Martech

JUNE 2, 2023

A great example of the tool at work is identifying the overuse of automation rules that can slow overall operational processes ‘behind the scenes’ (which can delay critical communications to your customers!). Self-service reorder portal. Simplifies the process of placing repeat orders, saving time and effort.

Business 111

Business Ideal Customer Profiles Trigger Marketing Touchpoints 111

Salesforce Marketing Cloud

NOVEMBER 2, 2023

Let’s take a closer look at what employee self-service means, how it works, and how to create a self-service system that your employees will actually use. How does employee self-service work? These sorts of routine HR tasks used to be paper-based, processed manually by staffers. How does an employee self-service system work?

Work Management 59

Work Management Marketing Management Service Knowledge Base 59

Envy

OCTOBER 27, 2021

For marketers, our biggest takeaway is the ability to differentiate and manage different brands through one portal, while building even more complex reports. For service people, our biggest takeaway is that their customer portals will help your customers get the help and information they need when they need it. Customer Portals.

Hubspot 118

Hubspot Enterprise Management Paid Search Agency Work Management 118

Salesforce Marketing Cloud

NOVEMBER 29, 2023

In it, you’ll learn the basics of channel sales and how it can work for you. For those already well-versed in working with partners, feel free to skip ahead to the sections most helpful to you. See how it works What is channel sales? What you’ll learn: What is channel sales? Franchisees. Resellers or VARs.

Enterprise Management 111

Enterprise Management Work Management Advertising Channels Marketing Management 111

Salesforce Marketing Cloud

APRIL 25, 2024

The customer reaches out on their preferred customer service channel – voice, video, email, chat, or even self-service option like a customer portal. After all, people like to work where they feel valued. Automate manual processes that support agents do frequently, and you’ll save them time and boost productivity.

Work Management 52

Work Management Service Customer Satisfaction Lead Scoring 52

Salesforce Marketing Cloud

APRIL 10, 2024

We found that 67% of organizations are now tracking case deflection, typically done through customer self-service or automated processes. A customer portal , a branded website customers log into to access personal information and complete actions related to their account. Turns out, it’s a lot.

Service 59

Service Allocation Knowledge Base Customer Satisfaction 59

Marketing Insider Group

AUGUST 21, 2023

AI will make people more efficient, effective, and just plain good at what they do without removing them from the decision process. Leverage AI Tools for Quality Assurance Quality assurance (QA) grading can be a complex, time-consuming process for CX teams, especially if teams are still using spreadsheets. But it, too, has older roots.

Marketing AI 192

Marketing AI Marketing & Strategy Top of Funnel Resource Management 192

SmartBug Media

JUNE 15, 2023

The HubSpot Content Assistant integrates seamlessly with your HubSpot workflow and harnesses the power of AI to streamline the content creation process for marketing emails. Once you’ve logged into the HubSpot portal, click on the “Marketing” tab in the top navigation menu. Highlight the text you want to work on.

Marketing AI 98

Marketing AI Hubspot Email Marketing Content 98

Sana Commerce

FEBRUARY 19, 2023

By automatically placing orders, EDI decreases processing costs and order handling time considerably. However, even if most of your orders are processed via EDI, orders from clients without EDI still require a considerable amount of time from your resources. In our experience, companies process over 75% of their orders with EDI.

Cross-Selling 98

Cross-Selling B2B Paid Search Agency B2B Sales 98

Zoominfo

NOVEMBER 17, 2020

Most employees get accounts for email, calendar, messaging app, video app, and HR portals. Then, if you work in sales or marketing, you have your Google analytics, Adobe, CRM system, sales acceleration tools, CMS login, WordPress login, project management, and ooooh so many more. Plus Docusign accounts for all the signatures needed.

Enterprise Management 246

Enterprise Management Work Management CMS Development Zoominfo 246

TrustRadius Marketing

AUGUST 21, 2022

Employee scheduling software automates the process of creating a staffing schedule. The software then determines and optimizes a work schedule based on the constraints. They form the backbone of the software and streamline your schedule-building process. Employees can access the portal through a web interface or a mobile app.

Work Management 94

Work Management Budget Programs Software POS 94

SmartBug Media

JANUARY 30, 2023

If you don’t have the right people, processes, and tools in place, the task of cleaning up your data becomes more and more time-consuming. Operations Hub Professional and Enterprise customers can view errors such as data property issues, record issues, syncing problems, and more without having to search throughout the portal.

