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        Keith Dawson's Analyst Perspectives

        Software providers have identified “openness” as a key consideration for contact center buyers. Since there is no generally accepted rule about what makes a system open, it makes sense for us to examine what components contribute to that quality, and why it should be thought of as a good thing.

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        Topics: Customer Experience, Contact Center, Generative AI

        Verint is operating in quite a different marketplace for contact center and agent management technology than existed five years ago. We have seen tremendous innovation and expansion of the available technologies for running centers and optimizing the performance of the human labor pool, as well as an explosion of tools built to automate customer interactions.

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        Topics: Customer Experience, Contact Center, agent management, Customer Experience Management

        With a flood of artificial intelligence-related tools now available for contact center buyers, it can be helpful to take a step back and review where buyers can expect a quick return on investment and maximum improvement in efficiency and productivity. For now, it appears that there are three broad buckets into which contact center-focused AI applications are clustered. They all relate to agent behavior and activity, including:

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        Topics: Customer Experience, Voice of the Customer, Contact Center

        Sprinklr’s analyst day in September was an opportunity for the company to dive deeply into its progress in pivoting its product offerings to align with a broader perception of the market for contact centers and adjacent customer-related applications.

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        Topics: Customer Experience, Contact Center, agent management, Customer Experience Management

        It is unfortunate that business-focused digital communications are sold under three different headings: Contact Center as a Service (CCaaS), Unified Communication as a Service (UCaaS) and Communication Platform as a Service (CPaaS). (And that just counts the cloud options—let us acknowledge the huge, continuing, installed base on premises.) These are terrible ways to describe complex, varied and overlapping offerings. What distinguishes them are:

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        Topics: Customer Engagement, Customer Experience, Contact Center, Customer Experience Management, Digital Communications, CCaaS, Intelligent Self-Service, CPaaS, UCaaS, CXM

        Self-service has changed immensely in recent years. It has gotten better, qualitatively, in delivering answers and resolutions to customers. But it has also gotten extremely complex, relying on a basket of new technologies to achieve results. It helps to look at it through the eyes of the three main constituencies that are affected by it: customers, contact centers and the businesses they sit in.

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        Topics: Customer Experience, Contact Center, Customer Experience Management, Intelligent Self-Service

        Verint held its analyst conference recently, using the opportunity to flesh out how it is responding to the rapid developments in artificial intelligence (AI) and data-related technologies and to changes in the way enterprises consider the purchasing process for contact center-related tools. 

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        Topics: Customer Experience, Contact Center, Customer Experience Management, Intelligent Self-Service

        Field service operations are not often discussed as part of enterprise customer experience planning, but there is a strong argument that they should be seen as an important factor driving how customers perceive brands. Like contact centers, field service teams are dealing with the advance of startling new technologies that can be expensive and disruptive. The flip side of disruption, though, is that it presents interesting opportunities for improving customer-related outcomes.

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        Topics: Customer Experience, Contact Center, Customer Experience Management

        The next phase of buying for contact centers and adjoining service/customer experience (CX) teams is going to be heavily influenced by how vendors develop tightly integrated ecosystems and define use cases and benefits across enterprise personas. There are more people involved in the work of delivering customer service, and a broader technology landscape from which buyers can choose their software applications. Platforms now function well beyond the communications needs of the contact center,...

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        Topics: Customer Experience, Contact Center, agent management, Customer Experience Management

        Contact centers have collected customer feedback almost as long as there have been telephones. The simple binary question "Did I provide you with good service today," or some variation is a common feature of agent scripts that contact center leadership uses to produce snap assessments of agent performance. Today’s analytic approaches are becoming more common, producing more insightful and nuanced pictures of what customers want, raising the question of whether enterprises understand how best to...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, Customer Feedback

        The first wave of discussions around artificial intelligence (AI) in the contact center was focused on providing software buyers with a general understanding of what the technology could do. Now the conversations are becoming more specific, focused and direct. Buyers are more aware of the spectrum of available use cases and appear to be exploring how to map new tools to the particular business problems they face. Contact center buyers are approaching new technology deployments (or enhancements...

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        Topics: Customer Experience, Contact Center, AI, natural language processing, agent management, Intelligent Self-Service, Generative AI, Computer Vision

        We are going through an analytics revolution in and around contact centers. There is more data to analyze and better tools to conduct the analysis. One important advancement is assessing customer sentiment and using it to predict (and influence) behavior. Enterprises are using customer experience programs to identify and act upon hidden "moments of leverage" where customers may be inclined or primed to make a purchase. To do that effectively, enterprises need insight into how the customer...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, Customer Experience Management, Intelligent Self-Service

        Ventana Research recently announced its 2024 Market Agenda in the expertise area of Marketing, continuing the guidance we have offered for nearly two decades to help enterprises derive optimal value from business technology and improve outcomes. 

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        Topics: Marketing, Marketing Performance Management, Digital Marketing, intelligent marketing, product experience management, Digital Experience Platform, Customer Data Platforms

        The speed of innovation and transformation has picked up considerably in the 2020s, thanks to the confluence of artificial intelligence (AI), cloud computing and the pandemic. Modern consumers have wildly different expectations than their predecessors when it comes to service delivery, whether that means a preference for digital channels and self-service or a willingness to do their own troubleshooting and research. As a result, buying an operating platform for a contact center is not a simple...

