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CustomerNexus offers services which enable clients to better serve the needs of their customers to help drive business growth via acquisition and retention. These services impact clients’ customer-facing and internal operations, enabling them to enact the necessary strategic business and technology changes to enhance connectivity and delivery of products and services demanded by their customers.
Customer Experience

Use AI and data to deliver value at every customer touchpoint.
- Customer Relationship Management (CRM) : Leverage generative AI to streamline contact, lead, and opportunity management to improve tracking and boost sales.
- Customer Service : Use agentic AI to automate support tasks, resolve issues, and speed up returns across service platforms.
- Customer Satisfaction : Collect feedback via surveys, service tickets, and social media to analyze CSAT, NPS, and sentiment for actionable insights.
- Customer Success : Build tech-enabled programs to onboard, retain, and deliver measurable value to customers.
- Customer Experience : Use AI and analytics to optimize every customer touchpoint for value, alignment, and satisfaction.
Sales and Marketing

Streamline business functions to personalize customer outreach and drive growth.
- Sales/Business Development : Use AI to streamline processes, gather market intelligence, and refine pursuit messaging.
- Market Research : Leverage data and analytics to track trends and extract insights for strategic campaigns.
- Marketing Campaigns : Automate targeting and outreach using AI-driven campaign management.
- Brand Campaigns : Apply analytics to assess brand recognition across customers, markets, and competitors.
Product Innovation

Enable clients to remove innovation barriers and use customer insights to improve product delivery.
- Product Planning & Positioning : Use customer feedback analytics to refine value propositions and boost market appeal.
- Product Development : Apply Design Thinking to solve user pain points, prototype solutions, and optimize launches.
- Intellectual Property Protection : Secure legal protections (IP, contracts) and processes to safeguard innovations and assets.
- Executive Management/Investor Solicitation : Create strategic plans and proposals to gain leadership or investor approval and funding.
Organization Planning & Management

Conduct strategic reviews to identify changes that accelerate development and enhance customer value.
- Strategic Planning : Establish growth objectives and create roadmap to business and technology changes needed for successful outcomes.
- Structure Optimization : Assess team roles, value contribution, and deployment for maximum efficiency.
- Strategic Alignment : Ensure teams access technology, processes, and messaging to drive customer success.
- Change Management : Use generative AI to support training and communication for smooth adoption of new offerings.
- Professional Development : Create ongoing systems to grow team skills, roles, and compensation aligned with strategy.
Management Services

CustomerNexus helps clients enhance internal operations to better serve their customers.
- Project/Program Management : Use proven methods to lead solution design and delivery that impacts customers.
- Vendor Evaluation/Management : Leverage AI to standardize vendor selection, onboarding, and oversight processes.
- Governance, Risk, and Compliance : Apply analytics to monitor compliance with industry standards and regulations.
- Strategic Content Development : Use generative AI to create clear, targeted content for communications and materials.
Technology Consulting

Drive better customer outcomes with AI-driven insights and automation.
- Generative / Agentic AI : Build and train AI models for chatbots, sales insights, and automated service workflows.
- Data : Create secure, governed pipelines for customer data ingestion, management, and access.
- Analytics : Use descriptive, predictive, and prescriptive analytics to monitor, forecast, and improve customer experiences.
Plan. Build. Grow. Win.
Have questions or need guidance? We are here to help – reach out anytime.