CX Network

MARCH 7, 2024

In the world of finance, wealthy clients demand sophistication, foresight and bespoke solutions. Jackson Ng explains how AI can deliver

AI 62

AI Finance 62

Zonka Feedback

SEPTEMBER 7, 2022

As a business owner, one of your top priorities is to bring in new clients to your company every chance you get. After all, gaining new clients is important for your business to thrive. The more people who are interested in the products or services you offer, the more sales you can make.

Sales 98

Sales 98

The DiJulius Group

JANUARY 8, 2024

Read Full Article The post KeyBank’s Obsession over Client Experience Sends their NPS and CSAT Scores Soaring appeared first on The DiJulius Group. KeyBank Branch & Contact Center Leaders KeyBank planned to enhance its already successful customer experience culture in January 2022 when.

NPS 92

NPS Contact Center Customer Experience Customer Service 92

Totango

FEBRUARY 2, 2021

Customer success plans provide you with a powerful tool to help clients achieve their goals. Customer success plans are proposals that document your clients’ goals and how you will help achieve them. A set of key performance indicators and benchmarks to track and measure client progress towards goals. Develop an action plan.

Customer Satisfaction 127

Customer Satisfaction Customer Service 127

Shep Hyken

JULY 30, 2021

He writes about how businesses can be more successful by implementing changes that will boost client satisfaction. One way to do that is by implementing changes that will boost client satisfaction. . Your current and potential clients are now looking to spend their money on themselves and make changes in their businesses.

Start-ups 135

Start-ups Finance Customer Service Customer Experience 135

Totango

AUGUST 5, 2022

A client onboarding questionnaire helps you gather the information you need for excellent client relationships that promote long-term loyalty. What Is a Client Onboarding Questionnaire? A client onboarding questionnaire is a list of discovery questions administered to a new client to help you better serve their needs.

B2B 83

B2B Customer Journey Map Sales Start-ups 83

SurveySensum

DECEMBER 28, 2023

Building and sustaining strong client relationships is paramount in the legal profession, where trust serves as the cornerstone for success. And client surveys have emerged as a key tool in understanding client satisfaction and improving overall service quality.

Legal 52

Legal Customer Feedback Data Mining Innovation 52

Totango

AUGUST 18, 2022

What Is the Client Onboarding Process? Client onboarding procedures typically cover steps such as: Welcoming new customers. Why Is Creating a New Client Onboarding Checklist Important? What Should Be Included in a Client Onboarding Checklist? The term is borrowed from human resources management. Activating accounts.

Customer Journey Map 92

Customer Journey Map Close the Loop Start-ups Technology 92

Totango

SEPTEMBER 7, 2021

B2B client engagement strategies can help you retain more customers if you know which best practices to follow. Leveraging technology can help you implement the best practices you need to efficiently engage and retain B2B clients. Why Are B2B Client Engagement Strategies Different from B2C? Develop a 360 View of Your Customers.

B2B 80

B2B B2C Technology Technology 80

The DiJulius Group

OCTOBER 31, 2022

We had been consulting with one of the largest accounting firms in the world, guiding them in building a stronger client experience model. The post Going from Greg to Benny: Building a Stronger Client Experience Model appeared first on The DiJulius Group. At one of our regional workshops, one of. Read Full Article.

CX 103

CX 103

SurveySensum

JANUARY 25, 2024

Not too long ago, I completed a project for a client, and they were genuinely satisfied with our work. In this blog, I’ll share with you six simple tips on how to ask for a referral from a client. So, let’s dive into this adventure of turning happy clients into amazing opportunities! But how can you do that?

NPS 52

NPS Customer Feedback Gaming Social Media 52

eglobalis

JULY 19, 2023

From here to affinity – how to build customer centricity in professional services The post From here to affinity – how to build client centricity in professional services appeared first on Eglobalis.

Customer Relationship 66

Customer Relationship Innovation AI Customer Loyalty 66

cxservice360

FEBRUARY 13, 2023

Are you looking for ways to connect with more potential clients? Ensure your business is listed on as many directories, websites, Read more The post 7 Tips for Connecting Your Business with Potential Clients appeared first on CXService360 - Customer Service Articles, Stories and more. If so, you’re not alone.

Customer Service 59

Customer Service Customer Experience 59

Customer Think

MARCH 27, 2024

Complex payment processes can frustrate everyone involved – customers and businesses alike. But when we simplify payments and offer more flexible options, it’s a win-win. Smooth transactions aren’t just convenient; they’re a sign that we’re here to make things easier for our customers.

Technology 52

Technology Technology 52

Totango

JANUARY 29, 2021

Playbooks for customer success managers help drive processes that promote winning client outcomes. Building automation into playbooks helps the customer success team produce repeatable, winning results for clients at every stage in their customer journey. Use Playbooks for Customer Success to Deliver Winning Outcomes for Your Clients.

Scorecard 79

Scorecard NPS Gaming Sales 79

Customer Think

AUGUST 16, 2023

Article source: [link] Professional services (PS) and consulting is critical to client experience. From a client perspective firm offering CX-related […] But, here’s the question: if your competitors could do the same job, and have similar knowledge, expertise, capabilities and pricing, how do you stand out?

CX 52

CX Customer Loyalty Customer Experience 52

Customer Think

JANUARY 22, 2024

If you want to win more sales and create longer-lasting professional relationships, it’s important to make a better first impression with your clients.

