Best practices

Strategies, how-tos, and ideas to inspire you.


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Article
13 min read

How to write a killer sales proposal (examples and best practices)

A successful sales proposal can make the difference between winning or losing a sale. Learn best practices for writing a proposal that helps you close more deals.

Article
9 min read

Employee satisfaction: What it means and how to improve it

Customer satisfaction is downstream from employee satisfaction. Learn how prioritizing employee well-being can lead to greater engagement and performance.

Article
12 min read

What is employee experience? Guide for the future of work

Build a stronger organization with a bottom-up approach. Listen to your employees and apply their feedback to company goals and decisions to boost employee retention.

Article
18 min read

What is omnichannel? A CX guide for 2024

Omnichannel is an approach that makes it easier to communicate with customers across different channels. Learn how you can meet customers where they are and provide smooth, consistent experiences.

Article
9 min read

Customer communication: 8 tips to build an effective strategy

A strong customer communication strategy helps your team deliver consistent brand messaging and build meaningful connections with buyers.

Article
9 min read

Value chain: Definition, examples, and guide

The value chain gives you the tools to maximize your company’s value and profit margin by evaluating all business activities.

Article
10 min read

What is the buyer’s journey? Definition, stages, and examples

Mapping the buyer’s journey allows you to gain a deeper understanding of your customer’s path to purchase so you can improve your sales, support, and marketing efforts.

Article
5 min read

What is a knowledge base? A comprehensive guide

Help customers find answers on their own by offering a knowledge base—a virtual library of information about your product or service.

Article
12 min read

Sales and operations planning (S&OP): Definition, process, and best practices

See how sales and operations planning uses data to zero in on supply and demand issues so you can balance your business processes and set your teams up for success.

Article
6 min read

What is a ticketing system? (+3 ways companies use them)

Want to avoid getting overwhelmed by support tickets? Use ticketing systems to manage the influx and provide your customers with timely responses.

Article
10 min read

How to build a sales playbook framework (+ a free template)

Creating a sales playbook will streamline your sales process and solidify your branding in each customer interaction.

Article
13 min read

51 customer service statistics you need to know

Here are the trends, insights, and customer service statistics to know to exceed your customers’ expectations in 2023 and beyond.

Article
7 min read

What customer first really means (+ 9 strategic steps)

Putting your customers at the center of your organizational decision-making process can directly translate to long-term relationships and business success.

Article
6 min read

Customer dissatisfaction: A guide to handling unhappy customers

Dissatisfied customers can affect your company’s reputation. Learn how to identify the various types of unhappy customers and adopt methods for saving the relationship.

Article
11 min read

What is B2B sales? Business-to-business sales meaning, strategies, and tips

Business-to-business (B2B) sales is the process of selling products and services to other businesses.

Article
6 min read

What is customer intelligence (CI)? Benefits, types, + examples

Customer intelligence (CI) is the process of collecting consumer data to better understand customers and deliver personalized experiences.

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