Topdown Featured in DOCUMENT Magazine Winter 2018-2019 CCM Edition
Topdown
JANUARY 7, 2019
The Winter 2018-2019 edition of DOCUMENT Magazine includes an application article featuring Topdown and our INTOUCH product.
Taking Control of Document Versions: Leveraging DMS for Efficient Document Management
CSM Magazine
JUNE 7, 2023
Document Management System or DMS is the emerging software technology that the majority of firms in today’s time use. The physical means of keeping track of documents, updating their information, and maintaining the alterations to a particular document all require extensive human labour and resources.
Management 
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Document Strategy Names Topdown 'Hot Company' in Customer Experience
Topdown
JULY 7, 2016
DOCUMENT Strategy Media has included Topdown in their "2016 HOT Companies in Customer Experience (CX)" list, published in the Summer '16 issue of DOCUMENT STRATEGY magazine. Topdown was one of only 19 companies in the huge customer experience solution marketplace to be profiled in the publication.
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3 Tips for Customer Service Documentation
CSM Magazine
MAY 19, 2020
Documentation is extremely important in every aspect of customer service. At a help desk, a call center, or during a sale, documentation provides the foundation for that lead in the future. In addition, documentation allows managers to see what is working for customers and what isn’t working.
Tips 52
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What is a Board Portal and How Does it Help with Document and File Sharing?
CSM Magazine
JANUARY 27, 2023
All of this is made easier and more productive by board portals, giving board members access to one convenient place to collaborate using their board document management software from anywhere. How Does Board Portal Help with Document & File Sharing? Here is how board room software helps with document and file sharing: 1.
Government 52
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Create Your CX Charter with These 6 Questions
Experience Investigators by 360Connext
JULY 6, 2021
A customer experience charter is a brief document outlining the agreements the CX governing team needs to align with their decisions. The charter is a brief document to align the vision, purpose, responsibilities and roles for achieving customer experience success. The charter, however, is not a magical document.
Effort Score 358
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How to Choose the Best Process Server for Your Legal Documents?
CSM Magazine
FEBRUARY 18, 2022
A process server makes sure that the subject receives the legal documents in a timely manner, and you get done with the court proceedings in the most hassle-free way. If you want to speed up your litigation procedures without extra cost and stress, hiring a process server will be your best bet. Read on to learn!
How To 52
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Should I Ever Hang Up on a Customer?
CSM Magazine
MARCH 25, 2024
Document the Call : Notate the customer’s account with details of the incident and actions taken. About the Author Ian Miller is Editor of Customer Service Manager Magazine – the leading resource and community for customer service professionals. Seek Support : Debrief with a supervisor or team leader after the call.
Policies 52
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Outsource PDF Data Entry Services To The Best Data Entry Clerk
Magellan Solutions
JUNE 6, 2021
It manually creates documents into a digital platform. Transferring a PDF document to a Word document. We help with a smoother preparation of invoices and other documents. Examples include indexing of business cards, PDF documents, and other data. Examples include data entry for e-books and e-magazines.
Data 52
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Intranet Platforms vs. Enterprise Social Networks: What’s the Difference?
CSM Magazine
APRIL 23, 2024
It typically offers functionalities such as document management, employee directories, collaborative workspaces, and news updates. It enables employees across departments or locations to retrieve documents without resorting to emails or navigating through multiple document repositories.
Social Media 52
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8 Unique Types of Forms: Crafting, Optimizing, Engaging
SurveySparrow
DECEMBER 8, 2023
Survey Forms Survey forms are structured documents designed to collect information and opinions from targeted individuals systematically. Requirements: Sometimes, they ask for specific documents or proof of certain things. Document Approval: Having it in writing shows that your boss said it’s right for you to take a break.
Engagement 52
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The Year of the Vision Board
CX Accelerator
DECEMBER 10, 2019
This may have been because I had trouble saying no, but equally responsible was the fact that I never had sat down and documented my priorities. Where I landed was the vision board; a place where I could document my affirmations, look at my mantras, and have a constant reminder of what was most important to me that year.
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The Year of the Vision Board
CX Accelerator
DECEMBER 10, 2019
This may have been because I had trouble saying no, but equally responsible was the fact that I never had sat down and documented my priorities. Where I landed was the vision board; a place where I could document my affirmations, look at my mantras, and have a constant reminder of what was most important to me that year.
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USA And The LPO Agency Industry
Magellan Solutions
MARCH 14, 2021
According to a director of legal magazines, Sally kane, North American firms and companies can access outside talent in areas lacking human resources. Document Coder. Document Reviewer. Document Processing Specialist. The price of legal processes in the US is around $200 per hour. We got you covered. Billing Clerk.
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How to Build your Own Transactional Chatbot
Inbenta
JUNE 19, 2020
Source: Chatbot Magazine). If the quote meets the user’s budget and requirements, he can then directly sign up by providing the requested information to the bot, which will then send him the contract and documentation. What is a transactional chatbot? This use case can also be applied to energy companies or mobile phone providers.
