![Page 1: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/1.jpg)
Turning Features and Functions into Customer Experience Best Practices
J.R. Simmons, PresidentCOMgroup, [email protected]
![Page 2: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/2.jpg)
Eleven member firm with roots back to 1973 Owner / Principal Consultant: J.R. Simmons 33 years as an Independent Consultant
Contributing member of BC Strategies Regular articles for No Jitter Immediate Past-President of the SCTC International Society of Communications Technology Consultants Ethics based association of independent consultants
COMgroup, Inc.
![Page 3: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/3.jpg)
Agenda Customer or Agent focus?Multi-channel challenges Statistics & Speech Analytics Personalization and Customization IVR and menusArtificial Intelligence and Bots
![Page 4: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/4.jpg)
Implementing Change
Are you making decisions to benefit the customer, the
agents, or the organization?
![Page 5: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/5.jpg)
Help the agent improve CX Cross-trainingMulti-media skillsGamification and motivation Single Point of Contact attitude Click to dial integrationGet all employees involved
![Page 6: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/6.jpg)
Doing it all wrongBad customer experiences
produced by misguided use of technology is worse than
no change at all
![Page 7: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/7.jpg)
Bad CX Examples
Repeated reauthentication “for security purposes” Inaccurate predictive wait timesAA using a conversational Bot that only picks up a key
word or two – search-type resultsHiding or resisting live agent helpHaving to repeat the information or the steps
![Page 8: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/8.jpg)
Choice is a key
Empowering the customer is a great way to
customize the experience
![Page 9: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/9.jpg)
Multi-Channel Success Let the customer choose the channel they preferMake and keep a response time commitment Allow the same agent to handle a media escalation Provide knowledge of automated part of journey Implement co-browsing and desktop sharing Social media tracking as a channel
![Page 10: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/10.jpg)
Are Calls Important? Self-service is common and preferred Over 80% attempt to find solution before calling
Call volumes slowly dropping But, calls more important than ever Inefficiency remains a problem
![Page 11: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/11.jpg)
Other contact typesOn-line chat (used by over 60%) SMS / Text on the rise – critical for mobile society E-mail still has an important role
Customers consider digital solutions more responsive 40% prefer digital solutions to human contact
![Page 12: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/12.jpg)
Omni-Channel
Combined / blended strategies Identify segments and preferences – not one size for allAllow fluid movement between channels Information tagged to total journey Comprehensive staffing approach Blended reporting
![Page 13: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/13.jpg)
Live video in action In addition to the streaming tutorial approach Let the customer chooseOne-way OK, more value seeing than showing Images of problems – customer view Images of options / products – company view Beware the impact of distractions
![Page 14: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/14.jpg)
Reporting Analytics Length of time on contact Speed of answer – from customer point of view First contact resolution Customer satisfaction – actual rather than statisticalMine the results for trends and learning opportunities Predictive analytics
![Page 15: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/15.jpg)
Dashboard Use
Should be actionable data Will agents behave differently? Will supervisors invoke a change?
Results tied to measurements and rewards
![Page 16: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/16.jpg)
Speech Analytics Suggested resources and responses Supervisor assistance situations Quality Monitoring scoring Agent training Trend analysis and stats gathering Compliance searching
![Page 17: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/17.jpg)
Personalization
Individual routing rules Customer choice Preferred agent (not just preferred groups)Multi-media consistency
![Page 18: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/18.jpg)
Leverage Knowledge
Most recent transaction Previous agent Pending transactions Preferences and habits Recent social media activity
![Page 19: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/19.jpg)
Personality matching
Agent profile Caller profile based on access & caller-ID Caller profile – per CRM information Information gained from social media mining
![Page 20: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/20.jpg)
Call-Back Winners
Queued call back Scheduled call backDropped call / accidental disconnect call back Call back after abandoned?
Not a substitute for proper staffing
![Page 21: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/21.jpg)
IVR & Menus
Automate for the customer, not the business Limit levels and selection choicesDon’t add unnecessary information Pay attention to phonetics and linguistics Don’t prevent live agent help Consider visual IVR menus on mobile devices
![Page 22: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/22.jpg)
Self Service and BotsArtificial intelligence
improvements will help change how we interact
with an organization
![Page 23: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/23.jpg)
Bad Bots
Pretend to be humanMisunderstands requests Try to do too much Won’t stop or let the customer out to live help Implemented to help the business instead of the client
![Page 24: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/24.jpg)
Good Bots … Solve problems / provide answers promptly Can take proper action (for standard requests)Quickly route calls, accurately Can automate the authentication process Track the journey, passing off to agent when neededAre optional, not forced
![Page 25: Turning Features and Functions into Customer Experience ...s3.amazonaws.com/.../15170/...Customer_Experiences.pdf · Customer Experience Best Practices J.R. Simmons, President](https://reader034.vdocuments.mx/reader034/viewer/2022043000/5f77af10c849913ada2c55fe/html5/thumbnails/25.jpg)
Properly implementing technology based on
customer needs is the key
Buying technology will not improve customer service