customer service presentation titles

30 Amazing Customer Service Training Ideas, Exercises & Topics

Updated: June 01, 2022

Published: August 26, 2021

Customer service is tough.

The expectations of the role might seem clear — it's about helping and guiding customers to solve their problems and answer their questions.

But the nuts and bolts of how you actually do that can be easier said than done.

That's why customer support education and training is so important. To retain customers and keep them happy so you can grow your business, you need to prioritize employee training so they're equipped to meet customer needs. In fact, we found that customer-centric companies are 60% more profitable than companies that don't prioritize customer service.

Your customer service training should cover three aspects of the service function: attitude, skills, and knowledge. Developing your team in each of these areas can provide them with a well-rounded skill set to tackle nearly any customer issue.

Below are some customer service training ideas you can use to build a strong educational foundation — no matter what industry you work in.

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Customer service training topics.

• Reflective Listening
• Product Demonstration
• Call Review
• Customer Service Training Presentations
• Sensitivity Training
• Customer Experience Simulation
• Social Media Training
• Product Breakdowns
• Corporate Culture Training
• Crisis Communication

Featured Resource: Customer Support Training Template

Download this template.

1. Reflective Listening

Reflective listening is repeating what people say when you respond to them. This is an extremely useful customer support skill that makes sure you and your customers are on the same page. It also helps customers feel heard if they're dealing with a frustrating or time-sensitive issue.

To practice growing your reflective listening skills, break team members into pairs, and ask them to take turns responding to their partner by reflectively listening.

Here's an example:

Sarah: Hi, there was more money taken from my account than usual, and I didn't authorize that. I need my money back.

Miguel: Hi Sarah, apologies that you were billed twice this month. I'll make sure to get you your money back in full. Just to confirm, you're not seeing any other unusual payments, correct?

Taking the time to repeat Sarah's issue back to her helps Miguel to quickly identify and diagnose her issue, as well as assure Sarah that help is on the way for her problem.

2. Product Demonstration

A great test that new support reps should take before getting on the phones is a product demonstration. Product demonstrations are deep-dives that make sure service reps know the product or service inside and out.

Reps should be tasked with giving a 10-15 minute product presentation and demonstration — walking a prospective "customer" through everything they need to know to successfully start using it themselves.

Managers should listen for their ability to succinctly and clearly explain complicated topics — and to make sure they know how to use and explain every facet of the product, its website or app, and its features.

Free Customer Support Training Template

Train and onboard your new customer support hires with this downloadable template.

• Training Timeline
• People to Meet
• 100 Day Goals

You're all set!

Click this link to access this resource at any time.

Customer Service Training Manual

Fill out the form to get the free template., 3. call review.

Feedback is the breakfast of champions — and of support, reps too.

Call reviews are a common practice among successful customer support teams. (We do it here at HubSpot.) Periodically, teams should gather to listen to a recorded call with a customer and talk about what went well, and what can be improved. Real calls can give you insight into real expectations, and input from team members can provide a unique perspective to help reps constantly improve.

4. Customer Service Training Presentations

One of the most traditional ways to train customer service teams is through a presentation. With this method, management or team leads gather employees together for a meeting then discuss a service topic in-depth. This lets the speaker touch on specific training material while giving the rest of the team a chance to provide feedback or ask questions.

There are a few types of presentations you can use to conduct training. Let's review some below.

Visuals like PowerPoints and graphics are a great way to hook in a larger audience. These images clarify and support your speaking points, making your presentation easy to follow and more impactful on the listener.

PowerPoints are a proven format for customer service training; however, if you are going to take this route, be sure to avoid some of the common pitfalls outlined in this video.

Storytelling

If you're looking for a motivational format, you can try storytelling. With this presentation, the speaker retells experiences that are relevant to their audience. They recap what happened, why it happened, and how they overcame it. This not only provides the audience with an actionable plan but also demonstrates how someone on their team surmounted customer service roadblocks.

Instruction

Instruction should be used when presenting a new or complex topic to your audience. For example, if you're launching a new product, you may hold an instructional presentation explaining what it is, how it works, and why it was created.

In these scenarios, speakers often use metaphors and paradoxes to compare confusing points with other topics that the audience is more familiar with. This makes a complex topic much easier to understand because the speaker has connected it to a relatable concept.

Question and answer, or Q&A, is a presentation style that's more intimate than the ones listed above. In this approach, the speaker briefly discusses a topic then opens the floor for the audience to ask questions. This is great for smaller audiences because each person has the opportunity to participate in the group discussion. Q&A's are an excellent format for keeping employees engaged, but they do require your speaker to have extensive knowledge of the presentation topic.

If these options aren't best for you, check out more presentation styles here .

5. Sensitivity Training

The beauty of hiring a diverse workforce is that your employees encounter unique perspectives they may not have experienced before. While that diversity is great for fostering new ideas, it can also lead to friction between teammates.

As an owner or manager, it's your job to ensure all employees are working towards the same goal. Sensitivity training is an exercise that helps employees understand their professional goals as well as their personal biases. By diving into these topics in-depth, employees can better understand one another and be more considerate of their differences.

No matter how well your team works together, it's important to conduct sensitivity training regularly. This will remind employees how they should treat one another and how they should voice their opinions if they need to confront an issue. By reviewing these ideas consistently, new hires will feel more comfortable when joining your team, making them more productive early on.

6. Customer Experience Simulation

Customer experience simulation is essentially the reverse of role-playing. Instead of interacting with a mock customer, the service rep becomes the customer and goes through the experience of purchasing your product or service.

The benefit of this exercise is that reps can see the roadblocks they troubleshoot from the perspective of the user. They can relate to the frustration or disappointment that customers feel when something goes wrong or when expectations aren't met. That way, when they're working with real customers, they have a better understanding of what people are going through and how to resolve their issues.

7. Social Media Training

Social media is a key component of a robust omnichannel support solution. In fact, customers expect great customer service from brands on social media channels. About 49% of consumers say they'll unfollow a business on social media due to poor customer service, so your team needs to have resources dedicated to supporting these channels.

However, social media is still relatively new to customer service, and not all of your reps may be as experienced with using these platforms for professional needs as opposed to personal updates. A training course dedicated to teaching them how to use social media might be helpful ( Here's one from HubSpot Academy ). That way, communication will be smoother on social channels and will create more delightful customer experiences.

8. Product Breakdowns

If your company sells a physical product instead of software or services, it can be helpful for employees to see how the product works, inside and out. Take your product apart in front of your employees and show them step-by-step how it's put together. Educate them about where your product's resources come from and how the manufacturing process is carried out daily. This can really benefit employees who don't work closely with your products.

If your product is software, obviously, it can be tricky to take apart. So, instead, talk to your employees about where your servers are located and how your software is powered. Discuss contingency plans for potential shutdowns and what employees can share with customers if they ask about sensitive information. When you're supplying software to businesses, it's not uncommon to receive phone calls from their IT teams and it can really make your support team stand out if they can relay this information offhand.

9. Corporate Culture Training

Corporate culture is extremely important for customer service employees. That's because they're working on the front lines with customers, acting as the face of your business. If they don't believe in your company's culture, your customers certainly won't either.

Corporate culture training doesn't have to be extensive, but it should be consistent. Every day employees should be reminded in some way about your company's core values and how they contribute to that culture.

One way to do this is with a culture code . This resource lists all of the company's values and what it expects from its employees. This will help you hold employees accountable and show customers that you're committed to creating a positive experience.

10. Crisis Communication

Every company makes mistakes, but the best companies know how to clean up their messes. And, they know it starts with their customer service teams.

Successful companies don't wait for a problem to happen, they anticipate it and prepare their teams accordingly. They create crisis communication plans and educate every rep on how to respond to common questions that customers will have for the business. This preparation can be the difference between your team saving loyal customers or losing them to churn.

Customer service teams are often very busy, and you may not have time to host a formal training. However, this doesn't exclude your team from performing activities that can help them sharpen their skills.

If this is the case for your business, you should try the exercises below for improving customer service skills.

Customer Service Training Exercises

• No No's Allowed
• Role-Playing
• Lunch and Learn
• Personality Tests
• Call Your Competitor
• Employee Testimonials
• Attitude Anchors
• Customer Letters

1. Mock Calls

Along the same lines as the reflective listening exercise, mock calls are a time-tested strategy for practicing a job before actually doing it.

Team members should be paired up and given real scenarios that customer support reps have to tackle every day — easy ones, and difficult ones, too. Have support reps take turns serving as the customer and the support rep so they can get an idea of how to handle common issues — and how to adapt during stress-inducing calls.

Team members playing the role of the customer should feel free to be creative — all customers are different, and support reps should be prepared to adapt to different situations and personalities before they get on the phones with real customers.

2. No 'No's Allowed

This exercise will teach support reps how they can still be helpful if they don't give a customer the answer they want to hear.

There's only one rule: No saying 'no.' (This includes all 'no'-oriented words and phrases, like "I don't know" and "We don't do that.")

This exercise will challenge support reps to reframe the conversation with a customer when, in fact, the answer truly is 'no.' But when customers are upset or frustrated, answering their requests with a flat-out 'no' might serve to aggravate them and won't move the conversation forward.

Team members should be put into pairs and take turns role-playing the customer and the support reps. "Customers" should make big, bold requests that support reps can't say 'no' to — but instead, have to figure out a solution-oriented response.

For example, if the customer asked for a discount that the support rep wasn't authorized to offer, instead of saying 'no,' the rep could say, "If you're looking to reduce the cost of your CRM subscription, I could help you consolidate your database to under 1,000 contacts. Would you like help setting that up?"

The support rep is essentially telling the customer that no, they can't offer them a discount. But, by offering alternative options, the customer might feel like the support rep is on their side, and won't get frustrated by what they perceive as stubbornness or inflexibility.

3. Role Playing

Improving your customer service skills is like improving your golf swing. You need to keep practicing it, over and over again, until it's perfect — or in my case, until I can find the ball after I hit it.

Role-playing is an effective exercise for sharpening customer service skills. One employee pretends to be a customer, then presents a service case for another to troubleshoot. Once the case is solved, reps switch places and repeat the scenario.

