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By: Data Stax     Published Date: Oct 14, 2016
Financial services companies engage with customers across multiple channels and across a range of financial products. This wealth of customer information is often stored in isolated data silos. Building a 360° view of the customer can directly impact customer experience and help banks grow customer retention, upsell products and provide compelling interactions. This paper examines the challenges these institutions face when creating a 360° view of every customer interaction, what database requirements the lines of business should look into, and use cases to benefit from by leveraging DataStax Enterprise, the database platform purpose built to power cloud applications.
Tags : datastax, netflix, mint bills, digital, personalization
     Data Stax
By: IBM     Published Date: Aug 16, 2016
Read this white paper to learn how to: - Use B2C best practices to meet buyer expectations for enhanced online experiences - Deliver multiple combinations of products and services for faster, streamlined quoting and ordering - Support complex buying cycles and selling executions across channels and markets—and around the world"
Tags : ibm, b2b, business to business, commerce, b2b commerce, online shopping, online commerce, b2c, enterprise applications, business technology
     IBM
By: IBM     Published Date: Apr 26, 2017
"Business buyers are shopping online as private consumers and they expect the same experience when purchasing business products and services online. While B2B organizations can learn from B2C online retailers in terms of user experience, B2B selling is much more complex. Read this white paper to learn how to: Use B2C best practices to meet buyer expectations for enhanced online experiences Deliver multiple combinations of products and services for faster, streamlined quoting and ordering Support complex buying cycles and selling executions across channels and markets—and around the world"
Tags : b2b commerce, efficiency, online retail, buying cycles, b2b selling
     IBM
By: Datastax     Published Date: Apr 04, 2017
Banks are at an inflection point. According to a recent research by Viacom, 1 in every 3 U.S. consumers are open to switching banks in the next 90 days. Financial services companies need to break through the competition to gain customer trust and loyalty. Building a 360° view of the customer can help banks grow customer retention and loyalty, upsell high margin products and provide compelling interactions. However, this is no easy task as complexity increases when retail banks engage their customers across multiple channels and financial products. Gaining visibility into every customer interaction, across your business silos, and with every engagement channel is critical to making the right decisions to deliver amazing customer experiences. This white paper examines the challenges Financial Services Institutions (FSIs) face when building a 360° view of the customer to transform their customer experience and how to overcome them.
Tags : datastax, competition, personalization, customer loyalty
     Datastax
By: Datastax     Published Date: Mar 06, 2018
Banks are at an inflection point. According to recent research by Viacom, 53% of consumers don’t think their bank offers anything different than other banks, 71% would rather go to the dentist than listen to what the banks are saying, and 1 in every 3 are open to switching banks in the next 90 days. This means banking institutions need to break through the competition to gain customer trust and loyalty. Building a 360-degree view of the customer can directly impact customer experience by helping banks grow customer retention and loyalty, upsell high-margin products, and provide compelling interactions.
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     Datastax
By: OracleSMB     Published Date: Jan 04, 2018
Sales drive growing companies, but net-new sales alone do not lead to profitability. New customers are expensive. To profitably grow, companies must focus on customer retention. And the key to customer retention is for all departments to be invested in the customer experience. The sales group needs to be able to provide service, and the service team needs to be able to sell. Customers demand it, and technology can deliver it.
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     OracleSMB
By: TIBCO Software     Published Date: Aug 13, 2018
Every financial services firm understands the importance of data. More is better. Sooner is better. Accessing it, understanding it, and taking advantage of it before the competition is better. In the mid-2000s, Financial Services was the first industry to strongly adopt data virtualization as a disruptive, new technology for accessing and integrating more data, faster and more easily than ever before. Buy and sell side groups at the largest institutions led the charge, followed soon after by risk management and compliance units. The leading mutual fund providers, along with hedge funds, led the next wave of adoption. In recent years, commercial banks and insurers have accelerated their use of data virtualization. And today, analyst firms such as Gartner, Inc. and Forrester project continued data virtualization adoption for both first-time use at new firms and expanded deployments at existing sites. This whitepaper provides 10 examples of TIBCO Data Virtualization enabled application
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     TIBCO Software
By: Salesforce     Published Date: Nov 26, 2018
Nucleus estimates that over 70% of companies using Customer Relationship Management (CRM) have not completely tied their systems to customer service. This report shows why they should. Learn how you can empower customer service to take advantage of untapped revenue opportunities. Key findings include: Customers interact with service five times more than sales Tying CRM to service empowers agents with critical customer information 80% of customers would be willing to buy from a service agent Empowered agents plus willing customers can generate greater upsell
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     Salesforce
By: FICO     Published Date: Dec 04, 2017
Whether you’re onboarding new customers, cross- or up-selling, getting your supply chain or logistics right, or even collecting unpaid debt, making the best choice of decisions means weighing not just what’s right for your department – but what is best for the business overall. Not to mention what is optimal for your customers and partners. And let’s face it, even with the availability of business intelligence and other analytic tools, it’s hard to know what constitutes the right actions to take in an era where Big Data consistently throws you curveballs. Prescriptive Analytics can help – but for most organizations, there are more questions and concerns than answers about how to implement it successfully. Read our white paper on how Prescriptive Analytics can transform your business decisions and actions – leveraging your existing analytics investment and organizational DNA while helping you drive transparency, customer experience, and profits
Tags : business, results, optimal, customer, experience, tools, analytics, big data
     FICO
By: Outreach.io     Published Date: Apr 09, 2018
Modern business-to-business (B2B) buyers have unprecedented access to information to support their buying process and, as a result, have become more self-reliant in the evaluation process. This has made B2B sellers’ jobs harder; not only do they have less control in earlier stages of the sales cycle, but they have to work harder to connect and engage with buyers, turning prospects into customers. Sales technologies have helped modernize how sellers and sales leaders manage their pipelines and execute contracts, but technology gaps around engagement persist, making it difficult for sellers to keep pace with, connect with, and support buyer engagement. The common outcome: Sellers become slaves to their CRM systems, focused more on updating reports and logging their activities than they are in driving business results.
