4 min read

Rising to the top — these CX leaders are up for solving complex service challenges

Trying to find the right balance between human agents and AI? Customer data split across systems and apps? Struggling to hire and retain support talent? You may be a CX Riser.

5 min read

Early on the path to CX success? Here is why the up-front investment is worth it

Customer service agents overwhelmed? No visibility into real-time data? Weak personalised service? You may be a CX Starter.

4 min read

Emerging into CX leadership — steps to take now to avoid costly fixes down the road

Still figuring out how and where to use AI in support? Struggling to turn customer data into a meaningful change? Are agent training programs less than ideal? You may be a CX Emerger.

What is a sales budget? Use, example, and purpose

Create a sales budget to generate achievable sales goals for your team.

A guide to issue trackers (+3 best issue tracking software)

An issue tracker is the all-in-one solution for streamlining your customer service experience.

How to start a virtual call centre that provides excellent customer service

Learn the best way to set up and manage a remote customer service team.

What is run rate? ARR definition, formula, and examples

Sales forecasting has a good deal in common with weather forecasting, particularly in the sense that the further one projects into the future, the less reliable the predictions become.

The ultimate guide to a successful discovery call

A discovery call is your first chance to wow your prospects. Leave a strong first impression by prepping for this initial phone conversation.

13 min read

8 great FAQ page examples and how to create your own

An FAQ page should be part of your team’s investment in customer self-service. Get inspired to create your own with these FAQ page examples from well-known brands.

How to track consumer behavior (and why you should)

Track consumer behavior and leverage that data to create better, more personalized customer experiences.

12 smart sales goals for your team

Set up the right sales goals, and you’ll be set to provide customers with a thoughtful and personal buying experience.

How to create a sales strategy that works in 2022 (tips and examples)

Want to create an effective sales strategy? Start here with our five-step approach.

5 min read

What is digital engagement? + Customer engagement strategies

Learn how a digital engagement strategy can help your business create better customer relationships and boost your bottom line

12 min read

How to create customer surveys: 8 tips and examples

Customer surveys are a great way to gather feedback—the challenge is getting people to respond. Here’s how to create engaging surveys your customers will actually complete.

Customer loyalty: A guide to types and strategies

Customer loyalty is when customers reward a company with repeat business over time. Our guide covers definitions, types, and strategies to help you learn how to build a loyal following.

Customer onboarding guide for 2022 (+6 best practices and examples)

Customer onboarding is the process of teaching new customers the value of your product or service. Here's how to build an onboarding program that sets clients up for success.

What is a support ticket?

Support tickets offer a wealth of data about your customers that can benefit your entire organization — but what do support tickets actually look like?

Sales promotion: Definition, examples, ideas, and types

Sales promotions allow companies short-term revenue boosts through a wide variety of customer benefits.

14 min read

7 cold email templates that skyrocket response rates

Getting a prospect to respond to a cold email isn’t always easy. Our template playbook can help with that.