Pereion Solutions Blog

Discover what’s new with Tealeaf on Cloud and Watson CXA

Posted by Kristin Bonazoli

Tue, Jul 23, 2019 @ 07:07 AM

One of the biggest changes over the past few months, in addition to the new enhancements to Tealeaf Customer Experience on Cloud, Watson Customer Experience Analytics (CXA) and Digital Analytics (DA), is the rebranding of the IBM Watson Marketing portfolio to be named Acoustic. 

Acoustic, formerly IBM Watson Marketing, was officially introduced, on Monday, 7/15/19, as the largest independent marketing cloud to offer a comprehensive suite of AI-powered solutions.  Although branded under a new name, Tealeaf on Cloud, Watson CXA and Digital Analytics (DA) continue to be powerful Customer Experience (CX) analytic tools that offer a robust set of AI-powered behavior analytic capabilities that provide valuable data-driven insights that help marketers deliver optimal and enriched cross channel digital experiences that drive customer satisfaction, improve conversion rates, reduce cost and maximize return on investment (ROI).  Now, let's take look at latest releases that add new enhancements and functionality to Tealeaf on Cloud, Watson CXA and DA.  

 

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Tealeaf on Cloud enhancements improve reports and workspaces

Below you will find a list of the latest improvements to Tealeaf on Cloud:

  • Users assigned to the EventAdmin role are now authorized to edit reports shared by other users.
  • A Validate page option has been added to the Snapshot Capture feature allowing users to check the page they are capturing to make sure it does not have any issues that may cause the snapshot to fail.
  • Enhancements to workspaces now allow you to share with user groups.
  • Workspace owner names are now displayed in the Workspace navigation to help differentiate between similar workspace names.
  • Category name edits in Workspaces can now be canceled if needed.
  • Session Search BETA search sharing includes users groups.   Members of user groups with which you shared results can access the session listing by choosing Search results>Shared with Me from the Session Search BETA page. 
  • Simple Event Caption now functions with span elements.

Click here for a detailed list of the enhancements released for Tealeaf on Cloud.

 

Watson CXA adds updates to event icons and Navigation

Here is what is new and improved for Watson CXA :

  • Ability to customize event icons in individual journeys
  • Enhancements to the Navigation bar offer users a more up-to-date Reports menu and sharper labeling on other menus.
  • Organizations with top path enabled also see top path trends in the Overview dashboard

Click here additional information on Watson CXA enhancements.

Digital Analytics release enhances usability

Updates to DA include:

  • Hierarchy reports that you export and email now support date and segment compare.
  • Watson Assistant not only can answer your question but also provides a link to the IBM Knowledge Center for further information.
  • Digital Analytics Real-time Monitor and the Digital Analytics Enterprise Dashboard can be accessed by clicking the Monitor or Enterprise Dashboard link in the DA standard workspace.
  • Support for JSON in the Report API has been added allowing users to export reports to CSV, Excel, Tableau and JSON formats.
  • Monitor specific Product category metrics by configuring alerts.

Click here for more information on the new releases for Digital Analytics

Improve your Tealeaf skills at the DC Tealeaf Rug on 7/31/19, 

Looking to improve your Tealeaf skills?  Join Pereion Solutions on Wednesday, 7/31/19, at the Washington, DC Tealeaf Regional Users Group (RUG) for Tealeaf on Cloud Fundamentals training that will help develop and further your knowledge in key areas that are important to facilitating effective digital analysis.  This no cost, valuable Tealeaf RUG training session will focus on advanced reporting and session search capabilities, combined with basic event development training.  

Reserve Tickets to DC Tealeaf RUG on 7/31/19

Click here to reserve your spot for our 7/31/19 session on day 2 of the DC Tealeaf RUG.  (Please note that if you wish to attend the training on day 2, 7/31/19,  we ask that you also attend day 1, 7/30/19 - so reserve your tickets for BOTH days.)  Please be sure to bring a laptop and access to a Tealeaf on Cloud environment for this course.  For additional information about the topics that will be covered in our training session and to download a copy of the agenda, click here.

 

New learning material added to Pereion Learning Paths portal

Pereion Learning Paths put resources at your fingertips to allow you to effectively leverage Watson Customer Experience Analytics (Watson CXA) and Tealeaf Customer Experience on Cloud (Tealeaf on Cloud) solutions to optimize customer experiences and maximize opportunities for your digital business.  We have recently added a couple new education modules that will provide you with valuable information on Managing Workspaces and Dashboards and Creating Standard ReportsClick here or the tile below to read more about these new learning modules and other educational material that will help you get started with successful digital analysis.

