Increase Sales

OCTOBER 18, 2012

” How many of us have experienced similar healthcare customer service? Later that same day I had a conversation with a colleague who was sharing her frustration with some healthcare customer service from a local provider. This is not great healthcare customer service. Credit www.sxc.hu.

Customer Service 126

Customer Service Customer Health Care Insurance 126

Selling Essentials RapidLearning Center

NOVEMBER 18, 2019

And then documenting what they’ve told the employee. Which is, no doubt, why a certain book has been sitting on my desk for many years: 101 Sample Write-Ups for Documenting Employee Performance Problems, by Paul Falcone. The post Documenting performance problems: No fun for anyone appeared first on Rapid Learning Institute.

Lead Rank 40

Lead Rank Lead Scoring Follow-up Engineering 40

Lessonly

JUNE 11, 2020

For customer service teams, time can feel constrained. They have customers to get back to and problem-solve with. If that time is spent in meetings, customers might feel like they aren’t being prioritized—which will impact the business’ goodwill. This software allows members to tag each other in tasks and set deadlines.

Customer Service 40

Customer Service Customer Skype Face-to-face 40

SugarCRM

APRIL 23, 2021

They’re all known for delivering excellent customer service. No matter how good a company is at controlling costs, hiring talented employees, and developing innovative products, few brands succeed without putting customers first. Average response time is one of the most important customer service metrics in any industry.

SugarCRM 36

SugarCRM Customer Service Customer Inbound 36

SugarCRM

SEPTEMBER 7, 2021

It’s how the customer is treated under these circumstances that defines a great customer service experience. Can’t you just hire the right number of service people, train them, and have them follow a documented process? Yes, you do need a service process in place along with properly trained people.

Customer Service 29

Customer Service Hiring Customer Knowledge Base 29

Hubspot Sales

AUGUST 20, 2021

Many organizations fail to outline and document procedures when it comes to producing products, handling service concerns, or guiding their customers along their buyer’s journey. Do your reps contact the potential customer immediately? Customer Service. Examples of Process Strategy. Restaurant Industry.

Strategy 133

Strategy Remedy Customer Service Fashion 133

Lessonly

APRIL 20, 2020

If you work in customer service, your days are often filled with emails, phone calls, and meetings. After all, you weren’t brought onto the team to answer a phone… you were hired to help customers succeed by solving problems and educating and empowering them. How to write a customer service training manual template.

Customer Service 26

Customer Service Training Customer Policies 26

PandaDoc

AUGUST 6, 2021

When you’re sending digital documents, capturing a valid e-signature can be critical to your business’s success. At $10 per month, it’s a low-risk way to send a few documents per month while getting a feel for how e-signing actually works. All plans include unlimited documents and eSignatures. 24/7 customer service $ ?.

Enterprise 95

Enterprise Enterprise Knowledge Base Analytics 95

Cincom Smart Selling

MAY 8, 2024

Exceptional customer service is built on the foundation of clear, consistent, and compassionate communication. Yet many companies still overlook the critical role of customer communications management (CCM) in modern experience strategies. CCM platforms gather approved messaging into a single, controlled location.

Scale 62

Scale Customer Lead Rank Loyalty 62

Cincom Smart Selling

MAY 7, 2024

Effective communication is the lifeblood of positive customer relationships. Yet with siloed data, scattered document creation processes, and constantly evolving regulatory policies, even the most well-intentioned businesses struggle to deliver timely, compliant, and impactful correspondence. This puts companies perpetually at risk.

Customer 62

Customer Policies Scale Lead Rank 62

SugarCRM

AUGUST 15, 2019

Why is it that some businesses are so successful at generating revenue through outstanding customer service — while others struggle to keep churn at bay? . Most recently, we took a look at concrete best practices from companies at the top of the American Customer Satisfaction Index. What NPS tells us about customer service.

Customer Service 20

Customer Service Company Customer Insurance 20

Product Management University

FEBRUARY 1, 2017

A Market Requirements Document That’s All “Market” Think of your MRD as the headliner to the product requirements. Save the “how” components for your product requirements document. The post MRDs – How Much “Market” Is In Your Market Requirements Documents?

