Creating Customer-Centric Cultures for Medical Device Brands

The trick that comes with creating customer-centric cultures (and something many brands miss when planning these projects) is that it’s not a one-and-done process. It’s a cyclical, continuous effort that every company, including medical device and supply brands, need to pay constant attention to as they create improved experiences.

If you’re worried that your organization might need to brush up on a more customer-centric culture, don’t be! We’ve been in the business of Experience Improvement (XI) for a long time, and while there’s always more to learn, we’ve put together a few tips that we’ve seen create great customer-centric cultures time and again.

  1. Create Cross-Functional Teams
  2. Leverage Advocacy and Meetings
  3. Tweak Hiring and Messaging

Tip# 1: Create Cross-Functional Teams

One reason a lot of medical device, or other, brands struggle with creating customer-centric cultures is because they try to have teams do so from within siloes. The problem with this approach is that it makes every team work off of their own idea of the customer, which creates highly inconsistent experiences and, ultimately, customer churn.

Fortunately, this problem has a relatively simple fix: let your teams mingle! Creating a cross-functional team is a great way to bring isolated views of the customer together, resulting in a 360-degree view that is both something all teams can work off of and, at the end of the day, more accurate. An accurate and whole picture of the customer works wonders for Experience Improvement!

Tip #2: Leverage Advocacy and Meetings

The next step in this process is to take your synergy beyond customer experience (CX) meetings… and advocate for customers across the organization! Let even the employees who aren’t near the front lines know how their work helps build a better experience. A lot of companies think that employees might not care to know how customers feel if they’re “too” behind-the-scenes; the truth is that no team is unattached from Experience Improvement, and letting them know that boosts morale.

What’s funny about customer-centric culture is that some folks take the term to mean things only getting better for customers. From what we’ve seen, employees who have a chance to become more invested in customers’ experiences end up creating a better employee experience (EX) for themselves, which creates a continuous improvement feedback loop.

Tip #3: Tweak Hiring and Messaging

Once organizations create a unified view of that customer and then spread it to all of their employees, it’s time to extend that passion outward. Brands that infuse this new perspective into their hiring techniques will stand a far better chance of finding employees who are not only genuinely interested in Experience Improvement, but also a great fit for such a customer-centric organization.

Messaging also plays a key role here; you want to let new and prospective customers know that they too can benefit from a meaningfully improved experience that your brand re-dedicates itself too. More fundamentally, this approach lets both new and existing customers know that you value them as people, not just price points, which will keep them coming to you instead of the competition, strengthen mutual relationships, and create a stronger bottom line for your organization.

Interested in learning more about how your medical device brand can create customer-centric culture? Click here to read our full-length eBook on the subject and to gain more intel on meaningfully improving all of your experiences!

Four Goals for Your Program That Go Beyond Customer Experience Metrics

When it comes to customer experience (CX), a single moment can mean all the difference. And that can be easy to forget when your brand is interacting with countless customers over multiple channels every day. When it comes down to it, however, a moment can mean the difference between a positive or a negative experience—and a boost or a dent in your core customer experience metrics.

For many experience programs, those metrics are the end-all-be-all. Every move they make is with the express purpose of driving those numbers up. At InMoment, we believe that experience leaders should aim higher at goals that go above and beyond typical customer experience metrics. More specifically, we help our clients design programs that target four economic pillars to help them not only improve experiences for customers, boost metrics, and build loyalty, but also to benefit the business where it counts: the bottom line.

Today, we’ll walk you through each of those four pillars and tell the stories of brands who have leveraged their experience programs to achieve those goals. Let’s get to work!

The Four Economic Pillars of CX

  1. Customer Acquisition
  2. Customer Retention
  3. Cross Sell & Upsell
  4. Cost Reduction

Pillar #1: Customer Acquisition

A well-built CX program enables organizations to anticipate what new customers are looking for in a brand—and therefore they’ll be able to leverage that information in their efforts to boost acquisition numbers.

For example, a major athletic company sought to capitalize on acquisitions by optimizing its surveys to find new types of customers. By targeting respondents between the ages of 18 and 35 with specific questions, the company was able understand this demographic and expand to new cities and demographics. 