Pereion Learning Paths Portal

 

Topics: tealeaf web analytics, Coremetrics, Tealeaf best practices, Tealeaf IBM, Tealeaf SaaS, Watson CXA, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Tealeaf CX on Cloud, Artificial Intelligence (AI), IBM Tealeaf Customer Experience (CX) On Cloud, IBM Digital Analytics (DA), IBM DA, What's new with Tealeaf and Watson CXA, geospatial analytics, Pereion Learning Paths, return on investment, ROI, Tealeaf RUG Washington, DC, Tealeaf Fundamentals, Acoustic, GoAcoustic, Unleashbrilliance, marketbrilliantly

Look what’s new with IBM Tealeaf on Cloud, Watson CXA and IBM DA

Posted by Kristin Bonazoli

Tue, May 7, 2019 @ 07:05 AM

Several new features and enhancements were introduced in Q1 for IBM Tealeaf Customer Experience (CX) on Cloud, Watson Experience Analytics (CXA) and IBM Digital Analytics (DA), that significantly improve functionality and usability.  Take a look at what's new and changed over the past few months.

IBM Tealeaf on Cloud enhancements improve functionality and workspace management

A number of new features were added to Tealeaf CX on Cloud and CX Overstat on Cloud that introduce enhancements in these key areas:

Anomaly Detection -

  • A new feature allows you to enable and configure alerts.  Alerts can be managed from the Alert Manager and allow users to select the alert method and indicate the email recipients. 
  • The table of the Anomaly Detection report has been enhanced to make it easier to understand the correlation between dimensions and contributing factors.  
  • Action column now includes contextual information.

Session Search -

  • OrgAdmin can now pin and "favorite" almost all categories of search conditions, like Event names, Dimension names, Session attribute names, to a drop-down list in Session Search. 
  • Session Name has been added to the Event Tester results page to make it easier to identify sessions and differentiate one from another.


Event testerSession Name is added to the Event Tester

  • Support for wildcard (*) searches has been added.
  • Share option has been added to the results page making it easier to share your session search with other users. 
  • Session Search Beta has been introduced and is an improved version of Session Search, offering intelligent and cognitive searching features.

Event Tester -

  • Expand all and Collapse all options have been added that provide you with a more efficient way to view and scroll Event results for sessions. 
  • The Select Sessions area of the Event Tester has new feature to Replay sessions so you can make sure you have the correct session for the Events or Event objects you are testing.

Data Export tasks - 

  • To improve performance, only the most recent week of the Daily export tasks are loaded into the table and you can view the entire history of a Daily export task by clicking View task. history.  Previously, if a Daily export task contained a lot of execution records, it took a long time to load in Data Export table and users had to wait before working with the data.

CX Overstat reports -

  • Dates are now grayed out on calendars if they fall outside of the Overstat data retention period for  Expanded reports in the Overstat report builder and the Overstat reports.
  • Capture Shortcut can now be modified by users.

Session Replay -

  • New icons have been added to the Navigation pane for Replay to either click, load, unload, scroll or value change. 
  • Timeline, Replay and Raw Data are now located in the top row in the navigation pane and the icons for User, Number of Screens and Operation System can now be found below the Timeline, Replay and Raw Data tabs. 
  • The Steps label now includes the session's start time and duration.

snipping timestampDuration for each screen view is displayed in Step label. Previously, a timestamp was displayed.

  • Filter content in the Replay and Raw data views to de-clutter the navigation pane.

Workspaces

  • SysadminSupportUser and OrgAdmin designated users now have the ability to delete workspaces owned by other users and to create categories for public workspaces. Creating categories for public workspaces makes it easier for members within your organization to find data that is relevant to their roles.   

Workspace categoriesOrgAdmin and system administrators have an option to create categories in Public Workspaces

  • OrgAdmin can now manage users by group.
  • Ability to create categories in My Workspaces and a name-check prevents duplicate category names.
  • A bookmarking feature has been added to the navigation pane to access your reports quicker.
  • Shared workspaces are renamed to Shared with me and Admin workspaces are grouped by owner.
  • Declutter the Workspace Viewer area with the Close all tabs icon. Also, the creation of inadvertent New Workspaces has been addressed and eliminates the possibility of creating new workspaces accidentally.

In addition to the added improvements, issues with Simple Event Capture,  to the Create and Clear buttons have been resolved.  Also, you now have the ability to refactor Sub-select tool output for time-based metrics.

 

Watson CXA updates offer improvements to reports

The following enhancements were introduced in Q1 for Watson CXA: 

  • Now you have the ability to drill into an expanded view of a journey report to see new calculations to metrics.  These new metrics are available for newly created reports and allow you to see percentage of journeys within a channel that contain a certain event, as well as the average number of times an event was completed per channel.

expanded view

Expanded view of a journey report to see new calculations to metrics


  • The number of Top paths you want to display in journey reports can now be customized between five and fifty.
  • Mindset categories can also be customized.  Previously, mindset categories featured OR logic between events, but now you can specify AND relationships for events in a mindset category.  Also, you can now track when a user moves from one mindset category to another and use the events as touchpoints within journey reports.
  • You can now export a CSV file that contains a list of your users for Watson CXA, Tealeaf on Cloud and Digital Analytics that includes user roles, permissions and the date of last login.

