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Interaction Bridges
Keep Customer Commitments Through
Cross-Functional Cooperation
LYNN HUNSAKER
CHIEF CUSTOMER OFFICER
ClearAction Continuum
2© Copyright ClearAction Continuum. All rights reserved.
Bridges for Engagement in Customer Experience Management
Sales Reps
Service Reps
ClearAction Continuum
3© Copyright ClearAction Continuum. All rights reserved.
Bridges for Engagement in Customer Experience Management
Project Managers
Sales Reps
Service Reps
Executives
Any Employee
ClearAction Continuum
4© Copyright ClearAction Continuum. All rights reserved.
Bridges for Engagement in Customer Experience Management
Project Managers
Sales Reps
Service Reps
Executives
Any Employee
Perspectives
Values
Goals
Incentives
Styles
ClearAction Continuum
5© Copyright ClearAction Continuum. All rights reserved.
Everyone is a Chameleon
Source: Dr. Linda V. Berens
TRUE
SELF
ClearAction Continuum
6© Copyright ClearAction Continuum. All rights reserved.
Everyone is a Chameleon
CONTEXTUAL
SELF
Source: Dr. Linda V. Berens
TRUE
SELF
Adapt & Grow
DEVELOPED
SELF
ClearAction Continuum
7© Copyright ClearAction Continuum. All rights reserved.
Everyone is a Chameleon
CONTEXTUAL
SELF
Momentary
Behavior Source: Dr. Linda V. Berens
TRUE
SELF
Adapt & Grow
DEVELOPED
SELF
ClearAction Continuum
8© Copyright ClearAction Continuum. All rights reserved.
3 Keys to Bridging Interaction Gaps
Where we focus our attention when interacting
Our pace and energy
Ways we influence others
Source: Dr. Linda V. Berens
ClearAction Continuum
9© Copyright ClearAction Continuum. All rights reserved.
Bridge to Anyone On-the-Fly
Responding Role
Initiating Role
Directing
Communicator
Informing
Communicator
The Interaction Styles Model is the property of Dr. Linda V. Berens and
cannot be used, duplicated or disclosed without the express permission of
Telos Publications.
ClearAction Continuum
10© Copyright ClearAction Continuum. All rights reserved.
Bridge to Anyone On-the-Fly
Responding Role
Initiating Role
Directing
Communicator
Informing
Communicator
Fastest Results
Best Results
Fastest Start
Best Route
The Interaction Styles Model is the property of Dr. Linda V. Berens and
cannot be used, duplicated or disclosed without the express permission of
Telos Publications.
ClearAction Continuum
11© Copyright ClearAction Continuum. All rights reserved.
Bridging the Interaction Styles
Responding Role
Initiating Role
Directing
Communicator
• Keep the group on track
• Deliberate decisions
• Define the process focus
Informing
Communicator
Anticipate
ClearAction Continuum
12
ClearAction Continuum
12
See the rest of this presentation in
 GETTING & KEEPING CUSTOMERS
 DRIVING GROWTH & INNOVATION
 DATA & METRICS THAT WORK
 CREATIVITY WITHIN BOUNDARIES
 DRIVING ACCOUNTABILITY & COMMITMENT
 GETTING EVERYONE ON THE SAME PAGE
Join today:
https://ClearAction.com/value-exchange
Ask for a demo:
Success@ClearAction.com
ClearAction ContinuumClearAction Continuum
13
Increase: Maximize: Decrease:
• Follow-through
• Ability to prioritize
• Productivity of resources
• Employee engagement
• Strategic vs. tactical work
• Resource acquisition
• Stakeholder satisfaction
• Stakeholder cooperation
• Team collaboration
• Right the first time
• Job satisfaction
• Continuity
• Project stalls
• Duplicated resources
• Redundant efforts
• Rework
• Employee turnover
• Alliance workloadAlignment (bridging silos) is the
next frontier in CX ROI
Design of ClearAction Value Exchange based on research with American Express, Aon, Apple, Ariba,
Clorox, Covidien, Eli Lilly, Global Foundries, HP, Microsoft, NVIDIA, SAP and beta-testing with many others
ClearAction Value Exchange KPIs are multipliers on your CX investments
SaaS for real-time
personalized action plans
to tackle these silos
30-minute bites
AI-curated resources
DIY and interactive
VP-level to intern-level
Shared vision
Collective capability
© 2019 ClearAction Continuum.
ClearAction Continuum
ClearAction Continuum closes the brand-customer gap.
