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5 Ways B2B Marketers Can Use CRM for SaaS Customer Retention

Spiralytics

This is where you’d want to extend CRM use rather than keep it to store customer data. Surely, you’d use CRM basics to manage leads and track sales. But there’s much more you can do with CRM to drive customer retention. We have some tactics to share that help harness your CRM into a powerful customer retention engine.

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How You Can Write a Good Knowledge Base Article

Salesforce Marketing Cloud

Your customers can easily get the answers they need with knowledge base articles, which are informative help articles on your site. Service agents can also use knowledge base articles to solve customer problems and reduce their average handle time. What is a knowledge base article?

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Knowledge Management: How To Retain Agent Expertise If They Leave

Salesforce Marketing Cloud

Ideally this knowledge is available in a centralized digital library that agents, field service technicians, and customers can access from anywhere for fast, quality service. 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?

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How to create a complaint management system to protect your brand reputation

Sprout Social

Lastly, integrated complaint management software and searchable knowledge bases will ensure your agents have all the customer information they need in one central place. Also integrate your customer service tools with a CRM to access and update customer profiles, histories and preferences.

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Customer Engagement Software and Strategies for Enterprises

TrustRadius Marketing

Enterprise Knowledge Bases. A knowledge base is a collection of articles, guides, FAQs, and discussion boards where users can find answers about your products and the pain points you can resolve. That’s where having a strong CRM tool comes in. Customer Relationship Management (CRM). Salesforce .

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Everything You Need to Know About AI in Customer Service

Salesforce Marketing Cloud

Beyond answering common questions, these chatbots can greet your customers, serve up knowledge base articles, guide them through common business processes, can send out a field technician for field requests, and can route more complex questions to the right person. This is especially true when the AI pulls from CRM data and knowledge.

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It’s time to prioritize customer experience in B2B

Martech

A well-designed FAQ section, a (helpful) chatbot, actual live chat on your website , and easily accessible customer service can fulfill this need. Ensuring consistency in customer data across various touchpoints is vital — and this is the point to drive home when using a CRM and actually saving data in the system.