Role-playing lets reps work on both communication skills and their troubleshooting process. Since it's not a real customer, reps have a safety net that lets them practice new techniques they may not have tried before. If your team works with customers face-to-face, this exercise gives them a live environment to perfect their skills without risking customer churn .

4. Lunch and Learn

On a regular basis, support teams should take turns giving presentations during a group lunch. The topic doesn't matter — it can be work-related, or it can be a presentation about their recent vacation photos, or an organization they volunteer with. Whatever the topic, lunch and learns will keep support reps in the habit of being able to present and explain new topics to others.

This is a critical skill for support reps, especially when onboarding new customers who might be completely unfamiliar with how to use a product or service. Additionally, the lunch and learns will provide a safe space for reps to practice — and to learn about each other outside of work.

5. Meditation

Sometimes, working on the front lines of customer support can be really stressful.

No matter how hard you try, sometimes you might get the blame for a problem that's completely out of your control. You might also receive the brunt of a customer's frustration and be presented with feedback that isn't particularly diplomatic.

Whatever the case, meditation can be a helpful tool for regaining and establishing mental relaxation — even in the middle of a busy workday.

Dedicating time to meditation, mindfulness, and relaxation — and encouraging employees to use it for that purpose — will help train them to de-stress and stay positive during those tough moments with customers. Apps like Headspace or YouTube videos can help if you want to practice as a team, too.

6. Personality Tests

This isn't specific to customer support, but it's a good idea for new reps to take a personality test to learn how they work and communicate best with others.

One framework you can use is the DiSC profile , which evaluates people's behavioral and personality differences. Here's an example profile below.

Other tests include the Myers-Briggs Type Indicator (MBTI) and the Predictive Index Assessment (PI). All of these can give support reps helpful insights into how they work best, how they communicate with others, and possible sources of conflict they might encounter.

You can't control the customer's personality — but you can control your own reactions and responses. Learning the 'why' behind your actions is a good first step.

7. Call Your Competitor

Your service reps are responsible for keeping customers from running to your competitors. This makes it only fair that your team should know what they're up against.

Have your team call your competitor's customer service line, and if possible, purchase one of its products or free trials. Ask routine questions and pay attention to different details during the call, like the rep's tone, the cadence of their voice, how quickly they were able to provide an answer, what type of follow-up options they offered, etc. These interactions will set the standard that your team will have to surpass.

8. Employee Testimonials

Your most experienced reps are some of your team's most valuable resources. They've seen your product and company grow with its customer base and have been present for all the speed bumps and roadblocks along the way. Use their stories as testimonials for how your new reps should be treating customers.

For example, if a rep had a really positive interaction with a customer, have that employee talk about that call and what they did to create such a delightful experience. Or, if the interaction is significantly negative, discuss the missteps that were taken and what could be done next time to avoid a similar outcome. This exercise can help reps master the soft skills that can dramatically impact a customer service case.

9. Attitude Anchors

Attitude anchors is an activity that helps reps manage their emotions. Split your team into groups and have each one brainstorm two different types of anchors: maintenance anchors and repair anchors.

Maintenance anchors are actions that can be taken to maintain a positive attitude. These are things that reps use during a call to keep them motivated and optimistic. Here's a few examples of maintenance anchors:

• Manage work-life balance by spending time with friends and family after work.
• Bring your best self to work by getting enough sleep each night.
• Reduce stress by reminding yourself of three things or people you're grateful for each day.

Repair anchors are things that can be done to fix negative attitudes. These are activities that are performed after a call so reps can quickly bounce back and work with another customer. Every rep is going to have a bad call, and it's important to not carry their negative emotions into the next one. Repair anchors might look something like this:

• After a difficult call with a customer, take a walk around the block.
• When you're not able to solve a problem for your customer, give yourself positive affirmations like “I did my best, and I'm proud of that.”
• If you're feeling less motivated than usual, have a conversation with a coworker or family member you admire to lift your spirits.

Once each list is built, hang them up where reps can easily see them. That way, they can use each exercise when it becomes applicable during their workday.

10. Customer Letters

If reps are feeling undervalued by your customers — or even upper management — have them write customer letters. These are letters written from the perspective of the customer and addressed to the customer service employee.

This exercise lets reps reflect on all of the good things they've done for their customers. And, that's important too, because it can often be hard to measure the value that customer service reps bring to a business. But, when they can think about it on a customer-to-customer scale, it becomes much easier to see how important your team is to your organization as a whole.

Customer Service Training Ideas

• Shadow support calls
• Review customer service standards.
• Cover specific issues (under an hour).
• Practice being a good customer.
• Conduct rapid-fire product Q and A.
• Scenario discussions.
• Show rather than tell (video).
• Review knowledge base materials.
• Start a mentorship program.
• Request feedback.

1. Shadow support calls.

Whether you're training a new rep or a more experienced one, shadowing support calls is a hands on way for them to understand a few things about the way your company handles service interactions.

First, they'll get a sense of the types of calls that come in. After enough calls, they'll start to predict some of the most common issues.

Next, it'll become clear to your reps which types of solutions work best for specific situations. For example, while there's probably an extremely helpful knowledge base article written on troubleshooting common product failures, the better solution in the moment may be to walk the customer through the fix rather than sharing a step-by-step document.

Finally, new and experienced reps will catch on to the cadence of the conversation the rep has with various customers. Some may want to get straight to the point without much small talk while other customers will appreciate the representative building rapport with them.

2. Review customer service standards.

As your team becomes acclimated to the processes and procedures for serving customers, they'll need to maintain your company's service standards . Sometimes, standards can fall by the wayside when meeting a quota is the immediate goal for the team each week. Having casual conversations about your company's customer service standards absolutely counts as training and it's a simple way to keep this critical goal at the core of your processes and daily activities.

A slack message, email, or quick statement in a stand-up meeting are all ways to keep customer service standards at the forefront of everyone's minds.

3. Cover specific trainings quickly.

Microlearning breaks down employee training into manageable chunks which helps reps learn faster and quickly apply each teaching. By using short training sessions, ideally under 30 minutes, service reps will be more inclined to participate and will retain more information afterward.

Microlearning can be used to cover specific training areas much faster than you could with an hour-long training covering several different topics. Microlearning training sessions can cover topics such as the most common customer complaint or a documentation process.

4. Practice being a good customer.

One of the best ways to build empathy is by taking on the perspective of the customer. What better way to do this than by recognizing good customer service in your everyday life?

There's an interesting case to be made that being a good customer begets great customer service. Making eye contact, smiling, and being amicable can go a long way to get the best service from a customer representative.

Once you do receive this world-class service, study the reps' techniques. How do they answer your questions? Do they confirm your issue so they can offer the best solution? All of these factors and more can be uncovered just by being a customer yourself. The best part is, you can immediately apply what you've learned from those interactions with your own customers during your next calls.

5. Conduct rapid-fire product Q&A.

Any great customer service rep knows their products like the back of their hand. Testing this knowledge can be a fun and competitive way to get the team on board for customer service training.

6. Host scenario discussions.

As a manager, you can review your knowledge base or product playbooks to create trivia-style questions that reps can answer individually or on teams. The friendly competition and gamification of the training session can help reps confirm what they already know and retain what they don't so that after the game is over, they can apply their product knowledge when offering solutions to customer issues.

Scenario discussions make for an interactive ice breaker, especially if you're training a large group. You'll begin by creating a handful of scenarios with each one involving a different customer issue. There's no solution included in the scenario.

Next, break the group into smaller teams to discuss the scenario. Then, each group will decide on a course of action to help the customer in the given situation. After all the solutions have been decided among the groups, bring everyone together, and have one representative from each team read their scenario aloud and explain how they'd solve it. This training idea can be done virtually or in person with large or small groups.

7. Show rather than tell.

Panopto discovered in a 2019 study that employees are 75% more likely to watch a video than read text. Couple this finding with the microlearning statistics we mentioned earlier and you've got a powerful training tool that your team will be inclined to use.

Showing your team how to follow a process using a short video clip can be much more effective than sending them a step-by-step email (although that extra resource couldn't hurt!). Showing the problem and the solution in the same video can make the context of the training more clear, especially if you add a voiceover to the video. Tools like Loom and Zoom can make video training quick and easy.

8. Review knowledge base materials.

Most customers look to your self-service options to solve their issues with your products before they pick up the phone or type an email to your customer service team.

This training tip covers two goals in one. First, your reps can review the materials in your knowledge base to better solve customer problems. After all, if you're sending your customers to the knowledge base, it should be up to date and helpful, right?

In the case that it needs some work, the second goal can be accomplished. Your reps will notice outdated or inaccurate information that can be updated to provide a better self-service experience for the customer.

9. Start a mentorship program.

As a manager, you can't be everywhere at once no matter how hard you try. Training should be an ongoing priority on your team whether you oversee all aspects of it or if you delegate parts to team members that are best suited to carry them out. One way to do this is by starting a mentorship program on your customer service team. Whether it's formal pairing or a more casual connection, you can rely on more experienced reps to help train those just starting out.

Many of the tips, topics, and ideas we've mentioned thus far can help your team provide exceptional customer service from the customer's perspective. But what about training to help the team work better together?

10. Request feedback.

After each training session, you'll want to request feedback from the team to assess whether the method, content, or delivery were helpful or harmful to their learning. This data can be collected quantitatively through a rating system or qualitatively in an open-ended survey. No matter the format, receiving feedback on your training program is a primary way to make it better so your reps can do the work they do best.

Next, we'll discuss some tips designed to help make customer service training more effective and "sticky."

Customer Service Training Tips

• Start with mission.
• Double down on communication training.
• Make training fun and engaging.
• Connect training to real-life scenarios.
• Emphasize the process.
• Supply robust internal resources.
• Provide ongoing training.

1. Start with mission.

Customer experience is common, so nearly everyone has a conception of what "good" customer service looks like. However, those conceptions may not be concrete enough or align with the vision you have for your organization.

With that in mind, start by setting expectations so that everyone begins on the same page. Define the mission and big picture as well as their role within it.

