InMoment XI

JANUARY 9, 2024

What are Some B2B Customer Experience Examples? Here are some examples of how B2B companies are applying tactics designed to improve the customer experience: CRM platform HubSpot utilizes chatbots to connect with customers and encourage open communication.

B2B 413

B2B Self Service Customer Experience Customer Journeys 413

InMoment XI

MAY 30, 2024

Forrester states, “The XI platform’s strengths include knowledge-based/symbolic AI; genAI-based processes, including pre-processing and post-processing of data; document-level text mining; DevOps and text analytics embedded in other business applications; natural language understanding; and support for all relevant use cases.”

Analysis 195

Analysis Software Self Service Social Media 195

GetFeedback

JUNE 5, 2018

It can cancel out the benefit of CRM tools by making you doubt the data that’s plugged in to them. Try working backwards from the user experience you want to deliver. Decide and document those outcomes. Some of this will be in your CRM already, or it could be found from a simple Google search.

CRM 170

CRM Exercises Data Survey 170

InMoment XI

JUNE 14, 2022

The second NPS survey question is just as important, if not more so, than the score itself because this qualitative data tells you what you need to do to improve end user experience. NPS gives you a glimpse into the minds and hearts of your end users. New features can bring complexity — the bain of end user ease.

Metrics 195

Metrics Net Promoter Score Effort Score NPS 195

TechSee

SEPTEMBER 21, 2023

However, today’s early Generative AI solutions lack context, and deliver a poor user experience. These chatbots demanded a lot of effort from users and administrators. Rarely were either left with a very positive experience. The platform learns from user feedback, continuously improving with scale.

Meeting 109

Meeting Self Service Contact Center Virtual Agent 109

AWS Machine Learning

AUGUST 30, 2023

This includes automatically generating accurate answers from existing company documents and knowledge bases, and making their self-service chatbots more conversational. It also provides attribution and transparency by displaying links to the reference documents and context passages that were used by the LLM to construct the answers.

Self Service 126

Self Service Contact Center Multi-Channel Knowledge Base 126

Oracle

JANUARY 29, 2018

several of them well-documented and often part of the natural progression of current technology. As an adjacent technology to both CRM and ERP, the CPQ market should now see a surge in slightly smaller implementations as these companies look to make their next step: change improvement.

Software 42

Software Trends CRM Customer Relationship Management 42

Oracle

MARCH 23, 2018

Cloud – Cloud CPQ solutions allow users to easily customize products to meet their needs, and complex coding is not required for UI customization. You can also easily create, edit and produce documents with an easy-to-use interface. Automated pricing – The ability to price products automatically and create accurate price quotes.

Automotive 97

Automotive ROI Software System 97

NobelBiz

MAY 25, 2023

When evaluating API documentation for a SaaS purchase decision, it’s important to look for clear and detailed documentation that covers all aspects of the API, including authentication, endpoints, parameters, and response formats. Additionally, it’s important to look for documentation that is up-to-date and well-maintained.

Call Center 98

Call Center Software Data Contact Center 98

Kustomer

APRIL 13, 2022

Creating an online forum for customers to ask questions and receive answers helps you publicly document fixes for common problems. FAQs pages enable a form of customer self-service , empowering prospects to find solutions that have already been documented. Invest in a CRM System. Subscribe to the Knowledge Base.

Self Service 71

Self Service Customer Service Chatbots Omni-Channel 71

Thematic

APRIL 1, 2025

CRM and Sales Data: Purchase histories link customer value to feedback. " Helpdesk, live chat, phone support, online documentation Customer surveys indicate frustration due to long wait times and unresolved issues Loyalty "Why should I continue to choose you?" Keep at it, and your strategy will only get stronger with time.

Customer Insights 62

Customer Insights Customer Journeys Strategy Social Media 62

CSM Magazine

OCTOBER 28, 2023

Some portal systems will include communication features like messaging, discussion forums, and email which are platforms for communication between organizations and their users. Online portals should be created to enhance the user experience and make it easier to access relevant information.

Customer Service 59

Customer Service Knowledge Base CRM Customers 59

AWS Machine Learning

FEBRUARY 1, 2024

The following are some considerations when using RAG: Setting appropriate timeouts is important to the customer experience. Nothing says bad user experience more than being in the middle of a chat and getting disconnected. In the batch case, there are a couple challenges compared to typical data pipelines.

