Customer Interactions

JUNE 5, 2014

I speak at security conferences throughout the year and host PSIM Workshops as well. My methodology was simple: I interviewed organizations and consultants that had implemented PSIM to gather the lessons they learned along the way. The result is list of best practices that were commonsensical, but surprisingly insightful as well.

Best practices 31

Best practices Feedback Consulting Consulting 31

NobelBiz

JULY 31, 2023

Brad Butler, Contact Center Software Consultant @NobelBiz Key Features of Call Queuing Systems & Their Implementation Navigating the nuanced world of call queuing systems, one quickly discerns that it’s the features that drive efficacy. Feature Workshops Competency Matrix: Design workshops based on a competency matrix.

Wait times 52

Wait times Telecommunications Call Center CRM 52

AWS Machine Learning

APRIL 22, 2024

For more details on how to create HyperPod clusters, refer to Getting started with SageMaker HyperPod and the HyperPod workshop. Create a VPC, subnets, and a security group Follow the instructions in the Own Account section of the HyperPod workshop. Leave your feedback on this solution in the comments section.

Scripts 93

Scripts Engineering Management Benchmark 93

Creative Virtual

JULY 30, 2019

We’re offering a no cost consultation workshop and initial chatbot upgrade to our award-winning V-Person platform to get the transformation project started. We’re able to do that because we have a highly experienced team that delivers best practice expertise alongside our innovative and award-winning technology.

Chatbots 40

Chatbots Virtual Agent Telecommunications Enterprise 40

Aspect

NOVEMBER 30, 2017

For our customers, best practice exchange has been a solid pillar of our own Aspect customer care for many years. Why on earth would you want to share these with anyone else?

Banking 65

Banking Best practices Consulting Consulting 65

Customer Guru

AUGUST 21, 2018

Continuing with our list (in alphabetical order) of customer experience (CX) influencers (experts, consultants, and authors), we are sharing a few names of leaders leaders that every CX enthusiast must follow and take inspiration from. Kerry Bodine has established the consulting firm, Kerry Bodine & Co.,

Customer Experience 115

Customer Experience Journey mapping Consulting Consulting 115

Monet Software

MARCH 26, 2020

We ask what data is important to you for migration and offer consulting services to help you determine what data needs migrating to achieve your business goals. Pro Tip: Your move to the cloud provides the perfect opportunity to reevaluate coaching best practices and recalibrate your coaching between managers.

Coaching 71

Coaching outsourcing Strategic Value Enterprise 71

ClearAction

DECEMBER 27, 2017

” The Power of Workshops. They taped and edited the interviews and showed them to groups of cross-discipline employees in workshops. They viewed these workshops as a pivot point to rise above preconceived notions of clients and the bank and employee roles. ” Strategic Focus. ” CEO-Driven.

Customer Experience 54

Customer Experience B2B Banking Journey mapping 54

AWS Machine Learning

MARCH 13, 2023

Using the SageMaker Inference Toolkit in building the Docker image allows us to easily use best practices for model serving and achieve low-latency inference. To learn more about how this tool can reduce labeling cost and increase accuracy, visit Amazon SageMaker Data Labeling to start a consultation today.

Metrics 74

Metrics APIs Feedback Engineering 74

ChurnZero

MARCH 3, 2020

Conferences, forums, and workshops are a great way to brush up on your skills, learn new ones and hear from thought leaders and experts in your industry. This event takes a unique approach to getting your hands dirty, with workshop components like no other. Speaker: Amy Mustoe, Principle Consultant and Coach, The Success League .

SaaS 72

SaaS Chief Customer Officer Best practices B2B 72

NobelBiz

JUNE 19, 2023

Brad Butler, Contact Center Software Consultant @ NobelBiz Mastering the Art of Real-Time Monitoring as a Call Center Supervisor Real-time monitoring is an art that, once mastered, opens a new dimension of customer service management.

Call Center 52

Call Center Coaching Contact Center Metrics 52

ClearAction

DECEMBER 31, 2016

Arrange action planning workshops for originating departments. Conduct cross-functional workshops to identify silos and plan ways to make the journey smoother. Consult the journey map regularly when creating or adjusting anything. Conduct an action planning workshop with every business unit on a regular basis, at least annually.

Customer Experience 81

Customer Experience Journey mapping Consulting Consulting 81

CSM Practice

SEPTEMBER 15, 2019

Here are a few processes that worked successfully for our consulting firm, CSM Practice : 1) Onboarding Process. 3) Workshops. For key accounts, consider offering free on-site workshops to engage in more in-depth strategy discussions and continuously develop a trusted advisory rapport with your decision makers.

