richard thomas, outbox @ tmt.customerexperience'13

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Can CRM drive the Cross-Channel Customer Experience? TMT.CustomerExperience’13, Warsaw 13-06-2013

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Can CRM really drive the cross-channel customer experience? @ Richard Thomas, Outbox, presentation at TMT.CustomerExperience'13 Warsaw

TRANSCRIPT

Page 1: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Can CRM drive the Cross-Channel

Customer Experience?

TMT.CustomerExperience’13, Warsaw 13-06-2013

Page 2: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Introducing Outbox

Outbox is a leading consultancy delivering innovative IT solutions to boost Customer Experience through personalisation, social relationships empowerment and world class CRM.

© Outbox | 16 kwietnia 2013

Outbox combines world-class technical skills with a high-integrity work ethic to capture the real value of the latest applications.

Page 3: Richard Thomas, Outbox @ TMT.CustomerExperience'13

What do we mean by Customer Experience?

© Outbox | 16 kwietnia 2013

Customer Experience is the sum

of all experiences a customer has

with a supplier of goods and

services over the duration of a

transaction, or during their

relationship with that supplier,

from awareness, discovery,

attraction, interaction, purchase,

use, cultivation, and advocacy

Page 4: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Business Opportunity of Customer Experience

© Outbox | 16 kwietnia 2013

Over 5 years the Customer Experience leader

portfolio generated:

27% better returns than the S&P 500 Index

128% better returns than Customer Experience

Laggard portfolio

better annual returns than the S&P 500 Index,

in 4 out of 5 years

Page 5: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Cross-Channel Customer Experience

© Outbox | 16 kwietnia 2013

Page 6: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Leveraging CRM to drive Cross-Channel CX

© Outbox | 16 kwietnia 2013

Customer

Relationship

Management

Customer

Profile

&

Account

Management

SFA

&

Order

Management

Inquiry

&

Problem

Management

Contact

&

Multi-Channel

Management

Offer &

Marketing

Campaign

Management

Loyalty

&

Retention

Lead

&

Territory

Management

Reporting

&

Business

Intelligence

Page 7: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Loyalty & Retention

© Outbox | 16 kwietnia 2013

Customer

Relationship

Management

Customer

Profile

&

Account

Management

SFA

&

Order

Management

Inquiry

&

Problem

Management

Contact

&

Multi-Channel

Management

Offer &

Marketing

Campaign

Management

Loyalty

&

Retention

Lead

&

Territory

Management

Reporting

&

Business

Intelligence

Page 8: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Trends in Customer Experience and Loyalty

© Outbox | 16 kwietnia 2013

Customer Experience leaders have:

19.5% more customers likely to

recommend them

19.2% more customers reluctant to

buy elsewhere

18.4% more customers willing to do

repeat business

Page 9: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Innovations in Loyalty & Retention

© Outbox | 16 kwietnia 2013

Gamification

Page 10: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Innovations in Loyalty & Retention

© Outbox | 16 kwietnia 2013

Mobile loyalty

Replacement for physical loyalty

card

Real-time rewards and offers based

on geolocation services or in-store

touchpoints

Can be extended to include mobile

wallet (e.g. QR codes payments)

Page 11: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Customer Profile Management

© Outbox | 16 kwietnia 2013

Customer

Relationship

Management

Customer

Profile

&

Account

Management

SFA

&

Order

Management

Inquiry

&

Problem

Management

Contact

&

Multi-Channel

Management

Offer &

Marketing

Campaign

Management

Loyalty

&

Retention

Lead

&

Territory

Management

Reporting

&

Business

Intelligence

Page 12: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Customer Profile Management

© Outbox | 16 kwietnia 2013

360o

Have you really done this….?

