Guided CX Insights

Screen sharing has become an essential tool for enhancing customer experiences. Whether you're troubleshooting a problem, giving a demo, or collaborating on a project, screen sharing allows you to connect with customers in a more interactive and efficient way. However, like any tool, using it effectively requires some know-how. Here are some dos and don'ts to ensure your screen-sharing sessions are smooth, productive, and leave your customers feeling valued. Don’t forget to use this helpful chart to keep these best practices top-of-mind.

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. To create a customer journey, you need to map out customer touchpoints and understand the entire customer lifecycle. 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.

The buzzword on everyone's lips is AI. It's no longer just a hot topic; it's an adopted technology making waves in the industry. Two-thirds of insurance companies plan to invest $10 million or more in AI and automation technologies over the next three years. From streamlining back-end processes to enhancing customer interactions, AI is reshaping the insurance customer experience (CX). But how can you make sure your organization stands out in this AI-driven world? Let's dive in!

Customer expectations are higher than ever. People want quick, efficient, and personalized support, regardless of whether they're interacting with a digital platform or calling a traditional contact center. Unfortunately, many contact centers still face significant challenges that hinder their ability to meet these demands. The stakes are high and the competition is fierce: two-thirds of companies are now competing on customer experience. The combination of digital tools and a strong human connection can set a company apart. Let's explore the current state of contact centers, the potential of digital customer experience (CX) solutions, and how human connection remains the vital link between the two.

Insurance leaders face the challenge of not only attracting but also retaining customers. With the ease of switching providers thanks to digital onboarding and online rate comparisons, customer experience (CX) becomes a pivotal factor in ensuring customer loyalty and driving business growth. Here’s how insurance companies can enhance their CX strategies to align with and adapt to their customers' evolving needs.