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Best practices

Strategies, how-tos, and ideas to inspire you.


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4 min read

Using AI to turn your service team into inside sales reps

Customer interactions are revenue-generating opportunities when CX agents have the right tools to boost conversion rates and increase average order values.

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4 min read

Drive revenue during an economic downturn

Big box platforms are limited in their ability to fuel growth. Turn ordinary interactions into personal and extraordinary revenue-generating opportunities.

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4 min read

Stay agile and innovative—and rein in expenses

Facing a possible recession, business leaders are making tough choices. But it’s possible to slow spending and hiring, without sacrificing quality or scale.

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4 min read

Driving cost savings through operational improvement

Any team viewed as a cost center can face significant challenges when financial times are tough, so it’s imperative that customer service orgs prioritize spending where it counts.

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4 min read

The impact of AI within customer service during an economic downturn

Preparing for change is an always-on job. Focus on where you can see the highest return on your service investments and enable tools and features that result in both cost and time savings.

Article
9 min read

100+ catchy sales slogans and taglines that customers will love

Memorable sales slogans and taglines are the earworms of marketing. Learn what makes a great one and how to harness its power to accelerate sales.

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13 min read

How to write a killer sales proposal (examples and best practices)

A successful sales proposal can make the difference between winning or losing a sale. Learn best practices for writing a proposal that helps you close more deals.

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9 min read

Employee satisfaction: What it means and how to improve it

Customer satisfaction is downstream from employee satisfaction. Learn how prioritizing employee well-being can lead to greater engagement and performance.

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12 min read

What is employee experience? Guide for the future of work

Build a stronger organization with a bottom-up approach. Listen to your employees and apply their feedback to company goals and decisions to boost employee retention.

Article
18 min read

What is omnichannel? A CX guide for 2024

Omnichannel is an approach that makes it easier to communicate with customers across different channels. Learn how you can meet customers where they are and provide smooth, consistent experiences.

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9 min read

Customer communication: 8 tips to build an effective strategy

A strong customer communication strategy helps your team deliver consistent brand messaging and build meaningful connections with buyers.

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9 min read

Value chain: Definition, examples, and guide

The value chain gives you the tools to maximize your company’s value and profit margin by evaluating all business activities.

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10 min read

What is the buyer’s journey? Definition, stages, and examples

Mapping the buyer’s journey allows you to gain a deeper understanding of your customer’s path to purchase so you can improve your sales, support, and marketing efforts.

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5 min read

What is a knowledge base? A comprehensive guide

Help customers find answers on their own by offering a knowledge base—a virtual library of information about your product or service.

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12 min read

Sales and operations planning (S&OP): Definition, process, and best practices

See how sales and operations planning uses data to zero in on supply and demand issues so you can balance your business processes and set your teams up for success.

Article
6 min read

What is a ticketing system? (+3 ways companies use them)

Want to avoid getting overwhelmed by support tickets? Use ticketing systems to manage the influx and provide your customers with timely responses.

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