how to do a customer service presentation

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

how to do a customer service 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!

Author: Content Team

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How to create an effective customer service presentation (+design tips)

Customer service is one of the most crucial elements of any business. You can have the best product or offer the lowest price, but if your customer service is subpar, it will be challenging to develop and thrive in a competitive landscape. On the other hand, excellent customer service can enhance your brand’s reputation, keep current clients happy, and help attract new ones through referrals.

This is where customer service training becomes a key strategy. And what better way to walk your team members through their responsibilities than with a customer service PowerPoint presentation? Let’s now break down the importance of this type of presentation and how it can help set your business up for success.

What’s a customer service training presentation?

Customer service PPT is a means of educating employees on the principles and best practices of effective customer service. It usually includes slides and visuals that explain how to handle difficult situations or client questions through calls, emails, or face-to-face interactions and explain the importance of good customer service.

Benefits of a customer experience presentation

A thorough understanding of client service expectations and guidelines can set your business up for success in various ways, including:

More qualified customer support agents

The main purpose of customer service presentations is to train staff members who will be providing service to clients. When properly trained, your employees can complete their responsibilities to company standards and deliver exceptional service to your clients.

Effective service for your clients

If a customer has a problem and needs someone to listen and help resolve it, but your support team lacks customer service training, it can lead to various issues, including losing them as a customer. On the contrary, when clients receive quality service from your employees across all channels, they feel valued and are more likely to come back or recommend your product or service to someone else.

Improved brand reputation

Reviews from customers, whether on Facebook, TikTok, Twitter, Google, or sites like Sitejabber and Trustpilot, can have both a positive and a negative impact on your business. That’s why putting your customers first and providing excellent service to them can help build a strong reputation and establish your company as an industry leader.

What to put in your presentation on customer service

According to top experts at our PowerPoint design company , your slides have to touch upon the following topics:

Conflict resolution best practices
Product/service knowledge
Communication styles
Most common customer issues
Reasons for customer complaints
Understanding who has authority for specific tasks
Approaches to building relationships with clients
Ways to measure success

Here are some key components of a well-crafted PPT presentation on customer service:

Introduction: An explanation of why customer service is important and how it affects the business.
Company values & mission: How customer service connects with what the company believes in and aims to achieve.
Customer service standards: Guidelines on how employees should act when interacting with customers.
Communication skills: Tips and techniques for effective verbal and non-verbal communication.
Customer experience: Ways to improve customer service quality and go beyond what they expect.
Problem-solving: Top methods for resolving clients’ issues and dealing with common complaints.
Role-playing scenarios: Examples and role-playing activities to help employees practice and get better at customer service.
Performance metrics: Ways to measure customer service performance and why reacting to feedback is essential.
Q&A session: An opportunity for employees to ask questions and discuss their concerns or uncertainties.

Now that you know the fundamentals, let’s move on to the top tips for creating an effective PowerPoint customer service presentation.

Expert tips to make your client service presentation more engaging

Creating an engaging presentation on customer services is not easy. If you want your employees to be interested and willing to do what you ask them to, you have to prepare your presentation very carefully and learn how to deliver it in the best way possible. The tips below will help you create slides that catch and hold your employees’ interest so they can engage with the material more effectively and retain the key information faster.

1. Start with a strong opening

This can be anything from a relevant story, statistic, question, or captivating anecdote. Remember, your goal is to hook the audience right from the start.

2. Keep your presentation simple and clear

Organize your thoughts logically, with an introduction, key points, and a solid conclusion. Avoid cluttered slides and complex jargon. Each slide should convey one main idea.

3. Select a consistent color palette and design structure

These should complement your message and branding, not compete with it. Ensure readability by harmonizing colors and employing suitable design elements to emphasize important content.

4. Keep your content concise

You can utilize bullet points, bold text, short phrases, or keywords to convey your message. However, avoid long paragraphs or any unnecessary data on slides.

5. Use visuals

Where appropriate, incorporate engaging images and informative charts to visually represent data and concepts. Remember, visual aids can make complex information more digestible and your presentation more interesting.

6. Include real-life examples

These can be case studies, customer stories, or any other examples your employees can relate to. This way, you’ll make your presentation easier to understand.

7. Engage your audience

Incorporate interactive elements like polls into your presentation. This way, you’ll encourage participation and keep your employees engaged.

8. End with a strong conclusion

Summarize the main points and give the audience a clear call to action. You can also add a memorable closing statement or a quote to reinforce your message.

9. Prepare handouts or resources

Provide handouts, cheat sheets, or additional resources for your employees to take away. This will offer reference material and help them further retain the information presented.

10. Polish your presentation

As the presentation day approaches, give your slides a final look. Review your talking points and make any final tweaks.

Choose a sans-serif font, such as Helvetica or Arial. Fonts like Palatino and Times New Roman can be harder to read at times.
Never use a font size of less than 24 points.
All your headlines should have the same font.
Use bold and different sizes of fonts for subheadings and captions.
Every screen should have a clear label. For the title, choose a larger font (35–45 points) or a different color.
Don’t use more than four fonts in your presentation.
Choose larger fonts to indicate importance.
Use different sizes, colors, and styles (e.g., bold) for impact.
Don’t use too many punctuation marks.
Avoid italicized fonts and long sentences.
Refrain from using all caps (except for titles).
Add a maximum of 6-8 words per line.
Use the 6 x 6 Rule: one thought or 6 words per line and 6 lines per slide max.
Either use light text on a dark background or dark text on a light background. However, light backgrounds are preferable.
Put page numbers and other repeating elements in the same location on each slide.
Don’t put too many colors on one screen.
Use no more than four different colors on a single chart.
Check colors on a projection screen before the presentation, as they can project differently than on your monitor.

Design and graphical elements

Before designing your presentation, look for customer service presentation ideas online.
Standardize styles, positions, and colors.
Keep the details to a minimum and only include essential information.
Use colors that complement and contrast.
Keep the presentation background consistent.
Use a single style for bullets throughout the slide.
Use one or two large images instead of lots of small ones.
Make all images the same size when appropriate.
Arrange images horizontally or vertically.
Use the same border for all slides.
Keep the design uncluttered. Leave empty space around graphical images and text.
Use quality clipart that relates to the slide’s topic.
Use graphical images of the same style throughout the presentation.
Use image repetition to reinforce the message.

Remember, a great customer service presentation comprises relevant information, product knowledge, and company-specific employee guidelines, so plan carefully.

If you require professional assistance with your customer service slides, the certified design experts at SlidePeak are here to help. Our dedicated team can tailor a fully editable customer service PowerPoint template for your company and employees so you can easily customize and update it as needed. Google Slides design experts are also available!

All initial consultations are free of charge and confidential, with no obligation to continue. Call now or fill out our online form, and we’ll get back to you in under 15 minutes!

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40+ Amazing Customer Service Training Ideas, Exercises & Topics

Updated: May 06, 2024

Published: August 26, 2021

When it comes to my relationship with a brand, the most important thing is customer service. Getting customer service right is crucial to the success of your business. Quality customer service will allow you to retain customers, grow your business, and transform customers into loyal advocates for your brand.

Customer service manager training their team

It all starts with training, education, and culture. Companies with a customer-centric culture are 60% more profitable than those without. So, if you ask me, prioritizing customer service is a must. I tend to stick with companies who offer top-tier customer service, even over competitors who can offer a cheaper alternative, and I don’t think I’m in the minority on that.

In this article, I’ve compiled 40+ customer service ideas to help optimize your training and provide inspiration for reps looking to up their customer service game. Read on to start moving the customer service needle!

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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

Free Customer Support Training Template

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

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100 Day Goals

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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. Actual calls can give you insight into real expectations, and input from team members can provide a unique perspective to help reps constantly improve.

I was no stranger to call reviews when I worked at HubSpot Support, and I’ve been on both sides of the review as a new hire and a team lead. Let me tell you from experience that your growth areas will become exceedingly clear when you know someone is listening!

Featured Resource: Customer Support Training Template

Download this template, 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 for a meeting and 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. Like many others, I’m a visual learner, so I find strong visuals very beneficial in a training scenario.

PowerPoints are a proven format for customer service training; however, if you 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, try storytelling. With this presentation, the speaker retells relevant experiences to their audience. They recap what happened, why, and how they overcame it. This gives the audience an actionable plan and 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 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 and then opens the floor for the audience to ask questions. This is great for smaller audiences because everyone can participate in the group discussion. Q&A’s are an excellent format for keeping employees engaged, but they 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. While that diversity is great for fostering new ideas, it can also lead to friction between teammates.

You must ensure all employees work towards the same goal as an owner or manager. Sensitivity training is an exercise that helps employees understand their professional goals and 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, conducting sensitivity training regularly is essential. This will remind employees how to treat one another and 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 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 user‘s perspective. They can relate to customers’ frustration or disappointment when something goes wrong or expectations aren't met. That way, when working with real customers, they better understand what people are going through and how to resolve their issues.

This tip is golden, as someone who has been both a customer and a customer service rep. I believe that empathy is at the heart of excellent service, and what better way to develop that than to walk a mile in the customers’ shoes?

7. Social Media Training

Social media is a critical component of a robust omnichannel support solution. In fact, customers expect excellent 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, and I’ve done it myself. Needless to say, you’ve got to allocate some team resources to social media support.

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 that teaches them social media use might be helpful ( Here's one from HubSpot Academy ). That way, communication will be smoother on social channels and 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 how it‘s put together step-by-step. Educate them about where your product’s resources come from and how the manufacturing process is carried out daily. This can benefit employees who work less closely with your products.

If your product is software, it can be tricky to deconstruct. 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 I worked at HubSpot Support, we often received support calls from IT professionals. Being able to speak their language and relay relevant technical details confidently delighted these customers and made them feel well taken care of.

9. Corporate Culture Training

Corporate culture is paramount for your service team. That’s because your customer service time is the main customer-facing arm of your business. If they don‘t believe in your company’s culture, your customers won’t either. As a customer, I can always tell if a customer service rep is genuinely invested in my success or if they just want to close my case, and that difference comes down to culture.

Corporate culture training doesn‘t have to be extensive, but it should be consistent. Employees should be reminded daily 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 the company‘s values and what it expects from its employees. This will help you hold employees accountable and show customers you’re committed to creating a positive experience.

10. Crisis Communication

In my experience, how a company handles a crisis can make or break my relationship with them as a customer. Excellent crisis handling is honest, transparent, and makes you feel like everything is handled appropriately.

Successful companies don't wait for a problem; 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, try the exercises below to improve your 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

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 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 providing 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 and 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 allows them to practice new techniques they may have yet to try. 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

Support teams should regularly take turns giving presentations during group lunches. The topic doesn't matter — it can be work-related or a presentation about their recent vacation photos or an organization they volunteer with. Whatever the subject, 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 unfamiliar with using a product or service. The lunch and learns will also provide a safe space for reps to practice and learn about each other outside of work. When I worked at HubSpot support, I found lunch and learns and other informal training scenarios instrumental in my development and incorporation into the team.

5. Meditation

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

No matter how hard you try, sometimes you might get the blame for a problem that‘s entirely 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 during a busy workday. If you can’t step away from your desk for an entire mediation session, I find it very helpful to just check in with myself and focus on my breath for a few moments. A long inhale followed by a short breath hold and an even longer exhale always relaxes me in just a few seconds.

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 challenging moments with customers. Apps like Headspace or YouTube videos can help if you want to practice as a team.

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.

Don't forget to share this post!

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[Updated 2023] 30 Best Customer Service PowerPoint Templates For Success in Business

Malvika Varma

What differentiates one business from another? What added value does a successful organization provide that compels a customer to opt for it instead of its competitors?

The answer is “Customer Service”

Eight of every 10 customers will revisit and buy again if your customer service is excellent. Conversely, 90% of customers will leave without warning if your service is pedestrian. Despite being aware of the importance of customer service, many business owners struggle with handling this critical aspect of their operations, resulting in significant losses to their bottom and top lines.

If you're facing the same challenges as others and finding it difficult to attract and keep customers, we offer a solution through Powerpoint Templates. These resources can help you to effectively equip and empower your customer service team, enabling them to provide exceptional service to your customers.

30 Best Customer Service PowerPoint Templates To Download

These templates will build on your team’s strengths, supplementing them with skills needed to turn every consumer into a valuable customer. The 100% customizable nature of the templates provides you with the desired flexibility to edit your presentations. The content-ready slides give you the much-needed structure.

Let’s begin!

