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Blog : Process : Page 2

Category: Process

6.29.21 Read Time: 2 Mins

Six Steps to Effective Customer Success Planning

Planning for customer success starts with establishing how your customers define success with your products. By understanding what your customers expect it is possible to align resources to help customers …

6.22.21 Read Time: 2 Mins

Eight Essential Customer Onboarding Practices

Successful onboarding is essential to get customers set up to use and adopt their new product and prepared to achieve their desired outcomes. This article introduces eight onboarding practices necessary …

6.15.21 Read Time: 2 Mins

Seven Engagement Practices for a Successful Sales-to-Service Handoff

Effective customer engagement starts with Service and Sales coordination. Know these seven essential sales-to-service handoff practices to help your organization foster continued Customer Success and recurring revenue growth.

6.8.21 Read Time: < 1

Five Customer Engagement Best Practices to Develop, Retain, and Grow Relationships

Customer engagement is vital to long term positive relationships with customers. This article introduces the five essential customer engagement practices necessary to develop, retain and grow customer relationships.

5.25.21 Read Time: 2 Mins

Why Your Customers Don’t Renew and What You Can Do About It

This article introduces practices to grow revenue by enabling Sales to sell services and to overcome customer objections.

3.28.21 Read Time: 2 Mins

Essential Customer Success Activities

Half of the organizations we surveyed executed on LESS than half of these core Customer Success actions. How does your company stack up — and where can you improve?

3.24.21 Read Time: 3 Mins

Six Steps to Measure Self-Service Deflection

Self-Service deflection is the rate at which self-help and automated resources satisfy customers’ service demands that would otherwise be handled by assisted service staff. This article introduces a concise definition …

3.20.21 Read Time: < 1

Have your tried to contact your company for support?

With new data protection requirements and security threats it’s important that Support organizations understand their role in protecting their organizations from these risks. This article introduces how to protect customer …

2.15.21 Read Time: 2 Mins

Best Practices and Metrics for Assisted Support Delivery

Making it easy for customers to get help depends upon the channels available to access support resources and request assistance. Many companies offer assistance by phone but there is a …

2.10.21 Read Time: 2 Mins

Keys to Preventing Support Issues

Our research has revealed that nearly a third (32%) of Support demand stems from questions related to either installation, configuration, or setup. This understanding gives companies an immense opportunity to …

2.5.21 Read Time: 2 Mins

Poor Support Case Management Practices = Missed Opportunities

Incomplete case records diminish Support’s ability to identify root causes of support demand and plan mitigation efforts such as enhanced self-help, product improvements, and training. This article describes how poor …

2.3.21 Read Time: 3 Mins

Optimizing Multi-Vendor Support Collaboration

Technology is complex. When something goes wrong it can be difficult to sort out which component is at fault and which vendor is needed to assist with the troubleshooting and …

1.19.21 Read Time: 2 Mins

Support Case Resolution: Are You Missing These 9 Best Practices?

From case open to closure, Support case management and resolution processes must be efficient and effective. Yet case management is the most costly and time-consuming Support process and remains labor-intensive …

9.5.20 Read Time: < 1

Top 10 Practices For Measuring First Contact Resolution

First Contact Resolution (FCR) measures the percent of assisted support cases that are resolved as a result of the initial interaction with a qualified support representative. Resolving cases at first …

8.17.20 Read Time: < 1

Treat Your Service Portfolio as a Product Line

Service and Success programs are a significant source of revenue. To assure that they yield their maximum revenue potential, treat service portfolios as strategic offerings in the corporate portfolio by …

2.3.20 Read Time: < 1

Service Onboarding

When new customers purchase service agreements you must make certain that they understand how to access and use the services they are entitled to through a formal service onboarding process. …

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