Earlier in the week we talked about the first steps to “How A Single View of Your Customer Helps You Better Manage your Customer Service”
Now we will be continuing our steps by taking you from point of delivering your product/service all the way through to renewal/returns. (more…)
One thing we all have in common in this modern world, is that we have all, at some point in our lives, been on the receiving end of poor customer service.
Don’t get me wrong, a career in customer service is not an easy one, and I’m sure there are many service providers out there who have been wrongly on the receiving end of an angry customer, for reasons out of the businesses hands, that’s another topic in itself. It is hard, however, to ignore that one thing companies often fail on heavily is providing a timely, easy to access and appropriate level of service for their customers. (more…)
Tracking key information across global, regional and departmental levels is often hard enough without considering multiple Salesforce orgs in your business.
If you’re here, then you may already know what a Salesforce org is, but if not, we have a definition available straight from the horse’s mouth:
“A deployment of Salesforce with a defined set of licensed users. An organization/org is the virtual space provided to an individual customer of salesforce.com. Your organization includes all of your data and applications, and is separate from all other organizations.” (more…)
The terms “Single View of a Customer” (SVC) and “360-degree view of your customer” are often bandied about amongst marketers and sales people. Day-in and day-out, we collect information about our customers to use for analysis, forecasting and budget planning.
The first thing a sales person is required to do after being introduced to their territory is to find out everything there is to know about their accounts. What did their customers buy? What “pain point” did the product address? How much did the customer pay for it? Did they pay on time? Were there any issues with delivery/implementation of the product? (more…)