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Knowledge Management: How To Retain Agent Expertise If They Leave

Salesforce Marketing Cloud

Without their knowledge and expertise, you put customer satisfaction at risk. Which topics are simply not documented at all? Types of knowledge to capture Before you start documenting your institutional knowledge, you want to be aware of the various types of knowledge agents and field service workers use when helping customers.

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10 Best Sales Tools to Boost Your B2B Sales

SalesIntel

Examples of popular sales tools include CRM software, marketing automation software, and sales forecasting tools. Inadequate communication and follow-up with prospects and customers, leading to lost opportunities and decreased customer satisfaction. Why Use Sales Tools? What Is The Most Important Tool in Sales?

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How to Put Together an Effective Sales Rollout Plan for Video

Vidyard

Other teams and roles who need to be involved will likely include: IT Support: An integration contact who will integrate the video tool with the CRM and marketing platform. This can be as simple as a shared Google Doc and as complex as a formalized survey. Document video best practices. Request feedback and gauge satisfaction.

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How to Put Together an Effective Sales Rollout Plan for Video

Vidyard

This can be as simple as a shared Google Doc and as complex as a formalized survey. Identify the Teams That Will Drive Adoption Start out by listing the primary roles who will use video, such as sales reps and their managers, as well as secondary roles who will need to be involved.

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16 Business Tips You Need to Read

Hubspot

Host team trainings. To get started, adopt a tool or two, like a CRM, collaborative project management software, or time-tracking tool. Choose a tool that enables every employee to easily find documents and communicate with their colleagues. Are you measuring that satisfaction? Here are a few free CRMs to get you started.

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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.

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How To Create A Know-It-All Company - CIO.com - Business Technology Leadership

Buzz Marketing for Technology

Document Management. User Satisfaction. To drive KM at Russell Reynolds, the company circulates a document every afternoon throughout its 32 offices worldwide that shows all outstanding proposals and projects. Six Techniques to Get More from the Web than Google Will Tell You. Energy Efficiency. Space Management.