The practitioners who ran this initiative were able to prove its worth by tracking the new customer acquisition, increases in unique customers, and market share growth that it generated.

Pillar #2: Customer Retention

Organizations should never underestimate the power of service recovery—70 percent of customers who have a situation resolved in their favor will return to a brand, while a 10 percent increase in customer retention can grow a company’s value by 30 percent. Truly customer-centric companies leverage their CX programs to identify disgruntled customers, reach out to close the loop with them, and ultimately prevent customer churn.

For example, America’s largest cable and home internet provider leverages VoC technology in their regional customer care centers. They discovered that 3% of all respondents requested callbacks, totaling 1,000 customer recovery opportunities a month (or a whopping 12,000 per year). By combining this insight with customer lifetime value, the company was able to identify $23 million in recoverable revenue—directly resulting from customer retention!    

Pillar #3: Cross-Selling/ Upselling

Given that it costs 25 times more to acquire a new customer than to retain an existing one, brands stand to gain a lot from finding new cross-selling and upselling opportunities.

Organizations can leverage CX listening tools to identify what about a brand spurs trust and loyalty from its customers and then take action to make those offerings even stronger. After all, nearly 50 percent of customers are willing to spend anywhere from 11 to 50 percent more with a brand they feel they can trust. Additionally, predictive analytics can be tuned to identify which customer segments are more open to new offerings. This allows marketing teams to target those customers with campaigns that will encourage them to spend more with the brand.

An example of a brand leveraging their experience program to grow share of wallet comes from a large cafe group that was able to capture feedback from its existing customer base, analyze their sentiments, and make fundamental menu changes accordingly. As a result, the cafe group saw a noticeable revenue bump that it was able to link directly to their program insights and subsequent menu changes.

Pillar #4: Cost Reduction/ Elimination

Finally, organizations can use CX feedback and employee feedback to both save money within operations and to simplify their provided experience. Are there ineffective processes that are costing more than they’re worth? Eliminating such costs can save companies time, resources, and revenue. (After all, training one employee can cost an average of almost $1,100!)

A top-tier mattress retailer used CX tools to install an exit survey for departing employees, giving them a greater understanding of employee sentiment. After implementing the necessary changes to reduce turnover and new hire training costs, the company was able to establish a clear link between its CX strategy and the ROI it helped to generate.

Don’t Stop at Customer Experience Metrics

In the simplest of terms, what we do as CX professionals is create interactions that inspire attitudes in our customers than, in turn, produce desired outcomes. One of your desired outcomes can be to simply improve your CX metrics, but don’t let your goals stop at the numbers! 

Instead, create a strategy for your experience program that aims to benefit the business as a whole by increasing customer acquisition and retention, growing wallet share, and decreasing unnecessary costs. You have the power to help your business thrive, so aim big, go beyond the metrics, and inspire meaningful outcomes!


Want to learn more about how your experience program can produce desired outcomes? Check out this eBook that explains how to use the power of social science and your experience ecosystem to leverage the power of a single moment and meet your goals.

Three Ways to Create a Successful Linkage Analysis Strategy

Linkage analysis is a key part of any customer experience (CX) program. It’s a process that allows companies to dig deep into the experiences they provide to ask the big CX questions: what could the business do better, what are customers seeing, what is impacting finances, and how to create and sustain true Experience Improvement (XI).

Today, we’re going to run through three elements we’ve seen companies use to create amazing linkage analysis strategies, enabling practitioners like you to meaningfully improve customers’ experiences, create a strong bottom line, and point back to all of this when going back for more funding!

Three Elements of Successful Linkage Analysis Strategies

  1. Business Insights
  2. Customer-Specific Details
  3. “What If” Scenarios

Key #1: Business Insights

Business insights are one of customer relationships’ biggest building blocks. Diving into this element of your CX program empowers your team to better understand the relationship between retention, loyalty, and profitability. Once you’ve got that intel handy, your program’s ties to overall business wins and drivers become clear as day! Such drivers might include how customer experience relates to loyalty, how business ops are affecting retention, and the financial impact that comes with Experience Improvement. That last one is especially important for proving ROI and making the case for the positive impact your program has on customer relationships!

