customer experience roadmap and call center alignment
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TRANSCRIPT
The Customer Roadmap, Customer
Experience and Customer Satisfaction-
Planning the Journey and Executing the Plan
Customer Have Choice
Customers Have Choice
28/09/2011
The Taylor Reach Group
• Call/Contact Center Consultancy,
• Offices Toronto, New York, Atlanta, Sydney,
• Contact Center assessment, design,
improvement and operational management,
• 27+ awards for excellence in contact center
operation,
• 14,000+ agent desktops operating under TRG
designed operational models globally,
28/09/2011
Colin Taylor
• CEO Taylor Reach,
• 36 years in call/contact center operations, design, sales and executive management,
• More than 20 awards received on two continents,
• Publisher of Customer Reach newsletter with 13,000 + subscribers
• Manages Toronto Call Center Networking Group on LinkedIn
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Definitions
• Quality Monitoring/Listening –
individual assessment of agent
performance against a set of
criteria.
• Internal Quality – the roll up or
consolidation of Quality Monitoring
• Customer Satisfaction – What the
customer feels about their
interaction
• Customer Experience - ...
9/28/2011
Customer Experience Definitions
“The Experience of the customer when
buying or servicing the product or
service you have sold them”
“The designed interaction between a
customer and your organization”
Where do we Provide this Experience? Where Do We Deliver the Customer Experience?
Is Customer Experience Important? Is the Customer Experience Important?
But What Can We Do About It? But What Can We Do About It?
What Experience are we Supporting?
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The center does control: Service Level (ASA/GOS/Abandon) Forecast Volume Staff Scheduled
We Also Control Speed of Access Ease of Access
Customers’ Progress
Marketing = Promise
Product = Delivery
A Customers’ Progress
The
Customer
Experience
Marketing sets the customers expectation Management sets Policies and Procedures Management sets Service Levels etc. The call center is where these potentially apposing Points of View meet
Customer Experience Definitions
“The designed interaction between a
customer and your organization”
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How Do we Measure the
Customer Experience?
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The State of Customer Experience Today
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Mission, Vision, Values
Watch words that convey expectations;
• World Class Customer Service (or similar),
• Access,
• Empowered Employees,
• Quality,
• Returns for our Shareholders,
• Satisfaction,
Brands
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Sample Brand Attributes
Arrogant, Authentic, Best brand, Carefree, Cares about customers, Charming, Daring, Different, Down to earth, Energetic, Friendly, Fun, Gaining in popularity, Glamorous, Good value, Healthy, Helpful, High performance, Intelligent, Kind, Obliging, Original, Prestigious, Progressive, Restrained, Rugged, Simple, Straightforward, Stylish, Tough, Traditional, Trendy, Trustworthy, Unapproachable, Up-to-date, Upper class, Worth more,
Perceptions
People make decisions on emotion,
that are rationalize with intellect
“I’ve Learned that people will forget
what you said. People will forget
what you did. But people will never
forget how you made them feel”
Maya Angelou
Understanding the Dichotomy
Messages & Gaps
Hypothetical Mission Statement
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“To deliver World Class Customer Service to our
Customers, by providing access to our products and
services the way our customers want them, when they want
them, while providing a positive, enjoyable and productive
environment to our employees and delivering superior
returns to our Shareholders”
Sample Brand Attributes
Accessible, Arrogant, Authentic, Best brand, Carefree, Cares about customers, Charming, Daring, Different, Down to earth, Energetic, Friendly, Fun, Gaining in popularity, Glamorous, Good value, Healthy, Helpful, High performance, Intelligent, Kind, Obliging, Original, Prestigious, Progressive, Restrained, Rugged, Simple, Straightforward, Stylish, Tough, Traditional, Trendy, Trustworthy, Unapproachable, Up-to-date, Upper class, Worth more,
Youthful
Measuring the Gap
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Brand Attributes Delivered- Aligned Corrective action
Accessible
Cares about Customers
Daring
Different
Energy
Fun
Glamorous
Stylish
Trendy
Youthful
World Class Customer Service
Looks after Employees
Profits for Shareholders
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Measuring the Gap
Brand Attributes Delivered- Aligned Corrective action
Accessible No- long wait times, IVR front end
Cares about Customers Not apparent- understaffed, long wait times, unfriendly
policies
Daring Perhaps, but not in a good way. More ‘daring’ to deliver
sub par service while claiming to be committed to
superior service
Different Experience is the same as phoning your cable or
wireless provider
Energy Not Evident
Fun Not Evident
Glamorous Not Evident
Stylish Not Evident
Trendy Not Evident
Youthful Not Evident
World Class Customer Service No- poor access, understaffed, undiferentiated
Looks after Employees Center will have high occupancy and likely lots of
unhappy customers- this does not describe Looking
after employees.
