By connecting Medallia's CX data with its CRM, CIBC dynamically identifies customers who have had a recent negative interaction. It then suppresses marketing offers to these individuals, prioritizing relationship repair over immediate cross-selling attempts to preserve long-term value.
Related Insights
Instead of reacting with louder marketing messages, AI systems proactively identify early behavioral warning signs of disengagement. This allows for timely, relevant interventions at moments that truly matter, fundamentally shifting retention strategy from messaging to behavior.
Instead of waiting for customers to churn, use AI to monitor key engagement metrics in real time (e.g., portal logins, link clicks). When a user shows signs of disengagement, trigger a personalized, automated nudge via SMS or email to get them back on track before they are lost.
AI can analyze a customer's support history to predict their behavior. For instance, if a customer consistently calls about shipping delays, an AI agent can proactively contact them with an update before they reach out, transforming a reactive, negative interaction into a positive customer experience.
Historically, channel agents focused on front-end sales and were often blind to back-end customer churn. Sophisticated partners now use data analytics and AI to identify churn risks, pinpoint cross-sell opportunities, and actively manage their existing revenue base.
Instead of viewing them as separate efforts, businesses should link customer retention and acquisition. By unifying data to better re-engage existing customers via owned channels like email and SMS, brands increase lifetime value. This, in turn, reduces the long-term pressure and cost associated with acquiring entirely new customers.
By analyzing call transcripts in Medallia, CIBC discovered a friction point for young clients aging out of youth accounts. This insight led to a new "Smart Start" product, which resolved the issue, dropped complaints by 25%, and drove 40% growth in the segment.
In a shift towards predictive CX, brands are proactively saving customers money, even if it hurts immediate revenue. This radical transparency builds immense long-term trust and loyalty.
When using negative reviews as a prospecting trigger, avoid a critical tone. Instead, position the problem (e.g., missed calls) as a sign of high demand and an opportunity for growth. This makes your solution an enabler of success rather than just a fix for a failure.
A custom internal AI tool can act as a command center by integrating with HubSpot, Slack, and call recordings. It creates a unified customer view, automatically analyzing sentiment to predict renewal likelihood and proactively suggesting specific expansion opportunities.
An LLM analyzes sales call transcripts to generate a 1-10 sentiment score. This score, when benchmarked against historical data, became a highly predictive leading indicator for both customer churn and potential upsells. It replaces subjective rep feedback with a consistent, data-driven early warning system.
