Teams | Collaboration | Customer Service | Project Management

ITSM

HaloITSM Design - Tech Talk with Excalibur Data Systems

HaloITSM is a single, all-inclusive ITSM software solution. It will transform your current ways of working into intuitive, up-to-the-minute workflows, as well as give your teams the ability to deliver the very best service to customers and employees alike. It wont just standardize your processes, but it will also deliver valuable analytics, so you can match your IT delivery to the true needs of your business, present, and future.

Sales Engineering - The Key to Customer Service

Sales engineering is becoming increasingly more important for service-based businesses. It’s time to start paying attention to the role of technical sales in your business. The truth is, without technical sales, you cannot sell. If you want to deliver solutions that meet your target market’s needs, you must bridge the gap between internal teams and customers.

4 Reasons Why Sales Engineering Resources are Essential for Growth?

Sales engineers play a significant role in bridging the gap between internal teams and customers. This shared services team has product experts who possess a sound technical background and a deep understanding of customer expectations. With that, they support several business functions like Sales, Customer Service, Research and Development, and so on. Sales engineering professionals can wear many hats because of their in-depth understanding of the products and the business itself.

Do You Work In A Shared Services Team? Here's How You Make Work Easier

Shared services teams are often challenged with supporting many individuals within a company. Less resources, e-mail, shared inboxes, and disconnected systems are all issues these teams face. How can this be solved to make work more efficient, save time, and save money? StartingPoint is a simple SaaS customer operations and experience platform that helps organizations manage on-boarding, project management, service and helpdesk support, and task and team management in one unified solution. StartingPoint can be deployed and customized within one hour and no actions take more than 5 clicks.

Avoiding the Most Common Business Mistakes When Scaling Your Small Business

Scaling and generating more revenue without necessarily increasing costs is a good sign for your small business. But with the potential to scale by increasing sales volume comes the challenge of keeping the company’s operations and profitability stable. This is why companies emphasize the importance of operational efficiency.

Customer Success: Build Better Customer Relationships

Does your professional services firm invest in customer success? Studies reveal that customer-centric firms are 60% more profitable than their peers. That explains how important customer success should be to your business. Particularly, those offering professional services because such firms thrive on long-standing relationships with their customers.

Customer Service Teams Are Challenged | StartingPoint

Customer service is a regular challenge for service-based companies. Customers ask "What is the status of my request".."Did you receive my question?" .. "What is the status of my project?"... "Did you get the file I sent to you?"...All of these can lead to confusion. Service-based teams are also using a lot of different tools to support a customer and none of the tools talk together. These challenges lead to wasted time and money. How can service-based companies solve this problem?

Starting A Financial Services Agency - 5 Essential Tools & Resources

Starting a financial services agency has the potential to be a rewarding experience. The advancement of financial technology is rapidly transforming the sector. If you possess the skills to help individuals or organizations navigate the complexities of financial technology, your services could be providing clients with a tremendous amount of value. Financial services is a relatively broad term used to describe various offerings within the finance industry.

3 Ways to Improve Customer Experience and Help Your Business Grow

What is the fiercest area of competition among businesses today? It’s not just acquiring new customers, but instead, customer experience has become the most competitive area that can make or break any company’s success. Customer experience includes both customer service and customer engagement, so this category encompasses a broad field of factors to attend to.

Shared Services Teams Need to Focus on Customer Service Too

Companies deploy shared services teams to centralize and consolidate operations of multiple units. These teams can help sales, marketing, finance, legal, and other groups and each department is their customer. There are also shared services groups that are available to service many with few people, such as global marketing supporting field marketing or sales engineering with global sales. Most times this is done via e-mail with several people on :CC, spreadsheets, or not at all.