Template 1: Customer Service Training Curriculum PPT Presentation

Download this Customer Service Training Curriculum

This Customer Service Training Curriculum is a comprehensive program designed to equip your team with the skills and knowledge they need to provide outstanding customer service. This curriculum addresses the critical aspects of customer service, including communication, problem-solving, conflict resolution, and empathetic listening. It combines interactive training modules, concepts, and case studies, enabling participants to develop and practice their skills in a supportive learning environment. This course is designed to align with your organization's culture, values, and goals, enabling your team to deliver a consistent and exceptional service experience to your customers.

Using this curriculum, you can learn about multiple customer service channels, acquire diverse skill sets, and handle different customer types effectively. In addition, this educational deck provides greater clarity on customer engagement, experience, and service. Download it now and begin enhancing your customer service expertise.

Template 2: Implementing Proactive Customer Service PowerPoint Presentation

Download this Customer Service Presentation

This PowerPOint presentation provides a comprehensive framework for implementing proactive customer service strategies, enabling you to stay ahead of your customers' needs and exceed their expectations. Using this helpful resource, you can accelerate digital transformation projects, collaborate with IT and businesses to drive efficiencies, and create new customer engagement models. This content-ready template will also guide you on applying sophisticated Machine Learning and Artificial Intelligence techniques to optimize service delivery performance. Download it now!

Template 3: Customer Service Toolkit PPT Template

Download this customer service toolkit presentation

If you want to equip your customer service team with a service toolkit to improve customer satisfaction levels, reduce customer churn, and build long-term customer loyalty, this PPT Template is an ideal pick. It entails essential components of a customer service toolkit such as capability model, value streams, change management plan, implementation, software requirements, etc. It also educates you on selecting the best vendors and building long-lasting relationships with them. The best part is that this complete toolkit also provides pre-designed graphics for RACI Matrix, Project charter, and Checklists. Download this PPT Template today to build a dedicated customer service team!

Template 4: Customer Service Process Flow Template

Download Customer Service Process Flow PowerPoint Presentation

Highlight the effective and efficient customer service strategies by introducing this client support PowerPoint complete deck. Leave an everlasting impact on the client by incorporating our content-ready customer service PowerPoint template stating the customer service procedure in a detailed manner. Comprising of 16 slides, the organization can showcase the improved KPIs, and flow charts for its valued customers. Download this attractive PowerPoint theme to help your employees in making data-driven decisions and work towards personalizing the user experience.

Template 5: Dealing with Difficult Customers

25 Best Customer Service PowerPoint Templates For Success in Business

Download our Comprehensive Customer Service Training Course

There is nothing more heart-warming than a polite, firm, and knowledgeable customer agent winning over a difficult customer through logic, persuasion, and an attitude of service.

The golden rule for difficult customers, however, is to remember that the customer is not always right, but he/she needs to be treated with respect at all times .

Our Course on ‘Dealing with Difficult Customers’ starts with an exercise to let trainees step into the shoes of a difficult customer to see where does the difficulty lie?

Difficult customers are divided into five kinds. We list these and the keywords that customer service staff must use to handle these individuals. These are:

Aggressive customer (Sorry, then offer a solution)
Indecisive customer (Discounts/free samples)
Complainer (Paying full attention, excellent listening skills)
Impatient customer (Prompt response, quicker resolution)
Know-it-all customer (Sincere compliment on their knowledge)

A general mind-map that the trainer is encouraged to internalize in his/her trainees is the Empathy, Control, Advocacy (ECA) approach.

In the seven practical, role-play activities that follow, we discuss scenarios that, inevitably, arise in customer service. The USP of our course is giving excellent sample answers to each of these situations. You may customize these, according to the business you are in.

The goal is to help your business realize its potential, with even the converted ‘difficult’ customer rooting for you.

Template 6: Customer Care Management PPT Presentation

Download Customer Care Management PowerPoint Template

Reinforce a great service culture in your company by discussing the responsibilities of a customer service team with the help of our pre-designed client care management PowerPoint theme. This customer service PowerPoint template can be included in a company presentation to emphasize the importance of customer satisfaction provided by your enterprise. Recruitment agencies can also download this striking consumer service PPT layout to describe the job responsibilities to the candidates.

Template 7: How to Delight a Customer

30 Best Customer Service PowerPoint Templates For Success in Business

Customer service is such a hands-on business discipline that sometimes it can lull management into perceiving it as a cost center than a revenue center. “After all, a non-complaining customer is the best outcome any business can have,” so goes the orthodox belief.

The reality, however, is that a non-complaining customer might never-ever be your customer again. To add insult to injury, businesses may never even know why, without employing customer service as a guide.

A paradigm shift is needed to use customer service as a tool to delight your buyers and turn them into steadfast supporters. In customer delight, the key is to exceed expectations; mere satisfaction is not enough.

Our Course on How to Delight Customers starts with an activity that aims to inculcate positivity and empathy.

The idea is to transform the customer journey from attraction, and engagement to delight.

On downloading the module, we hand-hold you through the journey of ensuring that delighting customers becomes your additional key competency.

Ensuring customer delight provides businesses the benefit of word-of-mouth promotion, something of a rarity these days.

Our course includes training material and offers Key Performance Indicators (KPIs) we well to monitor your progress.

Template 8: Customer Service Team Review

Download Customer Service Team Review PowerPoint Presentation

Showcase the critical aspects of improving client service by employing this content-ready customer service PowerPoint complete deck. The customer service training process for ensuring better retention, customer satisfaction, and loyalty can be efficiently discussed by introducing this attractive PowerPoint layout. Using this PPT, give a detailed overview of your customer care team about the key performance indicators, customer satisfaction score, team performance comparison, first response time, etc.

Template 9: Customer Service for Middle and Top Management

Customer service is today, such an important part of the business that it sees frequent reviews from the middle and top management.

Our Course on Customer Service for Middle and Top management is future-ready material. A download benefits the corner-room occupants in not having to reinvent the wheel. They can just dip into our content as and when needed. For instance, sizing up the customer service team on the seven key skills we enlist and then preparing a list to fill gaps in training if any.

To make the CEO’s job easier, the module lists out questions that he/she should be asking. We dig deep into customer satisfaction, customer retention, and lifetime value to ensure ‘Customer Happiness’.

We also list out the KPIs that need monitoring. Our course advocates that businesses must immediately ACT upon customer feedback. Then, it is mission-critical to put the feedback in a format, where you gain insights into customer behavior.

Our module includes two templates illustrating these, which are Customer Effort Score and Customer Satisfaction Surveys .

Before we end, we shift our lens to Digital Customer Service (DCS), the new-age tool that is allowing businesses to aim for real-time resolution of customer woes.

Template 10: Customer Service Strategy Steps and Procedure

Download Customer Service Strategy Steps And Procedures PowerPoint Presentation

Employ customer service PowerPoint template to help employees understand the importance of client satisfaction to boost business. This ready to use customer service PowerPoint complete presentation comprises of 16 templates to explain customer service steps, customer service procedure, customer service process improvement, etc. Our customer centricity PowerPoint theme can be of great use to discuss the strategies with your employees to enhance the customer experience. Accelerate the growth of revenue by retaining customers and generating leads by the strategies described in our striking PPT background.

Template 11: Customer Success PPT Presentation

Download Customer Success PowerPoint Presentation

Achieve business goals and targets by impressing your clients with our attention-grabbing customer service PowerPoint template. With the assistance of this striking PPT complete deck, the management can elaborate on customer acquisitions, retention, churn rate, brand promotions, etc. Companies can list all the vital components of a successful customer success strategy by incorporating this professionally designed client satisfaction PowerPoint presentation. Promote your brand image by downloading customer success PPT layout and portraying their vision of client service.

Template 12: Service Excellence

Download Service Excellence PowerPoint Presentation

Present your client service programs by including our service excellence PowerPoint template to your meetings. Win clients in an extremely competitive environment using our customer-centric PowerPoint complete deck by outlining the services your enterprise offers. You can highlight the key steps, roadmap, and statistics to showcase the progress of your customer retention with our template. Download this customer service PowerPoint theme to elaborate on excellence steps like respect, validate, inspire, cultivate, and engage.

Template 13: Customer Relationship Management

Download Customer Relationship Management PowerPoint Presentation

Employ our customer relationship management PowerPoint template to establish good relations with customers at all points during the customer lifecycle. This customer care PowerPoint complete deck is included with slides on customer initiatives, customer perceived value, and emphasis on better user experience. By utilizing this pre-designed PPT layout. You can discuss the CRM model, lifecycle management, CRM stages, E-CRM process, current lead status, lead and deal acquisition by effectively communicating the data with our template.

Template 14: Customer Satisfaction Survey Feedback

Download Customer Satisfaction Survey Feedback PowerPoint Presentation

Feedback gives an insight into the customer experience hence plays a significant role which can be discussed with the client service PowerPoint template. Customer satisfaction indicators can be efficiently elaborated in our striking PowerPoint layout. The parameters on which customer satisfaction depends can be addressed with our attention-grabbing PPT layout. You can also describe the process of feedback by utilizing this customer service PPT background.

Template 15: Internal Customer Services

Download Internal Customer Services PowerPoint Presentation

Internal customer services of enterprise can be described to your audience with the assistance of our client satisfaction PowerPoint template. Utilizing our professionally designed consumer services PowerPoint complete deck you can clearly state the responsibilities and expectations by the customer service team. The methods of improving customer interaction can also be discussed by incorporating this striking PowerPoint theme.

Template 16: Customer Relationship Management Strategies

Download Customer Relationship Management Powerpoint Presentation

Strengthen the relationship between user and company by utilizing our pre-designed customer PowerPoint template. Comprising of 70 slides, with the help of our consumer-centric PowerPoint complete deck, you can effectively state the CRM model and customer lifecycle management. Customer retention economics can be described to the employees to formulate the strategy by utilizing this customer service PPT theme. By incorporating this detailed consumer PPT layout, CRM capabilities can be highlighted to portray the efficiency of the enterprise.

Template 17: Customer Service Review

Download Customer Service Review PowerPoint Presentation

Enhance customer service experience by incorporating our content-ready PowerPoint template. By utilizing our customer service review PowerPoint complete deck, you can motivate your employees to improve customer service skills. The customer service model and the factors involved to strengthen the relationship with the customer can be highlighted with the help of this striking consumer service PowerPoint theme. State the customer satisfaction goals your enterprise wishes to achieve to accelerate the success of your business.

Template 18: Customer Insight

Download Customer Insight PowerPoint Presentation

Download our professionally designed content-ready customer insight PowerPoint template to collect the required information about the users. This customer service PowerPoint complete deck can efficiently describe the consumer insights and develop the consumer retention strategy accordingly. With the help of this ready-to-use customer care PowerPoint theme, you can showcase your data and findings in an attractive manner.

Template 19: Customer Satisfaction and Feedback Template

Download Customer Satisfaction And Feedback PowerPoint Presentation

Have an impactful brand image by incorporating our professionally designed customer service PowerPoint template. Highlight your enterprise’s dominance in the market by incorporating our detailed consumer insights PowerPoint complete deck. Showcase the key metrics determining the factors using the graphs and charts included in our content-ready customer-centric PowerPoint background.

Template 20: Service Management Template

Download Service Management PowerPoint Presentation

Showcase the metrics of customer satisfaction by introducing this attention-grabbing consumer service PowerPoint template. You can discuss the six principles of service excellence by employing our professionally designed customer care PowerPoint complete deck. You can efficiently describe the roadmap towards sales due to customer service excellence with the help of this pre-designed PowerPoint theme.

Template 21: Customer Acquisition Plan

Download Customer Acquisition Plan PowerPoint Presentation

Showcase the strategy of acquiring new clients and retaining existing ones by incorporating our eye-catchy customer service PowerPoint template. Utilize our professionally designed PPT complete deck to highlight the marketing and sales checklist to track the customer inclination and interests. Download this extensively researched content ready consumer-oriented PowerPoint presentation to discuss the methodologies of improving skills of the customer service team.

Template 22: Retaining Customer and Loyalty

Download Retaining Customer And Loyalty PowerPoint Presentation

Establish a firm ground of your organization by incorporating our ready to use customer service PowerPoint template. Discuss the services offered by your company to attract clients in an efficient manner by employing this striking consumer-oriented PowerPoint complete deck. You can highlight the benefits given to loyal customers and the consumer loyalty life cycle in detail by using this PPT layout. Customer Service Templates can be employed for brainstorming sessions.

