social customer service (january 22, 2015)

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Social Customer Service Engaging with more customers more effectively and efficiently while driving loyalty

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Page 1: Social Customer Service (January 22, 2015)

Social Customer Service Engaging with more customers more effectively and efficiently while driving loyalty

Page 2: Social Customer Service (January 22, 2015)

• Why is social customer service increasing in importance & priority

• Why is social care hard?

• How can partners add value? What’s the opportunity?

• Case study: how did Accenture help KLM implement a world-class customer care offering?

• What does the social customer service solution actually do?

• Give you resources and answers to your questions

Questions: in GotoWebinar Chat or, make it social with #socialcarelive on Twitter

What You Should Get Out of our Presentation

Page 3: Social Customer Service (January 22, 2015)

Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of

the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking

statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service

availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future

operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of

our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service,

new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or

delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and

acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and

manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization

and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our

annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and

others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be

delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available.

Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Page 4: Social Customer Service (January 22, 2015)

Brett Weigl Director, Product Management

Service Cloud @brettweigl

Page 5: Social Customer Service (January 22, 2015)

Social Media Has Changed the Way We Service Our Customers

A New Era For Customer Care

Page 6: Social Customer Service (January 22, 2015)

Within a few days or so

Within 5 minutes

Within 15 minutes

Within 30 minutes

Within one hour

More than one hour, but later

same day

From days to hours to now minutes and seconds…

The Customer’s Expectations Are Changing, too.

How soon after you contact a brand on social media do you expect a response?

Source: Edison Research

Page 7: Social Customer Service (January 22, 2015)

Social agents are able to handle 4-8 times more

issues/hour than phone agents (Gartner)

Preemptive SCS (reaching out) can reduce call

volumes 30% and increase customer retention 3-

5% (Enkata)

SCS costs 1/6th the cost of phone interactions,

1/3-1/5 the cost of email interactions (NM Incite)

Is SCS a big deal? These stats speak for themselves.

Social Customer Service (SCS)

Page 8: Social Customer Service (January 22, 2015)

@NTO_help every time I order

camping gear from you I don’t

get it on time #fail

Scott McCorkle @SMcCorkle

Looks Simple From the Outside…

@smccorkle I fixed the problem!

Have a nice day. ^JE

NTO Helps! @NTO_Help

Page 9: Social Customer Service (January 22, 2015)

8,000+ followers

@NTO_help every time I

order camping gear from you I

don’t get it on time #fail

Scott McCorkle @SMcCorkle

But Actually Quite Complex and Unique

Page 10: Social Customer Service (January 22, 2015)

The Real Challenge

Page 11: Social Customer Service (January 22, 2015)

Chad Schaeffer Social Customer Service Specialist

Salesforce Professional Services

@chadschaeffer - #socialcustcaretip Social Customer Service Blog: https://chadschaeffer.wordpress.com/

Page 12: Social Customer Service (January 22, 2015)

Assessing Potential Opportunities to Help Customers

Calls out BMW for

terrible customer

service

Cost of poor social

customer care? $41k

No response from

BMW, has quote from

Mercedes

Page 13: Social Customer Service (January 22, 2015)

Industry Average Yearly Volume

(YoY Jan ‘14 –’15)

Representative Companies

Retail +57% Nike, Wal-Mart, Amazon, Best Buy, Zappos

Consumer Tech +42% Microsoft, Spotify, Netflix, Samsung, Sony

Playstation, Activision

Airlines +51% American/US Airways, KLM, Delta, United, JetBlue

Financial Services +32% BofA, AmEx, Chase, Wells Fargo, Citi

Telecommunications +100% Verizon, Sprint, AT&T, Vodafone,

TimeWarner/Comcast

Yearly Volume Increase for Service-Focused Twitter Accounts

Social Customer Service Adoption

Page 14: Social Customer Service (January 22, 2015)

Basic Social Forensics

Volume and when they launched

Are they responding, quality of responses

Number of agents, brands, languages

Are they already using Radian6/Social Studio

Automation could be key based on type/severity of contacts

Would they benefit from cross channel reports/resolution

Are they interested in creating social ids and linking to customer ids

Page 15: Social Customer Service (January 22, 2015)

Common Discovery Questions

1. Strategy - Tell me about your social customer service strategy (are they thinking about

retention, customer engagement, integrating social into the contact center)

2. Operations - Volume, Brands, Languages, Agents, In/Out Sourced, Social vs Call Center

3. Listening – Managed Accounts, Broad Listening, Non-FB/TW, Communities

4. Workflow - Are you currently prioritizing social interactions and categorizing them for

reporting? i.e. By FB/TW, Brand/Product, Language/Region, Severity, Influencers

5. Engagement – What are your current engagement guidelines, do you resolve publicly,

how to handle direct/private messages, transition to other channels outside of social?