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        Topics: Customer Experience, Contact Center, agent management, Intelligent Self-Service

        Ventana Research recently announced its Market Agenda in the expertise area of Customer Experience. CX has emerged as a way for enterprises to demonstrate value and stand out in the marketplace. The technology underlying modern CX is transitioning from tools that are based on communication to those centered on data analysis and process automation. No technology has had as dramatic impact as quickly as Generative AI, which has upended the industry. It allows enterprises to build great...

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        Topics: Customer Experience, Voice of the Customer, Self-service, Analytics, Contact Center, agent management, Customer Experience Management, Field Service, AI and Machine Learning

        Every contact center agent represents an incredible investment in time and money even before that person starts working with customers. The costs associated with the labor force — and the need to continually replace agents who leave — have long forced managers to use technology to optimize performance and processes. Much of the technology that was developed decades ago is still relevant and in use for quality management and workforce efficiency. Advances in related areas like artificial...

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        Topics: Customer Experience, Contact Center, agent management

        The pandemic laid bare the tenuous relationship between many contact centers and their agents. The abrupt shift to remote work was just one component of the changes still under way. The past four years have also seen enterprises reckoning with questions about how to hire, what to pay their employees, what skills are needed and how an avalanche of new technology will change their operations. 

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        Topics: Customer Experience, Contact Center, Knowledge Management, agent management, Intelligent Self-Service, GenAI, Generative AI

        It often takes longer to adopt new technology in the customer service delivery environment than in other business areas. In fact, service operations are among the most efficient and well-organized processes (despite what consumers might think). Because both the processes and the technology that drive them are deeply engrained in many companies, many people resist large-scale transformation projects because of their disruption and the uncertainty of outcomes. 

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        Topics: Customer Experience, Contact Center, agent management, Customer Experience Management, Field Service, Intelligent Self-Service

        Verint’s November analyst conference was an opportunity to flesh out the strategies unveiled earlier in the year on AI deployment and on “Open CCaaS,” a moniker describing how contact centers are provisioned going forward. The company displayed notable progress, particularly in rolling out AI bots for numerous real-world applications. 

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        Topics: Customer Experience, Voice of the Customer, Contact Center, bots, agent management, Customer Experience Management, Intelligent Self-Service, Open CCaaS

        For at least five years, it has been clear that innovation in technology for communication and business processes is accelerating. This year, that trend has been especially notable with the explosive emergence of artificial intelligence in the contact center software market. But what tends to get lost in the excitement around innovation is what sits downstream of the development process: the impact of new technology on how buyers organize the processes and the disruption that new technology...

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        Topics: Customer Experience, Voice of the Customer, agent management, Customer Experience Management, Field Service, CCaaS, Intelligent Self-Service, ACD, Telephony

        NICE held its annual Analyst Summit this month in the magnificent high-altitude mountains of Peru, a fantastic environment in which to hear top executives share insights into the changing company and industry. NICE has been very successful in navigating the industry transition from voice-centric interactions to a digital-first posture. Consumer behavior is one of the underlying causes of this shift, forcing many organizations to rethink customer experience strategies.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Intelligent Self-Service

        The environment around customer experience is being disrupted by a series of technical and organizational shifts ranging from artificial intelligence to work-from-home to deep customer analytics. When times change, it’s helpful for people to have a framework to organize their thinking and actions. I believe there are two dominant frameworks used to organize business approaches to customers. One is rooted in the efficiency of the contact center (let’s call it “CC thinking”), and the more...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Intelligent Self-Service

        I am happy to share insights gleaned from our latest Buyers Guide, an assessment of how well vendors’ offerings meet buyers’ requirements. The Ventana Research 2023 Contact Centers Buyers Guide is the distillation of a year of market and product research by Ventana Research. Drawing on our Benchmark Research, we apply a structured methodology built on evaluation categories that reflect the real-world criteria incorporated in a request for proposal to Customer Experience vendors supporting the...

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        Topics: Customer Experience, Contact Center

        The 2023 Ventana Research Buyers Guide for Contact Centers research enables me to provide observations about how the market has advanced. In this modern, digital age of customer experience, the journey of engagement across every channel and device must be orchestrated effectively. Organizations, no matter the industry, have inbound and outbound interactions and rely on contact centers to fulfill operational and revenue objectives. The utilization of cloud computing has enabled a new generation...

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        Topics: Customer Experience, Contact Center

        I am happy to share insights gleaned from our latest Buyers Guide, an assessment of how well vendors’ offerings meet buyers’ requirements. The Ventana Research 2023 Agent Management Buyers Guide is the distillation of a year of market and product research by Ventana Research. Drawing on our Benchmark Research, we apply a structured methodology built on evaluation categories that reflect the real-world criteria incorporated in a request for proposal to Customer Experience vendors supporting the...

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        Topics: Customer Experience, agent management

        The 2023 Ventana Research Buyers Guide for Agent Management research enables me to provide observations about how the market has advanced.

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        Topics: Customer Experience, agent management

        I am happy to share insights gleaned from our latest Buyers Guide, an assessment of how well vendors’ offerings meet buyers’ requirements. The Ventana Research 2023 Contact Center Suites Buyers Guide is the distillation of a year of market and product research by Ventana Research. Drawing on our Benchmark Research, we apply a structured methodology built on evaluation categories that reflect the real-world criteria incorporated in a request for proposal to Customer Experience vendors supporting...

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        Topics: Customer Experience, Contact Center

        The 2023 Ventana Research Buyers Guide for Contact Center Suites research enables me to share some of my observations about how the market has advanced.