Marketing 40

Marketing Airlines Proposal Engineering 40

Lessonly

JANUARY 15, 2020

This two-part series explores the importance of building a customer service training manual. Part one shares five signs it’s time to refresh your manual, and part two highlights 10 topics you should consider including in your customer service training manual template for the new year. Let’s dive in!

Customer Service 20

Customer Service Training Policies Customer 20

Apptivo

JANUARY 23, 2023

Information could be as emails, documents on individual systems, spreadsheets of support executives, and even in the brains of individual service desk agents – where the more experienced of them have a treasure trove of information. When customers are commenting about a service, update documents with that feedback.

Knowledge Base 102

Knowledge Base How To System Enterprise 102

Cincom Smart Selling

DECEMBER 12, 2023

Plus, communication systems ready to evolve with you empower you to bring on new business applications and to complete your transition from paper-intensive processes to electronic document delivery channels, including e-mail, text messaging, and portals. They streamline processes, reducing document generation times from hours to minutes.

System 62

System Customer Insurance Insurance 62

Smooth Sale

NOVEMBER 15, 2021

For example, any idle moments that your employees or clients spend waiting for documentation cost you precious dollars. Paper documents alone represent a significant amount of the waste in most financial offices. Digitizing Your Documents Can Save You Time and Money.

How To 78

How To Hiring Software Software 78

Hubspot Sales

OCTOBER 17, 2024

Consent can be obtained through a signed written document, a recorded phone call, or an electronic signature. This should include call logs, consent forms, and any other relevant documentation. Prior Express Written Consent This is a critical requirement for making calls using auto-dialers or sending text messages.

Cold Calling 76

Cold Calling Telemarketing B2C Guidelines 76

PandaDoc

OCTOBER 2, 2024

This could mean a more tailored approach for customers through things like social media ads, emails, and the like. For example, tracking the performance of sales documents using PandaDoc’s AI analytics tools provides valuable feedback on what’s working, what’s not, and where improvements can be made.

Lead Rank 52

Lead Rank Retail Hiring Social Media 52

Lessonly

JANUARY 9, 2020

What these decision makers will quickly find, though, is the best customer service training tools are not the compliance-based training programs of the past. What these decision makers will quickly find, though, is the best customer service training tools are not the compliance-based training programs of the past.

Customer Service 26

Customer Service Software Software Training 26

Lessonly

OCTOBER 11, 2019

Let’s face it—good customer service is the driving factor of a company’s reputation and success. It’s time to perfect customer service, and I’ve brainstormed five ideas for improving customer service that’ll help any customer service team “wow” customers. Manners matter. Move quickly.

Customer Service 20

Customer Service Customer Remedy Call-back 20

Hubspot Sales

NOVEMBER 22, 2023

Key features: Electronic Signatures: Send contracts, agreements, and other documents directly from your CRM. Document Tracking and Management: Track the status of your documents in real-time. Document Tracking and Management: Track the status of your documents in real-time.

Data 100

Data Tools Closing Hubspot 100

Apptivo

JULY 6, 2021

There is no substitute for good customer service. But, it can never replace the feeling that the customers experience after good customer service. Customers are the backbone of businesses and it is the responsibility of owners and managers to make sure that they are never left disappointed.

Ideal Customer Profile 98

Ideal Customer Profile Customer Churn Face-to-face 98

SMEI

JANUARY 16, 2024

Language Translation : GPT models are adept at translating languages, which can be a great asset in international communications and understanding foreign language documents. Error Detection and Correction : For tasks like coding or writing, GPT can help detect errors and suggest corrections, improving accuracy and efficiency.

Tools 62

Tools Marketing Face-to-face Webinar Metrics 62

Hubspot Sales

JUNE 29, 2023

Lots of Paperwork Documentation is necessary to show the evidence of a contract. Even if you’re lucky to get a base salary, you must still hit your quotas. These underscore why knowing a company’s compensation plan before working with them is vital. And in insurance sales, you’ll be doing lots of it. Image Source 2.