Hubspot 97

Hubspot Class Validation Rules 97

SmarkLabs

JUNE 16, 2022

A new web portal would provide a unique opportunity in their market for partners to capitalize on the success of Legend’s technology solutions. Legend Power leadership began defining new processes and resources to best support their partners. The portal would also need to facilitate an efficient and engaging experience.

Advertising Agencies 52

Advertising Agencies Advertising Channels Work Management Marketing Management 52

Sana Commerce

JANUARY 9, 2024

The objective reached beyond adopting a new commerce platform; it envisioned a profound transformation in how Regout Balance systems engaged with customers, processed orders, and conducted overall B2B operations. By utilizing the SST, they made their internal processes smoother. Key Features for Regout group: 1.

B2B 52

B2B Work Management Cross-Selling Marketing Management 52

Salesforce Marketing Cloud

JANUARY 23, 2024

Use generative AI to draft knowledge articles, and then put them through your company’s standard review and approval process before publishing. Resources you create can also be shared in your self-service portal, allowing customers to help themselves and further save on costs. So where do you start? Better employee training.

Work Management 104

Work Management Customer Satisfaction Knowledge Base FAQ 104

Rev

MAY 10, 2023

. #4 Create account-level customer portals Want to make a target account really feel special? Create a dedicated portal or app that gives them access to exclusive resources tailored to their unique needs. This portal can provide them with product updates, usage metrics and customer service resources. Why does this work?

Account Based Marketing 78

Account Based Marketing Ideal Customer Profiles ABM Tactics 78

Heinz Marketing

JUNE 28, 2020

In the past few months, our team has taken on some big initiatives to improve our website, SEO, and internal processes. In the process of creating a new strategy, we learned quite a bit about the tool and its functionality. No logging into the online portal necessary. .

Pricing 136

Pricing Price Act-On Consulting 136

Martech

APRIL 26, 2023

Other tasks — status updates, drafting follow-up emails, finding and creating reports — can be accomplished using prompts in HubSpot’s ChatSpot tool , which combines ChatGPT and your HubSpot portal’s data and tools. That process was difficult to maintain and often resulted in emails sent to contacts by mistake. Get MarTech!

Knowledge Base 98

Knowledge Base Hubspot Validation Landing Pages 98

Salesforce Marketing Cloud

FEBRUARY 22, 2022

How does it work? It often requires more specialized skills than building a digital portal or site. Here’s how it works: Build your digital site with Experience Cloud. Extend your CRM data, processes, and resources to channel partners via mobile app to keep them productive on-the-go. Learn more.

Multi-Channel 98

Multi-Channel Custom Publishing Mobile Marketing Outreach 98

Martech

MARCH 21, 2023

In early March, HubSpot announced a new tool that leverages AI functionality within their platform, useful for portal research, market research, writing copy and more. For example, in the sales enterprise version of HubSpot, your portal gains automatic enrollment into sequences and team roles. In your inbox.

Enterprise Management 97

Enterprise Management Lead Scoring Lead Ranking Work Management 97

Navigate the Channel

NOVEMBER 8, 2023

However, there are still many marketing tactics that work in any market, regardless of the technology spurring disruptive change. Here are some of the older B2B techniques that continue to work to this day – techniques that you will probably be able to count on for many years to come.

Tactics 65

Tactics Trade Show B2B Marketing B2B 65

Martech

DECEMBER 12, 2023

Identify areas where the process could be smoother or more efficient. When we work with clients for HubSpot training, for instance, they’re frequently shocked at just how much HubSpot can do. Work with your account rep on optimizations. Business email address Subscribe Processing. In your inbox.

Work Management 128

Work Management Marketing Management Budget Programs Software 128

Salesforce Marketing Cloud

JUNE 10, 2022

Before patients purchase from your storefront, log into a portal to view test results, or use your app to book an appointment, they want assurance that their sensitive health information is safe. The more trust you establish with your partner during this process, the more trust you ultimately build with your patients and customers.

eCommerce 96

eCommerce Work Management Allocation Paid Search Agency 96

Martech

NOVEMBER 27, 2023

Notifications for workflow issues (beta) Keep your critical workflows working correctly or fix them quickly before they impact the customer experience using the new workflow error notifications for email, Slack, Teams and more. Business email address Subscribe Processing. This feature is in addition to the workflow “Needs Review” tab.

Enterprise Management 98

Enterprise Management Hubspot Paid Search Agency Work Management 98

EveryoneSocial

SEPTEMBER 2, 2021

First off, here are some things to keep in mind throughout the decision-making process, including while you’re reading this: What are you using the app(s) for? How much of a budget are you working with? None of those numbers even account for work — they’re just talking about personal usage. How many employees will use it?

