#Automated Customer Service

[schwarzfee]

#love death and robots #automated customer service #cgi animation #animated gifs

[funbearer]

#yelling #representative #automated customer service #meme #memes #best memes #funny memes #dank memes #new memes

[pernixon]

When you automate customer service, you eliminate manual procedures, human mistakes, and dissatisfied consumers. In fact, you enable your support personnel to manage more complaints, provide faster responses, and satisfy consumers.

“Has good old-fashioned Customer Case Management gone out the window?” Client service in the modern day entails more than merely serving the customer well. How successfully you automate your procedures and respond to clients may make or break your business.

#Automated Customer Service

[graysongarelick]

Elevate Client Services with Excel: Expert Tips for Financial Consultants by Grayson Garelick

Financial consultants operate in a dynamic environment where precision, efficiency, and client satisfaction are paramount. Excel, as a versatile tool, offers an array of features that can significantly enhance the services provided by financial consultants. Grayson Garelick, an accomplished financial analyst and consultant, shares invaluable Excel tips to help financial consultants elevate their client services and add tangible value.

The Role of Excel in Financial Consulting

Excel serves as the backbone of financial consulting, enabling consultants to analyze data, create models, and generate insights that drive informed decision-making. As the demands of clients become increasingly complex, mastering Excel becomes essential for financial consultants aiming to deliver exceptional services.

1. Customize Excel Templates

One of the most effective ways to streamline workflows and improve efficiency is by creating customized Excel templates tailored to specific client needs. Grayson suggests developing templates for budgeting, forecasting, and financial reporting that can be easily adapted for different clients, saving time and ensuring consistency.

2. Utilize PivotTables for Data Analysis

PivotTables are powerful tools in Excel that allow financial consultants to analyze large datasets and extract meaningful insights quickly. Grayson emphasizes the importance of mastering PivotTables for segmenting data, identifying trends, and presenting information in a clear and concise manner to clients.

3. Implement Conditional Formatting

Conditional formatting is a valuable feature in Excel that allows consultants to highlight important information and identify outliers effortlessly. By setting up conditional formatting rules, consultants can draw attention to key metrics, discrepancies, or trends, facilitating easier interpretation of data by clients.

4. Leverage Excel Add-ins

Excel offers a variety of add-ins that extend its functionality and provide additional features tailored to financial analysis and reporting. Grayson recommends exploring add-ins such as Power Query, Power Pivot, and Solver to enhance data manipulation, modeling, and optimization capabilities.

5. Automate Repetitive Tasks with Macros

Macros enable financial consultants to automate repetitive tasks and streamline workflows, saving valuable time and reducing the risk of errors. Grayson advises recording and editing macros to automate tasks such as data entry, formatting, and report generation, allowing consultants to focus on value-added activities.

6. Master Advanced Formulas and Functions

Excel's extensive library of formulas and functions offers endless possibilities for financial analysis and modeling. Grayson suggests mastering advanced formulas such as VLOOKUP, INDEX-MATCH, and array formulas to perform complex calculations, manipulate data, and create sophisticated models tailored to client needs.

7. Visualize Data with Charts and Graphs

Visualizing data is essential for conveying complex information in an easily digestible format. Excel offers a variety of chart types and customization options that enable consultants to create compelling visuals that resonate with clients. Grayson recommends experimenting with different chart styles to find the most effective way to present data and insights.

8. Collaborate and Share Workbooks Online

Excel's collaboration features enable financial consultants to work seamlessly with clients, colleagues, and stakeholders in real-time. Grayson highlights the benefits of sharing workbooks via OneDrive or SharePoint, allowing multiple users to collaborate on the same document, track changes, and maintain version control.

9. Protect Sensitive Data with Security Features

Data security is a top priority for financial consultants handling sensitive client information. Excel's built-in security features, such as password protection and encryption, help safeguard confidential data and ensure compliance with regulatory requirements. Grayson advises implementing security protocols to protect client data and maintain trust.

10. Stay Updated with Excel Training and Certification

Excel is a constantly evolving tool, with new features and updates released regularly. Grayson stresses the importance of staying updated with the latest Excel training and certification programs to enhance skills, explore new capabilities, and maintain proficiency in Excel's ever-changing landscape.

Elevating Client Services with Excel Mastery

Excel serves as a catalyst for innovation and excellence in financial consulting, empowering consultants to deliver exceptional services that add tangible value to clients. By implementing Grayson Garelick Excel tips, financial consultants can streamline workflows, enhance data analysis capabilities, and foster collaboration, ultimately driving client satisfaction and success. As financial consulting continues to evolve, mastering Excel remains a cornerstone of excellence, enabling consultants to thrive in a competitive landscape and exceed client expectations.

