Catalyst Intake Form

Name *

Email address *

What is your primary area of interest in customer experience?

Please select at least one option.

AI-driven solutions

Technology integration

Human-centered design

Employee experience

Business outcomes

Data analysis

Which services are you interested in?

Please select at least one option.

Consulting

Technology implementation

Training and workshops

Strategy development

Performance measurement

What is the size of your organization?

What challenges are you currently facing in customer or employee experience?

How did you hear about EvolveCX (ECX)?

Additional questions or comments

Industry *

Please select at least one option.

Telecom

Financial Services

Healthcare

Tech/SaaS

Retail/ E-commerce

Manufacturing

Government/ Public Sector

Education

Transportation/ Logistics

Hospitality & Travel

Energy/ Utilities

Media & Entertainment

Professional Services

Other

Region/ Geo

Please select at least one option.

North America

Central & Latin America

Europe

Middle East

Africa

Asia-Pacific

Global

CX/ EX Maturity Level

Please select at least one option.

Ad Hoc

Emerging

Defined

Managed

Optimized

Support Model

Please select at least one option.

Shared Services

Tiered Support (L1/L2/L3)

Pod-Based Support

Outsourced Support

Co-Managed Support

Self-Service First

Hybrid

CRM Platform

Please select at least one option.

Salesforce

Servicenow

Microsoft Dynamics

HubSpot

OracleCX

SAP C4C

SugarCRM

Creatio

Nimble

Zoho CRM

Freshsales

Pipedrive

Insightly

Copper

Voice Platform

Please select at least one option.

Genesys Cloud

Five9

Nice CXone

Twilio Voice

Cisco Contact Center

Amazon Connect

Avaya

8x8

RingCentral

Dialpad

Zoom Contact Center

Talkdesk

Vonage Business

Other

Digital Engagement Suite

Please select at least one option.

Salesforce

Zendesk

Intercom

Sprinklr

Khoros

LivePerson

Drift

Twilio Flex

Genesys Digital

Freshchat

Webex Contact Center

Emplify

Gladly

None

Contact Channels Offered

Please select at least one option.

Phone

Email

Web Form

Live Chat

SMS/ Messaging

Social Media

Mobile App

In-Person/ Field

Video

Chatbot/ Virtual Agent

AI/ ML Platform

Please select at least one option.

OpenAI (GPT)

Anthropic (Claude)

Google Vertex AI

Amazon SageMaker

Azure ML

IBM Watson

DataRobot

H2O.ai

Databricks MFflow

Hugging Face

Google CCAI

Cresta

Cognigy

Parloa

Observe.AI

Balto

Replicant

Pega AI

None

Analytics & BI Platform

Please select at least one option.

Tableau

Power BI

Looker

Qlik Sense

Sisense

Domo

ThoughtSpot

MicroStrategy

SAP Analytics Cloud

IBM Cognos

Looker Studio

Oracle Analytics

Mode Analytics

Alteryx

Metabase

Zoho Analytics

Sigma Computing

None

Authentication & Identify Platform

Please select at least one option.

Journey.ai

Auth0

Okta

Microsoft Entra ID

Ping Identity

Google Identity Platform

Amazon Cognito

IBM Security Verify

Oracle Identity Cloud

Salesforce Identity

Sycurio

None

Knowledge Base

Please select at least one option.

Zendesk Guide

Confluence

Guru

Document360

Servicenow Knowledge

Notion

Helpjuice

Bloomfire

Zoho Desk

Freshdesk

Shelf

Stonly

Homegrown

None

Case Management

Please select at least one option.

ServiceNow

Salesforce Service Cloud

Zendesk Support

Jira Service Management

Zoho Desk

BMC Remedy

Kustomer

Oracle Service Cloud

SAP Service Cloud

None

Survey Tool/ VOC Platform

Please select at least one option.

Qualtrics

Medallia

SurveyMonkey

Google Forms

Typeform

Alchemer

InMoment

QuestionPro

GetFeedback

Jotform

None

WFM/ WFO

Please select at least one option.

Nice WFM

Verint

Calabrio

Genesys WEM

Playvox

Teleopti

Alvaria

Puzzel

Salesforce WFM

Monet WFM

None

CDP

Please select at least one option.

Segment

mParticle

Tealium

Salesforce CDP

Adobe RT-CDP

Treasure Data

BlueConic

None

Data Warehouse (DWH)

Please select at least one option.

Snowflake

BigQuery

Redshift

Azure Synapse

PostgreSQL

Databricks

Teradata

None

Reporting Tools

Please select at least one option.

Tableau

Power BI

Crystal Reports

Domo

Google Data Studio

None

GenAI in Use?

GenAI with Internal Knowledge

Org Structure

Please select at least one option.

Centralized

Federated

Hub and Spoke

Outsourced

Matrixed

Customer 360 in Place?

Current NPS Range

Success Metrics

Org Pain Trigger

Please select at least one option.

Cost Pressure

High Attrition

Leadership Change

Platform Sunset

New Initiative

Declining NPS

Agent Skill Type

Primary CX/ EX Goal

Please select at least one option.

Improve NPS

Reduce Churn

Increase CSAT

Boost Retention

Improve Resolution Time

Streamline Journeys

Lower Cost to Serve

Increase Agent Productivity

Modernize Stack

Expand Into New Segment

Transformation Budget

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