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Episode 49Agentic CSDigital-Led TransitionLeadershipApr 23, 2024 · 40 min

Customer Engagement with AI and Self-Service Strategies with Kari Ardalan of Qualtrics | Episode 049

Kari Ardalan of Qualtrics is a staple in the CS community and has been leading scaled motions for YEARS - which is sometime that not a lot of people can say. She also sits on Gainsight's Digital Advisory Board - so yeah, she's qualified to talk about this stuff. :-)

In this fantastic conversation, we talk about:

  • Building digital first with humans coming in off of the back of those motions
  • The evolution of ‘scaled’ from just email and outbound events to a push to come inbound
  • Building one place portal where customers can go for everything and where CSMs can interact with their customers
  • How Digital is structured at Qualtrics across various departments
  • Internal cross-collaboration on digital motions
  • What to look out for in a digital leader - specifically cross-collaboration and a varied background
  • Focusing on Support deflection metrics and areas to automate
  • Other interesting metrics in use at Qualtrics: % CTAs launched, penetration rate of closed success CTAs (conversation), Monthly Active Users, Monthly Active Customers, Flow Completion, % of Renewals Not Assisted by Humans
  • Balancing being tactical and strategic as a leader
  • Using special interests among the team to drive career growth and creativity - including Hackathons
  • Cool examples of digital motions including customer-facing scorecards, micro-learning, AI and self-serve portals.
  • AI bot & recommendation engine implementation at Qualtrics
  • Letting data tell you who the customer personas are
  • The dependency on operations work streams to get things done

Enjoy! I sure did...

Kari's LinkedIn: https://www.linkedin.com/in/kariardalan/

Link to Kari's post about the qualities of a Digital CS Leader: https://www.linkedin.com/posts/kariardalan_digitalsuccess-leadership-recruitment-activity-7175101395631570944-qujn?utm_source=share&utm_medium=member_desktop

Shoutouts: