Providing a Seamless CX When Using External Partners

Effective Communication Between Customer Information Systems and All Involved Is Critical

Few enterprise organizations are truly islands unto themselves. Most firms rely on partners or other subcontractors to deliver a part of the actual experience with customers. For example, automobile manufacturers rely on dealers to provide a significant part of the marketing, sales, and service experience, and real estate and insurance firms use independent agents to market and deliver their services to customers. Hotels and restaurants also often use a franchise model to broaden their geographic and market reach.

The common denominator with all these examples is that these partner organizations are not technically part of the parent organization. While certain standards and practices need to be met to retain an association with the parent, there is often less direct control over the day-to-day practices employed, particularly with respect to CX.

A common example can be found in the use of home delivery and setup services offered by retailers, commonly used for large or complex items, such as big-screen TVs, computers, or in-home internet or networking equipment. The retailer will sell the physical products themselves, but will contract with local companies to provide the actual in-home setup and installation services, particularly in regions where there is not enough demand to provide those services in-house.

This was the case with a recent interaction I had with a major electronics retailer. My 77-year-old mother needed a new TV, so I ordered one online from the retailer, and also purchased installation services. Because I paid for the TV via my account, I realized that my contact information on the account would be the one used for setting up an appointment, so I contacted the company via its online chatbot to confirm that the shipping and installation address was set to my mother’s residence, as well as ensuring that they had both her cell phone and home phone numbers.

However, a day before the scheduled installation date, I got a confirmation call from what I thought was the retailer. I asked if they had my mother’s correct contact information, but the agent indicated that they were a third-party installer, and they had no record of receiving the updated contact information. I provided it again, and reiterated that they should use my mother’s information to discuss any changes to the appointment, such as a delay or problem.

On the day of the appointment, however, the installer called me several times and texted me, rather than my mother, about a delivery delay. Although the installer ultimately showed up and completed the task, the disconnect between the retailer and the installer points to larger CX problems.

  • Lack of empathy: The retailer assured me that my problem had been addressed, but when I realized it had not been, there was only an explanation, rather than an apology.
  • Lack of follow through: Once I had repeated the correct information again to the installer, they still did not use it, which indicates that either the installer’s data systems were not providing the right information to the actual installers, or the installer simply chose to ignore it.
  • Lack of verification: In both cases, there was no confirmation provided to me that the change of information was made, thereby making me feel that the organization did not really care about whether the information was captured or properly used.

All organizations that utilize partners need to ensure that not only are customer information systems set up to properly communicate critical information, but that all agents of the company are properly trained on how to access and use that information. Perhaps most importantly, procedures need to be set up to communicate to the customer that the information they provide is being captured and used to provide a great experience.

In the end, both entities (the retailer and the installer) share the blame for a lack of responsiveness. As CX today is increasingly about demonstrating empathy with the customer, both organizations fell down, and as a result, I rated the overall experience (and customer satisfaction rating) lower due to this interaction.

Author Information

Keith Kirkpatrick is VP & Research Director, Enterprise Software & Digital Workflows for The Futurum Group. Keith has over 25 years of experience in research, marketing, and consulting-based fields.

He has authored in-depth reports and market forecast studies covering artificial intelligence, biometrics, data analytics, robotics, high performance computing, and quantum computing, with a specific focus on the use of these technologies within large enterprise organizations and SMBs. He has also established strong working relationships with the international technology vendor community and is a frequent speaker at industry conferences and events.

In his career as a financial and technology journalist he has written for national and trade publications, including BusinessWeek, CNBC.com, Investment Dealers’ Digest, The Red Herring, The Communications of the ACM, and Mobile Computing & Communications, among others.

He is a member of the Association of Independent Information Professionals (AIIP).

Keith holds dual Bachelor of Arts degrees in Magazine Journalism and Sociology from Syracuse University.

