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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, and

Alan Ranger, VP of Marketing, Cognigy

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About the Webcast

Join us for an interactive roundtable discussion exploring the essential building blocks of outstanding customer service. Whether you're new to the field or a seasoned professional seeking fresh perspectives, this session will equip you with practical strategies to enhance your approach and drive better customer experiences.  

We will explore how to:      

  • Master accurate forecasting to optimize staffing levels
  • Design efficient workforce management plans for peak performance
  • Improve intraday operations to keep service running smoothly 
  • Leverage AI to personalize customer interactions in real-time 
  • Implement best practices for empathetic, AI-powered engagement 
  • Discover real-world success stories of brands transforming customer service with AI  

Engage with industry experts, exchange ideas with peers, and walk away with actionable insights to elevate your customer service strategy.

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About the Presenters

Juanita Coley, CEO and Founder, Solid Rock Consulting

With over 14 years of industry experience, Juanita has become a Contact Center & WFM trainer, speaker and facilitator. Coupling her talent and experience with her skillset and passion, Juanita brings new efficiencies and optimizations to corporations and household brand. In 2018, she published her first book “The Corporate Playbook” a 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.

Alan Ranger, VP Marketing, Cognigy

With a career spanning 30 years, Alan has held a variety of sales, marketing and leadership roles, both in start-up and large enterprise software companies. Before joining Cognigy, he led global market development at LivePerson where, during his six-year tenure, revenues doubled from $223m to $470m. As Cognigy’s VP Marketing, Alan’s focus is on leading and inspiring his high-performance global team to deliver programmes across branding, product marketing, demand generation, events and social media.  

Alan is also responsible for leading market expansion in high growth regions such as the USA, UK and APAC, and building a global community of Cognigy advocates, including customers, industry experts, partners and prospects.