 

IBM Digital Analytics release new features to improve usability

Let's take a look at the updates for IBM Digital Analytics:

  • A date range now shows on the file name and report headers of exported reports.  Also, date ranges can be saved in custom views for Top Line Metric reports.
  • The Trend icon has been moved to the top of the report workspace so users can see the correlation between the trended view and the bar chart view.
  • Heat maps for Top Line Metrics reports can now be exported to Excel, CSV, and PDF.
  • When editing custom marketing channels in the Admin UI, Administrators have the ability to sort channel names and active vendors.  This can be done by clicking Up/Down arrow next to Channel name in Marketing Channel window or Active vendor in the Create channel window.
  • DA now restricts you to three failed login attempts before you are locked out and a password reset email is sent.
  • Enhancements to the TagBar allow you to resize and  open in the tab that you are currently using.  Also, The TagBar extension is easier to install on Firefox.
  • Scheduled report emails now provide option to unsubscribe.
  • Top Line reports tracked and anonymous comparison data is now available when you export or email.
  • New/Repeat Visitors can be added to segments.
  • The title for the Mobile Device Type column in the Mobile Devices report is changed to Device Type and a column for non-mobile devices shows Desktop/Non-Mobile.
  • "No end date" is remains on in reports after you change the date frequency in the Calendar.
  • Date and segment compare can be saved and is now supported in all ad hoc and standard hierarchy reports.

hierachy reports

Save views of hierarchy reports with compared dates and segments

  • Ability to quickly identify users groups that a report is shared with by either checking the report tool tips or the report properties.
  • Now when unique-based metrics change to no longer being unique, a message displays and the corresponding metric name in the IBM DA UI updates 

 

Pereion's Think Presentation, Data Driven Customer Experience with IBM Tealeaf, available on-demand

Discover how to use data driven insights and AI to diagnose struggle, remove obstacles, capture lost revenue and improve customer experience using Tealeaf on Cloud.  View our on-demand webinar, Data Driven Customer Experience with IBM Tealeaf, that examines Tealeaf CX on Cloud best practices and highlights important use cases that can be applied to achieve a better understanding of customer behavior to improve digital customer experience and boost business opportunities.  Click here or the tile below to watch our on-demand webinar, Data Driven Customer Experience with IBM Tealeaf. 

 

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Interested in learning more about Tealeaf on Cloud and the topics covered in our webinar? Please click below for a one-on-one discussion on how we can help you effectively leverage and get the most out of Tealeaf CX on Cloud and Watson CXA to optimize and deliver exceptional digital customer experiences.

 
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Topics: Pereion Solutions, tealeaf web analytics, Coremetrics, Tealeaf best practices, Tealeaf IBM, Tealeaf SaaS, Search Optimization, IBM Watson Customer Experience Analytics, Watson CXA, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Tealeaf CX on Cloud, Artificial Intelligence (AI), IBM Tealeaf Customer Experience (CX) On Cloud, IBM Digital Analytics (DA), Mindset data, IBM DA, What's new with Tealeaf and Watson CXA, CX Analytics Best Practice Tip, Data Drive Customer Experience with Tealeaf, Anomaly Detection, Think 2019 Presentation, geospatial analytics, Business Process Scorecard

Pereion's Think Tealeaf Presentation Now On-Demand

Posted by Kristin Bonazoli

Thu, Apr 25, 2019 @ 08:04 AM

At the IBM Think 2019 conference this past February, Pereion Solutions was invited to present, Data Driven Customer Experience with IBM Tealeaf.  Our presentation focused on Tealeaf CX on Cloud best practices and highlighted important use cases that can be applied to gain a greater understanding of customer behavior in effort to improve digital customer experience and boost business opportunities.

57Steve Perry presents, Data Driven Customer Experience with IBM Tealeaf, at  IBM Think 2019

 

Data Driven Customer Experience with Tealeaf available as on-demand webcast 

We are pleased to let you know that our IBM Think 2019 presentation, Data Driven Customer Experience with IBM Tealeaf, is now available as an on-demand webcast. For those that were unable to attend Think 2019 or missed our session, this is a perfect opportunity to discover how to use data driven insights and AI to diagnose struggle, remove obstacles, capture lost revenue and improve customer experience using Tealeaf. In addition,  learn more about the following use cases that can be utilized to improve digital intelligence and create actionable insights: Geospatial Analytics, Struggle Analytics, Anomaly Detection, Business Process Scorecards, Onsite Search Optimization and Anomaly Detection.  Click here, or the tile below, to view our webinar, Data Driven Customer Experience with IBM Tealeaf.

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Pereion Solutions specializes in Tealeaf and Watson Customer Experience Analytics (CXA). We can help you effectively leverage Tealeaf CX on Cloud and Watson CXA to optimize and deliver exceptional digital customer experiences. Click here to schedule a complimentary consultation with us. 

