Medallia Xchange


B2B: Customer Relationship

By: apps

Understand the health of your accounts

B2B client experiences are uniquely multifaceted; each client account is made up of a diverse group of stakeholders who interact with your brand across a variety of channels and touchpoints. B2B Customer Experience brings together feedb... CONTINUED BELOW


  • Identify and save at-risk accounts in real time
  • Improve rep productivity and drive positive sales outcomes
  • Foster true partnership relationships with your clients and channel partners



Overview

B2B client experiences are uniquely multifaceted; each client account is made up of a diverse group of stakeholders who interact with your brand across a variety of channels and touchpoints. B2B Customer Experience brings together feedback from the full range of stakeholders with key operational data and internal perspectives to provide a complete picture of each account's health. Account Managers get actionable intelligence in real time, with churn risk and upsell notifications on mobile, in Salesforce or other CRM systems, and wherever they work. Alerts and health scores draw on data ranging from customer verbatims to product usage to contract terms, turning disparate information into clear next steps.
APP TYPE: Program
SUITE: B2B Customer Experience
INDUSTRY: Business Services
LANGUAGES: EnglishFrenchGermanSpanishPortugueseJapaneseItalianCustom Translations Available
WHAT'S INCLUDED: 
  • Survey template gathering feedback on key metrics, including detailed questions covering team, service and product satisfaction
  • Triggering and sampling rules to prevent survey fatigue
  • Notifications to alert account leads of detractors, promoters or low driver satisfaction ratings and corresponding follow up workflows
  • Reporting dashboards for executives, regional and departmental leaders, account reps, admins and insight roles
  • Text analytics to identify themes and trends across accounts with the use of AI and machine learning
  • Supports integrations with CRM (e.g. Salesforce) and Collaboration (e.g. Slack) platforms

apps

About This Provider
Medallia is the pioneer and market leader in customer, employee, citizen, and patient experience. As the No. 1 enterprise experience platform, Medallia Experience Cloud is the experience system of record that makes all other applications customer and employee aware. The platform captures billions of experience signals across interactions including all voice, video, digital, IoT, social media, and corporate-messaging tools. Medallia uses proprietary artificial intelligence and machine learning technology to automatically reveal predictive insights that drive powerful business actions and outcomes. Medallia customers reduce churn, turn detractors into promoters and buyers, create in-the-moment cross-sell and up-sell opportunities, and drive revenue-impacting business decisions, providing clear and potent returns on investment. Learn more about our values.


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