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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.

Article
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.

Article
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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Article
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
5 min read

Omnichannel routing: What it is, how it works, + benefits

Learn how omnichannel routing streamlines customer service workflows, boosts agent efficiency, and increases customer satisfaction.

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AI in retail: How artificial intelligence is transforming CX

When businesses harness AI in retail, they provide more effective service and boost customer loyalty. Learn how you can use this technology to impress your customers.

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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.

Article
20 min read

How to build a customer referral program in 2024 (+ templates)

Customer referral programs can help expand your audience and generate ongoing revenue. Learn how to build one and leverage our free templates today.

Article
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.

Article
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.

Article
12 min read

What is employee experience: the essential guide for 2024

Everything you need to know to create a happy, motivated, and productive workplace.

Article
16 min read

Employee experience journey mapping: Full guide (+ template)

Enhance employee satisfaction and productivity with employee experience journey mapping. Try our template today.

Article
12 min read

Customer feedback management: A beginner’s guide

Discover the power of customer feedback management in understanding and meeting customer needs, reducing churn, and fostering loyalty. Dive deeper with our guide and kickstart your feedback journey by downloading our customer satisfaction survey templates below.

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.

Article
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.

1 min read

How to use Zendesk for HR

In this guide, we’ll show you how your HR team can use Zendesk’s low/no code tools to modernize your help desk and start building for the future of work, right here in the present.

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