6. Reporting - What current metrics are you capturing in social care? CSAT/NPS,

volume/issue trends, response times, productivity, day/hour inbound volume, engagements

7. Governance - Do you current have a social media governance program or playbook in

place for customer care?

8. Service Cloud – Customization, Testing, Training, GoLive, PM Methodology, Certs

Page 16: Social Customer Service (January 22, 2015)

Two Paths to Market

300 FY15 Open SC Opptys

Social Care Adds $150k in Pro

Services to Every Oppty

$4.5M Opportunity at 10%

Attach Rate

500 Target Accounts with

Service Cloud

Social Care Adds $150k in Pro

Services to Every Oppty

$7.5M Opportunity at 10%

Attach Rate

Attach to

Existing Service Cloud Projects

*Examples

Go Back to

Past Implementations

*Examples

Page 17: Social Customer Service (January 22, 2015)

Social Care Implementation Packages (Examples)

Small Medium Large

Engagement

Description &

Deliverables

• Volume

• Cases – Less than 35,000

• Agents – 4-8

• Brands/Divisions - 1

• Languages – 1 (English)

• Regions – 1 (USA)

• Integration to Service Cloud – Yes

• Agile Methodology - Maybe

• Requirements & Playbook – 7 Days

• Testing & Training Support – 7 days

• Go-Live Support – 5 Days

• Project Management – 10%

• Object Assignment Engine - No

• Configuration

• Topic Profiles/Managed

Accounts – 3-4

• Social Hub Rules – 7

• Reports – Less than 10

• Volume

• Cases – Less than 150,000

• Agents – 8-25

• Brands/Divisions – 1-3

• Languages – 1-2

• Regions – 1-2

• Integration to Service Cloud – Yes

• Agile Methodology - Yes

• Requirements & Playbook – 15 Days

• Testing & Training Support – 13 days

• Go-Live Support – 8 Days

• Project Management – 15%

• Object Assignment Engine - No

• Configuration

• Topic Profiles/Managed

Accounts – 5-10

• Social Hub Rules – 15

• Reports – Less than 20

• Volume

• Cases – 150,000+

• Agents – 25+

• Brands/Divisions – 3+

• Languages – 2+

• Regions – 2+

• Integration to Service Cloud – Yes

• Agile Methodology - Yes

• Requirements & Playbook – 20 Days

• Testing & Training Support – 28 Days

• Go-Live Support – 18 Days

• Project Management – 20%

• Object Assignment Engine - Maybe

• Configuration

• Topic Profiles/Managed Accounts

– 10-20

• Social Hub Rules – 50

• Reports – Less than 35

Duration 4-8 Weeks 10–12 weeks 16-20 weeks

Page 18: Social Customer Service (January 22, 2015)

Not the Complaint Department, Social Care Drives Sales

Page 19: Social Customer Service (January 22, 2015)

Future of Social Customer Service • Customer intelligence delivered with social post

• Is tweet/post from a customer or a prospect

• Personal sentiment score, is person an advocate/detractor

• How often does customer interact socially w/brand

• Social Customer Care integrating into the overall customer journey

• Customer complained, enter them into an email retention campaign

• Customer praised recent purchase, notification from mobile app for digital coupon for complimentary product

• Customer posts about loving new candle, FB ad for more candles

• Social ID & Customer ID Integration

• Requires business process change, learn from email

• Social collection campaigns, social sign in

• Contact Center maturity applied to social channel

• Hiring, Quality, Coaching, Metrics, Certifications

• Social Customer Care professional community growth and engagement

• Need to connect, benchmark, network and help each other

Page 20: Social Customer Service (January 22, 2015)

