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CSM from the Trenches: Mentors – Jorie Basque, Customer Relationship Manager, InGenius

ClientSuccess

The goal is that by sharing our experiences, we’ll be able to learn and apply more practical advice / practices to our customer success careers. From : Jorie Basque , Customer Relationship Manager. How has a failure, or apparent failure, during your time as a CSM set you up for later success? Question 1.

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Customer Marketing: Part 4 – Engagement

ClientSuccess

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.

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CX Prediction 2022.3 — From Data Collection to Data Action

SurveyGizmo

Please download our CX Predictions for 2022 ebook for our full report. Many Customer Experience (CX) teams lack the data integration of their Sales and Marketing counterparts. Learning How To Share Customer Data. This is part 3 in a 5-part series. CX Lags Behind.

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2021 Budget Planning: 3 Reasons Why a Customer Success Platform Needs to Be Included

ClientSuccess

When the global lockdown hit at the beginning of 2020, some organizations and industries were rocked figuring out how to transition to a fully remote workforce. Your customers are also planning their 2021 budgets, which means you may need a more focused risk and customer churn management solution.

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How ZoomInfo Enhances Your ABM Strategy

For marketing teams to develop a successful account-based marketing strategy, they need to ensure good data is housed within its Customer Relationship Management (CRM) software. Download this eBook to learn how to start improving your marketing team's data!

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Your CX Playbook for Financial Services

Kustomer

Customers want to feel financially confident, including having trust in their financial institutions to work in their best interests, and they expect service to be streamlined and personalized. As customer trends shift over time, so will the contents of a CX playbook. For the complete guide to CRM software, download our latest ebook.

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Best Customer Onboarding Experiences

ClientSuccess

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.

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How to Overcome the Pain Points of Your CRM

The promise of a CRM ( customer relationship management ) led organizations to believe each could digitally transform its businesses through tracking touchpoints throughout the buyer’s journey. It’s no secret, only 13% of salespeople are satisfied with their CRM. The result?