Template 23: Customer Service Strategy

Download Customer Service Strategy Operations PowerPoint Template

Showcase the various factors of customer service strategy with the assistance of this attractive PowerPoint template. The aesthetics of this content ready PowerPoint layout instantly grabs the attention of its audience. Download our customer service PowerPoint background to elaborate on the structure, role, and responsibilities of the client care assistance team.

Template 24: Customer Service Quality

Download Customer Service Solution PowerPoint Template

Showcase the significance of an outstanding customer service team by using this striking PowerPoint template. Highlight the stepwise procedure of customer service by downloading our pre-designed PowerPoint theme. You can discuss the effectiveness of each step in a detailed manner by incorporating our customer care PPT theme. Customer Service Templates are customizable and perfect for office use.

Template 25: Customer Service Capabilities

Download Customer Service Capabilities PowerPoint Template

The customer service team of an organization has a lot of responsibility as they make direct contact with customers and can understand their concerns. Showcase the outstanding capabilities of the customer service workforce and acknowledge their contribution to increasing the revenue by downloading our infographic consumer PowerPoint theme. Recruitment agencies can utilize this striking customer care PPT background to state the eligibility criteria of the candidate.

Template 26: Customer Service Trends

Download Trends Shaping Customer Service PowerPoint Template

Describe the fundamentals of a good customer service team by employing this content ready PowerPoint template. Our professionals have designed this consumer-oriented PowerPoint layout after extensive research so that you don't have to start from scratch. HR of the company can make use of our handy customer service PPT background to explain the role of the skilled customer care team to the new joiners by employing this template. Customer Service Templates are important for induction sessions.

Template 27: Customer Service Icon

Download Customer Service Icon PowerPoint Template

This attractive customer service PowerPoint template can be used for highlighting the significance of a dedicated consumer assistance team in the organization. You can also download this attractive PPT background to display the outstanding employees and acknowledge the efforts in increasing the sales. Showcase the strengths of the consumer service department of your enterprise by listing the targets achieved by them.

Template 28: Customer Service Business Model

Download Customer Service Business Model PowerPoint Template

Give a detailed description of the customer service strategy of your organization by incorporating our pre-designed PowerPoint template. Showcase the model and the key role customer satisfaction plays in their retention by utilizing our content ready customer-oriented PowerPoint layout. Managers can employ this attractive PowerPoint layout to effectively explain the customer service business model to its juniors.

Template 29: Customer Service Retention

Download Customer Service Retention And Satisfaction Dashboard PowerPoint Template

Introduce this infographic customer service PowerPoint template to highlight the different factors of client satisfaction. With this eye-catchy customer retention PowerPoint theme, you can impress your viewers by providing all the essential information in a precise manner. Employ this client study PowerPoint background to discuss the statistics gathered to study customer interests and make the strategy accordingly. Customer Service Templates are easy to download and use.

Template 30: Digital Experience

Download Digital Experience PowerPoint Template

A good customer experience ensures the retention of the client which can be elaborated by utilizing this attractive PowerPoint template. Highlight the different aspects of customer service such as marketing, IT management, human resources, and other operations and discuss their roles by employing this pre-designed PPT layout.

Having the client's best interest at heart builds a strong positive relationship that is directly related to business success. Set yourself apart from the rest and establish a praiseworthy business by investing in an exemplary customer service team.

“The goal of a company is to have customer service that is not just the best but legendary.” – Sam Walton

Cultivate a loyal customer base with these content ready 25 Best Customer Service PowerPoint Templates and move forward in becoming iconic in the business world.

FAQs on Customer Service

What is good customer service.

Good customer service is an approach to serving customers that involves providing prompt, courteous, and effective assistance to meet their needs and resolve their concerns. Here are some key elements of good customer service:

Responsiveness: Good customer service is responsive to customers' needs and concerns. Representatives should be available to assist customers promptly and provide timely responses to their inquiries and complaints.

Empathy : Customer service representatives should understand and empathize with customers' frustrations and concerns. This involves actively listening to customers and showing understanding and compassion towards their situation.

Clarity: There should be clear communication with customers. Representatives should use language that is easy to understand and avoid jargon or technical terms that may confuse customers.

Knowledge : Representatives should have a good understanding of the company's products and services, as well as policies and procedures. They should be able to answer customers' questions and provide relevant information to assist them.

Problem-solving: Solve customers' problems effectively. Representatives should be trained in problem-solving techniques and empowered to make decisions that will resolve customers' issues.

Follow-up: After a customer's issue has been resolved, follow up with the customer to ensure that they are satisfied with the resolution and to see if there is anything else they need assistance with.

Personalization: Treat customers as individuals and not just as numbers. Representatives should personalize their interactions with customers based on their specific needs and preferences.

What are 3 qualities of good customer service?

There are many qualities that contribute to good customer service, but three unique ones are:

Proactivity: A good customer service representative doesn't just wait for the customer to reach out with a problem or concern, but takes proactive steps to anticipate and prevent issues before they arise. This could involve following up with the customer after a purchase, providing helpful tips or resources, or simply being available to answer questions and provide assistance.

Flexibility: An ideal customer service should be able to adapt to each customer's unique needs and preferences. This means being flexible in terms of communication methods, problem-solving approaches, and even product or service offerings. A willingness to be flexible and accommodating can go a long way in building strong customer relationships and ensuring customer satisfaction.

Personalization: A good customer service representative should connect with customers on a personal level and provide a personalized experience. This could involve using the customer's name, referencing their past interactions with the business, or simply showing genuine interest and concern for their needs and preferences. By providing a personalized experience, you can create a more meaningful and lasting relationship with the customer.

What are the basic customer service?

Basic customer service involves providing timely and professional assistance to customers, whether it's in-person, over the phone, or online. This includes having good communication skills and being knowledgeable about the products or services being provided. Effective problem-solving skills are also important, as customer service representatives should be able to identify and address any issues or concerns the customer may have. Providing good customer service requires a commitment to putting the customer first and ensuring they have a positive experience with your business. By providing basic customer service, you can build trust and loyalty with your customers and establish a reputation for quality service.

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Customer Success Presentations: How to Create Decks That Will Wow Your Customers and Drive Upsell and Retention

In a world where experience often is just as important as results, customer satisfaction is no longer enough to find success in an increasingly competitive market. Instead, the focus has turned toward customer success. According to Forrester Research, 72 percent of businesses now say that improving customer success is their top priority.

What is customer success? Let’s start with what it isn’t. Unlike customer satisfaction, customer success is not a measure of how well a product or service meets customer expectations.

Customer success occurs when client expectations are met through their interactions with a company. They might love a product but despise the customer experience, which definitely can impact repeat business.

In fact, a Zendesk report found that 96 percent of customers are likely to change their behavior after a bad customer experience, including 59 percent who said they would stop buying from the company. Perhaps even more concerning, 39 percent said their buying behavior would remain changed more than two years after the negative incident.

“The focus is on all of the interactions your customer has with your company; starting at the earliest touchpoints of marketing and sales, moving through closing and onboarding, and continuing through their entire lifecycle with you,” wrote customer success consultant Lincoln Murphy, author of, “Customer Success Book.”

As a result of its increased importance, customer success strategies have become a primary focus among businesses large and small. In what ways can the company increase its customer success rates to sell more and reduce churn? Then, what is the best way to communicate this all-important strategy to internal and external clients?

Want to design a stellar customer success presentation? Wondering how to best present a customer success strategy? Check out the following five ways to create decks that will wow your customers, drive upsell and boost retention:

1. Create a consistent experience

It’s no secret that any business wants its customers to be satisfied with their experience. Without satisfied customers, no company will meet success— and it’s not enough to provide a positive experience part of the time.

A customer often will form their opinion of a company based on their worst experiences, even if they are few and far between. Since 60 percent of customers told Salesforce that inconsistent experiences were enough for them to switch brands, consistent satisfaction and positive experiences are necessary for true customer success.

Likewise, the strategies featured in effective customer success presentation examples must consistently support a primary goal. Even inexperienced presentation designers can create a consistent slide deck by starting off with one of Beautiful.ai’s various presentation templates , already curated by our skilled artists to support all sorts of goals and objectives.

2. Make it personal

Customers want to feel valued, and therefore personalizing every interaction is key to customer success. What does that customer hope to get from the company? Satisfying someone else’s goals won’t improve the relationship with any customer. Likewise, be sure that your customer success story presentation speaks to a variety of customer expectations.

Of course, if you’re spending time catering your message to a variety of customers, you’ll want to ensure you aren’t wasting time communicating with people who are unlikely to be your customers regardless of their experiences. After all, a company that sells largely to a teen market would be wasting valuable time and resources customizing its strategies to satisfy Baby Boomer expectations.

3. Include social proof

Long before Facebook was a mere glint in Mark Zuckerberg’s eye, before Tom had us picking our top friends for Myspace, even before the phrase, “social media” meant anything, back when the Internet was still like something from science fiction, social proof was an enormous buying factor among most consumers.

If you don’t recall hearing much about it, just replace it with customer testimonials and word-of-mouth advertising. Potential customers might not believe what a salesperson or an advertiser has to say, but they are more likely to listen to fellow consumers tell of their own experiences.

Including positive customer experiences in your customer success story presentation will support your strategies and reinforce your message. The folks at Beautiful.ai know the value of social proof, and therefore have provided users with a customizable Quotation Template among our smart slides . The template is perfect for showcasing customer feedback and fostering trust among potential clients.

4. Identify milestones along the journey

Customer success is about the entire journey, not only the final scene. Therefore, identifying the milestones a customer meets along the way is another key element of customer success. Likewise, effective customer success presentation examples should also feature milestones clients have met along the way. If the customer’s journey is not yet complete, also identify the milestones yet to come.

Since people instinctively respond to storytelling, present the milestones in a story of the customer experience journey. For ideas on how best to present a variety of customer milestones within a storytelling format, reference Beautiful.ai’s library of presentation templates , designed with the perfect slides for practically any purpose.

5. Illustrate your data

Most people will agree that numbers typically don’t lie. It’s no wonder, then, that hard data is powerfully persuasive among consumers. It’s not enough to present the results of a subjective customer satisfaction survey. Qualitative data that supports customer success includes key performance indicators such as repeat sales, increased sales, customer acquisition costs and email engagement— metrics based on real numbers, not opinions.

At the same time, it’s commonly known that bombarding presentation audiences with a series of statistics is a great way to put people to sleep. Instead, make the numbers come to life and truly tell the story of the company’s customer success plan by placing them within engaging infographics .

Don’t become overwhelmed at the prospect of designing a series of colorful and informative charts and graphs, either. Beautiful.ai’s PowerPoint-alternative presentation software features a host of infographics among our library of smart slides . Just enter your data and watch our AI-powered software create the perfect infographics, including bar graphs , pie charts , flow charts , timelines , pictograms and so many more.

Samantha Pratt Lile

Samantha is an independent journalist, editor, blogger and content manager. Examples of her published work can be found at sites including the Huffington Post, Thrive Global, and Buzzfeed.

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How to improve customer satisfaction in a powerpoint presentation.

Are you struggling to keep your audience engaged during PowerPoint presentations? Do you want to leave a lasting impression on your clients? Look no further, as this article will guide you on how to improve customer satisfaction in your presentations, leading to increased interest and better results.

What Is Customer Satisfaction?

Customer satisfaction refers to the level of satisfaction a person feels after using a product or service. It encompasses the customer’s perception of the value received in relation to their expectations. Factors such as product quality, service delivery, and overall customer experience contribute to customer satisfaction. Understanding what customer satisfaction is is essential for businesses to identify areas for improvement and maintain customer loyalty.

Why Is Customer Satisfaction Important?

Customer satisfaction is vital for the success of any business. When customers are satisfied, they are more likely to return, refer others, and leave positive reviews. This, in turn, can lead to increased loyalty and a higher customer lifetime value. It is also crucial to understand the importance of customer satisfaction in order to identify areas for improvement and improve overall business performance.

How Does Customer Satisfaction Affect Business?

Customer Retention: Satisfied customers are likely to remain loyal, leading to repeat purchases and long-term relationships.
Positive Word of Mouth: Happy customers act as brand advocates, attracting new customers through recommendations and positive reviews.
Increased Profits: Satisfied customers contribute to higher sales, enhanced brand reputation, and reduced marketing costs.
Reduced Churn Rate: High customer satisfaction lowers the likelihood of customers switching to competitors, thus reducing churn rate.

