Remove CRM Remove Customer Change Remove Management
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5 Easy (and Effective) Routing Rules for Omnichannel

Comm100

Having one platform that manages all digital channels is necessary to set up routing like this to assign messages from the right channel to the right agent. 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.

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Trends shaping The Forrester Wave™: Customer Success Platforms report

Totango

Refining post-sale strategies to better understand and meet the needs of customers. All of these actions propel customers toward a faster realization of their goals while eliminating low-value customer success manager (CSM) tasks.

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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. can start by acknowledging that change is hard and then grow from there.

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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. CX Problem #3.

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The Evolution of Key Account Management Practices

Kapta Customer Success

Adapting your key account management approach as customers change is crucial. Read this blog to learn what it takes to succeed in key account management today.

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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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