PHOENIX, ARIZONA – April 3, 2018 – Advocates for customer experience professionals, Execs In The Know and COPC Inc., have announced the release of the 2017 Corporate Edition of the Customer Experience Management Benchmark (CXMB) Series. The 11^th volume in the series, titled The CX Journey: Strategic and Operational Insights, provides an understanding of the current CX landscape. Specific areas of expanded exploration include channel consistency, quality programs, and CX priorities for corporate professionals. Traditional Care (phone, email, and in-person), Interactive Care (online/video chat, FAQ, and self-help), Social Media Care (Twitter, Facebook, forums, etc.), and Mobile Care (apps, text/SMS, and mobile chat) are all explored.

Key Insights from the 2017 Corporate Survey:

– Only 50% of respondents answered “Yes” when asked, “Is your company’s leadership fully committed to a customer-first strategy?”

– Thirty-four percent of respondents didn’t believe their company had a good understanding of which channels their customers preferred, nor how these preferences differed from current channel offerings.

– Interest and investment in chatbots and artificial intelligence (AI) exploded in 2017, with more than a threefold increase in the percentage of brands naming chatbots and AI as the technology of most interest and/or investment.

– Only 14% of respondents felt their brands were doing a good job of providing a consistent customer experience across channels and solutions, while only half of brands (51%) had any initiatives to create greater consistency.

The CXMB Series is a resource for customer care professionals, looking to enhance their customer care program, improve brand opinion, and drive customer satisfaction. Brands such as Marriott, Blue Rock Energy, The Mine, The Home Depot, LinkedIn, Hyatt, Desjardins, CIBC, Williams-Sonoma, Inc., and more participated in this year’s survey.

“The leaders in the Execs In The Know community truly display a customer-first commitment in everything they do,” said Chad McDaniel, President and CEO of Execs In The Know. “Our goal with every edition in the CXMB Series, is to help brands better understand the consumer, validating investments and identifying possible areas of improvement. We are thrilled to provide this resource to our community, to further assist them in the pursuit of customer service excellence.”

“We are honored to play an ongoing role in the creation of this valuable industry research. We hope this work will continue to enlighten and inspire,” said Kathleen Jezierski, COO of COPC Inc. “We’d also like to thank the many brands that participated in this year’s survey. Their experience and expertise is what makes this report possible.”

The full 2017 Corporate Edition is available for purchase at https://execsintheknow.com/cxmbseries/2017-corporate-edition/.

About Execs In The Know

Execs In The Know is a global community of customer experience professionals, from various industry verticals, all focused on the same thing – excellence in customer service and experience. Execs In The Know gives brands a platform to share and gain insights, benchmark their brand, stay on top of the latest trends in CX, and create lasting relationships with their peers – “Leaders Learning From Leaders.”

Execs In The Know holds their national event – Customer Response Summit – twice a year (in the Spring and Fall), giving executives the opportunity to connect face-to-face. They also hold a number of other live regional events throughout the year including Subject Matter Briefings (on topics like social media, AI, SMS, outsourcing, etc.), Lunch & Learns, Workshops, and EITK Dinners. The community is able to stay engaged long after the events come to an end through industry content and thought leadership, webinars, reports, and various social communities.

To learn more about Execs In The Know, visit www.ExecsInTheKnow.com.

About COPC Inc.

COPC Inc. provides consulting, training, certification and the RevealCX™ software solution for operations that support the customer experience. The company created the COPC Standards, a collection of performance management systems for call center operations, customer experience management, vendor management, and procurement. Founded in 1996, COPC Inc. began by helping call centers improve their performance. Today, the company is an innovative global leader that empowers organizations to optimize operations to deliver a superior customer experience across all channels. COPC Inc. is privately held with headquarters in Winter Park, FL, U.S. and with operations in Europe, Middle East, Africa, Asia Pacific, Latin America, India and Japan.

COPC will also be giving an educational pre-conference seminar at CRS Denver in September, 2019.

For more information, visit www.copc.com.

Media Contacts

Alyssa Pitura
Director of Marketing and Brand Experience
alyssa@execsintheknow.com
www.execsintheknow.com
@ExecsInTheKnow

Lezli Harrell
Vice President, Marketing
COPC Inc.
lharrell@copc.com
www.copc.com

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Click here to catch up on Part 1 – Customer Expectations. 