To understand the impact of customer satisfaction on business, it is important to consider how it affects various aspects such as customer retention, positive word of mouth, increased profits, and reduced churn rate. To achieve these benefits, businesses should focus on consistent quality, exceptional service, competitive pricing, and continuous improvement based on customer feedback.

What Are the Factors That Influence Customer Satisfaction?

When it comes to customer satisfaction, there are various factors that can greatly influence a customer’s perception of a product or service. In this section, we will discuss the key elements that can impact customer satisfaction and how they play a role in creating a positive customer experience. From the quality of the product or service to the level of customer service, we will uncover the different factors that businesses must consider in order to improve customer satisfaction.

1. Quality of Product/Service

Conduct market research to gain insight into customer needs and expectations regarding the quality of our products and services.
Implement quality control measures to maintain consistency and reliability in our offerings.
Train employees to provide high-quality service and effectively address any product-related inquiries.
Solicit feedback and reviews from customers to identify areas for improvement in our product and service quality.
Regularly update and innovate our products and services based on customer feedback and industry trends, ensuring the highest level of quality.

In a similar approach, a local bakery improved the quality of their products by sourcing organic ingredients, resulting in a significant increase in customer satisfaction and loyalty.

2. Customer Service

Train your staff to be empathetic and attentive towards customers.
Implement a system for swift resolution of customer issues.
Establish clear communication channels for efficient customer support.
Personalize the customer experience to build strong relationships.
Solicit and take action on customer feedback for continual improvement of services.

In 1909, Harry Gordon Selfridge, an American retail magnate, revolutionized the concept of customer service by introducing the motto ‘ The customer is always right ‘ at his department store in London. This set a new standard for businesses to prioritize the needs and satisfaction of their customers.

Understand market pricing and customer expectations.
Offer transparent pricing with no hidden costs.
Provide value through competitive pricing strategies, taking into account the crucial factor of 3. price.
Implement loyalty programs or discounts for returning customers.
Regularly review pricing strategies to stay competitive and profitable, keeping in mind the importance of 3. price in influencing customer satisfaction and purchase decisions.

Did you know that 3. price is a crucial factor influencing customer satisfaction and purchase decisions?

4. Brand Reputation

Brand reputation is crucial when it comes to customer satisfaction. A positive brand image, based on reliability and trust, promotes customer loyalty and contentment. When a brand consistently follows through on its promises, customers are more likely to support the brand and remain satisfied with their experiences.

In 1985, Coca-Cola introduced New Coke , which received significant backlash due to its altered taste. This had a negative impact on the brand’s reputation, resulting in customer dissatisfaction and a decline in sales.

5. Convenience

Location: Ensure convenient access to your products or services through multiple channels and extended opening hours.
Communication: Provide clear and concise information about your offerings, policies, and procedures to make things more convenient for customers.
Technology: Implement user-friendly online platforms and mobile apps for seamless transactions and interactions, adding to the convenience factor.
Feedback: Act on customer feedback to streamline processes and enhance overall convenience.

In the early 20th century, the introduction of self-service supermarkets revolutionized convenience for shoppers, allowing them to independently browse and select items, reshaping the retail landscape.

How Can You Measure Customer Satisfaction?

In order to improve customer satisfaction, it is important to have a way to measure it. This section will discuss various methods for gauging customer satisfaction, including surveys, Net Promoter Score (NPS), and customer feedback. By utilizing these tools, you can gain valuable insights into the level of satisfaction your customers have with your products or services, and make necessary improvements to enhance their overall experience.

Establish the objectives of the survey and identify the specific information that you wish to collect.
Create clear and concise questions that align with the objectives.
Choose the most suitable survey method, whether it be phone, email, or online platforms.
Take into account the timing and frequency of the survey to ensure accurate feedback is captured.
Analyze and interpret the survey data to pinpoint areas that can be improved upon.

2. Net Promoter Score

Understand Net Promoter Score (NPS): Familiarize yourself with the NPS system and its scale from 0 to 10, which is used to measure customer loyalty and satisfaction.
Survey Implementation: Utilize NPS surveys to gather customer feedback by asking the ‘likelihood to recommend’ question.
Segment Responses: Categorize responses into promoters, passives, and detractors based on their rating.
Analyze and Act: Regularly analyze NPS results and take action to enhance customer satisfaction, with a focus on detractors in order to convert them into promoters.
Continuous Improvement: Use NPS as a continuous improvement tool, tracking changes in scores over time.

3. Customer Feedback

Customer feedback , a crucial component of ensuring customer satisfaction, can be gathered through a variety of channels including surveys, online reviews, and direct communication.

How to Improve Customer Satisfaction in a PowerPoint Presentation?

When giving a PowerPoint presentation, it is important to not only convey information but also engage and satisfy your audience. In this section, we will discuss five key strategies for improving customer satisfaction in a PowerPoint presentation. From understanding your audience to using visual aids and incorporating a call to action, these techniques will help you create a memorable and effective presentation that leaves your audience feeling satisfied and informed.

1. Know Your Audience

Evaluate the demographics, interests, and knowledge level of your audience.
Understand the needs, preferences, and expectations of your audience.
Adapt the content, tone, and delivery method to resonate with your audience.
Anticipate potential questions or concerns and address them proactively.
Ensure the presentation aligns with the audience’s objectives and values.

2. Use Visual Aids

Utilize high-quality images and graphics to enhance understanding and retention.
Include charts and graphs to effectively present data and statistics.
Incorporate videos or animations to engage and illustrate complex concepts.

When creating a PowerPoint presentation on improving customer satisfaction, visual aids play a crucial role in capturing and maintaining audience attention.

3. Tell a Story

Craft a narrative with a beginning, middle, and end to illustrate a customer’s journey.
Personalize the story by incorporating relatable characters or situations.
Highlight challenges faced by the customer and how your product/service resolved them.
Use visuals to enhance the storytelling experience and evoke emotions.
End with a satisfying resolution that emphasizes the positive impact of customer satisfaction.

To captivate your audience, infuse your presentation with engaging anecdotes and captivating storytelling techniques, ensuring a memorable and impactful delivery.

4. Use Data and Statistics

Utilizing data and statistics is essential for improving customer satisfaction. By analyzing customer feedback, purchase patterns, and demographic information, businesses can identify areas for improvement.

For example, tracking customer service response times and resolution rates can reveal operational inefficiencies. Additionally, utilizing statistical models can help predict customer behavior and personalize offerings.

Presenting these insights in a PowerPoint presentation can effectively demonstrate the impact of data-driven strategies on customer satisfaction.

5. Include a Call to Action

Evaluate the desired action: Determine what specific action you want your audience to take.
Create a sense of urgency: Encourage immediate action by setting a deadline or offering limited-time promotions.
Provide clear instructions: Clearly outline the steps your audience needs to take to fulfill the call to action.
Use compelling language: Use persuasive and compelling language to motivate your audience to act.
Offer incentives: Provide incentives to encourage your audience to respond to the call to action, such as discounts or free trials.

In 2007, during the launch of the iPhone, Apple included a call to action in their marketing campaign, urging customers to ‘Experience the iPhone today at your nearest Apple Store.’ This call to action prompted a surge in customer engagement and sales.

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Customer Service Strategy

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A customer service strategy is a plan that covers how the company will interact with its customers. A comprehensive strategy includes elements such as hiring the right customer service representatives, providing customer-facing employees with proper training, implementing loyalty plans and using conflict resolution tactics.

In order to be successful, a customer service strategy needs to be implemented in every area of the organization. It cannot just be a part of the customer-facing teams. Instead, customer service strategy needs to come from the top down and align with the overall vision, mission and values of an organization.

The customer service strategy definition also includes having concrete goals. When creating your customer service strategy, think about what you want to achieve. For example, do you want to create a customer service strategy that increases revenue by upselling products, or do you want to reduce expenses by making customer service processes more efficient? Once you have an understanding of the goals of your strategy, you can put tactical plans and programs into effect.

A successful customer service strategy focuses on the needs of the consumer. Instead of guessing what the customers want, organizations need to conduct need-focused assessments through market research, focus groups, satisfaction surveys and customer comment cards. This way, organizations can have a data-centric idea of what their customers need from them.

A customer service strategy should include metrics that help the company to define success. This way, the team can measure progress during the course of the year to see how well they are meeting the goals of their customer service strategy. Metrics can include ratings on online review platforms, comments on customer cards or results for specific surveys completed.

Increase your loyal customer base and stay ahead of the competition with an effective customer service strategy. Our ready-made customer service strategy presentation template helps create a customer-oriented service strategy presentation that focuses on customer service and how to develop one. The first slide with its infographic content highlights 6 follow-through customer service strategies to improve customer service and beat the competition. Step-wise development of an impactful customer service strategy is illustrated with the infographic in the second slide.

As illustrated with the infographics in the third and fourth slides, the customer service strategy template emphasizes 24/7 availability and accessibility of customer service support to customers. Ideal for strategic planners, sales managers, startups, business analysts, operation managers, etc. The template is 100% editable and customizable as per your requirements. You can modify color, text, resize icons and shapes to suit your preference.

This template will be primarily useful for marketers and sales managers when building a sales strategy and promoting a product to new markets. Also, this template can be used by company leaders when preparing their company development strategy.

This template can also be used by startups when preparing a presentation for an investor meeting. University professors can use the slides in this template to prepare their courses on effective sales and product promotion.

The customer service strategy template consists of attractive and engaging infographics to capture your audience’s attention from beginning to the end, and express more in less time. This template has all the tools you need to build a professional and modern presentation. The Customer Service Strategy template will be a worthy addition to your collection of professional presentations.

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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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Home / Business / Top 10 Free Customer Service PowerPoint Templates for Business Professionals

Top 10 Free Customer Service PowerPoint Templates for Business Professionals

Do you have an upcoming business presentation? Is the deadline ticking down to the day of your speech? Or perhaps, you want to win your audience’s interest and gain some new clients?

Whatsoever could be the reason for your next presentation. Creating a presentation for best business results could be really nerve-wracking, especially when it can be a key differentiator between winning a client or losing out to a competitor.

“Building a good customer experience doesn’t happen by accident. It happens by Design.” – Clare Muscutt .

What makes your business unique? What factor add value to your business that influences your customers to opt for your brand instead of your competitors?

In today’s tremendously competitive world, exceptional customer service guarantees to win over your competitors. Organizations that fail to calibrate with market trends suffer losses and eventually vanish. To conquer the market, outshine competitors, and achieve milestones, you need to have a strong client base. Therefore, customer service plays an influential role in making the brand leader among the niche players.

Customer service is often underdetermined or under-valued even though it is the sole link between the clients and business. When you have top-class customer experience, it guarantees success and seals your corporate fate.

Best Customer Service PowerPoint Templates

If you are hunting for PowerPoint presentation templates that give your business presentation a great starting point? Here, you will find the best customer service PowerPoint templates, including both free and premium, which you can download to feature the importance of customer service to your team or stimulate the client’s attention. Now get ready to communicate your business ideas with professionalism and impact supported by the guidance of a business mentor

A great team is the core of a successful project or a business. Oftentimes client wants to know skills and core-competencies of the team with this free meet-the-team presentation template you can introduce your team in a style.

Before signing any deal your clients should be aware of your terms and conditions and business policies. Download this free contract signing template and highlight the important aspects of the business in an appealing way.

Business presentation often after sometimes turns to be boring. Take a break and play some fun games with your audience. This free Jeopardy game template will be perfect as your audience can try their luck and win some exciting prize.

Testimonials or reviews by customers can be great for better customer service, as they can get idea about your product and help them in purchase decisions. With this client testimonial template, you can give a review of your audience in an appealing style.

Imagine a room full of corporate audience. It’s really hard to convince those skeptical audiences. Your presentation should be a great visual story. So here we have free corporate presentation templates that communicate your point with vivid impact.

Business Proposal Free PowerPoint Templates

ideas are important to succeed. Turn your abstract ideas into a presentation using these free business proposal PowerPoint templates. Previously creating a business presentation was a nerve-wracking task. Now curate a business presentation in just minutes with these free business proposal PowerPoint templates.

Free customer service training PowerPoint template

Customer service is a broad term; it involves interaction with clients, representing a company, and much more. Whether it’s before, during, or after-sales, customer service’s goal is to satiate the customers’ needs. And that’s extremely crucial. For that reason, a customer service executive needs to be constantly trained. These customer service training PowerPoint templates will help you train your executives and educate them about the best approaches to resolve conflicts.

