Guided CX Essentials

Building long-term customer relationships is like growing a beautiful garden. It takes time, effort, and the right approach. Engaging with your customer waters your garden and keeps them rooted to your brand. Let's explore how we can make our customers feel valued and keep them coming back.

Have you ever been on a call with a salesperson and wished you could see exactly what they were talking about? Screen sharing is a powerful tool that helps salespeople show their products, services, and presentations in real-time. It makes the conversation more engaging and easier to understand. Here’s how screen sharing and customer engagement work together to improve sales processes.

In customer service, staying ahead means not just meeting but exceeding customer expectations. One powerful way to achieve this is by integrating advanced contact center solutions — technology and software designed to manage and improve customer interactions. These solutions aim to enhance the efficiency and effectiveness of customer service operations within a contact center, ensuring a seamless and satisfying experience for both customers and agents. Here’s how you can integrate these solutions to improve customer engagement.

Designing a customer journey map provides businesses with a visual representation of the customer's interactions, emotions, and touchpoints throughout their entire experience with a product or service. A customer journey map should show all the touchpoints the customer can (and is likely to) encounter on their journey when trying to achieve a certain objective. Why is this important? Customer experience mapping allows you to adopt your customers' perspective and identify potential obstacles along their journey. It also prompts you to consider various customer types, defined as personas, who engage with your business, and strategize on how best to meet their diverse needs. Creating an effective customer journey map requires more than just plotting points on a graph—it demands a deep understanding of customer behavior, meticulous research, and strategic thinking. Let's delve into some best practices to craft meaningful and impactful customer journey maps.

Ever feel like you’re juggling the expectations of your product, marketing, sales, and customer success teams while trying to keep your customers happy? It might seem like a daunting task, but Guided CX makes it possible. Let’s explore how you can satisfy all your stakeholders and exceed customer expectations with this approach.

We know your time is precious, so let’s make it easy. Check out this on-demand demo and see how Glance Guided CX works with Salesforce.

We know your time is precious, so let’s make it easy. Check out this on-demand demo and see how Glance Guided CX works with Genesys Cloud.

Companies across all industries are seeking to gain a strategic advantage with differentiated customer experiences. But understanding how to measure the business impact of CX improvements is crucial – both to produce quantifiable results and to ensure the investment is sound.

About this talk Live chat is fast, convenient, and the leading digital contact method for today’s consumers. It’s usually effective and efficient for both participants…until it isn’t. Live chat still relies on the ability to clearly communicate in a written medium, which is perfect for fast, simple, unmemorable interactions.

About this talk When it comes time to seek help in your website or app, customers love chat. And they love it even more when it’s quick, convenient, and personalized.

How Constant Contact uses Glance Constant Contact, a SaaS-based email marketing solution company, has always placed a high value on customer care. They recognize that happy and successful customers are loyal customers, and that each touch point provides an opportunity to deepen the customer relationship. Constant Contact has used Glance since 2005. Customer support agents can launch a sharing session with one click, view the customer’s screen, instantly understand the problem, and guide them to a speedy solution. Glance sessions are proven to drive measurably higher First Call Resolution (FCR) and higher Customer Satisfaction (CSAT) scores. In 2016, Constant Contact began an initiative to take advantage of these high CSAT moments. They realized that customer support calls with a positive outcome — and the resultant spike in CSAT — represented a perfect opportunity to cross-sell and up-sell related products and services to happy customers. Agent KPIs now include recommending up-sell options, acceptance rate, and revenue contribution. A multi-pronged approach To breathe life into this initiative, Constant Contact embarked on a comprehensive strategy that incorporated in-depth training combined with innovative technology. The company’s service agents were taught to identify which customer interactions were, indeed, sales opportunities and, of those, which were appropriate for up-selling products and consulting services. Along with its focus on training and data analytics, Constant Contact understood it needed to implement robust technology that would enable its agents to elevate the level of personal service they could deliver. Delivering exceptional service leads to the “high-CSAT moments” to which Kenny refers. These are perfect moments for up-selling. The company consulted its long-time partner and industry leader in visual engagement solutions, Massachusetts-based Glance Networks. The idea was to understand how Glance can help Constant Contact leverage its co-browse and screen share capabilities — which have demonstrably increased its CSAT scores — to convert customer touch points into revenue opportunities.

How Axos Bank uses Glance With Glance, Axos bankers can see exactly what an account holder sees on their screen as they navigate the online banking app. Agents can guide customers through a number of transactions, including bill payments, fund transfers, and the completion of applications for bank products like mortgages and personal loans. Glance collaboration sessions can be launched easily by the banker, and Glance requires no download from the customer. It is a frictionless experience for the banker and the customer that works with any computer or mobile web browser the customer might be using. Glance is engineered to comply with the strictest security and privacy standards of financial services companies. Sensitive personal information in the customer’s online banking account can be masked from the view of the banker. Glance encrypts all transmitted data and employs enterprise-class SSO. How did we do it? “Human interaction, especially when it’s related to finance, is an inherently emotional and sensitive topic,” said Jonathan Crane, senior vice president of Axos’ Centers of Excellence. “Our goal is to meet our clients in the way they best prefer to interact. Sometimes they do need that higher touch connection.” The technology, provided by Glance, is a Javascript tag that’s coded into the online banking portal that lets customer service agents see exactly what an account holder sees on their screen as they peruse the bank’s website. Its bankers can “co-browse” with customers and guide them through a number of transactions. Once screen sharing is enabled, the banker can use their cursor to direct customers where they need to click in their account to initiate a transaction, find information, or enter sensitive information. On their end, the banker never sees any sensitive financial details that a customer enters into a specified field. Before a connection is made, the lender will alert the customer about exactly what the banker has access to and can view in the account. For further assurance, the banker can initiate a one-way video feed that shows the customer they’re being attended to in real time. Unlike IT remote access, however, Axos’ representatives do not have the ability to initiate or complete any transactions on behalf of the customer.

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Anyone who has ever filed a tax return on their own can sympathize with being stuck and confused. But taxpayers who use TurboTax® from Intuit experience a level of hands-on collaboration that can change everything. The tax preparation software market is crowded with low-cost and free competitors. Intuit is determined to win and keep customers based on premium service and customer confidence that Intuit is helping them to receive the maximum allowable tax refund.