B2B CX

Customer success programs have thus far gained limited traction among B2Bs. Yet those companies that have embraced CX have seen improved customer relationships and retention. Read our best practices for strengthening B2B CX.

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Predictions 2027: Human Connection Will Be The Next Battleground For Customer Success And Service

Kate Leggett October 30, 2026
AI will reshape how customers engage with brands in 2027, but automation alone won’t create differentiation. Human expertise, empathy, and trust will become increasingly important to delivering standout experiences.
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Salesforce Shows What Happens When AI Has No Plan B

Joe Cicman October 22, 2026
I enjoy extreme sports because they provide evidence of the human ability to do remarkable things when the alternative is extreme catastrophe. Psychologists call it goal-shielding: commitment to one goal can push competing alternatives into the background. History has given us a more dramatic expression for the same idea: “Burn the boats.” Put less dramatically, […]

Who Controls AI In 2027?

As AI transforms B2B go-to-market strategy, technology, security, and customer experience leaders must balance control with adaptation. Forrester’s Predictions 2027 guides, blogs, and webinars reveal what that requires.

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Are You Prioritizing The Right Customer Journey Improvements?

Maxie Schmidt October 7, 2026
Many CX leaders risk investing where it doesn’t earn loyalty because traditional prioritization of journey drivers ignores that customers don’t stay loyal because you’re doing well; rather, they stay loyal when you are doing better than competitors in the things that matter. This blog is part of a series on how customer journeys drive loyalty […]
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For A Compelling CX Business Case, Stop Refining The Model And Start Framing The Decision

Maxie Schmidt September 8, 2026
Building a CX business case can feel like an endless cycle. You’ve spent weeks gathering data, you’ve debated assumptions, you’ve refined the model three times — then the business case comes back with a familiar request: “Can you do a little more analysis?” At that moment, the problem usually isn’t the analysis at all. CX […]
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Customer Zero Programs Prove That AI Works When Humans Change

Joe Cicman June 30, 2026
I’m thrilled to announce new research, Customer Zero Programs Are A New Trust Test For Autonomous Execution: Why “Prove You Can Run It” Has Become The Gating Factor. I’m passionate about “customer zero” programs because they embody the authentic experience of an innovator that survived contact with reality and, as a result, has earned the […]
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Building The Human Foundation For AI At CX Forum East

Rick Parrish June 17, 2026
AI raises the stakes for experience leaders. Insights from CX Forum East show that without trust, strong data, and prepared teams, AI simply scales what’s already broken — but with the right foundation, it can unlock entirely new kinds of customer experiences.
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US Health Insurers Show Experience Improvements

Judy Weader June 16, 2026
Forrester’s 2026 health insurer experience rankings signal the end of a prolonged decline — but it’s too soon to declare victory just yet. Read the takeaways from this year’s report.

2027 Predictions: Will AI Come Between You And Your Customers?

Join Forrester analysts on Dec. 8 to explore how AI will reshape B2C, CX, and digital decisions around content creation, brand discovery, and agentic journey orchestration.

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US Banks’ Total Experience Is Improving, But Most Still Have Work To Do

Alyson Clarke June 15, 2026
Improvement is real in US banking — but fragile. Forrester’s 2026 Total Experience Score rankings show that gains in customer experience and brand perception are driven by better execution of the basics, not bold transformation. Sustaining that progress will depend on closing gaps in clarity, advice, and employee enablement.
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Retention-As-A-Service Is An Intriguing Idea — Here’s What It Actually Means

Shari Srebnick June 10, 2026
At Gainsight’s Pulse conference last month, CEO Chuck Ganapathi shared a question he said every customer-facing leader is hearing from their board: How do I use AI to drive higher retention? That framing was intentional, and it wasn’t set up to be a product announcement; it was a positioning statement for the company. And it set the stage for everything that followed. The company introduced a brand-new focus at […]
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Customer Success And Customer Experience: The Difference Is More Than Semantic

