Assembly line inside the agricultural machinery factory.

A Fortune 500 heavy machinery company in North America aimed to enhance customer experiences across its dealerships, sales, and service to boost long-term loyalty. To achieve this, it partnered with the InMoment Strategic Insights team to conduct a comprehensive offline analysis. The analysis revealed that “Salesperson Knowledge” and “Explained Warranty” were the strongest factors influencing the Net Promoter Score (NPS) rating.

In response, the company implemented formal training programs focused on improving knowledge about equipment needs, warranty details, and fostering a helpful approach among employees. Given their average sales price of $28,689, this initiative identified an additional revenue opportunity of $330,565 for each point increase in NPS.

Highlights:

  • InMoment performed a Strategic Insights Review to identify a revenue opportunity $330,565 per +1 NPS
  • Improved NPS Rating by +12.7 points through implementing employee training focused on knowledge, empathy, and listening skills.
  • Utilised relationship and sales surveys as well as True Driver Analysis to understand the biggest factors impacting the customer experience

“I would definitely recommend InMoment. Their focus on customer experience and data-driven insights have consistently helped us enhance our offerings. Their team is knowledgeable and responsive.”

The Challenge: Improving Dealer NPS

This machinery organisation wanted to improve the performance of its dealerships across the country. After conducting a relationship survey, this brand realised that some of its dealerships had an NPS that was 13 points lower than the national average and 18 points lower than the brand’s top-performing dealerships. 

Finding effective strategies to improve the NPS was challenging, so the organisation sought a partner to research its existing customer base. The goal was to gather additional data that would help identify the most promising areas for improvement.

The Solution: Improving Employee Skills for Better Business Performance

InMoment conducted a sales survey to better understand the sales process and sales experience from the customers point of view. The results of the survey were sorted based on True Driver Analysis (TDA), which is used to determine specific elements or attributes that drive the customer experience, and helps improve business performance by focusing on improving high-impact areas first. 

After conducting a TDA of sales drivers and their effect on Dealer NPS, it became clear that the three biggest drivers and areas for improvement were salesperson knowledge, equipment needs, and explained warranty. These three drivers accounted for 52.7% of dealer NPS sales drivers

As a result of this TDA, the organisation dedicated itself to enhancing the skills of its sales team through a comprehensive approach centred on training, empathy, and effective listening. This initiative equipped salespeople with the tools they needed to address customer inquiries more adeptly, fostering deeper connections with clients and ensuring they received the highest quality of service. 

“Our support team has been superb, they are quick to act and provide reasonable and accurate solutions”

The Impact: Improved NPS and Increased Revenue

Over a span of just 10 months, the organisation made significant strides in enhancing its performance by tackling the concerns highlighted in the Dealer NPS TDA. As a result of these focused efforts, Dealer NPS surged by an impressive 12.7 points. This substantial increase reflects a stronger customer relationship with dealers. The commitment to addressing these issues has proven to be a transformative strategy for this organisation. 

Schedule a strategy session with our expert team today to see how InMoment can help you identify areas of improvement within your organisation!

Milwaukee Tool

Empowering the B2B Value Chain: Elevating Experiences with Milwaukee Tool’s Voice of Distribution Partner Program

Milwaukee Tool, a powerhouse in the professional tool industry, knows that solid relationships are key to their success. Their primary customers are tradespeople, and their distribution strategy reflects this, focusing on where these professionals shop. With over 450 new SKUs launched annually and a large, complex network of distribution partners across Australia and New Zealand, Milwaukee Tool was facing significant challenges. These ranged from conflicting business priorities to disparate partners, each with unique needs.

But what truly set Milwaukee Tool apart was their decision to lean into understanding these distribution partners on a deeper level. They recognised that in B2B, relationships are emotional and critical. Their question was simple: Do our partners like working with us? How can we ensure we are providing value?

To address these questions, Milwaukee Tool launched their Voice of the Distribution Partner Program. The goal was to bridge gaps, surface operational pain points, and most importantly, gain a common understanding of the health of their partnerships.

The Roadmap to Success

Milwaukee Tool’s approach was built on a thoughtful and structured foundation to ensure every step aligned with the overarching business goals:

  • Internal Stakeholder Consultation: To kick off the project, Milwaukee Tool began by engaging key internal stakeholders from various departments— sales, logistics, and marketing—to ensure everyone was aligned with the objectives of the program. This cross-functional collaboration was important for gaining broad support and understanding the unique challenges and opportunities across each department.
  • Qualitative Interviews: The CX team conducted in-depth, one-on-one interviews with distribution partners to capture nuanced insights. These interviews revealed specific pain points, unmet needs, and opportunities for improvement that could not be surfaced through quantitative data alone. The personal nature of these conversations also helped strengthen relationships and build trust.
  • Comms Plan Development: Next, Milwaukee Tool created a comprehensive communications plan that kept all stakeholders informed and engaged throughout the process. This plan was designed to reinforce transparency with both internal teams and distribution partners, underscoring a “you said, we did” approach to demonstrate the company’s commitment to acting on feedback.
  • Survey Deployment: Once the qualitative insights were gathered, Milwaukee Tool developed a detailed survey to quantify key issues across their distribution network. This allowed them to measure sentiment, satisfaction levels, and performance metrics, which provided a clear, data-backed understanding of partner needs.
  • Buy-in from Distribution Partners: Engaging partners was critical for obtaining honest, actionable feedback. Milwaukee Tool worked to secure active participation from their key distribution partners by showing how their input would directly impact business outcomes, fostering a sense of shared ownership in the program.
  • Close the Loop: Finally, Milwaukee Tool ensured the program wasn’t just about collecting data—they closed the loop by following up on the insights gathered. This meant acting on the feedback, implementing changes, and communicating back to their partners what actions were taken as a result of their input. This step reinforced the value of the program and set up the relationship to include ongoing partner engagement.