ClearAction Value Exchange members in marketing
& customer experience, care & success roles access
real-time, 24x7, bite-sized personal solutions to
navigate silos for customer value performance
ClearAction Advisory clients strategically
operationalize marketing & customer experience
for scalability, resource productivity & enduring
customer value performance
1414
Customer value performance momentum
© 2019 ClearAction Continuum.
ClearAction Continuum
ClearAction Continuum
Ask about customer value performance momentum
ClearAction Continuum
15
DNA MASTER PLAN™
STRATEGIC RENEWAL™
CLEARACTION VALUE EXCHANGE™
DNA ACTIVATION™
MARKET RESPONSIVENESS INDEX™
DX AGILITY™
DNA TRANSFORMATION™
DX ALTITUDE™
RACE™
(RAPID ANALYTICS CUSTOMER ENVIRONMENT)
VOX MODERNIZED™
VOX ACTIONABILITY™
SHARKTΛINK™
CX growth aspirations:
 Business results via trust-building
 Consistency via silo-bridging
 All-employee engagement
 Prevention and anticipation
 CX as managerial context
 Profit impact in daily decisions
https://clearaction.com/customer-centered-business-10-keys-organic-growth/© 2019 ClearAction Continuum.
Success@ClearAction.com
ClearAction Continuum
16
ClearAction Continuum
We’re honored to influence these companies
PARTIAL LIST OF CLIENTS
© 2019 ClearAction Continuum.
ClearAction Continuum
17
ClearAction Continuum
ClearAction clients’ experiences
Because each of the ClearAction
team members managed CX in B2B
for a number of years, they provided
personal examples and practical
tools that could be implemented right
away. It was incredibly beneficial for
us to work with them for several
occasions. They elevated our
collective knowledge and helped us
achieve a higher level of CX maturity.
– A. Chu, Dir Customer Experience
ClearAction is an expert in business
operations and has been an
invaluable resource for us to learn
best-practices in many areas. They
taught us things that would not
readily cross our minds, but after they
explain, it makes total sense, and this
increased our efficiency and
accuracy in many areas. I highly
recommend ClearAction.
– K. Van Diepen, Dir Marketing Communications
ClearAction has been at the forefront
of helping companies like ours
reduce chaos, maximize resources
and achieve impactful results.
They’ve provided mission-critical
guidance to begin the process of
building a strong marketing
operations function that supports our
company’s growth, scale and
continuous improvement objectives.
– K. Chalmers, Dir Marketing Operations
© 2019 ClearAction Continuum.
ClearAction Continuum
Customer value performance momentum

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Customer Experience Collaboration: Interaction Bridges

  • 1. Interaction Bridges Keep Customer Commitments Through Cross-Functional Cooperation LYNN HUNSAKER CHIEF CUSTOMER OFFICER
  • 2. ClearAction Continuum 2© Copyright ClearAction Continuum. All rights reserved. Bridges for Engagement in Customer Experience Management Sales Reps Service Reps
  • 3. ClearAction Continuum 3© Copyright ClearAction Continuum. All rights reserved. Bridges for Engagement in Customer Experience Management Project Managers Sales Reps Service Reps Executives Any Employee
  • 4. ClearAction Continuum 4© Copyright ClearAction Continuum. All rights reserved. Bridges for Engagement in Customer Experience Management Project Managers Sales Reps Service Reps Executives Any Employee Perspectives Values Goals Incentives Styles
  • 5. ClearAction Continuum 5© Copyright ClearAction Continuum. All rights reserved. Everyone is a Chameleon Source: Dr. Linda V. Berens TRUE SELF
  • 6. ClearAction Continuum 6© Copyright ClearAction Continuum. All rights reserved. Everyone is a Chameleon CONTEXTUAL SELF Source: Dr. Linda V. Berens TRUE SELF Adapt & Grow DEVELOPED SELF
  • 7. ClearAction Continuum 7© Copyright ClearAction Continuum. All rights reserved. Everyone is a Chameleon CONTEXTUAL SELF Momentary Behavior Source: Dr. Linda V. Berens TRUE SELF Adapt & Grow DEVELOPED SELF
  • 8. ClearAction Continuum 8© Copyright ClearAction Continuum. All rights reserved. 3 Keys to Bridging Interaction Gaps Where we focus our attention when interacting Our pace and energy Ways we influence others Source: Dr. Linda V. Berens
  • 9. ClearAction Continuum 9© Copyright ClearAction Continuum. All rights reserved. Bridge to Anyone On-the-Fly Responding Role Initiating Role Directing Communicator Informing Communicator The Interaction Styles Model is the property of Dr. Linda V. Berens and cannot be used, duplicated or disclosed without the express permission of Telos Publications.
