Best practices
Strategies, how-tos, and ideas to inspire you.
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Article
10 min read
How to choose a CRM system: A step-by-step guide
A CRM can boost sales productivity and drive revenue—but only if you choose the right solution. Read our article to learn how.
4 types of CRM and how to choose the right one
There are four types of CRM systems—operational, analytical, collaborative, and strategic—designed to support sales teams that can drive better customer experiences.
Article
9 min read
What is a customer portal? A complete guide
A customer portal is a hub where customers can self-serve and manage their support requests. Discover how it benefits your customers and business.
Article
Customer retention: Metrics, strategies, and examples
Discover tried-and-true customer retention strategies to keep customers coming back.
Article
10 min read
Ultimate guide to customer focus in 2025
Improving your customer focus starts by deepening your understanding of what customer focus means and building an effective customer focus strategy.
Article
15 min read
Customer complaints: Definition, examples, and resolution tips
Customer complaints aren’t ideal, but they can help improve your business. Here’s how to handle them in an impactful way.
Article
11 min read
Deep learning vs. machine learning: A complete guide
Uncover the difference between machine learning and deep learning to understand how they impact human-like AI.
Article
19 min read
11 ways to deliver good customer service
Good customer service is critical for retaining and acquiring customers. Learn how to meet and exceed customer expectations in our guide.
11 min read
9 tips for providing great social media customer service
Today’s customers expect excellent social media customer service from leading brands. Learn how to win buyers’ hearts on their favorite platforms.
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Article
6 min read
What is the difference between chat and messaging?
Chat and messaging are two popular methods to connect with your customers. Learn why different communication methods provide a better customer experience (CX).
Article
Customer data management: 8 best practices for CDM success
Customer data management is the practice of ethically collecting, securely storing, and seamlessly managing customer information. Read on for eight tips for CDM success.
15 min read
Inside sales vs. outside sales: What are the key differences?
Learn the differences between inside and outside sales—and the responsibilities, skill sets, and tools for each—so you can adopt the right sales model for your business.
Article
4 min read
11 tips to improve agent productivity and efficiency
Are you ready to take your customer support team to the next level? Follow these tips to boost agent productivity and efficiency.
Article
7 min read
12 types of customers + how to support them
Customer service isn’t one-size-fits-all. Understanding the different types of customers can help you optimize the customer experience and hit your business goals.
Article
5 min read
What is personalized customer service? + 10 ways to provide it
Personalization is essential to supporting top-tier CX. Uncover 10 ways to prioritize personalized customer service by leveraging customer data in our guide.
Article
25 min read
18 sales follow-up email templates that convert
The right sales follow-up email can be the difference between making a sale or not making one—we’ve got the templates to help you cross the finish line.
Article
13 min read
Call center management: Best practices and top KPIs to elevate operations
Effective call center management helps you keep customers and support agents happy. Here's how to do it right.
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