The second installment of this series focuses on thoughts on channel choice and omnichannel digital transformation.

• The continued shift to “social channels” and the need to be adept at serving customers who reach out for help in social media.
• A key word is “predictive service”. Next era CX – what AI will enable?
• C-Suite will begin to see the potential for revenue generation on the service side of the house with new channels and old channel improvement.
• Companies must be more agile in testing and deploying new solutions and channels due to increasing competition from new market forces (e.g. Amazon).
• Businesses who do not embrace omni-channel digital transformation will lose customer loyalty, their share of wallet and overall market share, to those that do.
• The volume of calls will continue to grow even with the continued introduction of alternative channels of support.
• Amazon will disrupt the ACD market.
• IoT pervasiveness will increase call volume.
• Phone channel continues to be the dominant channel for “complex” client care issues.
• Many companies focusing on “demand management” initiatives to help clients self-serve, improve CSAT and reduce call volume.
• Mobile Messaging/SMS and MMS. More interesting and efficient use cases for text will emerge. Companies realizing that leveraging instant photos or videos sent can help reduce conversation time.
• Companies look for more true omnichannel platforms and adoption for these grow. Not just a single platform that can hook into all kinds of other technologies, but a single platform that can tie all of the conversations together, no matter what channel.
• Phone channel continues to be dominant for overall customer resolution.
• Companies will continue to add more channels and favor “cheaper” asynchronous (can respond at the same time) channels, like chat and text, in exchange for “more expensive ones”, like phone and email. Volumes of total communication will stay the same, but allow for brands to save money.
• Two way SMS continues to lag with some brands testing specific use cases.

Stay tuned next week for Part 3 – Operations.

The post 2018 Predictions for the Service Leader: Part 2 – Channels appeared first on Execs In The Know.

To download the full CXMB Industry Insights: Retail report, click here.

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CXMB Industry Insights: Retail is aimed at providing insights into consumer opinions and behaviors, specific to the retail industry. Topics in this report include comparisons between online and in-store shoppers in the areas of pre-purchase research, shopping, customer care, drivers of mobile device shoppers, and the multi-channel experience.

Findings reveal differences and similarities between online and in-store shoppers when it comes to the customer journey. Among the most popular methods of issue resolution — in-person, phone and email — online shoppers prefer to resolve issues via email, while in-store shoppers strongly prefer to resolve issues in person. However, both groups had low preference for self-serve solutions, including self-help and automated tools.

Additionally, responses between online and in-store shoppers are strikingly consistent when respondents describe what is most important to them when interacting with a retailer to resolve an issue. Customers want agents who provide clear communication, listen patiently, understand the issue, express empathy, and are empowered to break away from the script to get issues resolved.

Survey Insights:

– In the event of a customer care issue, 68 percent of online shoppers and 75 percent of in-store shoppers would rather interact with a human versus a self-help system to resolve the issue.

– Among consumers who frequently shop from their mobile device, 44 percent would choose email as their preferred communication method with a brand compared to just six percent who would choose a phone call as their preferred communication method.

– Thirty-five percent of survey respondents think retail companies do a better job of providing a positive customer experience compared to other industries.

“We know retail brands have a huge opportunity to differentiate themselves by providing an exceptional customer experience. We conducted this survey to show real customer needs and to provide actionable data that all retailers should consider to improve customer satisfaction and increase loyalty,” said Kathleen Jezierski, chief operating officer, COPC Inc.

CXMB Industry Insights: Retail is the second in a series of industry-specific reports and is an extension of the Customer Experience Management Benchmark (CXMB) Series, also published in partnership between COPC Inc. and Execs In The Know. The first industry-specific report examined travel and hospitality and is available here.

“CXMB Industry Insights allows us to dive deeper into various industries and provide relevant insights that our community members in each vertical are seeking,” said Chad McDaniel, president, Execs In The Know. “Our retail survey offers information about consumer perceptions, expectations and behaviors so that our community can have a better understanding of the customer landscape in online and brick-and-mortar retail.”

For more information about the findings of this retail research or the CXMB Industry Insights survey series, contact Judi Brenstein, vice president, COPC Inc., at jbrenstein@copc.com.