Key #2: Customer-Specific Details

While on the subject of customers, let’s get into how linkage analysis can cover details unique to the people who keep your brand trucking. Specifically, you want to look at the mechanics of specific transactions and behaviors. How intuitive is your contact center menu? Can customers jump between channels en route to getting a single issue resolved? How effective does your customer service have to be for your organization to maintain its market position, and how far might you rise if that service was improved? Questions like these vary from brand to brand, but knowing the answers makes all the difference.

Key #3: “What If” Scenarios

Our third and final tip for making linkage analysis valuable to your company is integrating it into as many simulations as possible. Organizational success comes from future-proofing your experience, which means knowing about customer preferences and potential obstacles before they even fully form. This foresight is where linkage analysis can be very useful, because brands can use it to envision, say, the revenue that could be gained by shortening the claims process, or the retention boost from a more engaged workforce.

The Next Step

CX programs can get a big boost from applying linkage analysis toward these ends, but how else might linkage analysis boost Experience Improvement? Click here to read our full report on everything linkage analysis can do for your brand, your customer relationships, and your bottom line!

New Report: How Brands Have Delivered on COVID-19 Customer Experience

Over this past pandemic-ridden year, companies have been in a state of constant uncertainty as they’ve tried to deliver positive COVID-19 customer experiences. Businesses were forced to rework themselves into the digital landscape and prioritize customer safety. 

According to CX Standards, our ongoing customer experience study, businesses somehow defied the odds and succeeded in providing a satisfactory customer experience despite the barriers of the pandemic. Looking for proof? It’s in the numbers!

What CX Standards Had to Say About COVID-19 Experiences

COVID-19 Customer Experience

CX Standards tracks thousands of customer interactions with over 300 companies across 17 industries in the United States and found that, in 2020, most industries’ Net Promoter Score (NPS) increased in comparison to 2019, when more experiences were still in person.

The chart above summarizes our findings on how consumers ranked each industry in 2019 and 2020 according to their overall customer experience, which in turn gave us a big-picture look at how satisfied the general public is. For example, if you compare the spring and fall seasons for the technology, utilities, and professional services industries to non-pandemic periods, you can see how median customer satisfaction scores have improved. 

In the spring of 2020, median satisfaction scores were 9% higher than the months leading up to the pandemic. Similarly, the scores for the fall of 2020 increased 4% from the same time in 2019.  

You would think that overall customer satisfaction would have decreased drastically in 2020 because of all the obstacles that come with a virtual world, but instead, customers were generally more satisfied than when the world was “normal.” The question to ask, then, is what can we learn from how the customer experience has evolved during the pandemic?

Three Insights from COVID-19’s Impact on Customer Experience

  1. CX programs are essential to keeping your business afloat
  2. Online experiences make or break a consumer’s opinion of your brand
  3. CX will still hold weight in a post-pandemic world

Insight #1: CX Programs Keep Your Business Afloat

Businesses have had to respond quickly to the changes COVID-19 created: shifting from in-store to digital-only interactions, going to extreme lengths to make sure customers know that their products are sanitary and safe, and taking care of all their employees so they can do their work at home when possible. In order to survive, many brands employed new digital frameworks to continue to sell their products and services. For instance, the restaurant industry experienced one of the highest NPS increases in 2020 by integrating features like QR code menus to enhance outdoor dining experiences or partnering with third-party services for a smoother pick up/delivery.

The idea of so many businesses operating solely online seemed unimaginable just a year ago, but the pandemic forced that to become reality, teaching us that a solid CX program is the first step in successfully adapting to the digital consumer environment. People’s attention spans are shorter online, websites are just not the same as talking to a human being in a store, and customers’ problems can be hard to fix when they’re displayed on a computer screen.

The world will only transform more into a digitalized landscape, which has many advantages but also a fair share of challenges. The challenge for customer experience lies in still supplying the attentive customer service someone should receive in a store when that customer is interacting online.

