Intercom, Inc.

AUGUST 30, 2022

By building a strong business tech stack for your startup – covering everything from incorporation to growing long-lasting customer relationships – you can not only win back time and establish best practices, but create a solid foundation for your business to grow. Intercom – Customer engagement. HubSpot – CRM.

Compliance 163

Compliance Finance Engineering Start-ups 163

Shep Hyken

OCTOBER 22, 2021

Grey Idol is the marketing director at altLine by the Southern Bank, a trusted provider of invoice factoring and accounts receivable financing. He shares six ways companies and their brands can deliver an exceptional customer experience. Find ways to surprise customers with moments of delight.

Business Management 131

Business Management Invoicing Customer Experience Finance 131

ECXO

FEBRUARY 26, 2024

From choosing what to wear, what to eat, and where to go, to making significant choices about health, finance, and relationships. In the context of customer relationships, negative news can have a significant impact on customer engagement. But before we dive in, let’s set the stage with a bit of context.

E-commerce 345

E-commerce Social Media Sales CX 345

Intercom

OCTOBER 27, 2021

It’s often used as a marketing or a finance metric. But support has a huge influence on that, in my opinion, because that customer lifetime value is the total worth of a customer over the whole period of the relationship. And this is where it could get interesting. And it’s all about trust.

Customer Relationship 64

Customer Relationship Sales Start-ups Technology 64

Retently

MARCH 11, 2025

Example : If a lot of support tickets are about refund delays, the CX Manager works with the finance team to improve refund processing times or set better expectations in post-purchase emails. Testing a points-based loyalty program where customers earn discounts on future purchases. A CX Managers job never stops.

CX 115

CX Customer Experience Net Promoter Score NPS 115

SugarCRM

NOVEMBER 26, 2024

Seeking a solution that could centralize data, streamline workflows, and boost productivity, Azimut Direct turned to SugarCRM, a customer relationship management (CRM) platform known for its powerful automation and integration capabilities. This approach opens new business opportunities adding value for both clients and investors.

Sales 52

Sales CRM Data Entry Customer Relationship Management 52

SurveySensum

DECEMBER 4, 2024

This CX metric has the ability to gauge customer loyalty and predict business growth. Using NPS in finance industry can get to the heart of why customers would or wouldn’t recommend them to others. And an NPS score can be from -100 to 100 and can provide insights into a bank’s overall customer experience.

NPS 52

NPS Net Promoter Score Close the Loop Customer Loyalty 52

Lightico

JULY 12, 2023

Collections should now be viewed as a strategic tool for driving growth and fostering lasting customer relationships. By leveraging appropriate technology, lenders can streamline customer-facing collections processes to cater to the changing borrower persona.

Customer Relationship 52

Customer Relationship Artificial Intelligence Social Media AI 52

Zendesk

AUGUST 24, 2021

They typically have fewer customers than B2C companies, making it imperative that none of them slip through the cracks. B2Bs also often sell large, complex, and pricier products or services, so more is at stake in a B2B customer relationship. Here’s how B2B providers from three sectors approach customer service.

B2B 98

B2B Customer Service B2C Finance 98

Lightico

JULY 2, 2024

The auto finance industry in particular, with its high-volume sales, dealership networks, and a highly securable and movable asset, faces mounting challenges, ranging from stringent compliance requirements enforced by the CFPB to the complexities of loan servicing, strict documentation, and vehicle repossession processes.

Compliance 52

Compliance Finance Data Entry Legal 52

PeopleMetrics

DECEMBER 12, 2017

“Customer Experience Management (CEM) and Customer Relationship Management (CRM) are the same, right?”. While it may be true that at their core, both systems revolve around the key interactions a customer has with your brand, CRMs and CEMs serve distinctly different purposes and operate from two contrasting angles.

CEM 84

CEM CRM Customer Relationship Management VOC 84

Zendesk

MAY 11, 2022

At Zendesk, we’ve long talked about the value and importance of fostering customer relationships. They are the foundation upon which customer loyalty is built, and these customer relationships are anchored in conversations. Let us know if you are interested in participating. It’s all powered by Sunshine.

