Skip to main content

Tools and templates

Free tools and templates for CX professionals.


Latest stories

Article
29 min read

How to deal with angry customers: 17 tips, templates, and examples

Knowing what to say to angry customers can turn a tense situation into an opportunity. Learn how to deal with irate customers and use our free templates.

Article
15 min read

7 cold email templates that skyrocket response rates

Getting a prospect to respond to a cold email isn’t always easy. Our template playbook can help with that.

Article
9 min read

How to start a virtual call center that provides excellent customer service

Learn the best way to set up and manage a remote customer service team.

Article
8 min read

5 key benefits of contact center as a service (CCaaS) software

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.

Article
7 min read

What is an enterprise help desk, and how does it benefit your team?

Here are the tools you need to meet your customers’ expectations, at scale.

Article
11 min read

30 customer success interview questions for manager candidates

Want to build the team of your dreams? Here are the customer success manager interview questions you've got to ask.

Article
9 min read

What is a help desk? Definition, benefits, and functions

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

Article
12 min read

How to start a call center (without breaking the bank)

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.

Article
8 min read

11 help desk best practices for better internal support

These internal help desk management tips can help set up harmonious employee and user expectations around help desk response times.

Article
13 min read

A guide to customer satisfaction surveys: Top questions, examples, and templates

Asking the right customer satisfaction survey questions will provide key insights into what's working and what isn't so you can enhance the customer experience and increase retention.

Article
24 min read

Customer service training: The complete guide

Prepare your team to deliver great customer experiences with this customer service training guide—and download our template.

Article
17 min read

30 customer service email templates and best practices for contacting customers

Use these customer service email templates along with customer support software to speed up your email workflows, save time, and increase efficiency at scale.

Article
21 min read

10 effective sales pitch presentation examples, templates, and tips

With these helpful examples, you can craft an engaging sales pitch to pack your pipeline with high-quality leads.

Article
42 min read

65 common sales interview questions and answers for sales reps

Finding the perfect fit is all about asking the right sales interview questions and knowing what to look for in the answers.

Article
16 min read

How to write a sales email: 6 sales email examples that work

Write, send, and refine the perfect sales email.

Article
17 min read

10 sales follow-up email templates to boost conversions

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.

Subscribe to the blog

The best source of information for customer service, sales tips, guides, and industry best practices. Join us.