Episodit
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Today’s interview is with Natasha Ratanshi-Stein, CEO & Founder of Surfboard, an award-winning workforce management (WFM) software provider. Natasha joins me today to talk about the findings of their recently released 2024 customer service survey: The third wave of customer support, what might be stopping some customer service teams from not investing in AI tools and capabilities, where they are investing, how it is benefitting them and some advice for customer service leaders looking to get the most out of their AI investments.
Since this podcast was recorded, Surfboard has been acquired by Dialpad. You can find out more here.
This interview follows on from my recent interview – Basketball, false hustle and metrics that matter – Interview with Thomas Laird of Expivia/OttoQA – and is number 521 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
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Today’s interview is with Thomas Laird, founder and CEO of both the Expivia Interaction Marketing Group, a USA BPO omnichannel contact center, and OttoQA, a next-generation solution for automating contact center quality assurance scoring. Thomas is also an author and joins me today to talk about his new book: false hustle: Transforming Customer Experience from Illusion to Impact, what ‘false hustle’ is, how to spot it, the paradox of efficiency and personalization and, if you identify that you have a culture of false hustle, what you should be doing to transform your brand into one that truly values human conversation, insight and connection.
This interview follows on from my recent interview – The five promises of personalization – Interview with Mark Abraham and David Edelman – and is number 520 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
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Today’s interview is with Boston Consulting Group Senior Partner Mark F. Abraham and Harvard Business School Senior Lecturer David C. Edelman. They join me today to talk about their new book: PERSONALIZED: Customer Strategy in the Age of AI, defining personalization, the equation P=n×v2, the five promises of personalization, the technology that brands need to embrace to deliver true personalization, the role of AI in all of this, the customer service C-suite loop and some examples of brands who are personalization leaders.
This interview follows on from my recent interview – There are major tectonic shifts taking place in the outsourcing space right now – Interview with Craig Crisler of SupportNinja – and is number 519 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
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Today’s interview is with Craig Crisler, CEO at SupportNinja, a modern provider of Business Process Outsourcing (BPO) services. Amidst lots of research reporting that despite all the investment in new tech, customer satisfaction is at an all-time low, I talk to Craig about where folks are going wrong with their investments, what’s going on in the BPO space, what shifts are happening, what the future of outsourcing looks like, and what are some of the main challenges ahead.
This interview follows on from my recent interview – Within five years, contact center agents will become contact center specialists – Interview with Sam Wilson of 8×8 – and is number 518 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
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Today’s interview is with Sam Wilson, the CEO of 8x8, a provider of a unified cloud platform for contact center, business phone, video, chat, and APIs that helps companies of any size deliver differentiated customer experiences. I’ve spoken to Sam a couple of times, and every time, we have great conversations where we rummage around some of the big issues that organizations are facing when it comes to delivering against customer expectations. This one is no different and touches on everything from why brands are not keeping up with customers’ expectations to what they should be doing to build loyalty and create lifetime customers. It was great fun so definitely check it out.
This interview follows on from my recent interview – Building customer loyalty and a human connection in an increasingly competitive landscape – Interview with Conny Kalcher of Zurich Insurance – and is number 517 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
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Today’s interview is with Conny Kalcher, Group Chief Customer Officer at Zurich Insurance. Conny joins me today to talk about her ambitions for Zurich to become the “Apple of Insurance”, her guiding philosophy around customer retention and revenue, how they are building customer loyalty and a human connection in an increasingly competitive landscape and some of the big trends and technologies that will drive and shape the future of customer experience.
This interview follows on from my recent interview – If it matters for your customer, it’s important – Interview with Tara DeZao, Simon Thorpe and James Dodkins of Pega – and is number 516 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
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Today’s interview revisits and finalises the series of podcast conversations that I had with various folks whilst at Pegaworld earlier this. This episode is a combo affair and features a conversation with Tara DeZao, Director of Product Marketing, AdTech and MarTech, at Pega. It is then swiftly followed by a chat that I had with Simon Thorpe, Director - Global Product Marketing - Customer Service & Sales Automation, at Pega, who is then joined partway through the conversation by James Dodkins, a friend of the podcast and CX Evangelist, at Pega. Fun and games!
Our conversations cover my guests’ highlights from the event, their perspective on the current state of play in marketing, personalization, customer service, customer experience and the impact of Gen AI on all of the above, amongst a bunch of other things.
This interview follows on from my recent interview – Print-era thinking is holding personalization efforts back – Interview with Vivek Sharma on Movable Ink – and is number 515 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
Disclaimer: I partnered with Pega to conduct interviews and provide my perspective on PegaWorld iNspire 2024.