 About COPC Inc.

COPC Inc. is an innovative global leader that empowers organizations to manage complex customer journeys.  The company created the COPC Customer Experience (CX) Standard and provides consulting, training and certification for operations that support the customer experience. Founded in 1996, COPC Inc. began by helping call centers improve their performance.  Today, the company works with leading brands worldwide to optimize key customer touchpoints and deliver a seamless experience across channels. COPC Inc. is privately held with headquarters in Winter Park, FL, U.S. and has operations in Europe, Middle East, Africa, Asia Pacific, Latin America, India and Japan.

COPC will also be giving an educational pre-conference seminar at CRS Denver in September, 2019.

To learn more about COPC Inc., visit www.copc.com.

About Execs In The Know

For over 15 years, Execs In The Know has built a reputation of excellence in the Customer Management Industry and a worldwide community of over 50,000 Customer Experience Professionals. Execs In The Know connects people to engaging industry content, thought leadership, current trends, peer-to-peer collaboration, networking and industry employment opportunities. Examples of this can be seen at their Customer Response Summit events, roadshows, webinars, workshops, Blog Talk Radio segments, Industry Benchmarking Series, blogs, thought papers and social communities. For more information, visit www.execsintheknow.com.

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The following is a guest blog post from Greg Sherry, Vice President Marketing at Verint. For more information about Verint, visit their website. 

Thank you for taking part in Verint’s interactive general session at Customer Response Summit Las Vegas called “Customer Engagement LIVE!”  where we broke into discussion groups for interactive discussions and summary read back presentations. Here are some of the recommendations we heard from the groups as part of the breakout group notes and read backs:

What’s Old Is New Again. When is the last time you received a handwritten note or personal email from a business you engage with? It was memorable, wasn’t it? Think of ways you can incorporate genuine, personalized touches with customers. The strategy can be scalable: one “wow” moment can generate genuine delight and powerful word-of-mouth amplification.

Think Mobile. Do you have a mobile strategy? The need is clear: provide information, customer support, “wow” moments via mobile channels. But be careful: consumers often have limited ability to “digest” content you are sharing with them (because they are at the airport, walking, at home, multi-tasking), so be sure your content and communications are as short and to-the-point as you can.

Establish a common knowledge base across all channels to ensure consistent response. One company recognized the need to consolidate contact center systems to a single agent desktop. Customer service agents had difficulty serving customers in a timely manner and providing accurate information because information resided in 13 disparate systems. By consolidating all the systems into one agent desktop view, the company quickly reduced agent average handle time (AHT) and saw increased customer engagement scores. The unified access to the applications and information also increased employee productivity and helped provide a personalized experience for customers.

Develop a Journey Map as Part of Your Customer Experience Strategy. Our group defined a journey map as a diagram that illustrates the steps your customers go through when they engage with your company, across different channels and touch points. The more touch points you have, the more complicated — but necessary — the journey map becomes. Creating a customer journey map is an investment but is well worth the cost. For some creative ideas on journey maps, check out this recent blog post by Verint’s Nancy Porte – Five Tips for Building a Customer Journey Map.

Millennials/Diverse learners. Move away from phone to proactive chat; offer chat if automated resolution doesn’t work. Find ways to be “proactive” with communications when you anticipate that a customer’s expectations won’t be met.

Develop a Comprehensive Work-From-Home Strategy. One great reason to offer work from home is that you have the ability to recruit some of your organization’s biggest “fans,” regardless of their location. If you offer part time or flex time, you could have highly enthusiastic providers of information – and raving fans – who support your solutions or services. The customer experience these fans deliver could be very meaningful.

Use analytics not just for customer projects, but also for agent performance and metrics. Many companies use in depth analysis for customers, but more straight forward measurements for agents (AHT, quality score, Adherence etc.) Look at ways you can analyze agent performance more to impact customer experience. Identify which associates have the best cross selling abilities? Use their recorded interactions to train others. Who are the agents with best overall cx abilities?  Have “gold” and “platinum” customers (highest value customers) routed to them since they are top in delivery of CX. Drive pilots of business changes based on analysis/date- and “go big” with winning ideas. Also explore further: how can you provide different levels of service based on the “value” of your clients to your business.

