Episodios

  • Want to navigate the complexities of digital transformation successfully? In this episode, Jonathan Murray, the Chief Strategy Officer at Mod Op and co-author of Getting Digital Done, outlines a step-by-step approach to integrating AI into your customer experience strategy. He explains how to build a solid data foundation and establish governance principles that will set your organization up for success. Plus, Jonathan and Lauren discuss the disconnect between leadership and customer needs, and how to bridge that gap using data-driven insights.

    Tune in to learn:

    Why organizations often resist new technologies due to fear and uncertaintyHow AI can enhance customer interactions through conversational experiencesHow AI can help rehumanize business interactions with customersWhy organizations must have the right data infrastructure to leverage AIWhy employee experience must be prioritized to ensure successful transformations

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • What does it take to truly win over customers in today's fast-paced digital landscape? Join us as Danny Pozo, Cisco’s VP of U.S. Commercial Customer Experience, shares his unique perspective on customer experience at Cisco. From the importance of emotional intelligence to the role of AI in CX, this episode dives deep into the strategies that can make or break customer relationships. Are you ready to rethink your approach?

    Tune in to learn:

    Why customer experience is about winning a customer, not just a transactionThe importance of emotional intelligence and why it will never be replaced by AIHow to effectively engage with customersWhy you need to build a strong internal culture in order to succeed in customer successHow AI can help predict customer behavior and improve serviceWhy personalization in customer service enhances loyaltyHow taking risks can lead to innovation in customer experience.

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • Are we relying too much on technology in customer success? Sarah Parker, the SVP of Customer Success at BetterUp, discusses the balance between automation and human touch in customer relationships. Is it possible to scale customer success without losing the personal connection? Join us as we explore this critical debate in the industry.

    Tune in to learn:

    Why data is essential for driving customer success at scale.The importance of AI readiness for organizations today.How understanding customer business context enhances service delivery.Why engagement strategies must focus on the end user experience.Why standardization in processes allows for better automation.How AI can enhance the capabilities of customer success teams.How proactive engagement can prevent churn and improve satisfaction.

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.

    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, Monica Trivedi, VP of Global Client Experience at JLL Technologies, discusses the importance of client experience in driving revenue growth and the strategies she employs to enhance customer success. She emphasizes the need for understanding client ecosystems, managing a global team, and fostering cross-functional relationships. Monica also shares insights on leveraging AI to improve efficiency and the significance of creating moments of delight for clients.

    Tune in to learn:

    Why client experience should be a 24/7 focus for leaders.How building relationships with product teams enhances collaboration.How AI can streamline customer support and engagement.The importance of meeting with your CX team.How to foster a customer-centric mindset

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, Amanda Teder, Executive Vice President of Marketing at Generac, discusses the company's evolution from a generator manufacturer to a total energy solutions provider and she highlights the importance of customer experience and how Generac is adapting to changing consumer needs. Amanda and Lauren also dive into the role of AI in customer service, the significance of sustainable energy solutions, and the strategies for gathering customer insights.

    Tune in to learn:

    Trends in the energy spaceProactive customer engagement strategiesThe role of AI in customer serviceBalancing marketing and customer experienceStrategies for gathering customer insights and feedbackAdvice for customer experience leaders

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, Gina Hardy, Chief Marketing and Experience Officer at Chamberlain Group, discusses the evolution of customer experience in the digital-first world. She emphasizes the importance of understanding the customer and their needs, using data to anticipate needs, and effectively communicating complex products to consumers. Gina shares her experiences in marketing, including her role in shaping myQ’s product journey and successful campaigns with LeBron James and Serena Williams for Tonal. Plus, she highlights the power of storytelling in creating memorable brand experiences.

    Key Insights:

    Understanding the customer and their needs is crucial in creating a great customer experience.Data can be used to anticipate customer needs and create personalized experiences.Effectively communicating complex products to consumers is a challenge that requires concise and compelling messaging.Storytelling is a powerful tool in creating memorable brand experiences.Creating a memorable customer experience requires balancing intrigue with informative content and understanding the customer journey.Fostering a culture of innovation and prioritizing the employee experience are key to building a successful brand.Feedback is crucial for growth and should be encouraged and acknowledged in order to create a safe space for ideas.AI can enhance customer care and marketing, but it requires continuous iteration and data-driven decision-making.Opinions and assumptions should be validated through customer research and feedback to ensure that products and marketing efforts meet customer needs.

