Articles & Books From Customer Service

Article / Updated 03-28-2024
Everything is digital these days, and the digital experience (DX) should be more effective and downright delightful than ever before. Its evolution is critical for the future of delivering exceptional customer experience (CX) and employee experience (EX) strategies. This digital-first approach to CX is particularly important as new technologies emerge.
Article / Updated 07-18-2022
Customer experience is a dynamic discipline. It's always evolving, so you have to make an effort to stay on top of things! Here, you find several suggestions for additional customer experience resources.You'll notice that a great many of them are blogs. Fortunately, the community of bloggers who focus on customer experience is extremely open and sharing!
Cheat Sheet / Updated 04-12-2022
To compete in a world where more and more products and services are commoditized more quickly than ever before, you have to up your game and deliver great customer experiences at every point of interaction in your business. A consistently great customer experience is very difficult to copy and may represent a sustainable competitive differentiator for your company!
Article / Updated 09-20-2017
Funnels are useful to measure the progress of leads as they move along your buyer journeys. From stage to stage, you can visualize the effectiveness of your sales process. They provide an excellent reporting overview that your team can monitor regularly. A typical funnel. Funnels are useful for sales and marketing alike, as both interact with leads and contribute to the buyer journey at different times and in different ways.
Article / Updated 09-20-2017
Tickets can help you gather information for your CRM. Ticketing uses forms to track an “issue” that is created by filling out the form. This “issue” could be interest in your product, or it could be someone having a problem with a product you sell. In either case, you want a person from your company to engage with the person filling out the form and manually close it.
Article / Updated 09-20-2017
The forms you place on your website are absolutely critical for gathering contacts into your CRM and starting them down the path of becoming clients. Forms generally fall into two categories: confirmed opt-in and single opt-in. Using confirmed and single opt-in forms to gather info for CRM Confirmed opt-in (also known as double opt-in) forms are most frequently used for newsletters, e-book downloads, and other marketing-related content.
Article / Updated 09-20-2017
Web traffic is important data for CRM. Web analytics can be complicated to dive into, but your marketing team should be able to distill important factors in your marketing that can guide your strategy and policy. Assessing SEO and PPC performance Search engine optimization (SEO) and pay-per-click (PPC) advertising are two top-of-funnel marketing-related activities that directly influence sales.
Article / Updated 09-19-2017
As with CRM, project management can have a far-reaching influence in your organization, so you want to think about how you set it up before you start using it. Managing projects: A case for software When many people work together on a project, the complexities of managing who should do what and when can be daunting.
Article / Updated 09-19-2017
Social media and CRM go together perfectly. Social media is a powerful platform for communicating with a large number of people and expanding your reach. One significant challenge for marketers is that the bulk of the data collected about the use of social media is kept in the hands of the social media companies.
Article / Updated 09-19-2017
Your CRM can help you manage your projects. As a project progresses, your project manager reports on how the project is doing. It’s important to watch the right metrics, so your management understands the health of the project without getting bogged down in details. Tracking resource utilization Resource utilization is a measure of how well your labor force is being used.