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San Mateo, California
Think CX

Take customer success to the next level through CX with Medallia and West Monroe Partners in San Mateo

Please join Medallia and West Monroe Partners from 2:00 – 6:00pm with your peers from top B2B tech firms across the Bay Area to explore the power of bridging customer success and customer experience in B2B tech, followed by wine tasting at Medallia’s new headquarters in San Mateo.

Many B2B technology firms have customer success teams focused on financial KPIs at the account level. But those teams are often stalled by persistent pain in customer journeys, absence of a north star customer vision, and weak processes, data insights and core capabilities needed to deliver exceptional experiences at scale.

To truly capture the fruits of customer success in a sustained way, your company must also aim to be a customer experience leader. But how? Experts from Medallia and West Monroe, and local B2B tech company practitioners will dive into these topics:

  • The power of aligning and guiding customer success with a north star vision of the company’s exceptional customer experience
  • How best practice in customer experience and customer success come together to drive an interrelated set of KPIs that drive business performance
  • Lessons learned from top B2B tech firms that are bringing CX and CS together to reach break-away performance
  • How to leverage customer sentiment and insights tools to raise KPI performance in customer success and the broader economic benefits of CX leadership.

…And don’t forget the post-discussion wine tasting!

Location & Agenda:

Medallia Inc.,
450 Concar Drive,
San Mateo

Register today!

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Featured Partners

Agenda, September 12


Arrivals & Registration


Welcome & Medallia CX Overview Keynote – B2B & Technology – Dale Weideman


Industry insights and trends with West Monroe Partners – Paul Hagen & Dan Brousseau


Guest Customer Speaker with Q&A

4:15pm - 6:00pm:

Wine Tasting & Networking

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Have questions? Get in touch: [email protected]