Drive customer experience excellence while also handling call-types that are more and more complex. One organization is leveraging contact recording and speech analytics to determine the reason for calls that fall into the highest 10th percentile of average handle time, which are the longest calls. We can’t solve everything, but we believe that if we can “fix” the issue(s) that cause the top three to four call types, we can free up resources and focus that will help us enhance the customer experience.

Build the Feeling of an In-Store Experience Online. Meet customers at the right moment when they are challenged. Know when they are about to defect. Provide the support they need when they need it. (How are you doing in this area? One idea is to implement a journey map project as mentioned above.)

Consider an Automation Pilot. Organizations are under pressure to increase processing efficiency and productivity, reduce errors, cut operational expenses, and maintain security and regulatory compliance. Key advancements in the areas of robots/bots, artificial intelligence, and machine learning are creating opportunities to service and engage with customers like never before.

Organizations should consider automating repetitive and time-consuming processes, allowing employees to focus on more complex tasks, cross-selling and delivering a personalized experience. The net: position automation as beneficial—and not a threat to your employees’ jobs.

Do you have some creative or best practices ideas to add? We’d love to hear those, too! Help us continue the conversation and submit your idea on Twitter by using the hashtag #CustEngLive. You can also follow and tag us on Twitter @ExecsInTheKnow and @Verint.

The post CRS Vegas – Customer Engagement LIVE! Executive Summary appeared first on Execs In The Know.

The following is a guest blog from Ted Hunting, Vice President, North America Marketing at Genesys. For more information about Genesys, visit their website. 

During the Customer Response Summit (CRS) last week in Austin, I shared my perspective on customer expectations of seamless, personalized omnichannel journeys with customer service executives from some of the world’s greatest brands. It was a rare opportunity to exchange ideas on digital innovation in customer experience (CX) with such a group.

To set the stage for brainstorming sessions on digital innovation, I talked about the prediction that by 2020, more than 90% of customer engagements will begin online, and what that means to CX innovation.

Currently in many customer service environments, organizational silos remain across channels, including web, voice, callback, mobile app, text, email, social, and video. In spite of initial interactions occurring on the web, customers nonetheless expect the effortless, personalized omnichannel journey that results from integrated communication channels. We explored some examples of businesses successfully integrating voice and digital channels to improve CX.

We looked at CX from the business perspective, examining aspects of the Genesys Customer Experience Platform, including:

– An omnichannel desktop that displays every step in the customer journey, across every channel

– Enterprise-wide reporting and analytics dashboard for overall view of CX and NPS

What did this group identify as key future trends? The internet of things (IoT), personalization through big data, and emerging self-service models such as chat and voice bots, led to brainstorming on digital innovation in the CX world.

Here’s what this group of CX leaders expects to see emerging in digital innovation:

Personalized customer journeys

Customer journeys will be increasingly personalized, leveraging big data and business rules to predict customer needs and deliver better CX.

– Visibility into the customer journey will continue to evolve so companies can provide proactive recommendations and communications for front- and back-office functions across the company, not just for the contact center.

– We’ll improve on how we identify and measure journey success so that we can replicate the successful CX across the business.

– We’ll use customer journey analytics for predictive routing of customers.

– We’ll personalize routing based on business rules and customer data.

Customer preferences driving experience

Customers prefer to authenticate once, and effortlessly, in a journey. Adoption of verification methods like biometrics (voice biometrics or eye or fingerprint sensors on mobile phones) will grow, with verification becoming increasingly passive from the customer point of view, without reliance on interrogatory techniques.

– Customers will be better informed—proactively—using notifications tied to their channel preferences.

– Customers will choose channel preference based type of interaction. For example, they’ll be able to select a text message for doctor appointment reminder, but a personal call from their doctor for test results.

– With increased personalization, customers will need to supply personal information. To address privacy concerns, they’ll need to “opt-in” to such personalization efforts. Business will find ways to encourage participation, even if it’s only making sure the customer understands through clear communication that they’ll benefit from a better CX.

CX enhanced through collaborative business culture

– When CX leaders foster a culture of collaborative discussions across departments and the organization, they can uncover CX issues that persist in a siloed culture

Incorporating social channels into the customer journey

– Expect chat to be transformed with chat bots and other forms of artificial intelligence.