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     Outreach.io
By: Rokt     Published Date: Dec 17, 2018
Today’s travel industry is sitting on a major opportunity to drive increased customer value and ancillary revenue both on its booking confirmation page and throughout the checkout experience. In collaboration with travel intelligence company Skift, this report reveals best practices for getting smarter in the transaction. With insights and examples from brands including Airbnb and HotelTonight, learn about the 3 P’s of upsells: Prioritization, Personalization and Presentation.
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     Rokt
By: TIBCO Software     Published Date: Feb 26, 2019
Every financial services firm understands the importance of data. More is better. Sooner is better. Accessing it, understanding it, and taking advantage of it before the competition is better. In the mid-2000s, Financial Services was the first industry to strongly adopt data virtualization as a disruptive, new technology for accessing and integrating more data, faster and more easily than ever before. Buy and sell side groups at the largest institutions led the charge, followed soon after by risk management and compliance units. The leading mutual fund providers, along with hedge funds, led the next wave of adoption. In recent years, commercial banks and insurers have accelerated their use of data virtualization. And today, analyst firms such as Gartner, Inc. and Forrester project continued data virtualization adoption for both first-time use at new firms and expanded deployments at existing sites. This whitepaper provides 10 examples of TIBCO Data Virtualization enabled applications f
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     TIBCO Software
By: Selligent Marketing Cloud     Published Date: Mar 07, 2018
20% of customers will be responsible for 80% of profit – or so says The Pareto Principle, also known as the “rule of the vital few.” So, while marketers are trying hard to increase market share, they should be equally (or even more) concerned about nurturing the customer relationships they already have. That means finding ways to strengthen bonds with your best customers and figuring out how to turn good customers into better ones. Personalization, truly helpful support, data-driven contextual marketing, re-engagement strategies, gamification… There’s an almost overwhelming number of options out there, each touted as your golden key to an enduring bond with your users. In the pages that follow, you’ll learn about five strategies to drive engagement and retention with actionable tips from Selligent clients – top brands that are at the forefront of creating and sustaining customer loyalty.
Tags : customer engagement, marketing strategy, customer retention, omnichannel, multichannel, automation, loyalty, crm, marketing, personlisation, campaign management, customer marketing, retention marketing, marketing cloud, marketing solution, marketing platform, artificial intelligence, prediction learning, product recommendation
     Selligent Marketing Cloud
By: Jive Software     Published Date: Jun 26, 2013
How many of your salespeople perform at their peak potential? Probably not enough. For decades, sales teams have depended on tools and practices that don’t maximize effectiveness and execution, because they don’t address key challenges at the heart of selling: getting reps trained and up to speed fast, keeping them aligned and ready to sell at all times, helping them work together to manage and complete deals efficiently. Learn how social business drives dramatic performance improvements for individual reps and sales organizations as a whole, as verified in a major new study by a top-three global consulting firm.
Tags : sales, sales performance, sales training
     Jive Software
By: Adobe     Published Date: Jun 22, 2017
Download our new guide, Your Most Crucial Conversation, to learn how you can use personalized, real-time offers to give your customers what they need, right when they need it—so you can earn their trust and keep them coming back for more. Read the guide to discover how to: • Break down internal silos and speak consistently to customers • Deliver contextually relevant experiences for upsell, cross-sell, loyalty and retention • Make the transition to real-time personalization
Tags : personalization, retention, conversation, cross-sell, customer loyalty
     Adobe
By: Tact     Published Date: Sep 06, 2016
Did you know that sales reps typically waste up to 16 hours per week on non-selling tasks? If your sales team is spending too much time on non-selling tasks, logging sales activities to Salesforce, hunting for customer information and documents, or copy-pasting data between separate systems, they might resist the rise of mobile CRM solutions like Salesforce1. However, it’s important to figure out how to enable these teams in the field, as 55% of salespeople will access sales applications exclusively through smartphones or tablets by the end of 2016. It’s not surprising that salespeople will increase their use of mobile apps 125% from 2015-2017. In this whitepaper from Tact, you’ll learn 1) common challenges facing field sales teams, 2) a framework for thinking about mobile sales productivity, 3) essential characteristics for evaluating mobile sales solutions, and 4) key trends in mobile sales.
