Teams | Collaboration | Customer Service | Project Management

November 2021

30-60-90 day sales plan for managers, reps, and sales territories

A new sales rep isn’t going to magically outsell the top performers the first day on the job. Before a new rep can begin to hit and exceed quotas, they need time and a well-defined plan. One of the most popular plans for success in a new environment is the 30-60-90 day plan. In this guide, we’ll show you how to create a useful three-month plan for managers, sales reps, and new territories.

8 ways to adopt and grow a customer service mindset

Customer service is a vital part of not only the customer experience but also the success of a business. It doesn’t matter through which channel customers ask for help, it needs to be executed well. Get it wrong and a lot of other pieces of the customer experience and the customer relationship with your brand will fall apart. Ninety-six percent of consumers around the globe believe customer service is an important factor when it comes to brand loyalty, according to a Microsoft study.

Try The New Vivantio Tour

Have you tried out our latest free self-guided tour of the award-winning and highly rated Vivantio service management solution? We just upgraded our “no obligation” tour that now dives even deeper into our flexible unified service management platform providing you with more insights on: Discover how Vivantio can empower your teams to elevate the customer experience and take the tour today!

A Comprehensive Guide to Understanding Customer Effort Score

We’ve all experienced bad customer service at one point or the other. And I’m sure we can all agree upon the fact that it can be extremely frustrating and time-consuming. But no brand wants to piss off customers on purpose. No brand wants to make their customers spend extra time and effort when they need help. So, where does the problem lie then? A lot of companies don’t consciously factor in customer effort when designing experiences.

Coppel Wins Best Service Desk Improvement Project at the 2021 IT Service & Support Awards

Coppel, one of the leading department stores in Mexico, has been awarded Best Service Desk Improvement Project at the 2021 IT Service & Support Awards LATAM. The Service Desk Institute's IT Service & Support Awards seek to highlight the achievements of IT organizations as well as leaders working in the Digital Service Management and Technical Support industry.

What are KPIs for sales? Sales KPIs definition and examples

Measuring sales success isn’t as simple as it sounds. There are many ways to assess sales numbers and customer growth, so the task can quickly become overwhelming. Before you know it, you have contradicting statements and you’re forced to start all over again. This is where KPIs, or Key Performance Indicators, are essential. In this piece, we’ll discuss what KPIs are, which KPIs to use in certain situations, and how to implement KPIs in your sales team.

Sales promotion: Definition, examples, ideas, and types

No matter how successful a business is, every company is going to find moments where they need a sales boost. It might be towards the beginning to build a customer base, or somewhere down the line when sales are slow. This is the time for a sales promotion. In this piece, we’re going to discuss what a sales promotion is, the types of sales promotions, the pros and cons of using them, and the best strategies for your company.

What is B2B sales? Business-to-business meaning and strategy

Even though most of us hear "sales" and jump to the image of an individual buyer in a store, it turns out that the majority of sales money doesn’t come from customers but from other businesses. In fact, B2B sales are projected to bring in approximately three times the revenue of B2C sales by 2023.

Percentage of sales method: What it is and how to calculate it

Most businesses think they have a good sense of whether sales are up or down, but how are they gauging accuracy? With shifting budgets and different departments needing more or less from the company every month, having a precise account of every expense and how it relates to future sales is a must. That’s where the percentage of sales method comes in handy.

Service Desk Performance Benchmarks and Their Ultimate Value

So you’ve got your service desk up and running. But how do you know that it’s running the way it’s supposed to be? Service desk performance is measured across many domains, so it’s not always clear-cut whether any optimization is necessary. Getting the right service desk benchmark can go a long way towards helping you make the best out of your brand new IT solution. Let’s talk about it.

Best Way To Boost Monthly Revenue

As businesses struggle to make up for lost time, the pressure on finding extra revenue continues. If you are looking exclusively at your sales team to drive KPIs like Monthly Recurring Revenue (MRR), you might be missing a major opportunity. Watch the video to learn how the shortcut to higher MRR runs through Customer Service. Ready to learn more? Click below to sign up for your free demo.

