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What Can You Expect from the New Sitecore Certification Exam 9?

Can I use my notes? Is it drastically different from previous exams? Am I the only one freaking out? These are all questions I found myself asking when preparing to take the new Sitecore Certification Exam 9. After recently completing the exam, however, I can tell you the answer to all the previous questions is […]

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Help! I Need a New Web Content Management System

So, it’s probably been at least five years since you last implemented a web content management system (WCMS). More than likely, it’s been more than eight years. The old system is increasingly out-dated, slow, hard to use, and the people who picked it are long gone. Does this sound familiar? This is a common situation with anyone […]

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How Banks Respond to COVID-19 Will Test Their CX

We are living in unprecedented times. This is the first time in my life I see people’s daily lives and habits change on such a large scale, and in many cases, not by choice. Lots of things are changing because of the coronavirus (i.e., COVID-19). Schools are closing, concerts and sporting events have been canceled, […]

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Getting to What Matters Most with Now/New/Next

The last best experience. It may seem unfair or counterintuitive to compare your organization’s customer experience to others outside your industry, but your customers are doing it every time they interact with you. They are holding you accountable to your promises but they are also passing judgment against the expectations set from experiences they have […]

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Realizing the Digital Transformation Vision in Financial Services

My last post highlighted digital transformation and means to establish it. In the final post of this series, I analyze the call-to-action in implementing that vision The roadmap to achieve the targeted customer experience (CX) will differ for each firm, given its current state, infrastructure, organization, and priorities. One common element, however, will be its […]

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The Digital Transformation Vision in Financial Services

In my last post, I discussed the aspects of exemplary customer experience. In this post, I will highlight digital transformation and how to establish it. The first step in a digital transformation is the creation of a cohesive vision for customer experience. This cross-disciplinary plan should describe the view of the company from the customer’s […]

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Exporting Insite Commerce Data without Admin Assistance

Often times, clients want to empower their customers to export their eCommerce transactions, such as order history, approval lists, and saved orders, and other data, like wish lists and cart lists, by themselves without admin involvement. These features removed dependency on Insite admins, subsequently improving the user experience, efficiency, and overall satisfaction for Insite users. […]

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The Customer Experience in Financial Services

Previously, I discussed why financial services firms should focus on digital transformation. This blog will analyze the aspects of the customer experience. The customer experience (CX) is not the same as customer service. Customer service is just one aspect of CX. It refers to the component that provides direct interaction with the customer in the […]

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B2B Supply Chain Imperative: Forrester + Perficient’s Perspective

Modern B2B customers have come to expect the same level of service, transparency, and customer service that they receive as consumers in their personal lives. But delivering that kind of experience requires a comprehensive approach to supply chain management, from technology investments to extensive data management integration. Perficient Digital’s order management experts, Pawan Gupta and […]

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Why Financial Services Firms Must Focus on Digital Transformation

Digital transformation can be confusing. If a company has all its books and records maintained by computers, isn’t it already digital? If it has a functional web presence and even conducts business transactions via an integrated B2B or B2C portal, doesn’t that qualify as digital? While these scenarios do, in fact, involve the digitization of […]

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Customer Satisfaction in Financial Services with AI-Powered Search

Providing the ultimate customer satisfaction is the cornerstone of digital transformation. When a customer or potential customer searches your site, providing personalized content is a large factor in the quality of their engagement. In fact, it can make or break the customer experience – and your business. Forcing customers to wade through results and links […]

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Providing a Unified Customer Experience with Cloud

The following is the eleventh blog in a series about why businesses are moving to the cloud to modernize and improve business performance. Throughout this series, we have discussed the many benefits of cloud, including increased velocity for innovation, enhanced security, and the opportunity for ROI. In the next few blogs, we’re going to examine […]

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Cloud vs On-Premises Chatbot Implementation – Financial Services

My last post highlighted the benefits of implementing these bots to enhance customer experience. This post explores chatbot implementation on the cloud and on-premises. A number of chatbots are designed to operate expressly in a cloud environment. There are leading-edge products that can still be installed on-premises. If an organization’s operating platforms are in-house, having […]

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A Christmas Carol of a Terrible Customer Experience

As we approach the holidays, I’m reminded of Charles Dickens’ A Christmas Carol, and how Ebenezer Scrooge came to see the light after three ghosts showed him the impact his actions had on himself and those around him, and how he could save his soul and improve the lives of others if he changed his […]

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Recapping Amazon Web Services re:Invent 2019

This week, technology leaders from our Customer Care practice attended Amazon’s annual re:Invent conference in Las Vegas. This conference always promises powerful developments and 2019 certainly did not disappoint. AWS announced several plans to release new tools and implement upgrades to existing products to inspire innovation and transform customer experience in 2020. Liz Stuart, Alliances […]

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How to Wire up Autocomplete in Sitecore

Popular search engines make use of autocomplete. It helps predict what users are looking for. If a user is unsure of what they are trying to find, autocomplete can help users find exactly what they are trying to find. This blog post will show you how to provide this predictive feature for your search box […]

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What is Coming to Sitecore 9.3 and Beyond

What a fantastic week! Sitecore Symposium was this week. There were a lot of announcements about what is coming to Sitecore in the near future. Sitecore 9.3’s release is imminent. This blog post is about what has me the most excited for this release and beyond. There are three major Sitecore development approaches with Sitecore […]

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Top 5 Digital Health Trends for Providers [Video]

Provider organizations are increasingly looking to digital solutions to provide a superior patient experience. Our digital health trends guide looks at five key, interrelated digital health trends impacting healthcare providers. Understanding these trends will help you navigate technology investments and transform data into powerful knowledge that can both enhance the patient experience and position your […]

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Developing a Strategic Vision in Life Sciences

Previously I discussed how life sciences companies can establish better relationships with patients. This blog analyses developing a strategic plan and how to get started. When it comes to managing these relationships, the bottom line is that there are some dramatic shifts taking place in healthcare, and life sciences companies need to understand, harness, and […]

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5 Ways to Drive Customer Centricity: Advice for the CIO

Who do you consult when Outlook isn’t working? What about when issues arise with your messaging platforms? Or, worse yet – when your customer experience platforms aren’t working properly? You likely answered “IT” when thinking about these situations. For years, businesses have charged IT with providing stability, consistency, and reliability. However, keeping the lights on […]

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