Outsourcing In The Digital Age
Electronic commerce that allows consumers to directly buy goods or services from a seller using a web browser or a mobile app.
Online Shopping.
Lets you grab the attention of team members in a channel who are currently active.
@here.
SQ3R stands for...
Skim, Question, Read, Recall, and Review.
The actions that can be used to respond to FAQs/support requests and the labels we add to our interactions with customers to describe the content
(2 concepts).
Macros & Tags.
Stripe, Adyen, Coinbase, Braintree, etc.
Platforms and vendors for Fintech.
Client's guide where you can find all the policies, procedures, and guidelines.
Playbook.
Slogan created by Harry Gordon Selfridge, an American retail magnate.
The customer is always right.
Dixa, Intercom, Gladly, Kustomer, etc.
Types of CRMs.
Refers to remote consultations between patients and healthcare professionals allowing medical advice, prescriptions, and follow-up visits.
Telemedicine.
Private space for clients and businesses to securely share information in Notion and Slack.
Workspace.
Event when a customer reaches out for help and support during this journey.
Customer Service.
It depends on the client since each one might have a different way of categorizing them.
The structure of a tag.
Enables customers to make payments, access loans, or manage investments in one single dashboard without needing to leave the platform they're already using.
Embedded Finance.
Used to emphasize something important and/or to highlight things we need to remember or keep in mind.
Call out.
Action to provide accurate information without making false promises.
Respond Responsibly.
Higher CSAT, Improved Resolution Time, Increased Engagement.
Benefits of a macro.
Sales and data transfer process conducted over computers, tablets, smartphones, and any other smart devices.
E-commerce.
Feature to collect, organize, and share information and tasks with team members.
Slack Canvas.
Measure of how well a company's products, services, and overall customer experience meet customer expectations.
Customer Satisfaction.
Helps businesses maintain, organize, and analyze data and communication to manage relationships with customers and potential customers better.
CRM
Customer Relationship Management.