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

Choosing the right digital CX tools for every moment
Helping customers should feel easy for them and for you. When customers reach out for help, they want fast solutions. But with so many digital tools available, it can be hard to know what to use, and when. Let’s break it down. Here's a quick guide to today’s most common digital support tools and how to choose the right ones - at the right moments - for your team and your customers.
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5 Tips for Delivering Effective Screen Sharing Sales Demos
As the clock counts to the hour of your sales demo, you’re going to have a lot on your mind. You’ll probably be mulling over everybody’s names, their roles, what things you’re going to focus on, what you’re going to say, how you’re going to lead in, what jokes are appropriate, things to avoid…
Cobrowse

Cobrowse
Customer Service: Give Thanks to Your Customers
Customers. Without them your business (and mine) would have nothing. We can give them discounts on Black Friday or send a card around the holidays. But while that’s a nice way to say “thank you,” it also has short-term impact. Better to show you’re grateful by improving customer service.
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Customer Service
Conquering Fear: Using Cobrowsing and More for Customer Retention
Fear is an incredible motivator. When I was little, I used to go fishing with my grandfather on Lake Ontario. He taught me the old cliché that to catch a fish, you have to think like one.

Women in Technology: Promoting Equality in the Workplace
You would think that by now men and women would be treated with equality in the workplace. But it’s clear that’s not the case. Just compare the number of men vs women in technology companies, the number of male CEOs vs female CEOs, the salaries of men vs women in equal positions – and that’s just a few examples of workplace inequality.
Customer Service

Customer Service
What is the #1 Way for Any Company to Improve Customer Service?
What’s one of the top ways to stand out from your competitors? A better product? Smarter employees? More money to spend?
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Cobrowse
Customer Service
Cobrowsing: Do You See What I See?
To many of us, the online world can seem overwhelming and—at times—relentless. No question, the surge of online business interactions will endure and current research backs this trend. According to Forrester research, e-retail spending will increase by 62% by 2016.
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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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Customer Service
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.