Industries - Professional Services - The Experience Manager

Client Experiences

that exceed expectations every time


Collaboratively design unforgettable service experiences for anyone, anywhere.

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Who are your clients?

Depending on the services you sell, you might define your clients generally or segment them into different groups or personas. The Experience Manager enables you to design digital and physical experiences for any persona, segment, or client type you choose. Build experiences tailored directly to individual client needs and create lifelong brand loyalty through every interaction or touchpoint you deliver.

Referrals

Focus your team on a shared goal or vision

It may seem like common sense but setting measurable goals that your company can work towards achieving isn’t an easy thing to do. The Experience Manager gives you the ability to share a high level vision, or specific goals with every team in your company, and unifies their daily efforts towards designing the ultimate service experience.

Mapping Your Client Journey

Successful businesses understand that client conversion and brand loyalty are achieved at a granular level. By designing amazing service experiences interaction by interaction a company can control every aspect of their relationship with their clients. The Experience Manager enables service companies to collaboratively design client journeys with powerful design tools and real-time communication between teams.

Marketing
Team
Outside
Sales Team
Inside
Sales Team
Service
Delivery Team
Client
Management Team
Client
Management Team

The Marketing Team facilitates discovery by...

The Marketing Team generates opportunities for potential clients to discover your company and introduces them to the services you offer. They manage advertising, lead generation, and a host of other tasks that target prospective clients and convert them into the sales cycle.

Using The Experience Manager the marketing team can...

The Marketing Team can easily define a goal for brand discovery that aligns with the goal of the overall experience. Team members can collaboratively design creative campaigns, marketing strategies, or any other pieces to the marketing plan needed to convert leads into prospects.

The Outside Sales Team converts leads into prospective clients by...

The Outside Sales Team converts leads into prospective clients by providing more detail about your services and what specifically you’re going to deliver. They also tailor services to fit the needs of prospective clients and begin building a program around service delivery.

Using The Experience Manager the Outside Sales Team can...

The Outside Sales Team can easily define a conversion goal that aligns with the goal of the overall experience. Team members can collaboratively design sales presentations, brochures, or any other pieces of the conversion process needed to convert prospects into clients.

The Inside Sales Team formalizes the partnership by...

The Inside Sales Team formalizes the partnership by providing quotes or contracts to potential clients. They’re also in charge of client onboarding, service scheduling, and billing. Ultimately they deliver the client to the Service Delivery Team.

Using The Experience Manager the Inside Sales Team can...

The Inside Sales Team can easily define a sales goal that aligns with the goal of the overall experience. Team members can collaboratively design sales proposal templates, customizable contracts, or any other pieces of the sales plan needed to convert prospects into paying clients.

The Service Delivery Team delivers contracted services by...

The Service Delivery Team delivers services to the client based on the parameters provided in the contract . They’re ultimately responsible for delivering the results that the client expects to be achieved within the agreement.

Using The Experience Manager the Service Delivery Team can...

The Service Delivery Team can easily define a service delivery goal that aligns with the goal of the overall experience. Team members can collaboratively design best practices, delivery protocols, or any other pieces of the service delivery plan needed to fulfill the contract.

The Client Management Team gathers evaluations and client feedback by...

The Client Management Team follow up with clients to ensure the contract was fulfilled to their needs and expectations. They also gather valuable feedback to improve the service delivery process leading to increased client happiness and engagement.

Using The Experience Manager the Client Management Team can...

The Client Management Team can easily define a client evaluation goal that aligns with the goal of the overall experience. Team members can collaboratively design feedback channels, surveys, or any other pieces of the client evaluation plan needed to gain insights from the client for improvement.

The Client Management Team retains clients by...

The Client Management Team retains clients by staying connected through various communication channels including service discounts, loyalty programs, and by staying in touch to identify any future service needs.

Using The Experience Manager the Client Management Team can...