Sales 52

Sales 52

Foresee

MAY 21, 2021

We had a full slate of fantastic clients sharing experiences and best practices at our annual conference, Engage21. The post Verint’s XM Clients Inspire and Educate at Engage21 appeared first on Verint ForeSee. These people are doing exciting, innovative work in the CX field, and […].

Education 75

Education Innovation CX 75

Totango

JULY 24, 2020

Client expansion is the bird-in-the-hand approach to B2B enterprise growth. Your ability to grow revenue is dependent in part on your ability to discover new successes for your existing clients, retain their business, and maximize their customer lifetime value. What Is Client Expansion? 6 Ways to Drive Client Expansion.

B2B 62

B2B VOC Customer Feedback Voice of the Customer 62

Customer Think

AUGUST 7, 2021

Your business is meaningless without your customers and clients. So it’s important for you to maintain a strong relationship with them and ensure that they are happy with your products and services. This can be beneficial for you in several ways.

Customer Loyalty 78

Customer Loyalty 78

Zonka Feedback

FEBRUARY 2, 2023

Client reviews are the key to developing a healthy business. Every review, positive or negative, offers value to your prospects and pushes them further along the sales funnel.

Customer Relationship 52

Customer Relationship Sales Customer Feedback 52

Help Scout

AUGUST 22, 2023

Regular update announcing new Help Scout features and product improvements. Read the full article

98

98

The DiJulius Group

JUNE 8, 2021

The post How to Be the Trusted Business Partner Your Client Can’t Fathom Life Without appeared first on The DiJulius Group. As you know, every company, including yours, constantly examines its budget and reviews expenses for the year. CEOs are always demanding that their leaders find ways to trim their costs and improve. Read Full Article.

B2B 105

B2B 105

Customer Think

DECEMBER 5, 2021

Customer experience isn’t just what you create, but the perception you inspire. You might’ve optimized your ads, improved the customer support response rate, and even created an intuitive website; but if your customers don’t think so, then there’s still work to be done. So how do testimonials play into creating exceptional experiences?

Customer Experience 142

Customer Experience 142

ClientSuccess

MARCH 29, 2022

The post Checklist | Improve Your Client Onboarding Process appeared first on ClientSuccess. You can learn more about building and executing the ultimate onboarding experience for customers with these additional resources from ClientSuccess : Webinar: Creating a Smooth Onboarding Experience. Toolkit: Customer Onboarding Toolkit.

Start-ups 52

Start-ups Sales 52

ClientSuccess

MARCH 29, 2022

The post Checklist | Improve Your Client Onboarding Process appeared first on ClientSuccess. You can learn more about building and executing the ultimate onboarding experience for customers with these additional resources from ClientSuccess : Webinar: Creating a Smooth Onboarding Experience. Toolkit: Customer Onboarding Toolkit.

Start-ups 52

Start-ups Sales 52

Customer Think

MARCH 1, 2023

In the early 2000s, McDonald’s was facing declining sales and customer satisfaction due to increased competition from other fast food chains and changing consumer preferences. To turn the business around, McDonald’s management held a series of meetings with its franchisees to listen to their concerns, empathize and gather their input.

Business Growth 78

Business Growth Customer Satisfaction Sales Customer Loyalty 78

ClientSuccess

MARCH 16, 2022

The post The CSM’s Quick Start Guide to Successful Client Onboarding appeared first on ClientSuccess. You can explore more about building the ultimate onboarding experience with these additional resources from ClientSuccess : Webinar: Creating a Smooth Onboarding Experience. eBook: Ultimate Guide to Customer Success Metrics.

Sales 71

Sales 71

PeopleMetrics

APRIL 4, 2018

CPA firms just experienced their most important client touchpoint of the year as far as billable hours, revenue and actual face time with the client are concerned. How do these critical financial partners gauge how satisfied their clients were with the experience? Listen to your clients. Getting a leg-up for next season.

Net Promoter Score 66

Net Promoter Score Touchpoint Voice of the Customer Start-ups 66

Uplifting Service

MARCH 8, 2023

I call it “don’t kick the stones on Sherwood Island”… But it’s REALLY a lesson about client relationships – and how to keep yourself energized and motivated to keep serving. That client’s not going to follow your advice and that can produce frustration for you. Even when those relationships are challenging.

Business Consulting 40

Business Consulting Customer Service 40

Zendesk

DECEMBER 6, 2021

Customer satisfaction has been dropping in the US since about 2018, according to the American Customer Satisfaction Index (ACSI). The question is why , especially when so many companies are trying hard to meet customer needs on a variety of fronts. There are some general trends that offer clues—for example, customer expectations keep rising.

Customer Satisfaction 118

Customer Satisfaction Social Media Customer Expectations Customer Service 118

Customer Think

NOVEMBER 24, 2021

It is the same for any business, any client, any brand. But we also know that, historically and realistically, not everything is made to slip right on like a tailor-made suit made just for you. Not every service […].

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64

Customer Think

DECEMBER 4, 2023

Businesses in the software development industry often have to deal with the decision of whether to invest in custom software or choose readymade software solutions that fulfil their specific demands.

Technology 59

Technology Technology 59

Totango

MAY 6, 2021

The post How to Retain More Clients: Benefits and Strategies appeared first on Best Customer Success Blog | Trends & Articles for Enterprise Growth. Try it free to experience the benefits of automating your retention strategy.

Customer Retention 74

Customer Retention Net Promoter Score Education Customer Feedback 74