Getting Started with Managed Services Platform
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High-Touch Meeting Software
Reports, Widgets, Snapshots, Scoring...
- Reporting How-To Videos
- How to Embed 3rd party applications to the Content Widget
- Service Review Widget (Pro)
Account Management Software
Client Engagement Excellence Scoring, Activities, Account Management, Playbooks, Segments...
- How to Plan, Deliver and Measure Client Experience
- 1. Set Up your Client Experience Activity (CEA™) Types
- 2. Set up your Client Experience Playbooks (CEP™)
- 3. Log and track Client Experience Activities (CEA™)