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How to Create Winning CX Surveys for Bank Customers

InMoment XI

Constant engagement is key to creating a quality, meaningfully improved customer experience (CX). And for banks especially, the quality of the experiences customers have with a brand is the key factor in determining a customer’s longevity and willingness to maintain a relationship with a company. Transactional Surveys.

Banking 493
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Forward To New eBook on Customer Success

Kerry Bodine

This is my forward to Guy Nirpaz’ s new eBook on customer success, Farm Don’t Hunt , available today on Amazon. The disciplines of marketing and sales have traditionally owned a controlling stake in building customer relationships. But your company and your customers don’t have to go down this path.

eBook 120
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The Secret Weapon for Building Great Customer Relationships

ClientSuccess

As a customer success professional in 2021, you understand the critical importance of strong, lasting customer relationships. Customer-centric service has emerged as one of the leading contributors to account renewals, recurring revenue, and upsells for SaaS-based organizations. . Delivering customer-first service.

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At a Glance: 3 Employee & Customer Experience Program Use Cases for Financial Services Brands

InMoment XI

Financial services brands know that customers take their money seriously, so many of them leverage employee and customer experience programs to understand what their customers need, then create experiences that build trusting, positive customer/brand relationships. Use Case #1: Empowering Employees.

Financial 295
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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? Less organization, more confusion, and fewer deals closed.

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Built to last: Nurturing customer relationships that will survive a downturn

Gainsight

And we’d like to take that idea one step further—during an economic downturn it is vital that customer success teams continue to proactively build relationships. With new sales stagnant or declining, SaaS companies have to be laser-focused on customer retention, advocacy, and expansion to buck the downtrend and maintain growth.

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How Employee Churn Costs You Money

InMoment XI

It turns out that your greatest asset in your efforts to create an excellent customer experience (CX) can actually be one of your greatest costs. Some customers come back again to the same sales person because they have an excellent relationship and know that the experience they receive will be just as excellent.

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The SaaS Guide to Customer Engagement, Retention, and Advocacy

Want to lead customers down the path to retention and advocacy? After onboarding, most SaaS customers have to find their own way to success—with little more than a few CSM calls (if they’re a large enough account to have one), and a knowledge base to get them there.

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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!