the secret sauce of customer service channel preferences

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1 PROPRIETARY &

CONFIDENTIAL

THE SECRET SAUCE OF

CUSTOMER SERVICE

CHANNEL PREFERENCES

Thank you for joining us. We will begin promptly at

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2 PROPRIETARY &

CONFIDENTIAL

• Submit questions via the Chat

panel and Twitter - @MoxieSoft

and @KateLeggett

• Session is being recorded and

link will be sent to participants

THANK YOU FOR JOINING

Speakers

Kate Leggett, Forrester Research, Inc.

Nikhil Govindaraj, Moxie Software

© 2012 Forrester Research, Inc. Reproduction Prohibited 3 © 2009 Forrester Research, Inc. Reproduction Prohibited

The Secret Sauce Of Customer Service Channel Preference April 9, 2013

Kate Leggett, Principal Analyst

Forrester Research

© 2012 Forrester Research, Inc. Reproduction Prohibited 4

Companies

view customer

experience as

one of their top

priorities

Use customer

experiences as

a competitive

differentiator

The State Of Customer Experience, Management, 2013

© 2012 Forrester Research, Inc. Reproduction Prohibited 5 © 2012 Forrester Research, Inc. Reproduction Prohibited

Few companies deliver an outstanding customer experience

Source: January 15, 2013, “The State Of Customer Experience, 2013” Forrester report

© 2012 Forrester Research, Inc. Reproduction Prohibited 6

Good customer experiences are good for business

© 2012 Forrester Research, Inc. Reproduction Prohibited 7

Customer service managers agree that customer experience is important

© 2012 Forrester Research, Inc. Reproduction Prohibited 8

Cost

Customer

satisfaction and

loyalty Revenue

Compliance

It is increasingly difficult to deliver good customer service as the customer service leader must balance customer needs with business needs

© 2012 Forrester Research, Inc. Reproduction Prohibited 9

Customers want support when they want

it, where they want it, and how they want

it. Otherwise it will be hard to keep them.

© 2012 Forrester Research, Inc. Reproduction Prohibited 10

Fifty-two percent of consumers agree: “I am very likely to abandon my online purchase if I cannot find a quick answer to my questions”

Source: Understand Communication Channel Needs To Craft Your Customer Service Strategy, March 2013

© 2012 Forrester Research, Inc. Reproduction Prohibited 11

Seventy-one percent of consumers agree: “Valuing my time is the most important thing a company can do to provide me with good customer service”

Source: Understand Communication Channel Needs To Craft Your Customer Service Strategy, March 2013

© 2012 Forrester Research, Inc. Reproduction Prohibited 12

“I prefer to use online customer service rather than rather than speak to a live person on the telephone”

33% of consumers agree

Source: Understand Communication Channel Needs To Craft Your Customer Service Strategy, March 2013

© 2012 Forrester Research, Inc. Reproduction Prohibited 13

Customers want to use a range of channels

© 2012 Forrester Research, Inc. Reproduction Prohibited 14

Channel usage varies by demographic

© 2012 Forrester Research, Inc. Reproduction Prohibited 15

But customer satisfaction over many channels miss the mark

© 2012 Forrester Research, Inc. Reproduction Prohibited 16

Channels have varied satisfaction ratings

© 2012 Forrester Research, Inc. Reproduction Prohibited 17

Channels have varied satisfaction ratings

© 2012 Forrester Research, Inc. Reproduction Prohibited 18

Channels have varied satisfaction ratings

!

!

© 2012 Forrester Research, Inc. Reproduction Prohibited 19

Channels have varied satisfaction ratings

© 2012 Forrester Research, Inc. Reproduction Prohibited 20

Your customers switch to more expensive channels when the online interactions lets them down

August 2012 “Websites That Don’t Support Customers Waste Millions”

© 2012 Forrester Research, Inc. Reproduction Prohibited 21

And your customers talk negatively about your brand which is amplified with social technologies

© 2012 Forrester Research, Inc. Reproduction Prohibited 22

Take a step back and think about the journey that customers expect to have with a company

© 2012 Forrester Research, Inc. Reproduction Prohibited 23 www..com

Most of the time this journey is fractured. Why?