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How to Turn Reactive Customer Experience into Proactive CX
Experience Investigators by 360Connext
OCTOBER 13, 2020
When customer journey maps are treated as artifacts instead of tools, they become a historical document. But therein lies the beauty of a living, breathing document: You don’t have to get it perfect the first time. “Wow our Customer Satisfaction Rate really went up this week!” Why does this tend to happen?
12 Ways The UPS Store Gives the Best Customer Service
CSM Magazine
JANUARY 25, 2024
You can get your photos printed, design custom invitations, laminate documents, and even get your mail forwarded to a new address. Notary and Document Services If you need a document notarized or require any other document service, The UPS Store has got you covered.
Staying Competitive: Tools Every Mortgage Broker Needs in Their Arsenal
CSM Magazine
DECEMBER 11, 2023
CRM software allows brokers to keep track of their interactions with clients, manage contacts, and automate tasks like follow-ups and document generation. Document Management Solutions Brokers deal with documents throughout each mortgage transaction, such as pay stubs, bank statements, and identification proofs.
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The Best Natural Language Processing (NLP) Solutions Providers
CSM Magazine
JULY 29, 2021
Deeper insights also have a number of AI models modified to identify geographical locations in documents, predict a company’s financial stress from financial reports, and recognize specific features of a product. Exceed AI is an NLP and virtual assistant provider that offers edge-cutting solutions to sales and marketing teams.
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5 Habits of Exceptional Customer Service Managers
CSM Magazine
AUGUST 7, 2020
Organization is a key habit of outstanding customer service managers, and it begins with good documentation. A CSM can use documented customer interactions to better train staff. Ian Miller is the Editor of CSM Magazine – the leading resource and community for customer service managers and professionals. What was the issue?
The Art of Negotiation: Winning Strategies in the Real Estate Marketplace
CSM Magazine
APRIL 11, 2024
Prepare Your Documents and Paperwork Gather all necessary documents and paperwork before engaging in real estate marketplace negotiation to ensure a smooth and organized process. Make sure you have copies of property deeds, inspection reports, financial statements, and other relevant documentation readily available.
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Navigating Call Recording Under GDPR Regulations
CSM Magazine
APRIL 3, 2024
For businesses to record calls legally under GDPR, they must ascertain and document which of these lawful bases applies to their situation and be prepared to explain this clearly to those affected. Key Rules of Call Recording under GDPR Informing Participants : Callers must be informed that their call is being recorded.
Ukraine: Innovation, technology and cutting-edge research
Clarivate
APRIL 21, 2022
According to Forbes magazine, the current aggressions from Russia have disrupted services from 70,000 – 100,000 highly qualified workers, including many with digital engineering and IT skills. We analyzed the titles and abstracts of these documents and revealed an array of topics within this research area.
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White Papers and Business Plan: The Main Differences
CSM Magazine
DECEMBER 14, 2022
When owners of companies think about documentation, they sometimes choose between white papers and business plans. A white paper is a document that consists of information about a product or service. These documents are more geared toward tech-savvy customers. Key elements of this document are the next: Resume or brief.
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How to Deliver a Personalized, Automated Customer Experience
Solvvy
JUNE 17, 2021
Scribd’s platform offers access to the best ebooks, audiobooks, magazine articles, documents, and more for over a million people around the world. When it comes to automated, personalized support, reading subscription service Scribd knocks it out of the park.
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Virtual Selling – It’s the Same, Yet Different – and Here to Stay
Integrity Solutions
DECEMBER 8, 2020
By Mike Esterday for the December 2020 edition of Top Sales Magazine. Do you have all potential digital resources available and can you share documents flawlessly? My last column for Top Sales World – in the July 2020 issue – was titled Successful Selling When Your World Turns Upside Down. Set the meeting right.
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How E-Signatures Improve Customer Experience
CSM Magazine
AUGUST 30, 2022
The advancement of digital technology makes the signing of documents faster and easier than in the past when everything was paper-and-pen based. E-signatures enable people to sign documents digitally or electronically using a special pen and a computer device, like a smartphone or tablet. Expedite Document Signing And Approval.
Exploring Cutting-Edge Features of Modern Mortgage CRM
CSM Magazine
AUGUST 23, 2023
This is especially true when helping with tasks such as collecting necessary documents before applying or checking the status of applications after submission. Integrated E-signatures Gone are the days of seeing clients in person only to sign documents. This eliminates the need to chase external members, such as appraisers.
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Build brand loyalty by recommending actions to your users with Amazon Personalize Next Best Action
AWS Machine Learning
NOVEMBER 26, 2023
You can recommend actions such as enrolling in loyalty programs, signing up for a newsletter or magazine, exploring a new category, downloading an app, and other actions that encourage conversion. For more details on how to implement the Next Best Action ( aws-next-best-action ) recipe, refer to documentation.
