Financial Services The Ultimate Sales Process Guide

To quickly scale your customer service organization, you need to continuously rethink how to best provide support, what kind of people and skills you need, and how you’re going to organize it all. That’s what this guide is all about. It’s the lessons we’ve learned at Zendesk over many years of rapid growth and—as a result—how we structure our customer service organization around specific teams, tiers, and roles. We define success as a combination of people, process, and technology —where the people part always comes first. One of our most important initiatives over the last several years has been our focus on building that people-first approach to customer service. Key to that is providing well-defined roles and performance expectations, which gives everyone on the team an understanding of what they should be achieving and their career path options and goals to work toward. This guide represents the work of many present and former Zendesk support team leaders who managed the support organization to keep pace with the company’s growth and to continuously provide a great custome support experience. What you’ll find here is a framework of the core elements of a customer service organization that you can use to build out your own organization Download Now

We live in an always connected, mobile-first world. A world that’s moved from movie theaters to TV to streaming entire shows and movies on mobile apps like Netflix, Hulu, Prime, Hotstar, and Ditto Today’s consumers expect instant gratification. And they want to be in control — of what they watch and when they watch it. OTT platforms are giving the consumers the power of television with the scale, agility, and the innovations of the internet. From sports programming and entertainment studios producing films for a niche audience to regional newsrooms and radio stations looking to launch mobile-first media destinations, media and OTT apps oer twofold benefits. First, extending the reach of existing content to new audiences. And second, increasing audience engagement with new content experiences With this shift also comes a set of challenges that OTT platforms have to overcome. • Delivering messages across multiple devices while keeping personalized, relevant context • Optimizing content discovery so the right content reaches the broadest applicable audience at the right time • Enabling live interaction with customers that adds to the experience instead of interrupting it • Experiencing high churn rates due to a wide variety of subscription models and billing flexibilities With these obstacles, it’s no surprise that only 43% of all media and entertainment apps continue to be used just one month after download.

Beyond Basic Automation All businesses come to a point where they need to go beyond basic automation. Beyond cart abandonment, beyond churn management, and beyond onboarding journeys, there’s a lot more you can do. And there’s a lot more that the WebEngage dashboard can do, for you So here’s presenting advanced use cases for advanced minds and advancing businesses, all to help you build deeper, more meaningful connections with your customers What can you take away from this booklet? • A value add to your business — quick, efficient advanced use cases that aid you monetarily or operationally • A way to decrease turnaround times for user engagement & boost revenue • And lastly, a way to show your product expertise to fellow coworkers And the best part? IT’S ALL FOR FREE. Download Now