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#CCS19
Building Customer Success With
Enhanced Employee Engagement
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Retail Touchpoints: @RTouchPoints
Adam Blair: @adamblair29
Medallia: @Medallia
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Questions, Tweets & Resources
Submit your
questions here
Download
today’s
resources
Join the
conversation
#CCS19
#CCS19
Panelists MODERATOR:
Adam Blair
Editor
Retail TouchPoints
Russ Haswell
VP and Solution Principal
Medallia
Erica James
Senior Manager, Professional
Services
Medallia
Medallia © Copyright 2019. Confidential.
Building Customer Success With
Enhanced Employee Engagement
Medallia © Copyright 2019. Confidential.
Today’s
Discussion
Agenda
1. About Medallia & Operational CX
2. CX and EX Trends
Trend 1: Experience is the new product
Trend 2: The expectation bar is being raised
Trend 3: Leveraging engaged employees
3. Wrap-up / Q&A
Medallia © Copyright 2019. Confidential.
Create a world where companies
are loved by their customers and
employees
Medallia © Copyright 2019. Confidential.
Optimize
CRM POSERP
Dynamic OrgSync
Advanced Data Analytics
Engage
Structured
(surveys)
Unstructured
(comments)
Data Collection & Ingestion
AI & Machine Learning | Text Analytics In-Memory
Analytics | NLP
Solicited Feedback Unsolicited Feedback
Operational Data
Messaging
Observed Behavior
Voice
SocialEmployee
Activate
Executives
Insights
Managers & Frontline
Real-time Actions, Dashboards,
Alerts & A/B Testing
IOT signals Visit Patterns Event Data
Prioritize investments,
address systemic issues
Root cause deep dive,
Innovation tests (A/B)
Strengthen
relationships via closed
loop feedback
Medallia Experience Cloud
A Platform Overview
Medallia © Copyright 2019. Confidential.
Customer
Experience
Business
Experience
Employee
Experience
Product
Experience
Purpose built to deliver experiences that drive outcomes
Improves customer loyalty
Increases purchase
frequency
Drives operational efficiency
Saves at-risk accounts
Improves upsell/cross-sell
Increases sales productivity
Increases productivity
Reduces attrition
Improves onboarding time
Reduces development risk
Shortens development
cycles
Validates new ideas
Interconnected Experiences for All Businesses
Medallia © Copyright 2019. Confidential.
Customer
Experience
Business
Experience
Employee
Experience
Product
Experience
Improves customer loyalty
Increases purchase frequency
Drives operational efficiency
Saves at-risk accounts
Improves upsell/cross-sell
Increases sales productivity
Increases productivity
Reduces attrition
Improves onboarding time
Reduces development risk
Shortens development
cycles
Validates new ideas
Purpose built to deliver experiences that drive outcomes
Interconnected Experiences for All Businesses
Medallia © Copyright 2019. Confidential.
Trends driving the convergence of CX & EX
Medallia © Copyright 2019. Confidential.
Experience is the
new product
1
Trends driving the convergence of CX & EX
Medallia © Copyright 2019. Confidential.
Experience is the
new product
The expectation bar is being
raised
21
Trends driving the convergence of CX & EX
Medallia © Copyright 2019. Confidential.
Experience is the
new product
The expectation bar is being
raised
Leveraging engaged
employees
21 3
Trends driving the convergence of CX & EX
Medallia © Copyright 2019. Confidential.
CX evolution is fueling operational transformation
Continuous feedback
Capture entire journey
across all touchpoints
Information and insights
accessible to any team
Point in time
Single touchpoint
Data & insights siloed
Medallia © Copyright 2019. Confidential.
nner/outer loop system supports continuous improvement
at scale
*Source: Bain & Company
Medallia © Copyright 2019. Confidential.
Great experiences lead to great results
Every interaction matters
Customers will pay up to 16% more for a great
experience and will walk away from just one
bad one
Source: PwC, 2018
CX Leaders have greater revenue
growth over CX Laggards
CX Laggards CX Leaders
Source: Forrester, 2017
of customers will
walk away from a
brand they love
after just one bad
experience
Medallia © Copyright 2019. Confidential.Medallia © Copyright 2019. Confidential.
