CustomerSuccessBox

JANUARY 19, 2022

What is an account transition? An ‘ account transition’ is the process by which an existing or a new customer account is transitioned from one member of the Customer Success team to another. So, an effective account transition is important in such situations. 6 ways to do an effective account transition.

Accountability 52

Accountability Feedback Management Customer Experience 52

Totango

DECEMBER 8, 2020

Customer Success team accountability isn’t something you just worry about figuring out later once your CS team is up and running. This makes CS team accountability easier and 1:1s more productive to ensure the team is meeting customer and company-wide goals. . Optimize one-on-ones. Improve internal communication.

Accountability 93

Accountability SaaS Best practices Enterprise 93

AWS Machine Learning

AUGUST 25, 2022

We have seen increased adoption of ML for multi-lingual data and document processing workloads. We propose a solution to create a multi-lingual document translation workflow with domain- and language-specific customizations that you can review and augment as needed to continuously improve results and delight end-users.

Government 64

Government Accountability Enterprise Technology 64

Enghouse Interactive

FEBRUARY 9, 2021

Trends and Realities of Successful Organizations (Blog Series). In our last blog , we explored how successful companies outperform customer expectations by leveraging video – a communications channel that customers have come to prefer. Blog #3 of 4: Customer-facing agents. Back office support. Subject matter experts.

Self service 66

Self service Contact Center Chatbots Average Handle Time 66

AWS Machine Learning

NOVEMBER 16, 2022

When designing production CI/CD pipelines, AWS recommends leveraging multiple accounts to isolate resources, contain security threats and simplify billing-and data science pipelines are no different. Some things to note in the preceding architecture: Accounts follow a principle of least privilege to follow security best practices.

Accountability 82

Accountability Best practices Scripts Engineering 82

ShepHyken

JUNE 10, 2016

This week on our Friends on Friday guest blog post my colleague, Benny Tjia shares lessons learned from the hospitality industry about creating a customer focused culture. These include accountability, honesty, integrity and respect for others. Shep Hyken. In the case of J.W

Best practices 204

Best practices Customer Service SaaS Education 204

Call Experts

DECEMBER 29, 2021

At Call Experts, we are dedicated to providing supportive content every week through our contact center blogs. Because contact center blogs can be an essential tool for understanding services from a company and what it might be like as their customer. . For many people in this world, the idea of handling customer service is daunting.

Contact Center 52

Contact Center Morale Government Healthcare 52

JustCall

FEBRUARY 28, 2020

Or, Are you looking for an Account Manager job description that can take you through your interview? Well, whether you yourself are going to take up the role of an Account Manager or you are looking out for hiring one. This blog post will give you a complete idea of an Account Manager job description.

Accountability 52

Accountability Management Finance Upselling 52

Enghouse Interactive

OCTOBER 19, 2020

AI Makes It Possible (Blog Series). Blog #3 of 4 With context, AI seeks to improve more quickly than ever. Watch for our next blog on October 22nd: Key Learnings from our Webinar with Kate Legget of Forrester. Constant Learning Improves AI Recommendations. Refining the Models.

First call resolution 52

First call resolution Feedback Enterprise Contact Center 52

Totango

NOVEMBER 16, 2023

But, oftentimes, managing and documenting these customer interactions—especially cross-functionally among global and remote teams—can be challenging and time-consuming. Rather than hopping back and forth between screens, this extension allows you to access pertinent account data from Totango without leaving Gmail.

Accountability 108

Accountability Enterprise Marketing Management 108

Totango

APRIL 4, 2024

One tool that Katie finds helpful in her role is a RACI matrix that designates accountability to relevant stakeholders involved in a project, task, or decision. RACI stands for Responsible, Accountable, Consulted, and Informed and is a great tool for: Overcoming ambiguity. Closing communication gaps.

Sales 89

Sales Upselling Accountability SaaS 89

VirtualPBX

AUGUST 10, 2023

In this blog, we’ll delve into the art of crafting impactful business text messages, providing you with 15 free templates spanning across industries such as remote work , healthcare , call centers , tech companies , and financial institutions. Please review the attached documents and reach out if you have any questions.”

Healthcare 98

Healthcare Call Center Accountability Surveys 98

AWS Machine Learning

APRIL 12, 2023

Creating a unified and secure search experience is a significant challenge for organizations because each repository contains a wide range of document formats and access control mechanisms. The following table outlines which documents each user is authorized to access for our use case. An S3 bucket to store your documents.