2. Double down on communication training.

Customers don't simply want their problems solved for them; they want to be heard . Practicing active listening and communication techniques is paramount to delivering great experiences, and by cultivating these skills among your team, you're setting them up for success.

Even better, if you touch on these concepts early, they'll be equipped with new skills to practice during the rest of the training (which is a win-win for you as the trainer).

3. Make training fun and engaging.

People learn in different ways. There are visual learners, auditory learners, kinesthetic learners, and more. That means that sitting new employees down in front of a training video will not be enough for maximum retention and, even worse, could result in a snooze fest.

To make your training effective, you much engage your reps. This can be done with interactive elements designed to keep them on their toes and interested in the material. Don't be afraid to have fun with it, either.

4. Connect training to real-life scenarios.

If you do end up using games or other alternative methods to teach certain concepts, always circle back to reinforce the mission and their role. This helps strengthen their understanding of the concept so they can apply it in their day-to-day.

Shadow sessions and roleplays are great for this reason. They can get a feel for real-life scenarios they'll encounter before they're immersed in them.

5. Emphasize the process.

In an unfamiliar situation, a familiar process may be enough to help new reps spread their wings and own their role. In other words, knowing what to do when they don't know what to do will empower them to take on situations they're unfamiliar with.

That's why it's important to have processes and systems in place and emphasize the adoption of those early on.

6. Supply robust internal resources.

Reps won't remember everything from training; getting out there and doing it is what helps retention and build competency.

Therefore, they should always be encouraged to turn to any available resources for help. Wikis, knowledge bases, and other forms of internal documentation can help reps help themselves (if those resources are organized and maintained).

7. Provide ongoing training.

It's also easy for reps to stagnate or develop bad habits. Ensure that you're providing ample continuing education to reinforce what they learned in onboarding and further the development of their skills.

Customer Service Training Your Team Will Love

Outside of team meetings, there are plenty of online resources customer support and service reps can use to always keep improving. Whether your customer service team is short on time, or completely remote, these topics, tips, and ideas are sure to get your reps excited and motivated to deliver the best service to your customers. A mix of interactive, team-oriented, and roleplay activities will keep training interesting for you reps so they understand and remember the information.

If you're ready to plan your next customer service training session, use the template below to get started.

Editor's note: This post was originally published in July 2020 and has been updated for comprehensiveness.

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PHILADELPHIA, MAY 9-10 PUBLIC SPEAKING CLASS IS ALMOST FULL! RESERVE YOUR SPOT NOW

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Catchy Presentation Titles Are the Start of a Great Presentation

A Catchy Presentation Title is Important for Audience Satisfaction

Think about the last time you went to a conference that has multiple breakout sessions going at the same time. If you are like most people, you first scanned the list of titles. Almost instantly, you eliminated a few based solely on the topic or title. The titles that you looked at created an impression of the speech. Once you narrowed down your choices, only then do you move on to the description, etc. In that instant where you were scanning the titles, though, you probably had this inner monologue going. “Hhhmmmm… Nope. Not worth my time. Nope. Sounds boring. Nope. That one is unrelated to anything of interest to me. Aaahhh… That one might be okay.”

One of the real, closely-held, public speaking secrets is that every audience member has this inner monologue . This inner monologue occurs before every single meeting and every single presentation that we attend. In most cases, just as when we looked at the breakout session list, the answer we receive is, “Nope. This seems like a waste of my time.”

Examples of Presentation Titles that Make People Yawn

Here are a few titles that tell the audience that your presentation will be a snoozefest.

• Quarterly Financial Report
• Software Update
• Project Report
• Goals for 20__ [Fill in Your Own Year]
• Why We Need to Make Changes in Our Internal Processes

It is our job as the presentation designer (or deliverer) to make people want to pay attention to us. If you start with a great title, you are more likely to accomplish this task.

Presentation Title Generator

Follow this step-by-step approach, and your audience will want to hear you speak.

Create a One-Sentence Statement of What Your Topic is About.

• We Exceeded Our Corporate Goals and Increased Profit Last Quarter.
• The New Software Update Closed a Few Security Risks for Our Customers.
• The ABC Building Project is Behind Schedule.
• This Year, We Will Increase Revenue by $200,000 by Focusing on Repeat Business.
• Department Heads Need to Communicate Team Activities Better.

Just by forcing yourself to make your title into a complete sentence, you will narrow the topic down dramatically. If you look at the difference between the first list and the second, the second is more interesting already.

Identify Why the Audience Would Care About this Topic?

• Your Quarterly Bonus Has Increased.
• Your Customers are Less Likely to Experience a Data Breach.
• If We Adjust Our Plan, We Can Get Back on Schedule without Incurring Overruns.
• Your Commissions Will Also Increase.
• You Can Reduce Your Overall Department Costs.

Although we like to think that department heads care deeply about company revenue and profit, in reality, most of us are pretty self-centered. However, the department heads care very deeply about their bonuses. Outside of the tech folks, no one really cares about website security. However, if a company has a data breach, the entire company will have new challenges to deal with.

Combine the Sentence in Step #1 With the Benefit in Step #2.

Now that you have the two pieces, just put them together. When you do, you will create a series of catchy presentation titles .

• We Exceeded Our Corporate Goals and Increased Profit Last Quarter, So Your Quarterly Bonus Has Also Increased.
• Your Customers are Less Likely to Experience a Data Breach Because We Closed a Few Security Risks in the Recent Update.
• If We Adjust the Project Plan on the ABC Building, We Can Get Back on Schedule without Incurring Overruns.
• This Year, We Will Increase Revenue by $200,000 (And Commissions by $25,000) by Focusing on Repeat Business.
• If We as Department Heads Can Communicate Our Team’s Activities Better, We Should Be Able to Reduce Department Cost Significantly.

Maybe these presentation titles aren’t perfect, but you have to admit, they are dramatically better, now.

Compare the Two Titles

Originally, we had, “Quarterly Financial Report.” We ended up with, We Exceeded Our Corporate Goals and Increased Profit Last Quarter, So Your Quarterly Bonus Has Also Increased.” Which would you rather sit through? Guess what? Your audience thinks the same way. So, if you want to catch the attention of your audience right away, realize that catch presentation titles can help.

By the way, once you have a great title, the post called How to Design a Presentation Quickly is a good second step. In addition, we have a free Online Speech Creator that walks you through the entire process step-by-step. Also, make sure to visit our 101 public speaking tips blog post.

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How A Customer Service Presentation Will Set Your Business Up For Success

Table of contents.

Customer service is one of the most important aspects of your business. You could have the greatest product or be the best price, but if your customer service isn’t up to par, growing your business will be a tough job.

Especially for client/customer-facing roles, strong customer service can not only improve your brand image, but also help retain current clients and gain referrals.

What were saying here is that it’s critical to properly train your employees to deliver consistent and stellar customer service . You might consider creating a training presentation that walks your employees through their customer service responsibilities. Let’s break down the importance of these presentations and how you can set your business up for success.

What Is A Customer Service Presentation?

One aspect of employee training involves walking through what good customer service looks like. Customer service itself is when employees assist and give sound advice to those who buy or use the products or services being offered.

Training your employees on this topic can often be done through a presentation that provides a thorough understanding of good service, how to handle problems and questions, and why customer service is so important.

The slides in the presentation should included relevant and quality information for your employees about customer service and how to deal with difficult inquiries or situations. This will enable them to provide good service when faced with those calls, emails, or interactions with customers.

Here’s an example we created for Sherwin Williams.

Sherwin Williams Customer Education Presentation

What Benefits Will A Presentation on Customer Service Provide My Business?

A thorough understanding of customer service expectations and guidelines in a presentation can set your company up for success in a few key ways, including:

Well Trained Customer Service Representatives

Effective customer service for your customers, helps to build a good reputation.

Customer service presentations are primarily created to inform and educate employees who will be providing service to customers or clients.

When your employees are properly trained in all things customer service, they will be able to deliver exceptional service to your customers. Not only will properly trained employees complete their duties to company standard, it’s peace of mind knowing you have your aces in the right places .

In your customer service training presentation, you should have slides that include overviews and discussions on the following objectives:

Product and Service Knowledge

Communication Styles

Conflict Management/Resolution

Common Consumer Problems

Reasons for Consumer Complaints

Ideas for Cultivating Strong Relationships

Measure of Success

Authority or Hierarchy Understanding

Depending on the tools provided to your employees by your company, you might also include a segment on IT and other customer service tools that the employees will need to work with.

With properly trained employees comes great interactions with your customers.

If a consumer has a problem and they need some to listen to and understand their complaints but your employees aren’t trained in customer service, it can lead to all sorts of problems. Whether it’s on the phone, email, or in person, your customers will expect quality services from your employees.

A customer’s experience can often dictate whether they will return as a customer or point their direction somewhere else. On a financial level, it is more cost effective to keep a current customer than bring in a new one.

Retaining customers and maintaining relationships with them can be done when your customers have a great experience and feel important.

As social media platforms continue to grow in popularity, they have also become platforms for people who want to share their good or bad experiences with a company. Whether it’s through Google reviews , Tweets, TikTok videos, or Facebook posts, words and experiences from customers who visit your store or website can have a huge impact on your business.

Maintaining a good reputation with great service to your customers will go a long way. A good reputation can be built and maintained when you:

Serve customers by putting them first

Avoid increasing conflict

Learn from mistakes

Should My Presentation Be Editable?

As your create your presentation, you should consider the adaptability of the content. An editable presentation deck can benefit your business by adapting to changes in customer service best practices .

Especially if you use apt research when you organize your content, be sure to edit the ppt deck as research evolves and changes.

You Should Always Consider A Custom Presentation

Whether you need sixteen slides or sixty, you should consider having a custom presentation deck created .

With custom slides, you can tailor the content, theme, graphs, and topic to your business. The point is to train your employees on how to deliver service for your specific company and you may have different guidelines than other companies.

What Other Digital Tools Should I Use To Equip My Team?