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Relocation Success Blueprint: 4 Top Tips for Smooth Corporate Vehicle Transfers
CSM Magazine
JULY 17, 2023
Document all cars, including make, model, and condition When transferring a vehicle, there are certain steps you need to take to ensure everything goes smoothly. One of the most important things to do is document the state of the car before and after you hand over the keys.
Start Faxing from the Palm of Your Hand
CSM Magazine
APRIL 3, 2023
Mobile faxing is perfect for people who need to send important documents or contracts with ease, without having to make a trip to the office or wait for a response. You can easily snap a photo of the document you need to send and then use a mobile fax app to send it directly from your phone.
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7 Tips to Direct Mail Millennials with Success
Ecrion
JULY 30, 2020
They’ve seen gas station ads, magazine ads, and every imaginable kind of online ad. Document Automation Buyer's Guide. Jump-start your Customer Communication Request Ecrion’s 15-point buying guide, which details the top factors companies consider when selecting a Document Automation solution. Get your free guide.
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The Meteoric Rise Of Content As A Driver of Buyer Behavior, Especially Rich Video: What Does It Mean For Marketers?
Beyond Philosophy
DECEMBER 22, 2015
Print magazines, still actively used, have remained about the same in terms of percentage of marketers including them in their content program. Beyond video, there’s documented proof of how all elements of content can effectively leverage customer behavior.
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The Transformative Importance of Integrated Knowledge Platforms
CSM Magazine
FEBRUARY 27, 2024
This includes documents, customer data, market research findings, social media metrics and more. These platforms often feature tools such as document-sharing capabilities, version control mechanisms, real-time editing options and project management functionalities that promote collaboration among teams.
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How Digital Identity Verification Can Help You Hire and Onboard Employees Remotely
CSM Magazine
MARCH 21, 2023
Digital identity verification can be conducted using digital documents, which are documents stored digitally as opposed to on paper. Examples of digital documents include birth certificates, passports and driver’s licenses. Eliminate the need for paper documents, which often get lost in transit or stolen during transport.
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5 Key Elements to Consider When Looking To Improve Customer Service
CSM Magazine
MAY 18, 2022
Are your email addresses easy to find online or on customer documents? Similarly, to the above, ensure that your phone number is displayed clearly on your website, Google listing, and customer documents so that customers can get in touch with you immediately after an issue has occurred. But which elements should you focus on?
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The Vital Role of Emergency Communication and Employee Communication Software
CSM Magazine
APRIL 29, 2024
It also provides tools for things like internal social networking, document sharing, and even fun team-building activities. The best software in this category doesn’t just give you the ability to blast out memos and announcements.
Five Keys to Growing and Optimizing Your Customer Service Team
CSM Magazine
APRIL 17, 2024
Providing extensive online support documentation can help customers with commonly asked questions to increase bandwidth and support downstream workflows as needed. Each tier should be a filter for the next to minimize the escalation of issues, and prevent your highest-skilled team members from getting bogged down.
How to Use QR Codes for a Flawless Customer Experience
CSM Magazine
JANUARY 4, 2023
Yes, the same QR codes you’ve seen in magazines and billboards—only nowadays, they’re showing up more and more to provide a better customer experience. Similarly, QR codes can provide customers with information about return policies or generate return labels and other relevant documents. Steps to create QR codes.
Why PDFs Are Still Relevant (and How to Use Them Well)
CSM Magazine
SEPTEMBER 11, 2021
They allow you to easily distribute documents, collect signatures, and make revisions without printing copies for each participant. You don’t need specialized equipment or an expensive subscription plan to create your own documents when everything is available online for free. Easy to Create, Edit, Save and Share PDFs.
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The Customer Care Difference for Healthcare Products
CSM Magazine
DECEMBER 1, 2022
Recognition, documentation, and submission of adverse events and product complaints. Certification, through the handling and documentation of “typical” contacts in a test environment, should take place before any live contact is handled. Documentation of contacts. Omni-channel communication. Flexibility.
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Announcing DataStax Enterprise 6.7 (And More!)
datastax
DECEMBER 5, 2018
This is important given that an article in CIO magazine a while back stated that ~80% of enterprises rely on geospatial data to help run their business. we’ve better enabled use cases that need geospatial search (e.g. In addition, 6.7 Give DSE 6.7 a try and shoot us your feedback. s new features in more detail.
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Seven Ways to Improve HR Communications to Make the Recruitment Process Smoother
CSM Magazine
JANUARY 19, 2023
Develop Onboarding Documents & Procedures Onboarding documents provide clear guidance for every stage of your onboarding process. Furthermore, creating detailed onboarding documents ensures that new candidates are aware of what’s expected of them. Udemy allows you to upload documents or videos on training.
Improving the Security of Businesses That Deal with Sensitive Information
CSM Magazine
AUGUST 24, 2022
The correct disposal of documents and physical data. When you’re in the business of handling sensitive information or transactions that mention a person’s medicinal needs, finances, or general health data, chances are that you already have a comprehensive document disposal process.
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