Are You Missing the Bigger Picture? Why Contact Centres Need a Broader Perspective on CX

Big picture illustration. Info closeup inspection in flat tiny persons concept.

Contact centres sit at the heart of the customer experience, acting as the primary point of interaction between customers and brands. Yet, many organizations still treat them primarily as operational hubs, focused on cost control, compliance, and the execution of support tasks.

While these functions are important, they only scratch the surface of the contact centre’s value to the broader enterprise.

Every day, each interaction that flows through the contact centre, whether by phone, chat, or email, contains a wealth of customer intelligence that has untapped potential for a wide variety of business objectives.

Embracing a broader perspective reveals the strategic value and intelligence embedded in the data.

For example, imagine looking at the data in the contact centre through the lens of a Monet painting. If you focus too narrowly, you miss the bigger picture or meaning.

However, if you step back and look widely, you can uncover the full story by seeing the insights that are overlooked or lost when fixating on one area or when attention is fixed on granular details.

Step Back to Understand the Whole Customer Journey

Without a wider lens on their data, organizations risk optimizing for the micro-moments rather than understanding what customers are repeatedly telling them across channels and journeys.

A single, routine interaction provides little value, but patterns revealed across hundreds of similar interactions are powerful.

The real value comes from stitching these interactions together to present a unified picture of customer experience that can steer meaningful organizational change.

Examining interactions in isolation is like studying only the tiny brushstrokes of a painting – you miss the overall picture and the information provided may not solve for what the broader business needs.

Let’s look at using this wider view when managing a group of agents. While you may want to coach on a singular call or interaction for one reason or another, the most effective approach is to lead with the value of seeing the bigger picture of their work, their peers, and the needs of the customers they are serving.

What is evolving in the customer journey that the agent needs to prepare for? Consider a retail contact centre where an agent handles dozens of similar product return calls each week. Analysed individually, each interaction appears routine.

But when viewed together, those conversations can reveal an optimal strategy for a more positive customer experience and resolution as well as inform product stakeholders of issues with product adoption.

Stepping back allows leaders to see how interactions connect across channels and touchpoints, creating a fuller understanding of the customer journey.

The collective understanding of these interactions paints new opportunities for growth and for evolving the business and relationship with the customer.

Flexibility and Adaptability in Contact Centre Strategy

Art often intends to express information and feelings and to create a purposeful connection. The same can also be said for customer feedback along their journey(s).

A customer interaction may lead with specific information but it is also rich with colourful emotions and a desire for connection or support – which requires flexibility and creativity to address effectively.

Art also teaches a lesson in adaptability: artists consistently add layers over time, experiment with different forms, and tinker with techniques to create the connection desired.

Similarly, customer feedback is rarely uniform: it arrives in multiple formats, evolves over time, and varies depending on channel, agent, or stage of the journey.

Contact centre workflows that are rigid or overly linear risk missing subtle signals that could reveal opportunities for improvement or innovation to stay connected to your evolving customer.

The most effective contact centres adopt adaptive strategies that allow teams to pivot and respond as trends emerge. This requires the right combination of technology and talent.

Systems must enable teams to capture, organize, and analyse insights efficiently, while people must be empowered to act on the findings. Overcomplicating processes or relying on a single method or tool can stifle innovation and slow response times, leaving opportunities untapped.

Driving Enterprise-Wide Impact

The contact centre is far more than a transactional hub; it can act as a source of intelligence for the wider organization.

By linking insights from customer interactions to broader business objectives, leaders can transform operational data into actionable, strategic guidance.

This requires a clear understanding of how insights translate into action: who is responsible, which tools enable execution, and how impact is measured.

At the core of this approach are three fundamentals: a medium to capture interactions, a structure to organize insights, and the creativity to see patterns and connections.

Leaders must ensure that teams are equipped and empowered to act on insights, and that technology supports rather than constrains their efforts. A holistic perspective encourages prioritization of outcomes over perfection.

By identifying patterns, themes, and emotional cues across interactions, organizations can make smarter decisions, deliver more empathetic service, and unlock tangible business value.

Seeing the Whole Picture

By focusing too closely on individual interactions, contact centre leaders can obscure the bigger picture.

However, viewing the contact centre as a complete canvas allows leaders to turn routine interactions into strategic opportunities, supporting innovation, loyalty, and customer satisfaction at scale.

By stepping back, they can gain a complete understanding of the customer journey, seeing how each interaction contributes to broader organizational goals.

Taking such a strategic, holistic approach enables contact centres to uncover insights, drive innovation, and deliver more empathetic, effective customer experiences.

Written by: Courtney Shealy, SVP Global Presales Strategy, Medallia

Author: Medallia
Reviewed by: Jo Robinson

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