Insight #2: Online experiences Make or Break a Consumer’s Opinion of Your Brand

It’s no secret that people barely take time to sift through a website—you probably don’t either. The consensus from several studies is that viewers spend less than a minute scrolling before they leave a website, which means that it takes just a few seconds for them to form an opinion. Even if a customer has never spoken to anyone in your company, your website speaks for you and it can easily communicate the wrong ideas.

One of InMoment’s customers had to face this issue when the pandemic hit. This major home goods retailer depended on in-person interactions to make sales, but with customers only being able to browse products online due to restrictions, it needed to circle back. 

With consultation from InMoment customer experience experts, the retailer transformed its website to include new digital listening posts like live chat, which allowed online salespeople to inform customers which products were more suited to their needs, just as they would in store! With these adaptations, the retailer was able to guide the online experience rather than risk customers leaving after having to scroll through endless pages of products.

Another factor to take into account is how brand reputation relies heavily on your online presence, which is not solely made up of your company website. It also consists of your social media posts and advertisements. A customer’s entire opinion of your business can be swayed with just a few clicks, so it’s imperative that your online customer experience be viewed as crucially as the in-person experience.

Insight #3: In a Post-Pandemic World, Customer Expectations Will Not Go Back to Normal

Now that customers are used to the benefits of digital, they might not want to go back to the same customer experiences they had before the pandemic. It’s not so crazy to think that customers will still want kiosk ordering at a restaurant instead of having to talk to the cashier, or to order a pair of shoes online and pick them up in store. After restrictions are lifted, customers will likely prefer a more hybrid approach and expect businesses to continue a strong online presence. 

If the past year has taught us anything, it’s that it’s nearly impossible to predict the future. We may not be able to guarantee the status of customer satisfaction after businesses adapt, but what’s certain is that CX programs need to refine their digital and in-person strategies so companies can thrive moving forward. 

To read more about what we found out in our CX Standards study and how COVID-19 continues to impact the customer experience, check out this report!  

Why Every Sales Rep Should Care About Their Company’s Net Promoter Score

We all have that friend in our network crushing it at that hot startup. The comp plan is amazing, 8 of 10 reps are already at quota, the incentive triggers are kicking in. The product rocks, marketing delivers leads from everywhere and the VP of Sales can be overheard bragging about his reps commission checks.  If you have that story in your network there is one thing for sure; that company’s net promoter score (NPS) is way above average, and the trend line probably looks similar to Amazon’s stock price.

Dwight Office How do I know this? When product, marketing, sales and customer success are aligned it is the foundation for a company to sustain high growth.  This model for success often results in a high NPS.

So why should you care about your company’s NPS?  Most reps probably don’t know much about this metric. It’s probably as foreign as the rate you pay the 401k service provider to invest your money, but in the same way it can control your fate more than you know.

Jack I really don't care

What is NPS?

Net Promoter Score is the customer loyalty metric used by over 70% of Fortune 500 companies for its ability to predict retention and growth. It starts by asking customers a single question…

NPS Survey

 ……followed by an opportunity for open-ended feedback:

NPS Survey Feedback

Customers are classified into three groups based on their answers:

  • Promoters (9-10)are loyal customers and a great source of referrals
  • Passive (7-8)  customers are satisfied with the service but are susceptible to competitors.
  • Detractors (0-6) are unhappy customers and may churn.

The score is calculated this way:

NPS = % Promoters – % Detractors

4 Ways NPS impacts Sales

1. Retention/Renewal  

If you are in a farmer/hunter role you rely on some level of renewal to hit quota.  With NPS, both the score and qualitative (customer comments) can provide you the ultimate looking glass self.  Ask Geoffrey James from Inc. Magazine about self-awareness being a top 5 trait in a great sales rep. In other words, how you perceive your capabilities, and how you get along with your peers.  Ultimately, you need to be aware of how your clients perceive your brand and products.  NPS data allows you to peek into the customer’s mind about their experience & journey with your company. You can integrate these perceptions & insights into your own narrative within the sales pitch.