When you have a business presentation, that can make or break your career, and you don’t want to rely on default templates. Then you deserve a premium template. Here we have customer service PowerPoint templates packed with high-end features. Customer service is the most crucial aspect of a business. And these customer service PowerPoint templates depict the concept in such a beauty that it’s surely going to stun your audience, and you are surely going to be praised for your efforts.

customer service strategy PowerPoint template

Loyal customers are the biggest asset a company owns. Increase competitiveness, expand a loyal customer base with an effective customer service strategy. With these customer service strategy templates curate, a customer-oriented presentation focuses on developing an outstanding customer service program.

business presentation PowerPoint template

Here is another awesome, premium quality business presentation template that you can download at just a minimal cost of $4.99. This presentation template is best suited for business and corporate presentations.

If you are a fan of simplistic designs. Then these free customer support PowerPoint templates will be right up your alley. The slide comes with a blue background and minimalist design. It’s a well-balanced business slide ideal for any business presentation.

The customer drives the business industry. The customer’s voice is a mechanism that briefs customer journey, experience, and expectations about your product and services. In today’s intensely competitive market, the Voice of customers has gained power. This customer PowerPoint presentation voice comes with compelling shapes and icons representing terms related to customer service, support, and feedback.

PowerPoint Customer Service PowerPoint template

When you want to draft a sales presentation representing your audience about your existing products, services, teams, etc. This PowerPoint customer service template turns to be the best option. This pitch deck template comprises 24 templates, including agenda templates, data-driven graphs and charts, timeline designs, maps, and much more. Download these captivating presentation slides for just $21.

A presentation is all about interesting information and catchy visuals. Finding the exact templates for your presentation is the initial step towards creating a powerful slideshow. Visuals give your presentation the boost you need for a powerful presentation. But you need to do research and gain some knowledge about the best presentation templates. The more you master how to picture your ideas, the more successful your presentation will be.

Here we have added an upshot of all the best Free and premium customer service PowerPoint templates you need to download in 2021.

Which presentation template do you like the most? Did you find the best templates for your next assignment? Let us know which one you downloaded. If you have any other favourite PowerPoint template, let us know in the comments section.

About The Author

Priyanshu Bharat

Priyanshu is a copywriter who loves to tune into what makes people tick. He believes in presenting his ideas with flair and wit, which has made him an expert at standing on stage and charming the pants off of any audience he's faced with. Priyanshu lives for learning as much as he can, so if you ever need help understanding something - just ask!

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10 Customer Service Training Topics & Ideas

In today’s rapidly evolving business landscape, customer expectations are higher than ever. Therefore, in order to meet and exceed these expectations, businesses must look to enhance their customer service.

And the best way to do just that? Optimizing your customer service training. By rolling out comprehensive training to your workforce, you empower your employees to deliver outstanding service and memorable experiences with every interaction.

Like what you hear? Then keep reading to discover 10 essential training topics and ideas to enhance your customer service.

Quick Navigation:

1. What is customer service? 2. Why is customer service important? 3. Customer service training topics

What is customer service?

Customer service is the all-encompassing service you offer to your customers. What this looks like varies from business to business, however, common customer service actions include product information and recommendation, problem-solving, and responding to general questions. Today’s consumers have the option to interact with companies across a multitude of touchpoints that include face-to-face, email and social media.

It’s important for businesses to know the difference between customer service and customer experience. Customer service is one part of the customer experience or, another way to put it, customer service is a single interaction between customer and business, whereas customer experience is the customer’s entire journey with your brand.

Why is customer service important?

Customer service is crucial because it directly impacts a plethora of business areas. Companies with outstanding service outperform those without. Let's take a closer look:

Increased customer retention

Returning customers spend 67% more on average than new ones, making it important to build loyalty. Additionally, 96% of customers say good service is important in their choice of loyalty to a brand, and 89% are more likely to make a repeat purchase after an excellent customer service experience.

Reviews and recommendations

Customer service directly impacts customers’ perceptions of your business. Great service results in great reviews, and negative interactions often lead to poor reviews. And in today’s online world, reviews are more important than ever .

Increased Revenue

The ability of CS to increase sales, foster loyalty, and generate positive recommendations results in increased revenue. In fact, businesses can grow revenue by 4%-8% when they prioritize the customer service experience.

10 customer service training topics

Product-related training

Product knowledge.

The foundation of excellent CS. With an in-depth understanding of the products you sell, your workforce can provide accurate answers to product-related questions, offer practical recommendations, and provide expert insight to your customers about the products they’re interested in.

Today’s consumers are more informed than ever, making it increasingly difficult for store associates to position themselves as experts. In fact, 83% of consumers believe they know more than store associates. But with thorough knowledge of your products and services, employees are empowered to help shoppers with every interaction.

Training tip: Utilize microlearning to increase knowledge retention. Learning the details of every single product can seem almost impossible, but breaking the knowledge down into bite-sized lessons presents the task as more manageable while accounting for our shortening attention spans.

Product demonstration

65% of humans are visual learners, meaning they need to see something happen in order to remember it. Product information is invaluable, but customers may struggle to keep up with the facts in real time.

Employees can improve customer service by taking that extra step and demonstrating how to use the product. Once you’ve finished explaining how to set up the T.V., take the time to show them . Not only does this add to your image of expertise, but consumers will also appreciate you taking the extra time to help them.

🧠 Training tip: Use video to train your workforce on product demonstration. Just like consumers, your employees are visual learners too and will retain information by watching someone else handle the product. Did you know that new employees watching an onboarding video are more likely to retain information vs. 10% when the information is read?

Upselling skills

Upselling is the art of convincing a customer to purchase either an upgraded product or product-related add-ons. When optimized, upselling can increase revenue by up to 30% .

However, it’s important to remember that the customer also benefits. While hearing the word ‘sales’ often conjures up the image of a shady salesman who prioritizes self-interest above all else, upselling is actually a mutually beneficial experience . When done well, upselling presents all available options to the customer and helps them make an informed decision. The sales process then becomes a consultative experience instead of a transactional one. The customer leaves, satisfied with their experience, and the business profits from the sale.

Training tip: Teach basic sales techniques . Product knowledge is important, but it’s useless if employees don’t know how to utilize it. Role-play is an effective way to account for the variety of customers your workforce will face, and enough simulations can help you build a script that acts as an upselling foundation for your team.

Store optimization training

Visual merchandising.

Customer service extends beyond face-to-face interaction, and the layout of your store plays a major role in defining the customer’s experience.

We already know the majority of us prefer visual stimuli, and a further 93% of consumers list visual appearance as an important factor during the purchasing process. Optimizing your visual merchandising draws customers in, assists your workforce during interactions, and improves the overall service.

Training tip: Follow the rule of three. Grouping three items together appeals to our brains' psychological bias of positively responding to things in threes.

Store layout training

A good store layout (whether physical or virtual) can enhance the overall customer experience. Similar to visual merchandising, there’s a psychology that comes with optimizing the layout of your business, such as the customer’s inclination to turn right upon entering a store, or that consumers are easily overwhelmed by cluttered entrances.

Reinforcing the importance of an optimized store layout to your managers and employees can make a huge difference.

Training tip: Provide employees with knowledge hubs so they can access relevant information when they need it.

Tech optimization

Technology is now a vital part of customer service . Chatbots, mobile POS systems , Augmented Reality—all are leveraged to enhance the overall experience. Technology is valued by both customers and employees, ranking third on a list of factors that frontline workers say could help reduce workplace stress.

However, the wrong technological investment can act as a hindrance to your employees, with one-third of all frontline workers saying they do not have the right technological tools to do their jobs effectively. And without an optimized workforce, you can never have an optimized customer service.

Training Tip: We recommend utilizing short, snappy G uides to instruct your workers on how to use new technology. Present practical instructions in a fun and engaging way.

Customer-related training

Active listening.

Listening is a skill we often take for granted, after all, we do it every day. But active listening goes beyond simply hearing the words a customer is saying, instead one must seek to understand the intent behind the words and become an active participant. This often includes reading non-verbal cues, asking open-ended questions, and paraphrasing (among many others!).

When you employ a team of active listeners, it positively impacts customer service and can even increase sales by up to 8% .

Training tip: employ quizzes to test your employees on their active listening! Have them watch a customer interaction via video and ask them what they would have done differently.

Empathy training

Empathy is the capacity to understand the emotional response of the customer, even if the problem is out of your control.

An empathetic workforce is highly valued by consumers. In fact, 96% of consumers view empathy as a key element of customer service, and 61% stopped buying from a company because a competitor offered a more empathetic experience.

Training tip: Role-play really is the best way to mimic real-life situations and improve employee-customer interactions. Variation is key and you should present your workforce with a variety of problems to prepare them for any real-life scenario .

Complaints handling

As most businesses have already discovered: it’s impossible to keep everyone happy. However, it’s how you respond to complaints that define the brand.

This is a chance for your employees to put their empathy and active listening training to the test! Identify the problem, put forward an empathetic response, and resolve the issue.

Training tip: Make training standardized . Many businesses today employ an omnichannel approach where customers can reach out over multiple channels. Consistent service is key to a thriving business, and those who roll out a strong omnichannel approach have increased customer retention and revenue.

Crisis management

Your website crashes. You're short-staffed. Your POS systems are down. Whatever it is, you’re in crisis mode. How do you respond?

Crisis management is about predicting a future crisis and formulating a plan that minimizes disruption and maintains excellent levels of service. Covid was an excellent barometer for crisis strategies, and 30% of respondents agreed they did not have a core crisis management team in place when the pandemic struck.

Training Tip: Formulate a crisis plan. Train your workforce on what steps to take when a crisis occurs. You can’t avoid a crisis forever, so preparing for one is the next best thing.

eduMe is the platform of choice for businesses looking to optimize their workforce training and enhance their customer service. By leveraging the power of microlearning and seamlessly integrating into existing technology, we make it easy to roll out engaging training at scale. After partnering with eduMe, food delivery company Takeout Central experienced a 10% increase in quality of service.

Get in touch with us now to see how we can help!

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Customer Service Presentation Template

Use this presentation template to share key statistics and findings of your customer service surveys..

The color scheme of this template grabs the reader’s attention. Using visual aids greatly improves the readability of your content and keeps the readers engaged.

You can use this template to share customer service tips and tricks, onboard new employees and teach them the dos and don’ts, or remind the seasoned workers of company policies.

Change colors, fonts and more to fit your branding
Access free, built-in design assets or upload your own
Visualize data with customizable charts and widgets
Add animation, interactivity, audio, video and links
Download in PDF, PPTX, MP4 and HTML5 format
Share online with a link or embed on your website

Help your employees become even better customer service representatives with this stunning template, or browse through the other beautiful templates we offer at Visme for more design ideas.

Edit this template with our Presentation Software

Template Specifications

17 Slides, 1366 x 768 pixels – 16:9 Aspect Ratio (HD Presentation Quality)

Customizable

This template can be fully customized. You can edit content, change image(s), apply custom colors, input your own fonts and logo, and more.

Download as a PDF to share with your recipient or generate a shareable link for online sharing.

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Marketing is all about communication, yes - but it's also about making the best possible impression on your target audience. What you're saying is important, but how you choose to say it is equally so. You can only make one first impression, so you'd better make it the best one that you can - and now, thanks to Visme's presentation templates, it's easier than ever to do precisely that.

Loaded with countless stunning, versatile and totally customizable presentation templates , Visme's presentation software makes it possible to design the engaging, creative collateral that you need without requiring years of design experience under your belt. Visme offers presentation templates for every conceivable industry that you're a part of, making sure that the tools are always available to guarantee that your audience will pay attention to your every word.

Our presentation templates are equal parts colorful, visual, vivid and attractive - but they're also easy to use and even easier to edit, as well. These presentation templates also come with a massive number of free stock images for you to use, guaranteeing that you'll always be able to broadcast your message in exactly the right way at exactly the right moment in your relationship with your audience.

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Customer Service Training Course

It seems that you like this template, customer service training course presentation, free google slides theme, powerpoint template, and canva presentation template.

Having a good customer service is essential and also shows how a company takes into account its customers, without which it would be nothing. At Slidesgo, we care a lot about customer service (in fact we have the best to take care of our users) and we want to offer you a template related to this topic. If you are also an expert in customer service, you can share knowledge with this template focused on a workshop. It is full of illustrations, all on a pastel blue background that conveys a very nice feeling.

