ChurnZero

FEBRUARY 17, 2022

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. As CSMs, we spend our days convincing our customers to adopt our tools.

Software 98

Software Customer Success How To CRM 98

ChurnZero

MARCH 25, 2022

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. Ask the tCSM to note the customer’s past successes to set a positive tone for the transfer.

How To 98

How To Touchpoint CRM Customer Success 98

CSM Practice

AUGUST 26, 2019

Paul] I will answer this question by first stating my mission statement: to measure and deliver a return of investment (ROI) to my internal and external business partners. It is amazing how many organizations do not focus on how to change the behavior of their internal groups to help them understand the behavior of their external customers.

System 49

System Customer Success Net Promoter Score ROI 49

ChurnZero

FEBRUARY 17, 2022

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. As CSMs, we spend our days convincing our customers to adopt our tools.

Software 52

Software Customer Success How To CRM 52

SurveySensum

SEPTEMBER 23, 2024

This CX tool offers a comprehensive view of your customers and enables the integration of conversational tools, help desk automation, and feedback surveys with CRM. Integrating CRM enhances your support capabilities and allows you and your team to focus on other important tasks. Looking for alternatives to Qualtrics ?

Tools 52

Tools Customer Experience Omni-Channel Social Media 52

ChurnZero

MARCH 25, 2022

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. Ask the tCSM to note the customer’s past successes to set a positive tone for the transfer.

How To 52

How To Touchpoint CRM Customers 52