Enterprise 90

Enterprise APIs Engineering Management 90

AWS Machine Learning

OCTOBER 26, 2023

One of the key requirements for many customers using Drupal is the ability to easily and securely find accurate information across all the documents in the data source. This post shows you how to use the Amazon Kendra Drupal connector to configure the connector as a data source for your Amazon Kendra index and search your Drupal documents.

APIs 99

APIs Accountability Engineering Enterprise 99

ClientSuccess

APRIL 18, 2018

For those just joining our blog series CSM from the Trenches , welcome. Let’s move forward with this week’s blog post! While that presentation focused primarily on practical examples tied to the principles, I thought I’d compile additional thoughts in form of a 3-part blog as part of CSM from the Trenches.

Best practices 48

Best practices Accountability SaaS Metrics 48

AWS Machine Learning

MARCH 2, 2023

The Amazon Kendra’s S3 connector supports indexing documents and their associated metadata stored in an S3 bucket. This post provides the steps to help you create an enterprise search engine on AWS using Amazon Kendra by connecting documents stored in a S3 bucket only accessible from within a VPC. An S3 bucket for your documents.

Enterprise 87

Enterprise Engineering Accountability Best practices 87

Totango

NOVEMBER 27, 2023

“You’ve got data that identifies the root cause of why someone is purchasing your product, and you have to carry that information through onboarding, adoption, and expansion of that account. Having a process and that information flow through the various teams and the overall implementation of a customer is critical,” Dishman said.

Sales 71

Sales Enterprise Accountability Metrics 71

AWS Machine Learning

APRIL 11, 2024

Organizations across industries want to categorize and extract insights from high volumes of documents of different formats. Manually processing these documents to classify and extract information remains expensive, error prone, and difficult to scale. Categorizing documents is an important first step in IDP systems.

APIs 104

APIs Banking Enterprise Engineering 104

AWS Machine Learning

MARCH 1, 2023

Amazon Comprehend is a managed AI service that uses natural language processing (NLP) with ready-made intelligence to extract insights about the content of documents. It develops insights by recognizing the entities, key phrases, language, sentiments, and other common elements in a document.

APIs 68

APIs Metrics Accountability Scripts 68

Totango

DECEMBER 1, 2021

In this blog, we’ll look deeper at what an agile customer success strategy means and why you can benefit from using one. An agile approach to CS management can be broken down into seven steps: Document your client’s requirements. Document Your Client’s Requirements. 7 Steps to Bring Agile Innovation to Customer Success.

Government 97

Government Journey mapping Accountability Benchmark 97

AWS Machine Learning

MAY 25, 2023

A small number of similar documents (typically three) is added as context along with the user question to the “prompt” provided to another LLM and then that LLM generates an answer to the user question using information provided as context in the prompt. Chunking of knowledge base documents. Implementing the question answering task.

APIs 77

APIs Enterprise Accountability Chatbots 77

Nexmo

NOVEMBER 10, 2020

Vonage API Account. To complete this tutorial, you will need a Vonage API account. Once you have an account, you can find your API Key and API Secret at the top of the Vonage API Dashboard. Normally, we tend to store the current state of our system into database tables or documents. Prerequisites. About Marten.

APIs 139

APIs Accountability 139

SmartKarrot

OCTOBER 25, 2023

In the ever-evolving realm of business, Key Account Management (KAM) remains a pivotal aspect of sustaining and nurturing crucial client relationships. The stakes in managing key accounts are high; these are typically the clients that account for a significant portion of revenue. Enter the power of playbooks.

Accountability 10

Accountability Management Best practices Healthcare 10

Totango

FEBRUARY 2, 2021

Customer success plans are proposals that document your clients’ goals and how you will help achieve them. Customer success software provides a digital interface that you and your customers can use to easily align, document, and track success goals and progress. What Is a Customer Success Plan? How Do You Use a Customer Success Plan?

Benchmark 127

Benchmark Chatbots Accountability Enterprise 127

VirtualPBX

MARCH 19, 2020

Maybe you already have a Gmail account or use Google Docs for writing documents or sharing spreadsheets. The set of online tools Google offers is broad (including Gmail, Docs, Drive for sharing documents, Calendar for scheduling events, Meet for conducting virtual audio/video meetings, and several other online components).