Accountability 45

Accountability Consulting Consulting Upselling 45

Satrix Solutions

JANUARY 2, 2019

As a consultancy dedicated to the Customer Experience (CX), we’re highlighting 5 US-based conferences customer experience professionals should consider for 2019: Totango Customer Success Summit 2019. We had the chance to attend last year and enjoyed sharing best practices and ideas with attendees. Why should you attend?

Customer Experience 60

Customer Experience Best practices Benchmark SaaS 60

Callminer

APRIL 21, 2020

Joe is the Business Development Consultant at My Trading Skills , with over 17,000 unique visitors per month. “My What I liked the most are the seminars and workshops we did all year round. One of the workshops I attended was about identifying the type of trainee you’re dealing with so that you can customize their learning.

Call Center 182

Call Center Management Scripts Coaching 182

Clarabridge

MAY 9, 2018

Breaking it Down with Best Practices and Brecht: C3 2018 Day 1 Recap. Our first advanced session was led by Clarabridge’s Katie Costanzo, Director, Professional Services and Koren Stucki, VP, Strategic Consulting. These two took attendees through best practices for establishing a successful CEM program.

Journey mapping 40

Journey mapping Best practices Contact Center Feedback 40

CustomerSuccessBox

OCTOBER 4, 2021

Managed by industry leaders such as Todd Eby, James Scott, Andrew Marks, and Aaron Thompson,The CCSM program’s foundation in research provides specific insights into the core competencies of a Customer Success Manager and best practices of great Customer Success organizations. Link: [link].

Customer centricity 52

Customer centricity SaaS Big data Accountability 52

Help Scout

SEPTEMBER 14, 2021

At Workshop — a tool built to improve company culture through open and efficient internal communication — Co-founder and Chief Customer Officer Derek Homann is focused on using customer service as a differentiator. But in practice, it’s not always pragmatic. “At Tip #1: Don’t worry if it doesn’t scale. In theory, it’s great advice.

Customer Service 127

Customer Service outsourcing Chief Customer Officer Self service 127

Taylor Reach Group

MARCH 26, 2018

Conference co-chairs Paul Greenberg, Brent Leary, and the editors of CRM magazine are working together again to bring you some of the best CRM analysts and consultants, project leaders, and vendors in the industry. SOCAP Wisconsin Chapter – Six Sigma White Belt Training Workshop April 12, Madison, WI.

Contact Center 51

Contact Center Call Center Customer Experience Big data 51

Creative Virtual

DECEMBER 11, 2019

I had the honour of joining Andy Madge (Head of Technical Services) and Liam Ryan (Sales Director) at the Awards Dinner in London to accept our plaque and meet other Best Practice Award winners from all over Europe. You can download a copy of their full independent report here.

Virtual Agent 40

Virtual Agent Chatbots Best practices Benchmark 40

Talkdesk

APRIL 12, 2016

With two days of content, four tracks and 30+ sessions and workshops, TOPO Sales Summit 2016 really packed a punch. TOPO Director of Consulting Greg Tapper expanded on this point at the Ultimate Sales Plays workshop. TOPO Sales Summit 2016 was a whirlwind of information, insights and debate. Click to Tweet. About Talkdesk.

Sales 40

Sales Big data call center software Best practices 40

GetFeedback

AUGUST 14, 2019

Download our free Customer Satisfaction Score toolkit for customer satisfaction best practices, a free CSAT survey template, and much more. She is a customer experience speaker, writer, and consultant with more than 20 years of experience in assisting all types of companies, including Fortune 500. Get Calculator.

Metrics 109

Metrics Journey mapping Surveys Feedback 109

ShepHyken

SEPTEMBER 7, 2023

Provide them with checklists, guides, and best practices. Account management Offer workshops on relationship-building, active listening, and consultative selling for identifying upsell or cross-sell opportunities. Encourage shadowing experienced account managers who can disseminate their best tips and tricks.

Customer centricity 329

Customer centricity B2C Feedback Upselling 329

SmartKarrot

JUNE 11, 2021

Best Customer Success Certifications 2021. SuccessHacker Certifications and Training Workshops. Helmed by industry CS leaders such as Todd Eby, James Scott, Andrew Marks, and Aaron Thompson, SuccessCoaching offers multiple workshops and online training programs for customer success professionals. For course details, click here.