Page 13: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Customer Profile Management

© Outbox | 16 kwietnia 2013

Meet the Expectations of Different Customers

Millennial Generation

Generation X

Generation Y

Baby Boomers

Page 14: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Customer Profile Management

© Outbox | 16 kwietnia 2013

Understand what each of your customer segments wants from

your business

Agree on desired customer behaviours and what the Customer

Experience will be from the customer’s perspective

Design the Customer Experience for each segment

Implement the business rules support those Customer

Experiences across all channels; e.g.

online navigation

call centre routing

Page 15: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Inquiry & Problem Management

© Outbox | 16 kwietnia 2013

Customer

Relationship

Management

Customer

Profile

&

Account

Management

SFA

&

Order

Management

Inquiry

&

Problem

Management

Contact

&

Multi-Channel

Management

Offer &

Marketing

Campaign

Management

Loyalty

&

Retention

Lead

&

Territory

Management

Reporting

&

Business

Intelligence

Page 16: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Inquiry & Problem Management

© Outbox | 16 kwietnia 2013

Social Monitoring Use artificial intelligence to detect angry or

unhappy customers and take direct action

Monitor pervasive mood across the internet

Page 17: Richard Thomas, Outbox @ TMT.CustomerExperience'13

© Outbox | 16 kwietnia 2013

Peer to Peer Support Empower customers to share their

experience, ideas and advice

Leverage user-generated content

to service other customer

Gamify support with status and

achievements

Link it loyalty by rewarding

customer participation and

expertise

Inquiry & Problem Management

Page 18: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Leveraging CRM to drive Cross-Channel CX

© Outbox | 16 kwietnia 2013

Customer

Relationship

Management

Customer

Profile

&

Account

Management

SFA

&

Order

Management

Inquiry

&

Problem

Management

Contact

&

Multi-Channel

Management

Offer &

Marketing

Campaign

Management

Loyalty

&

Retention

Lead

&

Territory

Management

Reporting

&

Business

Intelligence

Page 19: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Contact & Multi-Channel Management

© Outbox | 16 kwietnia 2013

Customer

Relationship

Management

Customer

Profile

&

Account

Management

SFA

&

Order

Management

Inquiry

&

Problem

Management

Contact

&

Multi-Channel

Management

Offer &

Marketing

Campaign

Management

Loyalty

&

Retention

Lead

&

Territory

Management

Reporting

&

Business

Intelligence

Please download our white paper which discusses:

Mobile channels

Touchable technology

Design optimisation

Page 20: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Offer & Order Management

© Outbox | 16 kwietnia 2013

Customer

Relationship

Management

Customer

Profile

&

Account

Management

SFA

&

Order

Management

Inquiry

&

Problem

Management

Contact

&

Multi-Channel

Management

Offer &

Marketing

Campaign

Management

Loyalty

&

Retention

Lead

&

Territory

Management

Reporting

&

Business

Intelligence

Please watch our YouTube video demonstrating

Cross-Channel Order Capture for Oracle Fusion CRM

Page 21: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Leveraging CRM to drive Cross-Channel CX

© Outbox | 16 kwietnia 2013

Customer

Relationship

Management

Customer

Profile

&

Account

Management

SFA

&

Order

Management

Inquiry

&

Problem

Management

Contact

&

Multi-Channel

Management

Offer &

Marketing

Campaign

Management

Loyalty

&

Retention

Lead

&

Territory

Management

Reporting

&

Business

Intelligence

For more information on everything presented today

please download our CX white paper:

Page 22: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Outbox Resources

© Outbox | 16 kwietnia 2013

Page 23: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Business response to Customer Experience

© Outbox | 16 kwietnia 2013

Appoint a Customer Experience owner (CCXO)

Define your key Customer Experience metrics

Identify and capitalize on unmet expectations

Identify silos within your company and start developing

infrastructure that allows knowledge sharing and smart

communication across organizational boundaries

Leverage your existing CRM investment and identify

further transformation opportunities

Page 24: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Outbox profile

© Outbox | 16 kwietnia 2013

Polish company established in 2005

Integrator in CRM, ESB & BPM

#1 CRM systems integrator in Poland and CEE

Implemented CRM solutions in CEE, EMEA and US

Telco, banking, insurance and general business

Over 350 consultants

Offices in Poland, UK, France

Partner with leading CRM technology providers

Page 25: Richard Thomas, Outbox @ TMT.CustomerExperience'13

Thank you !

© Outbox | 16 kwietnia 2013

Richard Thomas Oracle CRM Applications Director [email protected]