Accountability 133

Accountability Marketing Personalization Feedback 133

AWS Machine Learning

DECEMBER 12, 2022

You can use custom classification to organize documents into categories (classes) that you define. JumpStart also provides other resources like notebooks, blogs, and videos. In this notebook, we demonstrate how to use the custom classifier API to create a document classification model. You can train and tune these models.

APIs 75

APIs Accountability Enterprise Metrics 75

AWS Machine Learning

OCTOBER 6, 2022

Manual loan verification document processing is time-consuming. Informed uses a wide range of AWS offerings and capabilities, including Amazon SageMaker and Amazon Textract in their ML stack to power Origence’s document process automation functionality. Six of the top 10 consumer lenders trust Informed’s technology. Problem statement.

APIs 72

APIs Banking SaaS Engineering 72

AWS Machine Learning

AUGUST 22, 2022

One of the key requirements for many enterprise customers using Alfresco is the ability to easily and securely find accurate information across all the documents in the data source. For Site ID , enter the Alfresco site ID where you want to search documents. For this post, we search for a document stored in Alfresco, AWS.

Enterprise 71

Enterprise APIs Accountability Management 71

Nicereply

MARCH 25, 2022

Or a document with important information for people who are coming to Slovakia. If you want to make your own donation, you can do it through your Facebook account. The post Nicereply Stands with Ukraine: Tips on How your Business Can Help Too appeared first on Customer Happiness Blog. For more information visit this page.

Accountability 97

Accountability Personalization 97

AWS Machine Learning

AUGUST 14, 2023

This blog post is co-written with Tuana Çelik from deepset. Enterprise search is a critical component of organizational efficiency through document digitization and knowledge management. The Haystack Indexing Pipeline includes the following high-level steps: Upload a document. Initialize DocumentStore and index documents.

Enterprise 69

Enterprise Scripts Best practices Analytics 69

Totango

MARCH 21, 2023

Finally, delivery happens via varied communication mechanisms such as self-service documentation portals, newsletters, and reviews that come together to make a meaningful impact on both sides of the equation. Be sure to check out our recent blog from Customer Success Festival in Austin, 5 Tips to Supercharge your CS Operations Playbook.

Journey mapping 81

Journey mapping Benchmark Metrics Surveys 81

SmartKarrot

OCTOBER 10, 2023

In today’s competitive business landscape, retaining key accounts is crucial. Streamlining Quarterly Business Reviews (QBRs) with key accounts through a playbook approach not only strengthens client relationships but also fosters customer success. What are QBRs? But doing QBR right can be tricky.

Accountability 10

Accountability Feedback Metrics Coaching 10

Totango

NOVEMBER 10, 2020

Outcome success plans focus on capturing mutual objectives, documenting the steps toward achieving them, and sharing information between both clients and your own internal teams—driving interconnectivity and displaying progress through one easily accessed live portal. Document and capture new initiatives as they arise.

Enterprise 119

Enterprise Benchmark Accountability Management 119

Totango

AUGUST 14, 2020

Collect & document feedback . Which then got our account teams, sales team, product teams, and support teams all excited and asking how to leverage Totango. We have Account Managers that are accountable for the cross-sells, upsells, and renewals with our customers. As part of that we: . Map stakeholder type.

Accountability 156

Accountability Feedback Sales Upselling 156

AWS Machine Learning

AUGUST 30, 2023

This includes automatically generating accurate answers from existing company documents and knowledge bases, and making their self-service chatbots more conversational. It also provides attribution and transparency by displaying links to the reference documents and context passages that were used by the LLM to construct the answers.

Self service 106

Self service APIs Transportation Contact Center 106

NameShouts

JUNE 29, 2020

You see, before Asana, we were relying on a haphazard system of documents, verbal agreements, and collective memory to operate. That feeling when “the plan” is a ten page Word document. Asana has been extremely helpful in documenting a work process for us. In the pre-Asana days at NameShouts, two things were certain.

Engineering 110

Engineering Accountability Management Marketing 110

Wowdesk Blog

MAY 6, 2020

The manual complaint practice causes a lack of key factors like accountability, on-time resolution, monitoring, and documentation – things that can worsen the whole experience for your guests. The biggest problem today is a lack of complaint documentation. Whenever things go wrong, the blame game starts between staff.

Management 111

Management Accountability Enterprise Analytics 111