Head of Customer Experience

The head of customer experience uses Upscope cobrowsing to smooth out friction points in support, onboarding, sales, and customer success processes.

CX without Upscope

  • They need to ask customers multiple questions to surface the problem
  • The team has to give the customer guidance verbally or by typing out steps
  • Neither the team or the customer feel able to communicate easily

CX with Upscope

  • They barely need to ask questions because they can see the problem
  • They don't type out steps, they directly click for the customer to guide them
  • Both the team and the customer can communicate because they're on the same page

What are the signs your team needs Upscope?

  • Customers, especially less technical ones, are on hour long calls with your team
  • Customers don't understand the offer or the process
  • Customers become quickly disengaged or frustrated

Here is why they use Upscope

  • Without downloads, click once to see what the customer can see. (They don't even need to leave the page.)
  • Draw on their screen to guide them. If they still struggle, enable clicking to use your cursor to click for them.

Get up and running this week to smooth out your CX

There's low change management and training. It's a visual tool.

It's Secure. Upscope is used by some of the largest banks and health companies in the world alongside regular SaaS companies.

Run it for 2 weeks without charge and just enjoy seeing how well your team reacts.

Customer stories

How Freedom Debt Relief transformed their onboarding process with Upscope

How Freedom Debt Relief transformed their onboarding process with Upscope

  • Customers fill in an initial data collection form

  • An onboarding agent would reach out via telephone to qualify to applicant

  • Whilst on the phone, the onboarding agent would initiate a co-browsing session

  • From there, both the agent and customer will move through FDR’s onboarding slide deck until completion

Read Customer Story
4.7 / 5 from 100+ reviews

Try Upscope for free

Upscope is used by hundreds of companies of all sizes to deliver an incredible standard of customer support.

  • "Our data shows Upscope has cut our onboarding team's call time by 27%, which is fantastic."

    Cainen Gerety
    EX Sales Manager at Square