When it comes to equipping your team and setting them up for success, there are a few other tools you might consider providing your employees. These include:

a personal work computer

ability to download slides from presentation

planners or planning software

e-learning courses on customer service

As a manager or employer, you should consider the ways in which you can work with the people on your team and set them up for success in the customer service department.

Our Final Thoughts On Having A Presentation on Customer Service

A great customer service ppt deck comprises of relevant information, employee guidelines, product knowledge, and department specific slides. Creating slides that reach your employees and that enable them to succeed in their positions is vital for success.

Are You In Need Of A Custom(er) Service Presentation? The Geeks Are Here!

Need someone to create great customer service training slides for your business and employees? The geeks at Presentation Geeks are here to help. We can build your PowerPoint presentation that can help you succeed in your customer service department!

Contact us today to see how we can help!

Author:  Content Team

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Home PowerPoint Templates PowerPoint Templates Customer Service PowerPoint Template

Customer Service PowerPoint Template

Our Customer Service PowerPoint Template is an editable slide deck for preparing customer support presentations. The customer service department in any organization, firm, or business is crucial to bridge the distance between the company and its consumers. By achieving a good communication channel with the customers, organizations can win more satisfied clients and, in turn, better reputation and sales. Some companies maintain support teams within their premises; however, sometimes, this department is outsourced to external consultation agencies. Such teams provide a call center, multi-channel customer service, and a well-trained team of individuals. We have designed this customer service PowerPoint template for professionals to discuss their customer service protocols and related concepts. 

The Customer Service PowerPoint Template has multiple slides with creative visuals and human illustrations to discuss various ideas and topics. For instance, the first slide shows an abstract with a human call center agent, rating signs, walking customers, and a mobile phone illustration. This slide is to present the presentation topic using the provided text boxes. Similarly, the following slides have creative visuals of executives wearing headphones, using the laptop to solve queries, professionals assisting from mobile or monitor screens (online customer care services), and customers touching the rating stars for giving reviews. These PowerPoint shape diagrams can help present the topics like problem-solving, customer service excellence, training, or multi-channel customer service. Agencies providing call center services can explain how these facilities can help companies improve their customer satisfaction rate. Also, there are slides for customer trust and reputation to showcase trust-building and maintenance. Strategies. In addition to agencies, department heads can personalize the slides to brief higher executives about the maintenance and efficiency of the department. 

Our customer service PPT template is also ideal for educational and training purposes. Users can edit the arrow diagram, data-driven charts, and creative diagrams for presenting data and facts. The slides can be re-purposed according to the presentation requirements. This PowerPoint design can be edited with all PowerPoint versions, Google Slides, and Keynote.

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Top 10 Customer Service Templates with Examples and Samples

Utsav Sinha

How often do you contact customer support for assistance, and they promptly investigate and answer your queries? To meet customer demands, companies require customer support staff that manages tickets, resolves your issues, and provides you with an exemplary service.

Customer service has become a critical aspect of maintaining a strong and loyal customer base. Organizations are constantly striving to provide exceptional customer support experiences to enhance customer satisfaction and retention. One powerful tool that has emerged to streamline and enhance customer service operations is the usage of customer service templates.

Want resources to empower your customer service team? Click on the link to learn  more.

SlideTeam brings you a collection of pre-designed and customizable PPT Templates that guide support agents in responding to various customer inquiries, issues, or complaints. These templates serve as a valuable resource, allowing agents to provide consistent and efficient responses to customer queries. They ensure that the organization's brand voice and messaging remain consistent across all customer interactions.

Deploy these premium PowerPoint slides to help your team respond promptly and accurately to customer needs. Browse the collection below and embrace the power of customer service templates that enable you to elevate your customer service operations and stand out in today's competitive marketplace.

Let’s begin!

Note: You can personalize every template mentioned below as per your requirements.

Template 1:  Customer Support Quality Assurance Audit and Checklist PPT Template

Optimize your customer support with our content ready PPT template. This pre-designed template includes a checklist covering response times and ticket resolution rates. Track and analyze your team's performance in real time. Perfect for businesses aiming to enhance customer service standards. This template is a valuable resource in saving time and money while delivering exceptional customer experiences. Invest in our premium-quality PPT template today and boost your customer support game.

Download Now!

Template 2: Customer Support Medium PPT Template

Boost your customer support strategy with our customer support medium PPT template. This six-stage process covers self-service, social media, live chat, call center, knowledge base, and mobile web solutions to build trust and loyalty. Ideal for organizations to prioritize exceptional customer service aligned with their brand. Impress your audience with appealing, informative content. Elevate your customer support game today!

Template 3: Example of Customer Feedback and Support Analysis PPT Template

You're looking at a six-stage process for organizations and businesses like yours. With this template, gather customer feedback, assess your performance, and act to improve. This ready to use PPT template will help you make your team hone their people’s skills. It exhibits ways to connect with the audience and answer their query in a polite manner.

Template 4: Improve Customer Support Infographic PPT Template

Enhance your customer support strategy with our ready-made PPT template. This actionable template is perfect for sharing strategies best practices, and tips to provide exceptional customer service. Engage your audience and make a positive impact when training new employees or presenting to clients.

Template 5: Checklist to Track Important Activities for Customer Support Team Template

Want to have your customer support team on top of their game? Deploy this ready-made template to streamline your processes and tasks. This flexible slide showcases essential activities, from requesting referrals to planning team training sessions. This tool ensures that all crucial aspects of your customer support team's training are covered and tracked. Use it as a reference during meetings or as an easy-to-follow guide when mapping out vital tasks. Don't let anything slip through the cracks – get organized with our checklist today!

Template 6: Customer Portal Custom Support Status Template

Looking to maximize your company's efficiency and simplify customer support functions? This PPT slide offers an engaging representation of critical topics such as employee timesheets, invoice templates, custom support status, and more to reduce the workload. By incorporating this tool into your organization's workflow, you'll be able to communicate complex data in an easy-to-understand format while keeping track of all work-related information at the same time. Get your hands on our timesheets PPT template today!

Template 7: Customer Support Channels PPT Template

Upgrade your customer support channels and improve user satisfaction. Our professional and appealing PowerPoint presentation template lets you highlight the various support channels available, including social media, chat video, email, phone, customer self-service, and mobile. With this tool, communicate the steps that support your users. Whether you need to educate stakeholders on common problems consumers face or want to showcase your customer service offerings - our PPT slide has got you covered. Invest in delivering top-notch customer experiences today with our customer support channels PPT template!

Template 8: Weekly Calendar for Customer Support Team PPT Template

Manage your customer support team's weekly schedule with our PPT template. Ideal for organizations and businesses of any size, this professional tool allows you to present insightful details and implications in a well-structured format. Whether you're a manager, executive, or lower-level employee, this template will ensure everyone stays on track and organized. Impress your clients with an informative calendar that is clear-cut, appealing, and comprehensive!

Template 9: Meet the Organizational Team for Customer Support Service Department PPT Template

Present your customer support team in a professional and attention-grabbing way with our PPT Template. This slide is perfect to showcase critical members, their roles, and their expertise. Help your seniors, stakeholders, and clients understand your team’s duties and tasks using this predesigned PPT template.

Template 10: Mobile Customer Support Software Slide PPT Template

This customer support software PPT template is necessary for organizations and businesses looking to enhance their customer support strategy. This infographic template boasts ten informative points that convey key insights into consumer behavior, sales reports, progress reports, and IT research results. With its professional yet engaging format, this high-quality tool is for professionals across all industries seeking to enhance their customer support and get an edge in the competitive market.

Ready to enhance your customer service skills? Explore our top 10 courses on customer service.

To conclude, customer service is crucial to any business's success. Having well-structured templates can make it easier to offer excellent customer service and assure that your customers are happy with their experience.

FAQs on Customer Support

What means a customer service.

Customer service refers to customer assistance and support before, during, and after buying a service or product. It involves addressing customer inquiries and resolving issues or complaints. It helps provide information about products or services and ensures customer satisfaction. Customer service is crucial to retaining buyers and building a positive reputation for a business.

What are the 3 essential qualities of customer service?

Three essential qualities of customer service are responsiveness, empathy, and problem-solving skills. Being responsive means solving customer inquiries or issues. Empathy allows understanding and connecting with customers' emotions and needs. Practical problem-solving skills help to find solutions and resolve customer concerns.

What is basic customer service?

Basic customer service refers to the fundamental level of customer support, focusing on addressing their needs, inquiries, and concerns. It involves helpful communication, problem resolution, and ensuring customer satisfaction. Basic customer service sets the foundation for positive customer experiences and builds strong relationships between businesses and customers.

What is good customer service?

Good customer service goes beyond the basics, exceeding customer expectations and leaving a positive and lasting impression. It involves proactive communication, personalized assistance, empathy, responsiveness, and effective problem-solving. Good customer service aims to build strong relationships, foster customer loyalty, and create a memorable experience that customers will recommend.

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50 Must-See Customer Engagement Presentations

The Team at CallMiner

September 26, 2018

Customer engagement has evolved from the origins of customer satisfaction and customer delight. Today, customer engagement is defined as the profound relationship that the customer has with your brand.

In today’s digital age, irrespective of which industry you are in, customers expect an immediate or near-instant response as well as a picture-perfect anticipation of their wants. To meet this requirement, businesses are getting competitive and aiming to provide hyper-personalized experiences to keep their customers enrolled and engaged with their brand, products, and services.

Designing a well-crafted customer engagement strategy is an excellent way to boost sales and drive profitability. More companies are incorporating customer engagement tools such as  speech analytics  and chatbots to better gain deeper insight into customer engagement and respond readily to consumers across digital channels by leveraging technologies such as  artificial intelligence .

With many tools, technologies, and tactics that play a role in customer engagement, developing a strategy can seem daunting. To get you started, we’ve compiled a list of 50 different customer engagement resources, including both videos and slide presentations, by highly regarded individuals in the industry. For more expert insights on customer engagement, visit  CallMiner’s Learning Center  to access dozens of white papers, videos, articles, and other resources to help you develop and execute a top-notch customer engagement strategy.

The 50 must-see presentations below are listed in no particular order, but are separated by category including:

Video Presentations

Slide presentations, engage business media.

