Tools and templates
Free tools and templates for CX professionals.
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Creating a sales playbook will streamline your sales process and solidify your branding in each customer interaction.
Establish credibility and confidence with a clear 30-60-90 day sales plan.
A sell sheet can pitch your product to hundreds of prospects at the touch of a button—if it’s designed well. Here’s how to create one that gets results.
Customer acquisition cost is the amount of money a business spends to gain a new customer. Here’s how to calculate this key metric, plus three ways to improve it.
A sales plan helps you outline sales strategies and goals, identify resources, and set a budget so you can pack your pipeline with high-quality leads.
Cold calling scripts can help you get more leads and reach sales goals. Get tips on how to write effective scripts, and start crafting your own with our free templates that actually work.
Companies are gravitating towards conversational customer support for the same reasons customers are: it's fast, personal, convenient, and secure.
A sales funnel is critical for understanding the path to purchase. Learn how it works and how to build one so you can increase conversions.
Leverage data to build rich customer profiles so you can provide more relevant, personalized experiences.
A call center is a team of customer service specialists who field phone calls from customers. Learn more about what it takes to create a modern call center that provides superior experiences.
Not sure what to say to calm down an angry customer? Here’s how to handle an irritated customer and ease tension across channels.
Increase your chances of success with these sales email templates that cover every stage of the pipeline, from prospecting to closing.
Getting a prospect to respond to a cold email isn’t always easy. Our template playbook can help with that.
Establish a flexible, dynamic contact center to drive customer loyalty and improve agent efficiency.
Learn the best way to set up and manage a remote customer service team.
Adopt a CCaaS solution, and you’ll be set to connect with customers across all channels and leave your dated contact center technology in the dust.
Here are the tools you need to meet your customers’ expectations, at scale.
A help desk is an often-overlooked cornerstone of a great customer service experience, internal or external. Here's how it can benefit your business
What is a call center? Defined, it's a team of customer service agents that responds to incoming calls about customer issues. Here's how to start one.
These internal help desk management tips can help set up harmonious employee and user expectations around help desk response times.