– Integrate social media into journey management to put agents with the right skills in place to respond through social channels.

– Peer networks in some industries can provide service. These can be enhanced by use of social media and “ambassadors” to assist customers.

– Agents can use information from social channels to assist customers. For example, they can use YouTube or other external content on how customers are using a product or solving a problem.

Taking steps to deliver omnichannel CX

– Serve customers better by arming agents with a unified omnichannel desktop.

– Use recording and speech and text analytics to discover gaps in agent knowledge, whether they’re participating in voice, chat, email. Use it to better train agents.

– Move to modern self-service options instead of old school, high-effort, impersonal IVR. Instead, offer the option to get wait times for channels from voice, text, email, web chat, to video chat and let customers choose self-service channels based on their preference. For example, give them the choice of chatting now or waiting 20 minutes for a call back.

CR Summit Austin was an opportunity to share information, and gratifying because I heard clearly that so much of what Genesys is working with partners and customers to achieve is of great interest to global leaders in CX.

Interested in where your company stand in CX innovation? Check out The Omnichannel Customer Engagement Playbook.

The post Leaders Speak on Digital Innovations for Customer Experience appeared first on Execs In The Know.

This is a guest blog written by Greg Sherry, Vice President Marketing at Verint Systems.

One of the primary objectives of Customer Response Summit Austin was to “identify best practices and discuss innovative ideas on how to serve customer through emerging channels.” Verint’s contribution to this theme was an interactive general session called “Customer Engagement LIVE!” where we grouped executives into discussion groups of seven or eight participants. The groups engaged in conversations around the strategies and execution steps that can help define how customer-centric organizations can enrich interactions, improve business processes, and optimize the workforce.

One of the questions included on the breakout group handout, for example,  was “If you could provide your peers with one piece of advice as they create and execute their customer experience strategy and program, what would it be?”  There were also discussion questions around Customer Engagement and Enterprise Workforce Optimization.

Below are some of the highlights attendees shared during the breakout group read back presentations. Do you want access to group facilitator notes from all of the major discussion and engagement areas? If so, click here for the detailed Customer Engagement LIVE! notes.

Breakout Group Discussion Highlights

Employee Engagement- TED Talks! We want to hire and retain the best contact center agents that we can. So, we want to make sure we have a variety of internal programs around employee engagement as well as all our focus on customer engagement.  One thing we started was Ted Talks Tuesday’s where we find creative and inspirational Ted Talks videos that have themes around creativity, innovation, customers. We then have a discussion group after the video. Our executives, managers and agents love all the interactions we all have – and we are learning new ideas and ways of thinking at the same time!

Integrate more digital themes and engagement into our traditional customer service environment. We have started to use gamification in our customer services group. As part of the program, we are identifying customer “brand ambassadors” who will serve as fans of our organization and our customer services mission. We are tying these fans into our CRM system and gamification solution foundation. We think these ambassadors will help us differentiate our brand – as well as the customer experience we provide to our customers.

Mobile-  How can you gain more customer loyalty? When adopting a tech strategy  for mobile, customer experience overall (including customer service) – you have to “win over the customer” when they first become a customer. The customer’s initial experience with your organization must be meaningful and personalized. When customers are new-reach out to them when they’re excited about new service.  Make it very easy for them to set up services and profiles. This is your best window to drive loyalty- the customer’s initial experience with your organization.

Create a broad, multi-channel “listening” program. One organization created a multi-pronged campaign branded “We Listen.” It was launched across a variety of media channels internally within the organization, as well as via a 42-foot company branded recreational vehicle (RV). This “RV Relay” was a literal and figurative “vehicle” that included a rotating crew of senior level executives who drove a total of 8,500 miles across North America and visited dozens of customer sites. They engaged customers in a variety of channels including Skype, Twitter, Google hangouts, a company blog, etc. They launched a new online customer community during the relay that drew 5,500 customers per week and ultimately 150,000+ registered community members.

Think of this: Can you find ways to be “proactive” with communications, when you know that a customer’s expectations won’t be met? There are many ways to do this with data from delivery systems, mailing systems, survey data- and many ways to proactively reach out to customers- email,  phone call, SMS etc. Also think about using IVR/routing/skills based info to get customers to the person/place that can solve their issue (rather than the one-stop shop (call center) where all issues end up (and various issues can’t be solved due to department silos, information gaps etc.)

