CX Builds Financial Value

CX professionals should be focused on their financial value to the organization, not on proving ROI. This workshop provides insights on how CX professionals can contribute financially to the organization and propel growth with their knowledge of customer information. Connect CX metrics to company metrics with the right data.

By the end of the session, attendees will understand more about building value and what data is needed to:

• Connecting their work to financial objectives – get to the north star and what is important.

• Identifying growth opportunities – segmenting customers into maintain, growth, opportunities, and risk – do the same thing with products.

• Engaging partners to act on them – find out what matters and work on that.

Masterclass

Patty Soltis
Senior Customer Experience Manager,
Upwork