CSM Magazine

JANUARY 22, 2024

Any accounting company that wants to grow must prioritize its approach to customer service. In this article, we’ll share ten tips for accounting companies to improve their customer service and keep their clients happy. Accounting companies should communicate clear time frames for responses.

Accountability 52

Accountability Customer Service Best practices Technology 52

Nicereply

MAY 23, 2024

Project managers are responsible for ensuring project success through effective collaboration, communication, and management. As simple as that sounds, these hardworking professionals face various obstacles on a personal and professional level. What are Project Management Skills?

Management 52

Management Education Quality management Finance 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

JustCall

AUGUST 8, 2023

You can’t really escape meetings at work. But you can avoid the mindless note-taking that comes with it—with an AI meeting assistant. In this guide, we will decode virtual meeting assistants and how you can use them to be more productive and multitask without losing your mind (or time). What Is an AI Scheduling Assistant?

Accountability 52

Accountability Feedback Personalization Marketing 52

Totango

JANUARY 30, 2020

Customer success and account management share common goals: Building customer loyalty and driving growth. Still, considering customer success vs account management reveals some insight into the contributions of both roles. Customer Success vs Account Management: How are They Different?

Accountability 71

Accountability Management Upselling Enterprise 71

CSM Practice

JUNE 11, 2023

If you’ve been in the Customer Success profession long enough, you should have had the opportunity to be part of an account reassignment. There are a few reasons for this, but one of which is that account reassignments are, in my opinion, one of the most overly complicated processes in the Customer Success space. So let’s get into it.

Accountability 59

Accountability CRM Management Personalization 59

ShepHyken

AUGUST 31, 2023

This week, we feature an article by Sage , an international company that helps organizations of all sizes with accounting, payroll, and payment solutions. It leads to the creation of a holistic customer experience in which every level of your sales funnel is optimized to meet customer needs and expectations.

Journey mapping 322

Journey mapping Upselling CRM Feedback 322

Quadient

MAY 23, 2022

Contact Center Wrap-Up—Where the Rubber Meets the Road. Customers who perceive their interactions with your company as highly positive purchase more of your products and/or services, purchase more frequently, are more loyal, and are more likely to share their positive views with personal contacts and online communities. .

Contact Center 105

Contact Center CRM Call Center Personalization 105

Totango

JANUARY 30, 2020

Customer success and account management share common goals: Building customer loyalty and driving growth. Still, considering customer success vs account management reveals some insight into the contributions of both roles. Customer Success vs Account Management: How are They Different?

Accountability 63

Accountability Management Upselling Enterprise 63

Beyond Philosophy

JANUARY 23, 2019

You have to know what your customers’ reference point is to help you meet their expectations or exceed them as the case may be. Figure out what the Reference Points may be that the customer is bringing into the experience so you can manage your experience appropriately. #2: 2: Reasons. When people make choices, they need reasons.

Management 361

Management Consulting Consulting Accountability 361

SharpenCX

FEBRUARY 24, 2023

A study by Walker found that 80% of consumers expected personalized customer service from businesses across all sectors – and they’re willing to pay more for it, too. In today’s digital age, you can no longer afford NOT to provide personalized experiences for your customers. Meet your customers where they are.

Banking 76

Banking Personalization Customer Experience Chatbots 76

ClientSuccess

NOVEMBER 15, 2022

Customer success managers have their work cut out for them when it comes to retaining and growing customers. One way to ensure your customers stay with you is to add a personal touch to customer success. One way to ensure your customers stay with you is to add a personal touch to customer success.

Personalization 74

Personalization Finance Feedback Scripts 74

ChurnZero

MARCH 9, 2021

ChurnZero’s employee spotlight series highlights the person behind the professional, digging deep and discovering what drives our team members. This spotlight features, Rachel Gurman , Customer Success Manager at ChurnZero. . and the ability to mass email all of your accounts (and include multiple contacts from an account on an email).

Customer retention 85

Customer retention Accountability Sales Personalization 85

CSM Magazine

APRIL 16, 2024

It can be somewhat challenging for administrators to navigate the intricacies of managing Telegram channels and groups. Let’s explore ten bots that can enhance the management of your groups and channels, making your role as an admin both more efficient and effective. All available in the Free tier !

