Optimove

APRIL 10, 2025

Managing Customer Data: CDP vs CRM Understanding the tools that manage and activate customer data is crucial for marketers. Two of the most talked-about platforms in this space are the Customer Data Platform (CDP) and Customer Relationship Management (CRM) system. What is a CDP (Customer Data Platform)?

CRM 52

CRM eBook Customer Journeys Customer Relationship Management 52

eglobalis

SEPTEMBER 16, 2024

C-suite executives should lead this effort, ensuring the organization understands the complexity of the customer journey and invests in advanced analytics tools to segment and map these touch-points. At the local level , mapping the customer journey requires gathering insights directly from local teams.

B2B 382

B2B Strategy Customer Experience Customer Journeys 382

Kayako

AUGUST 12, 2022

Companies that integrate the customer service function with popular social channels can deliver frictionless, personalized experiences based on individual customer behavior. Visualize the Entire Customer Journey in One Place. People like to try to solve their customer service problems without contacting an agent.

Customer Service 296

Customer Service Ecommerce Effort Score e-support 296

SurveySensum

DECEMBER 30, 2024

ChurnZero B2B, SaaS Proactive customer engagement with real-time interactions Automated health score monitoring for predictive insights Data-driven decisions with key CX metrics Automated playbooks for scalable engagement $12,000 annually 4.7 Top 10 CustomerGauge Alternatives in 2025 1.

Customer Success 52

Customer Success Customer Journeys Multi-Channel NPS 52

Experience Investigators by 360Connext

AUGUST 17, 2021

How Can We Prioritize CX efforts? “Our team talked about it, and realized that a simple reminder for each customer’s delivery date one day in advance would help our team do that more consistently. “And I sent Customer X a set of branded golf balls with a handwritten note, just to say thanks for your patience.”.

Meeting 364

Meeting Customer Experience How To Net Promoter Score 364

ECXO

DECEMBER 25, 2024

In the sometimes lunatic world of business, companies often find themselves walking a tightrope between the relentless pursuit of growth and the need to create outstanding customer experiences. Example Action: Send a personalized email after purchase, thanking the customer and providing helpful resources or product care instructions.

Customer Experience 156

Customer Experience Customer Journeys Social Media e-support 156

SurveySensum

AUGUST 5, 2019

Table of Contents: What is Customer Effort Score (CES)? Customer Effort Score (CES) calculation. What is Customer Effort Score (CES)? Customer effort score (CES) is a numeric indicator of positive, neutral or negative customer experience during an interaction with your organization.

Effort Score 72

Effort Score Survey Feedback Customer Relationship Management 72

Totango

NOVEMBER 25, 2020

The specialty of Customer 360 is creating a real-time picture of customer health across your entire user base. As clients move from onboarding to renewal, this real-time view allows CS teams to take action quickly when customer health scores fluctuate. . What Goes Into a Real-Time Customer 360 View? Sales history.

Customer Success 112

Customer Success Net Promoter Score Effort Score CRM 112

Calabrio

MARCH 4, 2025

Think about it as the difference between a mid-tier athlete and an Olympianthe scope, effort, and quality of this training is simply at an entirely different level. GenCI can identify intent, or the key phrases, recurring topics, and sentiment indicators that reveal customer interests, concerns, and intentions.

Contact Center 100

Contact Center Effort Score Analysis Multi-Channel 100

Optimove

AUGUST 19, 2021

The most in-with-the-times B2C brands out there are customer-centric. The smartest among them make a strategic effort and investment in increasing their Customer Lifetime Value by making CRM Marketing a priority. Oh, I don’t know, maybe a much higher revenue contribution from the CRM? (45% Remember study groups?

CRM 98

CRM Effort Score B2C Customer Centricity 98

Calabrio

MARCH 5, 2025

Increased Customer Satisfaction (CSAT): FCR directly correlates with customer satisfaction. Customers who have their issues resolved quickly and efficiently are significantly more likely to report high satisfaction levels, driving up overall CSAT scores.

First Call Resolution 100

First Call Resolution Examples Contact Center How To 100

Retently

DECEMBER 10, 2024

Integration Capabilities : Seamless integration with your existing CRM, marketing automation, and other business tools is crucial. This ensures survey data flows smoothly into your broader customer data ecosystem for a fuller understanding of customer behavior and feedback.

