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

      • Zoho recruit's blueprint configuration is not functioning as mapped

        Current Status: Zoho Blueprint is not functioning as configured. Issue: We are moving a Candidate status in Zoho Recruit "for active file" but we encountered: "Status cannot be changed for records involved in Blueprint." This happens to various client
      • Blocklist candidates in Zoho Recruit

        We’re introducing Block Candidate, which helps recruiters to permanently restrict a candidate from applying to current/future job openings. Once the candidate is blocked, they will no longer be able to participate in the recruitment process. This will
      • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

        Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
      • Zoho Desk - Upsert Ticket

        Hi Desk Team, It is common to request more information from end-users. Using forms is a great way to ensure all the required information is collected. It would be great if there were an "upsert" option on the Zoho Form -> Zoho Desk integration which would
      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update
      • Client Side Scripts for Meetings Module

        Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currently
      • Introducing Multiple Sandbox Types and Support for Module's Data Population

        Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
      • Creator Offline

        We had online access setup and working on our iphones. We have just set it up on an 'Android Tablet' and it is not downloading all the images? We use it to show customers our catalogue. Any ideas. Offline components all setup on both devices
      • Updated font library: New font styles and custom font options in Zoho Sheet

        Zoho Sheet's font library now supports 500+ font styles in 60+ languages! The updated font library is stacked with new font styles, and some of the previously available font styles have been replaced with equivalent options. There are two ways you can
      • Enable or disable any Field Rule!

        Hello Zoho Forms Community, We are excited to announce a powerful new enhancement to Field Rules that gives you greater control and flexibility in managing your form logic! Previously, if you wanted to temporarily deactivate a field rule, you had two
      • Marketing Tip #20: Increase traffic with strong meta titles and descriptions

        Meta titles and descriptions are what people see first on search results before they ever click through to your website. If your pages use generic titles or basic descriptions, you miss the chance to stand out, and search engines may not know which page
      • Kanban view on Zoho CRM mobile app!

        What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given
      • Not able to delete a QC nor able to revert or create a cycle of manufacturing for QC failed Jobs

        Not able to delete a QC nor able to revert or create a cycle of manufacturing for QC failed Jobs
      • Dheeraj Sudan and Meenu Hinduja-How do I customize Zoho apps to suit my needs?

        Hi Everyone, I'm Meenu Hinduja and my husband Dheeraj Sudan, run a business. I’m looking to tweak a few things to fit my needs, and I’d love to hear what customizations others have done. Any tips or examples would be super helpful! Regards Dheeraj Sudan
      • is there any way to change the "chat with us now" to custom message?

        is there any way to change the "chat with us now" to custom message? I want to change this text
      • Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

        I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,
      • Capture Last check-in date & days since

        I have two custom fields on my Account form, these are "Date of Last Check-In" and "Days Since Last Contact" Using a custom function how can I pull the date from the last check-in and display it in the field "Date of Last Check-In"? and then also display the number of days since last check-in in the "Days SInce Last Contact" field? I tried following a couple of examples but got myself into a bit of a muddle!
      • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

        Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
      • Enhance Appointment Buffers in Zoho Bookings

        There was previously a long-standing feature request related to enhancing the way appointment buffers work in Zoho Bookings, but it looks like the original post has been deleted. I am therefore adding a new request that Zoho Bookings adjust how appointment
      • Subscriptions for service call

        So we install products and we want to offer a service contract for the customers yearly service calls to be billed monthly. So ideally at some point we want to email them a quote for their needs. WE will choice it our end based on the equipment. It would
      • Delay in rendering Zoho Recruit - Careers in the ZappyWorks

        I click on the Careers link (https://zappyworks.zohorecruit.com/jobs/Careers) on the ZappyWorks website expecting to see the job openings. The site redirects me to Zoho Recruit, but after the redirect, the page just stays blank for several seconds. I'm
      • How to add interviews through API

        I'm trying to add an interview without much luck. The documentation gives examples of adding just about everything except an interview. However, the issue might be the way I'm formatting it, because the documentation is unclear to me. It seems as if the xml should be passed in the url, which seems unusual. I've tried the data as both plain and character escaped, but nothing seems to work, nor do I even get an error response. https://recruit.zoho.com/recruit/private/xml/Interviews/addRecords?authtoken=***&scope=recruitapi&version=2&xmlData=<Interviews> <row
      • Connection to other user

        Zoho Cliq handles sharing of Custom OAuth Connections that require individual user logins.
      • How to invite friends on other social media platforms to one of my group chats in arattai?

        Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to
      • Cliq does not sync messages after Sleep on Mac

        I'm using the mac app of Cliq. When I open my mac after it was in sleep mode, Cliq does not sync the messages that I received. I always have to reload using cmd + R, which is not what I want when using a chat application.
      • Set expiration date on document and send reminder

        We have many company documents( for example business registration), work VISA documents. It will be nice if we can set a expiry date and set reminders ( for example 90 days, 60 days, 30 days etc.,) Does Zoho workdrive provide that option?
      • Analytics : How to share to an external client ?

        We have a use case where a client wants a portal so that several of his users can view dashboards that we have created for them in Zoho Analytics. They are not part of our company or Zoho One account. The clients want the ability to have user specific,
      • Payroll and BAS ( Australian tax report format )

        Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin Mitin
      • Zoho Desk API - Send Reply to CUSTOMERPORTAL

        Hello! I'll try to send a reply to Customer Portal, But the response is 500 (INTERNAL_SERVER_ERROR in service response). {"Error":"{\"errorCode\":\"INTERNAL_SERVER_ERROR\",\"message\":\"An internal server error occurred while performing this operation.\"}"}
      • Python - code studio

        Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already
      • Issue with open-rate reporting in Zoho Campaigns

        Hello, Since yesterday I’ve been experiencing an issue with the open-rate reports in Zoho Campaigns. The campaigns I send appear in the reports as if none of the emails have been opened, even though I know they have. To verify this, I replicated the campaign
      • Best practices for managing Project Charters, Business Case and RAID logs within Zoho?

        Hello everyone, I’m currently refining our PMO setup within Zoho Projects and I’m curious how others are handling high-level governance documentation. We’ve been using the standardized Project Charter, Business Case and RAID frameworks from projectmanagertemplate.com
      • Is It Possible to Convert a Custom Module to a Quote?

        I recently created a custom module in our CRM environment for RFQs so that our sales team can submit quote requests directly in Zoho rather than by email/phone. This allows for a cleaner overall process, minimizing potential errors and potentially encouraging
      • Proposal: Actionable API Error Messages to Reduce Support Ticket Volume

        I've encountered a long-standing frustration with how Zoho Creator's API communicates errors to developers, and I'm hoping the Zoho team can address this in a future update. This issue has persisted for over 9 years based on community discussions, and
      • Allocating inventory to specific SO's

        Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could
      • Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator

        TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic User
      • Add the ability to Hide Pages in Page Rules

        Hi, We have Field Rules to show and hide fields and we have page Rules, but we can't hide a page in Page Rules so it isn't completed before the previous page (And then have the Deny Rules to prevent submitting without both pages completed), we can only
      • using the Client script on the load of the form if service no is empty means then i want to make issue relate to is Service

        using the Client script on the load of the form if service no is empty means then i want to make issue relate to field is Service if Purchae no is empty means then i want to make issue relate to is Purchase
      • Changes to the send mail Deluge task in Zoho CRM

        Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?
      • Work Order wont mark as Completed

        I have a couple of work orders that won't mark as completed even when I've marked the Service Appointments as completed fully.
      • Next Page