Circular Edge

JANUARY 31, 2023

Blog Credit: Tom Kelly, January 30, 2023 (7 Success Factors In Building a Highly Effective Office of the CFO | NetSuite) An important key to success for any growing company is to ensure the office of the CFO evolves beyond its traditional focus on record to report. Deadlines are also getting tighter. Drive process efficiencies.

Financial 52

Financial Government Competitive Advantage Analytics 52

Totango

OCTOBER 20, 2021

In this blog, we’ll walk you through the basics of what customer journey optimization is and how it applies to the different steps in your customers’ lifecycles. For best results, standard procedures should be automated for each key touchpoint in customer journeys to ensure efficient, consistent delivery of satisfying experiences.

Customer Journeys 91

Customer Journeys Touchpoint Self Service Customers 91

CSM Practice

JANUARY 13, 2021

Some of the renewal management challenges for many businesses include : Lack of a customer-centric approach. Overwhelmed CSMs managing renewals, health, and expansion. Poor automation and customer segmentation. Account review and summary of previous interactions. Key Terms Related to the Renewal Process.

How To 98

How To Self Service Touchpoint Customer Centricity 98

Call Experts

APRIL 14, 2023

IVR systems are designed to streamline communication and customer service for businesses through automation and simplifying interactions with callers. This blog will discuss everything you need about how IVR solutions streamline everyday and emergency business communication worldwide. How Do IVR Systems Work?

System 52

System Self Service Call Center Wait Times 52

Call Experts

OCTOBER 5, 2023

Ultimately, a well-managed contact center can be the lifeline of your customer service operations. To ensure you choose the right one for your business, whether it’s a contact center for lawyers or the medical field, it’s essential to consider several key factors. Why are Call Centers Important?

Contact Center 105

Contact Center Call Center Guidelines Customer Satisfaction 105

Totango

OCTOBER 20, 2021

In this blog, we’ll walk you through the basics of what customer journey optimization is and how it applies to the different steps in your customers’ lifecycles. For best results, standard procedures should be automated for each key touchpoint in customer journeys to ensure efficient, consistent delivery of satisfying experiences.

Customer Journeys 72

Customer Journeys Touchpoint Self Service Customers 72

CustomerSuccessBox

DECEMBER 1, 2021

Intelligent onboarding automation: Speeds up the process of onboarding new customers, regardless of the industry It dematerializes the corresponding workflows and Reduces latency between touchpoints throughout the customer journey. Why automate customer onboarding? Additionally, automation helps you with scalability.

Tips 52

Tips CRM Customer Journeys Customers 52

Call Experts

APRIL 8, 2024

Ultimately, a well-managed contact center can be the lifeline of your customer service operations. To ensure you choose the right one for your business, whether it’s a contact center for lawyers or the medical field, it’s essential to consider several key factors. Why are Call Centers Important?

Contact Center 52

Contact Center Call Center Guidelines Customer Satisfaction 52

Gainsight

JANUARY 20, 2023

Having a strategic success plan in place allows you to chart out the digital touchpoints that can add automation and efficiency in the process. According to the Gartner Group, 20% of your existing customers will generate 80% of your future revenue. This stat emphasizes why churn prevention has always been a key focus for CS teams.

Customer Success 52

Customer Success Strategy Touchpoint Tips 52

Totango

OCTOBER 20, 2021

In this blog, we’ll walk you through the basics of what customer journey optimization is and how it applies to the different steps in your customers’ lifecycles. For best results, standard procedures should be automated for each key touchpoint in customer journeys to ensure efficient, consistent delivery of satisfying experiences.

Customer Journeys 62

Customer Journeys Touchpoint Self Service Customers 62

Totango

APRIL 6, 2021

As part of our tracking in Totango, we track all enhancement request conversations that we have with customers so that we can pull that in reporting and then use it to help make our decisions for product roadmaps in the future. How do you track the success of automation and the campaigns you’re sending out to customers through Totango?

CRM 62

CRM Roadmap Customer Success Customers 62

SurveySparrow

APRIL 28, 2023

I sincerely doubt I’m qualified to write a blog about product qualified leads. As someone who went “product qualified what?”, Fortunately, there are plenty of smart, insightful people who are experts in this area. – Andre Solomon, GTM Enablement, SurveySparrow What is the difference between PQL vs MQL vs SQL vs AQL ?