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        Topics: Customer Experience, Contact Center

        A lot of conversations around contact centers deal with automation, particularly how to balance the way humans and automated systems work together. Self-service, the front end of the customer interaction, is where practitioners get a first taste of the marvels of increasingly advanced automation. As customer expectations ramped up and labor became more costly during the pandemic, deflecting interactions away from agents took on new urgency. We continue to see impressive advances in automated...

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        Topics: Customer Experience, Self-service, automation, Contact Center, Knowledge Management, agent management, Customer Experience Management, Intelligent Self-Service, Conversational AI

        In a relatively short time, customer data platforms (CDPs) have become default components of the contact center tech stack. This is an important development for contact center practitioners because it reflects the fact that customer data is essential to maintaining productive customer relationships. It also provides an on-ramp for organizations to establish a sensible data strategy if they have not done so already.

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        Topics: Customer Experience, Contact Center, Customer Experience Management

        Verint came to its Engage customer conference in June with the goal of changing the industry’s conversation around Contact Center as a Service (CCaaS). The industry commonly considers CCaaS to be equivalent to cloud-based voice routing, an old and perhaps outdated way of thinking about provisioning contact centers. Verint wants to flip the narrative: voice routing is not special enough anymore to warrant being the core around which buying decisions are made. In Verint’s telling, CCaaS is more...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Intelligent Self-Service

        Since acquiring InContact in 2016, NICE has moved far from its roots in call recording and contact center quality optimization. That acquisition birthed what was effectively a hybrid that married cloud contact center operations (CCaaS) with a focus on advanced customer experience (CX) analytics. NICE held its annual customer event, Interactions 2023, in June in New York, gathering end users to hear the company talk about its work in these areas and its efforts to use new AI technologies for CX.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Intelligent Self-Service

        The underlying idea behind trying to manage customer experiences is that of the journey: that customers follow a path through distinct stages, with different needs and modes of contact at each stage. The default mode for controlling experiences has long been to react to what the customer does and, to a great extent, build an enormous and costly infrastructure around having to wait for customers to decide to engage. Contact centers do a fine job of handling incoming communications, sorting them...

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        Topics: Customer Experience, Contact Center, Customer Experience Management

        Zendesk held its customer conference – Relate – along with a session for industry analysts in May. Zendesk develops software primarily for customer service and support and automating aspects of the sales process through customer relationship management. The conference presented an opportunity for Zendesk to showcase several new technology developments that it hopes will solidify its position in the customer experience marketplace.

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        Topics: Customer Experience, Contact Center, Customer Experience Management, Intelligent Self-Service

        Artificial intelligence (AI) has become ubiquitous in discussions of contact center technology. Vendors are rushing to incorporate it into platforms and applications. And end users have understandably mixed feelings about where it makes sense to use and what its impacts will be. No one should be surprised that AI has arrived, especially for customer support: Software companies have been working on customer experience (CX)- -related AI applications for many years, and the fruits of those efforts...

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        Topics: Customer Experience, Contact Center, agent management, Intelligent Self-Service, AI and Machine Learning

        Organizations are increasingly seeing the strategic benefits of enhanced customer engagement. But many are struggling to understand how to put a broader customer experience strategy into practice amid siloed processes and departments. Particularly in contact centers, new technology has to be melded onto existing platforms in ways that enhance experiences without disrupting operations.

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        Topics: Customer Experience, Contact Center, Customer Experience Management, Field Service

        Contact centers have long collected feedback from customers, usually through short surveys. It is very common for an agent or an automated system to ask for an assessment of the interaction that just occurred, hoping to get the customer's candid, instant view of whether they were satisfied. For the most part, what's learned in those short engagements is very narrow. It can be used for a customer satisfaction snapshot, and it can be used to find out if a particular agent is running into trouble....

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        Topics: Customer Experience, Voice of the Customer, Contact Center, AI, Customer Experience Management, Feedback, Surveys

        Organizations looking to improve the customer experience and contact center operations should closely examine the processes at work in the front-end self-service environment. Technology advancements are converging at this gateway, including artificial intelligence, chatbots and knowledge management. The front end of the customer interaction offers a greater opportunity for customer engagement than most organizations realize.

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        Topics: Customer Experience, Self-service, Contact Center, Knowledge Management, Chatbots, agent management, Intelligent Self-Service, Conversational AI

        Modern business relies on having a clear, continuous understanding of customer perceptions and intentions. That insight is increasingly used to deliver them experiences that they would consider excellent, in turn leading to higher satisfaction and more profitable relationships. Qualtrics, a provider of Experience Management (XM) software, focuses on creating applications that analyze customer interactions and feedback so that different teams across the enterprise can better identify...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management

        At its March 2023 analyst conference, 8x8 described a significant pivot in its focus. Going forward the company will be emphasizing the Contact Center (CCaaS) side of its portfolio, which to this point has represented a small portion of its overall sales. It made several product announcements to bolster the argument that it can effectively meet the needs of complex contact center operations while continuing to provide business users with a UCaaS solution. The overall XCaaS platform is aimed at...

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        Topics: Customer Experience, Contact Center, Customer Experience Management

        Contact centers are very often keen on optimizing their costs through automation. Technology vendors supplying this market have recognized this need, and in the past few years, they have been putting workflow and automation tools front and center in their offerings. This has raised some questions among practitioners about the most effective strategies for implementing automated processes.

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        Topics: Customer Experience, Contact Center, agent management, Intelligent Self-Service

        The Internet of Things describes machines and objects that are enhanced with sensors and communication connections, enabling them to report on their operational status, including outages, faults or threshold conditions that require attention. The technology has gradually made its way into business and consumer systems over the past decade. Today, these connected devices are playing an important role in customer experience processes such as field service.