CRM 98

CRM B2C Compliance Customer Relationship 98

Intercom

JULY 25, 2022

With all of these pain points and lost opportunities, it’s no surprise that nearly half (48%) of respondents say they are investing in new or improved customer engagement technologies – such as customer relationship management (CRM), artificial intelligence and machine learning, and data analytics in the next 18 months.

Artificial Intelligence 104

Artificial Intelligence Outlook Machine Learning Manufacturing 104

ClientSuccess

JANUARY 12, 2022

Keeping executive contacts in the loop on customer situations is a critical part of setting up customer success as a company-wide initiative and ensuring that every department – from marketing to finance – is fully aware of customer relationships and how your customers are driving your company forward. .

Finance 75

Finance Customer Relationship 75

Help Scout

AUGUST 17, 2021

We know cash rules everything around us, but there are plenty of rules around cash too, and that’s just one of the challenges to delivering great customer service in finance. There are also customer relationships and expectations to manage. When you put all that together, it’s clear that working in finance is complicated.

Customer Service 82

Customer Service Finance Start-ups Legal 82

ClientSuccess

MARCH 21, 2023

In the past decade, CRMs have revolutionized customer relationships. From tracking prospects to recording sales interactions – teams can unlock incredible insights with a good Customer Relationship Management platform. But what happens once customers become clients?

CRM 75

CRM Sales Finance Customer Relationship Management 75

CommBox

SEPTEMBER 13, 2021

The top 5 industries profiting from the adoption of chatbots are real estate (28%), travel (16%), education (14%), healthcare (10%), and finance (5%). Use Chatbots to Maintain Customer Relationships 24/7 . Use bots to maintain customer relationships and generate sales over time. .

Sales 98

Sales AI Healthcare Omnichannel 98

ECXO

JULY 8, 2024

This approach is challenging because decisions made using enterprise technology may require clarifying for customers and users how each interaction and process can impact their finances, existing customer relationships, partnerships, and ultimately, retention, ROI, loyalty, and growth.

Touchpoint 156

Touchpoint Technology Technology VOC 156

SurveySensum

MARCH 10, 2025

Enhances customer feedback analysis : Organizes and categorizes feedback from multiple channels, providing a holistic view of customer experience. Impact – Stronger customer relationships, better product innovation, and a customer-centric approach to business strategy.

AI 52

AI Text Analytics Compliance Sentiment Analysis 52

ClientSuccess

DECEMBER 28, 2020

Over the past several years, customer success has gone from a department only forward-thinking organizations had to an integral part of every single SaaS company in the world. Understand how each stage of the customer journey impacts the customer.

Finance 88

Finance Customer Relationship Management Education Customer Relationship 88

CommBox

FEBRUARY 2, 2022

Exceptional customer experience. Faster response to customers. Stronger customer relationships. Saves customer service costs . Define your chatbot’s desired areas of expertise (finance, real estate, eCommerce, etc.) CAI” helped Clarks: Resolve more than 30% of customer interactions.

Real Estate 98

Real Estate Artificial Intelligence Omnichannel Finance 98

CommBox

OCTOBER 5, 2021

That’s why more than 50 million businesses worldwide use WhatsApp to offer services and products, get new leads for sales and manage customer relationships. Then, we’ll explain how to use WhatsApp Business to get new customers, generate more sales and increase revenue. Exceptional customer experience.

Sales 98

Sales AI Omnichannel Artificial Intelligence 98

Intercom, Inc.

OCTOBER 7, 2020

Basecamp has customers that have been with it for over a decade, since the product first launched. Support can increase LTV if it preserves the customer relationship. Great customer support can act as a clear differentiator in your sales and marketing efforts. Support to distinguish.

Manufacturing 196

Manufacturing Customer Retention Sales Start-ups 196

Hodusoft

MARCH 26, 2025

Automatic Call Distribution As call centers of e-commerce companies deal with a large number of contact requests ranging from product inquiries, order status, returns, or technical support, they need to manage and route inbound customer calls to the right department. The functionality helps avoid overloading specific teams.

E-commerce 52

E-commerce Contact Center Omnichannel Net Promoter Score 52

Totango

JUNE 26, 2020

As SaaS customers tighten their belts to survive the pandemic, there are expected to be major to severe revenue losses across more than half-a-dozen critical industries, including banking and finance, telecommunications, manufacturing, and others. This reduction in cash flow is likely to increase rates of SaaS customer churn.