Customer Experience in 2022 - Ft. Nick Mehta (CEO of Gainsight) & Puneet Mehta (CEO of Netomi)

Nick Mehta and Puneet Mehta have an insightful discussion, unpacking the future of CX and how to finetune your CX strategy for 2022 & beyond. Nick Mehta is CEO of Gainsight, the Customer Success company that helps businesses improve customer retention, accelerate expansion and capitalize on customer advocacy. He is the co-author of “Customer Success: How Innovative Companies Are Reducing Churn and Growing Recurring Revenue,” the authoritative book on the field.

Aligning sales and customer service: How and why

Sales and customer service should be a natural fit. Both teams work to create successful customer interactions and move the company forward. It stands to reason that they should easily support one another—unfortunately, that’s rarely the case. Because sales and customer service (CS) teams are focused on different metrics, they rarely interact with each other. Sales teams, for instance, key in on sales metrics like win rates, while CS keeps an eye on tickets closed and CSAT.

How To Strengthen Self-Service With Effective Knowledge Management

“By 2022, we’ll be talking to bots more than our own spouses.” – Deloitte Rapid technological advancements have pushed businesses to make all information available at customers’ fingertips to deliver a seamless digital experience. Customers today prefer to be self-sufficient. 40% of consumers1 now prefer self-service over human contact.

Sales volume: Definition, formula, and how to increase it

When you think of measuring your company’s success, what markers come to mind? Perhaps you consider revenue KPIs or customer enrollment. Maybe you dream of your run rate increasing as your cost of sales decreases. No matter what success looks like to you, it’s unlikely you measure it in sales volume. But perhaps it’s time to start. Sales volume is a largely overlooked measuring tool, but its benefits to your company can’t be ignored.

Hard sell vs. soft sell: Definition and examples

There’s no perfect approach to sales psychology. Sales tactics are ever-changing based on the market, your products, your company, and your customers. That said, most sales tactics fall into either a hard or soft sell category, and understanding the difference between those categories is crucial to your sales success.

How to build customer trust: 4 things to start doing today

In the early 2010s, the Age of the Customer emerged. Consumers were more connected than ever before, and as their access to information and resources grew, so did their expectations. The Age of the Customer continues today—and the data shows it. Gartner research reveals that 74 percent of customers expect more from brands, not only in their products and services but also in how they treat their customers.

3 Questions To Ask About Pricing - Vivantio Vibe Podcast

When it comes to deciding on a service management solution, pricing matters. But nobody likes surprise charges popping up! That's why comparing platforms simply on an advertised monthly charge per seat is not the answer. Cheaper isn't always better. Vivantio's Director of Digital Marketing Todd Carruth provides 3 questions you can ask to protect yourself from unwanted surprises when selecting your service management solution.

Vivantio's New Integration with Microsoft Power BI

As a provider of a Unified Service Management Platform, Vivantio allows you to seamlessly switch on integrations with virtually any other essential business application for a holistic view of your customers. Whether it’s JIRA, Active Directory or, as we will show you today, Microsoft Power BI, you can easily use these tools in concert with each other to get the data your team needs.

Sales operations: What it is and why you need it

Sales operations refers to any tool, plan, or training your company uses to enable its sales staff to deliver their best work. It may seem like a vague term, but having a clear sales operations plan can greatly increase the success of your sales team. Below, we’ll explore the details of sales operations and how this flexible methodology can deliver some serious benefits to your company.

Net Promoter Score: Your Personal Guide to Customer Satisfaction

There are many ways to measure customer satisfaction but the most effective way of doing so is by measuring your Net Promoter Score (NPS). You may already be using a few simple metrics such as Customer Satisfaction (CSAT) to monitor how happy your customers are. These metrics can play an integral role in ensuring that your brand consistently provides a great customer experience.

4 Important Things to Consider When Creating an ITSM SLA

Service level agreements (SLAs), if used correctly, can be one of the most important tools in a service-oriented organization. Done well, they communicate what’s expected of all parties and can go a long way to improving the relationship between the business and its IT organization. Some would even argue that good IT service management (ITSM) is built on a bedrock of SLAs (as well as continual improvement). Here are four tips for building more effective SLAs.

