Method:CRM

4 Benefits of a 360-Degree Customer View

Method:CRM

“KYC” means “Know Your Customer.” And there’s a reason why enterprises from all industries prioritize KYC best practices. It’s because they know that customer knowledge is at the heart of great day-to-day work and long-term success. But those best practices include more than just remembering a person’s name and some details about their business. That’s just the basic stuff you need to make the sale.

More Than Just Number-Crunchers: How Accountants Provide Value-Added Services

Method:CRM

Those poor accountants. They get a bad rap. You know the stereotypes: “boring,” “bean counters,” or “math nerds.” You may even have an image in your mind of the desk-bound pencil-pusher sitting in a dark room poring over people’s taxes. These images are especially unattractive to the Millennial and Gen Z cohorts, who typically regard the 9-to-5 workday life as a virtual prison sentence. However, these images could not be further from the truth.

Live Blog: QuickBooks Connect Toronto 2018

Method:CRM

The post Live Blog: QuickBooks Connect Toronto 2018 appeared first on Method:CRM

Beyond CRM: How Method Helps Businesses Create Optimal Workflows

Method:CRM

Changing software needs are a fact of life for growing businesses. It makes sense: as you acquire more customers, your processes become more complex and you need different tools to manage them. Many businesses start off with just accounting software, like QuickBooks.

The Difference Between Customer Experience and Customer Feedback

Managing the CX is vastly different from soliciting customer feedback. Here’s why traditional customer feedback approaches (CSAT, NPS) are not enough to affect positive, customer-centric change.

How to Use Your CRM to Optimize Influencer Marketing

Method:CRM

Social media marketing looks little like it did just a few short years ago. The primary power behind this seismic shift? Influencers. These social media geniuses use their natural charm and relatability to build connections with thousands or even millions of followers. Initially centred around fashion and fitness, influencer marketing now involves every niche imaginable. They’re taking over in accounting, health care, and even construction.

Conquering Customer Service Issues: 9 Tips to Build Customer Loyalty

Method:CRM

[…]. The post Conquering Customer Service Issues: 9 Tips to Build Customer Loyalty appeared first on Small business insight from the #1 QuickBooks CRM. Customer Experience CRM customer service customer service issues customers internal processes

You're Invited: Fireside Chat at QuickBooks Connect San Jose

Method:CRM

Technology is changing the accounting industry. Many routine tasks can now be automated through accounting software, leaving accountants wondering what’s in store for their jobs. The answer is simple: they must expand their service offerings to deliver greater value to their clients.

Sales Follow-Up Emails to Convert Leads Into Customers

Method:CRM

[…]. The post Sales Follow-Up Emails to Convert Leads Into Customers appeared first on Small business insight from the #1 QuickBooks CRM. Customer Experience Sales customer service customers emails lead management sales

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From Casual Buyer to Loyal Fan: 4 Ways to Improve Customer Retention

Method:CRM

[…]. The post From Casual Buyer to Loyal Fan: 4 Ways to Improve Customer Retention appeared first on Small business insight from the #1 QuickBooks CRM. Customer Experience CRM customer retention customer service customers email marketing repeat business

To Text or To Talk? Understanding Customer Care Preferences for Voice and Digital Channels

As customer care channels continue to evolve and expand, there’s been a lot of debate about which channels customers actually prefer to interact with brands. Based on a recent Harris Poll, learn why consumers choose one channel over another, and how common frustrations with specific channels drive consumers to pick alternatives.

The Most Important Questions to Ask When Collecting Customer Feedback

Method:CRM

[…]. The post The Most Important Questions to Ask When Collecting Customer Feedback appeared first on Small business insight from the #1 QuickBooks CRM. Customer Experience Small Business customer feedback customer service customers small business

7 Essential Podcasts for Sales Reps

Method:CRM

Podcasts are an excellent resource for people working in sales roles. Much like sales books , podcasts allow sales professionals to learn directly from industry experts, without breaking the bank on conference fees. Podcasts also have the added benefit of timeliness, allowing listeners to stay up to date on the most recent news and advice. For those wanting to improve their sales performance, finding a great sales podcast shouldn’t be a challenge. In fact, you may have the opposite problem!

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5 Signs That Your Client is Unhappy (And How to Keep Them Around!)

Method:CRM

[…]. The post 5 Signs That Your Client is Unhappy (And How to Keep Them Around!) appeared first on Small business insight from the #1 QuickBooks CRM. Customer Experience customer loyalty customer retention customer service customers repeat business

4 Ways to Increase Customer Engagement Through Email Marketing

Method:CRM

[…]. The post 4 Ways to Increase Customer Engagement Through Email Marketing appeared first on Small business insight from the #1 QuickBooks CRM. Customer Experience Marketing customers email campaigns email marketing marketing QuickBooks CRM repeat business

Humans and Bots: How to blend human skills and AI to build customer intimacy and drive growth

Join Genesys for this webinar to learn how leading companies are using blended AI to drive customer intimacy and revenue growth.

