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

AI vs. human touch: finding the right balance in customer experience
In a world where AI can answer questions, process requests, and predict your next move, do we still need humans in customer support? Absolutely. And here’s why.
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Effective Sales Presentation Q&A Tips
Question-and-answer portions of a sales presentation are like panel interview sessions. You’ve got people firing their queries one at a time and you give a reply. However, the roles of authority are reversed: the expert is the one interrogated and the questioners are curious minds with their interests piqued.

Customer Service

Customer Service
Customer Success – Discovering the Missing Piece
We all know that customer service is challenging to get right. From the customer side of things, we’ve all experienced customer service fails – but what is causing those failures?
Customer Service

Customer Service
How to Get the Fastest ROI From Your Customer Service Technology Investment
Today’s consumers expect businesses to be customer-centric and provide a stellar customer experience across all channels. With that in mind, organizations are increasingly investing in new technology to improve the customer lifecycle.

How to Make Visual Engagement More Effective for Sales Teams
In a sales call, the sales rep’s goal is to communicate the belief that the prospect’s challenge can be overcome, problem solved, and business goal met. Experienced sales teams know how difficult it can be to describe a concept as opposed to showing prospects what they will gain. That’s why visual engagement solutions are crucial in creating a tangible belief in the benefits being offered.
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Customer Service

Customer Service
Key Customer Support Metrics That Drive Growth
Customer support metrics are completely useless if you don’t know how to interpret them, or why you have them. Yet in customer service, seconds can mean the difference between crippling churn and high lifetime value.
SaaS

SaaS
Visual Engagement Builds Sales for SaaS Organizations
A sales team depends on demos in order to transform prospects into customers. However, not every demo can be done in person, in particular when you’re talking about sales for SaaS companies. That’s where visual engagement solutions come in handy.
Cobrowse

Cobrowse
Customer Service
8 New Cobrowse Features You Won’t Want to Miss
Visual engagement uses technologies such as cobrowse features, one-way agent video, and screen share to take the next step in online customer interactions. Adding visual tools to your voice or chat conversation brings personalization and understanding to the conversation.