Why a Configure, Price, Quote Solution Can Create Harmony for Sales and Finance Executives

Why a Configure, Price, Quote Solution Can Create Harmony for Sales and Finance Executives

A Configure, Price, Quote (CPQ) implementation discussion held in a sales silo can have a detrimental impact both upstream and downstream, but when discussed in unison can provide high value to both sales and finance. For any sales executive, the universal, albeit simplified, goal is to sell products or services that make the company money, ultimately driving commission for said executive.…

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5 Key Trends for CX Executives in 2019

5 Key Trends for CX Executives in 2019

New Year, New CX? Happy 2019! As customer experience (CX) professionals, 2019 is a critical year to demonstrate and articulate the tangible benefits and value of CX in our organizations. Here are five key CX trends that we believe organizations and their CX executives will focus on this year. Trend #1: Demonstrating and articulating the value that CX executives bring to the organization The...

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DEEPEN Customer Experience Transformation: Enact, Part 3 of 3

DEEPEN Customer Experience Transformation: Enact, Part 3 of 3

In the third and last installment of our blog series about customer experience (CX) transformation, we discuss the most difficult, costly, and risk-laden phase, Enact. A full-scale, company-wide, CX transformation takes a significant operational and financial investment. Given that most companies will need to transform in phases, CX leaders need to continuously show progressive return on...

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A 10-step Guide to Handling Even the Most Complex Salesforce Org Merges

A 10-step Guide to Handling Even the Most Complex Salesforce Org Merges

There’s no denying that the last few years have seen a flurry of mergers and acquisitions. With $2.1 trillion spent on acquisitions in 2017 and close to 7,000 completed M&A deals already for 2018, it’s clear that companies are combining, splitting, and re-combining at rates faster than ever before. All that deal-making can be exciting, but once the ink is dry, these newly merged entities...

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Why Humans Matter Most When Designing Bots: UX Best Practices for Conversational Interface Design

Why Humans Matter Most When Designing Bots: UX Best Practices for Conversational Interface Design

Advanced digital capabilities in Artificial Intelligence (AI) and Natural Language Processing (NLP) will alter how people interact with data. The growing adoption of voice platforms like Amazon Alexa and Google Assistant, as well as messaging platforms like Facebook Messenger and Slack, means humans will interact increasingly more with technology through conversational interfaces (CI), rather...

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Salesforce Spring ’18 Has Sprung

Salesforce Spring ’18 Has Sprung

Spring is on its way, which means the Salesforce Spring ’18 release has arrived, and with it, a number of key things we think our customers should be implementing. This was a big release in a lot of ways, and we will highlight a few key areas for each of the main clouds for customers to start thinking about.…

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Welcome to “This Is CX” – A Podcast about Customer Experience

Welcome to “This Is CX” – A Podcast about Customer Experience

West Monroe is proud to present a new podcast, “This Is CX”, a discussion about all-things “customer experience” hosted by me and Paul Hagen. Our podcast reviews the best practices of building a disciplined customer experience program in a way that creates real business value. Each episode typically includes a discussion on a key CX topic, while also highlighting tools that CX...

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The Unsexy Side of Fintech

The Unsexy Side of Fintech

Fintech usually has a sexy connotation associated with it, so last week when I was in New York speaking at Bank Director’s FinXTech conference, I enjoyed the irony of being on a panel to discuss “The Unsexy Side of Fintech.” The conference primarily focused on discussing the impact of Fintech on the Financial Services industry, the current state of innovation, and what’s...

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Should CX Be Regulated?

Should CX Be Regulated?

As the 24/7 news cycle turns away from the recent United Airlines issue everyone is probably sick of discussing, a new topic is beginning to permeate the back-page headlines. The regulation of customer service in the airline industry. Regulation of customer experience is nothing new to highly regulated industries, just ask anyone in Energy and Utilities.…

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