Remove satisfaction
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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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Why CRM Automation Is Critical to Growing Sales Revenue

Sharpspring

Businesses that use CRM automation have a distinct advantage over their competition. Customer relationship management ( CRM ) defines how you relate to your customers through all aspects of the sales process. CRM automation handles customer information, marketing campaigns, sales funnels, social media posts, emails, and more.

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5 strategies to evaluate sales performance

Seismic

Evaluating sales performance includes data and metrics as well as customer satisfaction, sales strategies, and greater alignment across the organization. Documenting these reviews over time will identify patterns and provide a historical perspective for more accurate assessments. Ready to learn more?

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From Service to Sales: How Field Service Can Drive Revenue Growth

Salesforce Marketing Cloud

Let’s look at how field service management with AI, training, and incentives can set your team up for success. Creating customized documents with a line item breakdown, images, and a signature capture makes it easy for your customers to commit on the spot. Train your mobile workers on sales techniques and how to look for customer cues.

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Contact Center Automation: Your Guide to Efficiency and Customer Happiness

Salesforce Marketing Cloud

Best practices for automating your contact center Get started with contact center automation Modernize your contact center The right mix of customer service channels and tools can help you become more efficient and improve customer satisfaction. Our guide reveals how high-performing service orgs make it happen. Show me how

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Data Hygiene Best Practices

SmartBug Media

Data Governance and Documentation Maintaining proper data governance and documentation is crucial for compliance with data protection regulations. This includes documenting data processing activities, conducting data protection impact assessments, and maintaining records of data breaches.

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The Ultimate Sales Playbooks: How to Create Your Own with Examples for Success

Salesforce Marketing Cloud

Benefits of a playbook Sales plays to include in your playbook How to write an effective playbook How to keep your playbook up to date 7 sales playbook types and examples Make your enablement about results, not effort Close your revenue gaps and get more out of every rep — with Sales Programs delivered in your CRM.