Customer Retention 98

Customer Retention Manufacturing Finance Touchpoint 98

Hodusoft

OCTOBER 26, 2021

The one point every business harping upon over the last two years unanimously is customer experience. Any customer service leader will tell you that customer experience has always been a second fiddle— the lowest rung in the rank of elites among sales, marketing, and finance. Automation to save time .

Contact Center 98

Contact Center Omnichannel Artificial Intelligence Machine Learning 98

Hodusoft

MAY 24, 2022

It facilitates swift and easy data transfer to other departments such as HR, Finance, and IT. It enables seamless interaction with many commercial applications, including customer relationship management (CRM) and enterprise resource planning (ERP) systems. Offers more features.

Contact Center 98

Contact Center Finance Omnichannel Customer Relationship Management 98

SugarCRM

MARCH 24, 2025

What we'll Cover: How Epicor ERP Can Also Support Your Customer-Facing Teams If your business relies on Epicor ERP, you already know how valuable it is for managing operations, inventory, and finance. But did you know that the same data that powers your business processes can also help improve sales and customer service?

Sales 26

Sales Finance Artificial Intelligence Data Entry 26

SugarCRM

MARCH 24, 2025

What we'll Cover: How Epicor ERP Can Also Support Your Customer-Facing Teams If your business relies on Epicor ERP, you already know how valuable it is for managing operations, inventory, and finance. But did you know that the same data that powers your business processes can also help improve sales and customer service?

Sales 26

Sales Finance Artificial Intelligence Data Entry 26

TeamSupport

JULY 27, 2020

How can you get off on the right foot with new customers? Assure the customer that they made the right choice. Even as the ink dries on the contract, it’s time to begin preparing a newly-cemented customer relationship for success. To make a customer feel like the choice was the right move, get started on a positive note.

B2B 90

B2B Start-ups Finance Customer Relationship 90

ClientSuccess

MARCH 5, 2020

This is where customer success platforms come into the picture. These team-specific solutions help customer success teams access the tools and solutions they need to build strong, long-term customer relationships.

Finance 64

Finance Sales Customer Relationship 64

Retently

MARCH 23, 2023

There are two lessons here for businesses aiming to improve retention, increase customer satisfaction, and foster loyalty. First, poor service can and will hurt your customer relationships. However, every business – from technology to finance – is subject to public opinion.

Net Promoter Score 97

Net Promoter Score NPS Finance Customer Satisfaction 97

TeamSupport

JUNE 18, 2020

In Part 1 of this series, we discussed some strategies for helping to navigate new B2B (business-to-business) customer relationships during uncertain economic times. But what about existing customers? Instead, come to the table with flexible solutions to buy them a few months to get their finances in a better place.

Sales 59

Sales B2B Customer Experience Finance 59

SurveySensum

DECEMBER 30, 2024

ClientSuccess ClientSuccess is a powerful customer retention and growth platform, making it a solid choice among CustomerGauge alternatives. It simplifies customer success by centralizing key data, so businesses no longer need to rely on multiple tools to manage customer relationships.

Sentiment Analysis 52

Sentiment Analysis Machine Learning NPS B2B 52

Aquire

MAY 21, 2021

Omnichannel automotive experiences integrate all the various physical and digital ways you engage with customers into one coherent whole so that the customer experience remains consistent regardless of where and how they interact with you. This continuity is crucial in building successful customer relationships.

Omnichannel 98

Omnichannel Customer Experience Retail Touchpoint 98

CommBox

FEBRUARY 9, 2022

Unified customer experience. More loyal customers. Finance – Advise and Sell at Scale Across Multiple Channels . Add an agent or a customer’s family member to a conversation when help is needed. . Keep a Close Customer Relationship Using Chatbots for Financial Institutions . Improved ROI.

Sales 98

Sales Omnichannel Finance CRM 98

Intercom, Inc.

JULY 21, 2022

What started as a series of interviews by co-founder Des Traynor soon bloomed into hundreds of episodes where we explore how businesses are driving growth through customer relationships and how to build successful products at scale.

Start-ups 215

Start-ups E-commerce Engineering Customer Acquisition 215