System 133

System Tools Data Software 133

AWS Machine Learning

JULY 29, 2024

Our open and flexible AI environment, grounded with customer data, positions us well to be leaders in AI-driven solutions in the CRM space.” To learn more about inference with Claude 3, refer to Anthropic Claude models in the Amazon Bedrock documentation. For this post, we use the Anthropic Claude 3 Sonnet model.

Policies 118

Policies CRM Data Resources 118

TechSee

JANUARY 12, 2023

This shift would be an example of edge computing , moving the AI computation from a centralized cloud closer to the edge (the end user application), which is in this case the end user’s mobile device. There are many advantages to running VI’s AI on mobile devices via the VI Mobile SDK: Faster, Fluid User Experience (UX).

Self Service 109

Self Service Analysis Video Connections 109

Middlesex Consulting

OCTOBER 26, 2015

The general goal of a journey map is to document the journey that a customer takes when interacting with the organization. While you may think everyone in the organization has a clear and consistent view of the entire set of interactions a customer experiences, they almost certainly do not. Below is an example user experience map.

Customer Journeys 60

Customer Journeys User Experience Software Sales 60

Middlesex Consulting

OCTOBER 25, 2015

The general goal of a journey map is to document the journey that a customer takes when interacting with the organisation. While you may think everyone in the organisation has a clear and consistent view of the entire set of interactions a customer experiences, they almost certainly do not. Below is an example user experience map.

Customer Journeys 60

Customer Journeys User Experience Software Sales 60

SurveySensum

DECEMBER 24, 2024

Alchemer Survey customization Integration with CRM and ERP software Collaborator $55 per month Professional $165 per month Full access $275 per month 4.4 Sogolytics Easy-to-use templates Multi-channel distribution User-friendly segmenting and filtering Plus $25 per month Pro $66 per month Premium $99 per month 4.5

Multi-Channel 52

Multi-Channel NPS Survey Analysis 52

TechSee

AUGUST 31, 2022

Your team should be able to invoke a document signature capability, or when requested by the end-user, run a speed test or even remotely control the end-user’s computer in order to help them complete their desired task. A user already on the phone may want to launch a video session, but stay on the phone for their audio.

Engagement 109

Engagement Self Service Video Culture 109

Wootric CX Blog

JULY 5, 2020

The second NPS survey question is just as important, if not more so, than the score itself because this qualitative data tells you what you need to do to improve end user experience. NPS gives you a glimpse into the minds and hearts of your end users. New features can bring complexity — the bain of end user ease.

Metrics 85

Metrics Net Promoter Score Effort Score NPS 85

Gainsight

OCTOBER 3, 2023

HubSpot’s CRM platform is the bedrock of their customers’ efforts to drive sales, manage customer data, and aid retention efforts. Push the Productivity Previously, Sales, Marketing, and Customer Success teams were documenting their activities in silos. The organization has a single, unified view of the customer journey.

Effort Score 59

Effort Score CRM Customer Journeys Sales 59

Clarivate

SEPTEMBER 5, 2023

At Clarivate, we work hard to deliver the best user experience for of our solutions. That’s why we’re so excited about the recent user accolades for our IPfolio® IP management solution. Use the Portfolio Explorer feature to visualize categories, drill down for more detail and easily access related information.

e-support 52

e-support CRM Analytics Software 52

Kustomer

FEBRUARY 6, 2024

Features and Customization Robust features and customization options are another essential factor to consider as they enable organizations to tailor the software to their specific needs, improve efficiency, adapt to changes, and enhance the overall user experience. What do users like about SolarWinds Service Desk ?

Software 91

Software Self Service Omni-Channel Knowledge Base 91

AWS Machine Learning

MARCH 14, 2024

There are several use cases where RAG can help improve FM performance: Question answering – RAG models help question answering applications locate and integrate information from documents or knowledge sources to generate high-quality answers. The retrieved information provides useful context and ideas.

Chatbots 128

Chatbots Training Knowledge Base Resources 128

Inbenta

FEBRUARY 27, 2020

Written documents are an excellent opportunity to avoid this kind of situation in the future. Based on our experience in various industries, there are other aspects that should not be overlooked, such as: Received emails represent a good opportunity for cross-selling. The system should be compatible with your company’s CRM.