Best practices 22

Best practices SaaS Accountability Education 22

NobelBiz

JUNE 5, 2023

Brad Butler, Contact Center Software Consultant @NobelBiz By leveraging data-driven insights, employing skilled agents, and utilizing advanced technology, agents can tailor their approach, messaging, and offers, creating meaningful connections that resonate with individuals on a personal level.

Call Center 52

Call Center Scripts CRM Contact Center 52

SmartKarrot

AUGUST 6, 2020

Work closely with the customers alongside Sales, Support, Account Management, Security Consultants, other Operations and Product Management teams at Veracode to ensure services are delivered successfully and meet client expectations.

Accountability 10

Accountability SaaS Enterprise Engineering 10

SmartKarrot

JULY 30, 2021

Ensure a plan is in place for each customer, to address governance best practices, change management, training options, engagement and adoption. Constantly strive to expand your clients’ product usage through thoughtful onboarding and ongoing training and workshops.

Engineering 10

Engineering Best practices Customer retention Government 10

SmartKarrot

MARCH 2, 2022

Best practices for content marketing. One of the best examples of doing code marketing right is the example of Slack. Best practices for code marketing. Kissmetrics uses emails the best. Best practices for email marketing. Best practices for email marketing.

SaaS 12

SaaS Marketing Upselling Engineering 12

Netomi

JANUARY 5, 2022

She leads the XM Institute’s research into CX and EX best practices and the broader organizational capabilities required for building loyalty by improving customer and employee experiences. Arie is a Customer Insight, Customer Strategy, Customer Lifecycle Management, and Innovation Independent Consultant. Arie Goldshlager.

Customer Experience 98

Customer Experience Customer Service Consulting Consulting 98

CustomerSuccessBox

JUNE 8, 2022

His book Practical Customer Success Management: A best practice framework for rapid generation of customer success got published in 2019. He’s also a trainer and a consultant who has trained and consulted with thousands of technology professionals in over 30 countries across 4 continents. He’s a published author.

Management 52

Management Consulting Consulting Analytics 52

SmartKarrot

NOVEMBER 18, 2020

Develop best practices for new customer onboarding and customer growth/renewal to ensure ongoing customer success. Building consultative and strong relationships with multiple departments and levels at our merchant partners through regular and open communication. Ensure product adoption by onboarding new customers and new teams.

Customer advocacy 10

Customer advocacy Best practices Finance Enterprise 10

Russel Lolacher

MARCH 20, 2023

A few reasons why she is awesome — she is an executive coach, speaker and licensed psychologist providing psychotherapy, career coaching and organizational consulting for more than a decade. She’s an executive coach, speaker and licensed psychologist providing psychotherapy, career coaching, organizational consulting.

Coaching 98

Coaching Personalization Consulting Consulting 98

SmartKarrot

JANUARY 11, 2021

Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies. Energized by solving problems and finding opportunities to make clients successful.

Upselling 10

Upselling Benchmark Customer centricity Education 10

SmartKarrot

JANUARY 5, 2021

Proclaimed as the Customer Success growth expert, consultant, and thought leader, Lincoln is a customer-centric growth mastermind. Apart from consulting and writing about customer lifecycle management and sustainable profitability, he is a generous contributor to non-profit initiatives. Lincoln Murphy. Rick Adams. Jay Nathan.

Chief Customer Officer 21

Chief Customer Officer SaaS B2B Consulting 21

SmartKarrot

FEBRUARY 15, 2022

This will help you stay up to date with the trends and best practices of customer service. Adrian Swinscoe is a globally recognized customer experience consultant specializing in customer service tactics to help businesses succeed. is an internationally recognized customer experience consultant. Adrian Swinscoe.

Customer Service 10

Customer Service Customer centricity Consulting Consulting 10

ChurnZero

NOVEMBER 22, 2021

This is a lesson Kristen Hayer, Founder and CEO of The Success League , has learned firsthand as a former Customer Success leader, and one that she’s helped countless others confront through her work running a Customer Success consultancy. Customer Success Budgeting Best Practices and Lessons Learned. Best Practices.

Benchmark 98

Benchmark Finance Best practices Sales 98

Vistio

APRIL 2, 2022

Michele’s an accomplished speaker, author, executive team member, and consultant. And I saw no downside in that business model, so I decided to take the leap out on my own, away from the corporate environment and start my own consulting company. I find it so interesting, Michele.

Contact Center 52

Contact Center Real estate Customer Service Self service 52