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7 Ways to Manage Customers from
Your Phone
Starting soon…
Brian Murray
VP Customer Experience
• Deloitte Consultant
• Yammer CSM
• Yammer Product
• Cotap CX
Poll:
Which is easier to live
without?
Smartphone Computer
0%
5%
10%
15%
20%
25%
2010 2011 2012 2013
Desktop
Mobile
Going Mobile
7 ways to manage customers from your phone
7 ways to manage customers from your phone
7 ways to manage customers from your phone
LIKE A
BOSS
Please take out
your phones.
Tiny.cc/7Tips
7 Ways to Manage
Customers from your
Phone
1. Know Your Customer
RefreshLinkedIn
2. Save Time On Scheduling
Pick.co
3. Run Efficient Meetings
Do.com
4. Don’t Drop the Ball
TrelloCaptio
5. Make Things Easy & Obvious
Skitch
6. Be Available and Responsive
7. Know Who Needs Help
Totango
7 Ways to Manage Customers
from your Phone
1. Know your customer. Refresh & LinkedIn
2. Save time on scheduling. Pick
3. Run effective meetings. Do
4. Don’t drop the ball. Captio & Trello
5. Make things easy and obvious. Skitch
6. Be available and responsive. Cotap
7. Know who needs help. Totango
Questions?
Cotap is a secure, mobile messaging
app for coworkers that enables fast and
easy communication.

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7 ways to manage customers from your phone