Do you have additional creative idea you’d like to share – or questions about the content in this blog post? If so, email me at greg.sherry@verint.com. I look forward to seeing you at a future Customer Response Summit.

The post Follow Up and Group Facilitator Notes: Customer Engagement LIVE! appeared first on Execs In The Know.

The webinar will explore best practices in self-service, use case examples from leading brands, and how to determine the right data to meet consumers’ needs. Tips on how to infuse transparency and personalization into your organization, as well as key ways to incorporate proactive communication into your current customer experience strategy will also be shared.

“Customer expectations and technology are constantly evolving,” said Chad McDaniel. “More consumers than ever are reaching for their mobile phones, with twenty percent of shoppers making purchases via a mobile phone in 2015. It’s imperative that brands take a proactive approach with their customers and optimize this popular channel.”

To register for the webinar visit https://attendee.gotowebinar.com/register/7554530363851655171.

About Execs In The Know

For over 15 years, Execs In The Know has built a reputation of excellence in the Customer Management Industry and a worldwide community of over 50,000 Customer Experience Professionals. Execs In The Know connects people to engaging industry content, thought leadership, current trends, peer-to-peer collaboration, networking, and industry employment opportunities. Examples of this can be seen at their Customer Response Summit events, roadshows, webinars, workshops, Blog Talk Radio segments, Industry Benchmarking Series, blogs, thought papers, and social communities.

To learn more about Execs In The Know, visit www.execsintheknow.com. For more information on their Customer Management Recruitment Solutions, visit www.justcareers.com.

About West Interactive

A leading provider of cloud-based customer experience and communication solutions, West Interactive Services empowers enterprises to strategically attract, engage and serve customers on their own terms. They have nearly 30 years of experience consultatively integrating technology to improve interaction, enhance productivity, increase profitability and exceed customer expectations, with clients in healthcare, education, utilities and diverse commercial industries.

Experience Connected at West.com/Interactive.

Media Contact

Alyssa Pitura
Director of Marketing and Brand Experience
info@execsintheknow.com
www.execsintheknow.com
@ExecsInTheKnow

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This is a guest blog written by Dan Gordon, SVP Strategy and Development at West, Interactive Services. Learn more about West at West.com/Interactive.

It’s estimated that we spend 177 minutes (nearly one-fifth of our waking day) on our phones daily — habitually checking them for updates around 150 times.[i] Furthermore, it’s predicted that mobile commerce will account for almost half of all e-commerce by 2018.[ii] Seasoned Silicon Valley gurus have even asserted a probable P.C. extinction as a result of the increasing functionality of mobile devices.

Digital disruption is transforming our lives and the brands we touch. Organizations need to put more power in customers’ hands. We need to free consumers to interact on their own terms and treat every interaction as a piece of an ongoing conversation. We need to enact thoughtful strategies to… Get. More. Proactive.

We’re now living in a world where 87 percent of parents use texting — 72 percent of which hold a positive perception of companies that offer text messaging customer care.[iii] It’s estimated that in 2018, mobile search will generate 73 billion calls to businesses across every industry.[iv] Luckily, knowing this puts brands in control of their own destiny!

When it comes to facilitating the graceful communications that customers now demand, it’s clear that we need to show them we know them on the web, over a call, via text and everywhere in between. This is where connected communication is quickly becoming a must.

Understanding that customers now expect seamless interaction across different channels, these prime examples illustrate how proactive strategies can do a lot of legwork for your business:

A leading cable provider uses natural language recognition in the automated voice system to interpret a caller’s everyday speech to determine that his internet is down. The call ends and the company attempts to remotely reset the modem unsuccessfully. Recognizing failure to resolve the issue, the provider automatically follows up with SMS. The text message directs the customer to a mobile webpage to easily schedule an appointment with a service technician. Click here to see this multi-channel experience in action.

One of West’s retail partners incorporates similar self-service elements to support day-to-day customer interactions. Learning from customers’ past behavior, the company is able to consistently predict a caller’s intent before a word has been uttered. For example, the IVR system can identify a customer by name, predict the desired action (like retrieving store hours), provide available appointment times, and send a reminder SMS with any relevant details after all is said and done.