Case Study 52

Case Study How To Effort Score Metrics 52

Lumoa

OCTOBER 31, 2018

It’s predicted, that by 2020 customer experience will overtake price and product as the key brand differentiator when making consumer choices. We asked 15 experts these three questions to figure out what direction industry is taking: How do you see the future of customer experience? So, what should we expect in the nearest future?

Customer Experience 160

Customer Experience Customer Centricity Culture Consulting 160

Gainsight

DECEMBER 19, 2022

Needless to say, businesses are being more conservative and careful with where they are spending their money and allocating their resources. To paraphrase the words of Tim Urban from the infamous “Wait but Why’” blog, there are certain times to act like “the chef” and other times to adopt the ways of “the cook.”

Effort Score 52

Effort Score Customer Success Report Tools 52

Comm100

NOVEMBER 5, 2020

Access to information is key to the success of any customer service team, whatever channel you use. Use this blog post to learn how to create an internal knowledge base in just four easy steps. Sort, format, and manage your content. Let’s take a look at the key benefits of an internal knowledge base. Gather your content.

Knowledge Base 130

Knowledge Base Omni-Channel Software Policies 130

Interactions

MAY 7, 2020

Automation powered by Conversational AI is being discussed and considered more frequently than ever before. In this blog I will give you a few themes to test the validity and feasibility of your Conversational AI implementation to ensure lasting success. Managed services may be the right approach for you.

Contact Center 71

Contact Center Wait Times Technology Training 71

AWS Machine Learning

SEPTEMBER 7, 2023

Use cases Industrial control involves the management of complex systems, such as manufacturing lines, energy grids, and chemical plants, to ensure efficient and reliable operation. A policy is trained to find the action, at a given observation, that is likely to produce the highest future rewards. Store these objects in Amazon S3.

Data 94

Data Policies Training System 94

Gainsight

MARCH 31, 2020

If you’ve been following customer success blogs recently, a lot has been said and written about how to communicate better and consistently in times of crisis like the one we’re all going through. To do more with less in CS, many companies are relying more than ever on process simplification, automation and consistency to add scale.

Customer Success 85

Customer Success Tips CRM e-support 85

ClearAction

NOVEMBER 26, 2017

I added a couple of new reasons and organized the list into four topical categories: enterprise transformation, marketing accountability, marketing efficiency and effectiveness, and marketing transformation. Marketing Operations = greater capacity to create the future & reinvent Marketing from within. Marketing Accountability.

Marketing 70

Marketing Roadmap Competitive Advantage Leadership 70

AWS Machine Learning

AUGUST 15, 2022

An IDP pipeline with AWS AI services empowers you to go beyond OCR with more accurate and versatile information extraction, process documents faster, save money, and shift resources to higher value tasks. In this two-part series, we discuss how you can automate and intelligently process documents at scale using AWS AI services.

Banking 74

Banking e-support Training Effort Score 74

AWS Machine Learning

SEPTEMBER 19, 2023

A multi-modal agent with generative AI boosts the productivity of a financial analyst by automating repetitive and routine tasks, freeing time for analysts to focus on high-value work. Implementing a multi-modal agent with AWS consolidates key insights from diverse structured and unstructured data on a large scale.

Financial 101

Financial Multi-Channel Marketing Analysis 101

Totango

JUNE 26, 2020

There are five key CS best practices that can guide your customers through to the better times ahead. . Automating this monitoring process by using an early warning system can give your team time to react to potential churn or capitalize on opportunities for growth. Lean on Your Customer Data. Segment Your Customers. Be Flexible.

Customer Retention 91

Customer Retention Telecommunications Communication Customer Success 91

Circular Edge

DECEMBER 13, 2022

Blog Credit: Pamela Pierce, December 7, 2022 (5 Ways to Extract Serious Value from Your Transactional Data | NetSuite). The IRS, for example, requires that data relating to tax filings be kept for up to seven years, and the SEC wants information held for up to six years after an account is closed.

Data 52

Data Competitive Advantage Multi-Channel Analytics 52

Circular Edge

MAY 2, 2022

Blog Credit: Ian McCue, April 26, 2022 ( 10 Ways to Excel in the Evolving Role of the CFO | NetSuite). Key themes include collaborating with business units and being proactive in hiring. The key is to apply those abilities to other aspects of the business — and there is ample opportunity to do so. Take an active role in hiring.

Culture 52

Culture Healthcare Apparel Financial 52

ProProfs Chat

JANUARY 7, 2020

If there is no accountability on the part of the agent if response times have been really prolonged. If agents end up doing a lot of manual work in the absence of adequate automation. Ensure that your agents are aware of their roles and responsibilities along with who they are accountable to if and when there are lapses in service.