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Today’s interview is with Vivek Sharma, Chief Executive Officer & Co-Founder of Movable Ink, which empowers marketers with scalable, omnichannel personalization through data activation and AI decisioning. Vivek joins me today to talk about their recent 2024 Audience of One research report, content creation as a key bottleneck in personalisation efforts, how automation through the increased use of artificial intelligence is permitting marketers to take a more strategy-focused approach, how that is impacting metrics like engagement rates, campaign RoI and improved commercial returns and some of the ethical concerns marketers have with new technology.
This interview follows on from my recent interview – Agents view agent-assist technology as more important than a competitive salary – Interview with Gopi Polavarapu at Kore.ai – and is number 514 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
NOTE: Today’s episode is sponsored by Hubspot, who have built an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. It’s all very cool so do check them out at HubSpot.com.
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Today’s interview is with Gopi Polavarapu, Chief Solutions Officer at Kore.ai, a market leader in Conversational AI platform space. Gopi joins me today to talk about two reports that they recently published ( the Agent Experience (AX) Benchmark Report 2024 and the Customer Experience (CX) Benchmark Report 2024), why a bot must emulate a company’s brand and how to keep this authentic to your brand, the importance of building a multilingual bot and the importance of protecting vulnerable customers as the presence of AI in our day-to-day increases.
This interview follows on from my recent interview – The Brand Connectome™ and why we are doing marketing all wrong – Interview with Leslie Zane – and is number 513 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
NOTE: Today’s episode is sponsored by Hubspot who have built an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. It’s all very cool so do check them out at HubSpot.com.
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Today’s interview is with Leslie Zane, who is the Founder and CEO of Triggers, a brand consulting firm, and an authority on harnessing the instinctive mind to accelerate brand and business growth. Leslie joins me today to talk about her new book, THE POWER OF INSTINCT: The New Rules of Persuasion in Business and Life, why she thinks we have entered the age of instinct, being 10-15 years ahead of Dan Ariely and Daniel Kahnemann, the Brand Connectome™ and growth triggers amongst a bunch of other things.
This interview follows on from my recent interview – The customer isn’t always right – Interview with Daphne Costa Lopes of Hubspot – and is number 512 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
NOTE: Today’s episode is sponsored by Hubspot who have built an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. It’s all very cool so do check them out at HubSpot.com.
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Today’s interview is with Daphne Costa Lopes, Global Director of Customer Success at HubSpot. Daphne joins me today to talk about customer success, why the customer isn’t always right, how siloed systems inhibit the delivery of tailored experiences, and what brands should be doing more of to drive customer-led growth.
This interview follows on from my recent interview – There needs to be a really tight relationship between business strategy and target state architecture - Interview with Cale Urwin of Bupa – and is number 511 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
NOTE: Today’s episode is sponsored by Hubspot who have built an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. It’s all very cool so do check them out at HubSpot.com.
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Today’s interview is with Cale Urwin, Director, Data, Digital & Marketing Health Services at Bupa. I caught up with Cale recently at PegaWorld in Las Vegas to talk about what stood for him at the event and how Bupa has evolved its customer engagement story and Customer Decision Hub capabilities in Australia from outbound to digital management and surprise & delight strategies.
This interview follows on from my recent interview – The ongoing decline of brand loyalty, what’s driving it and what should be done about it – Interview with Simon Morris of ServiceNow – and is number 510 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
Disclaimer: I partnered with Pega to conduct interviews and provide my perspective on PegaWorld iNspire 2024.
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Today’s interview is with Simon Morris, the Area Vice President of Solution Consulting at ServiceNow. Simon joins me today to talk about ServiceNow’s new Consumer Voice Report 2024, the ongoing decline of brand loyalty, what’s driving it, why “The future of customer experience is high-tech meets high-touch” and some of the biggest lessons coming out of the report.
This interview follows on from my recent interview – We’ve only just scratched the surface of artificial intelligence – Interview with Peter van der Putten of Pega – and is number 509 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
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Today’s interview is with Dr Peter van der Putten, who is Director of the AI Lab at Pega and assistant professor of AI at Leiden University in The Netherlands. I caught up with Peter at the recent PegaWorld to talk about his highlights from the event, how to think about AI using a left/right brain thinking metaphor and what’s coming next in the enterprise AI space.
This interview follows on from my recent interview – Listening and taking action at scale – Interview with Ron Secrist of Citi and Christina Sansone of Dish – and is number 508 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
Disclaimer: I partnered with Pega to conduct interviews and provide my perspective on PegaWorld iNspire 2024.
