James Loffler is the President of Loffler Companies, a leader in business technology services and solutions across the Upper Midwest. In the dynamic landscape of business and office technology, the ...

This past holiday season led one of my team members into her first predicament of customer service versus client management. When was it okay for her to be a “yes” person, and when was it better for ...

Success for a financial advisor is dependent on attracting and retaining clients. The key is to create an incredible client service model to deliver an experience for clients that surpasses their ...

Quiq reports on the role of automation in customer service, highlighting tools like AI for questions, ticket classification, and enhancing user experiences.

Customer service and customer experience (often referred to as CX) are two important terms that business owners and brands need to understand in order to thrive in today's competitive marketplace.

With nearly two decades of retail management and project management experience, Brett Day can simplify complex traditional and Agile project management philosophies and methodologies and can explain ...

Opinions expressed by Entrepreneur contributors are their own. Your customers’ expectations are increasing. Experts say this is one of the top challenges companies will face in 2023. And in today’s ...

Where do you stand in terms of customer service? And how do you rise to the top? Here’s how to prepare for sustainable bottom-line results. When you’ve only reached the middle rung of customer service ...

Many CPAs will have heard the compelling reasons why now is an opportune time to offer client advisory services (CAS). The term “client advisory services” refers to a variety of services CPAs can ...

Can someone give me the rundown on what the Web Client service does? I'm having a really hard time finding info on Google for some reason.<BR><BR>The reason I ask is because I'm troubleshooting a ...