Shari Srebnick June 10, 2026
Customer success (CS) and customer experience (CX) are often discussed interchangeably, and for good reason. Both exist to improve customer outcomes, and both play essential roles across the customer lifecycle — but they are not interchangeable. Much like a paramedic and an ER physician, CS and CX contribute at different moments and with different tools […]
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Building The Human Foundation Of The AI-Powered Enterprise

Rusty Warner April 30, 2026
As organizations rush to deploy AI, too many forget the people it’s meant to serve. A human‑first foundation is what separates AI that frustrates from AI that truly drives better experiences.
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Turn AI Distrust Into Customer Trust — And Win The CX Future

Enza Iannopollo April 16, 2026
Consumer use of AI is growing, yet their trust in it remains low. That gives organizations a unique opportunity.

Turn Your Journey Insights Into Business Impact

Find out what’s holding your journey practice back. Complete the assessment, then download our quick-start guides to embed journey thinking into decisions that move your practice forward.

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Customer Success Enters The Agentic Era

Shari Srebnick April 10, 2026
Customer success teams have never been short of data. Health scores, product usage, sentiment signals, and relationship context exist across systems — but turning that data into insight and timely action has required human stitching, manual judgment, and constant coordination. Gainsight’s recent introduction of its Model Context Protocol (MCP) matters because it collapses that gap. The promise of MCP isn’t to just […]
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CS Operations: The Air Traffic Control Tower Your CS Team Needs

Shari Srebnick March 24, 2026
Customer success managers (CSMs) are like pilots. They know how to fly the plane and keep customers moving toward their destination. But not even the most capable pilots could manage every variable alone. Without an air traffic control tower, flights paths would get tangled, delays would pile up, and small issues would turn into emergencies. […]
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It’s Time To Get Your Customers Sorted — No Wizardry Required

Shari Srebnick March 24, 2026
Every first-year Hogwarts student learns quickly that the Sorting Hat doesn’t choose houses based on popularity, legacy, or who looks the part. It sees deeper, into traits, tendencies, potential, and the conditions each student needs to thrive — if only B2B organizations used the same wisdom. Too often, postsale customer segmentation still leans on surface-level […]
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Have CX Programs Lost The Plot? The Risky Game Of Survey Score Inflation

Rich Saunders October 7, 2025
The Misguided Pursuit Of Metrics Customer experience (CX) programs were designed to uncover insights, drive improvements, and enhance outcomes for customers while fueling business performance. Yet many have veered off course. Instead of improving experiences, they’ve become fixated on maximizing survey scores, mistaking metrics for meaning. Survey scores are not like other business metrics. They […]
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In The Age Of AI, Reinvention Is The Future Of Customer Success

Shari Srebnick October 3, 2025
Picture it: New York City, September 2025 — NYC Customer Success Week. A room of over 700 customer success (CS) practitioners gathered around a shared belief: CS isn’t fading into irrelevance — it’s stepping into its prime. The energy was palpable, and the message throughout the day was clear: AI isn’t here to replace CS […]

Your Journey Maps Aren’t Changing Decisions

If journey insights aren’t influencing funding, priorities, or roadmaps, they’re just artifacts. Learn how leading CX teams connect customer insight to the decisions that shape business outcomes.

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CX Cast Roundup, September 2025: Change, Mobility, And The Future Of CX Talent

Martin Gill September 30, 2025
This month on The CX Cast, we explored the realities of leading customer experience in a rapidly evolving world. From reimagining mobility to fixing change management failures and even preparing the next generation of CX leaders, as always, we provide practical advice you can apply today. Here’s what you missed and why you should catch […]
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How UCL Is Preparing Future CX Leaders For The AI Age

Martin Gill September 30, 2025
AI is transforming the skills that CX professionals need to succeed. Discover how University College London prepares future CX leaders for an AI-driven world with practical skills, real projects, and lifelong learning strategies.
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Three Takeaways From HubSpot’s INBOUND 2025

Shari Srebnick September 9, 2025
Last week, I attended HubSpot’s INBOUND conference in San Francisco. Many recaps will focus on the product announcements, strategy, and feature releases, but what stood out to me were the broader themes woven through CEO Yamini Rangan’s keynote.
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