Multi-Channel 78

Multi-Channel Omni-Channel Analysis Survey 78

ClientSuccess

FEBRUARY 1, 2021

As we head into a new year, many customer success teams are looking for new ways to up the ante with their customer success efforts. In addition to these intrinsic efforts, many customer success teams are turning to software and technology to help boost the effectiveness of their account management workflows.

Software 104

Software Customer Success Effort Score eBook 104

Totango

NOVEMBER 27, 2023

This shift presents a compelling opportunity for B2B enterprises to invest in tailor-made tools for their post-sales organizations and customer success (CS) teams. Forrester recognizes the value customer success platforms can provide to B2B companies looking to foster retention, growth, and advocacy.

Report 98

Report Trends Customer Success Self Service 98

Totango

JULY 5, 2022

In uncertain economic times, attracting new customers becomes exponentially harder as budgets get tighter and priorities shift. Let’s take a look at four key actions to take right now that will not only help you prove your worth to your customers but will allow you to see instant results. . Dive into Customer Health.

Customer Success 104

Customer Success Net Promoter Score Effort Score How To 104

ChurnZero

FEBRUARY 5, 2021

Here’s the short and the long of it: if you’re a Customer Success leader who is looking for consolidated business, product, and customer data, then you can probably piggyback on the Business Intelligence (BI) tool your SaaS company already uses – and this will likely be heavily suggested (or even mandated) by your CEO or other C-suite leaders.

Tools 96

Tools Customer Success Effort Score Customer Journeys 96

Lumoa

APRIL 28, 2024

Companies use surveys, NPS, CSat, and reviews to gauge customer sentiment but often base improvements on intuition. Despite efforts to collect and analyze feedback, employees frequently struggle to pinpoint what affects these metrics. However, this also means that it can cost a lot of time and effort to migrate and implement.

Self Service 195

Self Service Customer Journeys Multi-Channel Feedback 195

Kayako

JULY 31, 2019

With live chat customers can now get in touch and receive a response almost instantaneously. . In this piece we will talk about five ways live chat can be instrumental in improving your marketing and sales efforts. Live chat is one of the lowest-cost customer acquisition tools on the market. Improved Customer Experiences.

Sales 207

Sales Marketing Net Promoter Score Consumers 207

ClearAction

DECEMBER 14, 2017

Customer Care … CRM … Customer Experience — What’s the Difference? Customer Care … Customer Relationship Management … Customer Experience — what’s the difference? They can be categorized by Customer Profitability, Customer Knowledge, and Customer Well-Being. Lynn Hunsaker.

Customer Care 66

Customer Care CRM Customer Experience CEM 66

Lumoa

MAY 21, 2018

Most of the functions in an organization have something to do in improving the customer experience. Top leadership Top leadership (C-Suite leaders and senior management) should set and communicate a clear customer centric vision, set targets and follow them up. Set a common customer experience metric and target for the organization.

Customer Experience 305

Customer Experience Customer Centricity Net Promoter Score Customers 305

ChurnZero

FEBRUARY 19, 2021

Whenever I tell someone that I work as a Customer Success Manager, it inevitably always results in a confused facial expression and a response of “So, what is it exactly that you do?”. Instead of being at your customers’ every beck and call, you need to set yourself up to get in front of them. Read My Daily Digest (5 minutes).

Customer Success 96

Customer Success Management Effort Score Meeting 96

ChurnZero

JUNE 12, 2020

Following the trajectory of these more established functions, the next natural progression in Customer Success’ evolution is specialization. As Customer Success teams continue to mature, and their need to scale and automate grows , having their own operations roles will become evermore essential and prevalent.

Customer Success 80

Customer Success Effort Score Metrics Leadership 80

ClearAction

DECEMBER 14, 2017

Customer Care … CRM … Customer Experience — What’s the Difference? Customer Care … Customer Relationship Management … Customer Experience — what’s the difference? They can be categorized by Customer Profitability, Customer Knowledge, and Customer Well-Being. Lynn Hunsaker.

Customer Care 59

Customer Care CRM Customer Experience CEM 59

NICE inContact

JANUARY 15, 2019

Best of all, the report’s due diligence can directly supplement your company’s own RFP/RFI efforts, by providing some solid results for many of the Contact Center as a Service (CCaaS) players. Our market presence scores reflect each vendor’s installed base of customers and agent positions.”. A defined and robust methodology.

