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The Effective way to Sales, Customer Success, and Implementation Handoff

CustomerSuccessBox

A seamless handoff from sales to customer success to implementation is necessary to deliver the promised early value. CS professionals must have felt the grunt of a bad transition from Sales to Customer Success. Why are Sales to CS handoffs a tricky stage? The first step after a sale is successful is onboarding.

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How to Write a Tier 2 Support Job Description + 5 Examples

Help Scout

Here’s an example of what the “key responsibilities” section of your tier 2 support job description could look like: In this role, you should expect these responsibilities to be part of your day-to-day schedule: Handling technical inquiries related to improperly constructed HTML or CSS, websites, or other technical issues with our internal product.

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What to Look for in a Document Automation Tool

Cincom

Manually creating customized communication documents like quotes, invoices, contracts, and reports is an inefficient process prone to human error. If you’re considering implementing a document automation solution for your organization, there are several key capabilities to evaluate during your search. What Is Document Automation?

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How to Evaluate Call Center Software Vendors for Customer Data Platform Solutions

NobelBiz

Goldmine, which launched in 1990, was the first kind of software to combine contact information, calendaring, sales data, and marketing automation into one platform. This can lead to increased customer satisfaction and loyalty, as well as improved sales and revenue. Since then, the CDP market has grown rapidly.

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Step up Customer Assistance with Live Video Support

TechSee

Use Cases: Shopping Concierge: Video chat support allows agents to connect with online customers in real time, offering them advice and recommendations that directly increase sales. Customer inquiries: When customers turn to a company for help, video chat support gives a face to the business.

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JustCall vs Talkdesk: An In-Depth Comparison 

JustCall

Some of these include: AdaAgent Assist, Airkit Assist, Hub Auto, Reach, Balto, Calabrio, PCI Pan Digital Agent Assist, Pypestream, Verint, Zingtree, Talkdesk also offers API access for all plans. All reports are created keeping the end-user in mind so that even a layperson can use such documents to improve business workflows.

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Gorgias Builds Strong eCommerce Relationships With Aircall

aircall

By exceeding expectations in terms of relationship building and technical support, they believe more eCommerce companies can transform customers into powerful brand ambassadors. An important first step is providing the most efficient support possible. Turning Customers Into Advocates.