Customer Service 112

Customer Service How To Customer Journeys Customer Centricity 112

CustomerSuccessBox

APRIL 29, 2022

For product teams, ensure that product managers have direct and unrestricted access to customers. To engage users further, you may set up automated emails that are sent when they do a specified action. ” Here’s how to make the most of your sales pages,” and point them to a blog or educational video. Onboarding.

Strategy 52

Strategy Customer Retention Metrics B2B 52

ChurnZero

JULY 12, 2019

This is a guest blog post by Andy Mura, the Head of Marketing at Userlane. Perhaps product problems, loss of a key user in the account, a bad use case… Sure, these are some reasons why customers may churn, but the reality is that your churn rate is deeply connected to the quality of onboarding journey your users go through.

Customer Success 75

Customer Success Customer Experience How To Roadmap 75

SurveySensum

NOVEMBER 3, 2023

In this blog, we’ll explore seven customer service trends for 2024. And yes, an efficient customer feedback platform tool is the key to it. Nowadays customers expect swift and personalized responses, and AI is the key to meeting your demands while keeping businesses competitive. When you need a human touch, you get it.

Trends 52

Trends Self Service Customer Service Chatbots 52

Amity

APRIL 7, 2017

You might need additional funds to purchase a Customer Success Operations system to automate playbooks and avoid unnecessary manual work. You might need additional funds approved to hire additional Customer Success managers. Demonstrate and articulate the value you create to your Management team and Board of Directors.

Customer Success 67

Customer Success Chief Customer Officer How To Metrics 67

AWS Machine Learning

AUGUST 25, 2022

Enterprise and government customers are migrating their manual translation workloads to take advantage of automated ML translation services. Launch the provided AWS CloudFormation template to deploy the solution in your account. This helps you avoid continuing costs in your account. Deploy the solution with AWS CloudFormation.

Insurance 64

Insurance Policies Data Resources 64

ChurnZero

FEBRUARY 4, 2022

There are many metrics that you pay attention to as a manager that your investors don’t care about. Health scores by Account*. Revenue retention by Account. Logo retention by Account. Whether you need to convince investors to support your idea or fund more resources, make the focus about them.

Metrics 98

Metrics Customer Success Engagement Effort Score 98

Waypoint Group

JUNE 7, 2018

Focusing on the word “accomplishment” is the key (the CS industry has more commonly used the word, “outcome” or “result”). Or are you just hitting them with automated emails? Your key stakeholders (i.e. Your key stakeholders (i.e. Are you reaching out to contacts that assess and manage to business outcomes?

Customer Success 40

Customer Success Customer Journeys B2B Feedback 40

CSM Practice

APRIL 17, 2017

You might need additional funds to purchase a Customer Success Operations System to automate playbooks and avoid unnecessary manual work. You might also need additional funds approved to hire additional Customer Success managers. Referrals can be expressed in the total number of deals, the number of accounts or AVC, ARR, and MRR.

Customer Success 56

Customer Success Chief Customer Officer Metrics Effort Score 56

SurveySparrow

APRIL 11, 2021

57% of marketers say that lead nurturing is the most valuable feature of automation software. Automate to scale: By automating the lead nurturing process, you will be able to work on many other core tasks. Use a good email marketing automation platform to create automated email sequences. Free consultation calls.

Strategy 98

Strategy How To Effort Score Social Media 98

BirdEye

MARCH 10, 2022

To answer your customer’s questions with the same immediacy of a livechat representative, you can automate the process by letting a chatbot answer commonly asked questions. It’s nice to automate these basic questions so your employees can tackle the more difficult customer queries. Benefits of chatbot: Easily answer FAQs.

Chatbots 95

Chatbots Software Examples Tools 95

CSM Practice

APRIL 17, 2017

You might need additional funds to purchase a Customer Success Operations system to automate playbooks and avoid unnecessary manual work. You might need additional funds approved to hire additional Customer Success managers. Referrals can be expressed in the total number of deals, the number of accounts or AVC, ARR, and MRR.

Customer Success 40

Customer Success Chief Customer Officer How To Metrics 40

SurveySensum

MAY 20, 2020

In this blog we will understand how the world is facing this disruptor and taking actions to advance to a new world. Empathy and Emotions will be key behavior and brands focusing on these will sustain the crisis and would come stronger and survive in the new world. Automation is the future.

Omni-Channel 52

Omni-Channel Customer Experience Social Media Healthcare 52