Call Experts

APRIL 8, 2024

Today, customer support plays a pivotal role in maintaining and growing a loyal customer base, enticing many companies to hire a contact center for their answering services. Ultimately, a well-managed contact center can be the lifeline of your customer service operations. What type of customer support do you require?

Contact Center 52

Contact Center Call Center outsourcing contact center solutions 52

Global Response

JANUARY 31, 2024

The Health Insurance Portability and Accountability Act (HIPAA): HIPAA applies to call centers handling healthcare information , and ensures that patient’s data is protected. The Telemarketing Sales Rule (TSR): Call centers must provide accurate information to their customers regarding the goods and services they provide.

Call Center 62

Call Center Telemarketing Government Healthcare 62

CSM Practice

JULY 24, 2019

The customer-centric mindset entails making major decisions while taking customer needs and customer journeys into account. This responsibility is not limited to the CSM (Customer Success Manager) alone, a company-wide disposition to customer satisfaction is crucial to customer success.

Customer centricity 45

Customer centricity Feedback Finance Upselling 45

OctopusTech

SEPTEMBER 9, 2023

Have you ever dialed a customer support number and found that the person at the other end lives halfway across the globe? The dedicated call centers handle day-to-day customer queries such as solving credit card issues, checkout process problems, and many more. This is where call center outsourcing plays a major role.

Best practices 62

Best practices outsourcing Call Center virtual call center 62

SmartKarrot

NOVEMBER 2, 2022

Role: SVP, Customer Success Location: Atlanta, GA, US (Hybrid) Organization: Cardlytics As an SVP of Customer Success, you will lead and scale an inclusive, world-class, multi-discipline services organization – driving vision, growth strategy, and execution.

Finance 19

Finance Accountability Upselling Consulting 19

JustCall

MARCH 10, 2023

Conclude with upselling/cross-selling: “If you’re interested in <product 1>, you might also want to check out <product 2>, which offers XYZ extra.” A Customer Service Call Flow A customer service call flow would play out as follows: Friendly and personalized greeting: “Hello <customer name>!

Call flow 40

Call flow Contact Center Scripts Interactive Voice Response 40

SmartKarrot

JULY 27, 2022

Role: Director Customer Success Location: Remote, United States Organization: symplr As a Director of Customer Success, you will be responsible for providing leadership, mentoring, and professional development for customer success team members. Partner with sales to help close accounts and identify expansion opportunities.

Engineering 19

Engineering Finance Best practices Upselling 19

SmartKarrot

DECEMBER 9, 2021

Role: Customer Success Director Location: Remote, United States Organization: Vonage As a Customer Success Director, you will maintain a portfolio of accounts with low churn, high adoption, and high health scores. Collaborate cross-functionally to extend the reach and capability of the Customer Success team.

Engineering 19

Engineering Finance Accountability Government 19

SmartKarrot

MARCH 9, 2022

Manage and lead a team of customer success resources. Maintain accountability to leadership on developing and carrying through a plan to get the clients to meet their goals. Meet or exceed performance expectations based on key performance indicators like customer experience, renewals, retention.

Finance 19

Finance Government Upselling Accountability 19

SmartKarrot

JUNE 14, 2021

Role: Director of Customer Success Location: Tampa, FL, US Organization: Vector Solutions As a Director of Customer Success, you will drive the service strategy and accountable for performance and customer satisfaction. Work closely with Account Management organization and implement changes as needed.

Finance 10

Finance Upselling Accountability Coaching 10

GetFeedback

AUGUST 16, 2018

As more companies move toward offering omni-channel customer support, CES will continue growing in popularity. Because CES focuses on how easy it is for customers to get help, rather than particular agents or specific experiences, it can give you a big picture view of what’s working and what isn’t in your customer service program.

Metrics 79

Metrics Customer Service Surveys Self service 79

SmartKarrot

JUNE 23, 2020

You will have to engage with a defined set of customers and drive adoption as well as customer success at the BrightEdge platform. Work with your assigned Strategic Account Manager to meet retention and upsell goals. Identify and develop potential upsell opportunities.

Engineering 10

Engineering Upselling Finance Enterprise 10

SmartKarrot

OCTOBER 23, 2020

Also, expand the revenue in accounts through up-sell and identification of cross-selling opportunities. Develop company-wide customer success motion onboarding processes, between Compliance, Marketing, Sales, Product, and Technology to identify opportunities and risks of onboarding and retention.

Finance 10

Finance Upselling Accountability outsourcing 10

SmartKarrot

JUNE 1, 2021

Support & coach the team on the methods and quality tools needed to reach Robustness, Customer satisfaction and Quality targets. Ensure that all customer requirements are taken in account from Open to Close and provide all means to secure them during projects.

