Teams | Collaboration | Customer Service | Project Management

July 2022

Creating Wildly Successful Customers: A Q&A with Rupal Nishar, Netomi's VP of Customer Success

To help you, our readers, get to know the humans behind Netomi, we chatted with Rupal Nishar, our VP of Customer Success, about the company’s customer-first approach, and trends in the world of CX/CS today. Here’s what we uncovered in our Q&A with Rupal Nishar.

The Customer Service Management Process: Quality and Consistency

The customer service management process is a crucial part of maintaining customer relationships. It helps businesses keep track of customer interactions, identify and resolve customer issues, and ensure quality and consistency in the customer experience. By understanding the key points of contact in the customer service management process, businesses can ensure they are providing the best possible service to their customers while also improving their bottom line.

What is Customer Success, and What Is It Not?

Some words are used so often that their meaning is blunted or outright transformed. One of these such words is “success,” and depending on the reader, can mean anything from “victory” to The Weather Girls’ album. As far as Customer Success teams are concerned, it leans towards the former (sorry fans of 1980s post-disco, your day will come).

Why Customer Service Automation is Essential for Businesses Today

It’s no secret that people expect great customer service wherever they go. A survey found that 95% of customers say that customer service is key for brand loyalty. More than 60% of those same customers say that they have deserted a brand and switched over to a rival company because of poor customer service. However, any growing business is bound to face the difficulties of scaling their customer service operations, especially if they’re old-fashioned.

How Does Investing In AI Pay Off In Your Financial Services CX?

Today, nearly 9 in 10 Americans use digital apps and services to manage their finances – a 52% growth rate from 2020. Along with this digitalization of financial services, the unbundling of services and a shift from working with one bank to using various apps and services for different financial needs is on the rise.

What is employee experience? Guide for the future of work

One thing about employee experience is very clear: Workers don’t want to go back to the days of long commutes and uncomfortable pants. Collectively, workers are calling BS on “the way it’s always been done” in favour of flexible work and healthier work-life boundaries. Instead of drawing a line in the sand, now is the time to bring your employees to the collaboration table and start problem-solving. In the future of work, employees are your most important stakeholders.

What We Learned at CXFS 2022: Netomi's Top 5 Takeaways and Insights

Last week, customer experience (CX) executives from around the world gathered in Boston for CXFS: Customer Experience for Financial Services to discuss the latest in CX design, innovation, culture and strategy in financial services. Several of us from Netomi attended these two days of thought-provoking sessions about digital transformation in the financial services world, and, like sponges, absorbed the content, nodding our heads along the way.

How Does Investing In AI Pay Off In Your Financial Services CX?

Today, nearly 9 in 10 Americans use digital apps and services to manage their finances – a 52% growth rate from 2020. Along with this digitalization of financial services, the unbundling of services and a shift from working with one bank to using various apps and services for different financial needs is on the rise.

Things Holding You Back From Switching Service Desks (And Why They're Wrong)

For IT leaders, it is easy to feel *stuck* with a service desk provider that isn't really working out. But switching to a new service desk tool is a lot easier than you think! This is our list of things IT leaders think are holding them back from making the change... but actually aren't!

How to Create the Ideal Shift Schedule (Free Template Included)

A well-thought-out shift schedule can be your competitive advantage, especially in industries that need to operate 24/7, like healthcare and law enforcement, and in companies that need to offer round-the-clock support. Not only will a customer service representative’s shift schedule impact their overall mental and physical health, they also disrupt sleeping patterns – which can affect an employee’s energy and durability.

Customer Service Management and Measurement: Observing and Measuring Customers in New Ways

There’s no question that customer service is important for any business. Happy customers are more likely to return and recommend your company to others, while unhappy customers can damage your reputation and even lead to lost revenue. In fact, customers who rate a company’s customer service as “good” are more likely to refer them to a colleague.

Creating a Customer Service Management Plan

Optimizing your company’s customer service model is not something you should delay or compromise. Customer satisfaction and retention rates are far too crucial for your bottom line. It’s a proven fact that 60% of customer-centric companies are more profitable than companies that don’t prioritize the happiness of their customers.

Best practices on maintaining your agent workforce

Recently the Zendesk Community showcased our best practices on how to manage & maintain your agent workforce. This is part two in our series, hosted by Cat Hurley, Director of Customer Advocacy, where she covered how to empower your team to thrive, work through growing pains as they arise, and plan ahead to handle changes in a looming turbulent marketplace. We were also joined by Jared Loman from Kajabi, who shared his expertise & experiences on our focus topic!

