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Trends shaping The Forrester Wave™: Customer Success Platforms report

Totango

Those insights empower CS teams to proactively deliver maximum value to customers, reduce churn risks, uncover accounts with high and low engagement, and maximize growth through expansion revenue. Cross-functional collaboration B2B organizations increasingly rely on multiple best-in-class tools to manage customer data as tech stacks expand.

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5 Easy (and Effective) Routing Rules for Omnichannel

Comm100

Omnichannel routing allows companies to connect customers to the right agent at the right time, instantly and automatically. The preferred channel is usually the one the customer reaches out on first, but you can ask them, store this information in your CRM, and use it for future routing. Customer journey.

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How to Invest in Customer Experience in 2023

Blake Morgan

There’s a strong connection between investing in customer experience and increasing the bottom line. But what happens to CX budgets during economic uncertainty, inflation, and changing customer priorities? Among the top digital investments are customer relationship management (CRM) systems, AI, and customer analytics.

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Guest Post: 14 Ways to Improve Customer Experience in Flexible Workspaces

ShepHyken

If you want to go all out, also consider offering relaxation areas or other dedicated spaces for stretching or meditation to enhance the overall comfort of your customers. Offer Reliable and Fast Internet Connectivity In today’s digital age, a fast and reliable internet connection is critical for any quality workspace.

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How to transition customers to a new CSM in 4 steps

ChurnZero

If the data dump can’t happen live, save all written correspondence as a transition task in your CRM or Customer Success platform for future reference and review. Have the tCSM list all customer contacts and describe their personalities. to your CRM and/or Customer Success platform. Customer Success around the web.

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How to Prevent Blind-Side Churn by Identifying and Aligning With Customer Stakeholders

Gainsight

As your customers change priorities and shift strategies, maintaining alignment with their executives and decision makers becomes paramount. With Stakeholder Alignment, Gainsight helps you set up a regular process for executive check-ins, monitor when there are organizational changes, and keep an eye on stakeholder sentiment over time.

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Six Near-Universal CX Problems… And Six Solutions to Overcome Them

Experience Investigators by 360Connext

Customers began to gain control in ways leaders didn’t predict. The levels of transparency and visibility between company and customer changed drastically. One customer could make a big ruckus and get the world’s attention over a weekend, while the corporate PR department clocked out.