Remove Connections Remove CRM Remove Customer Change
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Five Essentials of Customer Service Excellence

C3Centricity

No matter which level you are at within your own company, when did you last talk to customer service personnel? When did you last engage with customers directly through your call centre, online or through email? Regular connection keeps your finger on the pulse of customer change and provides an amazing amount of information and ideas.

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5 Easy (and Effective) Routing Rules for Omnichannel

Comm100

Omnichannel routing allows companies to connect customers to the right agent at the right time, instantly and automatically. The preferred channel is usually the one the customer reaches out on first, but you can ask them, store this information in your CRM, and use it for future routing. Customer journey.

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Trends shaping The Forrester Wave™: Customer Success Platforms report

Totango

Those insights empower CS teams to proactively deliver maximum value to customers, reduce churn risks, uncover accounts with high and low engagement, and maximize growth through expansion revenue. Cross-functional collaboration B2B organizations increasingly rely on multiple best-in-class tools to manage customer data as tech stacks expand.

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Six Near-Universal CX Problems… And Six Solutions to Overcome Them

Experience Investigators by 360Connext

Customers began to gain control in ways leaders didn’t predict. The levels of transparency and visibility between company and customer changed drastically. One customer could make a big ruckus and get the world’s attention over a weekend, while the corporate PR department clocked out.

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How to Prevent Blind-Side Churn by Identifying and Aligning With Customer Stakeholders

Gainsight

As your customers change priorities and shift strategies, maintaining alignment with their executives and decision makers becomes paramount. With Stakeholder Alignment, Gainsight helps you set up a regular process for executive check-ins, monitor when there are organizational changes, and keep an eye on stakeholder sentiment over time.

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How to transition customers to a new CSM in 4 steps

ChurnZero

If the data dump can’t happen live, save all written correspondence as a transition task in your CRM or Customer Success platform for future reference and review. Have the tCSM list all customer contacts and describe their personalities. to your CRM and/or Customer Success platform. Customer Success around the web.

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[WHITEPAPER] 5 Future-Proof Capabilities Your FSM Platform Should Have

Alliance by IFS

Field service organizations (FSOs) must invest in comprehensive FSM software with integration functionality and capability to streamline communications across multiple systems including CRM, ERP, inventory management or service parts planning , and dispatch and scheduling. Create custom workflows to meet customerschanging needs.