for the customer – not to the customer.

Sales 52

Sales Coaching Accountability Personalization 52

RapportBoost

NOVEMBER 5, 2018

RapportBoost to Showcase New Chat Sales Boosting Platform at Booth #318 at ICMI Contact Center Demo Nov. – Company to showcase new chat sales boosting SaaS product and celebrate inclusion of Heidi Rote with valued client Jenny Craig USA in the organization’s 2018 “Movers & Shakers” list – Los Angeles, CA.

Sales 40

Sales Contact Center Average Handle Time Employee engagement 40

ClearAction

DECEMBER 5, 2023

When I led companywide customer experience transformation, we conducted our annual customer relationship survey with the findings available 3-4 months before strategic planning began. Then, my team facilitated survey readouts and action plan workshops with every line of business, account team, and support function.

Metrics 62

Metrics Chief Customer Officer Customer retention Strategic Value 62

ChurnZero

JANUARY 25, 2024

Skillset 1: Sales acumen In 2024, driving revenue is a primary responsibility of CS. This means that sales acumen is no longer just a bonus for CS professionals—it’s a new baseline for many companies. Customer success manager roles The CSM role is becoming more strategic, with increased responsibility for driving revenue.

Education 52

Education Upselling Consulting Consulting 52

Education Services Group

JULY 7, 2020

A few standouts are diving into monetization headfirst, reorganizing their entire post-sales ecosystem around fee-based CS services. Tying CS to your company’s strategic growth is the best way to ensure that leadership understands and embraces the company-wide strategic value of CS.

Benchmark 52

Benchmark Best practices Strategic Value Surveys 52

ChurnZero

JANUARY 4, 2019

Begins in pre-sales to help ensure success factors are established during the sales process. These will be personalized, but technology-based, and will help CSMs to focus on the areas where they can provide proactive, strategic value to their customers.” Internally owned by the CSM, and collaborated on across teams.

SaaS 73

SaaS Chief Customer Officer Education Consulting 73

ChurnZero

JANUARY 4, 2019

Begins in pre-sales to help ensure success factors are established during the sales process. These will be personalized, but technology-based, and will help CSMs to focus on the areas where they can provide proactive, strategic value to their customers.” Internally owned by the CSM, and collaborated on across teams.

SaaS 49

SaaS Chief Customer Officer Education Consulting 49