Teams | Collaboration | Customer Service | Project Management

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How to prove that you take client confidentiality seriously

Compromising client confidential information can result in the sort of reputational damage that’s hard to come back from. It’s the end of the month and you’ve been hustling to secure those big client orders before the quarter closes. Then your email pings and you see a new client contract ready to be passed to legal and signed! Great. It looks like you’ll hit your quota!

The Value of Ticket Automation in Customer Success

We’ve all seen or heard about a customer success team that’s just “missing something”. Maybe the agents are a little slow to follow up, or they just can’t seem to get your issue requests in the hands of the right person. Mistakes like this happen for even the best teams, but when it’s a recurring issue it’s time to take some action.