InMoment XI

OCTOBER 23, 2024

Your bank can also assign dedicated staff to onboard customers onto digital platforms to ensure a smooth transition. Provide digital literacy resources to educate customers. Offer regular digital literacy classes or webinars to help customers become familiar with banking apps, online transactions, and cybersecurity practices.

Banking 195

Banking Customer Experience Effort Score Financial 195

ECXO

JUNE 23, 2024

This involves not only training your team on customer success principles but also ensuring that every department within your company understands and prioritizes the customer’s success and satisfaction. Furthermore, implementing the right technology and tools is paramount for the success of your customer success team.

Customer Centricity 358

Customer Centricity Culture Customer Journeys Customer Satisfaction 358

Alliance by IFS

APRIL 24, 2019

Watch the on-demand webinar now to see how non-technical users without coding skills can build integrations. Can you afford data entry errors, data silos, long customer response rates and prolonged decision making since your users don’t have a holistic view of customer data? Drive technology adoption and engagement.

Customer Relationship Management 16

Customer Relationship Management CRM User Experience Customer relationships 16

Alliance by IFS

APRIL 10, 2019

Join our webinar on April 18th to learn about key integration challenges faced by today’s service organizations and see how our FSM solution’s “Low-Code/No Code” Integration Toolkit can help your organization. By Michael Glaser, Director Technology Solutions, Astea North America.

Connections 91

Connections Data Multi-Channel User Experience 91

NICE inContact

AUGUST 1, 2019

The Blueprint for Growth offers contact centers practical advice and proven techniques for growing revenue by turning customers into advocates.

Self Service 150

Self Service Contact Center Omni-Channel Loyalty Programs 150

NICE inContact

APRIL 2, 2018

Here are a few examples: Facilitate seamless integration been customer service and Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) applications to give agents the context they need to solve problems. Just what can you do with a CCaaS-based CX development platform?

Innovation 137

Innovation Competitive Advantage Contact Center Omni-Channel 137

Alliance by IFS

SEPTEMBER 20, 2019

Typically, field service management solution, customer relationship management (CRM), enterprise resource planning (ERP), and other software platforms drive effective customer communications and business operations. The webinar also includes a demonstration of Astea’s low- and no-code toolkit.

Management 62

Management CRM Customer Relationship Management Customer Satisfaction 62

Comm100

JUNE 30, 2016

.” With a 4 ½ out of 5 star rating, Customer Service Excellence is a self-paced course that uses interactive drag-and-drop features and active feedback that can help students obtain top-notch customer relationship management skills. Customer Service by Vision2Learn. Cost: Free. Duration: 9 or 11 weeks.

Customer Service Training 186

Customer Service Training Course Training Customer Service 186

NICE inContact

AUGUST 1, 2019

The Blueprint for Growth offers contact centers practical advice and proven techniques for growing revenue by turning customers into advocates.

Self Service 120

Self Service Contact Center Omni-Channel Loyalty Programs 120

Totango

AUGUST 16, 2022

Customer retention software is an app that promotes SaaS subscription renewals and reduces churn rates. For instance, a customer relationship management (CRM) app may be used to segment customers at risk of churn and reach out to them, serving as a CRM customer retention tool.

Customer Retention 106

Customer Retention Software Customer Success CRM 106

Talkdesk

FEBRUARY 16, 2021

Future-looking companies are now attaching sales and marketing metrics to their contact centers, which will require deep integrations with customer relationship management (CRM) and marketing automation systems, as well as the ability to unify that data for analysis. Graphs courtesy of Metrigy.

Contact Center 139

Contact Center Customer Experience Policies Competitive Advantage 139

Alida

DECEMBER 14, 2017

In a recent webinar , Darrell Beneker, director of consumer insights at Aurora Health Care, shared how the company uses ongoing insight to inform customer experience (CX) initiatives that create a seamless end-to-end patient journey. Aurora Health Care is on a mission to help people live well.

e-support 100

e-support Sports Healthcare Customer Relationship Management 100

Comm100

OCTOBER 8, 2016

For this reason, we’ve compiled a list of 15 customer retention strategies that can ease your pain and help you develop reliable, long-term customer loyalty. Relationship Marketing Strategies. Try creating materials like: Seminars/Webinars. Give customers one-on-one attention. Special Reports. White Papers.

