the effortless experience with matt dixon

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Create a Call Center in 5 Minutes www.talkdesk.com Matt Dixon Executive Director, CEB Author of The Effortless Experience: Conquering the New Battleground of Customer Loyalty How your brand can start making life easier for your customers. The Effortless Experience lkdesk Customer Experience Webinar Series

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Page 1: The Effortless Experience with Matt Dixon

Create a Call Center in 5 Minuteswww.talkdesk.com

Matt DixonExecutive Director, CEBAuthor of The Effortless Experience: Conquering the New Battleground of Customer Loyalty

How your brand can start making life easier for your customers.

The Effortless Experience

Talkdesk Customer Experience Webinar Series

Page 2: The Effortless Experience with Matt Dixon

The Effortless ExperienceConquering the New Battleground

for Customer Loyalty

Matt DixonExecutive Director, CEB

Page 3: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

HAVE YOU SEEN THIS GIRAFFE?

Page 4: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THE MOMENT OF “WOW”

Page 5: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THREE QUESTIONS THAT GUIDED OUR RESEARCH

Page 6: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THREE QUESTIONS THAT GUIDED OUR RESEARCH

What impact DO customer service interactions have on a customer’s future loyalty?

1

Page 7: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THREE QUESTIONS THAT GUIDED OUR RESEARCH

What impact DO customer service interactions have on a customer’s future loyalty?

1 2

What are the things customer

service can do to DRIVE loyalty?

Page 8: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THREE QUESTIONS THAT GUIDED OUR RESEARCH

What impact DO customer service interactions have on a customer’s future loyalty?

1

What are the things customer

service can do to DRIVE loyalty?

2

How can service improve loyalty

while still REDUCING

operating costs?

3

Page 9: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

Page 10: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

WHAT IS LOYALTY?

■ Repurchase

■ Word of Mouth

■ Share of Wallet

Page 11: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

WHAT IS LOYALTY?

■ Repurchase

■ Share of Wallet

■ Word of Mouth

The TRUEST TEST of loyalty is

when something goes WRONG.

Page 12: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

OUR STUDY IN BRIEF

Page 13: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

OUR STUDY IN BRIEF

■ 125,000+ customers

Page 14: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

OUR STUDY IN BRIEF

■ 125,000+ customers

■ 5,000+ customer service reps

Page 15: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

OUR STUDY IN BRIEF

■ 125,000+ customers

■ 5,000+ customer service reps

■ 100+ companies

Page 16: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

OUR STUDY IN BRIEF

■ 125,000+ customers

■ 5,000+ customer service reps

■ 100+ companies

3 major findings

Page 17: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

FINDING 1: DELIGHT DOESN’T PAY

Page 18: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

FINDING 1: DELIGHT DOESN’T PAY

Less Loyal

More Loyal

Below Customer

Expectations

Meets Customer

Expectations

Exceeds Customer

Expectations

The Perception

Page 19: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

FINDING 1: DELIGHT DOESN’T PAY

Less Loyal

More Loyal

Below Customer

Expectations

Meets Customer

Expectations

Exceeds Customer

Expectations

The Perception

The Reality

Page 20: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

FINDING 1: DELIGHT DOESN’T PAY

Less Loyal

More Loyal

Below Customer

Expectations

Meets Customer

Expectations

Exceeds Customer

Expectations

The Perception

The Reality

• “Delight” only happens 16% of the time• “Delight” increases operating costs 10-20%

Page 21: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

FINDING 2: SERVICE DRIVES DISLOYALTY

Page 22: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

FINDING 2: SERVICE DRIVES DISLOYALTYCustomer Service Impact on Loyalty

1.00x

3.97x

More Loyal

More Disloyal

Source: CEB analysis.

Page 23: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

1.00x

3.97x

More Loyal

More Disloyal

Drivers of Disloyalty

■Repeat contacts

■Channel switching

■Transfers

■Repeating information

■Robotic service

■Policies and processes customers have to endure

■“Hassle factor”

FINDING 2: SERVICE DRIVES DISLOYALTY

Customer Service Impact on Loyalty

Source: CEB analysis.

Page 24: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

1.00x

3.97x

More Loyal

More Disloyal

Drivers of Disloyalty

■Repeat contacts

■Channel switching

■Transfers

■Repeating information

■Robotic service

■Policies and processes customers have to endure

■“Hassle factor”

Customer Effort

FINDING 3: MITIGATE DISLOYALTY BY REDUCING EFFORT

Customer Service Impact on Loyalty

Source: CEB analysis.