2. Comp Plan

Your CRO is a lot more concerned when customer churn is high.  Which in turns means his VP and your sales manager are breathing down your neck and asking for the forecast every 5 minutes.  I’ve been in sales orgs where previous success inflates the upcoming comp plan and sets unrealistic expectations.  There could be a feature or product that is over-promising & under-delivering which creates a lagging effect as sales and customer success deal with the fall out, yet bookings are still strong on paper and have not yet caught up.

A misaligned comp plan that doesn’t represent current customer sentiment and propensity to buy is kind of like a watching a bad movie sequel.  At the time it seems like a good idea, the first movie was amazing- but as you see the upcoming trailer you know something is different. You call up your friends and see the movie anyway to try and recapture the original experience. Afterwards you feel short-changed and wonder why you didn’t speak up & suggest a different movie or activity all together.

Once a comp plan is in motion, it’s hard to stop. If customers are not buying or renewing because the price is too high or the feature that was promised is not delivering, this is your chance to speak up.  Speaking with the voice of the customer by leveraging NPS data and citing real customer concerns will give you credibility.  You only have a few times a year during the all hands or sales kick-off when the comp plan is rolled out to speak up, why not use your own customer data to present any concerns? 

3. Upsell

A score of 9 or 10 means your clients would recommend you to a friend or colleague.  At the very least that means they will do a review for you on G2 Crowd or the app store.  If they really like you they might actually recommend you within their network. Make a list of the promoters and set up an action plan. It could be an executive call back program; where you work with your manager to reach out to all the Enterprise Client promoters and ask for 15 minutes meetings with each over the next quarter. Design a plan to give them something in return for asking for the referral. This could be access to the product roadmap, discounts etc. For large enterprise clients have your CRO or CEO call them.  What client doesn’t want to feel valued by an executive?

4. Career Path

As mentioned in the open, a rising NPS score can lift your sales career. Knowing what your score is today and historically over the last 12 months is invaluable to your success. If your company’s score dropped 12 points, try to determine why.   If the score is declining or already low, something is misaligned. If you are looking at negative employee reviews on GlassDoor and wondering what happened to your company, it’s already too late. NPS can be the leading indicator of what may happen in the future to your company and role.

Be the Hero: Find your NPS Data  

Superman Hero

Set up time with your VP of Customer Success or Customer Insights person. If you work for a larger organization ask your manager to help coordinate a meeting. This person is probably running an email campaign for NPS and will have a file of the data.  They can walk you through the current score, historical data and help you find the customer comments. Finally, ask them what the reporting cadence is.  If they are running it quarterly or bi-annually, it’s not enough. NPS data should be gathered as close to real-time as possible so you have a constant pulse of customer perceptions.  You really might be amazed at what you can learn from your own customers feedback. 

Get IN(credible) with NPS

Another use of NPS is to strengthen your pitch deck. Add a page to the deck that touts your score or your upward trend. Be sure to include some customer verbatims from the qualitative feedback– that kind of authenticity is persuasive. 

Every company says “we put customers first. ” When you include some aspect of your NPS story in your pitch, you prove it.

Start measuring Net Promoter Score for free with InMoment

A/B Testing to Optimize Customer Happiness using Net Promoter Score at Magoosh

This week we are featuring a guest author, Peter Poer, Head of Business Development & Content at test-prep platform Magoosh. We love the creative, agile way the Magoosh team used NPS as the A/B test metric to improve their product (and student happiness.) 

Magoosh is all about making sure our students are well educated and happy.  But we’re also a data-driven business that uses metrics to make decisions — vague notions of happiness are nice, but we want numbers!

So this is the story of how we improved student happiness by A/B testing changes to our product with the goal not of optimizing clicks or conversions or revenues, but of maximizing student happiness.   To start, though, I’ll introduce the metric at hand: Net Promoter Score.

NPS: Our Reliable Referral Indicator

Net Promoter Score is a metric that tells you, on the whole, how willing your customers are to promote your product.  Customers are asked on a scale of 1-10 how likely they would be to recommend your product; 9s and 10s are considered “promoters”, 7s and 8s are neutral, and anything below 6 is a “detractor.”  Your Net Promoter Score is calculated by subtracting the number of detractors from the number of promoters and dividing by the total number of respondents.  As a result, NPS is a percentage somewhere in the range of -100% (all detractors) to 100% (all promoters).  Not to brag, but our NPS is high. Really high.