Latest Insights:
Microsoft Sovereign Cloud Shifts the Focus to Customer-Run AI
October 20, 2026
Article
Article

Microsoft Sovereign Cloud Shifts the Focus to Customer-Run AI

Nick Patience, VP and Practice Lead for AI Platforms at Futurum, shares his insights on Microsoft Sovereign Cloud's push into customer-run AI and why public cloud controls still leave Europe's jurisdiction question...
TSMC Q3 FY 2026 Earnings Beat and Raise on AI and HPC Demand
October 20, 2026
Article
Article

TSMC Q3 FY 2026 Earnings Beat and Raise on AI and HPC Demand

Mitch Ashley, VP and Practice Lead, CIO & Technology Buyers and Software Lifecycle Engineering at The Futurum Group, reviews TSMC's latest earnings, where AI and HPC demand drove a beat and raise...
Enterprise Software Spending Lags Behind Stated Platform Consolidation Goals
October 20, 2026
Article
Article

Enterprise Software Spending Lags Behind Stated Platform Consolidation Goals

Keith Kirkpatrick, VP, Research, Enterprise Software & Digital Workflows at Futurum, shares his insights on why enterprise app budgets aren't following buyers' platform consolidation plans as in-house AI competes for the same...
NVIDIA DGX Spark 64GB’s Low Price-Point Aims To Accelerate Local AI Inference
October 20, 2026
Article
Article

NVIDIA DGX Spark 64GB’s Low Price-Point Aims To Accelerate Local AI Inference

Olivier Blanchard, Research Director at The Futurum Group shares insights on DGX Spark 64GB, its pricing and memory trade-offs, and the role of software and clustering in local AI development....
Latest Research:
The Storage Squeeze How Smart Organizations Are Funding Their AI Future
October 20, 2026

The Storage Squeeze: How Smart Organizations Are Funding Their AI Future

In our latest Thought Leadership Brief, The Storage Squeeze: How Smart Organizations Are Funding Their AI Future, completed in partnership with CTERA, Futurum Research examines how unmanaged data growth drains...
Closing the Enterprise Context Gap
October 16, 2026

Closing the Enterprise Context Gap

In our latest thought leadership brief, Closing the Enterprise Context Gap, completed in partnership with Teradata, Futurum Research examines why autonomous AI agents stall before reaching production and outlines the...
Delegating Outcomes: How a Universal Agent Changes the Way Enterprises Work
October 15, 2026

Delegating Outcomes: How a Universal Agent Changes the Way Enterprises Work

In our latest thought leadership brief, Delegating Outcomes: How a Universal Agent Changes the Way Enterprises Work, completed in partnership with Google Cloud, Futurum Research examines why first-generation agent programs...

Book a Demo

Welcome

The vision behind everything in Futurum’s Custom Research practice is this: research should show you what is happening, what comes next, and what to do about it. It should be personal to each audience, easy for people to grasp, and structured so LLMs can reason over it accurately. And it should be fast and turnkey; you want answers now, not another project to carry for quarters.

Whether you are defining business, channel, or go-to-market strategy; evaluating vendors or justifying ROI; or commissioning research to fill an emerging market need, we have your back, with a program that answers your questions with the objectivity and credibility to drive real decisions.

To do it, we bring unmatched data to bear: Futurum research, surveys, and market projections; validated market feeds; ETR’s 15 years of insight from 10,000 technology decision-makers; G2’s buyer and user data; and what our analysts hear every day. Add leading primary collection, from AI-moderated voice interviews to surveys and analyst-led interviews, all turnkey, and every project comes out credible, nuanced, and actionable.

And we don’t just drop the results in your lap. For internal work, we provide analyst-led sessions, interactive dashboards, and a range of formats. For market-facing work, Futurum delivers turnkey activation and amplification that actually gets seen, by people and by LLMs, through our media and share of voice. This is research that moves decisions and markets.

We will meet you wherever you are, from a fast-turn brief to a multi-year program, and shape the work to your goals, timeline, and budget. The right program for your moment.

If any of this is useful, I would love to talk.

Benjamin Brown, VP Custom Research, Futurum Research

Benjamin Brown

VP, Custom Research · The Futurum Group

Newsletter Sign-up Form

Get important insights straight to your inbox, receive first looks at eBooks, exclusive event invitations, custom content, and more. We promise not to spam you or sell your name to anyone. You can always unsubscribe at any time.

All fields are required






Thank you, we received your request, a member of our team will be in contact with you.