SurveyGizmo

NOVEMBER 5, 2021

Many Customer Experience (CX) teams lack the data integration of their Sales and Marketing counterparts. Sales departments tend to operate using a customer relationship management (CRM) tool like Salesforce (SFDC) and, by 2022, have likely already integrated with other data sets like Jira or Salesloft. Less so for CX.

Data 98

Data Net Promoter Score NPS Effort Score 98

ChurnZero

FEBRUARY 29, 2024

We use Zendesk, just migrated from HubSpot to Salesforce, and SalesLoft. Watch Jaclyn’s webinar on demand here, and dig into attendees’ questions below. Note: Jaclyn continued this question by crowdsourcing it to her network on LinkedIn. Here’s what people said. Jaclyn: It depends on how big your team is, and what you need.

Customer Success 52

Customer Success How To Culture Leadership 52

CSM Magazine

OCTOBER 5, 2021

But before investing in certain productivity tools, make sure they seamlessly integrate with your CRM (this will eliminate the extra steps in your sales reps’ workflow). However, before integrating the software into your daily business processes, consider what functionality the solution should have.

Sales 52

Sales Strategy Metrics Tools 52

InboxAI

AUGUST 26, 2018

Starting from Salesforce that is the de-facto system of records, through companies like Outreach and Salesloft that accelerate lead generation done by SDRs (Sales Development Reps) and companies like Chorus and Gong that extract actionable insights from phone conversations done mainly by AEs (Account Executives). How does it work?

Sales 40

Sales Metrics Meeting Engagement 40

CSM Practice

JANUARY 13, 2021

You can use Salesloft to set up cadences that ensure proactive outbound communication with customers. Escalation teams may be reactive to customer signals, such as a technical issue or sudden financial crisis, but if integrated well, their specialized expertise can reduce churn risks and realign goals faster. Develop Renewal Playbooks.

How To 98

How To Self Service Touchpoint Customer Centricity 98

Help Scout

JANUARY 13, 2019

And to make the numbers come alive, personify them with some qualitative information: an anecdote from a customer in their own words often hits home more than a stat, such as the “CSAT Wins or Call Wins” section in the SalesLoft examples above. Use integrations to push support data into company spaces. Charts and graphs.

Communication 40

Communication Company Leadership Meeting 40