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Best practices

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


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Article
10 min read

How to build a sales playbook framework (+ a free template)

Creating a sales playbook will streamline your sales process and solidify your branding in each customer interaction.

Article
13 min read

51 customer service statistics you need to know

Here are the trends, insights, and customer service statistics to know to exceed your customers’ expectations in 2023 and beyond.

Article
11 min read

13 ways AI will improve the customer experience in 2024

Use artificial intelligence to enhance the customer experience at every stage of the buyer’s journey.

Article
7 min read

What customer first really means (+ 9 strategic steps)

Putting your customers at the center of your organizational decision-making process can directly translate to long-term relationships and business success.

Article
6 min read

Customer dissatisfaction: A guide to handling unhappy customers

Dissatisfied customers can affect your company’s reputation. Learn how to identify the various types of unhappy customers and adopt methods for saving the relationship.

Article
11 min read

What is B2B sales? Business-to-business sales meaning, strategies, and tips

Business-to-business (B2B) sales is the process of selling products and services to other businesses.

Article
4 min read

8 fresh alternatives + synonyms for “happy to help”

Customers want to have genuine conversations with customer service reps. Here are some better customer support phrases than “happy to help.”

Article
6 min read

What is customer intelligence (CI)? Benefits, types, + examples

Customer intelligence (CI) is the process of collecting consumer data to better understand customers and deliver personalized experiences.

Article
7 min read

Customer expectations: Definition, types, and tips

Customer expectations frequently change, so staying informed is essential. Learn what customers expect and how you can earn and keep their business.

Article
13 min read

What is a sales funnel? Strategies on how to create one (+ examples and templates)

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.

Article
16 min read

What is customer service?

Customer service is the support you offer customers throughout a business relationship. Learn why it’s important and assess your own customer service aptitude.

Article
12 min read

Personalization 101: What it is, importance, and examples

Use consumer data to perfect the customer experience (CX) with personalized products, customer service, and messaging.

Article
13 min read

What is a call center? Definition, types, and how they work

A call center is a team of customer service specialists who field customer calls. Learn what it takes to build a productive call center that provides great customer experiences.

Article
13 min read

Customer feedback: 7 strategies to collect and leverage it

Customer feedback is a goldmine of insights—if you know how to get it and use it well.

Article
8 min read

What is cross-selling? The complete guide (+ examples)

Cross-selling is the process of selling a related product or service to an existing customer.

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