Strategic Account Management Association

FEBRUARY 3, 2022

Many of us still can’t hop on planes and sell face-to-face—or at least not as much as we want to—and our customers are grappling with their own sets of shifting priorities made more urgent by forces beyond their control. Most importantly, they source information from supporters who can offer information they won’t find in their CRM.

Account Planning 400

Account Planning Supply Chain Prioritization Digital Transformation 400

Hubspot Sales

NOVEMBER 22, 2023

Imagine if every business had this level of customer knowledge and personalization. Wouldn’t you want to make your customers feel valued? That's where Customer Relationship Management (CRM) software comes in. CRM Tips and Tricks 1. Standardize formatting Standardizing format can save you trouble.

CRM 111

CRM Artificial Intelligence Customer Success Decision-making 111

Insightly

JANUARY 19, 2022

How to empower your teams with CRM integration and APIs. Customer Relationship Management (CRM) integration is essential to unlocking the true power of a CRM. When done right, CRM integrations reduce organizational silos, save time, and bring an in-depth customer understanding to your entire organization. .

CRM 104

CRM Prioritization Decision-making Onboarding 104

Insightly

JULY 20, 2022

Customer relationship management ( CRM ) is a software system that allows businesses to capture and store business and customer data in a single database. The brief history of CRM. CRM isn’t a new concept. Businesses have tried to maintain healthy relationships with customers since the dawn of commerce.

CRM 52

CRM Prioritization Decision-making Software 52

Tidio

FEBRUARY 26, 2021

Customer segmentation reduces product returns. One technique is to avoid sending product promotions to customers who have returned similar items before. More details: Customer Segmentation. Prioritize Customer Communication . Regular communication is key to successful customer retention. Salesforce.

eCommerce 52

eCommerce Acquisition Retail Communication 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. . “Ask

Co-Creation 40

Co-Creation Healthcare B2B Customer Knowledge 40

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. Prioritization of customer. At-risk: These are the customers who are on the brink of getting churned.

Customer Success 10

Customer Success Management Profitability Prioritization 10