Page 25: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THE BUSINESS CASE FOR THE EFFORTLESS EXPERIENCE

Page 26: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THE BUSINESS CASE FOR THE EFFORTLESS EXPERIENCE

Low Effort High Effort

Repurchase

94%

4%

Source: CEB analysis.

Page 27: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THE BUSINESS CASE FOR THE EFFORTLESS EXPERIENCE

Low Effort High Effort

88%

4%

Low Effort High Effort

Repurchase

94%

4%

Source: CEB analysis.

Increased Spend/Share of Wallet

Page 28: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THE BUSINESS CASE FOR THE EFFORTLESS EXPERIENCE

Low Effort High Effort

1%

81%Low Effort High Effort

88%

4%

Low Effort High Effort

Repurchase

94%

4%

Source: CEB analysis.

Increased Spend/Share of Wallet

Negative WOM

Page 29: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THE BUSINESS CASE FOR THE EFFORTLESS EXPERIENCE

Low Effort High Effort

1%

81%Low Effort High Effort

88%

4%

Low Effort High Effort

Repurchase

94%

4%

Low-Effort Experience

High-Effort Experience

Overall Disloyalty

9%

96%

Source: CEB analysis.

Increased Spend/Share of Wallet

Negative WOM

Page 30: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THE FOUR PILLARS OF LOW-EFFORT SERVICE

Page 31: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THE FOUR PILLARS OF LOW-EFFORT SERVICE

Frontline ControlExperience Engineering

Next Issue AvoidanceChannel Stickiness

Page 32: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THE FOUR PILLARS OF LOW-EFFORT SERVICE

Frontline ControlExperience Engineering

Next Issue AvoidanceChannel Stickiness

Page 33: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THE FOUR PILLARS OF LOW-EFFORT SERVICE

Frontline ControlExperience Engineering

Next Issue AvoidanceChannel Stickiness

Page 34: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THE FOUR PILLARS OF LOW-EFFORT SERVICE

Frontline ControlExperience Engineering

Next Issue AvoidanceChannel Stickiness

Page 35: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

#customereffort

THE FOUR PILLARS OF LOW-EFFORT SERVICE

Frontline ControlExperience Engineering

Next Issue AvoidanceChannel Stickiness

Page 36: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

4%

67%

THE CUSTOMER EFFORT SCORE 2.0

…and a way for service functions to positively impact Net Promoter Score®

A great way for service functions to detect potential disloyalty…

Strongly Disagree

Disagree Somewhat Disagree

Neither Agree Nor Disagree

Somewhat Agree

Agree Strongly Agree

The company made it easy for me to handle my issue

Overall Disloyalty Percent of Detractors

High EffortLow EffortHigh EffortLow EffortSource: CEB analysis.

9%

96%

@CEB_Effortless

Page 37: The Effortless Experience with Matt Dixon

© 2013 The Corporate Executive Board Company. All Rights Reserved. SEC7385113SYN

To get a copy of this presentation, email us at

[email protected]

To learn more about reducing customer effort, visit us at

ceburl.com/CEN

@CEB_Effortless @matthewxdixon

www.youtube.com/CEB

The Effortless Experience from CEB

Page 38: The Effortless Experience with Matt Dixon

www.talkdesk.comCreate a Call Center in 5 Minutes

Improve Customer Satisfaction with Phone Support

Blaire Fernandez

Director of Customer Success

Page 39: The Effortless Experience with Matt Dixon

www.talkdesk.comCreate a Call Center in 5 Minutes

Customers are mobile and use real-time, personalized services and demand real-time and personalized support and

customer service when issues arise.

Customer service expectations have changed

Page 40: The Effortless Experience with Matt Dixon

www.talkdesk.comCreate a Call Center in 5 Minutes

Real-time, personalized conversations with customers: no hardware, coding or downloads

Talkdesk: Browser-based call center

Integrate with top business

tools

Easy to deploy, manage

and maintain

Empowers agents with

intuitive technology

Automated workflows

drive productivit

y

Page 41: The Effortless Experience with Matt Dixon

www.talkdesk.comCreate a Call Center in 5 Minutes

Talkdesk helps growing companies provide superior customer service

Our customers

Page 42: The Effortless Experience with Matt Dixon

Create a Call Center in 5 Minuteswww.talkdesk.com

Matt DixonGroup Leader, CEBAuthor of The Effortless Experience: Conquering the New Battleground of Customer Loyalty

How your brand can start making life easier for your customers.

The Effortless Experience

Talkdesk Customer Experience Webinar Series

Q&A