Twitter :  @EngageCustomer

1: Important Considerations for your Customer Management

This video is presented by Mike Havard, Director at Ember Services, at the Telecos/Utilities Director Forum 2014. The video covers customer engagement opportunities and challenges and covers topics such as regulation in a social context, the value of complaints, personal data implications, and what transformation and growth means in customer engagement.

Key Takeaways:

• Understanding customer engagement and why organizations make it so hard
• Securing board commitment for funding solutions
• Discusses nine important themes around customer engagement

2: Employee and Customer Engagement

This video, from the fifth Directors Forum of 2014, takes a look at the important connection between employees and customer engagement. One of the key highlights includes understanding the shift between wanting to be customer-centric and enforcing an actionable strategy to actually make it happen. The video covers a panel of different speakers who discuss the relationship between employees and customer engagement.

• Understanding the bridge between staff engagement and customer engagement
• Incorporating employee engagement in putting the customer first
• Using staff engagement to delight the customer

Amazon Web Services (AWS)

Twitter:   @awscloud

3: Scaling Up to Your First 10 Million Users

Gaining users is the key to the cloud. This presentation is one that is regularly at the AWS conference “re:Invent”. However, in this particular version, Joel Williams changes the game a bit to help you scale to your first  11  million users. If you have a great product for sale, but can’t handle a large amount of traffic at once — this presentation will help you plan to scale AWS resources quickly.

• Techniques for scaling an application on AWS
• Why “auto-scaling” is not where you should start
• Reasoning for starting with SQL databases for your scalabilty
• Direct gameplans and examples from 1 million to 11 million users

4: Engaging Your Customers with SNS Mobile Push and Amazon Analytics

Push notifications are a crucial part of creating a game play experience that retains and reengages users. If an app that keeps running in the cloud, messages can be delivered to your players. The right communication at the right time can improve your engagement and build long-term relationships with your users.

• 65% of mobile apps are abandoned within 90 days
• Effectively sending mass messages versus using 1 to 1 communication based on analytics and player actions
• Real time examples of notifications as well as a look at analytics and how to process data

5: How I discovered the black art of cult branding

Rob Howard, founder of Cult Collective, delivers this compelling talk at a TEDx event at St. Lawrence College. Howard boasts a marketing career spanning 20+ years, and in addition to founding Cult Collective, he founded a think tank, a global summit (The Gathering), and authored a book,  Fix: Break the Addiction That’s Killing Brands . Howard discusses how consumers tend to “evangelize” to others in the spur of the moment and how brands can capitalize on this enthusiasm and win the allegiance of die-hard fans through customer engagement.

• What makes customers loyal to the world’s most coveted brands
• How successful brands are like modern-day cults in disguise (in a good way)
• What successful brands did to survive in times of economic diversity while spending less on traditional forms of marketing

Doug Stephens

Twitter :  @TheLavinAgency

6: Customer Engagement is the Key to Success

This video is presented by Doug Stephens at the Lavin Agency Speakers Bureau. He holds the opinion that every retailer understands that customer experience is crucial, but very few really know how to implement it. Being one of the world’s foremost retail speakers and consumer futurists, he drives the idea that, “We have to allow customers to feel like they’re not just walking into a different store, but walking into a different world.”

• Retail stores have to be a “story”
• Making stores less static
• Engaging customers by creating a sensory experience

Mathew Sweezey

Twitter:   @msweezey

7: The New Rules for Customer Engagement

This video is a talk by Mathew Sweezey, “marketing evangelist” for Salesforce.com. He is also the author of “Marketing Automation for Dummies.” He provides an overview of modern customer engagement and explains how to execute a marketing strategy that drives lasting results.

• How to value buy-in for your efforts
• Social media tactics and strategies that get results
• How the modern customer makes buying decisions
• Lead nurturing best practices to increase lead flow

Twitter:  @Microsoft

8: New Customer Engagement Models

This video discusses how customers and Microsoft Retail Stores are successfully executing new customer engagement models. Microsoft Solutions Specialist and Retail Industry Solutions Director Pinar Salk covers how Microsoft Retail Stores are implementing an end-to-end customer engagement experience from mobile browsing to in-store purchases and more.

• Implementing a frictionless shopping experience using a mobile app
• Driving higher conversion and customer retention in the engagement process to impact the bottom line
• Empowering sales associates to recommend curated products catered to the customer based on individual personal insights and data

Twitter:   @salesforce

9: The Future of Customer Engagement

This video from Salesforce brings together a panel of experts who impart expert tips and insights about the latest customer engagement strategies that are ready to be implemented and put into action. Discussions are centered around a properly designed customer engagement strategy that inspires, creates loyalty, and drives profit.

• Defining customer engagement and discussing example case studies
• Meeting customer expectations and personalizing the engagement process
• Handling and understanding customer data and acting on it
• Customer engagement best practices and strategies

Jon Suarez-Davis

Twitter:   @jsuarezdavis

10:  Customer Engagement in the Age of Intelligent Marketing

This video features keynote speaker Jon Suarez-Davis (“JSD”), who is Salesforce’s chief cloud marketing officer. He has experience working with some of the world’s biggest brands. In his talk, he draws upon real life examples to explain how customer engagement can be enhanced in the age of intelligent marketing.

• New level of engagement
• Brand marketing and performance marketing
• Salesforce’s vision for the future of marketing
• Predictions for digital advertising in 2020
• Core competencies: Know, Engage, and Personalize

Pegasystems

Twitter:   @pega

11:  AI in Customer Engagement

In this video by PegaWorld, Dr. Rob Walker, VP of Decision Management and Analytics at Pegasystems, discusses both the advantages and potential risks of using Artificial Intelligence (AI) in the customer engagement process.

• Balancing the risks and rewards of Artificial Intelligence
• Discussing how AI can be a threat to human existence and how we can control and trust it
• Difference between Opaque and Transparent AI
• Where to allow Opaque AI and where to insist on transparency
• Predicting outcomes based on AI

12: Automation, AI and Customer Engagement

In this video, 25-year veteran employee and Senior Vice President of Products at Pegasystems, Kerim Akgonul, discusses how technologies like artificial intelligence (AI), DevOps, and robotic automation are building agility and transforming customer engagement in organizations.

• Automating AI for customer engagement
• Providing real-life case studies on how AI is being used today to enhance customer engagement
• Bridging the gap between customer engagement, operational efficiency, and business agility

IBM Analytics

Twitter:   @IBMAnalytics

13.  Data-driven Customer Engagement

This video gives a walkthrough of how to spot customers who are at risk of churn and use preemptive measures before they are defected. It talks about using predictive analytics capabilities to drive customer retention by accurately targeting campaigns, which allows you to retain valuable customers while boosting your revenue.

• Deliver customer insights to front-line decision-makers and systems
• Boost customer lifetime value through personalized efforts
• Predict which customers are at risk of leaving
• Identify choice prospects for highly targeted marketing programs
• Enhance sales forecasting, accelerating sales cycles

Insurance Nexus

Twitter:   @InsuranceNexus

14.  Raising Customer Engagement in the Insurance Industry

This video covers a webinar conducted by Insurance Nexus with a panel of three leading speakers and discusses how to raise customer engagement in the insurance industry. Key topics covered include analyzing the customer journey and identifying where the pain points are, how to improve customer engagement, and measuring interactions with customers.

• How insurance carriers can improve their customer engagement
• Practical advice, case study examples and best practices for the insurance industry
• Innovating and using technology to interact with customers

Twitter:   @SAP

15: Beyond CRM: Digital Transformation Starts with Customer Engagement

This video, delivered by enterprise resource planning (ERP) giant SAP, talks about how digital transformation is impacting how to deal with customers and why organizations need to think beyond the CRM. Leading speakers from SAP discuss actionable strategies for customer engagement and reveal how SAP offerings, such as the “SAP Hybris portfolio and SAP Jam Communities,” can help you reach digital transformation objectives.

• How to exceed customer expectations and delight with digital solutions
• Delivering richer, faster, and better digital experiences personalized to the customer
• Understanding digital businesses and why customers are their most important assets
• Assisted and unassisted customer support before, during, and after the purchase

CustomerEdge TV

Google+:   CustomerEdge TV

16: How Social Media Has Impacted Customer Engagement – Customer Edge

This video talks about the role that social media has played on the way businesses sell, market, and serve their customers. Irrespective of industry, whether it is telecom or heavy machinery, the competition is ever increasing which makes it necessary to provide a personalized experience to each customer.

• How to engage with personalized social media in B2B and B2C situations
• How to involve influencers and advocates, and foster their growth
• Learning from best practices and avoiding pitfalls

Twitter:   @couchbase

17:  Revolutionizing customer engagement – Connect Silicon Valley 2017

Couchbase CMO Peter Finter discusses the attributes and values of an engagement database and how Couchbase clients are transforming their organizations with improved customer engagement, personalized experiences, lower costs, and time-sensitive innovation.

• Changes impacting businesses today that requires them to rethink customer experience
• Challenges of customer engagement and how to overcome them
• How businesses can revolutionize customer engagement and reap the rewards
• Employing technology to give customers a unique experience

Google G Suite

Twitter:  @gsuite

18: Connecting your sales associates to drive customer engagement and satisfaction

There are a many “real world” problems in the retail and ecommerce space — especially when it comes to customer engagement. Google has provided a short tutorial about how Chrome can help alleviate many of these scenarios. The focus of the webinar is to help connect sales associates in a way that improves customer engagement through the production of “regular, lively content”.

• Discovering the top two operational challenges of the retail world
• How Chrome can help modernize and rethink workflows
• Enhancing and improving communication across a distributed workforce

Twitter:  @Dreamforce

19:  Workshop: Transform Customer Service to a Customer Engagement Center

In this video, Service Cloud experts from Salesforce discuss the importance of adapting your service organization to engage a whole new breed of technology savvy customers who expect immediate answers and support at every step of their customer experience journey. They uncover strategies for connecting with customers and building meaningful relationships, and the role of a customer engagement center to transform customer experience.

