Tools and templates
Free tools and templates for CX professionals.
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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.
Article
9 min read
10 free sales forecast templates to project future revenue
An accurate sales forecast can help ensure you hit your numbers. Learn how to forecast sales with our free sales forecast templates so you can help your team track performance, make data-driven predictions, and achieve sales goals—quickly and easily.
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