Financial Services The Ultimate Sales Process Guide

A nasty combination of rising marketing spend and declining traffic is sweeping across digital, creating a significant deficit for digital leaders to overcome. In 2023, marketers poured more budget into paid channels than in 2022, surpassing $1 trillion in ad spend for the first time, and the top paid traffic sources each logged double-digit increases.1 Despite these efforts, however, total web visits fell -3.6% yearover-year. The combination of higher spend on paid sources and fewer visits inflated the cost per visit by +9.4%. Digital teams now face an uncomfortable reality: It takes more spend to attract a smaller crowd A visit has never been so valuable. The pressure is mounting on digital teams looking to drive results from these increasingly precious visits. They’ve responded by loading up on optimizationpromising apps and solutions, from AI-infused chatbots to live event streaming and more. Sites have more sizzle than ever. But these apparent ‘solutions’ only mask—and often contribute to—a fundamental issue negatively impacting digital journeys. That issue is frustration. While encouraging advances were made in reducing friction in the experience in 2023, it still impacted 2 out of every 5 user sessions in some way. Frustration can have painful consequences on customer engagement, and digital teams need to continue to combat it in 2024. We’re here to help them do that This year’s Digital Experience Benchmark Report dissects the entire digital customer journey, sharing the most important digital KPIs and surfacing frustration (and its impact) so it can be identified and eliminated. Along the way, we provide insights to help digital leaders optimize their experiences and fully capitalize on every ever-more valuable visit in 2024. Download Now

To quickly scale your customer service organization, you need to continuously rethink how to best provide support, what kind of people and skills you need, and how you’re going to organize it all. That’s what this guide is all about. It’s the lessons we’ve learned at Zendesk over many years of rapid growth and—as a result—how we structure our customer service organization around specific teams, tiers, and roles. We define success as a combination of people, process, and technology —where the people part always comes first. One of our most important initiatives over the last several years has been our focus on building that people-first approach to customer service. Key to that is providing well-defined roles and performance expectations, which gives everyone on the team an understanding of what they should be achieving and their career path options and goals to work toward. This guide represents the work of many present and former Zendesk support team leaders who managed the support organization to keep pace with the company’s growth and to continuously provide a great custome support experience. What you’ll find here is a framework of the core elements of a customer service organization that you can use to build out your own organization Download Now

Consultants can make their sales process much simpler by recognizing that there are proven methodologies and technologies out there that can help In this guide, we’ll show you how to optimize your sales process to generate more leads and close more deals You’re going to learn: • How to fully understand your target market and buyers • How to create a process that guides prospects from discovery call to sale • How to train your sales teams and consultants to more effectively attract new clients • How to stand out against the competition • How to build a brand based on expertise • Four proven techniques to generate leads for your sales pipeline Despite the challenges consultancy services are facing on a global scale, the industry is still growing. This guide will help you continue to grow with the industry. Download Now