People Buy Experiences, Not Products
Customers expect an experience that is personalized, timely, and
convenient—or they will go elsewhere
Medallia © Copyright 2019. Confidential.
Experience is the
new product
The expectation bar is being
raised
Leveraging engaged
employees
21 3
Trends driving the convergence of CX & EX
Medallia © Copyright 2019. Confidential.
Experience is
the new
product
Feedback is telling us
that customers want
more hands-on
assistance when using
our products, what’s the
best way to deliver?”
“
Medallia © Copyright 2019. Confidential.
LEARN BUY GET USE ASSIST GROW
Web Browse
In-App Browse Online ChatWeb Purchase
Agent
Assisted Sales
Store Zones
Assisted Sale,
Ship to Home
Buy Online,
Ship to Home
In-Store Services
Return & Repair
by Mail
Return & Repair
in Store
Inbound
Feedback
SupportStore Purchase
Buy in Store,
Ship to Home
Store Browse
Product
Feedback
Loyalty
Pop-Ups & Events
In-App Purchase
Registry
Buy Online,
Pickup in Store
Remote Services
Assisted Sale,
Pickup in Store
Contact Center
Operations
Store
Operations
Digital
Operations
Social Reviews
for Products
Social Reviews
for Locations
Promote
Location Reviews
Promote
App Reviews
Promote
Product Reviews
Proliferation of “micro” journeys to best serve today’s retail
customer
Omnichannel
Fulfillment
Medallia © Copyright 2019. Confidential.
Although most businesses are organized around channels,
“micro journeys” capture the customers’ perspective
One continuous, unified view across
the shopper's journey
Medallia © Copyright 2019. Confidential.
Experience is the
new product
The expectation bar is being
raised
Leveraging engaged
employees
2
Trends driving the convergence of CX & EX
31
Medallia © Copyright 2019. Confidential.
The
expectation
bar is being
raised
Our pet owner is
expecting us to know
more and more about
nutritional products, how
do we keep up with rising
expectations?”
“
Medallia © Copyright 2019. Confidential.
EX is a CX (and revenue) multiplier
Business units with top quartile
employee engagement see…
• 17% higher productivity
• 41% less absenteeism
• 51% lower turnover
... compared with business
units in the bottom quartile.
0-6
Employee Likelihood to Recommend
Future employee performance tied to current eNPS
Sources: Harter, Schmidt, Hayes (2002), “Business-Unit-Level Relationship Between Employee Satisfaction,
Employee Engagement, and Business Outcomes: A Meta-Analysis”, Journal of Applied Psychology. Gallup
Studies, 2016. Medallia.
+5%
increase
7 8 9 10
Medallia © Copyright 2019. Confidential.
Adopting a lifecycle approach towards Employee Engagement
RECRUIT GROW CARE ENABLE ENGAGE SEPARATE
Onboarding Life Events
Internal Service
Management
Pulse Offboarding
Training
Compensation &
Benefits
Technology Tools 360 Feedback Alumni
Performance &
Development
Workspace &
Amenities
Ideas
Internal
Communications
Internal Group
Services
ServicesEngagement
Journeys &
Moments
Careers Website
Recruiting Events
Candidate
Ideas
Medallia © Copyright 2019. Confidential.
The Employee Journey and the corresponding level of
engagement is heavily influenced by “moments that matter”
Visibility, intelligence and action to unlock
the power of your people
Medallia © Copyright 2019. Confidential.
Experience is the
new product
The expectation bar is being
raised
Leveraging engaged
employees
3
Trends driving the convergence of CX & EX
21
Medallia © Copyright 2019. Confidential.
Leveraging
engaged
employees
We need our BOPIS
journey to deliver
greater value to our
customer, but how?”
“
Medallia © Copyright 2019. Confidential.
