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SJM Customer Service Consulting Inc

CX Software Guide for Overthinkers

$295.00

1 day

1 revision

Description

This live session is intended for business owners, customer experience (CX) and operations management team members who are pondering the integration of a CX/CRM software into their operations software stack and are experiencing difficulty in determining a starting point or making a choice with the options available, leading to indecision.

This conversation will aid in outlining a systematic approach to help make an informed software selection, taking into consideration both the company's needs and the needs of the team that will be utilizing it.

Towards the end of the session, you will have a clearer understanding of the most critical features your software system should have, be equipped for software demonstrations, and have a clearer picture of which platform options may be a fit for your business.

What's included

  • Transcript of session
  • CX Software Assessment documents
  • CX Software Checklist
 

Description

This live session is intended for business owners, customer experience (CX) and operations management team members who are pondering the integration of a CX/CRM software into their operations software stack and are experiencing difficulty in determining a starting point or making a choice with the options available, leading to indecision.

This conversation will aid in outlining a systematic approach to help make an informed software selection, taking into consideration both the company's needs and the needs of the team that will be utilizing it.

Towards the end of the session, you will have a clearer understanding of the most critical features your software system should have, be equipped for software demonstrations, and have a clearer picture of which platform options may be a fit for your business.

 

What's included

  • Transcript of session
  • CX Software Assessment documents
  • CX Software Checklist
 
Sasheen Murray
Chat with Sasheen Murray

About the seller

SJM Customer Service Consulting Inc
Customer Experience and Success Strategist

Hello! I help businesses elevate their CX experience, operations & systems to serve their customers with ease.

I have extensive experience, over 20 years, in delivering outstanding customer service and designing customer service operations, plans, and workflows across a range of industries, including government organizations, startups, e-commerce businesses, and small to mid-size corporations.   

With expertise in various e-commerce CRM platforms and a deep understanding of CX standard operating procedures, I have the skillset to evaluate customer system operations, recommend best practices and create streamlined workflows and implementation strategies. My clients have seen improved efficiency and better customer experiences as a result of these efforts, both for their internal teams and clients/customers. 

 

Portfolio

 

FAQ

What if I have questions?

Please feel free to contact me via email or chat with any questions you may have on my services. I typically respond same day or next business day.

How will I receive my transcripts/resources after our meeting?

You will receive your transcript and documents post session via email.

What if I need to reschedule?

I will allow a one time reschedule to the initial session date/time in advance only. I understand life happens and the need to be flexible.

What if I need more help with my CX system after the session?

If this should come up during our meeting I'm happy to offer additional resources needed or explore ways to collaborate and work together post session.

 

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