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Today’s interview is a combo podcast in which I interview (separately) Ron Secrist, Managing Director, Head of Client Experience at Citi, and Christina Sansone, Vice President of CX Transformation at Dish. I met both of them when I attended Qualtrics’ X4 Summit in Salt Lake City last month and talked to them about their Qualtrics journey, what they are doing with AI and what listening and taking action at scale means for them.
This interview follows on from my recent interview – How to get 2.7mln ‘Mom & Pop’ stores to adopt a new distributive trade platform – Interview with Prashaant Huria of Unilever – and is number 507 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
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Today’s interview is with Prashaant Huria, who is the Chief Technology Officer for Unilever’s Digital Distributive Trade business. Prashaant and I connected after he spoke at Adobe’s Global Summit in Las Vegas back in late March. We talked about how they got 2.7mln ‘Mom & Pop’ stores to adopt a new distributive trade platform that Prashaant and his team at Unilever have developed, what it can do and what impact it has had on the retailers as well as what sort of changes Unilever has had to go through to bring this to life and make it a success.
This interview follows on from my recent interview – Lessons learnt from testing Copilot for service across tens of thousands of service engineers – Interview with Jeff Comstock of Microsoft – and is number 506 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
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Today’s interview is with Jeff Comstock, CVP of Dynamics 365 Customer Service at Microsoft. Jeff joins me today to talk about Co-Pilot for Service, the impact it is having on the agent experience and also customer/business outcomes, their experience trialling it extensively with their own customer service engineers, how their early adopter clients are leveraging Co-Pilot in Service, what they have done, the outcomes they achieved, how long it took them to achieve those outcomes and, finally, what are the big challenges that organisations need to tackle in order to fully realise the potential of leveraging Generative AI in customer service and experience.
This interview follows on from my recent interview – Personalisation and the pink elephant in the room – Interview with Emma Springham of TSB – and is number 505 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
NOTE: Today’s episode is sponsored by Qualtrics, ahead of the annual gathering of experience leaders at Qualtrics X4 in London on June 6th. There you can hear about some of the best customer experience programmes from industry leaders and companies including Belron, Allianz and Adidas. You can register now at the Qualtrics website.
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Today’s interview is with Emma Springham, Chief Marketing Officer at TSB, a British retail and commercial bank. I met Emma at Adobe’s Global Summit in Las Vegas after she spoke on the Main Stage. Emma and I talk about the importance of your personal brand in marketing and CX leadership, the pink elephant in the room, what personalisation means for TSB, what they have done to deliver that, what impact it has had, and the importance of speaking the language of your CFO.
This interview follows on from my recent interview – Making in-store grocery shopping fun and going viral on TikTok – Interview with David McIntosh of Instacart – and is number 504 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
NOTE: Today’s episode is sponsored by Qualtrics, ahead of the annual gathering of experience leaders at Qualtrics X4 in London on June 6th. There you can hear about some of the best customer experience programmes from industry leaders and companies including Belron, Allianz and Adidas. You can register now at the Qualtrics website.
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Today’s interview is with David McIntosh, who is VP and GM of Connected Stores at Instacart. David joins me today to talk about innovation in the retail space, why and how they are reaching into the physical retail domain, what they are up to, the benefits for both the customer and business and a look into the future of retail.
This interview follows on from my recent interview – If you aren’t fixing the bigger picture, then you are just putting a band-aid on the problem – Interview with Zig Serafin of Qualtrics – and is number 503 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
NOTE: Today’s episode is sponsored by Qualtrics, ahead of the annual gathering of experience leaders at Qualtrics X4 in London on June 6th. There you can hear about some of the best customer experience programmes from industry leaders and companies including Belron, Allianz and Adidas. You can register now at the Qualtrics website.
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Today’s interview is with Zig Serafin, CEO at Qualtrics, the leading Experience Management software provider. I spoke to Zig at Qualtrics’ recent X4 event in Salt Lake City. We talked about Qualtrics’ vision, the highlights from the event, the XM Operating system, Qualtrics AI and the hundred different AI models that they have built, how they are empowering 43 out of 50 of the world’s largest brands to listen and then take action at scale and in real-time and the upcoming Qualtrics X4 EMEA event in London on June 6th.
This interview follows on from my recent interview – The Generative AI landscape: The good, the bad and the boring – Interview with Don Schuerman of Pega – and is number 502 in the series of interviews with authors and business leaders who are doing great things, providing valuable insights, helping businesses innovate and delivering great service and experience to both their customers and their employees.
NOTE: Today's episode is sponsored by Qualtrics, ahead of the annual gathering of experience leaders at Qualtrics X4 in London on June 6th. There you can hear about some of the best customer experience programmes from industry leaders and companies including Belron, Allianz and Adidas. You can register now at the Qualtrics website.
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