 

Topics: Pereion Solutions, Tealeaf best practices, Tealeaf IBM, Search Optimization, Tealeaf Customer Experience on Cloud, Struggle Analytics, actionable insight, digital intelligence, Artificial Intelligence (AI), IBM Tealeaf Customer Experience (CX) On Cloud, customer insights, digital experience, IBM Think 2019, Think 2019, Data Drive Customer Experience with Tealeaf, Anomaly Detection, Think 2019 Presentation, geospatial analytics, tealeaf cx on cloud use cases, Business Process Scorecard, Tealeaf

Pereion Solutions Presents at IBM Think 2019

Posted by Kristin Bonazoli

Wed, Feb 20, 2019 @ 07:02 AM

Pereion Solutions was proud to present and be a part of the IBM Think 2019 conference that wrapped up last Friday.   Our founder and president, Steve Perry, discussed ways to utilize data driven insights and leverage the power of AI to diagnose struggle, remove obstacles, capture lost revenue and improve customer experience using IBM Tealeaf Customer Experience on Cloud (Tealeaf CX on Cloud) and Watson Customer Experience Analytics (CXA).

59 (1)Steve Perry, President of Pereion Solutions presents at IBM Think 2019

 

Data Driven Customer Experience with IBM Tealeaf

Our IBM Think 2019 session, Data Driven Customer Experience with IBM Tealeaf, touched upon IBM Tealeaf CX on Cloud best practices and important use cases that can be applied to help achieve a better understanding of customer behavior to enhance digital experience and drive business opportunities.  Some of the important use cases covered in the presentation include:

  • Anomaly Detection - Identify unusual patterns and irregularities in customer behavior data and uncover contributing factors
  • Struggle Analytics - Detect and analyze customer struggle on your site in real time
  • Business Process Scorecards - Gain visibility into the performance of your business processes and identify individual process steps that may need improvement
  • Geospatial Analytics - Understand where your customers are engaging and struggling geographically
  • Onsite Search Optimization - Achieve advanced insights into how customers engage with content and what they are searching for on your website

 

Please click the tile below to take a look at additional Tealeaf CX on Cloud and Watson CXA customer use cases that were not included in our presentation.

Watson CXA & Tealeaf Use Case Video 

 

Missed our IBM Think 2019 session?  Download a copy of our presentation or schedule a consultation on Data Driven Customer Experience with IBM Tealeaf, by clicking the tile below.

Download Pereion Solutions' IBM Think Presentation, Data Driven Customer Experience with IBM Tealeaf, or request a consult

 

Pereion introduces new Learning Path portal at Think 2019

In addition to our presentation, we are thrilled to have introduced Pereion Solutions' Learning Paths at IBM Think 2019!

In effort to address the needs of our customers and put resources within reach to effectively leverage IBM Tealeaf CX on Cloud and Watson CXA solutions, Pereion developed the Pereion Learning Path portal.  It is designed to help you focus on specific areas important to facilitating effective digital analysis and creating actionable customer insight.

Our Learning Paths curriculum is continually being developed so be sure to visit our portal regularly for new material.  Click below to register and get started on your learning path to successful digital analysis!

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Topics: Tealeaf best practices, IBM Tealeaf Partner, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Artificial Intelligence (AI), IBM Tealeaf Customer Experience (CX) On Cloud, IBM Think 2019, Learning path portal, Think 2019

Learn About Data Driven Customer Experience with Tealeaf at IBM Think 2019

Posted by Steven Perry

Tue, Feb 5, 2019 @ 07:02 AM

IBM Think 2019 is just seven days away and an ideal time for companies to get hands on experience and explore the many technologies and resources that can be employed to help transform and optimize their businesses. Artificial intelligence (AI) will again be a key topic at Think and a great opportunity for online businesses to discover new ways of leveraging the power of AI in solutions like IBM Tealeaf Customer Experience on Cloud (Tealeaf CX on Cloud) to enhance digital experiences and maximize business opportunities.

Pereion Solutions to present at IBM Think 2019

As an IBM Gold Business Partner specializing in Watson Marketing, Pereion Solutions is proud to be presenting and to be a part of IBM Think 2019.  Please join us on Wednesday, February 13, 2019, from 9:30 AM - 10:10 AM for a break out session (Session ID#7359A), Data Driven Customer Experience with IBM Tealeaf, located at Moscone South, Exhibit Level, Hall D - Data & AI Think Tank E.  Learn how to use data driven insights and AI to diagnose struggle, remove obstacles, capture lost revenue and improve customer experience. We will focus on Tealeaf CX on Cloud best practices and highlight important use cases that you can apply to help you better understand customer behavior and transform your data into usable insight to create exceptional digital experiences and boost business performance.  Our presentation will cover the following key topics:

  • Anomaly Detection
  • Struggle Analytics
  • Business Process Scorecards
  • Geospatial Analytics
  • OnSite Search Optimization
  • Session Search & Analysis Techniques

 

We hope to see you at Think 2019.  For additional information on our session click here

 Think 2019-2

 

Not attending Think but are interested in learning more about Tealeaf on Cloud and the valuable information being presented? Please click below for a one-on-one discussion on Data Driven Customer Experience with IBM Tealeaf.