Adopting a lifecycle approach towards Employee Engagement
RECRUIT GROW CARE ENABLE ENGAGE SEPARATE
Onboarding Life Events
Internal Service
Management
Pulse Offboarding
Training
Compensation &
Benefits
Technology Tools 360 Feedback Alumni
Performance &
Development
Workspace &
Amenities
Ideas
Internal
Communications
Internal Group
Services
ServicesEngagement
Journeys &
Moments
Careers Website
Recruiting Events
Candidate
Ideas
Medallia © Copyright 2019. Confidential.
Leveraging the voice of your employees
● Feedback from the field (e.g.
products, services, observed
customer feedback)
● Ideas for operational
improvement
● Out of stock management
● Outer-loop “challenge”
Voice Your Ideas!
Medallia © Copyright 2019. Confidential.
Key Takeaways from Today
Experience is the new product... listen to your customers and focus
on methods to enhance the experience throughout their entire
lifecycle
The customer expectation bar is being raised... engage your
employees at moments that matter to them (and to your
customers)
Leverage engaged employees... a highly engaged workforce can be
a treasure trove of ground breaking (and profitable) ideas, involve
them in your continuous improvement process
2
1
3
experience.medallia.com | Current price $1095 till April 15
THE EXPERIENCE MANAGEMENT CONFERENCE OF THE YEAR
JUNE 3–5, SAN DIEGO, CA
Use code EXP19WEB to save $100 on registration!
Medallia © Copyright 2019. Confidential. 37
Q&A
#CCS19
Q&A // Panelists MODERATOR:
Adam Blair
Editor
Retail TouchPoints
Russ Haswell
VP and Solution Principal
Medallia
Erica James
Senior Manager, Professional
Services
Medallia
#CCS19
#CCS19
Thanks for attending
Catch up on all of the #CCS19 series here:
http://webinars.retailtouchpoints.com/connected-consumer-series/2019/

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Building Customer Success With Enhanced Employee Engagement

  • 1. #CCS19 Building Customer Success With Enhanced Employee Engagement SPONSORED BY:
  • 2. #CCS19 Follow this event on LinkedIn & Twitter #CCS19 Retail Touchpoints: @RTouchPoints Adam Blair: @adamblair29 Medallia: @Medallia
  • 3. #CCS19 About Retail TouchPoints  Launched in 2007  Over 45,000 retail subscribers  To provide executives with relevant, insightful content across a variety of digital medium Sign up for our weekly newsletter: www.retailtouchpoints.com/subscribe
  • 4. #CCS19 Prize Pack: Register & Attend to Win Earn 1 automatic entry when you register and a second entry when you attend live. Register For & Attend #CCS19 Webinars For the Best Chance to Win! • Free Pass to #RIC19 in NYC May 6th-8th – 1 Winner Per Day • Apple AirPods – 1 Winner • $10 Starbucks Gift Cards – 1 Winner Per Session
  • 5. #CCS19 Questions, Tweets & Resources Submit your questions here Download today’s resources Join the conversation #CCS19
  • 6. #CCS19 Panelists MODERATOR: Adam Blair Editor Retail TouchPoints Russ Haswell VP and Solution Principal Medallia Erica James Senior Manager, Professional Services Medallia
  • 7. Medallia © Copyright 2019. Confidential. Building Customer Success With Enhanced Employee Engagement
  • 8. Medallia © Copyright 2019. Confidential. Today’s Discussion Agenda 1. About Medallia & Operational CX 2. CX and EX Trends Trend 1: Experience is the new product Trend 2: The expectation bar is being raised Trend 3: Leveraging engaged employees 3. Wrap-up / Q&A
  • 9. Medallia © Copyright 2019. Confidential. Create a world where companies are loved by their customers and employees
  • 10. Medallia © Copyright 2019. Confidential. Optimize CRM POSERP Dynamic OrgSync Advanced Data Analytics Engage Structured (surveys) Unstructured (comments) Data Collection & Ingestion AI & Machine Learning | Text Analytics In-Memory Analytics | NLP Solicited Feedback Unsolicited Feedback Operational Data Messaging Observed Behavior Voice SocialEmployee Activate Executives Insights Managers & Frontline Real-time Actions, Dashboards, Alerts & A/B Testing IOT signals Visit Patterns Event Data Prioritize investments, address systemic issues Root cause deep dive, Innovation tests (A/B) Strengthen relationships via closed loop feedback Medallia Experience Cloud A Platform Overview
