InMoment XI

OCTOBER 24, 2024

What is the Difference Between a Customer Engagement Platform and Customer Relationship Management (CRM)? Debating the differences between customer engagement platforms and CRM systems is natural. Customer Relationship Management (CRM) Customer relationship management systems utilize the data of existing customers and focus internally.

Customer Engagement 195

Customer Engagement Engagement Omni-Channel e-support 195

ECXO

NOVEMBER 19, 2024

Unified Customer Profiles : Use CRM systems to maintain a unified view of each customer, ensuring that every interaction feels seamless and informed. Each touchpoint presents a unique opportunity to engage them in a way that resonates deeply, allowing them to become the heroes of their narratives.

Customer Experience 296

Customer Experience Social Media Customer Journeys Touchpoint 296

InMoment XI

DECEMBER 30, 2021

And they also answered a few questions from CX professionals throughout the presentation. One of the strategies Pfeifer explained is to have a single-account view of feedback in a customer relationship management (CRM) dashboard. Check out this resource to keep up with future presentations and discover past webinars. .

Strategy 370

Strategy Touchpoint Metrics Customer Journeys 370

ECXO

OCTOBER 30, 2024

Often, businesses present a plethora of products and services, creating an overwhelming experience. Implementing data analytics and customer relationship management (CRM) tools can help businesses tailor their offerings and communication effectively. Similarly, in the realm of customer experience, personalization is key.

Customer Experience 156

Customer Experience Self Service Social Media Consumers 156

InMoment XI

NOVEMBER 14, 2024

Sentiment Analysis Competitor Analysis Multi-Platform Coverage Keyword and Hashtag Tracking Analytics and Reporting Content Creation and Scheduling CRM Integration A social listening tool lets you tap into online conversations around your business. Reporting tools allow you to present these insights to stakeholders in a clear manner.

Tools 195

Tools Social Media Customer Experience Analysis 195

ECXO

JUNE 7, 2023

We are thrilled to announce and extend our invitation to you for an exciting and informative discussion: “Creating Engaging Experiences in Real-time,” presented by the ECXO in collaboration with SAS. Robert has extensive experience as a CRM campaign manager and has taken CRM into the cloud.

Customer Experience 240

Customer Experience Engagement Chief Customer Officer CRM 240

GetFeedback

APRIL 17, 2019

The tools capable of handling the reasons why customers don’t contact customer service are usually found in the CRM market. Now, we show how CRM-based platforms eliminate the above reasons and go deeper into delivering customer service. Still, having all this in common, they do offer unique features.

Self Service 255

Self Service Customer Service Multi-Channel CRM 255

InMoment XI

NOVEMBER 26, 2024

Increased Resource Allocation Customer journey maps can help you identify problems and present a strong business case for customer experience improvement. Use analytics tools, customer feedback, and data from CRM systems to monitor how customers interact with your brand across touchpoints.

Customer Journeys 195

Customer Journeys Customer Experience Strategy Touchpoint 195

Storyminers

JULY 2, 2020

Tie your website to your CRM. If you don’t have a CRM (customer relationship management) system, get one–even if you’re just starting out. We’re creating a new website right now, and 70% of the content will be driven from the CRM system, as opposed to from our website. To do: Email presentation to myself. Thumb drive.

Customer Journeys 246

Customer Journeys CRM Retail Video 246

Magellan Solutions

FEBRUARY 15, 2023

The adoption of customer relationship management (CRM) systems in the business world has been a game changer for employees. A CRM virtual assistant (VA) is an extension of the customer service team, which handles routine tasks for clients. The duties of a CRM virtual assistant is not limited to handling customer support.

CRM 95

CRM Customer relationships Social Media Sales 95

eglobalis

OCTOBER 1, 2024

Additionally, integrating CRM systems with collaborative platforms can provide Sales and CX teams with real-time customer data, enabling more personalized and effective customer interactions. The 11 actionable strategies presented in this article provide a roadmap for eradicating silos and fostering a fully integrated organization.

Customer Journeys 446

Customer Journeys Culture Leadership Effort Score 446

InMoment XI

NOVEMBER 18, 2024

Quantitative Data Analysis Quantitative analysis uses website and/or app analytics combined with CRM data to analyze numerical data. This can also help you increase cross-sell and upsell opportunities by presenting items that customers are more likely to purchase.

