Leveraging Customer Value During Transitions with Brant Wilson

In this insightful episode of M&A+ The Art After the Deal, host Lisa Scott is joined by Brant Wilson, president of Customer Value Systems. With over 30 years of marketing and management experience across industries such as technology, healthcare, and financial services, Brant shares his journey to leading a successful marketing research firm. This episode dives into the strategic role of customer insights and market research in driving successful mergers and acquisitions, emphasizing customer retention and the importance of listening to both employees and clients during significant transitions.

Key Topics Discussed:

• Brant’s career journey in marketing and his transition to founding Customer Value Systems
• The role of market research in understanding customer behavior and its impact on business strategies
• Effective customer retention strategies during mergers and acquisitions
• The link between employee morale, leadership communication, and customer retention
• The evolving role of data analytics and AI in market research and customer insights
• Insights on how businesses, large and small, can use data to make informed decisions during acquisitions
• Real-world examples of successful M&A strategies focused on customer retention, such as Oracle’s acquisition of Hyperion

Key Takeaways:

• Listening to customers and maintaining open communication during transitions is critical for retaining business relationships.

• Market research can help predict customer behavior, pricing strategies, and sales potential, ultimately supporting better decision-making during mergers.

• Employee morale and communication during transitions have a direct impact on customer satisfaction and retention.

• The increasing role of AI in marketing and research will continue to transform how companies gather and use customer insights.

Connect with Brant Wilson:

Website: www.customervaluesystems.com

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