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

Register Now for Watson CXA, IBM Tealeaf and DA Webinars

Posted by Kristin Bonazoli

Fri, Mar 29, 2019 @ 08:03 AM

As an IBM Gold Business Partner specializing in Watson Marketing, Pereion Solutions strives to keep our clients informed of the latest releases and educational content available for  IBM Tealeaf Customer Experience on Cloud (Tealeaf CX on Cloud), Watson Customer Experience Analytics (Watson CXA) and IBM Digital Analytics (IBM DA). One resource offered by IBM Watson Marketing, that is worth mentioning and is free to all Tealeaf CX on Cloud, Watson CXA and IBM DA users, is a series of product overview webinars that will provide an introduction into the reporting features available for each CX analytic platform. Below you will find the dates and times available in which you can register for these informative webinars.

Tealeaf CX on Cloud Webinars

The webinars offered for Tealeaf CX on Cloud will cover session search, struggle analytics and the snapshot gallery; event manager components; event tester and alert options; and report types available within the analytics section. To register, please click the date and time below that works best for you:


Watson CXA Webinars

The Watson CXA product overview webinars will discuss activity within the overview, web and mobile app dashboards; key stages within Mindset reporting; journey reporting across multiple channels; and flexible reporting.  If you would like to register, please click that date and time below that suits your schedule:


IBM Digital Analytics Webinars

Topics included in the IBM DA webinars will review interface layout, workspaces, standard reporting and ad-hoc reporting. If you wish to sign up, please click one of the dates and times below that works for you:


Additional resources for Tealeaf CX on Cloud and Watson CXA

Need additional resources or help leveraging Tealeaf and Watson CXA?  Pereion Solutions can assist in making sure you are fully utilizing the tools and getting the most value from Tealeaf on Cloud and Watson CXA. First, check out the important use case videos Pereion Solutions has developed that you can use to improve digital intelligence and put customer insights to work. Click the tile below to be directed Pereion's Customer Use Case Video page

Watson CXA/Tealeaf Use Case Videos 1

Also available is our ebook, “Watson, Can You Help Improve Digital Customer Experience?,” that complements the use case videos and includes formulas for success that provide a step by step process for getting started with effective digital analysis and optimized customer experiences. Gain the insights you need to enhance customer journeys, boost conversions and maximize lifetime customer value by clicking the tile below to download the eBook:

Watson, Can you help improve digital experience ebook

Still need help or have questions on how to effectively leverage Tealeaf CX on Cloud or Watson CXA? 
Click here, to schedule a complimentary consultation with Pereion Solutions.   We can help you in your efforts to optimize and deliver exceptional digital customer experiences through our vast expertise in customer analytics.

 

Topics: Pereion Solutions, IBM Tealeaf, Coremetrics, IBM Tealeaf Partner, Tealeaf technology, Tealeaf IBM, Tealeaf partner, IBM Digital Analytics, IBM Customer Experience Analytics, Customer Experience, Watson Customer Experience Analytics, IBM Watson Customer Experience Analytics, Watson CXA, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Tealeaf CX on Cloud, Watson Marketing, IBM Tealeaf Customer Experience (CX) On Cloud, IBM Digital Analytics (DA), IBM DA, Watson CXA Use Cases, wcxa, tealeaf cx on cloud use cases, Tealeaf

Exclusive Tealeaf CX to Cloud Migration Offer from Pereion Solutions

Posted by Kristin Bonazoli

Tue, Mar 26, 2019 @ 10:03 AM

Delivering optimal customer experiences across all digital channels while striving to reduce costs and maximize returns is a top priority for most online businesses.  For legacy IBM Tealeaf CX on-premise customers, you already recognize the value of understanding customer behavior to assist in enhancing overall digital experiences.  Although this on-premise solution offers robust analytics capabilities that help to enrich customer experiences, it also requires a considerable investment in hardware, software and resources to manage and maintain.  That said, now is an ideal time to consider making the move to IBM Tealeaf Customer Experience (CX) on Cloud to achieve even more advanced analytic functionality in addition to a significant cost savings and an increased return on investment (ROI).

