Execs In The Know- A Global Network of Customer Experience Professionals

Tag Archives: Customer Data

Disrupter 5: Contextualized Knowledge Bases for Personalization and Prediction

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The following is a guest blog by Mandeep Singh Kwatra, VP, Solutions and Capabilities at Hinduja Global Solutions (HGS). For more information about HGS, visit their website

As companies gain a deeper understanding of customers through research and predictive analytics, they will use that information to develop more individualized customer experiences. Today, it’s not enough to have a knowledge base. The best, most insightful business intelligence is developed from a contextual knowledge base that can be used by both agents and customers to predict the right answer based on that particular customer’s data, situation, location, and needs. The end result is faster responses, increased issue resolution, reduced customer effort, and happier customers.

Internet and digital channels have shrunk the world of customer information, and now everything is available at the click of a button. Customer loyalty is as fragile as that button click. Customers want brands to understand what they really need. They want everything personalized for them, at every step of the customer journey—from prepurchase research to complaints or when they are contemplating whether to jump ship. Today’s customers want personalized sales cycle, service queues, and complaints management. This means a knowledge base that employs two key elements:

– First, brand knowledge cannot be dated. It cannot be robotic or a copy paste of a manual or process. Knowledge has to be contextual. It has to be natural and language driven. It has to be how customers like to talk.

– Second, today’s predictive analytics answer to contemporary customer expectations, which are: to get the right answer fast, while also meeting sophisticated personalization criteria.

Contextualized Knowledge Bases

This shift from “content” to “context” requires companies to understand and categorize customers in personalized slots. According to a recent survey by Adobe, more than 60% of online users wanted to know why, what, and how web sites select content personalized for them. Companies need to have their personalization strategies backed by solid, accurate customer data. This is made easy by customers leaving a virtual bread crumb trail on their online journeys for brands to follow. But, the first order of business is to build a contextual knowledge base template that can support personalized customer data. Because customer behavior changes from one situation to another, a contextual database should include customer reactions across a broad spectrum of situations to be comprehensive and accurate. A recent study by Forrester Consulting on behalf of EverString found that marketers most often face the two challenges of ensuring data quality and managing data from a variety of sources (both 47%) in attempting to gain greater insights about customers and prospects. Continue reading

Cultivating CX Change: A Real-life Success Story

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The following is a guest blog written by Lorraine Schumacher, Customer Experience Evangelist at Clarabridge. Learn more about Clarabridge by visiting their website.

Starting a Customer Experience (CX) program is no small feat. For Justin MacDonald, Customer Experience Manager at Infusionsoft, he eats, breathes, and sleeps CX and is a passionate champion and change agent within his business. A Software-as-a Service (SaaS) company that serves small businesses, Infusionsoft needs to earn their customers’ loyalty each month. To keep pulse on the customer experience—whether it’s calling the support center, using the product, or any other interaction—the business relies on customer feedback from multiple sources.

MacDonald shared some key principles that he’s identified as critical to understand when building a CX program.

CX Impacts Everything

It’s critical for a CX team to work cross-functionally because CX impacts all areas of the business, and all areas of the business impact CX. A true omni-source program gathers customer feedback from all sources, on all areas of the customer experience, and then makes that information actionable.

“With entrepreneurs and small businesses, business is personal, and their experience with every element of their journeys with our company and product impacts their business, their customers, and ultimately their vote to continue business with us each month,” said MacDonald. “Customer retention, cost of acquisition, and monthly recurring revenue are all majorly impacted by customer experience. We believe we will hit our business goals because we deliver a great customer experience.”

A true believer that a strong CX program is worth its weight in gold, MacDonald adds, “You don’t make experiences better for customers so that your company benefits; your company benefits because you make customer experiences better.” Continue reading