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        Topics: Customer Experience, Field Service, Intelligent Self-Service

        I am happy to share insights gleaned from our latest Value Index research, an assessment of how well vendors’ offerings meet buyers’ requirements. The 2023 Ventana Research Value Index: Customer Experience Management is the distillation of a year of market and product research by Ventana Research. Drawing on our Benchmark Research, we apply a structured methodology built on evaluation categories derived from RFP responses submitted by customer experience (CX) vendors. These categories reflect...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, Product Information Management, Digital Commerce, Subscription Management, agent management

        Ventana Research recently announced its 2023 Market Agenda in the expertise area of Marketing, continuing the guidance we have offered for nearly two decades to help organizations derive optimal value from business technology and improve outcomes.

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        Topics: Marketing, Product Information Management, Digital Marketing, intelligent marketing, CDP

        Having just completed the 2023 Ventana Research Value Index for Customer Experience Management, I want to share some of my observations about how the market has developed. We found that there are many tools available for various needs related to customer management and communication, ranging from marketing tools to contact center systems to data and analytics applications. It is rare to find all the components fully integrated into a single platform, although that appears to be where the...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, Product Information Management, Digital Commerce, Subscription Management, agent management

        Ventana Research recently announced its Market Agenda in the expertise area of Customer Experience. CX has emerged as a way for organizations to demonstrate value and stand out in the marketplace. The technology underlying modern CX is transitioning from tools that are based on communication to those centered on data analysis and process automation. This allows organizations to build great experiences and reap the benefits in customer loyalty and value. It also forces companies to reckon with...

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        Topics: Customer Experience, Voice of the Customer, CEM, Self-service, Analytics, Contact Center, agent management, Customer Experience Management, Field Service, AI and Machine Learning

        Since 2021, Verint’s message to the customer experience community has focused on the “engagement capacity gap,” a way of describing how the available resources for CX clash with the high level of customer expectations. The argument is that efforts to close that gap require a rethink of how contact centers (and their parent organizations) operate and plan.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Intelligent Self-Service

        The market and buyer landscape for contact center operating services has changed significantly since the onset of the pandemic, now almost three years ago. Three years would have been enough time for some significant shifts, even without the pressure the pandemic put on service operations. Nevertheless, with on-premises systems now taking a backseat industrywide, it’s fair to say that CCaaS, which typically refers to cloud-based systems, now represents the lions’ share of spending and therefore...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Field Service, customer service and support

        For quite a few years now, two trends have put the contact center on a collision course. First, the technology used to handle customer inquiries has been evolving quickly, moving organizations farther and farther away from the traditional mode of primarily answering voice calls. At the same time, consumers have become much more demanding. There’s no doubt that customers are more likely to use quality of service as a gauge for whether they should continue doing business with an organization....

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Field Service, customer service and support

        Traditional key performance indicators used for performance measurement in contact centers are no longer sufficient. These outdated standards don’t reliably inform mid- and upper-level leadership about the true impact of agent work and behavior. Organizations should begin to expand the notion of what’s important in order to make the contact center a stronger organizational institution, more closely tied to others who impact the customer experience. Outside the contact center, people are keen to...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Field Service, customer service and support

        Through 2025, establishing customer experience application suites on a common platform will be the focal point of the drive to optimize customer and organizational engagement. Organizations that are passionate about improving the customer experience are choosing to empower processes and people with intelligence through smarter applications that embrace analytics, artificial intelligence and automation to personalize and optimize the customer journey, whatever the channel of customer choice.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Field Service, customer service and support

        Today’s contact centers need to revisit core assumptions around measuring agent performance. Changes in business conditions influencing agent engagement raise new questions about whether traditional performance models are sufficient to address the more complex customer needs that have taken center stage in recent years.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Field Service, customer service and support

        Outbound communication is used in a number of different contexts. For potential customers, traditional telemarketing still exists, though it is limited these days due to its minimal effectiveness. Instead, many customer-experience planners have substituted digital outbound over voice for lead generation and nurturing campaigns. Customers find text messages in the channel of their choice to be much less intrusive, and they are considerably less expensive than having contact center agents reach...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Field Service, customer service and support

        Zoho presented analysts with a deep look at its strategy and roadmap at its July analyst conference, describing how it intends to meld its many business applications together through integration at the level of the platform. The company, which is privately owned and funded, has generally sought to build its own tools rather than buy or partner. This approach has allowed the firm to create a suite of tightly linked tools that share a common interface.

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        Topics: Customer Experience, Voice of the Customer, Data, Customer Experience Management, customer service and support, Digital Business, AI and Machine Learning

        The contact center industry is reexamining how organizations engage with contact center agents. One thing that we learned from the forced movement to work-from-home was that organizations have to provide agents with appropriate tools to collaborate and communicate with peers and supervisors as well as workers in the back office who participate in all sorts of customer-facing or customer-adjacent processes. It is also important to provide supervisors with visibility into agent activity. That...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Field Service, customer service and support

        Field service is a segment of customer experience that is dominated by two elements: the complexity of the issues handled, and the high cost of providing on-site services. It is recognized as a critical component of the service experience, especially when managing the condition of high-precision equipment in the medical, manufacturing and utility industries. It is also a high-risk moment in the customer life cycle. Consumers often experience the process as a series of disconnected visits and...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Field Service, customer service and support

        At Enterprise Connect in March, Amazon announced new functionality in its cloud contact center platform, Amazon Connect. The company is now including a full Workforce Optimization component, which includes built-in forecasting, capacity planning and scheduling capabilities. It's no surprise that Amazon is adding these capabilities, as WFO has become a core component of a complete CCaaS platform.

