Leave No Sale Behind: Supercharge Growth By Integrating Sales With Service

Leave No Sale Behind: Supercharge Growth By Integrating Sales With Service

Hacksaw Ridge tells the true story of Desmond Doss who served as a combat medic in World War II at the Battle of Okinawa. He was the first and only conscientious objector to receive the Medal of Honor for actions above and beyond the call of duty during World War II. He brought belief, integrity, courage, and heroism together to deliver amazing results in saving lives as he charged into the hell of battle without a weapon.
 
Consistent with the US military code, he didn't want to leave anyone behind.

In business, customers seek one primary thing from salespeople: a solution to a problem or a challenge from someone who truly understands them. Every business should commit to not leaving any customer behind and therefore to empowering everyone in their team, from every facet of the business, to heroically deliver what customers expect and need... exceptional personal service.

The age of the empowered customer has kicked down those old cubicle walls that previously separated sales and service teams. Customers now expect personalized and unified information from the first person who answers their call, opens their email or reads their social message and it doesn’t matter to them which department they sit in. 

If a business can’t provide this experience, all it takes is a quick browse online for an eager competitor to pounce. It’s not only tech-savvy millennials who are voting with their feet -70% of consumers and 82% of business buyers surveyed in the recent State of Sales Report from Salesforce agreed that technology has made it easier than ever to switch suppliers or service providers.

So, is it as simple as rounding up your sales and service teams and throwing them in a room together? 

If only it were that easy.

Map the customer journey 

You would be surprised at the number of businesses, large and small, that have no idea what their individual customer’s journey looks like in real life. This is a critical first step in aligning your teams. 

Firstly, challenge each team member to play the role of a customer in your business. They need to see through the customer's eyes and walk in their shoes. During this exercise, they must process and predict every touch point, decision, barrier, question and pain point. Chances are, the sales and service employees will identify things they could do differently or how they could improve the way they work together to ensure that the customer can seamlessly purchase your product or service and become an advocate in the market.

"Place an empty chair in every meeting to represent the customer. They are the most important person there so consider them as you discuss strategy, manage issues and make decisions." [paraphrase] Jeff Bezos, Amazon Founder and CEO


Break down barriers

As I said earlier, if you have partitions in your office, pull them down. Collaboration and communication between sales and service people are paramount to providing the ultimate customer experience (CX). Recent Accenture research revealed that legacy business structures and siloed management practices are putting constraints on employees. In fact, 73% of executives surveyed in the Technology Vision 2017 report said that corporate bureaucracies are stifling innovation and productivity.

The only difference between sales and service roles in my view is when they’re in front of the customer: sales do the deal and set expectations, and service seeks to meet or exceed those expectations after they’ve signed the dotted line. 

It’s important to realize that one couldn't survive without the other, so it's up to business leaders to encourage a culture of sharing data, collaborating, integrating and talking to each other. The result: you have fewer silos, more internal touch points, better lines of communication, and better processes, which all lead to better customer experiences. 

Customers want a personal consultant, not a sales or service rep

Customers today expect a highly personalized online shopping experience, so why wouldn't they expect the same in a store, office or showroom? 

By connecting the two customer-facing departments and empowering them with a complete 360-degree view of the customer, they can enhance the customer experience, drive growth, loyalty, and advocacy. We all know what it’s like to be greeted by name at your local restaurant, this should be the case in any business regardless of who they speak to or how they engage at any given moment.

For instance, real estate website, Domain, integrated their Homepass app with their CRM to replace the old pen and paper open home check-in process with a seamless mobile experience. Each customer’s buying journey was recorded, analyzed and integrated to the agent’s CRM. The technology ensured real estate salespeople and the service call centers had the right data and information to have personalized conversations with the right customer at the right time. 


Sell smarter, not harder

I hate to hark on about the end of the old sales or service model, but change is happening right now. By 2020, 51% of consumers and 75% of business buyers expect companies to anticipate their needs and make relevant suggestions before customer contact. 


This can only be achieved if:
  • Your business and employees know their customer journeys like clockwork.
  • Leaders encourage and set an example for a culture of collaboration and data sharing. Leadership is behavior, not posters or slogans.
  • Barriers between customer facing roles are abolished
  • Salespeople sell smarter, not harder. This means leveraging the power of technology to make sense of masses of disparate sales and service data we have at our fingertips to provide meaningful insights, predictions, and actions.
     
     
Author Bio: Tony Hughes is a bestselling author, award-winning blogger and the most read LinkedIn Author globally on the topic of B2B sales leadership. Tony’s first book is a business bestseller with his second book, COMBO Prospecting, is available on Amazon here. He can be found on LinkedIn and at TonyHughes.com.au and RSVPselling.com


    • Sticky Posts

    • As Sales Person, Here are my New Year Resolutions. What are Yours?

      Being a salesperson, I keep learning from my mistakes and have noted a few changes that I need to make in my approach. I take these resolutions going into 2021, hoping to keep it going for as long as possible :) 1. I will not say "Yes, our product has
    • Once Upon a Sales Meeting!

