Remove customer portal
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Knowledge Management: How To Retain Agent Expertise If They Leave

Salesforce Marketing Cloud

They understand your product or service and know how to quickly address common customer issues and questions. They can turn sour customer interactions into positive ones, and are a great mentor for junior staff. Without their knowledge and expertise, you put customer satisfaction at risk. How much of it is duplicative?

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HubSpot’s March 2023 releases: The manager’s guide

Martech

In addition to the generative AI content assistant and ChatSpot alpha product, HubSpot’s March releases include pop-up CTA tracking in campaigns and adding event data to customer journey maps. In the theme of doing more with less, this feature enables your creative team to publish more blog posts without custom development time.

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How to Connect INTENTIVE Insights to Salesforce

NetLine

Input your Consumer Key, Consumer Secret, and Salesforce Organization ID in the text fields found on the Salesforce Connector page inside the NetLine Portal. For more information about assigning Permission Sets, please see the Assign Permission Set to Users Salesforce Documentation. Then in the right-hand column, click Add Tab.

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HubSpot’s January 2024 releases include email compliance, inbound lead routing and more

Martech

Step up your LinkedIn strategy with documents and polls. Additionally, the “SPF & DMARC for All” update allows customers to directly copy DMARC and SPF records from HubSpot to their DNS and monitor the connection status within HubSpot itself. Enterprise-tier custom object record limits increased by 500,000.

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Employee Self-Service: The Complete Guide

Salesforce Marketing Cloud

Our research shows that 61% of customers would prefer to use self-service to resolve simple issues. Often made available through a web portal or internal portal, ESS usually facilitates common tasks, including updating personal information, accessing employee handbooks, and logging vacation and personal days.

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Round-up of this week’s AI-powered marketing technology releases

Martech

It combines raw product catalog data with buyers’ behavioral clickstream data across touchpoints — correcting and auto-enriching product attributes to help buyers discover items of interest and improve personalization across the customer journey. The voice can be adjusted for tone and style based on the customer persona they are writing for.

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Michelle’s App of the Week: Olark

Heinz Marketing

And nothing says marketing more than re-purposing content and turning that strategy document into a blog post. Olark is a subscription-based service that allows you to implement live-chat functionality within your website to communicate with leads and customers. And maybe even convert a lead into a customer! So here we are! .

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