Strategic Account Management Association

FEBRUARY 3, 2022

Most importantly, they source information from supporters who can offer information they won’t find in their CRM. My sellers uncover influence in all kinds of ways, including looking for people or groups who have worked together at past jobs or have similar backgrounds. In any account, we seek to understand: Who matters? How do they think?

Account Planning 400

Account Planning Supply Chain Prioritization Digital Transformation 400

Upland

JUNE 1, 2023

It means treating your customers as not just another number in a CRM, but instead forming a relationship with them, and becoming more than just another vendor in their eyes. There are three core components of any effective land and expand strategy.

Account Planning 195

Account Planning Sales Customer Knowledge Account Management 195

PandaDoc

MAY 28, 2024

Tools like CRM and document workflow management software are key to a seamless transition to consulting sales. Consultative sales, by definition, is a selling strategy that focuses on meeting customer needs. A deeper understanding of customer needs leads to insights that build trust. What is consultative sales?

Sales 52

Sales e-Learning Healthcare Software 52

Hubspot Sales

JUNE 6, 2018

AI is already improving sales operations by automating tedious tasks like updating the CRM system giving reps more time to focus on sales. It also explains the rationale behind the recommendations it provides, giving the sales team valuable customer knowledge and talking points to help close the deal.

Artificial Intelligence 94

Artificial Intelligence Sales Negotiation Communication 94

Showpad

NOVEMBER 16, 2021

We currently utilize Salesforce in several of our businesses and pair that with a homegrown CRM system to give us insight and connection to our customer base. This means a lot of our customer knowledge sits with agents and dealers, creating a gap back to the company. .

Digital Transformation 98

Digital Transformation Digitalization Marketing Sales Environment 98

Zendesk

MAY 25, 2022

If you can find the intersection of customer knowledge and product knowledge, you’re in a prime position to make a sale. Staying organized and tracking customer insights is critical when developing the best suggestive selling strategies for your business. Zendesk Sell is a simple-to-use, comprehensive sales CRM.

B2C 52

B2C Sales B2B Decision-making 52

Showpad

OCTOBER 9, 2020

The only way to provide value to the buyer is to be customer obsessed and know your customers deeply. Collecting and documenting customer knowledge can help your reps tailor the buyer experience to each customer. . This disorganization leads to every team thinking differently about the customer. .

Co-Creation 40

Co-Creation Healthcare B2B Customer Knowledge 40

Hubspot Sales

JUNE 8, 2020

Keep track of every interaction your customer has with your company ( HubSpot CRM is incredibly useful for this). Including prospects in your webinars, customer events, special updates, user groups and online forms gives them a sense of belonging before they make a purchase.

B2B 96

B2B Sales Decision-making Marketing 96

Zendesk

JUNE 28, 2022

B2B sales training focuses on sales between businesses, rather than from business to customer (B2C). Successful B2B sales reps must have a wealth of product, market, and customer knowledge so that they can convince savvy company decision-makers that their product or service will solve their problems.

Sales Training 52

Sales Training B2B Sales Profitability 52

Zendesk

FEBRUARY 7, 2022

“When we’re focusing on adding in new features, products, or updates/changes to the marketing site, we listen to the input of the support team who are our voice of the customer.”. It doesn’t need to be anything crazy, but leave the customer with a little bit more than what they originally reached out for.

Decision-making 52

Decision-making Customer Experience Insurance eCommerce 52

Tidio

FEBRUARY 26, 2021

Chatbots, for example, assist with easy shopping and fast support: How To Increase Customer Loyalty With Chatbots can tell you more. Gather Customer Feedback. That’s how trying to sell without any customer knowledge can feel like. Inquire into customer experience and preferences to get a clear view. Salesforce.

eCommerce 52

eCommerce Acquisition Communication Retail 52

SmartKarrot

MARCH 22, 2021

A customer portfolio consists of all the details you need to maintain a relationship with your customer. Through this, you are able to know your customer well and engage with them effectively. At-risk: These are the customers who are on the brink of getting churned. Customer Profitability.

Customer Success 10

Customer Success Management Profitability Prioritization 10