Customer Retention 163

Customer Retention Loyalty Strategy Loyalty Programs 163

Totango

AUGUST 11, 2022

In this article, we’ll show you how to build client relationships digitally with your SaaS customers. First, we’ll look at how digital client relationships differ from live interactions and what this implies for SaaS customer relationship management. How Digital Client Relationships Are Different.

Tips 113

Tips Customer Journeys How To Net Promoter Score 113

ECXO

AUGUST 2, 2023

The open-access webinar with 120 places only is available. Relationship between AJO and Marketing Automation/Personalization • How to transition to the use of AJO over time (by building trust as you transition through the stages of automation). The journey continues… with real innovation.

Customer Journeys 156

Customer Journeys Leadership Customer Relationship Management Consulting 156

ClientSuccess

DECEMBER 28, 2020

Over the past several years, customer success has gone from a department only forward-thinking organizations had to an integral part of every single SaaS company in the world. Check out these additional resources from ClientSuccess: Webinar: Lessons Learned from Building 3 Customer Success Teams from Scratch.

Customer Success 88

Customer Success eBook Customer Relationship Management Metrics 88

SurveyGizmo

NOVEMBER 4, 2021

As you do, your data is integrated via API to the gaming company’s customer relationship management (CRM) platform and player profile database. A customer support agent runs a report on top-tier players for your favorite game and your profile appears. Three questions and you’re done. You get back to playing your game.

Survey 98

Survey Return on Investment eBook System 98

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. CX Lags Behind.

Data 98

Data Net Promoter Score NPS Effort Score 98

Lumoa

FEBRUARY 14, 2024

Watch the webinar replay of Redesigning CX programs: Enhancing the Way We Listen, Analyze, and Engage with Customers to learn more. Check out our Also, data analysis in CX will become much more exhaustive as customer relationship management (CRM) software becomes adept at gathering data.

Strategy 195

Strategy Customer Experience How To Multi-Channel 195

ChurnZero

AUGUST 14, 2020

Use these essential integrations for Customer Success software to fully wield the power of your customer data and create more enlightened customer experiences. . Customer Relationship Management (CRM) Software. CRMs primarily function as a relationship information database. Webinar Software.

Software 87

Software Customer Success NPS Net Promoter Score 87

ClientSuccess

JANUARY 10, 2020

Many onboarding teams turn to automated onboarding software or customer relationship management platforms to help manage and organize the onboarding process. But asking for lengthier recommendations after customers have had time to think through their experience might garner more targeted suggestions.

Customer Experience 65

Customer Experience eBook Metrics Customer Relationship Management 65

ClientSuccess

JANUARY 10, 2020

Many onboarding teams turn to automated onboarding software or customer relationship management platforms to help manage and organize the onboarding process. But asking for lengthier recommendations after customers have had time to think through their experience might garner more targeted suggestions.

Customer Experience 64

Customer Experience eBook Metrics Customer Relationship Management 64

BirdEye

OCTOBER 15, 2021

Delight your customers with two-way texting for customer surveys , which allows you to have a back and forth conversation with your customer (ask a question – get an answer) to get valuable feedback without missing a beat. . You can text invitations to your customers for events and ask if they are interested in attending.

Customer Retention 98

Customer Retention Loyalty Communication Customers 98

Thematic

FEBRUARY 2, 2025

Whether it’s pulling customer feedback from a CRM or pushing insights to an analytics dashboard, compatibility with analytics platforms is key. Look for companies that provide: Training Resources : Tutorials, guides, or webinars to help you hit the ground running. What Should It Integrate With?

Analytics 62

Analytics Tools Case Study How To 62

ClientSuccess

MARCH 2, 2021

One of the most visible differences between the two roles is the amount of time spent dealing with customer interactions and engagement. CSMs are responsible for the entire lifecycle of a customer relationship and often act as an overarching project manager for onboarding, implementation, training, and ongoing value.