Benefits of moving to Tealeaf CX on Cloud

Tealeaf CX on Cloud combines AI-powered capabilities with the strength and robustness found in the legacy Tealeaf CX on-premise platform plus substantially reduces the complexity and ability to maintain, resulting in significant advantages for your business. Here are some notable reasons to make the move:

  • AI powered functionality offers enhanced visibility into the customer experience allowing you to quickly identify struggle, uncover opportunities and boost conversions
  • Significantly reduces IT capital expenses and eliminates the need for further investment in hardware   and software
  • Minimized dependency on internal IT resources to set-up, install and maintain
  • Easy deployment - quickly implement customizable SDKs to capture data and start getting value in a matter of days
  • Achieve the customer experience benefits of a full function on-premise Tealeaf platform
  • Receive monthly releases that add new enhancements and features with no incremental cost
  • A modern user interface that provides easy navigation and enhanced views into your customer data
  • Realized savings in time and money and an overall enhanced return on investment (ROI)

Now that you have learned about the benefits, are you ready to make the move to Tealeaf CX on Cloud? We want to make it really easy for you to take the next step.

Free Tealeaf CX on Cloud Implementation Offer

Valid through June 30, 2019, this offers includes:

  • Free Tealeaf SDK/UIC implementation services for IBM Tealeaf CX on Premise clients that transition to IBM Tealeaf CX on Cloud through Pereion Solutions by June 30, 2019
  • Customized, configured and tested SDK UIC
  • Incremental analytic capabilities of Tealeaf CX on Cloud
  • Recognized return on investment (ROI)

Click here to get started on your Tealeaf CX on Cloud implementation and take in all the advantages of making the move.

 

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Shubert Ticketing - Tealeaf CX on Cloud Customer Success Story

Shubert Ticketing, a leading international provider of ticketing services, abandoned the cost and complexity of managing and maintaining IBM's Tealeaf CX on Premise solution by successfully transitioning to IBM Tealeaf CX on Cloud.  Click here to read more about how Shubert Ticketing, along with the expert assistance of Pereion, effectively leveraged Tealeaf CX on Cloud to reduce customer struggle, optimize digital experiences and maximize ROI.  

Read the Shubert TIcketing CXA Case Study

 

Topics: Pereion Solutions, IBM Tealeaf, tealeaf web analytics, Tealeaf cloud, tealeaf analytics, IBM Tealeaf Partner, Tealeaf technology, Tealeaf IBM, Tealeaf partner, Tealeaf SaaS, IBM Customer Experience Analytics, customer experience analytics, Customer Experience, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Tealeaf CX on Cloud, IBM Tealeaf Customer Experience (CX) On Cloud, Tealeaf on Premise to Cloud Migration, Tealeaf

Transition to Tealeaf on Cloud and Realize the Benefits

Posted by Steven Perry

Wed, Nov 14, 2018 @ 08:11 AM

Many online businesses aim to optimize and deliver seamless and exceptional cross-channel customer experiences while reducing costs and maximizing return on investment (ROI). Businesses that currently utilize IBM’s Tealeaf CX on premise platform recognize the benefits of understanding customer behavior in helping to uncover areas of struggle to enhance digital experiences. Although this on-premise behavior analytics solution offers robust analytic capabilities, it also requires a significant investment in hardware, software and resources to manage and maintain. Tealeaf on Cloud was introduced as demand for ease of use, flexibility and cost efficiency increased for a cloud-based offering.

Tealeaf on Cloud combines AI-powered functionality with the strength and robustness found in the legacy Tealeaf CX on-premise platform. Tealeaf on Cloud offers added advanced analytic features and significantly reduces the complexity and ability to maintain which translates into substantial advantages for your business.

Many Tealeaf CX on Premise clients have transitioned over to Tealeaf on Cloud and have realized the many benefits. Let’s take a closer look at some functional and financial reasons to make the move.

Greater Visibility in the Customer Experience

By leveraging the advanced analytic capabilities found in AI-powered Tealeaf on Cloud you achieve an enhanced view into your customers’ experiences. Some of Tealeaf on Cloud’s innovative analytic capabilities, that cannot be achieved through the on-premise version of Tealeaf, include:

  • Struggle Analytics help you recognize areas of struggle, such as repetitive patterns or step counts, allowing you in drill deeper with session analysis to determine the root cause of friction.
  • Geospatial Analytics assist in identifying and understanding where geographically customers are engaging or struggling with your business.
  • Anomaly Detection, a new feature in Tealeaf on Cloud, detects unusual patterns in customer behavior data.

 

With greater visibility into the customer experience, you are well equipped to minimize struggle, uncover areas of opportunity and ensure that your customers progress across all their journeys with consistent and optimized experiences.

Click below to view the Tealeaf on Cloud Customer Use Case Videos.

