Teams | Collaboration | Customer Service | Project Management

September 2021

How to upsell: Tips and tricks from the pros

Longtime customers are the lifeblood of a business. According to Marketing Metrics, you are 14 times more likely to sell to an existing customer than you are to attract a new one. What’s more, acquiring a new customer can cost five times more than simply investing in retaining one you already have. Upselling to existing customers is essential to growth.

15 essential sales skills and qualities, according to experts

The pressure is on as a sales professional. You must keep up with constant changes in buyer behavior while connecting with potential customers, nurturing leads, and closing deals—all in hopes of hitting your sales targets. Handling so many tasks at once certainly isn’t easy, but you can thrive with the right set of sales skills and qualities in your arsenal. If you want to learn how to be a better sales rep, start by mastering these essential selling skills.

Virtual leadership: Managing sales teams remotely

In many ways, the pandemic has forced sales teams to become more efficient. Many teams have switched to a digital-first approach, which allows for more interactions on a daily basis. It also means spending less time and money on commuting and traveling. However, remote sales teams have a bigger hurdle when it comes to forging genuine human connections—and not just between sales representatives and customers, but also between one another.

Customer acquisition cost (CAC): How to calculate and improve it

Customer acquisition cost (CAC) was on the rise for many companies prior to COVID-19. According to ProfitWell, CAC for businesses increased by approximately 60 percent between 2014 and 2019. But since the onset of COVID-19, brands have actually been acquiring new customers more cost-effectively. McKinsey & Company reports that the shift to digital sales led to 30 percent higher acquisition efficiency for businesses.

Virtual selling: What success in virtual sales looks like

Remote sales have become increasingly common, but it took a pandemic to truly establish virtual selling as the new normal. A McKinsey survey conducted in the wake of Covid-19 found that over 75 percent of buyers and sellers alike now prefer virtual sales meetings over face-to-face interactions. And just 20 percent of B2B buyers said they wanted to go back to in-person presentations of the past. This would seem to be the evolution of the classic “road warrior” salesperson.

How to create a successful sales plan (+ a free template)

Picture this: You’ve just taken on responsibility for a new sales team. You set out to craft an annual sales plan, but you quickly discover that you’re missing key insights and data points. You don’t know what the market for your product looks like, how many sales agents you’ll have on your team, or how much revenue your company made last year. To write a successful sales plan, you’ll need that critical information.

Report: The State of CX Maturity Among SMBs of Asia Pacific

Businesses of all sizes need to prioritize customer experience (CX), but it can be hard to know where to focus your efforts as we navigate uncertainty in a post-pandemic world. To help businesses make good, data-driven decisions, Zendesk partnered with ESG Research to build a framework around CX maturity and CX success.

The best ways to protect customer information in CX

Digital customer experiences are critical for surviving in a connected world. According to a survey of C-suite executives, more than 70% of CIOs increased investments heading into 2021 to improve customer experience. At an increasing rate, restaurants have adopted app delivery services, fitness memberships pivoted to virtual exercise experiences, retail now rely heavily on e-commerce, and office work accelerated business services like Zoom, Slack, and DocuSign.

16 cold calling scripts and what you can learn from them

Contrary to what you might expect, potential clients are often receptive to cold calls. A study by Rain Group found that 82% of buyers are open to booking meetings when sales reps reach out. Nevertheless, cold-calling and discovery calls can be terrifying for many sales reps. You’re trying to sell a new prospect on a product they know little or nothing about.

Zendesk for Financial Services

In the world of banking, insurance, wealth management, or investments, delivering seamless support at scale can be a challenge. With Zendesk, all of your client data is in one place—which allows your team to give advice and answer questions faster. And with the highest standard of data security, you can ensure that all of it stays safe and sound—giving them peace of mind and a better experience.

Zendesk's 2020 global impact report

Zendesk continues to strive to be an empathetic, active and responsible corporate citizen. As a company that builds software to improve customer relationships, we take a service-first approach when it comes to all our stakeholders: our customers, our employees, our partners and our communities. With that in mind, we are releasing our second Global Impact Report, and like a product release, we aim to do better every time.

Why companies need customer tutorials [+ how to create them]

There’s nothing more frustrating than making a purchase and discovering you don’t know how to use the item you just bought. The situation can be equally upsetting for the business selling a product or service. If a customer doesn’t know how to use it, they won’t see its value—a recipe for churn. This is why customer tutorials are a valuable tool in your company's mix of marketing and customer support content.

What is run rate? ARR definition, formula, and examples

A run rate is a rough estimate of a company’s annual earnings based on monthly or quarterly financial performance data. Often called an annual run rate, or ARR, this number is usually calculated by taking the revenue results (using a revenue formula) from either a single month or a single quarter and annualizing the sales data to forecast what the company’s total profits will be that year.

What is Customer Service Week? +8 virtual ways to celebrate it

Customer service jobs can be tough during normal times, but the pandemic has made things even harder. Over the past year, customer support agents have been dutifully fielding a sky-high number of queries from customers worried about canceled flights, ambiguous insurance conditions, delayed packages, and other urgent and emotionally-loaded issues. Customer engagement has reached record highs all while service representatives have been adjusting to longer hours, new technologies, and remote work.