Fri.Jun 23, 2023

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How to Make the Most of AI in Customer Support

Customer Think

The way businesses connect with customers is evolving, and artificial intelligence (AI) is leading the way. Servion Global Solutions predicts AI will power 95% of all customer interactions by 2025, including live telephone and online conversations.

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Workshop: Five Secrets for Creating and Deploying OKRs

OnStrategyHQ

Unlock #1: Objectives Need to Be Outcomes, Not Outputs How are You Going to Be Better Off? One of the most common pitfalls in using OKRs is creating objectives that are outputs instead of outcomes. And that starts with ensuring your objectives are broad and specific instead of task based. Larry and Erica deep-dive on this between 17:00-28:00 in the session.

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The European Cultural Differences in Customer Experience

Customer Think

CX maturity models in Europe vary from country to country. Some have barely started or are still in the early stages of development. Others are more advanced in adopting, implementing and optimising customer-centric strategies. The reasons why some countries are accelerating at a different pace are as rich and varied as the continent.

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Workshop: 5 Tips for Setting Up Review Cycles

OnStrategyHQ

You can check out the Zoom recording here and the PowerPoint deck here. 5 Tips on Running Your Quarterly Cycle Tip 1: Your plan needs to be complete(15:00-17:00) Establish your whats (Objectives) and hows (Key Results), so you are clear on your goals, accountability owners, and the outcomes you want to achieve. Tip 2: Choose a management method that works for you (17:05-18:15) Whether through a document, spreadsheets, or app, decide on a tool to document the process that works for your organizat

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2024, The Year of the Customer

2023's struggles fueled a shift: companies are ditching wasteful strategies in favor of data and AI-powered growth. Enter 2024, the year GTC takes center stage. Discover 5 ways a customer-centric approach unlocks new revenue and delivers lasting success.

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How to Use Artificial Intelligence to Ensure Better Security

Customer Think

The advancement in disruptive technologies has given rise to a plethora of opportunities for miscreants to fuel cyber sabotage and data integrity risk. The proliferation of cloud-based technologies has accelerated the process of data exchange and sharing – data is more easily accessible to users across business ecosystems.

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Workshop: 3 Exercises to Stop Group Think in its Tracks

OnStrategyHQ

3 Exercises for Making Decisions Driven by Consensus So what’s the deal? Why did we cover these three exercises? You want your team to make decisions they agree with. These three tools ensure that the loudest person in the room doesn’t dominate the conversation — or worse, encourage group-think decision-making. Don’t forget to download the deck from the session here!

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Master Class: Leading Executive Teams

OnStrategyHQ

Check out the PowerPoint presentation from the session and the recording of this discussion on Zoom. Here are our takeaways from the session! Tips for Creating Consensus Among Your Leadership Teams Tip 1: Create Space for Dialogue & Discussion (12:00-14:03) Studies show that executive teams make over 500 decisions every day — everything from mundane office decisions to decisions that impact the trajectory of your organization.

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The Shift Podcast on Digital Key Account Management: Tejas Arur, Business Communication & Customer Engagement Strategist at Axtria Inc

DemandFarm

Have you wondered how to engage specific high-value accounts effectively? In episode 10 of the Shift podcast, Dr. Karthik Nagendra, CMO at Demand Farm, interviews Tejas Arur, Business Communication & Customer Engagement Strategist at Axtria Inc., about the key principles and strategies behind account-based marketing in a digital age. They discuss the importance of personalized and targeted marketing strategies, the role of data analytics and AI in account-based marketing, and the need for sy

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Master Class: How to Create Meaningful KPIs, Metrics, and Measures

OnStrategyHQ

Check out the PowerPoint presentation from the session and the recording of this discussion on Zoom. Here are our takeaways from the session! Make Your Measures Meaningful (10:41- 26:09) and SLIDES 7-10 The basis of a great strategy is the ability to show progress. We must create momentum, proof of effectiveness, and movement toward our vision through measures.

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Retainer invoice vs. proforma invoice: Understand the difference

PandaDoc

Whether they’re a big company or a one-man band, every business wants timely payments. Without this, your finances are less predictable, and you can’t effectively plan for the future. However, avoiding these issues can be simple if you have a comprehensive invoicing system. As it turns out, different kinds of invoices and payment memos are more appropriate for different situations.