The Best Email Campaigns to Keep Customers Coming Back

Method:CRM

[…]. The post The Best Email Campaigns to Keep Customers Coming Back appeared first on Small business insight from the #1 QuickBooks CRM. Customer Experience Marketing customers email campaigns email marketing marketing QuickBooks CRM

5 Scaling New Heights Sessions You Can’t Miss

Method:CRM

Next week, we’re packing our bags and heading to New Orleans for Scaling New Heights – an Intuit-centric training conference that empowers accounting professionals to grow their practice.

[Webinar] An Introduction to Method:Donor

Method:CRM

Are you an accountant working with nonprofits who needs help getting their accounting practices whipped into shape? If your eyes just widened and you thought, “Yes!” you’ll want to attend our June 17th webinar. Method:Donor – Donor Management Software for Nonprofits Using QuickBooks , hosted by Gregg Bossen. Gregg, a CPA with a long history of working with nonprofits, will introduce you to our newly-launched donor management app, Method:Donor!

How a Small Business Can Provide World-Class Customer Service [Part 1]

Method:CRM

I was recently flipping through my copy of Unmarketing , and saw I had marked a few pages where Scott Stratten discusses cases of world class customer service at Zappos.

The SaaS Guide to Customer Engagement, Retention, and Advocacy

After onboarding, most SaaS customers have to find their own way to success. This ebook by Influitive is a compilation of some of the best examples of programs designed to drive customer retention and advocacy, with examples from some of the world’s largest and most innovative SaaS vendors.

How I Started to Learn and Love Customizing Method

Method:CRM

If you’re like me, and new to the Method Partner Program , you may have had moments of apprehension around developing Method for your small business clients. But with some mentorship, and real client projects in the last few months, I’ve moved into the “Love It” category of Method Partners. Today, I’m sharing the six factors that successfully changed me from an apprehensive newbie into a confident Method developer.

How a Small Business Can Provide World-Class Customer Service [Part 2]

Method:CRM

Last week in Part I of Small Business Customer Service , I offered a few suggestions for improving your company’s customer service. Today, I’ll continue on with more ways your small business can ramp up customer service with more world-class examples and some simple take-aways for your team. Anticipate Customer Needs. When I think back to my restaurant days, anticipating the needs of a guest was as simple as making sure ketchup arrived at the table before their burger did.

How to Disrupt Your Competition

ShepHyken

How To 586

Call Centers are the Front Line of Customer Service

inContact

Some call centers struggle to have a stellar reputation, but it doesn’t have to be that way.

6 Killer Applications for Artificial Intelligence in the Customer Engagement Contact Center

If Artificial Intelligence for businesses is a red-hot topic in C-suites, AI for customer engagement and contact center customer service is white hot. This white paper covers specific areas in this domain that offer potential for transformational ROI, and a fast, zero-risk way to innovate with AI.

Building a Successful Customer Experience Strategy

GetFeedback

Companies frequently designate customer experience (CX) as the most exciting opportunity for their business, according to the Digital Marketing Trends Report. Successful customer experience strategies will lead to greater customer satisfaction, higher revenue, and diminished customer churn.

The VMware Culture Journey to Inspire Customer Centricity

MaritzCX

VMWare Inspires a Customer-Centric Culture Customer centricity is a hot topic in business these days, as more and more companies challenge themselves to foster a “customer-centric culture.”

40 Customer Retention Statistics You Need to Know

GetFeedback

Learn about the top two customer surveys for predicting and increasing customer retention. Anytime a customer cuts ties, you experience the negative impact of customer churn. While some churn is a normal part of any business, a high churn rate can cripple the growth of any organization.

Improve Customer Experience with the Help of These 4 Teams

Kayako

When we talk about customer experience, many of us think about support. We think about the touchpoints between customer and business when the customer needs help buying or using a product. These interactions make up part of the customer experience, but not all of it.

The Health of the Contact Center: Are You Ready for 2019?

A survey of 1,000 contact center professionals reveals what it takes to improve agent well-being in a customer-centric era. This report is a must-read for contact center leaders preparing to engage agents and improve customer experience in 2019.

6 Most Popular Customer Experience Metrics and KPIs Explained Simply

Lumoa

How to Write Self-Service Support Material

GetFeedback

When done right, self-service support material help your customers complete tasks on their own. But for self-service support resource to work, they need to be easy to read and understand. In other words, customer support teams need to be savvy about copywriting.

How To 227

How to Use Customer Insight to Drive Business Growth

Vision Critical

In a landscape full of disruption, growing your business could take a backseat to hedging your risks. New competitors can sprout when you least expect it, and choosing a growth strategy that fits your business model can be risky.

Job Satisfaction Surveys: 2 Templates for You to Use

GetFeedback

While being a customer-centric company is key for delivering great customer experience , you can’t forget about the employee experience. After all, happy employees result in happy customers. To identify the happiness level of your employees, you should use job satisfaction surveys.

Survey 195

The Rise of the Customer Marketer

From marketing backwater to starring role, this eBook by Influitive explores the changes taking place in customer marketing from the perspective of customer marketers themselves (and explains just why it’s so crucial to customer engagement).

CX Q&A with Diane Magers & Ben London of Experience Catalysts

Centriam Customer Experience Lab

Diane Magers and Ben London are the powerful duo that head up Experience Catalysts, a consultancy at the forefront of customer and employee experience. They are on a mission to help customer experience (CX) professionals transform how their organizations work to grow business value.