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What’s a Customer Success Handbook and why it’s important?

Gainsight

That’s why you should consider maintaining a customer success handbook to scale knowledge transfer for new employees and set standards that everyone in your organization can follow to deliver on customer outcomes. What is a customer success handbook? How should a customer success handbook be developed?

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How Documented Procedures Can Make Your Customer Support More Effective

Kayako

By creating documented procedures for them, you can build this trust and achieve consistent results. If the agent had documented procedures to follow, this simply would not have happened. What are documented procedures? Documented procedures (simply put) are documents that everyone in your company has access to.

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Is it Time to Do Away with Market Research Departments?

C3Centricity

A more recent study by BCG and GRBN resulted in an Invest in Insights Handbook to help organisations report on the ROI of the insights function. Step 7: Improving your data and information collection coming from market research will depend upon a solid briefing document. Storytelling. Direction setting.

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Why Journey Map? 3 Problems They Can Solve

Experience Investigators by 360Connext

If you see a poster on a wall, an outline in a company handbook, or any other sort of static document that gets created and then spends its time collecting dust… then you might think journey maps are a waste of time. . But journey maps done right aren’t static documents intended to be created and then ignored.

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HR Onboarding Tips for Successful Customer Service Teams

CSM Magazine

The welcome packet should include the company’s history, vision and mission statements, organizational chart, benefits package, and employee handbook. HR software can help automate this process, so new hires can complete all necessary forms and documents digitally.

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Does Your Company Have A Customer Service Strategy?

Integrity Solutions

Sure, they know the obvious rules—don’t falsify documents, don’t surf inappropriate websites, don’t share trade secrets. But what about the more subtle “rules” that aren’t covered in the employee handbook? Be sure that everyone has a chance to review the document and provide input before it’s finalized.

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How to Hire Your First Employee & Not Regret It

Magellan Solutions

Here is an overview of the legal preparations you must accomplish: For the US: Employer identification number (EIN): an EIN is used for tax returns, payroll taxes, and other tax-related or financial documents. Set up employee documents. Before hiring anyone, you need to create an employee handbook.