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Topics: Tealeaf best practices, IBM Tealeaf Partner, Pereion, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Artificial Intelligence (AI), IBM Tealeaf Customer Experience (CX) On Cloud, IBM Think 2019

Tealeaf Can Improve Health Insurance Buying Experience

Posted by Colleen Perry

Tue, May 5, 2015 @ 21:05 PM

The implementation of the Affordable Care Act created the need for states to develop Health Insurance Marketplace websites for consumers to compare and purchase subsidized health insurance plans. These marketplaces, or health exchanges, are open during each year's annual open enrollment period, creating a large flux of consumers shopping for individual and small business coverage plans. In turn, there was a sudden increase of potential customers visiting state exchange sites and insurance company's sites. 8 million enrolled in the marketplaces during the 2014 enrollement, while 11.7 million were expected to enroll during the 2015 openExchange enrollment. When this peak was first met, both the federal and state marketplaces experienced well-documented difficulties with their technical interfaces, creating widespread customer struggle and financial distress. Many consumers struggled to buy a health insurance plan that they were required by law to have. These issues have continued as health insurance exchanges and companies work to improve the site infrastructure and web experience. Improving the customer experience is a priority for both health exchanges and healthcare insurance companies. Available customer experience analytics and tools, like IBM's Tealeaf Software, can play a critical role in improving the experience on these websites.

Healthcare Exchanges

The implementation of Obamacare has received a lot  of critisicm since it was established, as health exchange sites have been experiencing countless technical difficulties and shutdowns. Some of the struggles customers face on the exchage sites were outlined in this New York Times article. These types of customer experience problems are exactly the type problems IBM's Tealeaf technology was designed to help identify. If you can see the challenges that customers are experiencing on a healthcare exchange in buying insurance, then you have the opportunity to fix those issues.  Tealeaf was uniquely designed to provide that visibility and then able you to segment and prioritize the issues, so you can deliver a quality customer experience. 

Health Insurance Companies

Healthcare Exchange sites provide side by side comparison of health insurance plans and direct links to company websites.  The need for customers and employers to shop for health insurance online has increased the need for health insurance companies to provide a high quality shopping experience. How well does your online conversion rate compare to your competitors, and how can you improve? There are a number of healthcare insurance providers that do leverage Tealeaf today to track and manage the customer experience.   Consumers are becoming savier consumers of health insurance and they won't tolerate poor online experience. Let's look at a quick summary of the benefits that Tealeaf can provide both Healthcare Exchanges and Health Insurance providers.

Tealeaf Benefits for Health Care

  1. Quickly resolve customer-experience problems by vieiwng a replay of the customer's session and addressing the problems directly. Instead of listening to complaints or asking users for feedback on surveys, proactively view the customer's experience.  
  2. Prioritize customer experience issues by using Tealeaf's unique customer experience analytics to answer not only quantitative data questions, but also a qualitative analysis. Then use that data to prioritize the issues having the greatest impact to your site. 
  3. Track your common technical issues with Tealeaf and be alerted when issues begin to arise, so you can resolve them quickly. Arm your call centers with the ability to track and replay user sessions, so they are truyly able to help customers when issues arise.
  4. Understand customer behavior to increase conversions. Understand where in the process users struggle. Why were they unable to find a policy that meets their needs? Why did they load a plan in your cart and then abandon it.

To learn more about how to optimize your web/mobile site to deliver a better online experience for your customers click on the button below to download the Customer Experience best practices whitepaper. 

Request IBM Customer Experience  Management Best Practices Guide

 

If your interested in discussing ways to improve the customer experience in the health insurance market, please leave a comment below or send an email to info@pereion.com

Topics: Customer Experience Management, Tealeaf Software, IBM Tealeaf, Tealeaf best practices, Tealeaf technology

IBM Smarter Commerce Blog Post Highlights Tealeaf Software Solutions

Posted by Steven Perry

Tue, Dec 9, 2014 @ 08:12 AM

We posted a guest blog on the IBM Smarter Commerce Blog this week highlighting the need for a no compromise approach to Customer Experience Management tools and processes.  The blog references some of the results from the IBM Holiday Digital Analytics benchmark, you can find the results of this benchmark on the IBM Digital Analytics Benchmark Hub.

IBM Smarter Commerce

 

 

 

 

You can click here to go directly to the IBM Smarter Commerce blog. Please take the time to read the blog, it highlights five key recommendations for online businesses:

  • Test Everything
  • Make Mobile Experience a Top Priority
  • Visualize and Optimize the Customer Experience
  • Understand the Full Customer Journey
  • Move to Intelligent Customer Engagement

I would like to call out two of these recommendations and corresponding partnerships that we have established to provide a unique set of solutions that take advantage of the IBM Tealeaf capabilities and provide clients with industry leading offerings that effectively allow them to maximize the value of their Tealeaf investment and create a differentiated customer experience. 

