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. Prioritizing relationships allows us to think more holistically about success. What’s in motion? Does it involve us?

Account Planning 400

Account Planning Supply Chain Prioritization Digital Transformation 400

Hubspot Sales

AUGUST 21, 2020

Instead of overwhelming customers with every bit of information about your product and its features, outcome selling helps you deliver the exact details your customers want to hear — and as a result, they’ll be more eager and ready to buy. Combine your customer knowledge with your own business offerings and find common ground.

Prioritization 138

Prioritization Decision-making Customer Knowledge Meetings 138

Insightly

JANUARY 19, 2022

You likely want all of the integrations right now, but how do you decide which to prioritize? This approach will simplify processes and provide a clear roadmap to help you determine and prioritize what integrations will deliver the best ROI and limit scope creep during the building sessions.

CRM 104

CRM Decision-making Prioritization Onboarding 104

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. When you go up to the counter, a barista greets you and asks if you want your usual order.

CRM 111

CRM Artificial Intelligence Customer Success Decision-making 111

Help Scout

MAY 25, 2021

Your team can prioritize and work more efficiently with all your customer knowledge in a central source. Upgrading to a shared inbox While a distribution list or shared mailbox may work well for your team when you’re just starting out, these tools simply aren’t built to provide customer support at scale.

Software 105

Software Software Finance Customer Knowledge 105

Zendesk

NOVEMBER 2, 2022

Value quality over quantity: Bring in only the best-in-breed apps that offer a complete view of customer data in a single client workspace. Discard tools that don’t use modern APIs so your agents aren’t toggling between screens to serve customers.

Customer Experience 52

Customer Experience Customer Knowledge Prioritization Decision-making 52

Insightly

JULY 20, 2022

Customer service. Businesses that choose to prioritize customer relationships find that CRMs help support teams efficiently resolve issues, and make it easy to connect customers to the right person at all times. Lead prioritization. Identification of high-value customers. Sales tracking.

CRM 52

CRM Prioritization Decision-making Software 52