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

        • steps and options to change Domain DNS/Nameservers settings

          Please share the options or steps to change  Domain DNS/Nameservers settings 
        • Employees in Leave Policy exceptions

          In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc
        • Outbound IP address SPAM problem.

          Hello Zoho Support, We noticed that one of your outbound IP addresses (136.143.188.12), which delivers our domain’s mail, is currently listed on the UCEProtect blacklist. Because of this, our messages are sometimes flagged as spam by recipient servers.
        • Forwarding

          How can I forward my Zoho account to my gmail account? Noël
        • Modular Permission Levels

          We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other
        • Kaizen #157: Flyouts in Client Script

          Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script
        • How get stock name from other column ?

          How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock
        • Adding a developer for editing the client application with a single user license

          Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
        • Download an email template in html code

          Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create
        • Attachment is not included in e-mails sent through Wordpress

          I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated
        • Upcoming Changes to the Timesheet Module

          The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next
        • Best way to schedule bill payments to vendors

          I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
        • Cant update image field after uploading image to ZFS

          Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make
        • Billing Management: #4 Negate Risk Free with Advances

          In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last
        • Zoho Mail CC and BCC not working

          Zoho Mail CC and BCC not working. I have tried multiple combinations amongst my domain aliases but emails sent as CC or BCC never arrive, not even to Spam. I have checked that the DNS is set up correctly in Cloudflare and have even received a DMARC report
        • Is there an equivalent to the radius search in RECRUIT available in the CRM

          We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT
        • Zoho CRM Inventory Management

          What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?
        • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

          Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)
        • Get Workflow Metadata via API

          Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation
        • Zoho Projects - Q2 Updates | 2025

          Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
        • FSM setup

          So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.
        • Upcoming Updates to the Employees Module in Zoho Payroll (US)

          We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where
        • Possible to Turn Off Automatic Notifications for Approvals?

          Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account
        • ZOHO Creator subform link

          Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked
        • Allow Resource to Accept or Reject an Appointment

          I have heard that this can be done, is there any documentation on how?
        • Create new Account with contact

          Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?
        • Custom Fonts in Zoho CRM Template Builder

          Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
        • 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
        • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

          Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
        • How To Insert Data into Zoho CRM Organization

          Hi Team I have this organization - https://crm.zoho.com/crm/org83259xxxx/tab/Leads I want to insert data into this Leads module, what is the correct endpoint for doing so ? Also I have using ZohoCRM.modules.ALL scope and generated necessary tokens.
        • Where can I get Equation Editor por Zoho Writer?

          I need to use Math Formulas in my document. Thank you.
        • Filtering repport for portal users

          Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the
        • I want to add my other zoho account in same pc

          why does zoho restrict me doing many things as i also want to add my second mail account bit its not allowing me to do that
        • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

          Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
        • Sorten the domain of zoho mail ids

          I recently created zoho mail id and am quite excited with the features. But one issue ig nobody wanna type this big zohoaccounts.com I mean silly bold Suggestion zmail.com (sound gmail) (attraction) or some genz words looks cool
        • Request for Creating Multiple Email Accounts on One Mobile Number

          Dear Zoho Team, I am planning to shift all my work-related communication to Zoho Mail because of its reliability and features. For my work, I need to create 3–4 separate email accounts for different purposes. Could you please confirm if it is possible
        • BUTTONS SHOWN AS AN ICON ON A REPORT

          Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?
        • Dropshipping Address - Does Not Show on Invoice Correctly

          When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
        • RFQ MODEL

          A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books
        • Will zoho thrive be integrated with Zoho Books?

          title
        • Next Page