Best practices 10

Best practices Finance Benchmark Upselling 10

SmartKarrot

SEPTEMBER 23, 2022

Increase the likelihood of upsells? For instance, you should probably monitor customer engagement levels in specific product features to increase upsell opportunities to determine which ones they value the most. Zero in on the customer health score metrics that you want to track. The entire list? Invoice Payments.

Metrics 10

Metrics Finance Upselling Accountability 10

SmartKarrot

SEPTEMBER 23, 2022

Increase the likelihood of upsells? For instance, you should probably monitor customer engagement levels in specific product features to increase upsell opportunities to determine which ones they value the most. Zero in on the customer health score metrics that you want to track. The entire list? Invoice Payments.

Metrics 10

Metrics Finance Upselling Accountability 10

SmartKarrot

MARCH 9, 2021

Heavily influence the product roadmap with Product Management through the advocacy of customer needs. Align with Sales on up-sell opportunities, staying coordinated in customer interactions. Work with Finance to ensure accurate reporting of success metrics. Create a company-wide customer feedback loop.

Enterprise 10

Enterprise Finance Upselling Metrics 10

SmartKarrot

FEBRUARY 9, 2022

Since customer success is a new field, relatively, there are lesser chances of finding top talent specific to the CS domain. However, one can find top executives in sales, marketing, finance, product, or customer support who are ready to carry out the role of a CS professional. This hiring comes with some costs.

Chief Customer Officer 10

Chief Customer Officer Upselling Benchmark Metrics 10

SmartKarrot

JULY 30, 2020

They must bring alignment of customer-centric mindset with every other executive board member. Consider customer feedback to create strategies. They need to take into account both positive and negative feedback. Educating and motivating your customer success team.

Chief Customer Officer 10

Chief Customer Officer SaaS Upselling Journey mapping 10

JustCall

FEBRUARY 25, 2020

Financial services must be technologically updated if your aim is NOT to lose hold of customers. You can wisely choose an efficient tech stack that forms the backbone of the tech infrastructure in the finance industry. Communication, in the finance industry, is the most important segment of tech stack for any financial organization.

Finance 59

Finance CRM Accountability Sales 59

Lumoa

FEBRUARY 9, 2023

software bug fixes, wrong information corrected on the website) Product development decisions : reprioritizing things on the product development roadmap taking the feedback into account (e.g. more friendly behavior in customer service) Marketing to take the info into account in better targeting (e.g. Image by Retently.

Customer Experience 178

Customer Experience B2C Journey mapping B2B 178

JustCall

FEBRUARY 5, 2020

Be it the functions of a sales team or the support, accounting or product management, the education market has been facing the following several challenges with growth. heavy paperwork leading to errors in accounting. Also, specific notes, tagging, and pipelines would assist the sales team in upselling and cross-selling.

Education 84

Education CRM Sales Accountability 84

ChurnZero

MARCH 22, 2019

But then over time with Customer Marketing and Customer Success, people love to use Slack and then all of a sudden, it’s expanding. So, the initial sale is very small, and all the sale is upsell. Therefore, your Customer Success has to be a smaller part, just because you don’t have much to expand later.

Customer retention 61

Customer retention Upselling SaaS Customer centricity 61

Amity

FEBRUARY 21, 2018

In short, Customer Success as a business unit is responsible for managing the customer after the initial sale. This is the never-ending mission of CSMs, managing accounts from onboarding, through adoption, to renewal or upselling/cross-selling, and repeat.

Upselling 77

Upselling Sales Finance Analytics 77

SmartKarrot

JUNE 8, 2022

Manage the customer support function via the call center, automation, and online strategies. Maintain and improve reporting on all aspects of CX, customer use patterns, issues, and improvements. Collect customer feedback and analytics, and develop product recommendations and priorities. Apply here: [link].

Finance 19

Finance Upselling Accountability Best practices 19

Tethr

JUNE 22, 2020

Customer experience, or CX, refers to the sum of all your customer’s experiences with your business and brand. The customer experience also includes every indirect touchpoint you have with your customer along your journey together. Four steps to change behavior in your organization using causality.

Customer Experience 66

Customer Experience Customer effort Interactive Voice Response Coaching 66

Lumoa

JUNE 28, 2018

Customer-centricity is one of the core values of HubSpot. Customer experience touches every aspect of company’s work including the back-office functions: HR, legal and finance. "At You might want to check the culture book of HubSpot, as it just concludes and confirmed customer-centricity from the operations deep inside.

Customer centricity 64

Customer centricity Feedback Surveys Finance 64