Should Intelligent Appointment Scheduling Be Your Bank’s First ‘Phygital’ Investment?
Even as the lines between physical and digital channels continue to blur, many banks and credit unions are struggling to prioritize the people and financial resources needed to reach their goals and deliver a truly omnichannel and personalized in-branch experience. A new report from WBR Insights’ Future Branches division, Enabling In-Branch Associates Through Phygital Initiatives, […]
Event & Classes Diaries: Needham Grand Tasting
This blog is part of a short series called “The Events and Classes Diaries”, where we recount our own experiential marketing journeys to highlight the power of classes and branded events in creating an exceptional customer experience. On Fridays, my kids have swim team practice at the Needham YMCA on Great Plain Avenue. In theory, it’s great […]
Community bankers: Providing the Right Millennial Buying Experience
Today’s Millennial consumers expect a modern experience when choosing a financial services provider. Whether it’s a bank, credit union, or wealth management advisor, Millennials want to engage when, where and how they want, across multiple channels. Web, mobile, app, or phone — all represent viable Millennial engagement options that financial services sellers must tailor to […]
5 Cold Calling Techniques That Really Work
If you fear public speaking, you aren’t alone. And if you’re a salesperson who dislikes cold calling, you aren’t alone either. In fact, studies show that 80% of new salespeople fail to meet their quotas because of call reluctance. But like anything else, the secrets of successful cold calling can be learned – and we […]
Event & Classes Diaries: Anti-aging Skincare at Sephora
This blog is part of a short series called “The Events and Classes Diaries”, where we recount our own experiential marketing journeys to highlight the power of classes and branded events in creating an exceptional customer experience. At Engageware, we work with some of the most innovative brands in the world. And we’re proud of […]
The Long Trail Ahead
This blog is part of a short series called “The Events and Classes Diaries”, where we recount our own experiential marketing journeys to highlight the power of classes and branded events in creating an exceptional customer experience. On a recent drizzly morning, I pulled out my chewed-up leather hiking boots to get primed for autumn […]
Is It Native? Should I Care? What to Consider When Buying Salesforce Apps
Salesforce’s AppExchange is a rich destination for Salesforce users, allowing administrators to select and download from over 3,000 applications that help fulfill business needs across the spectrum of Salesforce users. Increasingly, customers have come to Engageware with questions related to our own AppExchange listing, Scheduler for Salesforce, and inquired about the status of our application and […]
Why it Might be Time to “Flip Your Script”
Dreamforce is always a great conference and Engageware enjoys participating each year. That’s partly because of the great venue and wonderful sessions that are offered, but its mostly because Dreamforce is the perfect opportunity to talk to customers, find out what their pain points are, and have open and honest discussions about how to solve […]
Finding the Right Mix: Blending the Physical & Digital for an Optimal In-Branch Experience
The change? A shift in focus, from buying products to building relationships. The way people buy has changed. Today’s consumers want customization, not generalization. The challenge? Matching the convenience of the on-demand economy, where consumers have instant access to infinite options, while providing the personalized connections and experience that brick and mortar locations offer. The solution? […]
How to Build a Customer Success Team in 8 Easy Steps
We’ve all heard the old adage that “A penny saved is a penny earned,” but have you ever applied that logic to customers at your organization? Most businesses focus heavily on customer acquisition and generating new sales, but they often forget that keeping your existing customers is just as important and often more important than […]
Why Social Media Engagement is Important for Your Business
Successful marketing depends on creating an omnichannel customer experience that is integrated across platforms, and that includes leveraging social media engagement as a means of reaching customers. People spend hours every day on their phones and on social media, and if you’re not capturing at least some of their attention, that means that they’re engaging […]
New B2C buyer experience data says in-person appointments are key to successful customer engagement
Yesterday Engageware released data from our survey on the state of the B2C buying experience, and respondents made it overwhelmingly clear that B2B brands should consider appointment scheduling to deliver the personalized buying experiences preferred by today’s consumers. The Engageware-sponsored survey, “What Buyers Want: The State of the B2C Buyer Experience,” complements our recent data […]