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        Topics: Customer Experience, Contact Center

        Contact centers are undergoing a radical reshuffling of the workforce, partly because the pandemic shifted agents to remote work. But the trends were in place to reorganize the world of work long before the pandemic. Digital contact channels, which are gaining in popularity, require workers that are better informed and capable of handling more complex and interdependent interactions and processes. That’s changing the nature of training, management and even process design between departments.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management

        Customer Service and Support (CSS) software is about more than case tracking and trouble tickets. Many organizations view the service call as an opportunity to solidify a positive customer relationship and perhaps enhance the loyalty and value of the customer. That has propelled interest in the emphasis on workflows and automation that now/currently drives CSS, particularly when it comes to managing self-service and field service, and the ability to provide agents with contextually relevant...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, Customer Experience Management, Field Service, customer service and support

        Although the bulk of contact center seats are still served by on-premises equipment, there appears to be a consensus that the cloud is better suited to delivering a successful, omnichannel customer experience, and that most new contact center deployments will be run on cloud-computing platforms.

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        Topics: Contact Center, CCaaS

        Today’s contact center agents find themselves handling increasingly more complex interactions due to changes in consumer demand, advances in self-service and the proliferation of digital contact channels. This added complexity requires continuous agent support for successful customer experience outcomes. Intelligent software can reduce agent workload and improve customer interactions by picking up customer cues.

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        Topics: Contact Center, AI, Customer Experience Management

        The technology underpinning customer experience (CX) is a hodgepodge of tools that have been developed for niche use cases and then expanded to fill broader roles. Examples include the old (CRM, help desk software and speech analytics) and the new (customer data platforms and conversational AI). This is because CX is a set of very specialized processes that happen in different parts of the enterprise, managed by people who often do not connect with peers handling related processes....

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        Topics: Customer Experience, Marketing, Marketing Performance Management, Voice of the Customer, Contact Center, Product Information Management, Digital Marketing, agent management, intelligent marketing, Customer Experience Management, Field Service, Conversational Marketing, Digital Experience Platform, customer service and support

        In a previous Analyst Perspective, we discussed some of the big-picture trends that are bringing cost control back as a core driver of contact center operations. In this report we will tackle some of the practical ramifications: how those trends affect decision-making and operations.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Field Service, customer service and support

        Contact centers have always been very cost-centric and attuned to the kinds of constraints that they have to operate in, but many organizations were diverted from that kind of focus when the pandemic first hit. In 2020, there was a sudden need for new tools and equipment just to keep centers running, and the costs involved in enabling agents to work from home — equipping them and their supervisors with the tools they needed to collaborate and stay in sync — were unavoidable.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Field Service, customer service and support

        A formal Voice of the Customer (VoC) program is a necessity for any organization that wants to grow its customer base and differentiate from its competitors. Unfortunately, many organizations have not updated their notion of “formal” in quite a few years.

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        Topics: Customer Experience, Marketing, Voice of the Customer, Contact Center, Digital Marketing, agent management, Customer Experience Management, Field Service, Conversational Marketing, customer service and support

        Ventana Research recently announced its 2022 Market Agenda in the expertise area of Marketing, continuing the guidance we have offered for nearly two decades to help organizations derive optimal value from business technology and improve outcomes.

        Read More

        Topics: Marketing, Marketing Performance Management, Product Information Management, Digital Marketing, intelligent marketing, Conversational Marketing, Digital Experience Platform

        Ventana Research recently announced its Market Agenda in the expertise area of Customer Experience. For the past several years, many organizations have found it challenging to provide excellent customer experiences in the face of drastic technology changes and the ongoing pandemic. These challenges have highlighted for many decision-makers how strategic CX can be in differentiating from competitors. But it can also be a complex and disjointed effort that requires continuous investment in...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, Field Service, customer service and support

        Ventana Research is sharing insights gleaned from our latest Value Index research, an assessment of how well vendors’ offerings meet buyers’ requirements. The Ventana Research Value Index: Agent Management 2022 is the distillation of a year of market and product research by Ventana Research. Drawing on our Benchmark Research, we apply a structured methodology built on evaluation categories that reflect the real-world criteria incorporated in a request for proposal to customer experience vendors...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, Product Information Management, Digital Commerce

        The 2022 Ventana Research Value Index for agent management software is published, offering interesting observations about how the market is advancing to provide more sophistication to agents and the management of them. The market is now characterized by applications integrated into multifunction suites, a significant change accelerated by the pandemic in the short term and vendor consolidation over a longer period. The core applications — workforce management scheduling, call recording and...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, Product Information Management, Digital Commerce, Subscription Management, agent management

        The contact center is where much of customer experience management happens, but it is by no means the beginning or end of the CX story. Other departments, notably marketing and revenue, have a stake in what happens during the customer’s lifecycle. Whether it’s developing offers, orchestrating interactions or assessing behavior and intent, handling the complexity of the relationship requires a broad set of participants who are not always in alignment.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, Field Service

        Any organization that relies heavily on a large labor force looks to automation to reduce costs, and contact centers are no exception. They handle interactions at such large scale that almost any effort to automate some part of the process can deliver measurable efficiencies. Two factors have ratcheted up attention on automating customer experience workflows: the dramatic expansion of digital interaction channels, and the development of artificial intelligence and machine learning tools to...