Identifying Stronger Signals

Milwaukee Tool’s internal understanding of their partners’ pain points provided a strong starting point. But to validate and prioritise these issues, they needed real data. Qualitative interviews formed the backbone of their approach, allowing the team to design a high-quality survey that addressed what truly mattered to their partners. This led to the creation of Retailer Personas—from store managers to sales staff—giving Milwaukee Tool a nuanced understanding of their network.

Discovering Richer Insights with Driver Analysis

To avoid spreading resources too thin, Milwaukee Tool used driver analysis. This technique helped them pinpoint which pain points were not only widespread but also deeply impactful. For example, by analysing the data, they discovered that promoter stores— those highly satisfied with Milwaukee—sold 220% more products than detractor stores. This insight helped Milwaukee Tool link advocacy directly to revenue, which provided a compelling business case for investing in these partnerships.

One key insight emerged from these interviews: New Zealand retailers were significantly less satisfied with delivery experiences compared to their Australian counterparts. Milwaukee Tool responded by changing delivery partners for New Zealand, directly addressing this issue. This ability to identify and act on specific pain points strengthened their partner relationships and improved overall satisfaction.

Taking Smarter Actions by Embedding the Voice of Customer in Sales Strategy

Milwaukee Tool didn’t stop at gathering insights. They integrated Voice of Customer data directly into their sales strategy. Their National Accounts team began using these insights to build trust with distribution partners and create shared goals—after all, that’s the ultimate goal: deliver value to the distribution partner and deliver premium experiences. This transparency allowed for honest conversations about how Milwaukee could add value and co-create long-term plans.

One example stands out: Qualitative research revealed disparate levels of engagement in selling Milwaukee products across a retailer store network due to differences in KPIs across the stores. Milwaukee’s sales team took the findings from the qualitative interviews and worked with the retailer to align KPIs across the retailer network. The result? Sales at that retailer increased by 30% year-on-year, proving the power of actionable insights.

VoDP Success Factors

Milwaukee Tool’s program stood out due to a handful of important success factors that contributed to its lasting impact and effectiveness:

One of the key elements was the Customer Council, where Milwaukee Tool co-presented solutions with internal stakeholders. By involving these decision-makers from the beginning and collaborating with them on how to address partner feedback, the company secured buy-in from senior leadership. This ensured that the program wasn’t just an isolated initiative but something embraced at the highest levels of the business, which paved the way for stronger internal support and long-term commitment.

Another important component was their tailored communication strategy, centered on a “you said, we did” approach. This allowed Milwaukee Tool to consistently keep distribution partners informed about the changes being made based on their feedback. By regularly sharing these updates, they maintained engagement and demonstrated that the partners’ voices were being heard, which helped build trust and strengthened the overall partnership.

Lastly, linking advocacy to revenue became a crucial factor in justifying the program’s continued investment. Milwaukee Tool was able to quantify the financial benefits of advocacy, showing how improved partner relationships directly contributed to revenue growth. This ability to connect partner satisfaction and business outcomes provided a compelling business case for maintaining and expanding their Voice of Customer program, proving that happy, engaged partners lead to tangible financial success.

Milwaukee Tool’s journey highlights the importance of using actionable insights to improve B2B relationships. Their Voice of the Distribution Partner Program didn’t just measure customer satisfaction—it drove real business outcomes.

Key Takeaways from Milwaukee Tool

  • DRIVER ANALYSIS CUTS THROUGH THE NOISE: Milwaukee Tool’s ability to prioritise issues based on their impact was crucial in creating meaningful change.
  • ADVOCACY DRIVES REVENUE: Linking customer satisfaction directly to financial outcomes turned insights into business-critical decisions.
  • CX EMBEDDED IN SALES STRATEGY: The integration of customer feedback into Milwaukee Tool’s sales process allowed them to build deeper, long-lasting relationships with their partners.

Is your organisation using insights to strengthen partnerships and drive revenue? What steps can you take today to leverage customer feedback for growth?

If you’re ready to elevate your customer experience and drive real results like Milwaukee Tool, now is the time to take action. At InMoment, we don’t just gather feedback—we help you make sense of it, prioritise what matters most, and deliver measurable outcomes for your business. With advanced tools for driver analysis, actionable insights, and a holistic view of your customer journey, we empower businesses to turn customer feedback into a competitive advantage.