How Chatbots Have Improved and Elevated The Human Experience

Ever wish a robot could cook or clean for you? We might not be on Jetsons-level technology, but for customer service and sales professionals, the robot assistants are already here. When you hear “chatbots” what do you think of? Helpful robots, conversational cannon fodder, or malevolent machines bent on siphoning off human employment? Well for one, chatbots aren’t coming for Customer Support jobs. Secondly, the others are both correct, but only to an extent.

AI for CX 101: Deploy an AI Solution with Confidence

As part of our new ‘AI for CX 101’ series, we will cover what to expect when you deploy an AI solution, including how to get started on your AI digital transformation journey. Whether you’re early on in the consideration phase or deep into the process, we’re here to provide you with insights and best practices to ensure you are well-equipped to proceed with confidence.

How to Win Back Frustrated and Unhappy Customers

No matter how great your products or services are, some customers are bound to run into problems. That’s an unavoidable truth of business — but you can still avoid losing unhappy customers by dealing with them in the right way. Interactions with your support team can make all the difference in how your unhappy customers behave. A negative interaction could lead them to write off your company forever, while a positive one could convert them into a loyal customer for life.

Startup growth-hacking strategies are not one-size-fits-all

There’s no such thing as a foolproof startup growth hack. There’s lots of talk about some of the most famous growth hacks, but they’re usually not repeatable because everyone needs to find their own magic formula: a combination of foundation-building, customer focus, timing, and luck.

Designing the Ideal Customer Journey in CX | Ft. Nick Mehta, Gainsight

There are a lot of ways to deliver an excellent customer experience - one of those ways is by designing the ideal customer journey! Hear from Nick Mehta, CEO at Gainsight, as he talks to Puneet Mehta (CEO of Netomi) about the importance of creating a customer journey that works for every customer.

The Best Customer Service Management Software Improves Customer Experience

Customer service management (CSM) software can provide an exceptional customer experience, eliminate manual processes, give you a competitive edge, and increase growth through renewals and retention But choosing the right solution for your business can be challenging as most providers offer very similar features. Below, we explore the benefits of Customer Service Management software to help you choose the best CSM solution that fits your business needs.

7 Customer Journey Map Examples Across Industries

If you’re an avid Agatha Christie fan, you’ll notice the rough sketches and maps that the author adds to recreate the murder scenes. The courtyard, bedrooms, and living room are all mapped to help the reader visually reconstruct the happenings of the ominous day. The author is also content, knowing that the readers are in step with her as she takes them along the journey to solve the mystery.

InvGate Service Desk: 5-minutes demo

Get a fit-for-purpose support solution implemented in record time with low-code customizations and ITSM best-practice capabilities. InvGate Service Desk provides unmatched collaboration between users, powerful automations & smart ticket management tools. Some star features include drag-and-drop visual workflow builder, business analytics reporting, custom dashboards, SLAs, email ticketing, and Gamification.

Get To Know InvGate Service Desk

Get a fit-for-purpose support solution implemented in record time with low-code customizations and ITSM best-practice capabilities. InvGate Service Desk provides unmatched collaboration between users, powerful automations & smart ticket management tools. Some star features include drag-and-drop visual workflow builder, business analytics reporting, custom dashboards, SLAs, email ticketing, and Gamification.

10 Best Customer Onboarding Strategies for SaaS Businesses

It shouldn’t come as a big surprise that a positive customer onboarding experience ensures that your customers feel like they made the right choice by picking your product or service from the first moment they start using it. It also, eventually, helps you retain them. But what does customer onboarding mean, and what are the must-have strategies to make the process hassle-free for your prospects and customers? Read on.

Will Customer Service be Replaced by Robots?

What colors our imaginations? When it comes to our concepts of artificial intelligence and robots, how much of it is affected by what we’ve seen on TV and in the movies, from The Matrix to Blade Runner? Beyond that, how prominent is the fear of automation taking jobs from humans? Evidently, it has been a very real thing, ever since the Luddites first destroyed textile mills in early 19th century England.

The new face of user groups - and 3 reasons to consider joining

The need to embrace a digital-first approach to business over the past two years has brought about new opportunities to connect with one another — from our colleagues to our customers and even their customers. With distances shortened by a screen, customer communication no longer remains a regional affair or something that requires travel.

What Is Customer Service Management and Why Your Business Needs It

In a world where customer service has become increasingly important. It's more vital than ever to have a customer service management strategy in place. Because of the weight customer service holds for your company, it’s vital that you have the right tools for the job.