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Video transcript: Helping Sage accelerate their digital transformation


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Chris Rauch, EVP, Customer Success at Sage: Sage set up this programme with PwC as part of its focus on customer obsession and customer success. Part of our challenge was to both address the renewal rate but also the cash collection.

The strategy was really about targeting the right customers, speaking to more of them, having better conversations that would lead to better outcomes, and we worked with different parts of PwC to bring together one seamless team.

Equipping and supporting the team leaders with the right coaching skills and the right tools and techniques to help drive their teams is key.

Sage has always run huddles but Perform Plus has changed the game for us. It structures the meetings, it surfaces the data and KPIs and it engages colleagues in the process. We saw a 70% improvement in the customers contacted. That uptick in productivity really is the art of the impossible.

What's been nice has been how the PwC team essentially worked as one with the Sage colleagues. I think there are three things I'd draw out. The first is around the quality of the people they deployed. The second is around the tenacity and the commitment they placed throughout the project to drive results. And third, and probably this is the most important point, the trust they engendered with the teams on the ground and how that translated into finding out what the real issues were so we could tackle those real issues and drive results.

We've seen a transformation in the way the agents talk to customers from talking about the product and now talking about the value and the success it can bring to those customers. By having more conversations with customers and improving those conversations we've seen an uptick of over 2% in revenue retention which makes a massive difference to the business.

Through better and more structured conversations with our customers, we've seen a 22% reduction in the number of outstanding invoices after 30 days.

It's not just about the metrics for us. You can really feel the buzz and energy on the floor. All of that has led to a significant improvement and change in culture. And the results have been amazing.

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Paul Terrington

Paul Terrington

Head of Consulting, PwC United Kingdom

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