Financial Services The Ultimate Sales Process Guide

Zylker Garments is a clothing store based out of San Francisco, California. It also runs its sales online and sells a range of clothes from different brands inspired by comfort and style. Over the past six months, the company has been noticing its sales trend going south. After much deliberation, the team at Zylker learned that their low sales volume was a result of not paying complete attention to their customers’ requirements, and thus not understanding their needs. How can this issue be resolved? The company can create buyer personas for its customers in order to understand their requirements better and thus ensure that they cater to their customers’ needs In this ebook, we’ll delve into the following topics • What does the term “buyer persona” mean? • Why is it important in a business? • How do you build a buyer persona? • What role does Zoho CRM play in creating a buyer persona? Download Now

Welcome to the Enterprise Customer Engagement Platform (CEP) Buyer’s Checklist, an interactive document designed to assist enterprise marketers like you in navigating the complex process of selecting the right CEP. This 40-step checklist will help you understand consumer behavior shifts, evaluate the impact of customer engagement, and assess essential features for enterprise scale. Whether you’re looking to enhance customer interactions, integrate multiple systems, or get a 360-degree view of your engagement data, this checklist will be your roadmap to making an informed, strategic decision Download Now

How to choose a platform that delivers effortless experiences for your customers and agents Evaluating customer service software can be hard. Even for the most experienced CX professional. After all, selecting the right customer service software requires juggling a wide range of priorities across the organization. Priorities defined by line-of-business (LOB) managers, contact center leaders, and IT teams. As someone leading the charge for change in your organization, here’s what you need to keep in mind to make the right choice: Diverse stakeholder expectations:Each business function has its own goals, needs, and objectives — and not all of these align with those of the customer service team. You can significantly enhance the evaluation process by gathering inputs and finding common ground. Return on investmentFor a software purchase, licensing costs are only the beginning. There are also customization, installation, and maintenance fees to consider. It’s important to be aware of the total cost of ownership when purchasing customer service software. Clear business rationaleJust because a platform looks good, doesn’t mean you’ll love it. What makes this software the right choice for the business? Why does it beat out its competitors? When is it projected to yield returns? Be sure can answer these questions and have a clear, compelling business case. Effort of implementation and useNo matter how robust a new platform may be, if it is difficult to implement or use, adoption and satisfaction will suffer. Hard-to-use customer service software impacts your agents’ ability to deliver effortless service experiences. The platform you choose must be easy and intuitive for your agents to navigate. This buyer’s guide will help you select the right customer service software for your business — one that is is capable of delivering effortless customer service experiences and offers the fastest time-to-value. Download Now