Ep. 201- Inside the Win: CX- Strategic Partnerships in CX Led to $15K MRR
Автор: Next Level BizTech Podcast
Загружено: 2026-02-11
Просмотров: 24
Описание: In the latest edition of 'Inside the Win,' Sam Nelson and Meagan Thai discuss a lengthy and complex victory involving a regional bank in the Pacific Northwest. The case took nearly two years from initial contact to closure, with significant pivots along the way. The bank, which employs around 600 people, faced major challenges with its legacy PBX system, particularly in customer hold times and reporting visibility. Initially seeking a single vendor capable of everything, the bank shifted to a two-vendor strategy after a year. This change led Meagan and her team to carefully select specialized vendors, ultimately securing a solution that effectively met the bank's needs. They emphasized the importance of persistence, clear communication, and tailored integrations, resulting in a successful deployment and enhanced customer satisfaction. Meagan also differentiated between banks and credit unions, highlighting the complexities involved in bank environments. This episode reinforces the importance of engaging expert advice early in the client relationship for optimal outcomes.
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