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Knowledge Management: How To Retain Agent Expertise If They Leave

Salesforce Marketing Cloud

You likely have FAQs and knowledge base articles to guide your contact center agents and field service technicians, but how often is that information updated? Which topics are simply not documented at all? Here are some to consider: Explicit knowledge. Knowledge retention. How much of it is duplicative?

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The 50 Best Startup Tools For 2021

Marketing Insider Group

Use Modus to onboard and train sales reps with relevant content, presentations, product information, and buyer data. Google Analytics. Google Data Studio. Google Data Studio is a lesser-known Google product for creating interactive visualizations with minimal data analysis experience. Google Drive.

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Next-Level Marketing Reporting: Your Top 5 Platforms

SmartBug Media

APIs for integration into custom or third-party applications, such as Google Docs and Excel. Browser-based interface and customizable dashboards that work on any device. Quote-based. Sample integrations include Facebook, Google Analytics, Google BigQuery, Google Ads, Google Sheets, Salesforce, and Twitter.

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36 Apps Every Sales Rep Needs on Their Phone in 2018

Hubspot

Mobile CRM app. Google Maps. Salespeople are constantly on the go, whether they're meeting with clients, flying out to give a presentation, or running to a team training. 11) Mobile CRM app. Whichever CRM your company uses, get the associated app. HubSpot CRM user? Don't use a CRM? HubSpot Sales.

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10 Proven Video Scripts and Email Templates for Virtual Selling

Vidyard

1: Build a Video Knowledge Base 3.1.1 Common Use Cases for Video in Your Knowledge Base 3.1.2 How a Video Knowledge Base Boosts Your Video SEO 3.2 #2: 5: Optimize Support with CRM Integration and Video Analytics 3.5.1 Support CRM Integration 3.5.2 Customer Service Training Videos 3.6.2

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2| Repository: Collect and organize all content and research so you don’t waste time

Apollo

hours a week looking for documents and, more importantly, countless hours redoing work that has already been done before as seen by a study done by the IDC. Customer lists (or access to your CRM). Training calls used by sales. Set up a collaborative storage environment like, Google Drive , Box , Dropbox , to work out of.

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Best CRM software for Consultants

TrustRadius Marketing

One of those powerful software options is CRM. What Is a CRM Software? CRM stands for customer relationship management software. Most CRMs have some form of customer service functionality like live chat, chatbots, and ticketing across media channels. CRM software is incredibly diverse.