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, Diya Sikka, Director of NPSx, a start-up at Bain & Company, discusses the third wave of customer experience and the shift from surveys and insights to predictive analytics and data-driven value. She emphasizes the importance of not relying solely on a single metric like Net Promoter Score and highlights the need to connect CX to key value metrics. Diya also discusses the challenges of organizing and utilizing data for CX and recommends starting with use case driven approaches and leveraging existing technology.

    Key Insights:

    Relying solely on a single metric like NPS is not the right approach; it should be connected to key value metrics.Organizations should start with use-case-driven approaches and leverage existing technology to organize and utilize data for CX.Evaluating CX maturity can be done using the CX global standards framework, which assesses capabilities in culture, capability, and execution. Data management is a critical area that companies often overlook in creating a strong customer experience.CX leaders should go beyond surveys and understand sentiment across the entire customer base to unlock value.The role of the CX leader is to be a master coordinator and facilitator across teams, driving customer-centricity and connecting the dots.Recognizing and empowering employees is crucial in creating a customer-centered culture.Creating a closed-loop feedback system and actively listening to employees' suggestions and ideas is essential.Best-in-class companies prioritize the customer in executive meetings and leaders actively engage with customers.

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, author and advisor Tiffani Bova shares her journey of understanding the impact of technology on customer experience and the need to consider employee experience as well. Tiffani emphasizes the need to reduce effort for both customers and employees, as many companies have shifted the effort from customers to employees. She highlights the importance of considering the employee experience in order to improve customer experience and achieve growth.

    Tune in to learn:

    Balancing employee experience with customer experience is crucial for business growth.Reducing effort for both customers and employees is essential for improving their experiences.Ownership of employee experience is often fragmented across different departments.Collaboration between departments is necessary to create a holistic approach to experience.Considering employee experience is key to achieving customer satisfaction and loyalty. Tracking employee effort is as important as tracking customer effort in order to improve the overall customer experience.The customer effort score is a useful metric for measuring employee effort and identifying areas of improvement.CX leaders should influence the executive team by journey mapping customer experiences and collaborating with IT to find solutions.Focusing on the employee experience is crucial for enhancing both employee and customer experiences.AI can be a powerful tool for improving customer experience, but it requires clean and reliable data.Human connections and great customer service can make up for shortcomings in other areas of the customer experience.

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, author David Avrin discusses the importance of being easy to do business with and reducing customer friction in order to stay ahead in a competitive market. He emphasizes the shift in customer drivers from quality and commitment to speed and convenience, plus, he highlights the common mistakes businesses make, such as assuming what works well for them works well for their customers. He also addresses the sources of friction in the customer experience, including perceived time wasted and scripted empathy without resolution.

    Tune in to learn:

    Businesses often assume what works well for them works well for their customers, but the drivers of customer choice have shifted to speed and convenience.The most common source of friction in the customer experience is the perception of time wasted.Companies should focus on resolving issues quickly and providing a positive experience to avoid negative online reviews and customer complaints.Being easy to do business with and minimizing customer friction can be a competitive advantage in a market where everyone is good.Businesses should understand customer preferences, address issues promptly, and be the safe choice to leverage customer experience as a competitive advantage. Customer experience is the new marketing, and organizations need to focus on how customers feel.Leaders should have a finger on the pulse of customer expectations and be forward-thinking in their approach.There is a difference between customer experience and customer service, with customer experience encompassing every touchpoint and interaction with a brand.

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, Shane Beardsley, Vice President of Guest Experiences and Communications at the Jacob K. Javits Center in New York City, discusses the ever-changing landscape of convention centers and the importance of creating a great event experience. He highlights the importance of understanding the needs of different event demographics and being adaptable to meet those needs and emphasizes the value of consistency, listening to clients, and building strong relationships to ensure repeat business.