Test Everything

We have partnered with SiteSpect to create a private cloud implementation of IBM Tealeaf within the SiteSpect Cloud data centers.  This enables companies to take advantage of SiteSpect's best in class testing capabilities and IBM Tealeaf's industry leading Customer Experience Management capabilities in a single integrated network environment.  This combination reduces network latency and provides a seamless view between SiteSpect and Tealeaf.  For further information on this offering, please click on the image below.

Implement IBM Tealeaf with SiteSpect Cloud

Move to Intelligent Customer Engagement

In addition, we have partnered with Exchange Solutions to provide an integrated offering of Exchange Solutions unique customer engagement platform with IBM Tealeaf's rich customer analytic capabilities.  Exchange Solutions is able to leverage that information by applying a proprietary rules engine to identify customer behavior gaps and then offer individualized incentives to encourage specific buyer behavior.  This approach to Intelligent Customer Engagement provides the opportunity to maximize individual customer profitability and this can all be done with an innovative performance based pricing model that allows costs to be tied directly to results.  To learn more about this joint offering with Exchange Solutions, please click on the image below.

Exchange Solutions Tealeaf Pereion

There is no reason to compromise when it comes to customer experience, when you have the opportunity to marry these industry leading online solutions for testing and customer engagment with IBM Tealeaf technology to improve the overall customer experience.  

Topics: Customer Experience Management, Tealeaf Software, tealeaf web analytics, Tealeaf best practices, Tealeaf technology, Tealeaf IBM, Exchange Solutions, SiteSpect

How to Use Tealeaf Technology to Optimize your Website Redesign

Posted by Greg Jackman

Wed, Nov 19, 2014 @ 08:11 AM

IBM Tealeaf software provides critical customer experience data so you’re able to make the best decisions possible throughout your entire website redesign process.

imgres resized 600

In IBM’s whitepaper, Drive Site Redesign Success, they discuss nine use cases, in which IBM Tealeaf works to prevent and resolve costly failures before, during, and after a website redesign. You’re able to use IBM Tealeaf to:


  1. Efficiently identify and resolve post-launch problems
  2. Cut site stabilization times through issue prioritization
  3. Validate A/B test results
  4. Proactively monitor your new site moving forward
  5. Capture real-world customer experience data for research
  6. Thoroughly benchmark the business performance of your old and new sites
  7. Improve quality assurance and development with best test scripts
  8. Make User Acceptance Testing (UAT) more effective
  9. Prioritize future projects according to business impact 

 

One of the most significant advantages IBM Tealeaf brings to a website redesign is the ability to quickly identify, isolate, and prioritize as many issues as possible as you launch a new website or website upgrade.


No new website launch will ever be flawless. Websites today are simply too complex to foresee every single issue. IBM Tealeaf technology provides a tool to quickly isolate areas of customer struggle. With any redesign project there is the potential for page errors or issues in deploying new business processes. Gaining both awareness and visibility to those issues is critical to providing a quick resolution.

With IBM Tealeaf’s visual replay functionality, you’re able to identify and visualize difficult issues that you weren't able to catch during the testing phase. You're able to diagnose the problem accurately and prioritize the issues that need to be addressed.

As a leader in customer experience management, IBM Tealeaf technology finds, prioritizes and repairs your website issues before they’re able to have a negative impact on your business. Based on proactive discovery and analysis of your customer experience, IBM Tealeaf solutions fully integrate into your website redesign lifecycle, especially during the post-launch stabilization period. You’re able to focus not just on reactive problem resolution, but on proactive discovery with alert capabilities and analysis of customer experience issues. You’re not only able to capture actual behavior, but capture scenarios that would otherwise be unpredictable and difficult to find.

Site Redesign Lifecycle:

Many organizations use IBM Tealeaf throughout the entire site redesign lifecycle. The unique insights Tealeaf analytics provide offers significant benefits in each of the 5 lifecycle phases:

 

image2 resized 600

 


  1. Plan/Design & Development: Real-world and benchmarking data, without page tagging, to conduct research
  2. Test/Quality Assurance: Convert real customer sessions into future test scenarios
  3. Soft Launch: A/B testing of new site features to evaluate why certain variables performed well or poorly
  4. Post Launch: Quickly identify and solve site issues, mitigate risk, justify website redesign investments, and prioritize future enhancements

 

After launch, you can use IBM Tealeaf solutions to establish a set of Key Performance Indicators (KPIs) that are useful to decide where on your site you need to invest more time and money. KPI’s can be used for benchmarking your new site as well, without the hassle and inconvenience of tagging and waiting months for results.

 

IBM Tealeaf provides the tools needed to avoid website redesign failure.

