Category: Client Engagement
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How Client and Project Team Sentiment Data Can Revolutionize Staffing Strategies
What if you could predict when a project might veer off course — not by analyzing deadlines or budgets, but by tapping into how your team and clients actually feel about the work? In today’s data-driven landscape, organizations have plenty of KPIs to analyze, but the real game-changer lies in understanding the emotions and satisfaction…
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Navigating the Professional Services Landscape: Top Business Trends to Watch
By Ken Ringdahl, CTO This article was originally published on Forbes on June 12, 2024. The professional services industry is experiencing unprecedented disruption. The combined impact of recession fears and rapidly evolving technology is transforming the market and separating leaders from the rest of the pack. Recent research from S&P Global Market Research, commissioned by Kantata, highlighted…
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Shifting Agency Priorities: The Crucial Role of Project Sentiment
By Jared Haleck, Chief Product Officer at Kantata This article was originally published in the SoDA Report on Agency Transformation which was developed in partnership with Kantata. In the dynamic and competitive world of agencies, navigating through economic uncertainties and evolving client expectations requires more than just delivering projects on time and within budget. Kantata…
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Breaking the Blame Game: Key Strategies for Sales-Services Alignment
In the fast-paced world of professional services organizations, achieving alignment between sales and services is crucial for success. Too often, these two departments find themselves in a blame game, where promises made by sales are perceived as unattainable by services, leading to financial and client outcomes that fall short of expectations. To break this cycle…
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Strategies Required for Services Success in 2023 and Beyond: Double-Down on Client Success
Challenges, Trends & Best Practices from Our Recent Webinar With TSIA As the end of the year quickly approaches, many business leaders are taking a moment to prepare themselves for some of the unique challenges that seem to be surfacing as businesses head into 2023. This exact theme drove a recent TSIA webinar, where TSIA’s…
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The Three Key Best Practices Required to Deliver Repeatable and Remarkable Customer Experiences
The latest episode of Kantata’s Professional Services Pursuit Podcast, hosted by Banoo Behboodi, features Gainsight’s Senior Vice President of Professional Services and Upgrades, Peter Wride. The episode is part two in our series of conversations with Peter, and goes into further detail on best practices the Gainsight team uses to stay hyper-focused on delivering remarkable…
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Understanding and Optimizing the Customer Success Equation
The latest episode of Kantata’s Professional Services Pursuit Podcast, hosted by Banoo Behboodi, features Peter Wride, Senior Vice President of Professional Services and Upgrades at Gainsight. This episode focuses on how services delivery can be positioned to drive customer success and what a truly customer-centric organization looks like. This blog highlights the key variables involved…
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Five Best Practices to Improve the Value and Effectiveness of Agency and Client Relationships
The latest episode of Kantata’s Professional Services Pursuit Podcast, hosted by Brent Trimble, features author, speaker, entrepreneur, and high-tech business executive, Bruno Gralpois. Brent and Bruno discuss the evolution of his business, Agency Mania Solutions, and dive into some critical tactics agencies and clients can implement to enhance their relationships and deliver better services. Bruno…
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The Five Customer Experience Mistakes Eroding Profits
The latest episode of Kantata’s Professional Services Pursuit Podcast, hosted by Banoo Behboodi, features Jessica Noble, Head of Strategy and Managing Partner at Magnetic Experiences. Jessica is also an author, a speaker, and an expert on customer experience. This is the second part of our conversation with Jessica -the first part focused on how to…
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The Impact of Inflation on Services Success and Customer Experience
This blog previews our latest podcast episode and focuses on the basics of inflation and how it’s impacting services today.
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Building a Reliable PS Revenue Stream with Renewable Service Offers
This is a guest post from John Ragsdale, distinguished researcher and vice president of technology ecosystems for Technology & Services Industry Association (TSIA). According to TSIA’s 2022 Professional Services Benchmark, services account for 26% of overall B2B tech revenue, on average. Professional services (implementation, integration, customization, business and process consulting) account for 53% of services…
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Driving Growth and Adoption While Creating Customers for Life
The latest episode of Kantata’s Professional Services Pursuit Podcast features Dave Yusuf, Senior Vice President of Customer Success at Q2. This episode, hosted by Banoo Behboodi, focuses on the topic of creating a customer for life in services and the unique challenges, opportunities, and trends surrounding the process today. David — who has years of…
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Creating Paths to Long-Term Client Success Through Services
This is a guest post from John Ragsdale, distinguished researcher and vice president of technology ecosystems for Technology & Services Industry Association (TSIA). As the technology industry continues to evolve from on-premise hardware and software to cloud and “anything as a service,” or XaaS, the approach to technology implementations is also evolving. With the primary…
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Why Client Success Will Define Professional Services In 2022
John Ragsdale, Distinguished Researcher and Vice-President of Technology at TSIA, recently rejoined The Professional Services Pursuit podcast from Kantata. This episode sheds light on what professional services organizations should be focusing on in 2022, including rethinking client success and improving adoption rates. Regarding this year’s priorities, John revealed, “2022 is the year that the rubber’s…
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Building the Optimal Implementation Team
So you’re ready to make the move to the Kantata Professional Services Cloud and your Client Success Manager (CSM) is asking for dates and times for the kickoff and wondering who will be involved in your implementation. It’s easy to feel overwhelmed with all the upfront important decisions that need to be made. So here’s…
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Are Your Clients Unhappy? Look for These Signs
To keep your clients happy and on board, keep an eye out for these red flags—they’re good indicators that your clients are not satisfied and may turn over.
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What Should a Project Proposal Include?
Learn how to write the ultimate project proposal and ensure customer satisfaction and successful delivery at your business
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How to Improve Customer Experience Through the Five C’s – Part 2
Learn how collaboration, efficiency, and company-wide adoption can help your business improve customer experiences for greater project success.
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How to Improve Customer Experience Through the Five C’s – Part 1
Learn how to improve your client experience with a focus on: Communication, Consistency, Collaboration, Company-Wide Adoption, & Efficiency
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How to Improve Your Chances of Project Proposal Approval
Learn about the six different types of project proposals and the steps that you can take to increase your chances of client approval.
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Ten Incredibly Easy Things to Do To Deliver the Best Customer Service for Clients
Follow these ten tips from experts to learn how to put your customers first and put humanity back in transactions.