ChurnZero

MARCH 25, 2022

To minimize the disruption of a transition and ensure your relationships, both with your customer and your team, come out stronger on the other side, follow this four-step process: Perform a data dump. Debrief internally and schedule a future leadership touchpoint. to your CRM and/or Customer Success platform.

How To 98

How To Touchpoint CRM Customer Success 98

ChurnZero

MARCH 25, 2022

Ask the tCSM to note the customer’s past successes to set a positive tone for the transfer. For example, the nCSM should be able to pick up right where the tCSM left off and say, “You’ve seen n% ROI and were able to accomplish X in the last two quarters. to your CRM and/or Customer Success platform. What’s next for you?

How To 52

How To Touchpoint CRM Customers 52

Integrity Solutions

SEPTEMBER 28, 2023

When you add real value through problem solving, asking questions and continually presenting new ideas and insights, your customers will view you as a trusted advisor and partner, not just a vendor. Most importantly, they always keep the human element of customer service at the forefront. Is it about creating loyal customers?

Customer Service Training 105

Customer Service Training Training Customer Service Contact Center 105