Features of this template

100% editable and easy to modify
32 different slides to impress your audience
Contains easy-to-edit graphics such as graphs, maps, tables, timelines and mockups
Includes 500+ icons and Flaticon’s extension for customizing your slides
Designed to be used in Google Slides, Canva, and Microsoft PowerPoint
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Includes information about fonts, colors, and credits of the resources used

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Customer Service Business Plan presentation template

A Template to Present Your Customer Service Updates to Your Executive Team

Present your Customer Service strategy for 2018.

Article Last Updated: May 27, 2024

A Template to Present Your Customer Service Updates to Your Executive Team

DOWNLOAD THE 5-SLIDE TEMPLATE

Your Executive Team is a demanding bunch. Short on patience and long on experience, they expect sharp insights delivered in a concise manner. When it’s time to deliver your customer service presentation, make sure your deck and message are on point.

We built this Customer Service Executive Team’s Template to help you adopt best practices that give your message the best opportunity to shine through. You’ll notice it’s nice and short (5 slides) which is your hint to keep it brief. And the design is fairly sparse but with a few eye-catching elements. Your Executive Team doesn’t want flair…but they don’t want to be lulled to sleep either.

Here are example slides from the customer service presentation for your Board:

Boom: The Good and the Bad

In your first slide hit the Executive Team with a summary of the state of your customer service business. Don’t be tempted to stretch it over several slides. Just get to it. Short and sweet. If any of your “misses” are significant, you may want a slide to detail how you will address it going forward.

The Customer Service Metrics That Matter

What are the 3 metrics that really define your customer service strategy ? Make sure these metrics have been agreed upon in previous Executive meetings. Stick to these same metrics and don’t deviate unless you have a compelling reason (and explanation). This will build trust with your Executive Team. You’ll notice the charts are hand drawn. You don’t need to paste an excel or Salesforce chart. You’re not presenting data, you’re presenting metrics and trends. Believe me, it’s faster (and better looking) this way.

The Big Push

With routine business settled, it’s time to focus on your big initiative. Again, if there is a big issue from your business summary slide, that will likely be what you spend your time on for the rest of the presentation. In our example, you’re rolling out a new customer service initiative . This is where you present your overall goal (make sure it hits the top or bottom line), your strategy and a high-level look at the tactics that will get you there.

The Approach

Your Executive Team will (hopefully) surprise you with insights that will strengthen your strategy. Otherwise, what’s the point of presenting to them, right? You’re asking them for help. To poke holes in your strategy. Lay out the key elements of your new initiative on this slide. Keep it clean. Your audience should be able to read your slide in less than 10 seconds and then their eyes and ears should be trained on you.

What Could Possibly Go Wrong?

Let your Executive Team know you’ve considered all the things that can go wrong and you’ve whittled it down to 3 essential landmines. The thinking is, if you know the potential dangers, you can guide your team around them.

Bonus Tips for a Stellar Customer Service Presentation to Your Executive Team

1. Personalize Your Data: Use specific examples or anecdotes related to your customer service efforts. This personalization can make the data more relatable and impactful for your Executive Team. For instance, highlight a particular customer’s journey to illustrate a point about your service improvements.

2. Leverage Visuals: Incorporate visuals like icons, infographics, and short videos to make your presentation more engaging. Visual aids can help convey your message more effectively than text-heavy slides.

3. Rehearse with a Colleague: Practice your presentation with a trusted colleague who can provide constructive feedback. This can help you fine-tune your delivery and ensure you’re communicating your points clearly and concisely.

4. Prepare for Questions: Anticipate the types of questions your Executive Team might ask and prepare concise, thoughtful responses. Having a Q&A slide at the end of your presentation can also facilitate this process.

5. Highlight Quick Wins: Show your Executive Team that you are not only focused on long-term goals but also aware of quick wins that can demonstrate immediate progress. This helps build confidence in your strategy and its implementation.

6. Use Storytelling Techniques: Structure your presentation like a story with a clear beginning, middle, and end. Start with the current state (the problem), then move to the solution (your strategy), and finish with the future state (expected outcomes).

7. Include a Call to Action: End your presentation with a clear call to action. Specify what you need from your Executive Team, whether it’s approval, feedback, or resources. This ensures your presentation has a purpose and a clear next step.

8. Keep Backup Slides: Prepare additional slides with detailed data or supplementary information that you can refer to if needed. These slides can be useful if your Executive Team asks for more in-depth information during the discussion.

9. Be Ready to Pivot: Be flexible and ready to pivot your discussion based on the Executive Team’s feedback or questions. Demonstrating agility and responsiveness can enhance your credibility and show that you are well-prepared.

10. Follow-Up: After the presentation, send a follow-up email summarizing the key points discussed, decisions made, and next steps. This reinforces your message and ensures everyone is on the same page moving forward.

By incorporating these bonus tips, you’ll be better prepared to deliver a compelling and effective customer service presentation that resonates with your Executive Team.

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Client management

How to run the perfect client presentation

Pitching your agency as the perfect fit during a client presentation is daunting.

You have to remember product positioning, messaging, client goals, and most importantly, selling your service. Most of all, a client presentation must add value.

The aim is for clients to envision what it’ll look like if they work with you and how you’ll help them reach their goals. The failure of most client presentations is how they land.

Some are full of text-heavy slide decks.

Others are all about the agency – not the client and their specific goals.

Finding the sweet spot with a client presentation is possible if you stick to the basics and put the client first by answering their biggest needs, uncovering any issues, and confidently explaining why they're worse off without your services.

Let's dive in a little deeper and help you get ready for the big presentation:

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Step 1: Do your research and carefully plan your pitch

Any client presentation starts with a who: who is it for?

The answer is your client.

You should know everything about them before you step into the meeting with them. Go into the room with a good understanding of their business, their industry, and how your services fit into the picture.

Prepare by researching their past projects, understanding their goals, and even studying business presentation examples to ensure your communication is effective.

Start by researching the basics:

What industry are they in?

How big is their company and how big is their team?

What are the main goals they want to hit?

What roadblocks are stopping them?

How can product/service help them?

Look at their website and LinkedIn pages to see what services or products they’re selling. If you’ve done work for similar clients in their industry, check back at past projects and pitches, and see the pain points were you spent the most time.

Then you need to understand the company’s size and more importantly, how they plan to grow and scale their business.

Your client should have plenty of information about them online and a simple about us – like our video below – can help direct your presentation topics and tone of voice.

If you're stuck when making your presentation you can even use prompts to easily generate an AI presentation , which will streamline the process and save you valuable time that would otherwise be spent on slide creation.

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Once you know a little bit about the company, focus on why your solution is right for them.

How you sell your why depends on who you are selling to. A CEO with 200 employees has different challenges to a scrappy startup owner with a couple of employees on the books. Either way, explain your why by:

Acknowledging their pain points. Talk about the client's problems and what they need to do to reach their goals. Show them that you understand their issues and build trust from the start of the presentation.

Asking questions. Presentations shouldn't be a one-sided affair. Asking the client questions makes them feel comfortable and helps you understand their needs.

Introducing your brand as the solution. Tie the client's problems to your product/service. If they need a new website , talk about how you can make that happen and what the process looks like. If they have hit a brick wall with their marketing, explain why they may be struggling and what they can do to change it.

Pro-tip: Researching potential clients can take a lot of energy. You need to ensure that they're a good fit before stepping into a presentation. Get a headstart with presentation research and start using detailed intake forms. Use a tool like Teamwork.com to build customized intake forms and get as much information as possible about a client before sitting down for a meeting.

Step 2: Take care of some housekeeping

Your clients are busy—that’s a given.

But so are you.

Make sure you set some ground rules before the presentation starts so that it runs smoothly. These can be basic rules like:

Always get to the meeting first. Whether the meeting is in the client's office or on Zoom – get there first and early. Give yourself enough time to organize your slide deck and get comfortable with the pitch before the client arrives (or logs in.)

Test your tech. Open your presentation, check that it's working, and test each slide. If you're using a laptop or projector, have it open to the first slide at the start of your presentation, ready for when the client arrives.

Practice your pitch. Is it just you presenting to the client? Do you have a team joining you? Don’t show up to the meeting without a game plan. Rehearse what you’re going to say and how you’ll answer client questions before the presentation.

Cut to the chase. Your client isn’t your friend. Don’t waste too much time with small talk. If the pitch goes well – they'll move forward – not always on your small talk skills.

These steps are so basic that it almost seems like they don't need to be mentioned. But walking into a presentation with a poorly prepared pitch or a slide deck that takes 15 minutes to fix is the fastest way for it to fall flat.

Step 3: Turn the presentation into a marketing funnel

Your presentation should have one goal—getting the client to agree to the next steps or sign a contract.

So, why not design your slide deck like a marketing funnel—with a beginning, middle, and end?

You must tread a fine line between a lecture and a negotiation with client presentations. If the slide deck is too information-heavy, clients can feel like you're speaking at them instead of talking to them.

And if you don't take charge of the meeting, it can go off track and makes it harder to get your client focused on the next steps.

Aim for somewhere in the middle and tell a story where your slides convince the client that your solution is a good fit. Your presentation deck should include these sections:

Beginning: Set the stage and tell the client what the presentation is about, why you’re there, and how you plan on working together.

Middle: The meat of the presentation. Don’t overload the slides with text. They should be a visual background to back up what you’re saying.

End: Use this as your call to action and outlines the next steps. Here, you give the client a reason to book another meeting or sign a contract with you.

Here’s a great example of LeadCrunch turning a presentation into a compelling story. The presentation kicks off by talking about common problems that B2B sales companies experience:

This helps hook the audience.

The presenter understands their frustrations with trying to get more leads. Next, LeadCrunch takes the three frustrations and turns them into opportunities for the client:

The text on the slide mirrors the issues in the industry so the client can connect the dots between the problems and LeadCrunch's solution.

Finally, the presentation winds up by using a pricing chart as its CTA. Don't overthink how you tie in your CTA to the client – you know your value and what you can bring to the table – so just clearly say it.

Step 4: Use visuals to tell and sell the story

Visuals are your friend during a client presentation.

They have obvious benefits—they grab your client’s attention, break up text-heavy slides and make complex data easier to digest.

But there are other reasons why adding visuals to your presentation is a good move.

The SEO software company SEMRush asked over 200 agency and brand reps what made their presentations successful and found 74% of brands said it was tailoring the proposal to the client. They recommended using images to help clients understand concepts that usually end up on a spreadsheet or hidden under a mountain of text. This is easy to do.

Don’t explain how your agency’s complex strategic marketing will work — show the client instead.

Step 5: Open the pitch up into a two-way conversation

Once the presentation is done, don’t just pack up and leave—start a conversation with the client instead.

Getting feedback as soon as the pitch is over is crucial. You need to know if your presentation resonated with them and iron out any concerns or questions they have.

Kickstart the feedback process by asking the client:

Did you have any questions about anything we mentioned in the presentation?

Do you see our solution solving your problems?

What can we do to move this forward and start working together?

Now, the client may give you some feedback you don’t like. Or ask more pressing questions around project cost estimations , deadline management , or how you handle scope creep .

Make your value clear. But also show how you'll promote a straight road to client collaboration , so you make their values your own. Want more insights into collaboration tips? Download our guide to creating a collaborative culture with your clients.

5 tips for fostering collaboration with your clients: CTA

Download our guide to get essential communication tips and insights into how to foster collaboration with your clients.

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Step 6: Close strongly with clear next steps

Don’t leave the meeting in limbo.

Be clear about what you want to do next with the client moving forward. Don’t say that you’ll follow up in a couple of days—it’s too vague. Be more direct.

Make sure you and your client agree on a defined deadline for when the deal should move forward. If the follow-up call goes well and the client wants to go ahead, send a contract over to seal the deal.

Pro-tip: If you want to build a strong relationship with your client, be transparent from the beginning. Invite clients to the project to keep them updated on progress. Using a tool like Teamwork.com makes this part easy.

And they’ll get access to visual project timelines , Kanban board views , and Gantt charts as well as ways to simply reply to messages, so you can both speed up feedback loops.

If you're worried about the client getting too involved, there's a solution – and it's permissions. Simply add permissions to client accounts so they can only access the things that move projects forward – not backward.

Ready to deliver a pitch-perfect client presentation?

A pitch that wows your clients begins way before walking into the meeting room.

Successful presentations hinge on knowing your client's pain points. The more research you do, the more you'll be able to identify the barriers they face and how you can help.

From there, it’s just a matter of showing up, targeting your messaging to their problems, and starting a conversation.

