Breakout Viewpoint: Driving CX and UC In a Digital World

Did you know that 86 percent of consumers will leave a brand they trusted after only two poor customer experiences? This is why the 2027 TAM for UCaaS and CCaaS solutions is a combined $22.8B.

Let’s look at some of the topline sights from these breakout sessions.

CX and CCaaS ROI

The room lit up for the conversation about qualifying and proving the ROI of these solutions.

The panelists also emphasized the need to consider how to craft unique ROI messaging for different personas within the organization. Participants noted that they are beginning to see success by shifting the approach to traditional discovery sessions with more collaborative, hypothesis-led “value scoping” sessions.

While certainly important and still a priority, attendees were encouraged to diversify how they present ROI beyond the bottom line and convince their customers to embrace “the art of what’s possible.” The three options below were discussed.

  1. Operations. What efficiencies are being gained? What’s the monetary value of resources being more effectively deployed? In one of our sessions, our panelists shared a case study demonstrating a 90 percent reduction in after-call work for agents through generative AI automated call notes. The byproduct of this improvement was a significant reduction in hold times since these agents could get to the next call quickly. It also improved the onboarding process for new agents, allowing trainers to spend more time in new training sessions.
  2. Upsell and Cross-Sell Motions. This IT creates new opportunities with your customers. For example, we’ve been seeing examples of companies in the travel industry leveraging sentiment analysis from customer calls to identify opportunities for real-time upgrade sales opportunities. Leveraging the insights gained from these solutions can enable these companies to provide a richer experience by sending a text message with an offer for an upgrade during their current trip or even selling a future trip.
  3. Agent Confidence. Is there a value associated with bringing the sale to completion because your sales team could sell with confidence? The term being used is “Agent Assist,” and it consists of using AI to sort through the data to support an omnichannel experience. One of our panelists in the AI session shared a case study example featuring the NFL’s LA Chargers. Real-time AI sales coaching built up representative confidence by recommending actions and alerting them to methodology adherence. This led to a 20 percent increase in sales productivity.  

Data Is Currency

To the point made above about ROI, leveraging data insights to understand why customers are calling and improving the true time to resolution will emerge as a competitive differentiator. This will usher in a new era of high-value agents—sophisticated Brand Ambassadors that can solve the most complex problems.

Our expert panelists noted that studies show AI has the capability of reducing contact center agent labor costs by $80B in 2026. Gartner estimates that 85 percent of consumer interactions will occur without a human.

AI = High Business and Technical Feasibility

Regarding CX and UCaaS, the AI generation is already here.

For example, generative AI tools are being deployed to help agents deliver the best possible customer experiences by automatically capturing key details of the interaction and assessing the best next steps in real-time.

But here’s the deal. We know that leaders within organizations are being pressured to demonstrate how they can integrate AI into their operations. What they don’t know is how to do it with their systems. This is where you can provide significant value for what will quickly become one of your most lucrative customers. We have support programs in place that have been created for you.

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Monica Lutes

Manager, People & Culture, ScanSource, Inc. and Intelisys

As Manager, People & Culture, Monica has worked closely with Intelisys employees and leaders since 2018 and has worked with ScanSource companies since 2016. A Human Resources professional with 11 years of experience encompassing all areas of HR, especially employee relations, recruiting, compliance, and training, Monica approaches her role as Manager, People & Culture from a consultative perspective. Her goal is to provide advice and guidance to leaders so they can focus on growing the best teams for the business while also supporting employees’ goals.

Ansley Hoke

SVP Marketing, ScanSource, Inc. and Intelisys

Ansley Hoke is the Senior Vice President of Marketing at ScanSource, Inc., a role she has held since 2019, and extended her leadership to include Intelisys in 2023. She joined the company in 2001, serving in merchandising leadership roles for ScanSource POS and Barcode, including acting Vice President of Merchandising and then later VP of Merchandising for ScanSource Catalyst and overall VP of ScanSource Catalyst. She oversaw sales, supplier relations, and services. Known for her pivotal role in creating effective marketing strategies, Ansley has been integral in driving demand, enhancing partner programs, and significantly contributing to the company’s revenue growth and channel relationships.

Mike Baur

CEO of ScanSource, Inc. and Interim President of Intelisys

Mike Baur serves as Chairman and Chief Executive Officer at ScanSource. Mike has served as the Company’s President or CEO since its inception, as a director since December 1995, and as Chairman of the Board since February 2019. Mike has developed a deep institutional knowledge and perspective regarding ScanSource’s strengths, challenges and opportunities. He has more than 30 years of experience in the IT industry, having served in various leadership and senior management roles in the technology and distribution industries before joining ScanSource. Mike brings strong leadership, entrepreneurial, business building and development skills and experience to the Board.

Stephanie Bouras

Regional Vice President, Southeast

Driven by a partner-first philosophy and a passion for innovation, Bouras embodies a leadership style that’s both compassionate and data-driven. As the Regional Vice President, Southeast, at Intelisys, she’s leveraged her extensive marketing and sales experience to propel her team to new heights. A firm believer in aligning herself with her partners, she sees herself as a collaborator and an integral part of their business. This perspective has allowed her to forge deep connections and drive success. A Florida native, Stephanie’s attention to detail and unwavering commitment to her partners have been key factors in her success.

Michael Raspanti

Regional Vice President, Northeast

Michael joined Intelisys in June of 2020, as a long-time channel veteran. He is responsible for leading the Northeast Region, helping continue the tremendous momentum in one of our strongest markets while also recruiting new up and coming partners that will be the growth engine of our future success.

Kristy Thomas

Vice President, Partner Experience and Enablement

Thomas is responsible for Sales Partner enablement and education for all our technology segments, including CX, managed security, mobility, and connectivity. With over 20 years of executive background in telephony, UCaaS, CCaaS and Cloud services, Kristy enables her customers to think broader and deeper as she guides them through their decision journey. Some of the biggest deals in the channel have become a reality thanks to the expertise and humble excellence Kristy brings to her client’s projects.