Gainsight

APRIL 19, 2022

Customer Relationship Management Application (CRM). Your CRM is the backbone of your customer-facing teams. It contains large swaths of data about your customers, sales opportunities, contacts, and communication touchpoints. Renewal dates, ARR metrics, open invoice information, payment history, etc. Product Usage Data.

Scorecard 98

Scorecard Invoicing CRM Customer Relationship Management 98

SugarCRM

SEPTEMBER 10, 2024

For business continuity and customer service, a customer relationship management (CRM) system is essential. These systems help us to better understand our customers, managing key touchpoints and serving them better to drive business growth. But not all CRMs are the same. What we'll Cover: What Is Bespoke CRM?

CRM 49

CRM Invoicing Predictive Analytics Manufacturing 49

SugarCRM

DECEMBER 18, 2020

While many businesses fall short with a lackluster onboarding program, many more are using technology solutions like CRM to help them both implement and monitor the initiatives. When put to work as an extension of CRM’s core functionality, a workflow or campaign centered around the new customer experience is a true game changer.

CRM 49

CRM Invoicing Touchpoint Finance 49

Fonolo

APRIL 6, 2020

HubSpot is one of the leading players in the contact call center space and is one of the best CRM systems for most businesses. It has call recording, analytics settings and a host of other integrations. Working in tandem with Aircall, it gives the software even more capability.

Contact Center 108

Contact Center Social Media Invoicing Hospitality 108

Retently

AUGUST 22, 2024

Transactional NPS is perfect for SaaS and Ecommerce businesses, capturing feedback at crucial touchpoints like trial endings and order deliveries to enhance customer satisfaction. This way, you can target key touchpoints without cluttering your list with unnecessary contacts. Retently’s throttling feature is a big help here.

NPS 78

NPS Invoicing Touchpoint Start-ups 78

ClientSuccess

MAY 8, 2019

Frequency of engagement a customer has with your team across a number of touchpoints (email, phone, meetings, chat). Late Invoice Payments. The number of days a customer’s invoice is past due. Building a health score using spreadsheets or even your pre-sales CRM is difficult. Customer Engagement. There you have it.

Invoicing 59

Invoicing Net Promoter Score NPS Touchpoint 59

Comm100

FEBRUARY 7, 2018

Additional Considerations for CRM Solutions. Will the vendor support integrations with leading CRM or marketing automation solutions that will amplify your lead management, scoring, and nurturing capabilities? With this vendor, will your company be able to meet customers through multiple channels and touchpoints? (In

Social Media 53

Social Media CRM Invoicing Omnichannel 53