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Why You Need a GDPR Rep When Processing Customer Data

CSM Magazine

The UK GDPR has supplanted the duty for businesses that are public authorities or public bodies and use data processing to appoint a data protection officer (DPO). Since you do not have a base inside the EEA, the EU GDPR requires you to appoint a representative in the EEA. Make records available to supervisory authorities.

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Five Best Customer Retention Software Solutions for Customer Success

Totango

To illustrate, Totango’s Manage Onboarding Projects SuccessBLOC module lets you set up an automatically triggered email sequence you can send out to new customers, including an email inviting them to view a recorded or live onboarding webinar. You can then set up automated workflows appropriate to different scoring segments.

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Lead Segmentation for Telemarketing Companies

Quality Contact Solutions

Rather than dumping contacts into one large general category, successful sales organizations use a wide variety of categories and filters to assist in segmenting leads for their sales teams to aid in better-targeted discussions, leading to more closed-won opportunities. Appointment Setting Best Practices Part 1.

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B2B Customer Journey Touchpoints CS Teams Need To Plan For

Totango

In this article, we’ll cover what you need to know about B2B customer journey touchpoints and how to plan them out to deliver tremendous customer success. Let’s break down how customer journey touchpoints fall into each category. During the sales process, including sales appointment scheduling, meetings and payment processes.

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When Should You Upgrade CS Software?

Totango

They can store customer contact data, identify sales opportunities, schedule sales appointments, record notes from sales meetings and manage sales teams. appeared first on Best Customer Success Blog: Articles for Enterprise Growth. CRM tools are great at what they’re designed for. The post When Should You Upgrade CS Software?

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8 Insightful Customer Journey Analytics Examples and Use Cases

Pointillist

Let’s dive into the first category of these customer journey analytics examples. The team finds that IVR is the least effective self-service channel for setting up payments, with 81% leakage to a Service Agent. So, how are leading enterprises using customer journey analytics in the real world? So why is the IVR so much less effective?

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How Data-Driven Customer Engagement Delivers Value to Each Customer 

Totango

When clients begin the onboarding process, customer engagement tends to revolve around ensuring that users are properly set up to use the product. In other cases, links to webinars, product training videos, or an appointment time with a CSM for help going over a feature could be useful. Onboarding Clients.