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How to Stay Competitive in the Evolving State of Martech

Marketing technology is essential for B2B marketers to stay competitive in a rapidly changing digital landscape — and with 53% of marketers experiencing legacy technology issues and limitations, they’re researching innovations to expand and refine their technology stacks. To help practitioners keep up with the rapidly evolving martech landscape, this special report will discuss: How practitioners are integrating technologies and systems to encourage information-sharing between departments and pr

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Workshop: How to Maximize Your Growth and Impact

OnStrategyHQ

Are your maximizing your organization’s impact? Here’s a recap of some of the key topics and learnings we covered today! Here are the three key takeaways, and three ways you can modify your plan NOW to expand your impact. View the deck and the Miro Board! Success in the 21st century goes to companies that care about social impact. People don’t just buy good products.

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June 23 – Customer Success Jobs

SmartKarrot

Role: Customer Success Manager Location: San Antonio, TX, United States (Remote) Organization: Searchspring As a Customer Success Manager, you’ll maintain vital connections with current Searchspring clients to promote product adoption, optimisation, and the discovery of chances to enhance the user experience. By comprehending and assisting current Searchspring consumers, you may increase retention and revenue.

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Workshop: 5 Tips on Organizational Change Management

OnStrategyHQ

Here are the key takeaways and 5 pro tips from the session! Also, don’t miss the deck and deliverables from the session. 5 Pro Tips on Change Management People are the core of change management [10:50-13:07] Strategy guides your organization, but change management must focus on your people. Focus on aligning your leadership team first, then ripple from there.

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Workshop: How to Identify Measures with Different Planning Levels

OnStrategyHQ

We dug deeper into the topic on identifying results that are meaningful and motivating through KPIs, Measures, and Metrics. We saw some excellent real-world examples led by Kamryn Mock and Leigh Abbott. You can view the Zoom recording link here and the PowerPoint deck here.Here are a few highlights: Levels of Planning and their Appropriate Measures We discussed the 3 levels of measures – measures at the strategic goal level, objective level, and the key results level.

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1st, 2nd, and 3rd Party Intent Data: Which Is Right for You?

How do 1st, 2nd, and 3rd party intent data compare? 1st, 2nd, and 3rd party data each have specific advantages and disadvantages. It comes down to four factors: accuracy, cost, control and quantity. This infographic explains the pros and cons of each and helps you understand which one is best for meeting your business objectives. Intent data can be a great way to fill your pipeline and close more deals.

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[Q&A] How Do I Choose a Strategic Framework?

OnStrategyHQ

Question : There are more strategy frameworks out there than you can shake a stick at. Do you recommend choosing one, getting really fluent with it, and sticking with it through thick and thin, or learning a few bit more superficially and then picking and choosing the framework on a case-by-case basis? Answer: It’s more about finding a model you’re familiar with and adapting it to your team’s needs.

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Master Class: Developing Your Growth Framework

OnStrategyHQ

3 Growth Strategy Tips & Resources to Use NOW Tip 1: Growth frameworks are non-negotiable. Use any of these four frameworks. Any organization, any type, any size, you must have a framework for growth (even if you’re a nonprofit!). There isn’t a one-size-fits-all approach, so we pulled together a few helpful resources for your leadership team to create a growth framework: See Jeff’s Master class on the four growth frameworks from 25:03-33:40.

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Master Class: Can You (and Your Team) Say What Your Strategy is?

OnStrategyHQ

Communicate and Storyboard Your 2023 Strategy Check out the full recording (with the chat transcript) and deck from the session. Here are a few valuable resources to check out before we recap: Check out this exercise to help communicate and storyboard your 2023 strategy. Here is a practical FREE downloadable guide and storyboard canvas. PS – this is different from a one-page plan.

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Master Class: Prioritize Strategic Moves with Clarity and Alignment

OnStrategyHQ

Tactics to get your executive team thinking strategically. You can check out the session recap here. Here are the takeaways from the session: Powerful leadership teams have a clear future, are aligned, and effectively prioritize their strategy to achieve success. In the early stages of a business, there can be chaotic energy while trying to find a market, product, and scaling model.

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ABM Evolution: How Top Marketers Are Using Account-Based Strategies

In times of economic uncertainty, account-based strategies are essential. According to several business analysts and practitioners, ABM is a necessity for creating more predictable revenue. Research shows that nearly three-quarters of marketers (74%) already have the resources needed to build successful ABM programs.