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Guided CX Insights

Track trends, get tips, and explore new ideas in Guided CX.

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Guided CX Customer Service

The role of Guided CX in financial services: reducing friction in customer journeys

Customers expect fast, easy, and personalized service — especially when it comes to their finances. Yet for many banks, insurance companies, and financial institutions, delivering that experience isn’t always simple. Complex products, confusing online processes, and high-stakes transactions can create friction that frustrates customers and drives them away. That’s where Guided Customer Experience (Guided CX) comes in.
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3 Reasons Visual Marketing Builds Strong Customer Relationships

When you drive your sales and marketing efforts through visual means, you will strengthen customer relationships, both old and new.

Customer Service

Customer Service

35 Inspiring Quotes from Dreamforce 2015

There were many themes that came up multiple times during Dreamforce 2015. Three that I found particularly prevalent and relevant to a broad audience were the critical importance of customer service in the digital world; the challenges and responsibility of being a mindful leader; and the future of technology as we dance into the connected world.

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30 Gripping Facts Uncovered at Dreamforce 2015

Salesforce’s Dreamforce 2015 was a mind-blowing event. From the high quality speakers to the spectacular performers to the new product revelations and beyond, it was amazing.

Insurance

Insurance Customer Service

Using Customer Experience to Make Online Insurance a Breeze

Here’s the introduction to Berkshire Hathaway Travel Protection’s LinkedIn profile, and it’s the truth:

Customer Loyalty

Customer Loyalty

Tailoring Sales Presentations Across Generations: X, Y, Z

Building rapport with customers brings any business ahead of the competition.

Women in Technology: Leadership at Dreamforce

There are many reasons to get pumped about attending Dreamforce. Who can resist the chance to learn so much, the amazing speakers, the networking opportunities, women in tech, and the bands and parties? And that’s just the tip of the iceberg!

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Cobrowse Customer Service

Visual Customer Service Sets You Apart From the Competition

Visual customer service. If you haven’t considered, maybe it’s time you changed that.

Top 5 Essentials for Preparing for Dreamforce

Dreamforce will soon be upon us. The event is a fantastic combination of Disney-like moments of wonder, university-like education, and parties like you’ve never seen.

Customer Service

Customer Service

Customer Service: Pretty Please Get it Right the First Time

This guest post is written by Jeremy Watkin, Head of Quality at GoFCR.com and co-founder of CommunicateBetterBlog.com.