Profits for Shareholders Possibly well aligned – Poor service can (but doesn’t
always) cost less. But the profit can be at the expense
of brand erosion.
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Measuring the Gap Brand Attributes Delivered- Aligned Corrective action
Accessible No- long wait times, IVR front end Improve Service level target and performance-
Improve forecasting and scheduling, add more staff.
Offer more channels (Inbound calls, emails, chats,
SMS, Social Media, Mail etc.), 7 x 24 hour access
Cares about Customers Not apparent- understaffed, long wait times, unfriendly
policies
Improve access, agent hiring. Training to reflect
desired attributes
Daring Perhaps, but not in a good way. More ‘daring’ to deliver
sub par service while claiming to be committed to
superior service
Lose IVR,
Different Experience is the same as phoning your cable or
wireless provider
Lose IVR, Dedicate agent totake ownership to
resolve customers problem
Energy Not Evident Agent profile, hiring and training
Fun Not Evident Agent profile, hiring and training
Glamorous Not Evident Messages from designers on IVR and hold messages
Stylish Not Evident Messages from designers on IVR and hold messages
Trendy Not Evident
Youthful Not Evident Agent profile, hiring and training
World Class Customer Service No- poor access, understaffed, undiferentiated Be Accessible, set and met superior service levels,
set, measure CSAT- Offer customer to call back and
speak to same agent.
Looks after Employees Center will have high occupancy and likely lots of
unhappy customers- this does not describe Looking
after employees.
Measure you Employee Satisfaction, Employ metrics
that matter FCR, CSAT, Quality over AHT and ASA
Profits for Shareholders Possibly well aligned – Poor service can (but doesn’t
always) cost less. But the profit can be at the expense
of brand erosion.
Better Customer satisfaction will increase long term
value and returns
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Policies, and Processes
Don't be a barrier to your own customers
Examine how your internal policies,
procedures and processes and how
they impact on the customer
experience.
Identify those that are not aligned with the
desired customer experience.
Review with management potential
changes to the policies etc. To improve
alignment.
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Designing the Customer Experience
Roadmap
1. Know what the current experience is,
2. Know how you are measuring the
experience,
3. Understand your policies, processes
and any negative customer impacts,
4. Plan changes and tests,
5. Measure improvements/reductions as
a result of tests,
6. Roll out positive changes and continue
other tests,
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Customer Experience Design Process
Understand Discover Conceptualize Validate Implement
Iterate
What Experience do we want to deliver?
What are we delivering today
Gap Analysis. What has to change to create the desired Experience
Testing changes, measure customer reaction
Creating the training and collateral
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Questions?
28/09/2011
Contact Details
Colin Taylor, CEO
The Taylor Reach Group, Inc.
416-979-8692 ext 200
Email: [email protected]
Web Site: www.thetaylorreachgroup.com
Blog: http://callcenterperspectives.blogspot.com/
Twitter: @colinsataylor
LinkedIn: http://www.linkedin.com/in/colintaylor