See how Teamwork.com helps teams manage client work more successfully to impress everyone beyond the initial conversation. Get a 30-day trial for free to get in the driver's seat.

TABLE OF CONTENTS

6 steps to build the ultimate client presentation

Do your research and carefully plan your pitch
Take care of some housekeeping
Turn the presentation into a marketing funnel
Use visuals to tell and sell the story
Open the pitch up into a two-way conversation
Close strongly with clear next steps

Síle Cleary - Sr. Content Marketing Manager - Author

Síle is a Senior Content Marketing Manager at Teamwork.com. She has been working in the project management software space for over 7 years, exclusively serving the agency sector. She loves providing agencies with actionable insights and captivating content to help navigate the ever-evolving landscape of project management.

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50 Must-See Customer Engagement Presentations

The Team at CallMiner

September 26, 2018

Microphone on abstract blurred of speech in seminar room

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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How to Structure Customer Service Calls to Boost Satisfaction and Sales

Jonah Berger,
Grant Packard

Researchers found that service agents yield better results when they use warm language to start and end conversations, focusing on problem-solving in the middle.

We all know from our experience as customers that the things that salespeople say in a conversation affects our feelings and choices. A new study showed that the timing of language matters as well. By analyzing tens of thousands of moments or turns in service calls, researchers found that service agents get better customer satisfaction and purchase volume if they use warmer language at the start and finish of their interaction with a customer. Contrary to some common practices where a problem-solving mode is used right away, the results suggest that employees should use words that show competence only in the middle of a customer conversation.

Language plays a key role in almost every marketplace interaction. It’s how salespeople talk to prospects, leaders talk to teams, and customer service agents talk to customers. Recently, firms have been measuring and optimizing their language to manage the customer experience , automate service , and help make business decisions .

Jonah Berger is a professor at the Wharton School of the University of Pennsylvania and the author of Magic Words: What to Say to Get Your Way (Harper Business, 2023).
Yang Li is an associate professor of marketing at the Cheung Kong Graduate School of Business in Beijing, China.

Grant Packard is an associate professor of marketing at the Schulich School of Business at York University in Toronto, Canada.

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Microsoft 365 Life Hacks > Presentations > How to create a sales presentation

How to create a sales presentation

Creating an effective sales presentation involves understanding your audience, delivering clear value propositions, and showcasing your product or service in an engaging way. Use these tips to make a presentation that not only captivates the crowd but also compels them to make a purchase.

What is a sales presentation?

A sales presentation is an important tool used by businesses to explain, promote, and sell their products or services to a client or potential buyers. The presentation usually includes an introduction to the product, a discussion of its features and benefits, and a list of reasons why the audience should buy it. Effective sales presentations are well-structured, tailored to the audience’s needs, and delivered in a confident and persuasive manner.

Tell your story with captivating presentations

Powerpoint empowers you to develop well-designed content across all your devices

What to include in your sales presentation

Your sales presentation should be a blend of information, persuasion, and appeal. Here’s what to include in your upcoming presentation:

Introduction. Briefly introduce yourself and your company then provide context about the upcoming presentation.
Identified need. Clearly define the problem or need your product or solution aims to fix.
Solution overview. Explain how your product or service solves the identified problem.
Benefits. List the key benefits of your product and illustrate how they align with the audience’s needs.
Proof points. Provide evidence to support your claims using case studies, testimonials, or data points.
Pricing and packages. Outline your pricing structure along with any packages or deals you’re offering.
Call to action. End with a clear call to action by telling your audience what you want them to do after the presentation.

Developing your sales presentation

Creating a persuasive sales presentation requires careful planning and extensive research. Follow these tips while drafting your presentation for a seamless delivery :

Research your audience. Get to know your audience’s interests, needs, and pain points.
Outline your presentation. Before you dive into any specifics, create a high-level outline to make sure your points follow a clear and logical structure .
Design engaging slides. Use visuals to support your message while avoiding clutter and ensuring that any text is easy to read.
Practice your delivery . Rehearse your presentation multiple times to refine your flow, timing, and cadence.

How long should your sales presentation be?

The length of your sales presentation can vary depending on the complexity of the product and the audience’s engagement level. However, experts recommend keeping presentations between 20 and 30 minutes to cover all your important points without losing your audience’s attention.

Finalizing your sales presentation

After drafting your presentation, remember to review and refine it. Here’s a quick checklist:

Ensure all technical terms are explained.
Check that all ideas flow logically.
Verify that your presentation addresses all potential questions or objections.
Include a memorable conclusion that reinforces your call to action.

A successful sales presentation includes engaging visuals, persuasive rhetoric, and well-structured information. By using the tips above, you can design a presentation that not only holds the attention of your listeners but also encourages them to take the next step.

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The Ultimate Guide to Pick the Perfect Presentation Design Agency For You

For companies and organizations all over the world, presentations are invaluable tools for better communicating with important stakeholders, and that’s precisely why many consider them a crucial investment.

But if you want truly outstanding results and to make it worth it, investing some time in searching for the right presentation design agency is a must . After all, it’s your name and your work that others will judge if those slides end up sloppy.

If you're thinking of hiring someone to tackle your presentation needs, here you’ll find a complete guide on how to pick the right agency for you . We’ll go point by point over all the things you should take into consideration when evaluating a presentation design service, like:

How to determine your presentation design needs
What types of presentation design services are there
Where to find presentation design services
What criteria you should consider when choosing a design agency
How a good presentation design service looks like

By the end of this article, you’ll have all the necessary tools to pick the perfect presentation design agency and take your slides to the next level.

What presentation design service do YOU Need?

The first step in choosing the right presentation design agency is to understand your design needs . Things like the number of slides you’d need, your project scope, your design preferences, and your style; these are all key to picking the right agency for you.

Here are some of the aspects you should have a clear understanding of when it comes to your presentation design needs:

Recurrence : Do you need one-time help with a high-impact presentation, or will it be a recurrent task? Knowing exactly what kind of support you’ll need will make it easier to define if you should hire a freelancer, splurge on a pitch-deck expert, or consider a design subscription package.
Project type and scope : Presentation slides can be used for many things, like pitches, reports, or training. Determining what kind of presentations you’ll be working on will allow you to look for presentation design services with experience in that specific area.
Turnaround times : Delivery dates can vary greatly depending on the type of presentation design services. Some design agencies will work on the design hand in hand with your team with month-long delivery dates for a single strategic presentation. Others will offer 24 hours to implement your branding into dozens of slides. Being honest with yourself about your turnaround time expectations is crucial to picking the right presentation design agency.
Design Style and Brand Guidelines : Your presentations introduce people to your brand, so your slides must reflect your image, too. When picking a presentation design agency, look into the styles they’ve worked with before. Seeing if it’s a good fit from the style perspective will help you make a better decision.
Data Security : If your presentations include sensitive information, you must consider what security measures each presentation design service offers when choosing the right one. Hiring one-time freelancers, for example, might not be the right choice for you.
In-house team, workflow, and scope : How many people are involved in this project, and who will have a say in the presentation(s) needed? When choosing a design agency, it's crucial to pick one that can easily involve all the project stakeholders. Consider how each design service would integrate with your own workflow and team to guarantee you’re picking the best possible presentation design agency for your needs.

how to choose the right presentation design service?

If you’re having trouble defining your design needs or need a more in-depth explanation, you might also want to consider these 8 Critical Questions to Ask Before Hiring a Presentation Design Agency .

Types of Presentation Design Services

Now that you have a comprehensive understanding of your needs, it’s time to evaluate what kind of service would work best for you.

There are several different options for anyone looking to get specialized presentation design support:

In-house designers : This is a great option for those who want to have someone on payroll to work on presentations continuously. However, in-house designers come with some acute pros and cons . It might require a high investment in terms of recruiting and training, and if you don’t have a stable workload of presentations, you might end up juggling between an overworked employee and slow weeks or months. On the other hand, hiring an in-house designer is great for having more control over your brand and security measures.
Freelancers : Freelancers are great for one-time presentation needs, as they’re easy to find, and you can find a wide variety of prices for all budgets. However, finding a good freelancer can be a bit of a trial-and-error process, and it can be a chore to find one that fits your design style and workflow. Freelancers might also not be the best pick if you have recurrent projects, as their availability might be limited.
Presentation design agencies : Specialized agencies for presentation design are a great option for organizations that want to make the most out of their presentations. You can rely on their expertise and commitment, as they are often hired by big brands to tackle their slide demands. Just like freelancers, you’ll find a wide array of presentation design agencies , from ones that focus on expensive once-in-a-lifetime presentations to ones focused on quick delivery dates and brand implementation on a large scale.
Subscription and credit packages : You might be surprised to know that you can also get professional presentation design as a subscription model! For those who work with big teams and need a constant flow of presentation slides, a presentation design subscription is the perfect way to ensure that all your team members are aligned on presentation design. Scalability is the name of the game, so look for design agencies that can provide you with packages or subscriptions that fit your slide workload and your team’s workflow to make a truly efficient partnership.

Now that you have a detailed understanding of your design needs and the options available, you should be able to determine which type of service would work best for you and begin looking for specific providers.

inhouse design team vs freelance designer vs design agency

If you’re still indecisive, don’t worry! Give a look at our In-house Design Teams vs. Agency vs. Freelancer Overview to get all the detailed pros and cons of each type of service.

Where Can I Find Presentation Design Services and Agencies?

If you’re ready to start looking for presentation design providers but are unsure where to start, here are a couple of ideas.

Freelancer presentation designers are easily available on sites like Fiverr or Upwork , where you can also see some of their works and reviews from previous clients.
For hiring in-house presentation designers, you’ll probably need to do a deep scouting process to find the right designer who has the right skill set and is a good culture fit for your company. As not many designers choose to specialize in just presentation design, keep an open mind to other types of designers, but know that you’d probably need to build presentation design skills from the ground up.
For presentation design agencies, review sites like G2 and Trustpilot are great starting points for looking for reliable slide design services.
You can use social media to look for presentation designs that catch your eye, and you’ll probably find the artist behind those slides as well! Give a look around on Linkedin , Instagram , or even Pinterest for outstanding presentation design.
Networking is also a great way to get a feel for what other companies are doing. Reach out to your industry contacts, and stay on the lookout for case studies and testimonials of brands and companies you like.

Looking for a place to begin your search for the perfect presentation design agency? Our detailed industry research led us to the Best 15 Design Agencies & Services of 2024 — complete with prices, customers, areas of expertise, and much more!

7 Crucial Criteria to Choose the Right Presentation Design Agency

Now that you’ve begun your research, you probably have at least a couple of options for covering your presentation design needs. The question now is, how to make sure you’re choosing the best possible option for you?

In our experience of 10+ years as the biggest presentation design provider worldwide, these are the criteria we’ve seen come the most into play when it comes to picking the perfect presentation design agency for you:

First of all, you must consider your budget . This is the very first criterion that will help you veto which design services you can realistically consider. The larger your budget, the more options you'll find for design services and personalized services.

But don’t worry! You’ll find great presentation design services for almost any budget. However, don’t pick the cheapest option just because. When considering which presentation design service to choose, the key is to look at the whole picture and focus on the best value-for-money option .

A good idea is to evaluate how much you’re currently spending on your presentation design. Even if you haven’t hired anyone to target presentation design, it’s still taking a toll on you and your team's time and resources .

With our handy PowerPoint hidden cost calculator , you can visualize how much you’re currently spending on your own in presentation design and contrast it with your current options to make a better decision in terms of pricing!

2. Confidentiality Policies

This is another criterion that will help you rule out some of your options. In this era of cyber-attacks and data breaches, you should only work with a provider that can prove its security—especially if your presentations contain internal or confidential information from your company.

In order to know if your data and files are in good hands, we recommend you ask for your provider’s security policy . You should consider them a viable presentation provider only if they are 100% safe to work with your data!

3. Turnaround Times

If your options all comply with your pricing and your security requirements, turnaround times are the next key aspect you should consider when picking the right presentation design agency.

In the world of presentations, leaving the design for the last minute is very common. A PowerPoint design agency with a speedy delivery can get you out of trouble. Also, receiving your presentation orders quickly gives you the chance to ask for edits if needed!

Ask yourself how quickly you’ll need your presentations delivered. Big concept agencies that polish their slides for months might be great for once-in-a-lifetime presentations, but not if you need new presentations every week!

4. Expertise

When researching different options on the market, you will find all types of presentation design agencies. That’s why another factor to evaluate is the agency's expertise, meaning the skills of the design team and the services available .

