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5 Easy (and Effective) Routing Rules for Omnichannel

Comm100

A digital omnichannel platform is also required to make sure multiple different messages from one customer across different digital channels can be bundled together and sent to the agent who works on the customer’s preferred channel. Customer journey. Even if your customer changes region (i.e.

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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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How to encourage your CSMs to adopt Customer Success software

ChurnZero

And the reality is, it doesn’t matter if we are talking about adopting a new email client, a new Customer Success software, a new CRM, a new HR portal—heck, even an unexpected update to your favorite web browser can create adoption paralysis. Trust me on this one, your CRM is not enough. Customer Success Around the Web.

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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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Five Essentials of Customer Service Excellence

C3Centricity

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. Everyone should do it.