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Implementing a balanced scorecard to measure agent and contact center performance

DMG Consulting

Question: We’re implementing a balanced scorecard to measure agent and contact center performance. What categories should we evaluate?

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How to Find the CRM That Fits Your Business

SugarCRM

There is so much that goes into evaluating and selecting a technology partner for your CRM solution. Here are key considerations when selecting both the solution and vendor for CRM success: Evaluate the Total Cost of Flexibility. Too often, CRM solutions can be a barrier to sales and marketing success. Closing Thoughts.

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Guest Post: 4 Ways to Transform Customer Experience While Growing Rapidly

Shep Hyken

Creating an “Environment of Self Service” — XGS deployed a CRM system as well as an improved and expanded customer portal to capture and improve service levels . Net Promoter Score (NPS) — Establishing baseline ratings and gathering key customer feedback .

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What is Customer 360 and How Does it Affect Customer Success?

Totango

These data sources are aggregated into a scorecard that shows the state of your client base, where they are in the customer journey, whether they are using your products, how engaged they are, and if they are willing to recommend your business to others. . Why CRM Data Visualization is Not Enough. Missing predictive capabilities.

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What to Expect When Shopping for Support Software

Help Scout

You may also consider a “divide and conquer” approach, where each person on your search committee does independent research on a tool using some sort of scorecard to grade each option. Even in this scenario, it’s probably good to have some sort of scorecard to objectively measure each tool and easily compare them side-by-side.

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How to Build the Ideal Customer Journey Using Your Customer Success Platform

ClientSuccess

Whether you’re using a generic CRM tool or a customer success-specific solution to manage your customer interactions, it’s helpful to map out exactly how your platform will impact each stage of the customer journey.

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Customer retention software: Everything you need to know

Zendesk

Customer relationship management (CRM) software. Customer relationship management (CRM) software builds customer profiles to track and manage customer interactions at every touchpoint along the customer journey. Your CRM showed that a customer visited your company website after seeing an advertisement. Consider this scenario.