The customer relationship management (CRM) process refers to the steps and decisions businesses make to manage and improve their relationships with leads, prospects, and customers. CRM software is a useful tool in this process as it streamlines operations and customer interactions, making them more efficient and effective. In this article, we outline these steps and…
6 Best Customer Database Software for 2021
Customer database software helps businesses organize customer data and manage interactions. There are standalone database solutions, but it can also be incorporated as a feature of customer relationship management (CRM) software. This secondary option also lets you access customers’ sales and marketing data from a single place. We’ve compared several options to narrow it down…
How to Create a CRM Strategy in 7 Steps (+ Free Worksheet)
A customer relationship management (CRM) strategy is a business organization’s plan to consolidate data from sales, marketing, and customer service and then convert them into actionable information using CRM software. Creating this plan requires you to review your business plan and consider your customer’s journey from prospect to client, but results in a streamlined process,…
6 Best Account Management Software for 2021
Account management software helps businesses manage complex sales processes without spreadsheets. The best solutions are functions of customer relationship management (CRM) software rather than being standalone software. This is because these tools can also automate processes across multiple departments and keep track of purchasing insights and contact interactions–not just deal sizes. We’ve compared a dozen…
How to Create a Customer Profile (+ Free Template)
A customer profile is a description of a customer based on their demographics, backgrounds, hobbies, and interests. Businesses that offer ongoing services, as well as subscription-based and product-based businesses, should use customer profiles. They help bolster your marketing efforts by determining the best messaging, offers, products, and services to deliver to attract your ideal client….
How to Plan & Run a Client Meeting Successfully
Running a successful client meeting is one of the most important skills a salesperson can learn. Understanding your meeting purpose, building rapport, and engaging in productive conversations can be the difference between a meeting that gets you closer to closing the deal and a waste of valuable time. These steps will help you prepare and…
Account Manager vs Account Executive
Account managers (AM) and account executives (AE) are both an important part of an effective sales strategy. Simply put, AEs bring in new business and are often referred to as “hunters,” while AMs take care of existing business by “farming” the existing client for retention and additional opportunities. Both roles fall into the sales function…
The Ultimate Guide for Account Management 2020
Account management is a role for sales professionals after the sale is closed by the account executive. An account manager is the go-to person for clients and is responsible for nurturing relationships with a defined portfolio of customers, helping them find solutions to new problems, and selling them upgrades or additional products and services. How…
How to Start & Manage a Help Desk – The Ultimate Guide
Help desk professionals manage customer service requests and address support tickets. Often, they also use specific software which, when used properly, can save time, effort, and money. Creating a help desk service consists of assessing your needs, training staff, and giving them tools to help them respond to customer concerns before the competition does. We…
128 Helpful Customer Service Quotes From the Pros
Every good company wants to provide excellent customer service, but it’s not always easy to balance that with other business needs and goals. Sometimes, it can help to get inspiration from what others have found to be true. We’ve asked customer service experts to share with us quotes that their team lives by. The list…
Top 13 Customer Service Response Templates (B2B & B2C)
Customer service responses are email and other online communications that address customer concerns. They let your customers know you care about their experience with your company and that you will respond to their concerns. Customer service response templates are often used to save time and achieve standardization. To help, here are 13 customizable templates. Email…