Banking Customer Service Sales 
Hubspot Sales
OCTOBER 27, 2021
There are many reasons for even the smallest businesses to have business bank accounts. Plus, come tax time, tracking down expenses and deductions is easier with a business bank account. But depending on the bank, you can also access important services for your company, such as business credit cards and loans.
Sell Integrity
OCTOBER 27, 2021
In a world where customers have more options available to them — and more ways to vent frustrations publicly — you can’t afford to drop the ball on excellent customer service. Last week was National Customer Service Week , an annual — and now global — event devoted to celebrating the people who make customer service happen.
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Pipeliner
MARCH 1, 2020
Financial technology—or fintech for short—is making it easier and simpler to do everything from making bank deposits on your cell phone from anywhere in the world to getting the latest currency conversion rates via an app. Sales are increasingly made on a global stage. trillion in goods and services in 2020. Banking on the Go.
SugarCRM
DECEMBER 23, 2021
For so long, marketing and sales were considered the driving wheels for company growth since they generate leads and close deals. Seeing how far customers could be pushed before they’d cancel a service or move to a competitor was often acceptable. Customer Effort Score (CES). Customer Service Analytics.
Understanding the Sales Force
JUNE 6, 2024
It seems that nearly every time we (and our friends and colleagues) do business with a company, there is a problem and we must contact customer service. And most of the companies that reach out to me about their sales challenges complain that their win rates when attempting to win business away from incumbent vendors is quite low.
Richardson
MAY 7, 2020
As a result, retail bank service professionals have emerged as a primary point of contact for customers. Throughout their conversations, retail banking service professionals have an opportunity to understand the customer’s concerns, needs, and even emotions.
Lessonly
MARCH 18, 2020
Case in point, do any of these situations resonate with your customer service experiences? You locked yourself out of your bank account with too many failed password attempts, so you call the support line to confirm your identity and get back in. These types of customer service experiences are all common.
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