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How To Boost Client Retention – Without Customer Service or Account Reps

Sales and Marketing Management

That means marketers, sales professionals, operations people, and analysts all work in tandem to interact directly with customers – eliminating or greatly limiting involvement of customer service or account representatives. That’s when I decided to have the people who do the hands-on client work interact directly with customers.

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Magical CRM Improvements for Sales

Score More Sales

These include prospects, customers, former customers, vendors, partners, and referrers? Many systems now connect to proposal tools, email systems, web landing pages, customer service logs, and just about anything that would matter to customer-facing reps. How do you handle pre-prospects? Close More Deals.

CRM 193
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The Best Sales Coaching Software Tools in 2025

Zoominfo

Customization : Can it adapt to your unique sales processes and workflows? Vendor Support : Is onboarding, training, and customer service included? Salesforce Sales Cloud Salesforce Sales Cloud is a CRM platform used by sales professionals, managers, and operations teams to manage and support sales processes.

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Putting the Social into CRM Predictions for 2012 ? Score More Sales

Score More Sales

Putting the Social Into CRM Predictions for 2012. Having a sure-fire repository, or “catch-all” place to help support your business growth was the original purpose of a CRM system quite a few years ago. Let’s look at an old definition, the challenges with CRM, and some predictions for 2012. So what is next for CRM?

Lead Rank 172
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7 Must-Have Automated Documents for Sales Success

Companies are increasingly implementing technology to bring efficiency to their workforce. Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success.

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Marketing Automation is Not Marketing Strategy

Pointclear

Remember ten years ago, when CRM came along? Marketers thought that the new CRM software would solve their customer service and customer retention problems. Even the marketing automation software vendors themselves recognize the importance of strategy, for their own success, as well as that of their clients.

Marketing 266
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The Sales Manager’s Guide to Selecting a Data Provider

Zoominfo

The term data provider covers a wide array of business services. Think sales intelligence, pipeline prediction, data hygiene , CRM management, and so much more. But, unless you work with a third-party data provider, your CRM is full of information regarding current customers and prospects– not future customers and prospects.

Data 199