© 2012 Forrester Research, Inc. Reproduction Prohibited 24 © 2012 Forrester Research, Inc. Reproduction Prohibited

Companies are not investing in shoring up the foundations of good interactions

2%

3%

10%

12%

15%

17%

27%

28%

28%

29%

31%

35%

35%

36%

40%

Other

Don't know

None of the above

Multimodal support such as mobile SMS and video

Contact center managed services

Add speech-recognition applications to IVR

UC integration for presence and access to others (e.g.,…

Upgrade the contact center to VoIP

Social media support

Proactive outbound notification (SMS, email, voice, social…

Upgrade interactive voice response (IVR)

Multichannel integration (such as web, email, text, video,…

Workforce optimization

Computer telephony integration (CTI)

Support for home workers

Source: Forrsights Networks And Telecommunications Survey, Q1 2012

Base: 346 North American and European Network and Telecommunication Decision-makers

© 2012 Forrester Research, Inc. Reproduction Prohibited 25 www.astutesolutions.com

Most companies are a mess of disconnected technology

© 2012 Forrester Research, Inc. Reproduction Prohibited 26 © 2012 Forrester Research, Inc. Reproduction Prohibited

Knowledge is everywhere

Email

© 2012 Forrester Research, Inc. Reproduction Prohibited 27 © 2012 Forrester Research, Inc. Reproduction Prohibited

The volume of social inquiries and comments overwhelm companies

© 2012 Forrester Research, Inc. Reproduction Prohibited 28 © 2012 Forrester Research, Inc. Reproduction Prohibited

Companies offer more customer touchpoints than ever before, with inconsistent content and experiences

© 2012 Forrester Research, Inc. Reproduction Prohibited 29

Customer service metrics don’t drive the right behavior

© 2012 Forrester Research, Inc. Reproduction Prohibited 30

Customer service organizations don’t own all the touchpoints used for customer service

© 2012 Forrester Research, Inc. Reproduction Prohibited 31 © 2012 Forrester Research, Inc. Reproduction Prohibited

What can you do to make your customer service better?

“I know how I want to deliver good

customer but I don’t know where to

start.”

Service Manager

Customers

© 2012 Forrester Research, Inc. Reproduction Prohibited 32

Start by understanding who your customers are

33 PROPRIETARY &

CONFIDENTIAL

UNDERSTAND THE CUSTOMER JOURNEY • Channel of

choice

• Fast answers

• Operational

efficiency

© 2012 Forrester Research, Inc. Reproduction Prohibited 34

Standardize the processes across the interaction channels

35 PROPRIETARY &

CONFIDENTIAL 35 PROPRIETARY &

CONFIDENTIAL

MOXIE CUSTOMER SUCCESS

Live Chat has

highest C-SAT

score, and

web self-service

usage up 50%

© 2012 Forrester Research, Inc. Reproduction Prohibited 36

Empower your agents with customer history

37 PROPRIETARY &

CONFIDENTIAL 37 PROPRIETARY &

CONFIDENTIAL

MOXIE CUSTOMER SUCCESS

Increased

productivity by

30% & reduced

costs by 38%

© 2012 Forrester Research, Inc. Reproduction Prohibited 38

Deliver consistent knowledge strategy across all touchpoints

39 PROPRIETARY &

CONFIDENTIAL 39 PROPRIETARY &

CONFIDENTIAL

MOXIE CUSTOMER SUCCESS

Single suite of

products for

consistent answers

across channels

© 2012 Forrester Research, Inc. Reproduction Prohibited 40 © 2012 Forrester Research, Inc. Reproduction Prohibited

Use a balanced scorecard of metrics to measure operations

© 2012 Forrester Research, Inc. Reproduction Prohibited 41 © 2012 Forrester Research, Inc. Reproduction Prohibited

Focus on people, process and technology to move the needle on online customer service experiences

© 2009 Forrester Research, Inc. Reproduction Prohibited

Thank you

Kate Leggett

+1 (650) 269-8658

Twitter: @kateleggett

Blog:http://blogs.forrester.com/ kate_leggett

kleggett@forrester.com

www.forrester.com

43 PROPRIETARY &

CONFIDENTIAL

• Submit questions via WebEx Chat Panel and Twitter - @MoxieSoft & @KateLeggett

• Session recording and presentation will be sent via email

• Contact Us

• info@moxiesoft.com

• +1.800.474.1149

• www.moxiesoft.com

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