Management 52

Management Personalization Accountability Customer Support 52

AWS Machine Learning

MARCH 30, 2023

Amazon Personalize is excited to announce the new Trending-Now recipe to help you recommend items gaining popularity at the fastest pace among your users. Amazon Personalize is a fully managed machine learning (ML) service that makes it easy for developers to deliver personalized experiences to their users.

Personalization 84

Personalization APIs Accountability Engineering 84

ChurnZero

DECEMBER 7, 2023

With nearly 50% of their capacity spent on smaller accounts that accounted for around 10% of revenue, Smokeball ’s onboarding team felt overworked, and struggled to drive the most value during the onboarding process. Onboarding Hero: Smokeball Guiding customers to success at scale with smart, digital playbooks.

Accountability 52

Accountability Upselling Sales Marketing 52

ChurnZero

SEPTEMBER 8, 2021

A year has gone by since the COVID-19 pandemic shuttered doors to in-person conferences, and the industry responded accordingly by converting most live events into virtual experiences. Today, the industry is starting to meet face-to-face again as vaccines are being distributed across the country. Register for BIG RYG DC here. .

Personalization 95

Personalization SaaS Upselling B2B 95

Playvox

JULY 31, 2023

When thinking about workforce management (WFM), often people think of forecasting and scheduling. Ensuring that employees can be a part of managing their schedule has big benefits. Workforce management processes focus on optimizing how, where, and when work gets done, and who is best suited to do the job.

Self service 85

Self service Management Coaching Contact Center 85

SmartAction

NOVEMBER 22, 2023

Contact center managers who embrace and implement this technology reap the rewards of increased efficiency, reduced costs, and a customer experience that fosters loyalty. Conversational AI technology over the phone goes beyond chatbots to leverage the power of voice and offer a more personal experience. What is Conversational AI?

Contact Center 90

Contact Center Interactive Voice Response Virtual Agent Management 90

Amity

AUGUST 30, 2018

Companies that don’t want to miss out on the trend of branding themselves as “customer-centric” might consider repackaging an existing team, like Account Management, as Customer Success. Account Management teams build relationships and align the value their products can bring with the customer’s goals.

Accountability 67

Accountability Management Upselling Customer centricity 67

Spearline

APRIL 1, 2021

Poor audio quality can be a large inconvenience during virtual meetings, especially when everyone is remote working. Make an effort to keep your meetings in a quiet environment. Try to avoid joining a meeting from your vehicle. Account for the otherwise awkward silence. Finding the right environment. Log in early.

Telecommunications 80

Telecommunications Entertainment Accountability Feedback 80

Hello Customer

JUNE 1, 2021

Imagine that a bank has a customer which hasn’t used his bank account for years, but still pays for it. The amount of empowerment the frontline staff gets from the management. Let me call my manager." At that point your customer doesn't want to talk to a manager, they want to be helped. To wrap up.

Marketing 98

Marketing Customer centricity Banking Feedback 98

ShepHyken

DECEMBER 9, 2022

And how can you make sure that your customer journey meets or exceeds those expectations? . Customers want to be able to reach a live person when they need assistance. There are a few key ways to ensure that your customer journey meets or exceeds customer expectations. But what exactly are brand expectations?

Sales 309

Sales CRM Contact Center Customer retention 309

Totango

MAY 11, 2021

Stakeholder engagement and management is critical for customer retention. Here’s how to plan an effective stakeholder management strategy and track your performance. A well-designed stakeholder engagement and management strategy includes two key components: An action plan for promoting stakeholder engagement. Legal advisors.

Management 86

Management Best practices Journey mapping Metrics 86

Totango

JULY 28, 2021

Following best practices for hiring a customer success manager can make a critical difference in the quality of your customer relationships. Customer success managers serve as the face of your company in dealing with clients, playing a key role in ensuring satisfying experiences of your brand. What Is a Customer Success Manager?