• How mobile and social media are transforming customer service today
• Delivering outstanding customer service at every point of customer interaction
• Deploying and running a customer engagement center successfully
• Achieving measurable results through increased agent productivity

Pitney Bowes

Twitter:  @pb_digital

20: Digital Transformation with Mobile First Customer Engagement

This demo by Pitney Bowes covers how organizations need to be relevant and interact with customers on every marketing channel today. It shows ways to optimize and simplify communication for mobile devices and discusses the importance of AV interactions to create engaging and personal customer experiences.

• Identifying current trends in customer engagement
• Providing digitized customer engagement management solutions
• Discussing the future of customer driven “predictive” engagement
• Scalable, compliant and secure mobile-first customer engagement

TiE Silicon Valley

Twitter:   @tiesv

21:  Inhi Cho Suh – GM Watson Customer Engagement, IBM – MarTech Track TiE Inflect 2018

Inhi Cho Suh, GM Watson Customer Engagement at IBM, discusses the human and business impact of Artificial Intelligence (AI), and how AI combined with other disruptive technologies such as IOT and Blockchain are drastically transforming different industries including HealthTech, FinTech, MarTech, and more.

• How AI and machine learning is transforming customer engagement
• Creating real-time personalized experiences using AI
• Identifying the challenges of AI and offering solutions
• Employing an AI powered platform to holistically analyze customer data and deliver the best possible customer experience

Twitter:   @TheNextWeb

22:  Danielle Levitas (App Annie) on How to Grow Customer Engagement through Mobile | TNW Conference 2017

Danielle Levitas, Senior Vice President and Research and Analysis team lead at App Annie, talks about how to grow customer engagement through mobile. With most customers mobile today and a good part of them spending 2+ hours a day on mobile apps, she emphasizes the importance of mobile-first marketing. This video also covers the importance of using customer data to understand what consumers want and expect and how to use mobile apps to create an intimate level of engagement with a customer.

• Why and how to reach out to customers on mobile devices
• Growing customer engagement through mobile app interactions
• Increasing ROI and building a better business through apps

Twitter:  @Comm100

23:  [Webinar] Social Media Best Practices for Effortless Customer Engagement

Research from Gartner predicts that in the next two years almost 90% of all companies will be providing customer support on social media. This webinar video shows how to build meaningful customer relationships by providing stellar customer service through a variety of social media channels.

• Social media best practices for effortless customer engagement
• Dealing with rising expectations and providing instant/near-instant responses
• How to handle social media customer service queries
• Social media excellence checklist

Twitter:   @adtech

24:  Game On: How Gamification Drives Sales & Customer Engagement

In this video, CRO Samantha Skey from RecycleBank and leading executives from NativeX, Electronic Arts, and SponsorPay discuss relevant case studies of how brands and businesses can use gamification to push sales and increase customer engagement. Going beyond just reward points and tokens, they discuss strategies that can be borrowed from gaming to attract new leads and gaining customer loyalty.

Download our guide on  how to use gamification to improve call center performance !

• Importance of gamification to drive sales and enhance customer experience
• Offering rewards to customers for user-directed opt-ins
• ‘Mobile to in-store’ and ‘in-store to mobile’ customer engagement

Karan Verma

25: Artificial Intelligence in Customer Engagement

Karan Verma, product manager for Dry Ice at HCL Technologies, discusses Artificial Intelligence (AI) and machine learning and the millions of variables involved in delivering the data to be used to drive customer engagement.

• When to employ machine learning vs. human interaction
• How large-scale enterprises can use AI to enhance customer engagement
• Discussing current and future trends in AI
• Building the gap between different marketing platforms to engage a customer in their customer journey

Twitter:  @CityGro

26:  Innovative Ideas That Increase Your Customer Engagement

A live podcast video by CityGro, a company that builds marketing and client retention tools, discusses how to build customer loyalty and keep people coming back, and how businesses can improve customer retention and develop marketing strategies to better engage customers.

• Exploring innovative ways to get people to engage with your business, brand, and loyalty programs
• Getting direct feedback from customers to help businesses improve their customer experience
• Discusses the tools CityGro offers to increase customer engagement through gamification, scratch cards, and more

Twitter:   @PitneyBowes

27: Predictive Analytics + Customer Engagement = Bad Debt Prevention

Bad debt costs millions per year for utilities. Predictive analytics and properly tuned in customer engagement can alleviate and prevent many of these losses. This pre-recorded webinar has some of the foremost experts in the areas of analytics, utility companies and customer success.

• See how predictive analytics as well as a customer service strategy can prevent bad debt
• Using data to determine where your collection efforts are best spent by likeliness to pay
• Keep more debt from becoming delinquent based on indicators before payments are missed

Tom Tsongas, PMP, CSM

28: Customer engagement

This slide presentation gives an overview and discusses key aspects of customer engagement. It explains how customer engagement is the process of fostering and optimizing the relationship with the consumer, as well as the necessary steps that need to be taken to produce the most viable deliverable. It emphasizes the need for improving customer satisfaction scores and giving the customer a lasting impression of your brand.

• Difference between internal and external customers
• Challenges in engaging internal customers
• Internal customer engagement lifecycle
• Key methodologies to achieve customer engagement

David Williams

Twitter:  @HOWTOEXPERIENCE

29: Customer engagement 5 vectors

This slide presentation is shared by David Williams, Director of iPoint Solutions Ltd., in which he discusses the five vectors of customer engagement. The slides discuss the need to shift from efficiency to effectiveness and the importance of having direct engagement with the customer.

• 5 vectors of customer engagement
• Expanding opportunity with smart everything
• Offshoring and re-shoring
• Keeping up with the competition

Raghvendra Saboo

Twitter:  @jumoora

30: In-Store Customer Engagement & Analytics

This slide presentation primarily discusses the importance of in-store customer engagement and ways to improve it. It also shares analytics of customer behavior and how to grab engagement analytics of the ever connected and the ever-browsing customer. It also shares market evolution details and case studies of a couple of leading organizations.

• Enhancing experience related to shopping at physical stores
• The behavior change brought by E-commerce
• Leveraging proximity techniques and cloud NFC smart tags
• Value proposition of brands

Emilia D’Anzica, MBA, PMP

Twitter:  @emiliadanzica

31: Driving Product Advocacy: Customer Engagement

This slide presentation discusses the importance of having an engagement program and key strategies to jumpstart customer engagement in your organization. It also shares recent customer analysis and platforms that can be used for customer relationship management and offers guidance on creating an action plan for your engagement program.

• Analysis of customer journey
• Gamification of customer experience
• Strategies for mobilizing your network
• Action plan for continuous engagement

Twitter:  @plumb_five

32: Autonomous Customer Engagement

The slide presentation focuses on implementing AI that is capable of autonomous human-like customer engagement. It advocates the use of Plumb5 which is a unified data platform that is built using the concepts of a real-time decision process. It renders seamless engagement between touch-points like web, mobile, email, SMS, and other channels of communication.

• Introduction to Plumb5 platform
• Data preparation for individual customers
• Connecting all data sources
• Unification technique
• Machine learning workflow
• Segmentation and dynamic personalization

Twitter:  @Ogilvy

33: Equipping Engagement with Wearable Tech

This slide presentation talks about wearable tech that can function as a multi-disciplinary analysis. It discusses smart body apparel and various factors such as personal, environmental, and physical that come into play when designing and implementing with wearable tech.

• How to stay consumer-centric
• Utilizing mobile devices and connected watches
• Today’s wearable tech eco-system

Richard Sedley

Twitter:  @richardsedley

34: 4th Annual Online Customer Engagement Survey

This series of slides are from the 4th annual online customer engagement survey report of 2010. The presentation comments on the report, provides an executive summary and goes into an in-depth discussion regarding customer management. It discusses the importance of repeated interactions that strengthen the emotional, psychological, or physical investment of the customer in the brand, product, or company.

• Behaviors and dimensions to consider for customer engagement campaigns
• Importance of message relevance and medium selection for customer engagement
• Improving online customer engagement
• Increasing value delivered and long-term customer engagement

35: Creating Customer Engagement Strategies

This presentation created by Richard Sedley, CEO at EY-Saren, is a series of slides discussing various factors, mediums, and analysis that can be used for creating effective customer engagement strategies.

• Permission based marketing
• Touch strategies
• Proposition development
• Psycho-graphic profiling
• Behavioral targeting
• Contextual targeting

OgilvyOne Worldwide

36: eCommerce: The Crucible of Customer Engagement

This is a series of slides that talk about the core-essentials or ingredients of customer engagement. It discusses how mobile users and millennials are going to drive the future. It focuses on developing customer engagement and enhancing customer experience by a combination of either physical or digital stores, along with the application of continuous commerce.

• Using M-commerce to drive E-commerce
• Location marketing
• Instant Gratification Marketplaces

Twitter:  @davidleeking

37: Freak Out, Geek Out, or Seek Out: Dealing with Tech Change and Customer Engagement

The series of slides in this presentation talk about the rapid technology changes that need to be made to boost customer engagement. It talks about the changing web, which is a decentralized, two-way channel for public communication in real-time and also how to deal with the ever-changing competition landscape.

• Dealing with pocket web
• Enhancing visitor experience
• Improve touch-points
• Dealing with change

SAP Customer Experience

Twitter:  @SAP_CX

38: 44 Facts Defining the Future of Customer Engagement

This slide presentation offers a series of facts that gives an idea of where customer engagement is headed in the future. It shares statistics related to customer engagement in different fields such as electronics, banking, hotels, and the retail market.

• Necessity of engaging customers on social media
• Statistics relating customer spending with customer experience
• Effectiveness of customer usage algorithm
• Importance of being customer-centric

Braze (formerly Appboy)

Twitter:  @Braze

39: What is Customer Engagement

This series of slides gives an in-depth understanding of customer engagement. It talks about the process of actively building, nurturing, and managing relationships with customers. The customer journey is no longer linear, which makes creating a customer engagement strategy more complex. Therefore, it is easier to sell to an existing customer than acquire a new one.

