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Using a CX vision to guide your growth strategy

Inside Customer Service

Case Study: GreatAmerica Financial Services GreatAmerica provides equipment financing solutions to businesses. It's the largest family-owned equipment financing company in the United States. CX Strategy The company provides financing solutions to help its customers sell more.

CX 149
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Guest Post: 6 Best Business Management Tips While Investing in Customer Experience

Shep Hyken

Grey Idol is the marketing director at altLine by the Southern Bank, a trusted provider of invoice factoring and accounts receivable financing. While invoice factoring , you are investing in the customer experience. Factoring is a service that allows you to get the cash from your outstanding invoices immediately.

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Spendesk’s Nicolas Marchais on evolving with your market

Intercom, Inc.

So they created a software that provides control, visibility, and payment methods for corporate finance teams. So we said, “How can we take the innovation around payment and integrate it into a piece of software that will make it usable for finance teams and modern companies?”

Finance 162
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What is a sales invoice? Complete guide on how to create one

Zendesk

After all, people might judge you for your Krispy Kreme habit, but they won’t care about the invoice. Sales invoices are the key to a company’s finances—a handy way to track what you’ve sold to customers, how much they owe, and when they need to render payment. What is a sales invoice? How do sales invoices work?

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Customer experience, whose business is it?

Lumoa

However, the back-office functions, like HR or Finance are involved into CX very seldom. Finance You might ask "How could a finance department influence customer experience?" Remember when you received a wrong invoice from your phone company? Remember when you received an invoice that was hardly understandable?

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Adopting a “One to say yes. Two to say no” Policy in the Contact Center

Customer Service Life

Talk to members of your finance team about the contact center and you may sense a general fear that agents are ready and willing to give away the farm to keep customers happy. This dollar amount should be consistent with a typical monthly invoice to cover a majority of cases that would satisfy customers.

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Your People Are Killing Your Pipeline… Do They Know It?

Waypoint Group

Consider this real example: BAD – Company 1: I recently had an interaction with a client’s Finance organization because they were late in paying their invoice. GOOD – Company 2: With our first deliverable complete, we submitted our initial invoice, also to an “accounting” email. ” Looking for more best practices?