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Guided CX Insights

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

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Customer Service

A 5-step action plan to lift your customer satisfaction

“I can’t get no satisfaction:” these are words you’d like to hear at a Rolling Stones concert – but they’re pretty much the last thing you want to hear from a customer.

Insurance

Insurance companies need to digitally transform – and it’s about more than eliminating paperwork

It’s fair to say that insurance doesn’t have the most tech-forward reputation.

Customer Service

Cutting-edge tech can transform your customer satisfaction levels – for good and bad.

Determining why customer satisfaction matters isn’t exactly rocket science. Satisfied customers are more loyal, more likely to advocate for your brand and – as a result of this – have higher customer lifetime value. (We’ve covered some more of the subtle ways satisfying customers is good for business in our last blog.)

Insurance

The missing pillar of insurance CX (and why you can’t afford to ignore it)

Imagine, for a minute: something distressing has just happened to you. Your sun-soaked holiday has been canceled at the last minute. Or you’ve backed your car up into a streetlight. Or say it’s something much worse: you’ve been injured in an accident, you’ve had a health scare and need to fund an expensive medical procedure, or your loved one has just passed away. In the face of some of the most challenging situations life throws at us (whether merely aggravating or downright devastating), insurers are there to help financially cushion the blow.

Insurance

Defining the new insurance agent experience

Few industries are as old as insurance. Or as traditional. But a wave of pandemic-led innovations (and, consequently, customer expectations) has forced the industry to adapt. That puts insurance companies in a unique position.

Customer Service

Key traits of a great customer success manager

Businesses are increasingly focusing their efforts on customer success, knowing that doing so can improve the customer experience, lower churn rate, increase customer and employee loyalty, and boost revenue. Customer success managers are the key driving force behind those rewarding efforts, making it essential to hire the right people. Knowing the importance, you might ask: what makes a great customer success manager?

SaaS

Do SaaS companies still need customer success?

You have a stellar SaaS product. It’s easy to use, your self-service is impressively in-depth, plus your baked-in onboarding is first-rate. This well-oiled machine can practically run on its own, which may make you wonder … do you really need a SaaS customer success team?

Five things your digital customer service might be missing

There’s much more to digital customer service than average response time. But sometimes when we’re in the weeds of operating a business, we lose sight of the big picture. We get stuck in the details and settle for “good enough.”

Crafting a positive customer service agent experience

A vital and often overlooked part of good CX is your agent’s experience (AX). If agents aren’t empowered, or worse, they’re micromanaged, it can result in a negative customer experience. While metrics are important, making sure your agents can act human is vital.