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cover of episode #55 Unlocking Customer Success: How BetterUp Uses Data and AI to Transform Workforces

#55 Unlocking Customer Success: How BetterUp Uses Data and AI to Transform Workforces

2024/11/6
logo of podcast Experts of Experience

Experts of Experience

AI Deep Dive AI Insights AI Chapters Transcript
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Lauren Wood
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Sarah Parker
Topics
Lauren Wood:探讨BetterUp如何利用数据和AI大规模推动人力转型,重塑现代员工的客户成功模式。BetterUp如何平衡自动化和人际互动以实现客户成功? Sarah Parker:企业面临的普遍问题包括在不断变化的世界中保持韧性和适应性,以及为AI做好准备。BetterUp帮助客户适应AI新世界,首先是帮助他们确定最能从中受益的人群,然后确保参与度,并利用数据作为桥梁,指导客户前进方向。BetterUp充当数据翻译的角色,帮助客户理解数据并利用数据指导员工发展。BetterUp采用咨询式方法,利用数据驱动的方式,将人才数据与业务绩效指标相结合,评估人才转型对业务的影响。BetterUp的平台模式使其能够整合数据,提供更深入的见解,实现真正的员工和业务转型。BetterUp的客户包括企业合作伙伴和最终用户(成员),需要兼顾两者体验。成员参与度对企业合作伙伴的体验至关重要。BetterUp利用AI提升成员体验,并为教练提供支持,从而提高参与度。BetterUp利用预警系统,在问题出现之前就进行干预,提高用户参与度。BetterUp正在将客户成功从高触感模式转变为数据驱动的程序化模式,利用自动化来增强人工服务。标准化流程是实现自动化的前提。BetterUp利用AI预测客户的商业行为,例如续约、流失和扩展,从而优化资源分配。BetterUp的团队利用ChatGPT等大型语言模型来快速了解客户的业务背景和行业信息。未来成功的客户成功经理将善于利用AI来更好地了解客户,并预测他们的需求。AI将使客户成功团队能够将更多精力放在解决问题和执行解决方案上,而不是监控。AI将改变客户成功团队的工作方式,自动化许多任务,但人际关系仍然至关重要。客户体验领导者应该深入了解客户的业务。 Lauren Wood:探讨BetterUp如何大规模开展客户成功工作,平衡高触感服务和自动化。 Sarah Parker:BetterUp正在将客户成功从高触感模式转变为数据驱动的程序化模式,利用自动化来增强人工服务。标准化流程是实现自动化的前提。BetterUp利用AI预测客户的商业行为,例如续约、流失和扩展,从而优化资源分配。BetterUp的团队利用ChatGPT等大型语言模型来快速了解客户的业务背景和行业信息。未来成功的客户成功经理将善于利用AI来更好地了解客户,并预测他们的需求。AI将使客户成功团队能够将更多精力放在解决问题和执行解决方案上,而不是监控。AI将改变客户成功团队的工作方式,自动化许多任务,但人际关系仍然至关重要。客户体验领导者应该深入了解客户的业务。

Deep Dive

Key Insights

How does BetterUp help organizations overcome challenges in workforce performance?

BetterUp focuses on enhancing resilience and adaptability in a constantly changing world, and preparing organizations for AI readiness to drive business performance.

Why is AI readiness important for organizations today?

AI readiness is crucial because AI is no longer confined to tech or IT functions; it's pervasive across industries, necessitating a proactive approach to its integration.

How does BetterUp ensure a personal connection while scaling customer success?

BetterUp emphasizes understanding the customer's business context to deliver personalized service, ensuring that even at scale, customers feel known and understood.

What advice does Sarah Parker offer for customer experience leaders?

Parker advises leaders to deeply understand their customers' businesses, including how they make money and their competitive pressures, to provide more effective consultancy and value.

Why is it important for customer success teams to understand their customers' metrics of success?

Understanding the customers' metrics ensures alignment with their goals, fostering trust and credibility, which are crucial for retention and renewal.

Chapters
Sarah Parker discusses the transformative role of AI in customer success, emphasizing how it can enhance engagement and provide data-driven insights to support organizational transformation.
  • AI can help customer success teams target the right populations and drive engagement.
  • Data is crucial for understanding customer progress and prescribing future actions.
  • AI readiness is a major focus area for organizations seeking to transform their workforce.

Shownotes Transcript

Are we relying too much on technology in customer success? Sarah Parker, the SVP of Customer Success at BetterUp, discusses the balance between automation and human touch in customer relationships. Is it possible to scale customer success without losing the personal connection? Join us as we explore this critical debate in the industry.

Tune in to learn:

  • Why data is essential for driving customer success at scale.
  • The importance of AI readiness for organizations today.
  • How understanding customer business context enhances service delivery.
  • Why engagement strategies must focus on the end user experience.
  • Why standardization in processes allows for better automation.
  • How AI can enhance the capabilities of customer success teams.
  • How proactive engagement can prevent churn and improve satisfaction.

How can you bring all your disconnected, enterprise data into Salesforce to deliver a 360-degree view of your customer? The answer is Data Cloud. With more than 200 implementations completed globally, the leading Salesforce experts from Professional Services can help you realize value quickly with Data Cloud. To learn more, visit* salesforce.com/products/data*)* to learn more.* 

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