Whether you’re trying to deepen B2B relationships, align cross-functional teams, or connect feedback to revenue, InMoment’s platform is designed to get you there faster and smarter—let us help you create experiences that drive your business forward.

How Two Banks Combined Their Expertise On Data and Culture to Develop a Picture of Success through CX

financial

Eastern Bank concentrated on and became adept at the operational and analytics side of customer experience, but was insufficiently focused on the cultural components of the CX discipline. While Bangor Savings Bank had the culture side nailed down but was in need of help on the data side of its program.

  • Created an alert-based closed loop initiative and a CX leadership council to drive action Bangor Bank increased NPS score by more than six points

Guest Perception Is Always Right: How The Melting Pot Uses Customer Feedback to Deliver The Perfect Night Out

After previously utilizing antiquated approaches in customer and employee experience, The Melting Pot partnered with InMoment to meet its aspiration to be the most guest-centric company possible. The brand immediately collected an abundance of valuable feedback that enabled it to truly understand the state of its experience, then took action to improve operations across the company.

  • 47% increase in key “speed of service” metric within four months
  • Reduced time and risk in introducing new products
  • Unprecedented ability to listen to and take action upon guest feedback

Indiana Farmers Insurances' Plan to Reach Out to Their Detractors Pays Off (Literally)

Text analytics revealed that Indiana Farmers Insurance customers (detractors) were leaving at twice the rate of both passive customers or promoters. The plan to move the detractors over to passives or promoters using InMoment’s case management solution helped it retain more guests (specifically detractors) and tied its NPS score to business metrics by taking its high 30-range score to a score in the 50s.

  • NPS increased 20 points after initial wave of CX efforts
  • Informed intelligence and case management helped retain detractors which were leaving at twice the rate of other customers
  • Supplemented team knowledge with InMoment market research and customer experience expertise

Differentiating Business Using the Voice of Customer

To help Ohio Mutual stand out from the competition in the minds of its independent agent partners and its policyholders, the company worked with InMoment to implement a formal Voice of the Customer (VoC) program.

  • Decreased survey response time from weeks to days
  • Unified customer loyalty efforts across departments
  • Expanded surveys to policyholders and agency partners

Uncovering Gaps in the Customer Service Experience

Hyundai Australia partnered with InMoment to identify the key stages of its customers’ service experiences and understand what really enabled better outcomes for both the customer and the business. By collecting and analyzing feedback, InMoment identified a gap that was both a major pain point for customers and a missed business opportunity for Hyundai.

  • Greater visibility into operational improvement opportunities
  • 500% increase in monthly bookings revenue
  • Intelligence for new training program that ensures execution of optimized CX
Tiffany & Co. logo in black and white.

Growing Customer Listening and Understanding to Inspire Satisfaction, Loyalty, and Joy

Prior to partnering with InMoment, Tiffany’s listening program relied on delivered scores and structured data. Though it collected valuable unstructured data, gaining actionable intelligence was a time consuming, manual process. With InMoment’s industry-leading data, technology, and strategic services, the brand was able to unlock their unstructured data and keep their 200-year-old promise of “above and beyond” service.

  • De-siloed CX data and made feedback visible to the entire company
  • Wealth of valuable, relevant intelligence & data now sent to VP’s and managers weekly
  • Voice of employee program gives a new perspective on the customer experience from the people who interact with guests the most

Streamlining the Digital Journey and Boosting Satisfaction

Juniper Networks knew that the digital channel plays a crucial role in practically every aspect of the customer journey. After partnering with InMoment, they were able to increase their brand impression online by enabling incredible experiences with every click.

  • Widened Survey Request Range from 40% to 100% of Website Visitors
  • Introduced Mobile Surveys, Simplifying Participation
  • 62% Faster Case Resolution

Reinvigorating an 80-Year Commitment to Member Service

After establishing their CX team, Chevron Federal Credit Union chose InMoment as a partner to provide both strategic consulting and a CX technology solution. Chevron FCU’s goal was to stay commited to their members by gathering feedback and using text analytics to tap into their members’ journey.

  • Implemented Research and Analysis to Plan Strategy
  • Eliminated Data Silo Issues Using Platform
  • Integrated Case Management with Salesforce

Creating an Effective Survey Program Where Customer Feedback Drives Action

For more than 35 years, U.S. Cellular has maintained the focus on serving markets that are not served by others. Across the map, leaders ensure their associates have the knowledge and training to provide consistency and informed decision making on behalf of consumers.

  • Increased number of customers providing feedback by 400%
  • Decreased cost of call center program by 50%
  • Utilization of program technology and capabilities increased by 30%

Collecting Game-Changing Context to Own the Moments That Matter

With InMoment’s help, Discount Tire organized all of its customer data into one place, and organized dashboards for different parts of the service experience. They created a custom program that analyzes feedback from each customer touchpoint and processes it into a weekly store report for each of its 1,000+ stores throughout North America. That way, problems can be solved with each store’s manager having access to the customer feedback.

  • Consolidated Data into Centralized Platform
  • Gather and Analyze Feedback from Each Customer Touchpoint
  • Created Dashboards Specific Store Locales

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