Awareness:

With IBM Tealeaf technology, organizations have the qualitative and quantitative data to lessen the risks involved with site changes. IBM Tealeaf allows you to be aware of a range of problems before they damper your customer’s experience on your new site. Some common problems during a website redesign that Tealeaf analytics draws attention to are:

  • Broken links or functionalities
  • Navigation issues
  • Server configuration issues

Visibility:

One of the best reasons to invest in IBM Tealeaf before your new website launch is the level of visibility it provides into your customers’ online behavior so you’re able to identify and resolve issues quickly, giving you the opportunity to make better website optimization decisions. Tealeaf software records and captures all your customer’s interactions in real-time across your entire website. Its replay functionality enables you to gather the quantitative and qualitative data (with no page tagging) to solve the issues and evaluate the business impact site obstacles have on your online business. Without Tealeaf’s replay capability, customer behavior would be difficult to reproduce and fix, and may lead to premature diagnoses and more costs. Some of the high-level benefits of implementing IBM Tealeaf before your new website launches are: 

  • Investing your resources where they can make the greatest improvement and impact
  • Dramatically reducing the time required for site stabilization
  • Increasing conversion rates and decreasing customer complaints
  • Improving top and bottom line results 

 

For more on how IBM Tealeaf optimizes your website redesign project, including customer case studies, please download the IBM whitepaper, Drive Site Redesign Success.

IBM Tealeaf Website Redesign

If you would like to discuss how to utilize IBM Tealeaf on your website redesign project, please feel free to leave a comment below. You can also contact us directly, by sending an email to slperry@pereion.com.

Topics: Tealeaf Software, IBM Tealeaf, tealeaf web analytics, Tealeaf best practices, tealeaf analytics, IBM Tealeaf Partner, Tealeaf technology, Tealeaf IBM, Tealeaf partner

IBM ExperienceOne Forums Highlight Tealeaf Best Practices

Posted by Greg Jackman

Tue, Oct 21, 2014 @ 08:10 AM

Pereion Solutions recently sponsored two IBM ExperienceOne Customer Forums, one in San Francisco and one in Boston. Both events included robust discussions on Customer Analytics and specifically best practices in leveraging IBM Tealeaf to help companies improve digital customer experience across web and mobile.

IBM ExperienceOne Customer Forums image2 resized 600

Karen He, a Product Manager for IBM Tealeaf just wrote an IBM SmarterCommerce post about marketing optimization and customer experience best practices: Enhancing customer engagements through customer experience best practices based on these customer events. In the blog, she discusses our conversations around IBM Customer Analytics and Tealeaf, including Pereion’s partnership with SiteSpect, a premier provider of an A/B and Multivariate testing platform. This partnership includes a private cloud implementation of IBM Tealeaf with the SiteSpect Cloud platform. To learn more about this offering, please click here.

During both IBM ExperienceOne forums, there were presentations and discussions on Tealeaf Best Practices, including a Tealeaf Maturity Model on Best Practices from initial implementation through advanced use cases as well as sessions on Tealeaf CX Mobile Best Practices and Call Center Best Practices. The sessions included:

  • Best Practices in Identifying and Resolving Customer Struggle with IBM Tealeaf
  • Delivering Superior Mobile Customer Experience: Demonstration Showing How Leading Companies are Improving their Mobile Apps with IBM Tealeaf
  • Tealeaf in the Call Center: Reduce Costs and Improve Customer Satisfaction

 

IBM Tealeaf Maturity Model

For existing Tealeaf software users, IBM presented a maturity model of best practices to improve the customer journey, and maximize Tealeaf’s potential. The model highlighted the following steps:

  • Customer Experience Investigation
  • Monitoring Known Issues
  • Monitoring Site Processes
  • Measuring Customer Experience Key Performance Indicators
  • Advanced Business Impact Analysis
  • Voice of Customer Investigation

 

IBM Tealeaf CX Mobile Best Practices

The Tealeaf CX Mobile solution captures, stores and analyzes the customer experience to optimize your mobile channel giving your customers the power of Tealeaf’s customer experience management solutions for mobile websites. This includes the following Tealeaf CX Mobile capabilities:

  • Capturing user data for mobile websites to obtain complete mobile visibility.
  • Developing an early warning system to discover mobile application failures and usability issues, leading to unsuccessful transactions and cart abandonments.
  • Real-time drag and drop analysis of the mobile user’s behavior to quantify business impact and segmentation.
  • Identify errors in customers’ mobile sessions with ad hoc discovery and segmentation without tags.

 

Call Center Best Practices with IBM Tealeaf

How many customers contact your call center when experiencing an obstacle on your website? How long does it usually take to accurately understand the issue and identify the actual problem? Tealeaf software streamlines these business processes for your call center. Tealeaf’s best practices for customer service optimization in the call center include:

  • Offering instant customer session access to call center agents to walk through customer sessions, increasing customer service effectiveness.
  • Protecting online customer interactions records to resolve customer disputes quickly and accurately.
  • Providing online self-service options that reduce calls to the contact center, decreasing costs, and optimizing web and mobile channels.
  • Training your customers about online processes to avoid future calls, decreasing costs.