5 Examples of How Gamification Can Improve Your Results

Gamification has become a go-to tool to improve participation and engagement in many contexts. Education is a big one: apps like Duolingo use game elements such as badges, streaks, and leaderboards to encourage learners and increase their engagement. With the shift to remote work, employers and HR managers have been looking into ways to improve employee engagement. Gamification is one of the best options for this.

What is a sales budget? Use, example, and purpose

Every company needs a sales plan. Without a plan, it’s easy to lose track of sales goals, lose momentum, and ultimately, lose money. Sales budgets can help—they make it easier to form concrete sales plans and greatly simplify sales management. In this article, we’ll cover what a sales budget is, why it’s important, and how to best create one for your business. We’ll also explore a few examples of sales budgets for different tracking periods.

Travel chatbots: top examples that travelers and businesses love

How are travel companies performing today when it comes to support? In a recent experiment covered by NASDAQ, customer service quality was tested and measured across 3,000 of the top global travel and hospitality brands worldwide. Let’s just say there’s lots of room for improvement. To remove stress and surprise and delight customers with effortless experiences, companies are adopting AI-powered travel chatbots to engage with guests at every step of the customer journey.

How to create a sales report (+4 free templates)

Are your sales reps on track to meet sales goals? What led to a bad quarter, and how can you fix it? Do you have enough prospects in your sales funnel? Answering these questions without accurate data is impossible—this is where sales reports come in. They detail all sales activities and offer key insights, helping sales managers plan ahead and build sales strategies. But the way sales leaders create their reports matters.

Creating a sell sheet: Sell sheet examples, template, and design

In a perfect sales world, there would be enough time and resources to give a relaxed, in-person sales presentation to every single prospect. There’d be coffee and bagels, and you’d have the chance to lay out every detail of your company and products. Unfortunately, that’s rarely the case. Because time and resources are scarce—and you may be reaching out to hundreds of prospects in a short amount of time—a solid sell sheet is a must.

8 Help Desk Manager Interview Questions You Should Be Prepared to Answer

Whether it’s managing workgroups in an efficient way or spotting and solving issues that might arise when dealing with large groups of team members and customers; Help Desk Managers are, above all, problem-solvers, motivators, and all-around natural leaders.

How to lead a digital transformation

​​When the pandemic first disrupted business as usual, Zendesk was one of the earliest adopters of the new normal. “I think we were one of the very first organizations to make the decision that all of our sales were going to be 100 percent remote indefinitely,” says Monica Telles, VP of Zendesk Sell.

Vivantio Review Roundup

When it comes to evaluating software solutions, it's best to hear from someone who's actually tried the product and provided honest feedback. In fact, according to a study from Google, 89% of B2B researchers use the internet during the B2B research process and over 90% of consumers will read online reviews as a trusted source of information. So here are some excerpts and links to many popular software review sites that share why Vivantio is rated best value by professionals just like you.

Zendesk Introduction to Foundational Support

Learn how to create the best experience for your agents using Zendesk’s foundational support solution, and learn the key features of the ticketing solution to meet your business goals. This video is part one in a series. The Zendesk Foundational Support learning path contains courses, lessons, downloadable content, and short quizzes to help you learn the Zendesk ticketing solution.

Vivantio Named Best Customer Service Management Software Provider 2021

November 1, 2021 - Vivantio, a leading provider of customer service optimization software and solutions for demanding B2B service teams, has been named Best Customer Service Management Platform - USA by Acquisition International's Corporate Excellence Awards.

Customer success vs. customer experience: What's the difference?

How are customer success and customer experience different? If you don’t know the answer to this question, you’re certainly not alone. The two concepts are often confused because there are some similarities and overlaps. Though they’re both customer-centric roles, customer success and customer experience teams perform distinct functions.

How Major Pharmacy Store Chain Optimized the Number of Agents by 30%

Peoples Bank is one of the leading locally-owned and operated community banks in Washington state, meeting the financial needs of businesses and families in Whatcom, Skagit, Island, Snohomish, King, Chelan, and Douglas Counties. The bank is closely held and operates three principal business units: business banking, retail banking and home lending.