    Tune in to learn:

    Why Aggressive customer service and attention to detail are key in creating a great event experience.Why understanding the needs of different event demographics and being adaptable is crucial.The importance of consistency, listening to clients, and building strong relationships to ensure repeat business.How the Javits Center aims to provide a seamless and enjoyable experience for all attendees. Methods for tracking success of an event.Why leading by example and creating a positive on-the-ground experience are crucial for customer experience leaders.

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, Sofya Pogreb, the Chief Operating Officer at BILL, discusses how BILL instills a customer-first mindset throughout the organization, the importance of customer support and experience, and how data is used to optimize customer experiences. Sofia also emphasizes the need for cross-functional collaboration and the role of the COO in championing customer focus.

    Tune in to learn:

    How to instill a customer-first mindsetThe role of the COO in championing customer focusWhy you should be measuring customer effort and employee effortThe ROI of having a customer-focusThe importance of empathy in customer experience

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, Josh Ives, SVP of Customer Experience Operations at FanDuel, discusses the customer-centric strategies and innovative approaches that have contributed to the success of FanDuel in the highly competitive sports betting industry. He emphasizes the importance of building customer trust, protecting customers through responsible gaming programs, and creating personalized experiences. Josh also highlights the significance of partnerships in expanding the reach of FanDuel and enhancing the customer experience.

    Tune in to learn:

    Why building customer trust is crucial for success in the sports betting industry.Why responsible gaming programs and customer protection are key strategies to drive loyalty.How personalization and understanding customer preferences create engaging experiences.How partnerships play a significant role in expanding reach and enhancing the customer experience.Why consistency is key in delivering great customer experiences.How recovery from service failures can be an opportunity to build trust and loyalty.Why integrating tools and technology can enhance both the customer and employee experience.

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, Andrea Sengara, the Head Of Marketing, Campari America, discusses the importance of storytelling in marketing and how it can create an emotional connection with consumers. She shares examples of how Campari brands like Wild Turkey and Grand Marnier use storytelling to honor their rich history and engage consumers, and she talks about the balance between art and science in designing customer experiences and the importance of personalization and data-driven decision-making.

    Tune in to learn:

    How to create experiential moments and partnershipsThe importance of connecting with Gen Z through authenticity and experiencesWhy you should be balancing art and science in designing customer experiencesHot to think about personalization and data-driven decision-making

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, Meghan Hatalla, Senior Customer Experience Researcher at Veritas Technologies, discusses the use of machine learning and natural language processing to enhance user research and improve customer experience. She highlights the importance of data analysis, sentiment analysis, and personalization in understanding user behavior and needs, and talks about the challenges of implementing AI in customer experience.

    The role of machine learning and AI in processing large data sets and identifying patterns in user behaviorThe importance of qualitative research in understanding user experiences and problem-solvingHow to Implementing AI in customer experienceHow to build trust and emotional connections for a positive customer experienceKey Components of Effective Customer InterviewsThe Role of User Research in AI

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, Eli Weiss, VP of Retention Advocacy at Yotpo, discusses the evolving space of customer experience and SaaS, emphasizing the importance of kindness and humility in the industry. He also discusses the importance of personalization in CX and retention, and highlights the value of leveraging data to create targeted messaging and improve the customer journey.

    Tune in to learn:

    The Importance of RetentionFinding the Balance in CX StrategiesThe Value of Great CX and Missed OpportunitiesBusinesses' Perception of CXThe Role of AI in Improving CXThe Power of PersonalizationThe Future of MessagingTrends in CX and RetentionElevating the CX and Retention Conversation

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, George Hanson, the Chief Digital Officer at Mattress Firm, discusses how innovative technologies are revolutionizing the retail space and enhancing customer satisfaction. He emphasizes the importance of starting with customer needs and finding ways to transition from online to in-store experiences as seamlessly as possible. Plus, he talks about the central role of retail associates in the customer experience and the need to provide them with the tools and technology they need to succeed.