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Additional Features Deliver Improved Efficiency

Along with advanced analytic features, Tealeaf on Cloud allows you to achieve all the customer experience benefits of a full function on-premise Tealeaf deployment but with greater simplicity and efficiency through technical enhancements. First, a modern user interface offers easy navigation and enhanced views into customer data. Also, with easy deployment of Tealeaf on Cloud, you can quickly implement SDKs to capture data and start getting value in a matter of days. Finally, Tealeaf on Cloud provides you with several added benefits that help you make sense of all the customer data you are capturing to deliver the best possible customer experience.

Recognize a in Savings Time and Money

By implementing AI-powered Tealeaf on Cloud, you recognize a considerable savings in time and money and a maximized return on investment (ROI) for your business. With Tealeaf on Cloud you can:

  • Drastically reduce your IT capital expenses and eliminate the need for further investment in hardware or software – including expensive software upgrades for supporting servers.
  • Receive monthly releases that add new enhancements and functionality to Tealeaf on Cloud with no incremental costs.
  • Minimize the dependency on internal IT resources to setup, install and maintain.
  • Simplify licensing as there are no user charges and no separate charges for additional modules like Overstat and Mobile.

 

With the incremental revenue recognized from optimized experiences and increased conversions, Tealeaf on Cloud maximizes your ROI and expands your ability to focus your time and resources on boosting your business.

Ready to Migrate to Tealeaf on Cloud and Realize the Benefits?

Do you what to learn more about the additional advanced analytic capabilities and the substantial cost saving your business will realize by making the move to Tealeaf on Cloud? Click the button below to request a complimentary Tealeaf on Cloud Migration Assessment.

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Shubert Ticketings’ Successful Transition from Tealeaf CX on Premise to Tealeaf on Cloud

Read how Shubert Ticketing, a leading international provider of ticketing services, successfully made the move from Tealeaf CX on Premise to Tealeaf on Cloud.Together with the expert assistance from Pereion Solutions, Shubert Ticketing was able to optimize their customers’ digital experiences which resulted in exceptional customer experiences. To access the IBM Tealeaf on Cloud case study for Shubert Ticketing, please click the tile below. 

Read the Shubert TIcketing CXA Case Study

Topics: Pereion Solutions, Tealeaf Software, IBM Tealeaf, tealeaf web analytics, Tealeaf cloud, tealeaf analytics, Tealeaf technology, Tealeaf IBM, Tealeaf partner, Pereion, SAAS, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Tealeaf CX on Cloud, IBM Tealeaf Customer Experience (CX) On Cloud, Behavior Data, Behavior Analytics, Tealeaf on Premise to Cloud Migration

Learn what’s new in Q3 with Watson Customer Experience Analytics, IBM Tealeaf on Cloud and IBM Digital Analytics

Posted by Steven Perry

Tue, Oct 16, 2018 @ 08:10 AM

Many new features and improvements were introduced in Q3 for Watson Experience Analytics (CXA), IBM Tealeaf Customer Experience (CX) on Cloud and IBM Digital Analytics (DA).

 Watson Customer Experience Analytics enhancements expand navigation and user management:

  • Enhancements to navigation allow users to pin favorite pages and easily move between all Watson Customer Engagement tools.
  • User management updates make it easy to add Digital Analytics users and assign a role as well as grant Admin privileges to a specific user.
  • The Digital Analytics client ID that provides flexible report data is now visible.
  • You can now replace top path reports with a customized report on the Overview dashboard and in the left navigation. Contact IBM Support for assistance.

 IBM Tealeaf on Cloud introduces many new features that enhance usability:

  • Anomaly Detection is new feature that has been added that detects anomalies in data.  Users now can indicate report metrics to be monitored.
  • The Simple Event Capture UI has been enhanced with the addition of a Match any content toggle. 
  • For Tealeaf on Cloud customers who provision the organization on their own, time zone input is now required. This addresses time zone information conflicts that periodically occur. 
  • Newly added to the Asset Manager is an option to view Native Templates. Use this feature to view existing templates and to incorporate custom templates for use with native replay. 
  • Bot Detected, an out-of-the-box session attribute, has been added to the Event Manager. Now you can easily identify session searches that are from bots with Bot Detected. 
  • Other usability enhancements added to Tealeaf on Cloud include:
    • A new section, Admin Workspaces, provides a new workspace for administrators and a central location for tracking Anomaly detection metrics. This section is visible to only Sysadmin, OrgAdmin and SupportUser roles.
    • The ability to select and add multiple widgets at once to your workspace.
    • Create new hit attribute and Create new step attribute buttons have been incorporated into the process of creating Events. Now you no longer need to abandon the Event you are creating when you want to add a Hit or Step attribute.
    • Select Multiple has been added to the Event Manager allowing you to simultaneously add multiple conditions to an Event.
    • The MMI Report has been enhanced to include MMI data from export sessions.
    • Improved validation for Replay Rules
    • Replay has been set as the default view for Consolidated session replay.
    • Improvements to the Replay user interface permit users to resize the left navigation panel.
    • Session list has been enhanced to allow users to adjust column width for an improved view of the Session list table.
    • An alphabetized applications list can now be found in the Applications table. This makes it easier for users to quickly find an application.
    • A numeric indicator has been added to the blue flag in the navigation pane of Session replay. Making it helpful to identify the exact number of steps for a screen that matches the search criteria.
    • Snapshot Gallery sort order is in a persisted state when accessing over multiple sessions.