  • 11. Medallia © Copyright 2019. Confidential. Customer Experience Business Experience Employee Experience Product Experience Purpose built to deliver experiences that drive outcomes Improves customer loyalty Increases purchase frequency Drives operational efficiency Saves at-risk accounts Improves upsell/cross-sell Increases sales productivity Increases productivity Reduces attrition Improves onboarding time Reduces development risk Shortens development cycles Validates new ideas Interconnected Experiences for All Businesses
  • 12. Medallia © Copyright 2019. Confidential. Customer Experience Business Experience Employee Experience Product Experience Improves customer loyalty Increases purchase frequency Drives operational efficiency Saves at-risk accounts Improves upsell/cross-sell Increases sales productivity Increases productivity Reduces attrition Improves onboarding time Reduces development risk Shortens development cycles Validates new ideas Purpose built to deliver experiences that drive outcomes Interconnected Experiences for All Businesses
  • 13. Medallia © Copyright 2019. Confidential. Trends driving the convergence of CX & EX
  • 14. Medallia © Copyright 2019. Confidential. Experience is the new product 1 Trends driving the convergence of CX & EX
  • 15. Medallia © Copyright 2019. Confidential. Experience is the new product The expectation bar is being raised 21 Trends driving the convergence of CX & EX
  • 16. Medallia © Copyright 2019. Confidential. Experience is the new product The expectation bar is being raised Leveraging engaged employees 21 3 Trends driving the convergence of CX & EX
  • 17. Medallia © Copyright 2019. Confidential. CX evolution is fueling operational transformation Continuous feedback Capture entire journey across all touchpoints Information and insights accessible to any team Point in time Single touchpoint Data & insights siloed
  • 18. Medallia © Copyright 2019. Confidential. nner/outer loop system supports continuous improvement at scale *Source: Bain & Company
  • 19. Medallia © Copyright 2019. Confidential. Great experiences lead to great results Every interaction matters Customers will pay up to 16% more for a great experience and will walk away from just one bad one Source: PwC, 2018 CX Leaders have greater revenue growth over CX Laggards CX Laggards CX Leaders Source: Forrester, 2017 of customers will walk away from a brand they love after just one bad experience
  • 20. Medallia © Copyright 2019. Confidential.Medallia © Copyright 2019. Confidential. People Buy Experiences, Not Products Customers expect an experience that is personalized, timely, and convenient—or they will go elsewhere
  • 21. Medallia © Copyright 2019. Confidential. Experience is the new product The expectation bar is being raised Leveraging engaged employees 21 3 Trends driving the convergence of CX & EX
  • 22. Medallia © Copyright 2019. Confidential. Experience is the new product Feedback is telling us that customers want more hands-on assistance when using our products, what’s the best way to deliver?” “
  • 23. Medallia © Copyright 2019. Confidential. LEARN BUY GET USE ASSIST GROW Web Browse In-App Browse Online ChatWeb Purchase Agent Assisted Sales Store Zones Assisted Sale, Ship to Home Buy Online, Ship to Home In-Store Services Return & Repair by Mail Return & Repair in Store Inbound Feedback SupportStore Purchase Buy in Store, Ship to Home Store Browse Product Feedback Loyalty Pop-Ups & Events In-App Purchase Registry Buy Online, Pickup in Store Remote Services Assisted Sale, Pickup in Store Contact Center Operations Store Operations Digital Operations Social Reviews for Products Social Reviews for Locations Promote Location Reviews Promote App Reviews Promote Product Reviews Proliferation of “micro” journeys to best serve today’s retail customer Omnichannel Fulfillment
