Unlock smarter Qualtrics automation: integrations & workflows for CX success

Transform your Customer Experience with Qualtrics automations

  • Optimise your CX program with innovative workflows and integrations
  • Address common CX hurdles with targeted automations
  • Enhance personalised experiences, ensure data compliance, boost audience engagement, improve data-driven decision-making, and strengthen customer loyalty and retention.

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The power of automations

Qualtrics provides powerful automation capabilities through its workflows and integrations, enabling organisations to leverage innovative technologies to optimise your Customer Experience (CX) programs. This increased agility and innovation drive more creative and effective CX solutions, allowing for faster adaptation to evolving customer needs and changing market demands. You can achieve substantial improvements through key innovations, such as:

  • Enhanced Natural Language Processing: to gain a deeper understanding of customer feedback, you can analyse not only what customers say, but also how they express themselves. This uncovers sentiment, effort levels, and underlying emotions, enabling the automation of highly personalised follow-ups and the efficient identification of critical issues within large volumes of unstructured data, ultimately improving communication and problem resolution.
  • AI-powered recommendations: By leveraging real-time data, you can dynamically adapt to and even predict future customer behaviour. This allows for a rapid transition from data insights to effective action, optimising customer interactions across strategic decisions and individual service touchpoints. For example, AI can identify customers at risk of churn, automatically triggering interventions to improve retention outcomes.
  • Low/no-code workflow builders: user-friendly workflow builders democratise automation, enabling CX teams to quickly set up and deploy sophisticated automations without requiring advanced programming skills. This fosters agility and innovation, accelerating the development of more responsive and effective CX programs.

Discover how you can transform your organisation’s CX program

Watch our webinar recording to learn practical Qualtrics automation strategies.

Overcome your biggest CX challenges with  automations

Many organisations struggle with common hurdles that hinder their CX efforts. Smart automation solutions are designed to overcome these challenges:

  • Data silos often hinder organisations from uncovering actionable insights. Data integrations can help you gain a unified customer view, empowering smarter decision-making.
  • Audience feedback fatigue can lead to low response rates and compromised data quality. With automated, personalised feedback strategies, you can re-engage your customers and capture meaningful responses.
  • Being reactive to insights can lead to missed critical signals and opportunities for proactive action. Implementing real-time data workflows and automated alerts can enable proactive CX management.
  • Manual overload and inefficiencies frequently drain valuable resources, with employees spending excessive time on repetitive tasks. Automate key processes to free up your team and significantly boost overall efficiency.

Smart automations to enhance your CX strategy

Act XM leverages workflows and integrations to deliver powerful solutions that transform your CX program:

  • AI segments:
    Automate targeted actions based on AI-driven insights to create personalised experiences and predict customer behaviour. This enables you to reach the right people effortlessly.
  • Workflows based on Text Analysis:
    Trigger automated actions based on sentiment analysis and intelligent text analysis of customer feedback. This allows you to respond intelligently and personally by customising actions based on customer sentiment.
  • Automated Unsubscribe management:
    Automate unsubscribe processes to keep your data clean and compliant. This simplifies data management and ensures compliance.
  • Gift Card integration:
    Automatically reward customers with integrated gift card solutions to boost engagement and show your customers or employees your appreciation.
        • Automated Research Panel management: Automate the creation and management of research panels to streamline your research processes.
        • CRM & Data Lake integration: Automate survey distribution by seamlessly integrating Qualtrics with your CRM or data lakes.
        • Real-time data export: Automate the export of data to external systems to enable real-time insights and faster decision-making.

        Drive significant business transformation by implementing effective CX automation

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