#Financial Consulting #grayson garelick #Customize Excel Templates #Utilize PivotTables #Implement Conditional Formatting #Leverage Excel Add-ins #Automate Repetitive Tasks with Macros #Advanced Formulas and Functions #Visualize Data with Charts and Graphs #Collaborate and Share Workbooks #Protect Sensitive Data with Security #Stay Updated with Excel Training #Elevating Client Services with Excel

[echoesofdusk]

"artists don't care when other people's jobs get automated but as soon as it comes for them they'll cry"

woah woah woah, hold up there buddy! you're making awfully many claims about people you've personally never spoken to and putting words into their mouths without even giving them a chance to speak on the matter!

can you say for sure that all artists are like this? are you sure? have you spoken to enough artists to get a sample size big enough to say for sure that artists in general are apathetic towards others having their jobs automated?

or did you just see one post from one artist on twitter and decide all artists are like this?

#hazy rambles #anti ai #anti gen ai #ai bullshit #if you want my opinion on automation #automating dangerous jobs is good #automating shit like customer service isn't cool #let me speak to an actual human being

[eugeniedanglars]

*emerges from the amtrak ticket buying experience shaking and covered in blood* actually i think i’ll fly. fuck the environment

#never before have i had an attempted ticket buying experience so bad it had me going ‘i need a fucking WHISKEY after this’ #(bear in mind that i am not even a whiskey fan!) #in summary: tried to buy tickets online. received error message. tried again at least 5 times. continued to receive error message. #called customer service. tried to buy tickets through the automated customer service. #got almost all the way through booking my tickets only for the automated customer service to not understand the spelling of my name. #got redirected to a live agent. instead of holding the tickets i was 90% of the way through buying they started completely from scratch. #got all the way up to booking my return trip. the fucking ticket i’d been trying to buy for the last hour had been sold. #only other options during time slots that worked for me were several hundred dollars more expensive. #hung up and bought airline tickets in 3 minutes for half of what a train trip would have cost.

[raeathnos]

.

#remember how I got hit with $2000 in medical bills the day after Christmas? #I thankfully had the money but had to pull it out of our savings for a down payment on a house #I had another $500 I owed from the surgery but it’s on a payment plan #I got an automated phone call informing me that it had been taken off the payment plan and is now due immediately 🙃 #I’m assuming because I paid the $2000 instead of like applying for financial aid or care credit #gonna try calling customer service tomorrow I guess but like #wtf that’s the most absurd thing #I’m so mad omgggg

[chaoticeddie]

y'all better hope and pray you never have to contact the thriftbooks customer service cause I am having a HELL of a time getting a response

#just trying to get a giftcard for my sister #and I'm getting an error message when I try to checkout #so I contacted customer support through their email form and didn't get a satisfactory response #I contacted their phone number and just got a bunch of automated options that didn't help #I contacted their chat support and was told to contact the cashstar gift card customer support #who told me to contact a different department #who then told me that they only deal with gift cards that have already been purchased #not errors with the website #and then directed me back to the thriftbooks customer service number with the automated options that are STILL NOT HELPFUL #I've submitted another email form cause that's my only option at this point #if they never get back to me I guess I'll just. tell my sister that I'll buy her whatever book she wants???

[wyrd66]

I just want it to go on record that having your identity stolen is the most lonely thing in the world. There is no support. No cure. No one cares. It will just keep happening forever and no one cares.

#my local police is no longer bothering to pretend to give a shit #they don't even offer police reports for ID theft anymore #straight up removed it from their website #they just direct you to the FBI #and FBI's website tells you they will never ever follow up with you #and if you're having trouble with any of the reporting agencies or credit bureaus #you can just go fuck yourself #because the customer service number is a phone tree with no human attached #you will never speak to a human at any point #it's all automated #anyway guess what happened to me for the eleventh time #I'm so tired #real life

[ghoul-haunted]

having a most Terrible Day but the sextus pompey-antony fic has successfully taken over some part of my brain. so.

#i cant log into my paypal account bc its attached to an old phone number i dont have anymore and i wanted to update it #BUT I CANT LOG IN BECAUSE IT WONT LET ME USE A DIFFERENT PHONE NUMBER #and their fucking customer service line is AUTOMATED and im SCREAMING and you cant send EMAILS TO THEM #im so upset that im going to have to like. end up sending a DM to their support account on twitter like my god would you just #hire people to answer your customer support line. so that i can get this fixed #what fucking clownery dictates that you cant email me a code and ask my security questions HUH what absolute CLOWN BEHAVIOR

[schwarzfee]

#love death and robots #automated customer service #cgi animation #animated gifs

[slippery-minghus]

OKAY i have fucking HAD IT with today. it's not even fucking 9am and i am alreADY fighting back a meltdown