Analysis 195

Analysis Customer Journeys Social Media Analytics 195

Vonage

SEPTEMBER 25, 2018

Hang around the CRM space long enough and you’re bound to hear the term “360-degree view of the customer.” For example, many voice conversations between the business and the buyer never make their way into CRM, simply because integration is often lacking. A more systemic problem is what might be termed “data sprawl.”.

Connections 228

Connections Data CRM Contact Center 228

Kustomer

JULY 12, 2022

They’re utilizing the most impactful technology solutions to steer customer service and support with customer relationship management (CRM). The CRM is the heart of the omnichannel CX strategy by providing a centralized location in which to collect and access data from every customer interaction across every channel and with every agent.

Omni-Channel 93

Omni-Channel CRM Culture Training 93

eglobalis

JULY 2, 2024

CRM Integration : Correlate feedback data with customer profiles and transaction history for deeper insights into behavior and preferences. The emergence of advanced data analytics and real-time feedback mechanisms presents a transformative opportunity for organizations to transcend the constraints of NPS.

NPS 456

NPS Feedback Net Promoter Score B2C 456

Optimove

JULY 29, 2021

Major sporting events present numerous challenges to online gaming and betting operators, especially when it comes to CRM. You can learn more about it on this video: We also provided lots and lots of CRM Marketing content about other ways marketers should deal with the effects of the coronavirus.

CRM 98

CRM Sports Strategy Entertainment 98

Lumoa

MAY 19, 2020

A business case is a detailed presentation that compares several options and makes a recommendation. Present your case. The final step of your business case is presenting it in a formal document. Some leaders prefer PDFs, while others use slideshows to present their business cases. Present your case. Assess risk.

How To 243

How To Multi-Channel Return on Investment Study 243

GetFeedback

MARCH 20, 2019

Use a survey software that integrates surveys with your CRM to automate the distribution of your transactional surveys right after a customer interaction when it’s still fresh in people’s minds. Present your survey in a way that is easy to complete and visually engaging. Automate surveys. Use logic mapping. Survey logic for the win.

Customer Journeys 255

Customer Journeys Survey Net Promoter Score Touchpoint 255

Kustomer

MAY 19, 2022

They poured their collective expertise into the next evolution in customer service – the Kustomer CRM – a CRM for customer service designed to work with the messaging apps people use most–all of them. The Kustomer CRM works across all the channels your customers use like phone, email, chat, SMS, and of course, messaging.

CRM 92

CRM Communication Retail Video 92

Experience Investigators by 360Connext

OCTOBER 17, 2023

Identify Business Outcomes Before presenting the business case for CX efforts, it is important to identify the specific business outcomes that will be impacted by improved customer experience. Don’t be afraid of leveraging goals like “Full implementation of a new AI-powered Customer Relationship Management (CRM) system.” Stories can.

Leadership 259

Leadership Customer Experience Customer Centricity How To 259

Customer Bliss

MAY 23, 2019

She spent time in the boardroom with the CEO and with the executives who presented a high-level overview of the department. Additionally, Aurelia noticed a CRM system wasn’t in place. As Aurelia increased awareness of the CX work across the company, she presented a new concept to her monthly management meeting.

Culture 216

Culture Company Customer Journeys CRM 216

eglobalis

JULY 31, 2024

The APAC region, known for its rapid technological advancements and tech adoption as its diverse markets, presents unique opportunities and challenges in the realm of customer experience. We will also explore the unique challenges faced by the CX industry and how specific MarTech solutions can benefit B2B customers, with a global focus.

Customer Experience 430

Customer Experience Social Media Analytics Chatbots 430

GetFeedback

NOVEMBER 20, 2018

The difference is that they present a short, personalized, relevant set of questions right after the experience is over. Integrating with your CRM and/or email provider makes it easy to automate survey distribution. And if you integrate surveys with your CRM , then you can avoid asking for information you already have.

Customer Satisfaction 257

Customer Satisfaction Survey Net Promoter Score Social Media 257

CSM Magazine

MARCH 5, 2025

Financial advisors can maintain important client information by installing crm for financial advisors software and use this platform to personalize automated messages and still deliver genuine human interactions through the system. A thoughtful present that connects to the client’s interests will bring more value than expensive items.

Financial 52

Financial CRM Connections Resources 52

Kustomer

JULY 18, 2022

The benefits of upgraded customer relationship management (CRM) software are immeasurable. With 72% of consumers expecting their problems to be solved instantly upon contacting customer service, you need a CRM that can keep pace with increasingly complex consumer preferences. Features of a Modern CRM and Chatbots.

