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Why You Should Throw Out Your CRM

Totango

You don’t need your CRM. How Your Customer Success Platform Can Replace Your CRM. Recurring-revenue businesses succeed by nurturing customer relationships over the entire lifecycle. Gain critical insights into the health of each customer’s account, making it easier to prevent churn or seize opportunities.

CRM 91
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How to Gain Leadership Buy-In for Customer Experience: A Guide for CX Change Agents

Experience Investigators by 360Connext

You can understand that you need to eat healthier and exercise more to live a healthy life. And yet, leadership buy-in is a critical part of customer experience success. Leaders begin to champion customer experience as a core value and ensure that customer-centricity is embedded in the organization’s operations at every level.

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How to Upgrade to an Advanced Customer Experience Strategy

Lumoa

How to Spot Gaps in Your CX Strateg y Tracking this data through CX management software gives companies the freedom to tinker with other aspects of CX, like the number of customer touchpoints or level of personalization, with measurable KPIs to judge the results. Fine-tuning your CX elements is a constant exercise.

Strategy 208
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7 Customer Service Tips for Financial Service Companies

Kustomer

Customer trends are constantly shifting based on the needs and wants of the modern buyer, but solving issues promptly, personalized customer service, embracing digital technology and proactive support are key customer service expectations that dominate CS in the financial services industry.

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Customer Service is a Gold Mine for Employee Experience Ideas

Russel Lolacher

Voice of Customer (VoC) Programs – this is a focus on capturing, analyzing and reporting on all customer feedback—expectations, likes, and dislikes—associated with your company. this exercise collects customer’s feedback about their experiences with and expectations for your products or services.

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13 Customer Success Manager Skills to Look for When Hiring

Totango

CSMs often serve as the first point of contact between customers and your company and must communicate with other team members. Required interpersonal skills include active listening, communication, and relationship skills. Relationship Management. Management Ability. Coaching and Training.

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The 12 Best Customer Service Software Tools for 2022

Kustomer

High-quality software solutions and tools are versatile and can be used across industries such as healthcare, education, retail, e-commerce, and finance, as well as anything in-between, that necessitates customer communication. These tools can be curated and customized to achieve goals specific to your industry and business needs.