Customer Success 62

Customer Success Management eBook Metrics 62

ClientSuccess

OCTOBER 20, 2020

For customer success teams, working from home while managing customer relationships remotely identified gaps – and opportunities – in internal processes that a customer relationship management platform can help address. Check out some of these additional resources: Toolkit: Customer Success Trends.

Customer Success 59

Customer Success eBook Customer Relationship Management Customer relationships 59

ClientSuccess

NOVEMBER 18, 2020

Customer relationship ‘developers’: While the value a customer achieves with an organization has a lot to do with the product itself, their sentiment and attitude towards a vendor relationship has to do with their customer relationship manager. eBook: Customer Success as a Culture: Leaders Edition.

Leadership 59

Leadership eBook Customer Relationship Management Customer relationships 59

ClientSuccess

JUNE 1, 2022

Unfortunately, while these are all not directly related to customer success or customer relationship management, the CSM is on the front lines of these relationships and is often looked to as the leader in all things customer churn. How to prevent customer churn. Toolkit: Churn Management Toolkit.

Tips 52

Tips Roadmap Customer relationships Customer Relationship Management 52

Natalie Petouhof

JUNE 15, 2015

Tweet Is your brand following any of these best practices for customer experience management? Find out more at this webinar on 6 steps to superb customer experience management and here’s the research paper on best practices in customer experience management, technology, roles and the strategy required for success !

Customer Experience Management 40

Customer Experience Management Technology Strategy Customer Experience 40

Team Support

JULY 22, 2020

Individual interpersonal relationships between an agent and a contact can be fantastic and help create fans within the company, but, far too often, when that internal “champion” at your customer company leaves so does the account. To avoid this, focus on customer relationship management , not individual relationship management.

B2B 52

B2B NPS Knowledge Base Customer Relationship Management 52

Amity

FEBRUARY 2, 2016

The Customer Success Forum is a part of the Customer Success Association, which offers a variety of resources for customer relationship management and optimization. • Webinars. January 13 - How to Build a Customer Success Culture with Strong Sales Alignment & Collaboration.

Resources 80

Resources Customer Success Customers Customer Retention 80

ClientSuccess

NOVEMBER 24, 2021

You can learn more ways to set up winning customer marketing strategies in your organization with our first three entries in this series: Customer Advocacy. eBook: Customer Success Best Practices from 20+ Executives. Toolkit: Customer Journey Toolkit.

Engagement 52

Engagement Marketing eBook Customer Relationship Management 52

Centercode

SEPTEMBER 24, 2019

Customer Validation (CV) is one of the main ways product managers are generating insights about their target market. But without a process for collecting and organizing customer data, it’s difficult to guarantee your insights will fuel your product management goals. Watch the Product Management Webinar Now.

Management 55

Management Roadmap Feedback Survey 55

NobelBiz

NOVEMBER 6, 2023

Speech Analytics: This tool uses natural language processing to analyze customer-agent interactions, providing insights into customer sentiment and agent performance. Customer Relationship Management (CRM) Software: CRM systems automate customer data management, providing a comprehensive view of customer interactions and histories.

Call Center 105

Call Center Self Service Contact Center Customer Service 105

NobelBiz

AUGUST 28, 2023

The idea to put together this article was inspired by one of our webinars, where Christian Montes and Mike McGuire shared some amazing insights about what makes a contact center tick and how to increase its overall metrics and performance. Watch the entire on-demand Webinar episode here.

Contact Center 98

Contact Center Omni-Channel Multi-Channel Self Service 98

Totango

SEPTEMBER 22, 2022

Pros : Totango’s customizable templates let CS teams get customer journey strategies up and running in minutes. SaaS CRM (Customer Relationship Management) Solution. CRM is a common way to keep a reference of all customers’ lifecycle stages. Totango is free forever for startups and offers a startup webinar.

Tools 71

Tools CRM Analytics Advertising 71

ChurnZero

NOVEMBER 8, 2019

Now more than ever Customer Success is essential to the long-term success of your entire organization. A relationship-focused approach to client management is a must. . Customer Relationship Management systems (CRMs) have changed the game when it comes to how companies know and track their customers.

CRM 63

CRM Customer Success e-support Chief Customer Officer 63