Best practices 118

Best practices Management Brand ambassadors Upselling 118

Amity

JANUARY 20, 2017

Companies that don’t want to miss out on the trend of branding themselves as “customer-centric” might consider repackaging an existing team, like Account Management, as Customer Success. Account Management teams build relationships and align the value their products can bring with the customer’s goals.

Accountability 72

Accountability Management Upselling Customer centricity 72

Nicereply

MARCH 14, 2023

Being a support manager is a demanding job that requires constant learning. These 17 books contain critical lessons that every support manager will benefit from. Every customer support manager has a busy life. Priorities are constantly competing. But one should stand strong among all the others: to keep on learning.

Management 98

Management Call Center Metrics Entertainment 98

CafeX

OCTOBER 6, 2022

Yet, retailers that proactively respond through Incident Management solutions have been able to mitigate, and even avoid incidents. Automation – Solutions need to automate baseline requirements, such as application integrations, knowledge management, and information sharing to implement an effective response.

Management 62

Management Accountability Technology Sales 62

Fonolo

MARCH 30, 2020

Managing a contact center team is a challenge at the best of times. Managing Remote Contact Center Agents. Although there are a lot of similarities, there are also a great many differences between managing a team, and managing a remote team — especially a contact center team! Focus on results.

Contact Center 133

Contact Center Management virtual call center Call Center 133

AWS Machine Learning

AUGUST 15, 2022

Today, we are excited to announce Promotions feature in Amazon Personalize that allows you to explicitly recommend specific items to your users based on rules that align with your business goals. You can use promotions in domain dataset groups and custom dataset groups ( User-Personalization and Similar-Items recipes).

Personalization 71

Personalization APIs Entertainment Marketing 71

Kapta Customer Success

OCTOBER 2, 2017

The terms Key Account Management and Customer Success are often used interchangeably within organizations. Key Account Management Versus Customer Success. The goals of both Key Account Management and customer success are to retain and build relationships with customers. Relevant Industries.

Accountability 40

Accountability Management B2C Upselling 40

TechSee

NOVEMBER 26, 2020

Augmented reality (AR) has many applications in field service management; below we present four practical applications that align with the four main operating models outlined by Gartner. Equipment Accountability. Low accountability. High accountability. Low accountability. High accountability.

Management 109

Management Automotive Accountability Self service 109

SharpenCX

JULY 29, 2020

Editor’s Note: This post is brought to you by a new contributor, Hiba Amin, from our friends over at Soapbox – a solution that empowers over 100,000 managers to lead high-performing teams. That’s why it’s so important to focus on how to make every employee meeting successful for both parties. Hold each other accountable.

Accountability 67

Accountability Feedback Management Employee engagement 67

JustCall

MARCH 28, 2023

When you’re dealing with remote sales teams placed in different corners of the globe, it can be particularly challenging to meet targets. As a sales leader, it is difficult to craft a sure-shot plan on how to manage a remote sales team. As a manager, establishing that relationship takes a little more time when working remotely.

Sales 52

Sales Management Morale Employee engagement 52

Totango

OCTOBER 20, 2022

Hiring team members with the right customer success manager skills is critical for the effectiveness of your CS team and strategy. Here we’ve identified the 13 most essential qualities to consider when hiring a CS manager. What Is a Customer Success Manager (CSM)? What Is a Customer Success Manager (CSM)?

Management 92

Management Upselling Coaching Best practices 92

CustomerSuccessBox

MARCH 18, 2020

In a world where work from home is fast becoming the norm, Customer Success Managers have always faced this dilemma – to travel or not to travel to meet their customers. The more responsive and personal you can get with replies, the better the results. Should customer success managers travel? What are your thoughts?

Management 115

Management SaaS Upselling Accountability 115

Playvox

JANUARY 11, 2024

Managing forecasting, scheduling, and agent productivity in a call center is a lot like searching for the fountain of youth. While we don’t have a roadmap to the proverbial fountain, we can help steer you in the right direction for better call center workforce management (WFM). What is Workforce Management for Call Centers?

Call Center 52

Call Center Schedule adherence call center workforce Management 52