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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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Customers And Sellers, Conflicting Systems

Partners in Excellence

I’ve been writing a series on the importance of systems thinking in buying and selling. A fundamental issue we have to understand is “What happens when two independent systems intersect and have to work together?” As a result we and our customers have a huge challenge. It’s no wonder why we each struggle!

System 133
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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? It is designed to support sales onboarding, ongoing training, and performance tracking within a single system.

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Marketing Automation is Not Marketing Strategy

Pointclear

Or, “Once this automation system is installed, it will take our marketing to the next level.” Marketers thought that the new CRM software would solve their customer service and customer retention problems. This worries me. Marketers sometimes see automation as a silver bullet. But it’s only a tool. Expectations dashed.

Marketing 266
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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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A Guide to Marketing Automation

Zoominfo

While marketing professionals understand marketing automation can streamline essential processes, many do not leverage these systems to their full advantage. Once you’ve established your goals, it becomes easier to select the tool or vendor that will best help you to achieve them. Oftentimes, this is due to a lack of strategy.

Marketing 246
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CRM Best Practices: How to Choose the Best Free CRM System

Hubspot Sales

Don't waste time and energy evaluating CRM systems and features you don't need. CRM, or customer relationship management, is a strategy companies use to track customer relationships from pre- to post-sale. A CRM system is software that stores information on client and prospect interactions with employees. What is CRM?

CRM 104