  • 10. ClearAction Continuum 10© Copyright ClearAction Continuum. All rights reserved. Bridge to Anyone On-the-Fly Responding Role Initiating Role Directing Communicator Informing Communicator Fastest Results Best Results Fastest Start Best Route The Interaction Styles Model is the property of Dr. Linda V. Berens and cannot be used, duplicated or disclosed without the express permission of Telos Publications.
  • 11. ClearAction Continuum 11© Copyright ClearAction Continuum. All rights reserved. Bridging the Interaction Styles Responding Role Initiating Role Directing Communicator • Keep the group on track • Deliberate decisions • Define the process focus Informing Communicator Anticipate
  • 12. ClearAction Continuum 12 ClearAction Continuum 12 See the rest of this presentation in  GETTING & KEEPING CUSTOMERS  DRIVING GROWTH & INNOVATION  DATA & METRICS THAT WORK  CREATIVITY WITHIN BOUNDARIES  DRIVING ACCOUNTABILITY & COMMITMENT  GETTING EVERYONE ON THE SAME PAGE Join today: https://ClearAction.com/value-exchange Ask for a demo: Success@ClearAction.com
  • 13. ClearAction ContinuumClearAction Continuum 13 Increase: Maximize: Decrease: • Follow-through • Ability to prioritize • Productivity of resources • Employee engagement • Strategic vs. tactical work • Resource acquisition • Stakeholder satisfaction • Stakeholder cooperation • Team collaboration • Right the first time • Job satisfaction • Continuity • Project stalls • Duplicated resources • Redundant efforts • Rework • Employee turnover • Alliance workloadAlignment (bridging silos) is the next frontier in CX ROI Design of ClearAction Value Exchange based on research with American Express, Aon, Apple, Ariba, Clorox, Covidien, Eli Lilly, Global Foundries, HP, Microsoft, NVIDIA, SAP and beta-testing with many others ClearAction Value Exchange KPIs are multipliers on your CX investments SaaS for real-time personalized action plans to tackle these silos 30-minute bites AI-curated resources DIY and interactive VP-level to intern-level Shared vision Collective capability © 2019 ClearAction Continuum.
  • 14. ClearAction Continuum ClearAction Continuum closes the brand-customer gap. ClearAction Value Exchange members in marketing & customer experience, care & success roles access real-time, 24x7, bite-sized personal solutions to navigate silos for customer value performance ClearAction Advisory clients strategically operationalize marketing & customer experience for scalability, resource productivity & enduring customer value performance 1414 Customer value performance momentum © 2019 ClearAction Continuum. ClearAction Continuum
  • 15. ClearAction Continuum Ask about customer value performance momentum ClearAction Continuum 15 DNA MASTER PLAN™ STRATEGIC RENEWAL™ CLEARACTION VALUE EXCHANGE™ DNA ACTIVATION™ MARKET RESPONSIVENESS INDEX™ DX AGILITY™ DNA TRANSFORMATION™ DX ALTITUDE™ RACE™ (RAPID ANALYTICS CUSTOMER ENVIRONMENT) VOX MODERNIZED™ VOX ACTIONABILITY™ SHARKTΛINK™ CX growth aspirations:  Business results via trust-building  Consistency via silo-bridging  All-employee engagement  Prevention and anticipation  CX as managerial context  Profit impact in daily decisions https://clearaction.com/customer-centered-business-10-keys-organic-growth/© 2019 ClearAction Continuum. Success@ClearAction.com
  • 16. ClearAction Continuum 16 ClearAction Continuum We’re honored to influence these companies PARTIAL LIST OF CLIENTS © 2019 ClearAction Continuum.
  • 17. ClearAction Continuum 17 ClearAction Continuum ClearAction clients’ experiences Because each of the ClearAction team members managed CX in B2B for a number of years, they provided personal examples and practical tools that could be implemented right away. It was incredibly beneficial for us to work with them for several occasions. They elevated our collective knowledge and helped us achieve a higher level of CX maturity. – A. Chu, Dir Customer Experience ClearAction is an expert in business operations and has been an invaluable resource for us to learn best-practices in many areas. They taught us things that would not readily cross our minds, but after they explain, it makes total sense, and this increased our efficiency and accuracy in many areas. I highly recommend ClearAction. – K. Van Diepen, Dir Marketing Communications ClearAction has been at the forefront of helping companies like ours reduce chaos, maximize resources and achieve impactful results. They’ve provided mission-critical guidance to begin the process of building a strong marketing operations function that supports our company’s growth, scale and continuous improvement objectives. – K. Chalmers, Dir Marketing Operations © 2019 ClearAction Continuum.
  • 18. ClearAction Continuum Customer value performance momentum