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How to Upgrade to an Advanced Customer Experience Strategy

Lumoa

Fine-tuning your CX elements is a constant exercise. That’s why it’s essential to continuously iterate new approaches to see what works best and integrate those into your CX strategy. Benchmark Against Competitors Competitive analysis is also highly insightful during a CX audit.

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Why Customer Lifecycle Management is Important for Enterprise Organizations

ClientSuccess

Customer success leaders can then measure and track these metrics against larger company benchmarks to build a better picture of overall customer satisfaction and health. Traditions and processes are often different between different countries or regional areas, and these exercises can often fix or control issues before they become a problem.

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How To Capture Business Outcomes During a Quarterly Business Review (QBR)

Squelch

These include other solutions that your on-premise, SaaS, hardware, or service offerings can deliver to the clients. At CSM Practice , we recommend accomplishing this by comparing each client to the processes, people, and features used by your best-of-breed customers. About CSM Practice.

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CSM from the Trenches: Mentors – Natalie Williams; Director, Customer Success; SmashFly Technologies

ClientSuccess

Welcome to our blog series CSM from the Trenches, a community for frontline Customer Success Managers (CSMs) that discusses trends, best practices, and advice for the frontline. Quarterly strategy or business reviews allow us to present key KPIs, metrics, benchmarks, and recommendations to our customers.

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Understanding the Joint Success Plan: A Tool for Outcome-Based Customer Success Management

ChurnZero

The exercise of joint success planning itself is a collaborative one (hence the word “joint” in its name). That information is captured in an Account Plan which is a different exercise and tool altogether. . They also provide an opportunity to bring in best practices. Simplicity is the name of Joint Success Plan game.

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Is It Time for Your Contact Center Check Up?

Taylor Reach Group

Your doctor then makes recommendations to improve your health: get more exercise, watch what you eat etc. Recently there has arrived on the scene an alternative to a traditional assessment or audit and that is a SaaS (Software as a Service) offering which allows you to assess or audit your own center.