The Client Management Team can easily define a client retention goal that aligns with the goal of the overall experience. Team members can collaboratively design incentive programs, engagement events, or any other pieces of the client retention plan needed to keep clients engaged with the company.

The Marketing Team facilitates discovery by...

The Marketing Team generates opportunities for potential clients to discover your company and introduces them to the services you offer. They manage advertising, lead generation, and a host of other tasks that target prospective clients and convert them into the sales cycle.

Using The Experience Manager the marketing team can...

The Marketing Team can easily define a goal for brand discovery that aligns with the goal of the overall experience. Team members can collaboratively design creative campaigns, marketing strategies, or any other pieces to the marketing plan needed to convert leads into prospects.

The Outside Sales Team converts leads into prospective clients by...

The Outside Sales Team converts leads into prospective clients by providing more detail about your services and what specifically you’re going to deliver. They also tailor services to fit the needs of prospective clients and begin building a program around service delivery.

Using The Experience Manager the Outside Sales Team can...

The Outside Sales Team can easily define a conversion goal that aligns with the goal of the overall experience. Team members can collaboratively design sales presentations, brochures, or any other pieces of the conversion process needed to convert prospects into clients.

The Inside Sales Team formalizes the partnership by...

The Inside Sales Team formalizes the partnership by providing quotes or contracts to potential clients. They’re also in charge of client onboarding, service scheduling, and billing. Ultimately they deliver the client to the Service Delivery Team.

Using The Experience Manager the Inside Sales Team can...

The Inside Sales Team can easily define a sales goal that aligns with the goal of the overall experience. Team members can collaboratively design sales proposal templates, customizable contracts, or any other pieces of the sales plan needed to convert prospects into paying clients.

The Service Delivery Team delivers contracted services by...

The Service Delivery Team delivers services to the client based on the parameters provided in the contract . They’re ultimately responsible for delivering the results that the client expects to be achieved within the agreement.

Using The Experience Manager the Service Delivery Team can...

The Service Delivery Team can easily define a service delivery goal that aligns with the goal of the overall experience. Team members can collaboratively design best practices, delivery protocols, or any other pieces of the service delivery plan needed to fulfill the contract.

The Client Management Team gathers evaluations and client feedback by...

The Client Management Team follow up with clients to ensure the contract was fulfilled to their needs and expectations. They also gather valuable feedback to improve the service delivery process leading to increased client happiness and engagement.

Using The Experience Manager the Client Management Team can...

The Client Management Team can easily define a client evaluation goal that aligns with the goal of the overall experience. Team members can collaboratively design feedback channels, surveys, or any other pieces of the client evaluation plan needed to gain insights from the client for improvement.

The Client Management Team retains clients by...

The Client Management Team retains clients by staying connected through various communication channels including service discounts, loyalty programs, and by staying in touch to identify any future service needs.

Using The Experience Manager the Client Management Team can...

The Client Management Team can easily define a client retention goal that aligns with the goal of the overall experience. Team members can collaboratively design incentive programs, engagement events, or any other pieces of the client retention plan needed to keep clients engaged with the company.

Why The Experience Manager will ensure success for your Professional Services Brand.

Use powerful tools to design immersive interactions for your clients.

Ideas

Create a holistic experience dashboard for your company and manage every client experience your company produces.

Dashboard

Create a company-wide channel for sharing ideas to improve your experiences. Turn your team's best ideas into improvements in your professional services experience with just a few clicks.

Stats

Track your team's client experience engagement and see your progress over time with intuitive performance reporting and powerful metrics.

Ideas

Create a holistic experience dashboard for your company and manage every client experience your company produces.

Dashboard

Create a company-wide channel for sharing ideas to improve your experiences. Turn your team's best ideas into improvements in your professional services experience with just a few clicks.

Stats

Track your team's client experience engagement and see your progress over time with intuitive performance reporting and powerful metrics.

We're making

better everyday


Feedback and suggestions are reviewed by our leadership team and implemented quickly so you continue to get the best experience management tool on the market.