Build Your Customer Intelligence Foundation

Build the foundation you need to turn customer feedback into meaningful action. In this session, you’ll learn how to set up the core elements of a successful CX program in Qualtrics, from collecting feedback to creating dashboards and workflows that drive results.

Led by CX experts from Ipsos, this session walks through a practical approach you can apply right away.

You’ll learn how to:

• Create and distribute a relationship survey
• Build dashboards that turn feedback into clear signals
• Set up workflows to ensure feedback leads to action
• Establish a strong foundation for long-term success

What to expect

• ~45 minutes: Guided walkthrough and in-product demonstration
• ~15 minutes: Live Q&A with CX experts

About the Speaker:

As a Director of Experience Management with over a decade of expertise, Trish Roberts specialises in the strategic architecture and governance of large-scale Customer, Citizen, and Employee feedback programmes. She is a recognised leader in establishing robust programme governance frameworks and utilising her knowledge base to drive cross-functional organisational transformation. 

A certified Qualtrics CX Scientist and Engagement Manager, Trish is an expert in bespoke questionnaire design and evidence-based research methodologies. Her career is distinguished by a series of industry awards for the delivery of high-impact, effective programmes, and she is a frequent contributor to thought leadership publications that advance the field of innovative Experience Management.

Trish’s primary focus is driving maximum value through the use of technology platforms, ensuring the partnership delivers measurable impact and exceptional business results across every industry.

Ankur Patel is a creative professional with well over a decade of multifaceted experience in building BI, ERP, CRM and CMS systems. 

He has successfully led ​CXM implementation for multiple global studies during his tenure at Ipsos. His entrepreneurial spirit and client commitment have helped enhance Ipsos offerings and gain best customer satisfaction. Ankur holds a bachelors in computer engineering and MBA in Global Business Management.

Resources:

• Learning Path (collection of courses)
• Beginner Quick Start (collection of courses)
• Qualtrics Platform Essentials Certification
• 2-Minute Tips Videos
  • Adding Instructions to Your Survey
  • How to Use Piped Text
  • Import & Export Surveys
  • Survey Collaboration

Have questions? Reach out to us at customer-success-events@qualtrics.com.