• Customer acquisition and metrics marketing
• Leveraging CRM data to better understand customers
• Segmentation to increase the relevancy and effectiveness of campaigns
• Using multiple channels for maximum impact

Twitter:  @marketo

40: 5 Marketing Strategies for Customer Engagement

This series of informative slides discusses the upcoming “engagement economy” as the foreseen new era. It presents the 2017 marketing benchmark report and shares success stories that have worked for leading organizations.

• Need for an engagement platform
• Quality of engagements
• Personalized engagement
• Custom scoring models
• Multi-touch reporting

Twitter:  @Alterian

41: The Future of Customer Engagement

This series of slides aims at predicting the future of customer engagement. It talks about how the definition of customer engagement has changed with evolving customers, social change, and customer demands that drive marketing. It discusses how to identify the challenges in delivering customer engagement and how these challenges can be addressed.

• Strategies in customer engagement
• Identification and addressing challenges
• Customer engagement maturity model

Twitter:  @MarTechConf

42: The Four R’s of Customer Engagement for Marketing Success

This presentation discusses digital transformation and the key difference between customer experience and customer engagement. It talks about the science of marketing, and how marketing has evolved with machine learning and omni-channel architecture.

• Right message
• Right channel

David Leonarde

43: Top 7 winning customer engagement strategies for your business

This series of slides discusses some of the key strategies that are vital for increasing customer engagement. It talks about the importance of humans being multi-dimensional and how they can be engaged on other levels that are not directly related to the company’s product. It discusses the sharing of stories and how providing customers with real time benefits are keys to continuous customer engagement.

• Engage and enroll customers by sharing your story
• Use customer data effectively to generate relevant content
• Share customer reviews on social media
• Attempt to engage customers on an emotional level

Demand Metric

Twitter:  @DemandMetric

44: Customer Engagement Playbook

This series of slides shows a step-by-step guide to improve the engagement level of customers and make your organization customer-centric. It talks at length about initiatives that need to be taken to improve customer engagement, and understanding the strength and weakness of the organization to design the most effective customer engagement plan.

• Customer journey mapping
• Initiative preparation and technology selection
• Strategy selection for customer engagement and advocacy

Amazon Web Services

Twitter:  @awscloud

45: Customer Engagement in the Age of Digital Transformation

The digital customer leaves behind an explosion of data that is collected across all touchpoints. This series of slides gives a walkthrough of the research and industry analysis conducted in the field of customer engagement. It also educates about how Amazon Web Services (AWS) and FICO can help in building better customer engagement for your organization.

• Data driven, highly scientific approach to optimize omni-channel customer experience
• Using existing customer data to predict future behavior
• Model outbound and real-time customer interactions to create effective campaigns
• Core benefits of using AWS

Techedge Group

Twitter:  @techedgegroup

46: Design for Customer Engagement: Digital Marketing Strategy

This series of slides focuses on identifying all of the relevant technological components that seamlessly integrate with one another. It further discusses that end-to-end digital marketing strategies are key to developing a strong customer base for any organization.

• Search engine marketing and related online campaigns
• Accurate application of the digital marketing funnel
• Developing a successful digital marketing strategy

Twitter:  @servicenow

47: How to Develop Winning Customer Engagement Strategies

This series of slides teach how to develop customer engagement strategies that increase customer satisfaction and brand loyalty. The presentation talks about the advent of the digital customer and how to use omni-channel methods to build trust and engage the customer. It also covers concerns of the company regarding the cost of the campaigns and how to optimize budget limits.

• Customer engagement in the digital era
• Personal value chain of customers
• Multichannel customer engagement
• Analysis of Dialog Axiata Group case study

MIT Sloan Management Review

Twitter:   @MITSloan

48:  Turning Data into Customer Engagement

Here is a very data-based slide presentation reviewing “key findings” from the 2018 Data & Analytics Global Executive Study and Research Report. If you’re not using any form of analytics at the moment, the results found may convince you to start.

• Using analytics is a competitive advantage that continues to improve
• The data provided by analytics is improving customer engagement for those employing it
• Experienced analytics users are using more data points to improve engagement
• The power of sharing data

The Digital Insurer

Twitter:   @DigitalInsurer

49:  Customer Engagement in a Connected World

A great set of useful slides from a series of presentations at a conference specifically from insurers. There are four distinct presentations all dealing with the topic of improving both customer engagement and customer experience. While it is intended for insurers, the strategies are broad and can benefit nearly any industry.

• How insurers can specifically drive customer engagement by embracing the “age of the customer”
• How AI and Machine Learning can improve customer experience
• Insights into the customer via online engagement
• “Uplifting” the experience of an insurer’s customer

Kissmetrics

Twitter:   @Kissmetrics

50:  Data-Driven Storytelling: How To Use Qualitative and Quantitative Insights To Create Content That Fuels Your Business

A long title that says exactly what to expect within the slides. Kissmetrics is known for quality content as well as creating tools that give incredibly useful data. This presentation deals with both creating good content and using it to the fullest for data-backed engagement.

• A clean-cut definition of good content, how to “cut through the noise” and telling good stories
• Detailed, itemized list of the ways storytelling content can fuel your business objectives
• Further resources to continue your data and storytelling journey

What customer engagement strategies are most crucial to your organization in the digital world? Tweet at us  @CallMiner  and let us know! 

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The Top 20 Customer Service Job Titles [with Descriptions]

What are the best Customer Service job titles for you and your team? You’ve got a lot (Customer Service, Customer Experience, Customer Success, Customer Care, etc.) to choose from.

I reviewed 164 Customer Service job titles searched for by candidates (and employers!) to find the best titles for you to choose from. This mini-report is the latest chapter in Ongig’s series called  Job Titles: The Definitive Guide .

Below you’ll find:

• What is Customer Service? — Best practices on roles and department names.
• Customer Service Org Chart — The standard hierarchy for Customer Service department positions
• The Top 20 Most Searched-For Customer Service Titles — A pie chart of the top 20 Customer Service positions that candidates search for on Google.
• 10 Customer Service Job Titles and Descriptions — A list of the top 10 Customer Service job titles and descriptions that employers request. Plus a bonus job description: Account Manager (could be customer service, or could be considered sales, depending on the company.)

What qualifies as a customer service job?

What is customer service? Here’s a nice definition by  Salesforce :

“Customer service is the support you offer your customers — both before and after they buy and use your products or services — that helps them have an easy and enjoyable experience with you. Offering amazing customer service is important if you want to retain customers and grow your business.”

Companies use many variations of “Customer Service” job titles. Here are a few examples:

• Customer Support (Workday uses)
• Customer Success (Twitter uses)
• Customer Experience (Slack uses)
• Customer Care (Lyft uses)
• Customer Happiness (Under Armour uses)
• Client Care (IBM uses)
• Client Service (Robert Half uses)
• Call Center/Call Centre (SiriusXM uses)
• Guest Services (Google uses)
• Customer Delight (Zomato uses)
• Business Relationship (Linkedin uses)
• Partner Support (Amazon uses)

The “customer service” role has evolved over the years too:

“The main difference between service today and service 10 years ago is that customers expect premium service to be built-in from the first sales or marketing interaction and carry through to the moment they ask for help, post-purchase, and back again.” (source: What is customer service? Definition, importance & tips , Zendesk)

What is customer success?

What is the difference between customer support  and customer  success?

“Customer Success” titles (e.g. Customer Success Manager (CSM)) have become a widely-used title for cloud/SaaS companies. The CSM at a SaaS/Cloud company is the person who owns the account once sales has closed it. A CSM is critical because the majority of revenue from a SaaS client comes from renewals and upsells. SaaS companies using Customer Success positions include:

A SaaS company might still use “customer service” as a role but it will likely be one that responds to customer request “tickets” in which a customer has a problem with the software. The customer success manager, on the other hand, will be the person having strategic calls with the client such as a quarterly business review or renewal call.

What is an account manager?

There can be a fuzzy line between customer service and account management.

For example, the role “Account Manager” is most often a sales role that hunts for new business (e.g. Lenovo uses Global Account Manager for a “Proactive Solutions Selling” position). However, Account Manager is also sometimes used as a customer service/customer success role focused on supporting and growing an existing  account. 

Here are a couple of Account Manager positions with a customer service/success aspect:

• Pitney Bowes uses Client Account Manager for a role that mostly supports existing customers (while also supporting the sales team)
• eBay uses Ad Solutions Account Manager for a pre- and post-sales role to cultivate sellers on its platform;
• Checkpoint Software uses Regional Account Manager to develop existing channel partnerships

To help clarify when an Account Manager is more of a sales role, a best practice is to put “Sales” in the job title. Examples:

• Google uses Sales Account Manager to develop and grow; agency relationships (part sales part retention).
• Red Bull uses Sales Account Manager for growing existing store business;
• Century Link Sales Account Manager to develop existing sales in a given territory.

Customer Service Job Titles Hierarchy

Here’s a typical org chart of Customer Service position titles.