Contact Center 121

Contact Center Effort Score Omni-Channel CRM 121

SurveyGizmo

NOVEMBER 5, 2021

Many Customer Experience (CX) teams lack the data integration of their Sales and Marketing counterparts. Sales departments tend to operate using a customer relationship management (CRM) tool like Salesforce (SFDC) and, by 2022, have likely already integrated with other data sets like Jira or Salesloft.

Data 98

Data Net Promoter Score NPS Effort Score 98

Gainsight

JULY 21, 2020

We all know that customer success is imperative in that regard, but this becomes even more important when looking at the reseller market. customer relationship is hinged upon the end customer deriving value from the vendor. The best way to measure customer value is through customer success software.

Customer Success 64

Customer Success Strategy Effort Score Software 64

Totango

APRIL 5, 2022

The number of NPS software providers has proliferated as the importance of tracking Net Promoter Score (NPS) has been realized by a growing number of enterprises. NPS software is the technology that facilitates the collection and practical application of Net Promoter Score data. In this guide, we’ll help you tackle this issue.

NPS 108

NPS Software Net Promoter Score Multi-Channel 108

Retently

AUGUST 5, 2024

If you’re looking to boost your customer satisfaction and drive business growth, you’ve come to the right place. Let’s dive in and understand why NPS (Net Promoter Score) is such a big deal and how the right software can make all the difference. It offers robust reporting tools that help you dive deep into customer feedback.

NPS 101

NPS B2B Software Net Promoter Score 101

Totango

DECEMBER 17, 2019

Keeping track of all of these engagements can be daunting, but effective communication and making customer information transparent and accessible throughout the company ensures an excellent experience. As such, you need to develop an intelligent customer success workflow that will streamline, standardize, and support CS efforts. .

Customer Success 63

Customer Success Effort Score Voice of Customer Guidelines 63

Gainsight

APRIL 19, 2022

One of the most powerful tools in a Customer Success (CS) leaders’ arsenal is a data-driven 360 view of a customer scorecard. To help you create the most actionable customer health scorecards, we created a list of the most important kinds of data you should be integrating. Here are the top four. . Product Usage Data.

Data 98

Data CRM Financial Effort Score 98

Gainsight

APRIL 26, 2022

Similarly, many enterprise organizations feel a sense of accomplishment once they have established a customer success team. After metric-based customer success strategies have been put in place, companies typically enjoy a meaningful increase in their net retention rate (NRR). And why not? They are finally in the game!

Strategy 92

Strategy Effort Score Customer Success Software 92

Totango

AUGUST 11, 2022

Finally, we’ll cover how customer success software can help you automate your digital client relationship-building strategy. Customer relationships are important for any business, but digital client relationships occupy a position of central importance for SaaS companies. How Digital Client Relationships Are Different.

Tips 113

Tips Customer Journeys How To Net Promoter Score 113

Amity

OCTOBER 12, 2017

After spending over 15 years in Customer Success, I have however recognized some distinct patterns in how the best Customer Success teams are run. You really need to approach Customer Success with the mindset that your work is never done. The Cycle of Customer Success. Customer Journey.

Customer Success 61

Customer Success Customer Journeys Net Promoter Score Effort Score 61

Education Services Group

APRIL 27, 2022

I’m not going to waste time trying to document how to correctly (mathematically) calculate all the three letter acronyms—but feel free to check out our Customer Success Definitions, Calculations, and Lingo…Oh My! Why heavily weight DAU in health or adoption scores if your product doesn’t support the expectation?

Metrics 98

Metrics Effort Score NPS Net Promoter Score 98

ECXO

SEPTEMBER 30, 2024

Training sessions can be designed to foster empathy and a deeper understanding of each team’s role in the customer journey. Utilizing cloud-based collaboration tools and customer relationship management (CRM) systems can streamline communication and ensure that all teams have access to real-time customer data.

Sales 156

Sales Customer Experience Innovation Culture 156

CustomerSuccessBox

MAY 16, 2022

Since you choose to read this blog, I suppose you already know the gravity of Customer Success in a B2B SaaS business. The crux of providing a great customer experience to the customer lies in maintaining great customer health throughout the entire customer lifecycle. The CS tech has evolved exponentially.

Software 52

Software Customer Success Management Effort Score 52

CustomerSuccessBox

JUNE 20, 2022

Now that you’ve chosen to read this article, I suppose you are already aware of the weightage that the Customer Success function holds for your SaaS business. And when it comes to delivering the right customer success function to your clients you are as good as the tool you use. What is a Customer Success Software?

Software 52

Software Customer Success Effort Score Net Promoter Score 52