KLM has 200+ dedicated social customer care employees

They endeavor to respond within 60 minutes, average reply time is ~50 minutes

They post expected reply time on Twitter, and update that every 5 minutes

Social Customer Service in 14 different languages

Flight attendants stay connected on board with iPads

Social Customer Service Done Right

Page 21: Social Customer Service (January 22, 2015)

Omar Oualif Consultant, Accenture

@omaroualif

Page 22: Social Customer Service (January 22, 2015)

Challenges

• Agents need to use different systems to provide a relevant feedback to passengers

• 10 clicks in average before answering the customer

• 7 minutes average between the customer posts on social network and creation in Salesforce

• Different sources of articles and FAQs

• Social media servicing is disconnected from daily operations (flight status for instance)

• Challenging collaboration between worldwide servicing teams (Europe and Asia)

Page 23: Social Customer Service (January 22, 2015)

Expectations – Social Customer Service

Outcomes

Radian6 and Social hub integration • Ability to listen and engage on more channels in the future • Real-time conversations • Process automation (Language assignment for instance)

Speed

Service Cloud console + Case feed • Eliminate time-consuming clicking • Dashboard overview of the conversations and related items • Collaborate as a team

Productivity

Knowledge • Smart knowledge articles based on customer cases • Suggested resolutions based on the customers cases • Similar cases

Efficiency

Features

Back-end intelligence data (Accordeon) • Enhance the agent experience • Reduce the amount of conversations • Move to a predictive model analysis

Predictive servicing

Page 24: Social Customer Service (January 22, 2015)

High-level architecture – Salesforce Social Customer Service

Page 25: Social Customer Service (January 22, 2015)

SCS Embedded in Service Cloud Console

Page 26: Social Customer Service (January 22, 2015)

January February March April May June

Rollout Plan – KLM Social Customer Service

Analyze

Analyze

Build (Twitter)

Design Pilot TW Go-live

Build (Facebook)

Design

Training

Back-End Systems integration

Pilot FB Go-live

Global Go-live

Page 27: Social Customer Service (January 22, 2015)

Benefits

29

• Reduce the listening speed to 4 minutes average

• Ease of adding new social accounts and channels

• Reduced number of clicks to 2 (instead of 10)

• Better understanding of the passenger information, his preference and loyalty programs

• Better collaboration between different KLM services worldwide

Page 28: Social Customer Service (January 22, 2015)

Brett Weigl Director, Product Management

Service Cloud @brettweigl

Page 29: Social Customer Service (January 22, 2015)

• Listen: Social Care Channels

• Route: Data Enrichment &

Routing with Social

Automation

• Respond: Service Cloud

Agent Console

Salesforce Social Customer Service?

Page 30: Social Customer Service (January 22, 2015)

Data Sources

Social Customer Service Essentials

Agent Environment Measurement

• Owned properties

• Proactive

searches

• Automated vs.

manual?

• Triage

• Work queues

• Responses

• Case history

• Dispositioning

• Response time

• Agent efficiency

• Volume

• Sentiment

Page 31: Social Customer Service (January 22, 2015)

Social Studio Service Cloud

Listening

+

Accounts

Manual/Eng

age

Automation/

Social Hub

Publisher Console &

Case Feed

Apex

Logic

Standard

Objects

How Does the Data Flow?

Page 32: Social Customer Service (January 22, 2015)

Demo Using Service Cloud with Social Studio to power Social Care

Page 33: Social Customer Service (January 22, 2015)

What Do I Need To Deploy SCS?

• Service Cloud seat licenses for your

agents

• Editions Supported:

• Enterprise

• Unlimited

• Performance

• Social Studio Subscription

• Listen

• Engage

• Managed Accounts

• Social Hub Automation

For smaller deployments,

consider SCS Starter Pack

Page 34: Social Customer Service (January 22, 2015)

Areas Where Partners Can Add Value

● Social Strategy

● Listening Rules Design

● Service Agent Experience

● Inbound Logic (Apex)

● Other Workflow

● Dashboards & Reporting

● Pilot/Go-Live Support

● Provide Response Teams

● Training Services

Page 35: Social Customer Service (January 22, 2015)

Questions & Resources

Social Customer Service Success Community group

SCS Implementation guide

8 Steps to Transformational Social Customer Service E-Book

REMEMBER: You can ask questions in GoToWebinar chat or Twitter #socialcarelive

Ways to Learn More About Social Customer Service

Page 36: Social Customer Service (January 22, 2015)

Thank you