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Medallia VoC in action
Iosif Faskiotis
Account Director, CEE, Medallia
Medallia © Copyright 2023. Confidential.
“Collecting customer signals across all
channels to help enterprises turn
customer issues into opportunities.”
Medallia © Copyright 2023. Confidential.
Capture & Organize
Broadest native collection in the market powering
complete, continuous & modern listening
Predict, Prescribe & Prioritize
AI & ML based approach throughout reporting &
workflows powering an early warning system
Empower and Engage
Organizational hierarchy mapping & ability to scale
driving widespread accountability and action
Speech Digital
Behavior
Surveys
Video
Alerts &
Follow Ups
Learning
Workflows
Action
Plans
Social &
Reviews
Ideas /
Crowdsourcing
AI Models Customer Profiles Journey
Analysis
Embedded
ROI
Text Analytics
QA &
Coaching
Automate and Personalize
Wire insights into every business system to deliver
smarter, faster, more tailored interactions
Individualization Automated
Workflows
Next Best
Action
Journey
Orchestration
Real Time
Decisioning
04
Medallia Platform Capabilities
Medallia © Copyright 2022. Confidential.
L E A D E R I N I N N O V A T I O N
2001 1st to engage the
frontline
2005 1st to provide closed-
loop workflows
2010 1st to build native text
analytics
2011 1st to capture indirect
signals (social)
2014 1st to extend VoC into
the CRM
2018 1st to offer journey-
based reporting
2020-21 1st with video, speech
and digital behavior
2022 1st to include journey
orchestration
25
+
global offices
1000
+
Leading
Brands
100
%
Implementation
rate
1Bn+
comments processed
per month
75+
supported
languages
2.6k
+
employees globally
Medallia © Copyright 2022. Confidential. | 5
WHO WE ARE
Medallia at a Glance
Medallia © Copyright 2023. Confidential. | 5
Medallia © Copyright 2023. Confidential. | 6
And when it comes down to it, anyone can come in and be a vendor; what we needed,
and what we get through Medallia, is a thought partner.
Director of Consumer Research, Insurance Industry
Thousands of Organizations Trust Medallia
to change culture, drive focused action, and create accountability
WHO WE HELP
“
Medallia © Copyright 2023. Confidential. | 6
Medallia © Copyright 2023. Confidential. | 7
● Solicited Feedback Mechanisms
● Sharing and Unifying Data
● Natural Language Processing (NLP)
● Speech Analytics
● CX Measurement and Analysis
● Dashboards and Reporting
● Alerts and Workflows
● Customer Journeys
● Systemic CX Improvement
The Forrester Wave™: Customer Feedback
Management, Q1 2023
Medallia © Copyright 2023. Confidential. | 7
The Only Leader of all Vendors evaluated
● Voice of Employee and Voice of
Partner
● Collaboration and Governance
● Scalability
● Security & Privacy
● Product Vision
● Adoption
● Alerts and Workflows
● Close the Customer Feedback Loop
24 Top Scores Across 31 Categories including:
Medallia breaks away from the competition
with depth and breadth of offering… [and] is
a great fit for CX leaders with large volumes
of unstructured feedback who are looking to
systematically build an enterprise-wide CX
program.
“
”
Demonstration
Take Action
Field Teams
Crew
Leads
INTEGRATIONS
Customer and
Insights
Teams
Schedule
&
Process
Executives
C&I
Web /
Digital
Frontline
Teams
Accelerating impact from signals to action
1. Close the Loop with Individual
Customers
2. Coach Individuals, Teams
3. Quantify and Solve Root Causes
Capture Every Signal Analyze
AI-Derived
Themes
20+ Native
Languages
Athena AI Engine: Scoring and Tagging
Self-Learning
Sentiment
Rules-Based
Topics
● Emotions
● Customer Effort
● Agent Effort
● Call Experience
● Digital Experience
● Churn Risk
● Legal Risk
● Recognition
● Upsell
● Suggestions
● CX Health
● Digital: Frustration
● Speech: Overtalk
● Speech: Silence
● Acoustic Emotion
Text Analytics
Journeys
&
Profiles
Speech
Analytics
Digital
Analytics
Enterprise-Grade Security and Scalability
Multi-
Hierarchy
Org Sync
Best-in-class
Security
Integration
Layer
Self-Service
Admin Suite
Customer Data
(Demographic, Rate Plan, etc.)
Call Center Data
(AHT, Talk Time)
Channel
Journey
Email-to-Web Survey
Speech Analytics
Receive Bill & Pay Bill
Contact Center Help SMS & Messaging
Social Feedback
Web & App Surveys
Other Product Journeys
Branch Visit
Schedule Appointment
Video
Periodic Relationship
Chat Logs
Operational
Data
HRIS
(Org Hierarchy)
Digital Journey Data
(and Decibel Replays)
Start / Stop /
Transfer
CAPTURE
every signal
Collecting Customer Feedback
Collect feedback through
tailored conversations
with dynamic content
Messaging
Ensure customers can
provide feedback throughout
their self service journey
Digital / In-App
Provide the ability for customers
to respond when most
convenient for them in a highly
utilized method
Email to Web
Beyond “open-end”
comments… now “selfie”
videos at the click of a
button, analyzed.
Voice / Video
Medallia © Copyright 2023. Confidential. | 11
ANALYZE
every experience
Sentiment identifies how customers
are feeling about the Topics being
discussed
Unstructured Data
Why do we care about customer comments?
“Brand - Satisfaction” (Positive)
9 “I usually like your brand so I left a high
score, but the woman I talked to today was
so rude!”
“Staff Attitude” (Negative)
Medallia © Copyright 2018. Confidential.
ACTIVATE
every employee
Medallia © Copyright 2021. Confidential.