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        Topics: Customer Experience, Analytics, Data Integration, Contact Center, Data, agent management, data operations, Customer Experience Management, Field Service, customer service and support, Digital Business, Experience Management, AI and Machine Learning

        When migrating their communications stacks to the cloud, many organizations come face to face with a quandary: do they emphasize the business phone system and gravitate toward a unified communications vendor? Or should they focus on the specific applications needed for running their contact centers and seek out a CCaaS vendor?

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        Topics: Customer Experience, Contact Center, agent management, Customer Experience Management, Field Service, AI and Machine Learning

        When NICE acquired inContact in 2016, it began a transformation that saw it broaden its product offering and positioned itself to play a larger role in the contact center and customer experience industries. It was a prescient move, creating a firm that could supply end-to-end contact center functionality in the cloud. And it anticipated today’s market dynamic, in which NICE and its competitors are racing to define (and capitalize on) the post-contact center future.

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        Topics: Customer Experience, Voice of the Customer, Business Continuity, Analytics, Contact Center, Data, Digital transformation, agent management, Customer Experience Management, Field Service, customer service and support, Digital Business, Experience Management, AI and Machine Learning

        In part one of this Analyst Perspective on the use of artificial intelligence within contact center applications, we focused on the evolution — and resulting benefits — of tools embedded with AI, including ease-of-use for non-data-scientists.

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        Topics: Customer Experience, Voice of the Customer, Analytics, Contact Center, agent management, Field Service, customer service and support, AI and Machine Learning

        When artificial intelligence emerged from the labs and vendors started offering it as a component of their software, many contact-center buyers shied away from it. From their point of view, AI and machine learning tools were new, expensive, relatively untested and had an uncertain use case. This stance was understandable, as contact center professionals are traditionally expected to be risk-averse when deploying technology into their operations. Contact centers are, by design, supposed to be...

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        Topics: Customer Experience, Voice of the Customer, Analytics, Contact Center, agent management, Customer Experience Management, Field Service, customer service and support, AI and Machine Learning

        Tools for contact center agent management have changed considerably in the past few years. The suite of software applications has grown from those that perform core functions in scheduling and quality control to include more advanced solutions for agent guidance, integrated desktops, and workflow and automation design. One area of intense investment by vendors has been analytics, specifically for assessing customer satisfaction and hearing the “voice of the customer.”

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management, Customer Experience Management, customer service and support

        Account-based marketing (ABM) serves as a model for how a complex manual activity can be improved and automated. That does not mean it always goes well. ABM is a practice that many B2B marketers swear by, but it can be very difficult to get a technology-enhanced ABM program up and running.

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        Topics: Marketing, Marketing Performance Management, Product Information Management, Digital Marketing, intelligent marketing, Conversational Marketing, Digital Experience Platform

        The primary effect of the pandemic on agent/workforce management beginning in 2020 was a rush to re-site and re-equip contact centers and agents. This was achieved with a surprising speed and smoothness industrywide. But once achieved on a “temporary” or “emergency” basis, it became clear that this shift was going to be semi-permanent. Even if the majority of the agent population moves back into standard centers, there is now a consensus that some portion of the workforce will work from home....

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        Customer support operations increasingly rely on automation and complex workflow processes to reduce costs and improve experiences. Automation also allows organizations to make their service processes richer, incorporating information and staff from back offices, for example, or embedding conversational tools into contact center processes.

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        Topics: Customer Experience, embedded analytics, Analytics, Contact Center, natural language processing, agent management, Customer Experience Management, Field Service, Process Mining, Streaming Analytics, customer service and support, AI and Machine Learning

        Dialpad provides contact center and business phone services, a market that is in transition due to a convergence of technologies and business conditions.

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        Topics: Customer Experience, Voice of the Customer, Analytics, Collaboration, Contact Center, natural language processing, agent management, AI and Machine Learning

        The annual Ventana Research Digital Innovation Awards showcase advances in the productivity and potential of business applications, as well as technology that contributes significantly to the improved processes and performance of an organization. Our goal is to recognize technology and vendors that have introduced noteworthy digital innovations to advance business and IT.

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        Topics: Marketing, Voice of the Customer, Collaboration, Data Governance, Data Preparation, Information Management, Data, Product Information Management, Digital Marketing, Digital Commerce, blockchain, data lakes, intelligent marketing, Conversational Marketing

        Field service is one element of the service-delivery process that an organization must get right or risk alienating important customers and causing friction in the relationship. The customer experience is directly affected by the timeliness, speed and accuracy of on-site work. Consequences of poor performance can hurt revenue, particularly in B2B situations where failures may cause expensive shutdowns or delays in conducting business.

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        Topics: Customer Experience, Marketing, Voice of the Customer, Contact Center, Product Information Management, Digital Commerce, Subscription Management, agent management

        The annual Ventana Research Digital Innovation Awards showcase advances in the productivity and potential of business applications, as well as technology that contributes significantly to the improved processes and performance of an organization. Our goal is to recognize technology and vendors that have introduced noteworthy digital innovations to advance business and IT.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, Product Information Management, Digital Commerce, Subscription Management, agent management

        Customer experience (CX) tools are going through a transition, from piecemeal applications designed to solve narrowly defined problems, to broader suites with integrated functionality. This is occurring along multiple fronts in CX. Software for managing inbound interactions and customer issues is being gathered into CX suites sometimes described as Customer Experience Management (CEM). On the marketing side, the phenomenon is seen in the creation of Digital Experience Platforms (DXPs).