For example, there are agencies that specialize in creating pitch decks, while others have more experience creating eLearning solutions. Research previous customers carefully for each presentation design service, or talk directly with a salesperson to see if they will be able to keep up with your needs.

While this might seem like a bothersome task, it will help you filter through options and choose the ideal presentation design service.

5. Portfolio

If you’re on the fence with two or more presentation design agencies, looking at their portfolio might be the one thing that helps you define which one is a better pick.

Look at their previous works and projects to evaluate how well your style can fit with yours. Even if you don’t have a direct correlation to what you’re looking for, a portfolio will also allow you to gauge their versatility and adaptability to different projects and styles.

6. Customer Support

Customer support service plays a critical role when creating a presentation deck, and a good presentation design company will have clear communication channels that let you convey your vision clearly.

Sometimes, you can talk directly to the designers and other times; the contact is through an intermediary like a project manager. Whatever the case, it’s crucial that you confirm you’ll have someone available to resolve any concerns regarding your order.

7. Positive Reviews

Last but not least, checking their customer feedback is another way to verify the quality of the agency's service. While reviews are not always trustworthy, looking through them can still be a great way to look for reg flags and determine if they can regularly fulfill their expectations.

What Does Hiring a Presentation Design Agency Look Like?

If you’re close to making your final decision on which presentation design service to pick, you might be wondering, “So, how would it all work? Do I just send my slides their way? Sign a contract or an NDA? How can I ensure they follow my brand guidelines? Or keep to the budget?”

What a good presentation design service looks like depends on the type of service you choose. Freelancers will probably have more direct communication and will determine the project's scope and due dates beforehand, but their processes and reliability will change on a case-to-case basis.

On the other hand, presentation design agencies that are prepared to handle customers who require high amounts of slides on short notice should have standardized procedures to guarantee the satisfaction and compliance of every order .

In 24Slides, we work with a tight-knit team of customer support specialists who guarantee that clients have a customized solution that fits their needs and are satisfied with their deliverables.

With a team of over 200+ designers and customers all around the world, we’re committed to creating the best possible process to ensure that all projects are delivered on time and with a 100% satisfaction guarantee.

Subscription package customers are assigned a project manager to handle all account matters, like credit capacity, and a design manager, who works with a team of expert designers to learn everything about their brand and create presentation slides according to their requirements.

24Slides’ subscription services are also managed by a Customer Success Manager who ensures a detailed onboarding process and a seamless workflow with your team to help you make the most out of the partnership.

A good onboarding process and open channels of communication are the key things to take into account for presentation design services that aim to balance quality and speed!

Hopefully, this article has given you a better idea of what to look for when choosing the right presentation design agency for you.

In short, whatever presentation design service you decide on should be able to cover these crucial points:

Within budget - if you can’t pay their service fee, it’s not a good option!
Reliable - you should be able to trust they are going to deliver on the expected dates.
Secure - you should have no doubts that your data is in safe hands.
Quality proven - having a quality standard and expertise assurance will make you able to rely that you’ll get exactly what you need every time
Easily contactable - in case of any eventuality of complication, effective communication channels are a must

Take it step-by-step and research your options to ensure you find the perfect partner for your presentation design needs.

Still worried about how it would work? For just $1, you can try 24Slides services and see how a presentation design agency can help you!

24Slides presentation design services $1

Looking for more? You might also like these articles:

Discover the Top 15 Presentation Design Agencies & Services to Use in 2024
8 Questions to Ask Before Hiring a Presentation Design Agency
The Complete Guide to Outsourcing Design Work
In-house Design Teams vs. Agency vs. Freelancer: Choosing the Right Set-Up
Final Review: Pros and Cons of Today’s In-house Design Teams

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Training Customers to Do It Themselves

More and more, customers are open to using self-service solutions. Our customer experience research shows that while customers might prefer the human touch, some expect digital, self-service solutions. In certain cases, they even demand it. And it’s not just in customer service.

Consider Amazon, the perfect example of a self-service retailer. From researching to purchasing a product, and even in most customer service situations, everything is a self-service experience. Each step of the process is logical and intuitive. For customer service issues, the customer is prompted through a process. Along the way, if the customer still wants a live agent to help, they are able to share their phone number and an agent calls back within a minute. The point is, it’s as easy as can be. The learning curve is minimal and comes from just doing it.

I know what you’re thinking. You’re not Amazon, so getting a customer to use your self-service solutions requires a different technique. Keep in mind that there’s a right way and a wrong way. My friend Lance Gruener, EVP of Customer Experience at MasterCard, knows a thing or two about what great service looks like. In addition to his leadership at one of the largest companies on the planet, he’s president of the advisory board of the contact center industry’s largest association. In a recent board meeting, he shared an excellent example of the right way – and wrong way – to get customers to use self-service.

Not long ago, Lance walked into a store. Other than the employees, he was the only person in the store. He approached an employee to ask for help, but rather than helping, the employee pointed to a kiosk and said, If you go over there, you can do it yourself.

Lance, who, like me, is acutely aware of good – and unfortunately bad – customer experiences, resented the unwillingness of the employee to help. So, how should the employee have handled this situation?

Ultimately, the company wants customers to use its self-service solutions. But encouraging customers to do so takes a little tact. For Lance, the employee could have done it for him, then taken him to the kiosk and showed him how to do it the next time.

I love this approach. First, take care of the customer and then train them for next time. Or, train the customer while you help them. In effect, you’re saying, Let’s do this together. Either way, it combines high touch with technology.

In today’s digital world, a balance between customer service technology, including self-service solutions, and the high-touch experience with a live agent is essential. Empowering customers to confidently use your self-service options can increase customer satisfaction ratings while streamlining operations. To do that, it will take time to train customers to use your technology. Success hinges on good technology integrated with personal support to ensure customers feel valued and capable.

Shep Hyken is a customer service/CX expert, award-winning keynote speaker, and New York Times bestselling author. Learn more about Shep’s customer service and customer experience keynote speeches and his customer service training workshops at www.Hyken.com . Connect with Shep on LinkedIn .

Shep Hyken Shepard Presentations, LLC.

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[Updated 2023] 30 Best Customer Service PowerPoint Templates For
Top 10 Free Customer Service Free PowerPoint Templates
[Updated 2023] 30 Best Customer Service PowerPoint Templates For

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Customer Service Presentation

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How A Customer Service Presentation Lead To Success In 2023
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.
Customer Service PowerPoint Presentation: Everything You Need to Know
Design and graphical elements. Before designing your presentation, look for customer service presentation ideas online. Standardize styles, positions, and colors. Keep the details to a minimum and only include essential information. Use colors that complement and contrast. Keep the presentation background consistent.
40+ Amazing Customer Service Training Ideas, Exercises & Topics
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 for a meeting and then discuss a service topic in-depth. This lets the speaker touch on specific training material while giving the rest of the team a ...
[Updated 2023] 30 Best Customer Service PowerPoint Templates For
Template 3: Customer Service Toolkit PPT Template. Download this customer service toolkit presentation. If you want to equip your customer service team with a service toolkit to improve customer satisfaction levels, reduce customer churn, and build long-term customer loyalty, this PPT Template is an ideal pick.
CUSTOMER SERVICE POWERPOINT
CUSTOMER SERVICE POWERPOINT. Dec 2, 2008 • Download as PPT, PDF •. 246 likes • 559,851 views. Andrew Schwartz. ReadySetPresent (Customer Service PowerPoint Presentation Content): 100+ PowerPoint presentation content slides. Knowing what your customer wants and needs is the number one factor to excellent customer service. Only by improving ...
Customer Service Training PowerPoint Template
For that reason, customer service agents should be in constant training to develop their empathy, assertiveness and other important skills. This PowerPoint template will help you present your customer service training, address the skills of a good customer service rep, and detail the best approach to resolve conflicts. About this template.
Customer Success Presentations: How to Create Decks That Will Wow Your
Customer success is about the entire journey, not only the final scene. Therefore, identifying the milestones a customer meets along the way is another key element of customer success. Likewise, effective customer success presentation examples should also feature milestones clients have met along the way.
How to Improve Customer Satisfaction in a PowerPoint Presentation
Include charts and graphs to effectively present data and statistics. Incorporate videos or animations to engage and illustrate complex concepts. When creating a PowerPoint presentation on improving customer satisfaction, visual aids play a crucial role in capturing and maintaining audience attention. 3. Tell a Story.
Customer Service Strategy PowerPoint
Increase your loyal customer base and stay ahead of the competition with an effective customer service strategy. Our ready-made customer service strategy presentation template helps create a customer-oriented service strategy presentation that focuses on customer service and how to develop one. The first slide with its infographic content ...
Customer Service Excellence PowerPoint Presentation Slides
Presenting this set of slides with name - Customer Service Excellence Powerpoint Presentation Slides. We bring to you to the point topic specific slides with...
Customer Service PowerPoint Template
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 ...
Top 10 Free Customer Service Free PowerPoint Templates
This PowerPoint customer service template turns to be the best option. This pitch deck template comprises 24 templates, including agenda templates, data-driven graphs and charts, timeline designs, maps, and much more. Download these captivating presentation slides for just $21.
10 Customer Service Training Topics & Ideas
In fact, 96% of consumers view empathy as a key element of customer service, and 61% stopped buying from a company because a competitor offered a more empathetic experience. Training tip: Role-play really is the best way to mimic real-life situations and improve employee-customer interactions.
Customer Service Presentation Template
Customer Service Presentation Template. Use this presentation template to share key statistics and findings of your customer service surveys. The color scheme of this template grabs the reader's attention. Using visual aids greatly improves the readability of your content and keeps the readers engaged. You can use this template to share ...
Customer Service Training Course
Free Google Slides theme, PowerPoint template, and Canva presentation template. Having a good customer service is essential and also shows how a company takes into account its customers, without which it would be nothing. At Slidesgo, we care a lot about customer service (in fact we have the best to take care of our users) and we want to offer ...
A Template to Present Your Customer Service Updates to Your ...
Bonus Tips for a Stellar Customer Service Presentation to Your Executive Team. 1. Personalize Your Data: Use specific examples or anecdotes related to your customer service efforts. This personalization can make the data more relatable and impactful for your Executive Team. For instance, highlight a particular customer's journey to illustrate ...
20 Training Ideas for Effective Customer Service
Here are some customer service training ideas and activities. 1. Culture training. During culture training, employees learn the values of the company and what that means for their customer interactions. Having the right culture in the workplace means that customers can have positive and consistent experiences. 2.
How to run the perfect client presentation
Step 4: Use visuals to tell and sell the story. Visuals are your friend during a client presentation. They have obvious benefits—they grab your client's attention, break up text-heavy slides and make complex data easier to digest. But there are other reasons why adding visuals to your presentation is a good move.
50 Must-See Customer Engagement Presentations
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.
Customer Service Strategy Steps And Procedures PowerPoint Presentation
Beat your competition and train your staff using Customer Service Strategy Steps And Procedures PowerPoint Presentation Slides. Create a stellar customer ser...
Effective customer service powerpoint Designed by Deanna Senica
The document summarizes a presentation about customer service excellence in CRM systems. It introduces the two presenters, Dylan Haskins and Bruce Edwards, and outlines their experience in CRM. The presentation covers why customer service makes sense in CRM, building blocks for a customer service experience, and the Unified Service Desk.
11 Ways to Deliver Excellent Customer Service
Be proactive by paying attention to the customer's needs and offering help or recommendations before they ask. It is important to always remain kind and empathetic to your customer, even through stressful or contentious situations when customers appear disappointed or angry. 2. Respond promptly.
How to Structure Customer Service Calls to Boost Satisfaction and Sales
We all know from our experience as customers that the things that salespeople say in a conversation affects our feelings and choices. A new study showed that the timing of language matters as well ...
How to create a sales presentation
Developing your sales presentation. Creating a persuasive sales presentation requires careful planning and extensive research. Follow these tips while drafting your presentation for a seamless delivery: Research your audience. Get to know your audience's interests, needs, and pain points. Outline your presentation.
How to Choose the Right Presentation Design Agency?
Research previous customers carefully for each presentation design service, or talk directly with a salesperson to see if they will be able to keep up with your needs. While this might seem like a bothersome task, it will help you filter through options and choose the ideal presentation design service. 5. Portfolio
Training Customers to Do It Themselves
For customer service issues, the customer is prompted through a process. Along the way, if the customer still wants a live agent to help, they are able to share their phone number and an agent ...