Insurance 104

Insurance Insurance Salary Policies 104

PandaDoc

NOVEMBER 2, 2023

These tools come in handy to pull data from customer order forms, check the information, route orders to departments they need to reach, and register updates. Relying on optical character recognition (OCR) and intelligent data capture, SOA can understand and analyze documents to identify and extract necessary details.

Loyalty 52

Loyalty Customer B2C Lead Rank 52

Hubspot Sales

JUNE 14, 2018

How much time do you waste signing documents? You format and print off a document, sign it, scan it into your computer, and (usually) reformat it again before sending. That’s where electronic signatures come to the rescue -- they let you sign documents in seconds. It’s an encrypted “packet” associated with a document.

Ideal Customer Profile 143

Ideal Customer Profile Enterprise Enterprise Software 143

Hubspot Sales

MAY 3, 2024

Customer Support AI opens up the potential for small businesses to offer 24/7 assistance to their customers. According to our State of AI Report , customer service professionals cite this as AI's biggest benefit. This round-the-clock support is driven mainly by AI-powered chatbots and self-service tools.

Small Business 100

Small Business Small Business Tools Social Media 100

Apptivo

JULY 13, 2022

Keeps documents organized. The CRM software helps with document management as well. It makes it easy to organize and search for documents and files, and there’s an option to leave comments and tag these files for easy reference and retrieval. It also has the functionality to give others full or restricted access to files.

CRM 52

CRM Software Software Analytics 52

Lessonly

AUGUST 28, 2019

So, how can we onboard new customer service reps so well that they never feel pressure to fake anything? Onboarding documents are full of information new reps don’t know yet, so they will, of course, have questions. For customer service managers with quickly growing teams, ramp time is critical.

Customer Service 20

Customer Service Customer Banking Software 20

PandaDoc

MAY 3, 2022

Tools that connect your reps to potential prospects and establish good working relationships with them also do some of the customer service and retention work that you need. Externally, helping team members effectively communicate customer issues during handoffs also raises the opinion of the business for prospective buyers.

Hiring 98

Hiring Scale Sales Qualified Lead Software 98

Zoominfo

NOVEMBER 30, 2023

Documentation: Documentation is essential to maintain data integration processes. Auto-assignment: Some systems use automated algorithms or business rules to determine data assignment, such as routing customer service requests to the appropriate agent based on the nature of the query.

Lead Rank 147

Lead Rank Lead Scoring Data CRM 147

Lessonly

JULY 3, 2019

So, how do we focus on equipping new hires, specifically new customer service reps, with what they need in order to do great work? What does this mean for customer service managers and reps? Do Better Customer Service Work with Onboarding Software from Lessonly.

Customer Service 20

Customer Service Software Software Customer 20

Hubspot Sales

JULY 5, 2021

The best sales org can only take a business so far if its marketing, customer service, or customer success is lackluster — and vice versa. Customer Service. A productive, mutually beneficial relationship between sales and customer service is a massive asset for both your organization and customer base.

Customer Service 112

Customer Service Up-Sell Networking Sales 112

Sales Hacker

NOVEMBER 1, 2024

On the other hand, an AI customer service platform targeting enterprise clients performs best in offline events or VIP dinners where relationships drive trust. For example, an AI-powered video creation tool designed for viral social media content thrives through influencer and organic campaigns.

Channels 81

Channels Scale Strategy Distribution 81

SBI

JANUARY 28, 2021

The vast majority of this resource is instead allocated to customer service, followed by marketing. To give you an example, it’s activated when scrolling through long documents like terms and conditions and will scan that dense information for anything relevant.

Scale 120

Scale Ideal Customer Profile Territories Resources 120

Sales and Marketing Management

OCTOBER 24, 2019

A leading cause for serial switching is a lack of available customer loyalty program information. Customers simply don’t want to spend their time sifting through documents, web pages and reading the fine print to find answers to their questions. Quick Response.

Loyalty 120

Loyalty Customer Consumer Study 120