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        Topics: Customer Experience, Marketing, Voice of the Customer, Product Information Management, Digital Marketing, Digital Commerce, intelligent marketing, Conversational Marketing

        Customer Service & Support (CSS) is a software segment that provides tools for tracking and resolving customer problems, primarily through contact centers. The segment has been mature for decades but today is reinvigorated by a new emphasis on workflows and automation. Vendors, like ServiceNow, have been innovative in developing new technologies for managing self-service and field service, and providing agents with contextually relevant information during interactions. The new technologies...

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        Topics: Customer Experience, Voice of the Customer, Analytics, Contact Center, Product Information Management, Digital Commerce, Subscription Management, agent management, AI and Machine Learning

        When we speak of the “customer experience,” we are really referring to the results of a broad spectrum of activities that collectively we describe as a journey or a lifecycle. In the past, how we spoke about customers was largely determined by the limited view of what transpired during short, contact center interactions. Customer experience (CX) evolved as a way to incorporate more facets of behavior into an assessment of the customer’s ultimate value and intent than is possible by looking only...

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        Topics: Customer Experience, Marketing, Voice of the Customer, Contact Center, Product Information Management, Digital Marketing, Digital Commerce, Subscription Management, agent management, intelligent marketing, Conversational Marketing

        We are happy to share some insights about Twilio drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        We are happy to share some insights about Amazon drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        We are happy to share some insights about Vonage drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        We are happy to share some insights about Altitude, now part of Enghouse, drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        We are happy to share some insights about RingCentral drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        We are happy to share some insights about 8x8 drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        We are happy to share some insights about Five9 drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        We are happy to share some insights about Aspect drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        We are happy to share some insights about Cisco drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        We are happy to share some insights about Avaya drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        We are happy to share some insights about Content Guru drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        We are happy to share some insights about Genesys drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        The outlines of a post-pandemic customer experience (CX) landscape are emerging, and it appears that the market dynamic is bringing companies from different segments into heightened competition with one another. Over the past few years, there has been a change in software-buying preferences from niche point solutions to packaged software suites. Organizations and buyers now want more capability and usability across different tools and they want to work with fewer, and better integrated, vendors.

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        Topics: Customer Experience, Contact Center, agent management

        We are happy to share some insights about Talkdesk drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        We are happy to share some insights about NICE drawn from our latest Value Index research, which assesses how well vendors’ offerings meet buyers’ requirements.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        I am happy to share insights gleaned from our latest Value Index research, an assessment of how well vendors’ offerings meet buyers’ requirements. The Ventana Research Value Index: Contact Center in the Cloud 2021 is the distillation of a year of market and product research by Ventana Research. Drawing on our Benchmark Research, we apply a structured methodology built on evaluation categories that reflect the real-world criteria incorporated in a request for proposal to cloud contact center...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, Product Information Management, Digital Commerce, Subscription Management, agent management

        Having just completed the 2021 Ventana Research Value Index for Contact Center in the Cloud, I want to share some of my observations about how the market has advanced since our assessment three years ago. The trend towards cloud deployment for contact center infrastructure has accelerated, partly (but not exclusively) due to the urgency of the 2020 pandemic. CCaaS has been generally accepted as a safe, reliable alternative to premises-based ACDs that also has benefits in cost-control,...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, Product Information Management, Digital Commerce, Subscription Management, agent management

        Customer service and support (CSS) is a term with two meanings. Most generally, it refers to the functions of a contact center in handling post-sales customer inquiries that require some effort or action on the part of the business. More specifically, it refers to the elements of the software stack that facilitate those operations, primarily case tracking and trouble ticketing.

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        Topics: Customer Experience, Analytics, Contact Center, agent management, AI and Machine Learning

        There are many software components that facilitate contact center operations. Historically, the industry has relied, in part, on niche or best-of-breed applications but this is shifting in favor of broadly integrated suites or ecosystems. When we look at CX trends beyond the contact center, the shift is even more pronounced, with the bundling/collection of applications from martech to CRM-incorporating software that were formerly/previously purchased separately.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, Product Information Management, Digital Commerce, Subscription Management, agent management

        Voice of the Customer (VoC) is a catch-all term that refers to the collection of customer feedback in various formats. Sometimes this feedback is in the form of quick surveys or reactions to questions like, "Did I resolve your issue today?" or "Would you recommend our service to a friend?" Alternatively, it can be derived from less specific but more numerous data signals that span multiple interactions or across a customer base. Most businesses make an effort to capture some customer feedback.

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        Topics: Customer Experience, Voice of the Customer, Analytics, Contact Center, agent management, AI and Machine Learning

        Business phone systems and contact center platforms received renewed attention in 2020 as organizations acquired tools for agents working from home. That put the spotlight on vendors, like Avaya, that have feet in both worlds. Since both forms of communications technology are well-suited to the cloud, Avaya has developed its Unified Communications as a Service (UCaaS) and Contact Center as a Service (CCaaS) portfolios in parallel. The effort has borne fruit, with significant product...

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        Topics: Data Quality, Customer Experience, Contact Center, Product Information Management, Digital Commerce, Subscription Management, agent management

        The pandemic accelerated several trends in the contact-center industry that were already underway, chiefly: moving infrastructure and software applications to the cloud, and rethinking the process of managing agents. One byproduct of these trends is a renewed look at the similarities between business-phone systems (also known as unified communications, or UC) and contact center systems (CC).

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        Topics: Customer Experience, Analytics, Collaboration, Contact Center, agent management, AI and Machine Learning

        The modern contact center relies heavily on software that enables agents to perform multiple complex tasks while simultaneously managing the customer-facing side of interactions. This has allowed CRM vendors to build tools, such as agent desktop interfaces, that control virtually all aspects of the service environment.