 

For a thorough analysis of the potential benefits of IBM Tealeaf for your business and a discussion about Tealeaf best practices in improving Customer Experience Management please click on the button below.

IBM Tealeaf Business Assessment 

To learn more about Tealeaf software, click on the "What is IBM Tealeaf" button below.

 

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Topics: Pereion Solutions, Marketing Analytics, IBM Mobile Customer Engagement, Customer Experience Management, Tealeaf Software, IBM Tealeaf, Tealeaf competitors, tealeaf web analytics, Tealeaf best practices, tealeaf analytics, IBM ExperienceOne, IBM Tealeaf Partner, Tealeaf technology, Tealeaf IBM, IBM Tealeaf CX Mobile, IBM Tealeaf Call Center

Jumpstart Your IBM Digital Analytics Capabilities With IBM Tealeaf

Posted by Greg Jackman

Wed, Sep 24, 2014 @ 08:09 AM

As an IBM Digital Analytics customer you have great web analytics and metrics on web and mobile website traffic, so why should you evaluate IBM Tealeaf?

IBM Tealeaf has the ability to provide a tremendous ROI for companies looking to improve their online customer experience. A Forrester Economic Impact study, Total Economic Impact: Building a ROI for Qualified Prospects to Quantify the Tealeaf Value Proposition, estimated the ROI to be 512% with a payback of 2.6 months.1 The real value of IBM Tealeaf web analytics is that you’re able to gain qualitative insight into understanding why your customers behave the way they do. You can combine that information with the quantitative metrics you receive from IBM Digital Analytics. You will have the ability to quickly identify customer struggle, visualize the issues your customers may be encountering, and optimize your online business processes.

So how do you get started in IBM Tealeaf to optimize your business processes, reduce complexity for your customers, and improve productivity? Pick your most critical process and get started. The heart of this jumpstart offering is that we will work with you to identify a single business process that is critical to your web and mobile presence, such as:

  • Checkout
  • Search & Browse
  • Registration
  • Policy Quotes

The key is to focus on creating events for each step in the business process. By mapping out each step of your process, you can breakdown and see where each customer may have struggled. By segmenting these customer sessions and replaying key elements of these sessions you can identify the critical issues and build plans to fix any breakdowns in customer experience that are causing customer struggle. IBM Tealeaf goes beyond the capabilities of traditional web analytics to show you exactly who did what, when, how, so you can visualize the real issues across the entire customer interaction.

In addition, Tealeaf has extensive digital analytic reporting that you’re able to develop and link directly to a customer’s critical processes. You’re able to utilize a combination of Alerts, Key Performance Indicators, Top Mover reports and Business Process Scorecards to give you a complete view of your digital customer experience. Ultimately, Tealeaf enables you to:

  • Increase your customer retention and conversion rates
  • Generate more revenue with more successful transactions
  • Provide a positive customer experience
  • Gain full visibility into customer struggle without interrupting customer behavior or site performance with tagging
  • Resolve system issues and customer obstacles

While IBM Tealeaf works with other web analytics solutions as well, we are focused on making it easy for IBM Digital Analytics customers to get started. We have packaged a “jumpstart” offering to enable you to get started with IBM Tealeaf and focus on your most critical online process. This jumpstart offering includes:

  • IBM Tealeaf Software (including CX, cxImpact, cxView modules)
  • Hardware Infrastructure
  • Tealeaf Implementation Services
  • Tealeaf Integration with IBM Digital Analytics
  • Initial setup for one business process

Click below to see the great savings you'd receive by getting started with IBM Tealeaf this year. This offering provides significant discounts on the IBM Tealeaf software, for existing IBM Digital Analytics customers, and includes everything you need to get started enabling you to get an immediate payback on your investment!2

Jumpstart Your IBM Digital Analytics Solution with IBM Tealeaf

To learn more about Tealeaf software, click on the "What is IBM Tealeaf" button below.

To contact us directly, please send an email to slperry@pereion.com.

 

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1 Total Economic Impact: Building a ROI for Qualified Prospects to quantify the Tealeaf Value Proposition, IBM Corporation, 2012.
2Only existing IBM Digital Analytics customers are eligible for this offering and must be pre-approved by Pereion Solutions and IBM. Pereion reserves the unconditional right to determine customer eligibility.

Topics: Pereion Solutions, Marketing Analytics, Customer Experience Management, Tealeaf Software, IBM Tealeaf, Tealeaf competitors, tealeaf web analytics, Tealeaf best practices, Marketing Technology, tealeaf analytics, IBM ExperienceOne, IBM Tealeaf Partner, Tealeaf technology, Tealeaf IBM, IBM Enterprise Marketing Management, Digital Marketing Optimization, IBM Digital Analytics

About this blog

This blog provides insight and tips on Customer Experience Analytics, especially in the usage of Watson Customer Experience Analytics (WCXA) and Tealeaf software to optimize web and mobile experience.

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