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Report templates for less status meetings

Folding Burritos

This post is about making these ideas concrete through a set of guidelines, templates, and JIRA+Excel tips so you can create effective status and progress reports quickly, have less meetings , and get out of the building , which is where you need to be. Templates and tips for less status meetings.

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11 Best Customer Success Tools in 2024 (for Startups to Enterprises)

Userpilot

Let’s review everything your customer success team has to do in the absence of any customer success tools. That’s where CSM tools come in, to proactively manage all of the above and more. Best customer success software for startups and small companies. Defining a customer success tool and other FAQs.

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Y Oslo 2024: When It Comes to Discovery, Something is Better Than Nothing

Product Talk

We covered how to manage messy opportunity solution trees , the most common challenges teams face when getting started with the discovery habits, what Im working on next, and so much more. I started my career as a software engineer. How are we building production-quality software? I think that was in 2004. What does that mean?

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5 Tips for Saying No to Stakeholders

Roman Pichler

John mentions the upcoming product release and says, “You really must add the enhanced reporting feature. You might say to John, “It’s really important to me that we find a good solution. Or is there another solution you can develop together with John? Let’s please continue the conversation in the afternoon.”. Be kind and firm.

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The AI Superhero Approach to Product Management

Speaker: Conrado Morlan

Using the lens of a superhero narrative, he’ll uncover how AI can be the ultimate sidekick, aiding in data management and reporting, enhancing productivity, and boosting innovation. Tools and AI Gadgets 🤖 Overview of essential AI tools and practical implementation tips.

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Effective customer engagement is business critical – insights from Harvard Business Review Analytic Services

Intercom, Inc.

New research from Harvard Business Review Analytic Services reveals that businesses of all sizes – from small businesses to enterprises – are realizing the business value of personal, efficient customer engagement. Businesses lack the connected tools needed to provide personal, in-context communications.

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A Step-by-Guide to Building a Strong CX Program in the Financial Services Industry 

Alchemer Mobile

In today’s competitive landscape, customer experience (CX) stands as a cornerstone of success, particularly in the financial services industry. In our digital world, it has never been easier for customers to switch banks, wealth and investment managers, or financial technologies. However, not all companies are great at asking.