Integrating Medallia With Enterprise...
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Integrating Medallia With Enterprise Applications
Greg Wester, Product Manager
Adam McCord, Business Analytics
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Safe HarborAll product features and delivery dates mentioned represent
current product development expectations only and not a delivery commitment. These features may not be delivered in the indicated
time frame or at all. Customers should base their purchasing, administrative, and configuration decisions solely on functionality
that is currently available. All information in this presentation is proprietary & confidential information of Medallia and not for
redistribution.
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Using integrations in order to:1. Get more value within Medallia
2. Drive action outside of Medallia
3. Improve business performance
What we’ll cover today
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Connect on every customertouchpoint
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Experience 360Customer Data Platform + Responses
• Personalize front line interactions
• Engage the silent majority of customers
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Challenge: Deliver Personalization
Customers Don’t Always Provide
Feedback
Customers & Experiences Data are
Separated
Touchpoints are Exploding
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• Personalize communication with the context of each customer’s history
• Ensure the right info gets to the right person with personalized profiles for every role
Integrate for Rich Customer Timelines
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• Group like customers and track behavior over time
• Re-engage cohorts of
customers in targeted
marketing campaigns
Integrate for Customer Engagement
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Push actions and insights
anywhere employees
collaborate
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Outbound Integrations
Collaboration CRM + Service Marketing
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How To Integrate with Medallia Experience Cloud
Connectors APIs
• Managed data retrieval
• Preset data mappings
• Building custom apps
• Connecting data warehouses
FilesCallouts
• Realtime calls to external systems
• Triggers & events for enrichment
• Bulk data uploads
• Encrypted file drops
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• Trigger actions based on real world events
• Declarative setup of custom integrations
Connect to SaaS with Medallia Workflows
Roadmap (2020)
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Integration Customer Story
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About Bluegreen Vacations
15
• Timeshare Developer and Management Company
• Over 215,000 property owners
• 700 service desk agents – Indianapolis, Orlando, Boca Raton
• Answers 2,000,000 calls annually
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Want to perform multiple
transactions
Have detailed questions about a
resort
Prefer contact center agent over
web.
Lack of product knowledge
Can’t find answer to
questions on Web
Why Customers Call
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A Day in the Life of an Analyst Before Integration
17
• Spending hours merging data from different systems
• Going to various systems to get to the root cause
• Excel tracking of data at the agent level
• Why are people calling us – ask an agent?
• “My QA monitor form says we are scoring really well”
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• Solicited Feedback
• Survey Scores on Agent Performance
• Survey Scores Product Performance
• Feedback
• Customer Profile
Key Data Sources for the Call Center
• Un-solicited Feedback
• 100% of phone interactions
• Scoring of conversations
• Intelligence based off feedback
• Call Reasons/Drivers
• CRM (Customer Master)
• Resolutions
• Customer Journeys
• Lifecycle Analytics
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How Bluegreen Integrated
Initiate survey invites
Survey response scores
Survey response scores
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Integration Timeline
21
2010 2012 2015 2017 2017 2018
Introduced CallMiner
Speech Analytics
Salesforce Service Cloud
Medallia Results to Salesforce
Medallia Post Call Survey Survey Results
back into CallMiner
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Medallia © Copyright 2019. 22
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A Day in the Life of an Analyst After Integration
26
In one system…Deliver Subscriptions for review on low surveys scores
Analyze call reasons trends focus on low surveys and FCR
Develop categories based on surveys/scores to monitor call trends and agent performance
Calibrate agent performance to survey results
Analyze calls based off measure: Call Duration, % Silence, Emotion, etc
Less Excel….more root cause!
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KPI Improvements (2017 – Present)
27
Likelihood to Recommend – 3% Increase
NPS – 10% Increase
FCR – 2% Increase
Average Sat with Agent is a 9.3 out of 10
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What’s Next?
28
Focused Surveys based off CallMiner language
Focus on automation
Increase focus on customer research
Integration of Salesforce and CallMiner
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Integrating with Medallia
Experience Cloud
If you can dream it, you can do it!
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