Business – About Angelo Valle

Who Should Use a CRM System?

Angelo Valle is a former assistant head of operations at the San Francisco-based company Mom Chairs, where he worked alongside employees and customers nurturing relationships and dealing with deliveries and inventory management. Angelo Valle has valuable experience and knowledge of CSS, HTML, and Hubspot CRM.

CRM is short for customer relationship management, a category of integrated solutions driven by data software to improve a business’ interaction with its customers. Robust CRM systems contain all data needed to manage and develop customer relationships and to guide marketing efforts by tracking leads.

CRM software can assist any company concerned with maintaining relationships with its clients. However, B2B companies and considered-purchase B2C companies such as Realtors and jewelers are the ones that typically need CRM systems the most.

Among the B2B companies that benefit from CRM systems are recruiting firms and software companies that often need a tool to help track both customers and leads. Also, B2B companies typically offer long sales cycles and upgrade paths, as well as multiple people that customers need to interact with – in this way, the assistance of CRM software is used to improve efficiency and communication.

Implementing New Email Response Strategies for a Business

Based in Northern California, Angelo Valle has an extensive background in areas such as software sales and email marketing, and has driven growth in technology startups. In an article on his personal site, Angelo Valle drew attention to strategies he employed in decreasing response times to customer email queries at a furniture rental company where he worked.

One approach involved expanding email templates to encompass standardized answers to common questions, such as when deposits will be refunded and how many people can be seated at tables. He also crafted set responses that provided comprehensive information on rental terms and prices.

Another focus was shifting from multitasking to dedicating a certain amount of time each day to answering emails. This helped ensure that emails did not contain basic errors and grammar mistakes that would indicate to customers an unprofessionally run operation.

A third plank of the new email strategy involved organizing the contacts list in ways that expedited monthly orders. A core component was linking clients to their preferred payment processing method. Finally, he helped implement a new software platform that included automated emails and stored customer data, as well as online pricing information that was instantly accessible.

A Pair of Salesforce CTI Advancements for Power Users

A Northern California resident, Angelo Valle has experience working with startups and technology-focused companies in enabling business development and sales growth. In an article published in Tenfold, Angelo Valle explored technological advancements that are a “must have” for power users.

Both involve the use of Salesforce computer-telephony integration (CTI), a JavaScript API that enables the building of advanced systems and their integration with Salesforce Call Center. This allows enterprise-level sales agents who call on average 100 people a day to create significant efficiencies in workflow.

Benefits include automatic dialing of numbers through click to dial integration. This technology first determines whether a sequence of numbers is actually a phone number and then generates an HTML-based hyperlink that can be clicked using a configured device, in lieu of manually selecting numbers.

Another Salesforce CTI use involves the recording of all outbound and inbound calls within Salesforce CRM. This enables data and notes taken to be efficiently stored, without the need for manually logging calls to a customer relationship management (CRM) interface. Leads can be edited in real time and dispositions updated while the call is in progress. This significantly saves time and effort, as representatives no longer need to enter information manually following every call.

How Self-Service Portals Can Improve and Streamline Customer Support

A customer support expert with a technology background, Angelo Valle has valuable experience in a high-growth Saas environment with a focus on end-users or clients. He specializes in onboarding, assists to improve user interfaces and client retention and has strong knowledge in HTML, CSS and Hubspot CRM. Angelo Valle has previously held customer support positions that focus on guiding clients to solve various product issues.

One of the best ways of enhancing customer support is establishing a Self-service portal or Frequently Asked Question (FAQ) section. Nowadays, more customers are opting to use self-service options before getting in touch with customer care representatives. An FAQ page or section builds customer trust as it proves the vendor understands the challenges their customers face and knows how to offer solutions. FAQs improve customer service as they answer common questions which saves time and money by reducing the number of repetitive calls and emails to customer support teams.

To have an effective FAQ, it is key for product developers to consult with their customer service team to have a clear understanding of client needs and the type of challenges they experience while using a system. Using this information, it is easy to establish FAQs as well as document areas that need improvement. In addition, it’s a good strategy to analyze emails to identify issues customers often experience and make a list of common questions. This is an excellent strategy of gathering information for a self-service portal that will save customers time and enable them to quickly find answers to common product issues.