Chatbots 88

Chatbots CRM Connections Multi-Channel 88

C3Centricity

MARCH 15, 2018

CEX #CRM #CustomerSatisfaction Click To Tweet. And probably it’s a lot more than you even know about at present, at least from my experience! CEX #CRM #Customer Click To Tweet. Surprise and delight are the table stakes of today's world of customer service. In Conclusion.

Data 312

Data Retail Analysis Analytics 312

Comm100

DECEMBER 2, 2021

Thankfully, digital technologies are presenting new opportunities for financial services organizations to engage with customers in 2022. With CRM integration, live chat also enables financial services organizations to pull additional CRM data to the agent console – from loan history to mortgage status.

Financial 246

Financial Trends Customer Experience Omni-Channel 246

Customer Bliss

AUGUST 31, 2016

However, don’t forget that a B2B customer is also a B2C consumer on their own time, when they email a retailer about a birthday present or have a live chat about movie tickets. Be it the evolution of the internet or more recently smartphones, the ever-changing consumer has been more agile and modern than the traditional B2B customer.

Omni-Channel 268

Omni-Channel B2B Customer Engagement Engagement 268

Experience Investigators by 360Connext

JANUARY 18, 2022

And that training can feel tactical and task-driven, like explaining how to track customer records in a Customer Relationship Management (CRM) platform. Ask leaders who are committed to the customer experience to present to the entire organization and share what they’re doing.

How To 378

How To Customer Journeys Culture Training 378

Optimove

FEBRUARY 1, 2024

2024 Lightning Talks cover crucial gaming topics presented by Optimove experts and are a “must-attend” for any marketer looking to quickly up their game in the gaming industry. Inbar will provide attendees with all the details on how AI optimizes CRM marketing – stay tuned! Learn more about each topic and why you should attend below.

CRM 69

CRM Sports Consulting Data 69

AWS Machine Learning

MARCH 19, 2025

Its the kind of ambitious mission that excites me, not just because of its bold vision, but because of the incredible technical challenges it presents. Theyve taken on a technology most of us now take for granted: search. ServiceNows innovative AI solutions showcase their vision for enterprise-specific AI optimization.

Innovation 137

Innovation Healthcare Training Resources 137

Experience Investigators by 360Connext

APRIL 23, 2024

CX leaders need to present strong business cases for every step of their journey. Is this the same as Customer Relationship Management, or CRM? CRM is about managing the data and input from customers to help deliver on a Customer Experience Strategy.

ROI 260

ROI CEM Net Promoter Score Customer Experience 260

Uniphore

JANUARY 4, 2022

Gain premier access to our execs as they present the latest product innovations transforming industry leaders across the world. Moni Manor Chief Product Officer Moni Manor is Chief Product Officer at Uniphore, bringing over 25 years of experience with CRM, UC, CC and AI into this role. Mark Smith Analyst, Ventana Research.

Contact Center 317

Contact Center Innovation Multi-Channel Customer Retention 317

TechSee

JUNE 16, 2022

Shep Hyken, Chief Amazement Officer at Shepard Presentations. He’s the CAO (Chief Amazement Officer) of Shepard Presentations and leading international authority on customer service, CX, and loyalty in business. Roy is a prolific writer, speaker, webinar presenter, and podcaster as well as a contact center industry analyst.

Customer Service 251

Customer Service Contact Center Chief Customer Officer Call Center 251

CloudCherry

JULY 10, 2019

Sometimes, you may not even realize how elements of customer service are present in the most basic user interactions. On the other hand, a b2b company that sells CRM software will have questions about the customer’s industry, the number of employees they have, and their location.

Self Service 231

Self Service Customer Experience Customer Service Chatbots 231

InMoment XI

OCTOBER 23, 2024

Your bank can present itself as a reliable option by demonstrating a commitment to making their customer journey smooth and personalized. These integrations can include your customer relationship management (CRM) and marketing automation. In a period of financial anxiety, customers are looking for institutions they can trust.

Banking 195

Banking Customer Experience Effort Score Financial 195

Optimove

FEBRUARY 5, 2025

The analysis is from Optimove Insights, the research arm of Optimove the #1 CRM Marketing Solution for iGaming and sports betting operators. This expansion presents significant opportunities for sports betting operators to capitalize on an increasingly active and engaged NFL betting audience.

Sports 69

Sports CRM Analysis Tips 69