Self Service 75

Self Service Management Knowledge Base Contact Center 75

Method:CRM

MARCH 13, 2023

Access to bills and other relevant documents. Prioritize security It’s paramount that you prioritize the security of your portal users. This is the type of thing that is strictly visual, but goes a long way regarding user experience. Here is an example of how portals work in this Method’s CRM system.

Self Service 90

Self Service Customer Experience How To e-support 90

NobelBiz

APRIL 12, 2021

Softphones and User Experience Softphone technology exists to make the user interface as convenient and straightforward as possible. If you want to boost your business by using a softphone, make sure you select the right company with an interface that is built to have a good user experience.

Contact Center 52

Contact Center Telecommunications Software CRM 52

SurveySparrow

MAY 24, 2023

Integration: Integrate with payment gateways such as PayPal and Stripe and CRM systems such as Salesforce and HubSpot. You can add conditional logic, custom graphics, and even video or audio elements that give way to an engaging user experience. Support: Offers support through documentation, tutorials, and a community forum.

CRM 52

CRM Survey Analytics Report 52

Ecrion

JULY 17, 2018

This release offers a comprehensive view of your customers by allowing you to manage the integration of Ecrion accounts and contracts with other external systems, like Customer Management Systems (CRM). In addition, users can now deploy the Ecrion solution in an active-passive architecture. Single Sign-On has been updated.

CRM 40

CRM System User Experience Engagement 40

Gainsight

JULY 25, 2024

Questions to Ask an LMS Vendor How’s the User Experience (UX)? You should ask as many questions as you can think of when talking to an LMS vendor for the first time (especially the 5 listed here), but if you only have time for one, make it be about the user experience (UX). Is there documentation available?

Meeting 52

Meeting User Experience Groups CRM 52

ProProfs Chat

DECEMBER 6, 2021

Seamlessly transfer your form data to your marketing platforms, CRM, and more. Branching & Logic: Give a personalized experience to your form-fillers. 750+ editable business document templates. No Coding: Simplify how you collect user data and automate workflows of your documents without requiring any coding.

Survey 52

Survey Analysis CRM Report 52

SurveySparrow

JANUARY 5, 2024

It is easy to get lost in the CRM realm. Imagine having an intelligent assistant that automates tasks, crafts spot-on emails, and effortlessly teams up with your CRM system. CRM Integration: ActiveCampaign plays nice with your other tools, especially your Customer Relationship Management (CRM) system. But guess what?

Multi-Channel 52

Multi-Channel Comparison Survey Social Media 52

Thematic

JUNE 3, 2021

Or you could decide to connect your survey responses to information you already hold about that customer in your CRM. If you decide you want to connect your CRM data to your respondent data, there are two ways you can go about it: 1. A survey can be run stand-alone, that is, only contain the information that the respondents give you.

Survey 62

Survey Tools Customer Experience Measurement 62

SurveySparrow

MARCH 5, 2024

The platform lets you create forms and surveys, prepare documents, and collect e-signatures effortlessly. Documents and eSignatures You can easily create custom agreements, proposals, and contracts with Formstack’s document. It lets your respondents or customers sign a document from any device. What is Formstack ?

Comparison 52

Comparison Survey Analytics Connections 52

CSM Magazine

MAY 19, 2023

CRM (Customer Relationship Management) systems help businesses collect, store, and analyze customer information from different channels. CRM enables better decision-making and organization of resources, ensuring that customer needs are met effectively.

Customer Journeys 52

Customer Journeys Customer Experience Net Promoter Score Effort Score 52

Quadient

SEPTEMBER 30, 2022

The information included in these communications comes from a variety of systems: Customer data from a customer relationship management (CRM) system. With CCM, maintaining your documents is faster and easier. Therefore, it’s critical to select a CCM provider that has a proven methodology and extensive migration experience.

Communication 52

Communication Management Customer Journeys Omni-Channel 52

Magellan Solutions

MAY 13, 2020

This refers to examining existing documents and records of an organization or agency. Reviewing documents and records is the easiest data collection method that won’t take minutes to do. Reviewing documents and records is the easiest data collection method that won’t take minutes to do. This strategy is useful in some cases.

Data 52

Data Strategy Social Media Survey 52