    Tune in to learn:

    The Role of Sleep Experts in the Mattress IndustryThe Need to Preserve Human-to-Human Relationships in RetailThe Importance of Building Trust and Transparency in the Age of AIHow to Create a Seamless Online-to-Offline ExperienceHow To Improve Sleep Health with Data-Driven InsightsWhy You Should Be Mastering the Art of Better Sleep

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, Dane Howard, VP of Product Design at G2, discusses the impact of design on customer experience in software and he emphasizes the importance of trust and transparency in a software marketplace like G2, where reviews play a crucial role. Plus, Dane shares insights on creating alignment and collaboration among teams, the power of storytelling in design, and the value of customer journey mapping.

    Tune in to learn:

    The Impact of Design on Customer Experience in SoftwareWhy You Should Be Bridging the Gap: Designing for Buyers and Sellers in a MarketplaceThe Role of Empathy and Emotional Connection in DesignHow to Create Alignment and Collaboration Among TeamsThe Power of Storytelling in DesignHow to Break Down Silos with Customer Journey MappingThe Importance of Reducing Friction and Increasing DelightThe Power of Useful Artifacts

    Mentions:

    G2.comdanehoward.comstandbeautiful.meBlack Players for Change Juneteenth

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.


    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, Benjamin Baer, the Vice President of Product Marketing at FICO, takes us through FICO's journey from disparate technologies to developing a robust AI decision-making platform. He explains how FICO adapts its product strategy to address the rapidly changing tech industry, the intricacies of predictive and prescriptive analytics, and the future of hyper-personalization in customer experiences.

    Key Takeaways:

    The evolution of FICO’s technology, the integration of predictive analytics, business rules engines, and optimization technologies to create a seamless solution for businesses.How prescriptive analytics helps businesses make informed decisions based on data, predicting outcomes, and optimizing responses.FICO's role as a B2B2C company, helping clients improve their customer experience using advanced analytics.The importance of building authentic, non-transactional relationships with customers to enhance loyalty and long-term engagement.Understanding the current challenges and opportunities in integrating generative AI into customer-facing solutions while ensuring regulatory compliance.Real-world applications of in-stream analytics for real-time customer engagement in various industries.The vision of a fly-by-wire enterprise, where business operations are optimized and automated through advanced analytics and decisioning technologies.The significance of integrating AI as a feature within broader business solutions, rather than as standalone products.

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.

    Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

  • On this episode, Alison Lindland, the CMO of Movable Ink, discusses the impact of AI on marketing teams and she emphasizes the need for teams to adapt to the changing landscape and support their clients throughout their journeys. Alison also shares insights on the company's customer advisory board and the value of collaborating with clients to drive product innovation.

    Key Takeaways:

    How Movable Inc. utilizes AI technology to optimize campaigns and explore new categories for individual recipientsHow AI is changing the work and structure of marketing teams, requiring them to adapt and support their clients through change management.Why employee experience is a key factor in delivering a great customer experienceWhy marketing leaders need to be comfortable with change if they want to succeed in the AI-driven landscape.

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.

    Mission.org is a media studio producing content alongside world-class clients. Learn more at

    mission.org

    .

  • On this episode, Irina Gutman, the Global Leader of Professional Services for AI at Salesforce, discusses how to support customers in transitioning to AI products and services, and she dives deep into the implementation process, change management, AI products, data organization, and job impact. Plus, Irina explains how she views the role of AI in customer service.

    Key Takeaways:

    AI implementation requires a consultative approach, understanding customer vision, goals, and obstacles.Change management is crucial in addressing the impact of AI on the workforce and demystifying AI-related fears.AI products such as generative AI, predictive AI, and automation are tailored to customer needs and integrated into the flow of work.Data organization and cleanliness are essential for successful AI implementation, and training models and prompt engineering play a key role in AI customization.The impact of AI on jobs involves the optimization of certain roles and the emergence of new job opportunities, requiring a shift in mindset and adaptation. AI in customer service requires human oversight and ethical considerations.Responsible AI implementation involves risk assessment and consideration of workforce impact.Staying updated on AI technology is essential for informed decision-making and future readiness.

    How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit salesforce.com/products/data to learn more.

    Mission.org is a media studio producing content alongside world-class clients. Learn more at

    mission.org