Work Management 98

Work Management Mobile Marketing Budget Programs Marketing Management 98

Salesforce Marketing Cloud

JANUARY 3, 2024

If you’ve navigated a digital experience easily, there’s a good chance that the designer and developer who built it had a strong working relationship. “I was on the scene, working on a highly polished design team, designing campaigns, really feeling myself and projecting disdain toward our dev team when they couldn’t make it.”

Design 105

Design Validation Lock-In Class 105

BOP Design

OCTOBER 18, 2022

Your website is the digital portal for your prospects and potential partners to learn more about what types of services or products your company sells. Writing the copy for a B2B website is a process and often requires the input of the subject matter experts (SMEs) at your company and a professional copywriter.

Design 107

Design Marketing Websites B2B Advertising Agencies 107

Hubspot

SEPTEMBER 27, 2023

How Does Subscription Management Work? Subscription Billing Models Subscription Management Software: Key Features to Look For How Does Subscription Management Work? The subscription management software should automate the billing process, generating invoices based on the subscription terms and sending them to customers.

Work Management 57

Work Management Budget Programs Churn Rate Allocation 57

Sprout Social

FEBRUARY 8, 2024

In this guide, we explain the basics of tiered support, along with tips on how to tailor the approach to your social customer care processes. This approach works as an escalation system, so support agents can handle issues aligned with their set of abilities and system accesses. The process begins with adding a new User Team.

Work Management 108

Work Management Marketing Management Service Paid Search Agency 108

Sprout Social

SEPTEMBER 2, 2022

Brushing up on ways to prove the impact of your work across the entire organization benefits every marketer—from directors to social media managers. Sprout Learning Portal (accessible to Sprout customers): Sprout Social Master Class: Listening and Analytics. Watch this webinar for tips on how to work with freelancers on your team.

Social Media 118

Social Media Training Course Resources 118

Salesforce Marketing Cloud

AUGUST 1, 2023

But my team at Kander worked with Ulrich to unlock the power of Salesforce and also enable her to better understand how she could create her own success with the platform. Explore Now +300 points Module Experience Cloud Basics Our process had three phases: design, planning, and execution. We wanted to change that.

Small Business Marketing 52

Small Business Marketing Design Business Work Management 52

Martech

NOVEMBER 17, 2022

At the other end of the spectrum, adding lifecycle stages would be more complex, and require a thorough audit of your HubSpot portal to update reports, forms and other tools. Processing. Changing stage names to match your company’s terminology and removing unused stages may be the easiest first step to implement. In your inbox.

Enterprise Management 116

Enterprise Management Marketing Automation Services Work Management Lock-In 116

Salesforce Marketing Cloud

FEBRUARY 6, 2023

This helps you see what’s working efficiently and what could be improved. Are your frontline teams working efficiently? Enable self-service through a customer portal on your site or customer-facing app. Employee and contractor turnover Are your processes helping you keep workers happy and productive?

Work Management 98

Work Management Service Customer Satisfaction Efficiency 98

SmartBug Media

SEPTEMBER 23, 2020

Here are the steps to set up the integration: Within your HubSpot portal, navigate to the HubSpot App Marketplace (the store icon in the upper right-hand corner of your portal) and click on the App Marketplace. Click the button to “Connect App” from your HubSpot portal while you are also logged in and connected to your Shopify account.

Work Management 99

Work Management Marketing Management Hubspot Marketing Automation Services 99

Sana Commerce

MARCH 16, 2022

Read the independent research in our B2B Buying Process Report. To illustrate this, here’s a simple exercise: Imagine a normal working day. What things do you pay attention to in your day-to-day work? Do you listen to the radio on your way to work? Do you check your social media at work? Download the report.

B2B 52

B2B Work Management B2B Sales Act-On 52

Salesforce Marketing Cloud

AUGUST 23, 2023

For example, many car manufacturers work directly with dealerships to sell their vehicles. Partner relationship management (PRM) involves all the tools, processes, and training involved in helping partner businesses successfully sell third-party products. Discover how on Trailhead, the free online learning platform from Salesforce.

Advertising Agencies 52

Advertising Agencies Work Management Marketing Management Top of Funnel 52

Sprout Social

JANUARY 10, 2024

In this article, we’ll provide a breakdown of a complaint management system and offer tips to improve your reputation managemen t processes. Complaint management is the process of handling customer complaints within an organization. Complaint management process What is a complaint management process, exactly?

Work Management 106

Work Management Brand Identity Branding Customer Satisfaction 106