Using Data to Enhance Customer-Centric Sales

If your CX Program simply consists of surveys, it's like trying to understand the whole movie by watching a single frame. You have to integrate data, insights, and actions if you want to understand how the movie ends, and ultimately be able to write the sequel. But integrating multiple customer signals isn't easy. In fact, it can be overwhelming. I know because I successfully did this in the past, and counsel clients on it today. So, here's a 5-step plan on how to ensure that the integration of diverse customer signals remains insightful and not overwhelming: 1. Set Clear Objectives: Define specific goals for what you want to achieve. Having clear objectives helps in filtering relevant data from the noise. While your goals may be as simple as understanding behavior, think about these objectives in an outcome-based way. For example, 'Reduce Call Volume' or some other business metric is important to consider here. 2. Segment Data Thoughtfully: Break down data into manageable categories based on customer demographics, behavior, or interaction type. This helps in analyzing specific aspects of the customer journey without getting lost in the vastness of data. 3. Prioritize Data Based on Relevance: Not all data is equally important. Based on Step 1, prioritize based on what’s most relevant to your business goals. For example, this might involve focusing more on behavioral data vs demographic data, depending on objectives. 4. Use Smart Data Aggregation Tools: Invest in advanced data aggregation platforms that can collect, sort, and analyze data from various sources. These tools use AI and machine learning to identify patterns and key insights, reducing the noise and complexity. 5. Regular Reviews and Adjustments: Continuously monitor and review the data integration process. Be ready to adjust strategies, tools, or objectives as needed to keep the data manageable and insightful. This isn't a "set-it-and-forget-it" strategy! How are you thinking about integrating data and insights in order to drive meaningful change in your business? Hit me up if you want to chat about it. #customerexperience #data #insights #surveys #ceo #coo #ai

Wondering how to design a Scaled Customer Success motion? Leverage your data and reverse engineer what your customers need. Take the customers that you already know are successful, and look at their data to identify what a successful customer journey looks like. We keep the customer at the center, and use the data we have available to better understand our customers en masse. As you look at the data, you might find information that surprises you. Doing a regression analysis across customer data will tell you surprising things around signals that indicate growth potential as well as risk. You might find that the feature you thought was most "sticky" isn't actually used all that much by your growing and successful customers. You might find that the data that correlates to successful business outcomes for customers isn't at all what you would have guessed. After you've looked at this data and put on your detective hat and asked it good questions, you're ready to begin mapping out how to achieve those results at Scale. Start with what channel you're going to use. You can decide what is best delivered via digital channels vs human channels so that customers can grow and better accomplish their goals. You can identify where your CSMs can best spend their time in strategic human intervention as risk mitigation or growth acceleration as they help customers achieve their desired outcomes. You keep customers at the center by listening to what they're telling you: both in what they say and what they DO. That's what data can help you understand: what it is that your customers are actually doing. And then as you build out this Scaled motion, constantly go back to the data and get a better understanding if what you're doing is accomplishing the goals you're looking for. Don't make assumptions, be willing to look at the data and see the results. Because the only thing worse than not having data you need, is ignoring the data you have because you're too comfortable with what you're already doing. #CustomerSuccess #SaaS #Data #DigitalCS

When I interviewed Stephan Waldeis, VP of eCommerce Europe at Husqvarna Group, he said this about tracking real-time data and retailer partnerships. “We track customer behavior, we track inventory levels at our partners, we track sales performance — and of course, we possibly... we track all of that in real time. Imagine, our robots — at least the ones from the last 10+ years — are all connected. So, we have a lot of insights in which gardens they are driving, when they are operating, etc. And that is data that we are leveraging, but also data that we are sharing with our channel partners. That’s great even for the channel partners who are not really interested in operating an eCom site. We provide them with a lot of insights… what kind of products are interesting in your area, because we know exactly from visits on our site, which products in a particular region are more relevant — in Amsterdam versus in Berlin versus in Munich.” 𝗛𝗼𝘄 𝘀𝗵𝗼𝘂𝗹𝗱 𝘄𝗲 𝘁𝗿𝗮𝗻𝘀𝗹𝗮𝘁𝗲 𝘁𝗵𝗶𝘀 𝗳𝗼𝗿 𝗖𝗣𝗚 𝗯𝗿𝗮𝗻𝗱𝘀 𝗮𝗿𝗼𝘂𝗻𝗱 𝘁𝗵𝗲 𝘄𝗼𝗿𝗹𝗱 𝘁𝗼 𝗳𝘂𝗲𝗹 𝗴𝗿𝗼𝘄𝘁𝗵? 1️⃣ Activate Real-Time Retailer Collaboration Track and share real-time consumer behavior, inventory, and sales data with retail partners — even those with limited digital capabilities — to strengthen joint decision-making, optimize local assortments, and drive smarter sell-through at the shelf. 2️⃣ Localize Product Strategies with Regional Demand Signals Use geo-specific browsing and purchase data to tailor product recommendations, promotions, and stock levels at the city or neighborhood level — what sells in Amsterdam might flop in Berlin if you don’t read the digital shelf signals correctly. 3️⃣ Turn Connected Product Data into a Competitive Advantage Leverage connected device insights (where available) not only for product innovation but as a marketing and retail sales weapon, identifying usage patterns, seasonal trends, and regional preferences that can feed back into supply chain, DTC, and retail media strategies. 𝗧𝗼 𝗮𝗰𝗰𝗲𝘀𝘀 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗼𝗹𝗹𝗼𝘄 ecommert® 𝗮𝗻𝗱 𝗷𝗼𝗶𝗻 𝟭𝟰,𝟬𝟬𝟬+ 𝗖𝗣𝗚, 𝗿𝗲𝘁𝗮𝗶𝗹, 𝗮𝗻𝗱 𝗠𝗮𝗿𝗧𝗲𝗰𝗵 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲𝘀 𝘄𝗵𝗼 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲𝗱 𝘁𝗼 𝗲𝗰𝗼𝗺𝗺𝗲𝗿𝘁® : 𝗖𝗣𝗚 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗚𝗿𝗼𝘄𝘁𝗵 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿. About ecommert We partner with CPG businesses and leading technology companies of all sizes to accelerate growth through AI-driven digital commerce solutions. Our expertise spans e-channel strategy, retail media optimization, and digital shelf analytics, ensuring more intelligent and efficient operations across B2C, eB2B, and DTC channels. #ecommerce #dataanalytics #CPG #FMCG #data Milwaukee Tool Bosch Makita U.S.A., Inc. STIHL Mondelēz International Nestlé Mars Ferrero General Mills L'Oréal Henkel Beiersdorf Colgate-Palmolive The Coca-Cola Company Unilever L'Oréal Coty Kao Corporation adidas Nike New Balance PUMA Group the LEGO Group Sony Panasonic North America Bose Corporation