 

Looking to improve digital intelligence and create actionable customer insights?  Click the tile below to view Pereion Solutions' IBM Watson Customer Experience Analytics and Tealeaf on Cloud Customer Use Case videos. 

 

Watson CXA/Tealeaf Use Case Videos 1

 

IBM Digital Analytics (DA) updates provide improved capabilities and management of personal data:

  • The ability to login to IBM Digital Analytics with an IBMid. Now when a user logs in to DA for the first time, using an IBMid, the user is prompted to link the IBMid with a DA client ID.
  • Support for recurring email delivery of workspaces. In prior releases, you could email a workspace only one time. Now with this added feature, workspace emails can be scheduled daily, weekly or monthly using the Schedule Email drop down.
  • Newly released, is an alert feature that displays a 5-minute countdown. You can now indicate if you wish to stay logged in or just simply log out.
  • In earlier releases, DA did not allow you to email workspaces that contained personal data. Now, reports with personal data are excluded from workspaces that you email.
  • A notification feature is displayed at the top of the DA screen when ad hoc reports are finished processing. In addition, a Report status menu has been added to the DA header. Allowing you to track the status of active ad hoc reports as they are running (Running reports) or if they have finish processing (Completed reports).
  • The Standard report tooltip shows more detailed information like report type, report frequency and if the report contains personal data. Additionally, you can now share views of Standard reports with others and set start dates for segments in Standard reports to 800 days in the past.
  • Now only users with PII access are able to select dimensions that contain personal data. All users without PII access are restricted.
  • Marketing Channel and Marketing Program reports are replaced by the beta reports. Now you can create custom channels in DA and those channels will be included in your Standard reports.
  • Export data straight from the Digital Analytics UI. Using Export, you can select 3 types of data to export: Activity Record Feed, Customer Record Feed and Search Data Feed

Top 10 use cases to improve on digital intelligence using Watson CXA

Using Watson CXA, Pereion Solutions can help you identify your customers' paths, understand your customers' struggles and experiences, and then optimize your site and maximize business opportunities. 

In our eBook, Watson, Can You Help Improve Digital Customer Experience?,” we complied a list of the top 10 use cases you can implement to improve your digital intelligence and put customer insights to work with IBM Watson CXA.  Also included, are links to specific formulas that provide a step by step process for getting started with effective digital analysis and optimized customer experiences.  Click below to download our eBook.

Watson, Can you help improve digital experience ebook


 

 

Topics: Pereion Solutions, tealeaf web analytics, Coremetrics, Tealeaf IBM, Tealeaf SaaS, IBM Watson Customer Experience Analytics, Watson CXA, IBM Tealeaf on Cloud, Tealeaf Customer Experience on Cloud, Tealeaf CX on Cloud, IBM Tealeaf Customer Experience (CX) On Cloud, IBM Digital Analytics (DA), IBM DA

Five Compelling Insurance Use Cases for Tealeaf Analytics

Posted by Steven Perry

Mon, Feb 9, 2015 @ 15:02 PM

 

Tealeaf software provides a unique combination of customer analytics and customer experience management capabilities and it is widely used today by a number of insurance companies. What are some of the key features and benefits of Tealeaf technology that make it attractive to insurance companies? Let start with an overview of the capabilities of IBM Tealeaf:

  • Provides visibility into actual customer experience for both web and mobile
  • Allows quick diagnosis & resolution of site obstacles
  • The ability to quantify business impact of specific issues
  • Real time customer analytics with enhanced segmentation
  • Track and analyze online business processes
  • Integration with CRM systems to enhance call center operations
  • Retain online interactions to assist in fraud detection and customer disputes

Tealeaf software

These capabilities create multiple use cases for insurance companies to improve the online experience for their customers and agents.  Let's look at five specific use cases and the potential value that can be realized:

1) Increase online policy conversion rates

Optimize user experience by identifying why customers and/or agents struggle and abandon the process.  Supplement the struggle abandonment analytics with heat map analysis to have a more complete view of usability. 