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        Topics: Customer Experience, Voice of the Customer, Analytics, Contact Center, agent management

        The ways in which consumers engage with organizations have changed. Long-established communication channels such as the telephone, email and company websites are still used, but many consumers now prefer to use text messages, online chat, social media, virtual agents and applications on their mobile devices to contact the company and address issues. As a result, organizations have had to add support for many new channels of customer engagement.

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        Topics: Customer Experience, Contact Center, agent management

        Shifts in the market due to the pandemic have upended the contact center marketplace, accelerating the inevitable migration of infrastructure to the cloud and changing the way agents are managed. The pandemic also increased the dependence customers have on contact centers in the absence of in-store buying.

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        Topics: Customer Experience, Voice of the Customer, Contact Center, agent management

        Since customer data platforms (CDP) emerged in the marketplace about five years ago, there has been debate about what roles they fill, especially within customer service organizations. They were originally developed by small software firms to provide marketing teams with a comprehensive view of customer records. Those records could be scattered throughout an organization, siloed by system and department. CDPs were an attempt to shortcut integration processes that are long, expensive and often...

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        Topics: Customer Experience, Marketing, Data Governance, Data Lake, Data Preparation, Information Management, Contact Center, Data, intelligent marketing

        Verint has recently separated into two companies, one of which is a dedicated provider of software focused on customer engagement and will keep the Verint name. (The other is called Cognyte and focused on security analytics.)

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        Topics: Customer Experience, Voice of the Customer, Analytics, Contact Center, agent management

        The contact center is still, for most businesses, where customer experience is designed, delivered and measured. And as we might expect, customer experience (CX) tools are migrating from where they started point solutions based on narrow functions into broader suites that encompass multi-departmental functions and reach across customer journeys. The goal is to provide more consistency across interactions, and to provide organizations with deeper insights into customer behavior along with...

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        Topics: Customer Experience, Marketing, Voice of the Customer, Contact Center, Digital Commerce, Enterprise Resource Planning, agent management

        Ventana Research recently announced its 2021 market agenda in the expertise area of Marketing, continuing the guidance we have offered for nearly two decades to help organizations derive optimal value from business technology and improve outcomes.

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        Topics: Marketing, Marketing Performance Management, Product Information Management, Digital Marketing, intelligent marketing, Conversational Marketing, Digital Experience Platform

        Ventana Research recently announced its 2021 market agenda in the expertise area of Customer Experience. Most organizations have some degree of focus on managing how they interact with their customers, but it is often a disjointed and constrained process. Developing an effective customer experience has become an investment priority in recent years as organizations increasingly recognize the importance of good experiences to profitability, customer longevity and advocacy on behalf of brands.

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        Topics: Sales, Customer Experience, Marketing, Voice of the Customer, Analytics, Customer Service, Contact Center, Workforce Management, Digital Marketing, Digital Commerce, agent management, Customer Experience Management, Field Service, AI and Machine Learning

        The contact center has long represented the starting point for customer experience initiatives. Now, however, most organizations are finding that they need to invest beyond this singular point of engagement. When organizations look at customer experience holistically, they see the need to incorporate the perspectives of people in other departments and channels of customer engagement. These diverse new points of view come with an interest in deploying CX technology that also meets their needs....

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        Topics: Sales, Customer Experience, Marketing, Contact Center

        The pandemic has raised the stakes for self-service in every part of the customer journey. In 2020, the customer service industry underwent a shock to its collective system by pulling up stakes and moving agents to remote work. At the same time, consumers moved away from in-person interactions in stores and branches. This systemic disruption has led to longer call wait times and tougher interactions because collaborating and accessing company data systems from outside the office is difficult.

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        Topics: Customer Experience, Contact Center, Digital Technology, natural language processing, Conversational Computing, agent management, AI and Machine Learning

        Teradata is not a name that is commonly associated with the customer experience marketplace, but that is likely to change as customer experience (CX) practitioners wrestle with the problems created by the multiple streams of data thrown off by the many applications and customer touchpoints they have to manage. Teradata’s Vantage CX is a tool for ingesting and managing customer information at great scale, combining the functions of a modern CDP with the analytics that makes customer data...

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        Topics: Customer Experience, Marketing, Analytics, Business Intelligence, Contact Center, Data, Digital Marketing, Digital Commerce, intelligent marketing, AI and Machine Learning

        This has been a dramatic year for contact centers. The underlying technology has been changing for some time, but that change is now accelerating because of the urgent operational shifts forced by the pandemic. When you can’t gather dozens or hundreds of people into a single, open-plan site, you must look at alternative models for staffing and interaction handling. You must also work harder to create positive customer experiences across multiple contact channels.

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        Topics: Customer Experience, Voice of the Customer, Analytics, Contact Center, Product Information Management, Digital Commerce, Subscription Management, agent management, AI and Machine Learning

        It’s very exciting to embark on a new chapter of one’s career, so I am thrilled to be joining Ventana Research to lead the practice of expertise in customer experience (CX). Some who know me might remember that I’ve been in this industry since a much younger version of me edited Call Center Magazine in the 1990s and 2000s. Others might have crossed paths in my role at several industry analyst firms. I’ve been around for quite a while, invigorate and help CX emerge as a competitive...

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        Topics: Customer Experience, Voice of the Customer, Contact Center, Product Information Management, Digital Commerce, Subscription Management, agent management
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