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Life Hack: Connecting Your Chatbot to a CRM Can Lead to Better Automated Support

Kustomer

The benefits of upgraded customer relationship management (CRM) software are immeasurable. The time, money and effort saved for both agents and customers is notable. In this blog, we’ll dive into the features of a modern CRM that you may be missing out on and ways to measure the success of your chatbot.

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CRM Marketing at Its Best: See How John Hardy Increased Monthly Average Net Revenue By 53% (along with other KPIs)

Optimove

Like most customer-centric organizations, John Hardy’s marketing team is determined to deliver customer-first experiences, industry-leading customer satisfaction, and nurture meaningful customer loyalty. So, John Hardy divided their Optimove-managed activities into three main areas: 1. The Solution.

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Your CX Playbook for Financial Services

Kustomer

CX involves both direct interactions initiated by the customer, and also indirect interactions the customer has with the organization: for example, when a customer sees a wealth management company’s advertisement on a billboard or follows a bank on social media. What Is Financial CRM Software?

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The 23 Keys to Creating Raving Fans Part 2

C3Centricity

As mentioned last week, you can download the full white paper HERE. If customer is willing to discuss the competition, the insight will be valuable in how you compare to the competition as well as the best of class vendor. The Customer Loyalty Wheel ™. They also will give you specific actions to improve.

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Top 15 NBFC Customer Feedback Tools for Effective Feedback Management

SurveySensum

High interest rates, endless documentation, technical glitches, a lengthy loan process, and incompetent customer support are a few issues that customers face. So, to ensure long-term success, NBFCs should focus on improving customer satisfaction, which should go beyond mere transactions.

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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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How to Analyze Survey Results: A Guide to Mastering Customer Feedback Analysis

Lumoa

Effectively analyzing survey results can provide numerous benefits, such as enhanced customer satisfaction, increased sales, and improved brand loyalty. With the right analysis techniques, you can transform your survey data into valuable insights that inform strategic decisions and drive customer satisfaction.

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