At Magoosh, NPS is one of the most important metrics we track — it helps us determine not only whether students like our customer service and user interface, but also how well our products prepare students for their exams.  And most importantly it has been a reliable leading indicator of growth in word-of-mouth referrals — our largest marketing channel.  When NPS is high, students talk about Magoosh and more people buy it!

Screen Shot 2015-06-03 at 4.13.43 PM

Historically, we’ve asked students the NPS question after they’ve taken their exams (and, importantly, seen their final scores).  We do this because our products prepare students for tests, and, really, the proof is in the pudding.  You can’t fully decide if you’re willing to recommend Magoosh for GRE prep until you’ve taken the real GRE.  The downside is that it can take a while for us to see NPS change in response to product changes.  Since we’re waiting until after students are done studying to survey them, it can take months between when a student sees a new feature and when she rates our product.

Our NPS Issue: Mismatched Expectations

Because NPS is such an important metric to our company, we take changes very seriously.  Earlier this year we saw NPS for our GMAT product dip fairly significantly.  Looking into why, we discovered that several passive and detractor students were complaining that they were getting lower scores on their real GMAT than they did on their Magoosh practice tests.

Screen Shot 2015-06-03 at 2.31.45 PM

Our algorithm was telling students to expect one score, but, for some, their official reports were coming back lower — obviously a frustrating experience.  These students were still improving their scores significantly, but once you’ve got a 750 in your mind, a 700 seems disappointing!  We determined that we needed to fix our score prediction algorithm to be more accurate, but we were left with a major concern: would an improved algorithm that displayed a lower predicted score be demoralizing for students?  Which was worse for customer satisfaction — a lower predicted score while studying, or a disappointing final score after the exam?

The Challenge: Could we optimize quickly for NPS?

Normally when we have questions about what works best for conversion or marketing, we run a quick A/B test to determine what works best.  But NPS was different — we’d never A/B tested for NPS optimization before, and our NPS collection survey only went to students after their exams.  It would be months before students who saw the changed algorithm took their exams and we got back NPS data.  Making a significant change without knowing how it would affect our word of mouth marketing was a big risk.

Our Solution:  Bring NPS inside our product

We determined that in order to A/B test the algorithm change, we needed a method for collecting NPS data while students were still studying — not just waiting til the end of their exam.  We began using a third-party tool called InMoment, which allows us to ask the NPS question in our product and analyze the data in real-time.  We then deployed the changed algorithm to half of our GMAT students, and we could then match the “Likely-to-refer” rating to students in the treatment and control groups.  Suddenly NPS had a new use case for us — as a powerful, agile product tool.

Wootric NPS Survey in Magoosh Dashboard


It turned out that the improved algorithm did not affect student satisfaction while studying with Magoosh — NPS from both student groups was identical.  Knowing this allowed us to roll the change out to all students more quickly.  We were also able to track the students in the A/B test over time, and have seen that post-exam NPS for students in the treatment group is a full nine points higher than for the control.

Takeaways from A/B Testing for NPS

1)  Include current customers in your optimizable funnel

Our goal is always to provide our students with the best possible test prep experience.  But since we’re not able to read minds, it’s not always easy to know if what we’re doing is actually providing a great experience.  It’s easy to think of customer acquisition as a funnel, and to wrap our brains around how to A/B test to optimize that funnel.  But what doesn’t come easily (at least for most startups — and definitely not for Magoosh, at first) is to think of current customers as part of an optimizable funnel too.

2)  Optimize your products for referrals

If your business is built on recommendations and word-of-mouth, then you really can’t afford not to optimize your products for referrals.  This process has helped us make sure that what we’re doing is making a meaningful difference for students, and has provided us with a useful and repeatable framework for testing future features and products.

3)  Focus on agility

Shift your thinking on NPS from a one-time transactional model to an ongoing and contextual model.  In-product NPS tools available today like Wootric can help you do this easily, as well as keep track of your A/B test groups.  You can speed up decision making and keep your pulse on customer happiness.

Fee in-app NPS with Wootric

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