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7 Customer Service Tips for Financial Service Companies

Kustomer

No matter which expectations you choose to prioritize in your CS strategy, it’s important to avoid getting overwhelmed by starting small and building from there. Here are seven key components to building a financial customer service strategy. Is your company meeting customer expectations?

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The Individualization of the Customer Experience

Call Center Pros

Well, apparently it is not, judging by the frequency with which companies have a customer service strategy that forces its agents to treat everyone based on the same template, the same speech, and the same rules… We are in times when customers are empowered. The landscape of customer service is drastically changing.

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Deploying a Customer Feedback Strategy That Gets Real Responses – a How-to Guide

Kustomer

Retaining customers costs less than acquiring new ones, and even a 5% increase in your customer retention levels can lead to a 25% or more increase in your profits. . The Foundation of Your Strategy. At the heart of all your interactions with customers should lie an efficient CRM (customer relationship management) system.

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Complete Guide to Proactive Customer Support

Kustomer

Over the course of history, the typical support interaction has generally involved a customer reaching out to a business, typically by phone, and waiting in a support queue in the event of something going wrong. But in the world of customer service, timing is everything and proactive support can help.

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Top 50 Customer Service Leaders – Best Customer Experience Influencers

Storyminers

Over 140,000 people have taken one of his video-based training courses on LinkedIn Learning , including Leading a Customer-Centric Culture, Customer Service Foundations, and Working with Upset Customers. She is also a published author on customer service trends and best practices. Jeremy Watkin.

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Top 50 Customer Service Leaders – Best Customer Experience Influencers

Storyminers

Over 140,000 people have taken one of his video-based training courses on LinkedIn Learning , including Leading a Customer-Centric Culture, Customer Service Foundations, and Working with Upset Customers. She is also a published author on customer service trends and best practices. Jeremy Watkin.