#i just wanted to go to the bathroom in PEACE but soloing my job means #the instant i get up to go someone's gonna walk through the door #and ofc it was the dumb bitch who i reached out to FIVE TIMES telling her not to show up #'oh i have a phone but only use it for my alarm' i'm sorry???????? what???? #you expect to coexist in this society and not allow people to contact you for shit? #my work system is garbage and i CANNOT contact you any other way #you NEED to be receptive to that! #'sorry you drove all the way out here' my ASS. #you are RESPONSIBLE in your part of the SOCIAL CONTRACT with places you do business with to respect that we are #not an infaLLIBLE AUTOMATED SERVICE #and you will SOMETIMES need to be contacted by us so we can change plans!!! #the lady wasnt even mean about it and i usually wont go off about customers being idiots but FOR ONCE #IM GONNA BE MAD #oh and let's not forget she showed up nearly ten minutes late #(which is why i thought i was finally safe to go pee after an hour of not being able to go) #personal

[avocadosockz]

why must I experience horrors (calling my pharmacy for a refill)

#its so scary #the first time I had to get a refill I didn't for 2 months because I was too scared #and then I finally worked up the courage #and it was an automated system #but today I had to talk to a real person #I put on my customer service voice #it scares me

[mademoisellesarcasme]

how do I take my self-employed Karen energy and take it out on companies deliberately making access to services opaque? I don't want the call center workers to suffer; I'm not mad at them. I'm mad at the website and the phone tree.

#i can give really good specific feedback about which situations cause snags and failure for customers #but I don't want poor customer service reps to be published for it bc they didn't build it #i want the mid-tier systems engineer who built in an automated loop from hell to feel my wrath

[raccooncityriots]

Listen, in the grand scheme of things $16 is not a lot of money, but I just hate that now I’ve got to side-eye a company I’ve done business with for years because of one incident, you know?

#TL;DR I received a misprinted book from Midtown Comics and their customer service is 100% ignoring my tickets #and like I’d always heard bad things about their customer service tbh #but it has always been from super srs collectors that wanted a full refund because a comic looked slightly used #so I gave them the benefit of the doubt and they’ve been my main comic shop for years now #but when I say misprint I mean 100 pages are missing #like I’m not talking about some misspellings or overlapping text lol #I’d gladly send it back if they’d just send me a correctly printed copy of the book #which is what I paid for #but I just keep getting automated responses

[void-tiger]

Some days I think I probably do need an actually trained service animal for mental health crap + the occasional chronic crap affecting my mobility.

But like…I don’t really want a dog. I want a Highly Trained mainecoon or norwegian forest cat. Just. This very large very fluffy very baseline breed intelligent cat known to take on BEARS (or, home invaders and men attempting SA).

I’d be THAT Crazy Lady walking this giant fluff monster most days, but other days just have my lap full of fluff when my hips-down don’t want to cooperate, or I need the comforting weight and fluffy company to hold the brain static at bay.

And some days…look. It hurts to grasp things. Or I risk dropping things. And cats can and will open cupboards and drawers if the handles let them hook their paws Just So to make up for the lack of opposable thumbs.

(Yeah yeah I know people are more accustomed to training dogs for this, but I’ve had quite a bit of luck training my “just housecats” as adults with various things, and people post the adventures they take with their mainecoons like, all the time…so think of what I could do with socializing and training a cat if I had the chance to do so.

(…also I just get along better with cats than dogs. They’re more tolerant to my need to not have a true routine. Also they poop in a box.)

#tiger’s musings #yesterday was…ugh. think my body was fighting off a minor respiratory illness #bUT because I’m also chronically ill + have to take an immunosuppresent it…was not good #like I kinda freaked my online friends out with what my symptoms were #but…I’m just. so used to this. so used to just holding onto walls because I get so unsteady and trying to sleep through these episodes #it’s…definitely Something. not ‘jUST psYCHoSOmATiC’ like I got gaslit into believing 5+ years ago #but…with what turned out to be AS and Probably a CTD and Currently Assumed IBS (but prolly also CTD imo) #I…hadn’t really had a chance to do more than ‘okay so I also have tremors’ #but hey. I have to have my annual pcp visit so I’ll make myself whine about it and the fluttery/tight/visible chest&pulse issues then #(they’re probably related. POTS…kinda can cause high bp/tachicardia and sometimes tremors too.) #(and like. high bp is kinda something so common in my family in young adulthood it’s a ‘when’ vs ‘if’) #so…yeah. sometimes I think I might need some sort of chair and service animal #in addition to custom fitted compression globes #and probably compression shorts and spats and sleeves on my knees and elbows #aaaaand prolly custom arch supports. in addition to Nicer Shoes than an Okay $50 newbalance pair #which…yeah. you can see how all this would get Very Expensive Very Fast #(aaaaaaaand… hope I don’t idk. get dropped from my medicaid? listen they’re sending me automated messages to get my risk assessment done) #(and I’ve got so much going on that I would be Screwed even if I hadn’t aged out of my dad’s insurance) #(it definitely affects me being able to work and keep a job)