CX Software Guide for Overthinkers
$295.00
Description
This live session is intended for business owners, customer experience (CX) and operations management team members who are pondering the integration of a CX/CRM software into their operations software stack and are experiencing difficulty in determining a starting point or making a choice with the options available, leading to indecision.
This conversation will aid in outlining a systematic approach to help make an informed software selection, taking into consideration both the company's needs and the needs of the team that will be utilizing it.
Towards the end of the session, you will have a clearer understanding of the most critical features your software system should have, be equipped for software demonstrations, and have a clearer picture of which platform options may be a fit for your business.
What's included
- Transcript of session
- CX Software Assessment documents
- CX Software Checklist
Description
This live session is intended for business owners, customer experience (CX) and operations management team members who are pondering the integration of a CX/CRM software into their operations software stack and are experiencing difficulty in determining a starting point or making a choice with the options available, leading to indecision.
This conversation will aid in outlining a systematic approach to help make an informed software selection, taking into consideration both the company's needs and the needs of the team that will be utilizing it.
Towards the end of the session, you will have a clearer understanding of the most critical features your software system should have, be equipped for software demonstrations, and have a clearer picture of which platform options may be a fit for your business.
What's included
- Transcript of session
- CX Software Assessment documents
- CX Software Checklist
About the seller
Hello! I help businesses elevate their CX experience, operations & systems to serve their customers with ease.
I have extensive experience, over 20 years, in delivering outstanding customer service and designing customer service operations, plans, and workflows across a range of industries, including government organizations, startups, e-commerce businesses, and small to mid-size corporations.
With expertise in various e-commerce CRM platforms and a deep understanding of CX standard operating procedures, I have the skillset to evaluate customer system operations, recommend best practices and create streamlined workflows and implementation strategies. My clients have seen improved efficiency and better customer experiences as a result of these efforts, both for their internal teams and clients/customers.
FAQ
Please feel free to contact me via email or chat with any questions you may have on my services. I typically respond same day or next business day.
You will receive your transcript and documents post session via email.
I will allow a one time reschedule to the initial session date/time in advance only. I understand life happens and the need to be flexible.
If this should come up during our meeting I'm happy to offer additional resources needed or explore ways to collaborate and work together post session.
How it works
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