Executive Voices App
Medallia © Copyright 2023. Confidential. | 15
Medallia © Copyright 2021. Confidential.
Thank you!

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Medallia VoC in action .pdf

  • 1. Medallia VoC in action Iosif Faskiotis Account Director, CEE, Medallia
  • 2.
  • 3. Medallia © Copyright 2023. Confidential. “Collecting customer signals across all channels to help enterprises turn customer issues into opportunities.”
  • 4. Medallia © Copyright 2023. Confidential. Capture & Organize Broadest native collection in the market powering complete, continuous & modern listening Predict, Prescribe & Prioritize AI & ML based approach throughout reporting & workflows powering an early warning system Empower and Engage Organizational hierarchy mapping & ability to scale driving widespread accountability and action Speech Digital Behavior Surveys Video Alerts & Follow Ups Learning Workflows Action Plans Social & Reviews Ideas / Crowdsourcing AI Models Customer Profiles Journey Analysis Embedded ROI Text Analytics QA & Coaching Automate and Personalize Wire insights into every business system to deliver smarter, faster, more tailored interactions Individualization Automated Workflows Next Best Action Journey Orchestration Real Time Decisioning 04 Medallia Platform Capabilities
  • 5. Medallia © Copyright 2022. Confidential. L E A D E R I N I N N O V A T I O N 2001 1st to engage the frontline 2005 1st to provide closed- loop workflows 2010 1st to build native text analytics 2011 1st to capture indirect signals (social) 2014 1st to extend VoC into the CRM 2018 1st to offer journey- based reporting 2020-21 1st with video, speech and digital behavior 2022 1st to include journey orchestration 25 + global offices 1000 + Leading Brands 100 % Implementation rate 1Bn+ comments processed per month 75+ supported languages 2.6k + employees globally Medallia © Copyright 2022. Confidential. | 5 WHO WE ARE Medallia at a Glance Medallia © Copyright 2023. Confidential. | 5
  • 6. Medallia © Copyright 2023. Confidential. | 6 And when it comes down to it, anyone can come in and be a vendor; what we needed, and what we get through Medallia, is a thought partner. Director of Consumer Research, Insurance Industry Thousands of Organizations Trust Medallia to change culture, drive focused action, and create accountability WHO WE HELP “ Medallia © Copyright 2023. Confidential. | 6
  • 7. Medallia © Copyright 2023. Confidential. | 7 ● Solicited Feedback Mechanisms ● Sharing and Unifying Data ● Natural Language Processing (NLP) ● Speech Analytics ● CX Measurement and Analysis ● Dashboards and Reporting ● Alerts and Workflows ● Customer Journeys ● Systemic CX Improvement The Forrester Wave™: Customer Feedback Management, Q1 2023 Medallia © Copyright 2023. Confidential. | 7 The Only Leader of all Vendors evaluated ● Voice of Employee and Voice of Partner ● Collaboration and Governance ● Scalability ● Security & Privacy ● Product Vision ● Adoption ● Alerts and Workflows ● Close the Customer Feedback Loop 24 Top Scores Across 31 Categories including: Medallia breaks away from the competition with depth and breadth of offering… [and] is a great fit for CX leaders with large volumes of unstructured feedback who are looking to systematically build an enterprise-wide CX program. “ ”
  • 9. Take Action Field Teams Crew Leads INTEGRATIONS Customer and Insights Teams Schedule & Process Executives C&I Web / Digital Frontline Teams Accelerating impact from signals to action 1. Close the Loop with Individual Customers 2. Coach Individuals, Teams 3. Quantify and Solve Root Causes Capture Every Signal Analyze AI-Derived Themes 20+ Native Languages Athena AI Engine: Scoring and Tagging Self-Learning Sentiment Rules-Based Topics ● Emotions ● Customer Effort ● Agent Effort ● Call Experience ● Digital Experience ● Churn Risk ● Legal Risk ● Recognition ● Upsell ● Suggestions ● CX Health ● Digital: Frustration ● Speech: Overtalk ● Speech: Silence ● Acoustic Emotion Text Analytics Journeys & Profiles Speech Analytics Digital Analytics Enterprise-Grade Security and Scalability Multi- Hierarchy Org Sync Best-in-class Security Integration Layer Self-Service Admin Suite Customer Data (Demographic, Rate Plan, etc.) Call Center Data (AHT, Talk Time) Channel Journey Email-to-Web Survey Speech Analytics Receive Bill & Pay Bill Contact Center Help SMS & Messaging Social Feedback Web & App Surveys Other Product Journeys Branch Visit Schedule Appointment Video Periodic Relationship Chat Logs Operational Data HRIS (Org Hierarchy) Digital Journey Data (and Decibel Replays) Start / Stop / Transfer
  • 11. Collecting Customer Feedback Collect feedback through tailored conversations with dynamic content Messaging Ensure customers can provide feedback throughout their self service journey Digital / In-App Provide the ability for customers to respond when most convenient for them in a highly utilized method Email to Web Beyond “open-end” comments… now “selfie” videos at the click of a button, analyzed. Voice / Video Medallia © Copyright 2023. Confidential. | 11
  • 13. Sentiment identifies how customers are feeling about the Topics being discussed Unstructured Data Why do we care about customer comments? “Brand - Satisfaction” (Positive) 9 “I usually like your brand so I left a high score, but the woman I talked to today was so rude!” “Staff Attitude” (Negative)
  • 14. Medallia © Copyright 2018. Confidential. ACTIVATE every employee
  • 15. Medallia © Copyright 2021. Confidential. Executive Voices App Medallia © Copyright 2023. Confidential. | 15
  • 16. Medallia © Copyright 2021. Confidential. Thank you!