  • 24. Medallia © Copyright 2019. Confidential. Although most businesses are organized around channels, “micro journeys” capture the customers’ perspective One continuous, unified view across the shopper's journey
  • 25. Medallia © Copyright 2019. Confidential. Experience is the new product The expectation bar is being raised Leveraging engaged employees 2 Trends driving the convergence of CX & EX 31
  • 26. Medallia © Copyright 2019. Confidential. The expectation bar is being raised Our pet owner is expecting us to know more and more about nutritional products, how do we keep up with rising expectations?” “
  • 27. Medallia © Copyright 2019. Confidential. EX is a CX (and revenue) multiplier Business units with top quartile employee engagement see… • 17% higher productivity • 41% less absenteeism • 51% lower turnover ... compared with business units in the bottom quartile. 0-6 Employee Likelihood to Recommend Future employee performance tied to current eNPS Sources: Harter, Schmidt, Hayes (2002), “Business-Unit-Level Relationship Between Employee Satisfaction, Employee Engagement, and Business Outcomes: A Meta-Analysis”, Journal of Applied Psychology. Gallup Studies, 2016. Medallia. +5% increase 7 8 9 10
  • 28. Medallia © Copyright 2019. Confidential. Adopting a lifecycle approach towards Employee Engagement RECRUIT GROW CARE ENABLE ENGAGE SEPARATE Onboarding Life Events Internal Service Management Pulse Offboarding Training Compensation & Benefits Technology Tools 360 Feedback Alumni Performance & Development Workspace & Amenities Ideas Internal Communications Internal Group Services ServicesEngagement Journeys & Moments Careers Website Recruiting Events Candidate Ideas
  • 29. Medallia © Copyright 2019. Confidential. The Employee Journey and the corresponding level of engagement is heavily influenced by “moments that matter” Visibility, intelligence and action to unlock the power of your people
  • 30. Medallia © Copyright 2019. Confidential. Experience is the new product The expectation bar is being raised Leveraging engaged employees 3 Trends driving the convergence of CX & EX 21
  • 31. Medallia © Copyright 2019. Confidential. Leveraging engaged employees We need our BOPIS journey to deliver greater value to our customer, but how?” “
  • 32. Medallia © Copyright 2019. Confidential. Adopting a lifecycle approach towards Employee Engagement RECRUIT GROW CARE ENABLE ENGAGE SEPARATE Onboarding Life Events Internal Service Management Pulse Offboarding Training Compensation & Benefits Technology Tools 360 Feedback Alumni Performance & Development Workspace & Amenities Ideas Internal Communications Internal Group Services ServicesEngagement Journeys & Moments Careers Website Recruiting Events Candidate Ideas
  • 33. Medallia © Copyright 2019. Confidential. Leveraging the voice of your employees ● Feedback from the field (e.g. products, services, observed customer feedback) ● Ideas for operational improvement ● Out of stock management ● Outer-loop “challenge” Voice Your Ideas!
  • 34. Medallia © Copyright 2019. Confidential. Key Takeaways from Today Experience is the new product... listen to your customers and focus on methods to enhance the experience throughout their entire lifecycle The customer expectation bar is being raised... engage your employees at moments that matter to them (and to your customers) Leverage engaged employees... a highly engaged workforce can be a treasure trove of ground breaking (and profitable) ideas, involve them in your continuous improvement process 2 1 3
  • 35. experience.medallia.com | Current price $1095 till April 15 THE EXPERIENCE MANAGEMENT CONFERENCE OF THE YEAR JUNE 3–5, SAN DIEGO, CA Use code EXP19WEB to save $100 on registration!
  • 36. Medallia © Copyright 2019. Confidential. 37 Q&A
  • 37. #CCS19 Q&A // Panelists MODERATOR: Adam Blair Editor Retail TouchPoints Russ Haswell VP and Solution Principal Medallia Erica James Senior Manager, Professional Services Medallia
  • 39. #CCS19 Thanks for attending Catch up on all of the #CCS19 series here: http://webinars.retailtouchpoints.com/connected-consumer-series/2019/