article thumbnail

Principal Financial Group uses AWS Post Call Analytics solution to extract omnichannel customer insights

AWS Machine Learning

An established financial services firm with over 140 years in business, Principal is a global investment management leader and serves more than 62 million customers around the world. About Principal Financial Group Principal Financial Group and affiliates, Des Moines IA is a financial company with 19,000 employees.

Analytics 108
article thumbnail

How to Improve Your Customer Expansion Management Strategy

ChurnZero

Considering that studies have shown that acquiring a new customer is exponentially more expensive than retaining an existing one, expansion management becomes more important than ever. In the SaaS industry, Customer Success upsell and cross-sell opportunities are commonly incorporated into expansion management. Clarity is key.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Customer Data Management: Benefits & Best Practices

OctopusTech

In this data-driven era, customer data management is highly important than anything else for companies and they are constantly gathering a huge amount of customer information and details. However, without any appropriate strategies for customer master data management, this wealth of information will always be unused.

article thumbnail

Guest Post: Three Rules to Kick-start Your Voice of the Customer Program

ShepHyken

Don’t use all your VoC tools at once Every VoC program requires a diverse and high-quality data set to be of use, drawn from all the usual surveys, focus groups, interviews, and review analysis, as well as passive VoC methods, such as website behavior data.

Morale 147
article thumbnail

6 Killer Applications for Artificial Intelligence in the Customer Engagement Contact Center

If Artificial Intelligence for businesses is a red-hot topic in C-suites, AI for customer engagement and contact center customer service is white hot. This white paper covers specific areas in this domain that offer potential for transformational ROI, and a fast, zero-risk way to innovate with AI.

article thumbnail

5 Essential Steps to Find Upsell and Cross-Sell Opportunities With Journey Analytics

Pointillist

JetBlue has in the past made as much as an additional $140million in revenue through its upsell program called ‘Even More Space.’. There are many such examples of B2C and B2B companies that are using upsell and cross-sell opportunities to generate profits. In this post, I take a detailed look at: What is upsell and cross-sell?

article thumbnail

13 Customer Success Manager Skills to Look for When Hiring

Totango

Hiring team members with the right customer success manager skills is critical for the effectiveness of your CS team and strategy. Here we’ve identified the 13 most essential qualities to consider when hiring a CS manager. What Is a Customer Success Manager (CSM)? What Is a Customer Success Manager (CSM)?