Tags : salesforce, salesforce.com, crm, sales productivity, sales enablement, salesforce adoption, crm adoption, sales management, crm best practices, salesforce best practices, mobile applications, field sales, mobile field sales, tactile, tact, chuck ganapathi
     Tact
By: HP Data Center     Published Date: Apr 08, 2009
Unified Communications (UC) aims to unite securely and seamlessly all the different business communications channels that exist in a company. That includes voice, video, data, IM, mobility and the Web etc. This report examines in detail the key industry drivers and benefits that are inspiring large scale enterprises to adopt a Unified Communications strategy.
Tags : business communications, voice, video, data, mobility, industry drivers, unified communications strategy, just in time, jit, cross-functional, hp data center, cisco, crm, workflow, workforce management, total cost of ownership, tco, voice response (ivr), automatic call distributor (acd), disaster recovery
     HP Data Center
By: LogMeIn     Published Date: Oct 08, 2015
This paper shows how savvy sellers have discovered how to leverage quick online meetings to speed up sales cycles and close more deals. Savvy sellers are prepared, nimble and ready to pivot on a dime.
Tags : improve online sales meeting, online meetings, customer service, customer relationships
     LogMeIn
By: LogMeIn     Published Date: Nov 17, 2015
In this webinar, sales strategist, speaker and author, Jill Konrath shares: - Numerous ways to use quick, ad hoc online meetings. - How to leverage online meetings to speed up sales cycles and close more deals. - Strategies that savvy sellers use to make them an over-the-top success.
Tags : online sales, online meetings, webinar, sales strategies, logmein, business technology
     LogMeIn
By: ChannelAdvisor     Published Date: Jan 22, 2019
In this eBook, we’ll walk you through proven practices for supercharging your success across mission-critical marketing, selling and fulfilling activities.
Tags : ecommerce, retail, marketplace, amazon, advertising
     ChannelAdvisor
By: FICO EMEA     Published Date: May 31, 2019
The telecommunications market is highly saturated. In most of the developed world, nearly everyone who wants a mobile phone has one. There are opportunities for carriers to increase service usage or upsell customers on higher-value devices or services, but each new account generally comes at a competitor’s expense—so customer retention is crucial. Telecom service providers need to reduce losses, prevent churn and maximise revenue on their offerings. FICO’s Best Next Action™ technology can be an important tool to achieve all of these objectives, either by presenting new offer terms or cross-selling other products and accessories to enhance the customer’s telecommunications experience—the handset upgrade, better financing terms, insurance on the handset or a subscription service for content. o Prevent account churn o Optimise service utilisation o Segment accounts o Tailor the contact method to the account
Tags : telecommunications, advanced analytics, telco, customer retention
     FICO EMEA
By: Aberdeen Group     Published Date: Oct 19, 2011
A true 360 degree view of the customer is a win-win situation for all parties involved: buyers benefit from better service and efficiency, and sellers derive improved loyalty and, inevitably, more repeat business from established customers. This report will explore how Best-in-Class companies take a holistic approach to providing a complete, accurate and integrated view of customers to improve satisfaction and retention without losing sight of customer profitability. As a result of these strategies, companies with more accurate and timely information about their prospect or customer can more efficiently respond to communications, ensure customer satisfaction with better service, and drive toward a larger lifetime value of each account, customer or client.
Tags : aberdeen, technology, customer, up-sell, best in class companies, communications, customer satisfaction
     Aberdeen Group
By: Marketo     Published Date: Feb 11, 2019
Beyond the time-saving and efficiency benefits, marketing automation enables business processes that are essential to any modern marketing department. For B2B companies, this includes lead nurturing, lead scoring, and lead lifecycle management. For B2C companies, it includes cross-sell, up-sell, and customer loyalty. And for all companies, it includes marketing ROI analytics. Nurture relationships with leads that aren't ready to buy. On average, only 20% of leads are sales-ready when they first come in. This means you need a disciplined process – known as lead nurturing – to develop qualified leads until they are sales-ready. Done well, nurturing can result in 50% more sales leads at 33% lower cost per lead. Retain and extend customer relationships. The marketer's job is far from finished once someone becomes a customer. For most industries, the real value comes from retaining and deepening the customer relationship over time. This includes selling more of the same product to the cus
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     Marketo
By: Achievers     Published Date: Jan 17, 2014
Today’s workforce is fundamentally changing. Organizations are flatter, more agile, and require even better retention strategies. HR professionals and business leaders agree on the importance of attracting, retaining, and cultivating top talent. An employee rewards and recognition program that has the buy-in and support of business leaders can transform your corporate culture, making your organization a great place to work, building your brand as a top employer, delighting your customers with your service, and reaping the financial benefits that come from Employee Success. Download this white paper, Obtaining executive buy-in for recognition programs, and obtain best practices to sell the vision of a rewards and recognition program to your CFO.
Tags : employee success, employee recognition, employee engagement
     Achievers
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