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Viewpoints

4 Early Warning Signs You May Lose a Customer

Customer retention performance is a critical metric in most board rooms. Keying in on certain data points across the customer life cycle will give you some advance notice that an account could be at risk.

4 Steps to Secure Your CRM or Customer Experience Platforms

CRM platforms are incredibly powerful tools for growth, but they can also create vulnerabilities, as they may expose your most sensitive customer and internal data. Here are four steps to help you get started securing your platform.

To Get Maximum Benefit From Your CRM, Don’t Overlook These Capabilities

Like anything else, CRM solutions are only as effective as the way you use them, and not all sales teams are fully exploiting the technology's features.

How Emojis, GIFs, and Other Visuals Can Boost the Customer Experience

Customer emotions can be hard to gauge in your CX efforts, but visuals such as emojis and GIFs can help companies crack the code on customer feedback.

How Are CRM and $100 Trillion in Economic Value Connected?

Digital transformation is expected to create enormous value in the coming years, so now's the time to shift to digitizing processes and operations and help your organization support rapid change and innovation.

The Top 4 Fears Salespeople Face—and How to Overcome Them

Salespeople are often their own worst enemy, building up fears of obstacles that don't really exist. But if they face their fears, they can overcome them and be the stronger for it.

Get Over Your Cloud Security Concerns

If you haven't moved key operational functions like managing customer communications to the cloud due to data security concerns, get over it; much of your customer data is already there.

CPQ: Bridging the Divide Between Sales and ERP

If ERP systems and sales processes like lead and pipeline management can't link up properly, sales reps will be the ones left hanging.

Redefining SEO in the Age of Digital Transformation

To give today's customers what they truly desire, it's imperative to look at SEO in a whole different way. Here's how to redefine your SEO best practices to further boost search engine results

Drive Customer Engagement Results With Customized, Flexible Communications

Today's business communications must be able to infuse the customer experience with the perfect blend of technology-driven intelligent interactions and personalized service.

An Introduction to Sentiment Analysis, the Next Great Customer Experience Tool

This technology can help classify customers' moods based on their reaction, reviews, or other input, enabling you to make the adjustments that will keep your customers happy and coming back.

Humans, Not Bots, Will Convert Browsers Into Buyers

If you want to effectively engage with browsers and convert them into customers, you need to connect them with the right people—people who already appreciate and love your brand and use your products every day.

How AI Helps Small Businesses Edge Out Larger Competitors

AI lets you personalize services, devote the necessary attention to qualified leads, and plan your marketing efforts to speak to people on a deeper level.

4 Ways Mobile Technology Is Enhancing the Travel Experience

The desire for friction-free travel experiences are leading to innovative options for flyers, allowing them to manage their experiences almost entirely from their mobile devices.

These 2 Factors Are Preventing Your Sales Team from Selling More

Closing a deal is any seller's primary goal, but not being able to prioritize the time and effort they spend in the field is stopping sales reps from winning, and without the right tools, Big Data can overwhelm rather than empower.

Back to Monolithic Applications in BI and Data Analytics? Top 3 Ways That Marketers Could Be Affected

What Salesforce's blockbuster Tableau acquisition and other consolidation moves in the industry mean for marketers and their CRM efforts, both the good and the possibly bad.

5 Steps to Creating the Perfect Mobile Checkout

Unwieldy mobile checkouts can drive away online shoppers in droves. Fortunately, even minor user interface tweaks can produce considerable results.

3 Ways in Which AI is Relevant for SMBs

AI technology may seem inconsequential or out of reach, but today's plethora of connected data means that SMBs can profitably use artificial intelligence with their CRM systems.

Why B2B2C Companies Need Website Localization

As B2B companies generate new revenue using B2C tactics, they're looking to the next frontier: global markets. That means localizing their digital experiences.

Introducing Digital 'Advisory Services': A New Way to Use Visual Engagement to Drive Revenue

Longtime staples of the contact center, visual engagement tools like screen sharing represent a new digital channel for efficiently selling products and services, deepening customer relationships, and growing revenue.