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How Can I Transition From Sales to Project Management?

Andrew Mcfarland

Before you jump from sales to project management, there are some things you should know. You should know that you will manage a client’s financials and other details. This is critical since many sales teams find their financials a complete mess when they hand the account over to project management.

Sales 48
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Guest Post: How to Ensure PCI Compliance in Your Call Center?

ShepHyken

Maintain a Vulnerability Management Program: Update antivirus software regularly and protect devices against malware. Report Unauthorized Practices: Agents should be trained to look for and report any unusual or risky situations that they discover so management can remedy the situation. . Debit card data is exempt: Wrong.

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Schneider Electric leverages Retrieval Augmented LLMs on SageMaker to ensure real-time updates in their ERP systems

AWS Machine Learning

This post was co-written with Anthony Medeiros, Manager of Solutions Engineering and Architecture for North America Artificial Intelligence, and Blake Santschi, Business Intelligence Manager, from Schneider Electric. Schneider Electric is a leader in digital transformation of energy management and industrial automation.

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5 Best Experience Management Metrics

ClearAction

5 Best Experience Management Metrics Lynn Hunsaker. Why are experience management metrics the #1 challenge year after year? This means current experience management metrics are insufficient! Experience Management (XM) encompasses CX + EX + PX. Sales Velocity is another key to LTV. So, what’s the solution?

Metrics 62
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Utilizing Customer Journey Mapping to Enhance Service

Global Response

Share the customer journey map with your marketing, sales, customer service, product development, and IT teams. Save money and increase sales with a brand-obsessed, people-first team that delivers a high-touch, superior customer experience, every time. This KPI is critical for understanding the effectiveness of the sales funnel.

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Best Dialer Types for Financial Service Call Centers

Calltools

Some examples of these types of call centers include: Banks Brokers Credit Unions Wealth Management Other Financial Services Depending on the specific nature of the financial service call center, agents may be responsible for addressing issues, updating accounts, and answering questions both through inbound and outbound calls.

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Everything You Need to Know About Auto Attendant

Hodusoft

For example: “For sales inquiries, press 1. For example: “Press 1 for Sales. Regular Updates The auto attendant needs to be reviewed as well as prompts required to be updated periodically. This will ensure that your auto attendant is updated and aligned with the current needs of callers.