• Chief Customer Officer (CCO) – Chief Experience Officer, Chief Client Officer, Chief Customer Service Officer
• Vice President of Customer Service – Customer Service Executive, VP Customer Experience, VP Client Services, SVP Global Customer Service
• Director Customer Service –  Customer Experience Director, Director of Client Services, Director of Implementation, Voice of the Customer
• Customer Service Manager (CSM) – Customer Success Manager, Call Center Supervisor, Implementation Manager, Relationship Manager, Client Services Manager, Customer Experience Manager, Manager of Customer Success
• Individual Contributors – Customer Service Representative, Call Center Representative, Implementation Specialist, Customer Service Agent, Implementation Consultant, Customer Care Representative, Customer Trainer, Support Specialist, Customer Advocate
• Entry Level – Customer Service Assistant, Customer Success Intern, Trainee Technical Support, Customer Service Trainee

Here’s a longer list of titles by each row of the pyramid with little more texture on each:

Job Titles for Customer Service Leaders

Here are the top 10 titles I found candidates and employers using for Customer Service leaders:

• Chief Customer Officer (CCO) (Hubspot uses). Interesting note: Only 10% of companies with $20 million or more in sales uses the CCO title; source:  Tomasz Tunguz
• Chief Experience Officer (CXO) (Northwell Health)
• Chief Client Officer
• Chief Customer Service Officer
• Head of Customer First (Uber uses)
• Head of Global Customer Service
• Head of Customer Success (Asana uses)
• Chief Experience Officer
• Head Global Customer Service (Wayfair uses)
• Head of Customer First (Okta uses)

VP of Customer Service Titles

Here are the top 12 titles I found candidates and employers using for Customer Service Vice President titles:

• Vice President Customer Service (eBay uses)
• Customer Service Executive
• VP Customer Experience
• VP Client Services
• Customer Operations Executive
• VP of Client Success
• Vice President of Customer Success
• SVP Client Management
• Customer Experience Executive
• Customer Solutions Executive
• SVP Global Customer Service (PayPal uses)
• Senior Vice President Customer First (Okta uses)

Director of Customer Service Titles

Here are the top 11 most used Customer Service director titles:

• Customer Service Director
• Customer Experience Director
• Director of Client Services
• Director of Implementation
• Director of Customer Service
• Voice of the Customer
• Member Services Director
• Director of Guest Services
• Customer Success Team Lead (Asana uses)
• VP Client Relationship Manager
• Senior Director Customer First (Okta uses)

Customer Service Manager Titles

There are numerous Customer Service Manager alternative titles to use. Here are the top 18 I found candidates and employers using:

• Customer Service Manager (CSM)
• Customer Success Manager
• Call Center Supervisor

Relationship Manager

• Client Services Manager
• Implementation Manager
• Customer Service Supervisor
• Customer Care Manager
• Guest Services Manager
• Manager of Customer Success
• Client Care Manager
• Partner Support Manager
• Services Account Manager
• Dedicated Customer Service Manager (Asana uses)
• Member Services Manager
• Regional Manager Customer Success (Linkedin uses)
• Customer Delight Manager (Zomato uses)

Individual Contributor Customer Service Titles

When you get to the individual contributor level of Customer Service positions, there is more granularity. Here are the top 25 I found candidates and employers using:

Customer Service Representative

• Call Center Rep

Implementation Specialist

• Customer Service Agent
• Implementation Consultant
• Customer Care Representative

Support Specialist

Customer advocate.

• Client Service Associate
• Client Service Representative
• Client Advocate
• Customer Engineer
• Guest Services Agent
• Guest Services Coordinator
• Customer Service Expert
• Client Service Rep
• Customer Service Engineer (HPE uses)
• Customer Experience Specialist
• Client Care Specialist
• Customer Service Expert (Salesforce uses)
• Customer Happiness Agent
• Customer Success Architect
• Customer Experience Agent
• Customer Success Specialist (Twitter uses)

Entry-Level Customer Service Job Titles

Examples of entry-level Customer Service titles include:

• Customer Service Trainee
• Entry Level Client Service Intern
• Customer Success Intern
• Customer Service Assistant
• Customer Experience Intern
• Trainee Customer Support

Top Customer Service Job Titles (Candidates)

Below is a list of the top 20 Customer Service job titles based on Google queries we found on ahrefs .

Customer Service Representative is the #1 searched-for job by candidates and is also the #1 most requested customer service job description by employers (see Top 10 list below).

Top 10 Customer Service Job Titles and Descriptions (Employers)

Below are the top 10 Customer Service Job Description titles employers request on Google, according to ahrefs .

I’ve included a brief description for each as well as the # of job title searches per month by employers.

A Customer Service Representative, also commonly called a Customer Service Agent or Customer Care Representative is a customer-facing employee who receives calls, manages complaints, and answers customer requests. A Customer Service Agent is also responsible for:

• Solves customer problems
• Helps achieves customer goals
• Sends customer communications

# of job title searches per month: 2,700 ; Customer Service Agent: 150; Customer Care Representative: 100

Customer Service Manager

A Customer Service Manager supervises a team of customer service employees. A Customer Service Manager facilitates customer growth and issue resolution. Other responsibilities of a Customer Service Manager include creating customer service procedures, documenting policies and standards, and set clear customer goals.

# of job title searches per month: 1,000 ; Customer Success Manager: 500; Customer Service Supervisor: 300

Call Center Representative

A Call Center Representative maintains customer databases, fields customer calls, and resolves problems. Other tasks of a Call Center Representative include:

• Troubleshooting for clients
• Adding product features for customers
• Finding solutions for clients

# of job title searches per month: 400

A Relationship Manager, popular in the banking industry, is responsible for setting up client meetings, looking for potential new customers, and staying up to date on regulations. A Relationship Manager is commonly called a Client Services Manager or Client Relationship Manager. Duties of a Relationship Manager may also include assessing customer needs, conducting customer satisfaction reviews, and document action plans.

# of job title searches per month: 400 ; Client Services Manager: 250; Client Relationship Manager: 150

A Support Specialist is a link between a company’s service or product. A Support Specialist is tasked with:

• Managing customer complaints
• Providing technical support
• Supplying product information to clients
• Analyzing customer needs
• Opening new customer accounts

# of job title searches per month: 300

Call Center Manager

A Call Center Manager leads a staff of call center support agents. A Call Center Manager is responsible for managing the day to day operations of a call center and improving call center processes. A Call Center Manager also recruits and trains new employees, and tracks their productivity. Managing call center budgets is also a task of a Call Center Manager.

# of job title searches per month: 250 ; Call Center Supervisor: 200

An Implementation Specialist or Implementation Consultant supports a customer after their purchase of a product or service. The main duties of an Implementation Specialist include:

• Managing the implementation of a product or service
• Configuring and setting up a product or service
• Managing the project schedule
• Training clients on a new system or product

# of job title searches per month: 250 ; Implementation Consultant: 100

Chief Customer Officer

A Chief Customer Officer leads the customer service team in an organization. A Chief Customer Officer creates systems to improve customer service and the customer’s experience. A Chief Customer Officer also develops employee training programs related to optimal customer experience. The Chief Customer Officer works with the senior management team to solve customer problems and create long term plans for customer retention.

# of job title searches per month: 150

Client Services Director

A Client Services Director leads a team of customer support representatives. Top tasks of a Client Service Manager include:

• Managing client support workflow
• Creating a customer service strategy and goals
• Auditing employee performance
• Leading client relationship meetings

# of job title searches per month: 150 ; Customer Service Director: 100

A Customer Advocate studies customer needs and provides support to their customers. A Customer Advocate helps satisfy customer needs and maintains an open line of communication with clients. A Customer Advocate also manages issue resolution and provides recommendations for improving customer service.

# of job title searches per month: 100

Account Manager

An Account Manager is a link between the sales and customer service teams in a company. The duties of an Account Manager are:

• Manages sales relationships with customers
• Maintains existing client relationships
• Understands customer demands
• Identifies new sales opportunities for existing clients
• Establishes client budgets

# of job title searches per month: 4,400

Creative Customer Service Job Titles

There are some quite funny job titles for Customer Service. One startup calls their Customer Support people “Consultants” and their managers “Coaches”. Here are a few other creative customer service job titles.

• Chief Chatter Call Center Manager
• Geek Squad Agent  (Customer Service Agent)…Best Buy uses Geek Squad Agents to repair and  upsell clients
• Genius  (Customer Service Person)…Apple uses it at Apple Store
• Happiness Hero  (Customer Service Representative)…Buffer
• Head of Customer Wow  (Head of Customer Service)

Thank you, Customer Service Job Title Experts!

In addition to the sources cited above, special thanks to these experts on Customer Service titles:

• Swetha Ameresan’s article on  What Exactly Does a Customer Service Rep Do?
• Peter Jones’ article on  6 Skills You Need to Become a Call Center Representative
• Total Job’s  Relationship Manager job description
• Study.com’s article on  Customer Support Specialist: Job Duties & Career Info
• Daniela Puzzo’s article on  7 Things Great Call Center Managers Do Every Day
• Steve McDonnell’s article on  Implementation Specialist Job Description
• Swetha Ameresan’s article on  How to Become the Chief Customer Officer (CCO)
• Nandini Jammi’s article on  What Is a Customer Advocate?
• What is customer service? Definition, importance & tips (by Courtney Gupta)
• TestBox article on 18 Customer service phrases to delight your customers

Why I wrote this?

My team and I share this research on Customer Service job titles to help you optimize your own titles. This supports our mission to transform job descriptions. Check out  Ongig.com  to learn more.

June 3, 2020 by Heather Barbour in Job Titles

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• Job Titles (44)
• Leadership (4)
• Microsites (6)
• Networking (5)
• Recruit Veterans (1)
• Recruiters (18)
• Recruiting Metrics (2)
• Recruiting Process (7)
• Recruiting Software (13)
• Recruiting Strategies (32)
• Recruiting Videos (12)
• Recruitment Marketing (10)
• Recruitment SEO (9)
• Social Recruiting (21)
• Talent Acquisition (9)
• Talent Airport (2)
• Technology (8)
• Trends (11)
• University Recruiting (3)
• Video Job Descriptions (9)
• Writing Job Descriptions (40)

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Customer Service CV

Customer service cv presentation, free google slides theme and powerpoint template.

If you are a customer service representative, this is your template! Design a cool resume that shows details about your studies, previous positions and experience! Get ready for your next application!

This theme uses a curriculum vitae structure. The pink background shows organic shapes in red, light red and blue. We have also added some circles in white! Further, as this template has to do with customer service, we have included some illustrations related to this area, together with a lot of speech bubbles. The fresh sans serif fonts are great for a cool presentation like this one!

Features of this template

• An abstract template with organic shapes
• 100% editable and easy to modify
• 19 different slides to impress your audience
• Contains easy-to-edit graphics, maps and mockups
• Includes 500+ icons and Flaticon’s extension for customizing your slides
• Designed to be used in Google Slides and Microsoft PowerPoint
• Available in different formats
• Includes information about fonts, colors, and credits of the free resources used

How can I use the template?

Am I free to use the templates?

How to attribute?

Attribution required If you are a free user, you must attribute Slidesgo by keeping the slide where the credits appear. How to attribute?

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