Even “going green” is a cinch for customers when companies strive to make automated interactions connected and personal.

It’s never been a secret that the world is becoming more dependent on mobile devices; however, companies are increasingly conscious of the need to address customer concerns before they develop.

Be sure to join us on May 17 at the Execs In The Know webinar, “The Mobile Shift: How to Proactively Deliver a Better Customer Experience,” to position your organization for success.

[i] Google, Micro-Moments: Your Guide to Winning the Shift to Mobile

[ii] PWC, Total Retail Survey 2016

[iii] OneReach, Harris Poll Results

[iv] Google, Micro-Moments: Your Guide to Winning the Shift to Mobile

The post Mobile Disruption and the Future of Customer Care appeared first on Execs In The Know.

Today, our customers have everything they need to communicate in the palm of their hand. Mobile brings about a unique and powerful convergence of communication channels — voice, email, chat, social, SMS — in one very portable device. This has a profound impact on how our customers communicate with each other, with the world, and with brands. It creates new challenges for brands to adjust to the protocols, cadence and sheer scale for customer support.

We’ve learned, in the digital age, that it’s no longer enough to publish a toll free number and staff a call center during business hours to provide for the needs of our customers. There are many new communication channels we’ve had to embrace and new skills we’ve had to learn to provide for the needs of our customers, in a social, mobile, 24×7 global marketplace.

At Freshdesk, we look at customer engagement through the lens of what we call The Great Pyramid of Customer Support.

This framework, based on Maslow’s Hierarchy of Needs, provides a structure to help organizations assess their support capabilities and determine what to prioritize. It can be particularly useful for determining how to address a new channel. Here we will apply it to mobile support and engagement:

Chaos to Control — When you enter a new channel it’s usually chaos. There is a learning curve on how to best communicate within a channel and how to engage.  The first order of business is usually controlling the chaos: tracking and managing tickets, and delivering a consistent and effective customer experience in the channel. The reality is though that mobile is not really a new channel. It’s a new environment, but it encompasses most of the channels you’re already using. So the key for starting to support mobile is to not treat it as a separate engagement environment. You can start out by continuing to use the channels you support today. Just be present and listen. More important than adding new channels and capabilities is to maintain a single system of record across mobile and any other channels you support, to ensure you have a single view of the customer.

Reactive to Proactive — The newest channels for support have changed the paradigm. For a long time customer support has been a one-to-one interaction. With social media, conversations have moved from one-to-one– email, phone, chat – to many-to-many. On social media platforms like Twitter and Facebook your customers are announcing their desires or problems to the world. Support is no longer about reacting – waiting for the phone to ring. Your customers are taking to social, whether you want to be there or not. Similarly, being proactive in mobile means being there, delivering a native experience. It’s not just about providing access to existing tools like your knowledge base or email. You need to consider the unique qualities of mobile platforms and the habits of mobile users, to make it easy for them to get what they need, at the time and place they need it. This is also where you can insert proactive messaging in your apps to avert issues you know are likely.

Scale — As you learn the rules and idiosyncrasies of a new channel the next challenge is scale. You need to be able to extend the level of support you have on your best channels to the new channels. And, of course, you want to do this without having to hire a large new team. Technology can help here. The caveat is to leverage technology to enhance the experience rather than put more layers between you and your customer. Knowledge bases will enable your customers to find answers themselves, if you make them easy to access. Channels like in-app messaging that feel native to mobile and allow agents to handle multiple tickets at once work well here. And automations can help those agents manage that workload.

Aligning With Business — Once you’ve gotten your tools and processes in place and your mobile support is humming, then you can begin to think more broadly about making an impact across your company. Is your support organization aligned with the goals of your customers and your business? Great customer service has the ability to do much more than solve customer problems. If done right, it can extend the value of the brand and create brand advocates. It can also be your best channel to provide feedback and insights to help guide your company’s plans. Be sure to collect data and setup a feedback loop in line with other support channels, and ensure the connections with other critical parts of your organization. This is also where you should be making sure that the systems and tools in place are working for your team and that they are engaged and happy.

To hear more about this topic and others like it, join us at Customer Response Summit Phoenix, February 23-25, 2016.

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