Remove field portal
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Conversational Video for Hybrid Selling

Biznology

Self-service, like digital portals. Hybrid sales is like field sales, but more digital, less in-person. Self-service portals have always been the sweet spot for explainer videos — but there’s room for lots more different types of videos. Remote sales, like videoconferencing.

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Knowledge Management: How To Retain Agent Expertise If They Leave

Salesforce Marketing Cloud

Consider the value your most experienced, high-performing agents and field service technicians bring to your organization. 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. So where do you start? Tacit knowledge.

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Salesforce summer 2023 release: The business executive’s guide

Martech

The updated layout includes consolidated address fields, phone numbers, and well-spaced elements to improve readability and navigability. In addition, you can now align fields horizontally for user adoption and data visibility. Self-service reorder portal. Optimized app pages. Guest check-out feature.

Business 101
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Key Takeaways From HubSpot Inbound 2021

Envy

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.

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The 8 Metrics That Matter in Field Service – How You Can Improve Them

Salesforce Marketing Cloud

There are eight key metrics to measure success in field service management — from the tactical to customer satisfaction. If you’re looking for a way to become more efficient and increase your revenue, getting a handle on these field service metrics can help your company thrive. Are your frontline teams working efficiently?

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How to Connect the NetLine Portal to Zoho CRM

NetLine

With so many users entrusting Zoho CRM to house their leads, we wanted to make sure it was easy for NetLine Portal users to pass their lead data automatically. Connecting the NetLine Portal to Zoho via Zapier. Linking the NetLine Portal over to Zoho CRM is simple and straightforward. Which fields are important to us?

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3 Ways to Take Your Self-Service Customer Service From ‘Meh’ to Marvelous — Quickly

Salesforce Marketing Cloud

A customer portal , a branded website customers log into to access personal information and complete actions related to their account. Create guided processes In your customer self-service portal, you can automate specific processes for customers and free agents from receiving a high-volume of calls.

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