2) Prioritize web and process related IT issues

Utilize segmentation and replay to develop a common cross organizational view of site issues. Develop business impact assessments to help prioritize IT related projects. 

3) Provide call center reps with tools to see customer online experience

Eliminate the need for call center representatives to try and recreate customer online problems, by giving them tools to visualize web and mobile experience. Improve customer satisfaction by quickly resolving and web site related issues.

4) Retain documentation of online transactions

Preserve a complete permanent record of customer online transactions and retain them in a document management system. This can be used for audit and compliance purposes, customer disputes, or fraud investigation.

5) Optimize user experience for mobile web

Gain complete mobile visibility, including touch screen interactions.  Quickly find and isolate problems with mobile sessions. Maintain single approach to customer experience management across mobile and web.

Case Studies

Here are a couple case studies of insurance companies that are using IBM Tealeaf and the value they are realizing. Just click on the names below and you will link to the case study. 

Best Practices Whitepaper

IBM developed a whitepaper on Customer Experience Managment best practices for Insurance based on utilizing Tealeaf software to optimize the customer experience.  By clicking on the image below you can recieve a copy of the best practices whitepaper. 

IBM Whitepaper: CEM Best Practices for Insurance

If you would like to learn more about Customer Experience Management with IBM Tealeaf, please click here

 

Topics: Customer Experience Management, Tealeaf Software, tealeaf analytics, IBM ExperienceOne, Tealeaf technology, Tealeaf IBM, Tealeaf partner

Customer Engagement Solution Integrated with Tealeaf Software

Posted by Steven Perry

Mon, Jan 19, 2015 @ 09:01 AM

 

By integrating Exchange Solution's Customer Engagement Platform with IBM Tealeaf's Customer Experience Management technology you can leverage the detailed customer analytic data you recieve from Tealeaf software to optimize profitability through intelligent customer engagement. Customer Experience Management and Customer Engagement need to work as one.  The combination of the two provides marketers with customer data that provides both insights to improve the customer experience and the ability to engage customers with customized incentives to drive more profitable customer behavior. 

Exchange Solution Customer Engagement

 

 

 

 

 

Here Is How It Works

The data captured by Tealeaf can simultaneously be fed into the Exchange Solutions platform, with no additional investements in software or technology resoureces, to allow for identification of customer "behavior" gaps on a customer by customer basis. Behavior gaps are defined as valuable behaviors that customers are not performing. Companies can then target these behavior gaps with messaging offering individualized incentives in order to close those gaps.  Intelligent rules ensure that the offers are economically rationale, guaranteeing a positive ROI. 

Benefits of Integrated Solution

  • Discover previously unknown website or mobile experience problems, so you can improve success rates and increase online revenues
  • Drive increased profitability using individualized, data driven incentives to target new customer behaviors
  • Exchange Solutions performance based pricing model ensures a return on your marketing investment

IBM Webinar with Forrester Research

Title: Maximizing Your Profits with Integrated Customer Experience & Customer Engagement

Date: January 27th, 2015

Time: 1-2pm ET

Speakers:

  • Emily Collins, Customer Insights Analyst at Forrester Research
  • Robert Jewell, Chief Revenue Officer at Exchange Solutions
  • Dennis Coates, IBM Tealeaf
IBM Webinar Registration on Customer Engagement with Forrester Research

Pereion Solutions is working with Exchange Solutions to be able to provide clients a simple integrated implementation of IBM Tealeaf with the Exchange Solutions platform.  This allows clients to take advantage of the benefits of both offerings through a single implementation with an integrated pricing model; enabling them to focus on increasing conversion rates, retention rates, and revenue per customer; rather than focusing on implementing hardware and software infrastructure. To learn more about this integrated offering by Pereion Solutions and Exchange Solutions, just click on the image below.

Exchange Solutions Tealeaf Pereion


Topics: Customer Experience Management, Tealeaf Software, IBM Tealeaf, tealeaf analytics, IBM ExperienceOne, IBM Tealeaf Partner, Tealeaf technology, Tealeaf IBM, Exchange Solutions

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

About this blog

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

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 Read the Shubert TIcketing CXA Case Study

 

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