      It was an awkward silence in the meeting room "Uproar." John Kowalski, the new sales manager, was not happy with the team's performance. After scribbling something in the notepad, he decided to break the silence, John: I cannot believe you guys have been working like this. No reports, delusional forecasting, random targets, and no eye on the ball. Kevin: We followed Richard's orders. John: Well, Richard is not here anymore, is he? John walked up to the whiteboard, and wrote in big bold letters: "TARGET
      • Recent Topics

      • Reupload and rename from one field to another field (file upload)

        Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone
      • Printing Multi-Page Reports (PDF Export)

        Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience
      • Resume Harvester: New Enhancements for Faster Sourcing

        We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built
      • I NEED TO NUMBER TO TEXT NO HERE

        =NUMBERTEXT NEEED
      • Error: View is not present in the workspace

        When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.
      • Dear Zoho CEO: Business Growth is about how you prioritise!

        All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about
      • Is there any way to send an Excel received by email to Dataprep?

        Every day I receive an email alert with an Excel file that I want to process through a Dataprep pipeline. To do this, I need to: -Save the file to disk -Open the pipeline -Run the pipeline -Update the source -Several clicks to select and open the saved
      • Bin Locations

        Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan
      • Create and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR

        A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard
      • How to Prevent Users From Skipping LMS Videos in Zoho People

        How to Prevent Users From Skipping LMS Videos in Zoho People Hello Zoho Developers, In this blog, we will quickly look at how you can stop users from skipping or fast-forwarding videos in Zoho People LMS. Zoho People provides a feature called Disable
      • [Integration Edition] Deluge Learning Series – Custom API with Deluge | November 2025

        We’re excited to conclude this four-month Integration Edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session
      • Automate Backups

        This is a feature request. Consider adding an auto backup feature. Where when you turn it on, it will auto backup on the 15-day schedule. For additional consideration, allow for the export of module data via API calls. Thank you for your consideration.
      • Tips for Organizing Workflows and Improving Team Coordination in Zoho

        Hi everyone, I’m looking for some general advice on how different teams are organizing their daily work within Zoho’s apps. Our team recently expanded, and we’re trying to streamline how tasks, discussions, and documents are shared so everything stays
      • Pre-fill webforms in Recruit

        I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have
      • Prevent user from viewing all records?

        I have a report that is meant to be used by vendors to view only the records that are assigned to them. All the vendor information is stored in a separate application, so I need to call a function to get the current user's ID (not the zoho user ID). The report settings criteria doesn't support using function calls, so instead I'm embedding the report in an html page like this: if (thisapp.Global.CurrentUserIs("Vendor")) {       personID = common.getLoggedInPersonID();       query = "Assigned_Vendor.ID="
      • Zoho Site pages not displaying in iframes

        I simply want to show a Zoho Site page inside an iframe on another non Zoho website. When testing this across many browsers, the iframe content simply does not appear. IE reports that the host does not allow their content to be displayed in iframes. Very disappointing. Is there a way around this please? Here is the URL of the page I would like to appear in an iframe. http://ips-properties-to-rent.zohosites.com
      • Zoho Inventory as connector in Zoho Creator

        Hello, It doesn't appear that Zoho Inventory is one of the many built in connectors in Zoho Creator? I see that there are non-Zoho inventory applications that have built in connectors such as Cin7, which leads me to believe that I'm missing something
      • Send Zoho Forms Link using Zoho CRM Email Templates

        I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template
      • My go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields

        This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanation
      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
      • Custom Search using HTM+CSS Snippet

        Suppose I wanted to create my own list view using HTML and CSS snippets inside a Page with a custom search input at the top of the list (not the Search snippet). Without Javascript, is there a way to retrieve a user's entry from that search input and
      • Mass Update of Lookup Fields not possible

        Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a
      • Zoho CRM Kiosk Upload Files

        Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"
      • Double opt-in notifications and customizable confirmation messages for your webforms

        Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
      • Has Anyone successfully integrated Zoho and Sage Intact?

        Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
      • Introducing Image Upload Field

        Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules.  Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record
      • Trigger a Workflow Function if an Attachment (Related List) has been added

        Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
      • Free webinar alert on November 19 - Email driven strategies - Master personality based styles

        Hello Zoho Community! Want to make email management easier, smarter, and more you? We’ve got just the session for you! Join our interactive, game-based webinar to discover how Zoho Mail adapts to your personality and work style. Learn practical hacks,
      • Subform edits don't appear in parent record timeline?

        Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
      • AI generated meeting notes associated to Account or Deal

        As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability
      • due date on cheue

        how to handle cheque in zoho books for customers and vendors including due date
      • Zoho CRM Portal Field Level Permission Issue

        Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for
      • WebDAV / FTP / SFTP protocols for syncing

        I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.
      • 'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory

        Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }
      • Zoho Projects API 100 requests/2 min. Limit

        Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit apply
      • Unveiling Zoho Sites 2.0 - A new dimension in website building

        Dear Zoho Sites Users, We are thrilled to announce the launch of Zoho Sites 2.0 today! This refresh represents a significant step forward in the capabilities of Zoho Sites and is crucial for creating a lasting and positive impact on our customers' businesses.
      • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

        Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s
      • Zoho Projects - Attachments added to Task and Bug emails are not saved

        Hi Projects team, I have been experimenting with emails into projects to create tasks and bugs. I have noticed that attachments added to the emails are not saved to the task or bug. Is this normal behaviour? Thanks, Ashley
      • Zoho Inventory's latest shipping integration updates at a glance.

        Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,
      • Sorting a list of record acquired from the zoho.crm.searchRecords function.

        This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record.  As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains
      • Next Page