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Roundtable - Fundamentals of Customer Service

CrmXchange

Presented By: CrmXchange



Tuesday, April 22, 2025 1:00 PM - 2:00 PM, EST

Moderator: Sheri Greenhaus, Managing Partner, CrmXchange

Presenter: Juanita Coley, CEO and Founder, Solid Rock Consulting

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About the Webcast

Join us for an engaging discussion on a critical customer service topic! Whether you're new to the industry or a seasoned veteran looking for fresh insights, this webcast has something for you.

We'll explore key areas like workforce management, training, AI agents, digital transformation, and company culture—offering valuable tips to help you elevate your customer service.

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About the Presenters

Sheri Greenhaus, Managing Partner, CrmXchange, Moderator

For over two decades Sheri Greenhaus has been involved in nearly every aspect of contact center management. At CRC Information Systems, where she was Vice President of Marketing, Sheri was responsible for sales and marketing strategies for this call center database company. As Director of Hart Hanks Telemarketing, Sheri oversaw the Hart Hanks call center operation.

Juanita Coley, CEO and Founder, Solid Rock Consulting

Today with over 14 years of industry experience, Juanita has become a Contact Center & Workforce Management enthusiast, trainer, speaker and facilitator. Coupling her talent and experience with her skillset and passion, Juanita takes pride in bringing new efficiencies and optimizations to corporations and household brands like United Health Care, Optum, Walgreens, Liberty Medical, and many more.

In 2018, she published her first book “The Corporate Playbook” a success guide to empower corporations with effective strategies to engage and educate their teams on the workforce management model.

In 2022, she released her second book, “From The Ground Up: Navigating Call Center & Tech Careers.” Juanita created the C.E.O. plan, a program designed to provide resources on leadership, tech and workforce management opportunities through her company Solid Rock Consulting. Utilizing workshops, trainings, events and access to mentorship, The C.E.O. PLAN is an incubator for future STEM leaders and occupation holders.