Social media strategy

I admit that I’m way behind in my reading these days, but I’m glad I didn’t just toss the pile into the recycling.  In the February 27, 2012 issue of Information Week magazine, I found a great article that was almost information overload about integrating your marketing and CRM strategy with your social media presence.

The basic premise of the article is that “your company is all over Facebook and Twitter, but until IT integrates marketing and customer service systems, it’s just all show.”  There is no doubt that a social media presence is quickly becoming a business necessity for both customer service and marketing.  The author, Doug Henschen, includes results from an Accenture survey that shows that nearly a quarter of customers said that they are more likely to do business with a company that they can interact with through social media.

He offers some specific suggestions about how IT and customer service departments can collaborate to improve your social media efforts:

  • Ensure data security and regulatory compliance in your social media efforts.  Given the lack of privacy in social media platforms, companies need to be sure that all interactions are secure and free of regulatory violations.  Partnering with IT can reduce risk.
  • Identify a formal process for identifying and handling customer complaints made in social media platforms.  Henschen notes that 66% of companies have a social media presence, but only 17% of companies have a formal process for managing customer relationships on social platforms!
  • Brainstorm ways to improve customer service through social media personas.  He cites one company that uses Facebook to understand who their “customers are, what they like, what other brands they value, what kind of music they like, where they shop.”  Imagine the possibilities of having access to this information without having to manage customer surveys!

Henschen isn’t trying to convince you that use of social media is necessary; however, a mere presence is not enough and companies need to find a way for IT, marketing, and customer service to collaborate to create and implement a real social media strategy.  Working with IT to create and implement a social media plan is only the beginning of the process.  IT, marketing, and customer service will all continue to be partners in your company’s social media strategy.

Customer Satisfaction Surveys Don’t Necessarily Tell All

In case you haven’t seen this month’s issue of CRM Magazine, there are some interesting customer feedback stats you should check out.  Many companies have started monitoring social media for comments and complaints posted by customers.  Leonard Klie at CRM Magazine reports on research from analyst firms Chadwick Martin Bailey and iModerate Research Technologies which involved more than 1,400 U.S. consumers:

  • Only 35% of the negative reviews or complaints posted online are responded to by the company the customer is complaining about
  • When a response is given, 39% of customers were satisfied, 35% were indifferent, and 26% were dissatisfied
  • 27% of consumers typically complete customer satisfaction surveys
    • 57% said they give feedback to help improve the company
    • 35% of customers complete satisfaction surveys to register a complaint

That last statistic is what surprised me the most.  It’s always been my thought that consumers that fully complete a satisfaction survey are either extremely satisfied or at least somewhat dissatisfied with the product or service they received.  My guess would have been that many more customers would want to register a complaint when given a customer satisfaction survey.  This just goes to show that companies must delve much deeper to ensure customers are happy.  It’s very likely that many more than 35% of customers are unhappy, and that means a higher risk of attrition, or consumers switching to a competitor, before the company even knows of the dissatisfaction.

When sending out surveys, remember to pay attention to the response rate and realize that non-responders may or may not be satisfied.

Using QR Codes for Customer Service

The March 2012 issue of CRM includes an article asking, “Who Benefits from QR Codes?”.  The author, Leonard Klie, highlights the increasing prevalence of these Quick Response (QR) codes on “virtually any flat surface – from ads in magazines to billboards on subway platforms.”  Last month, we shared some ideas for integrating these codes into your contact center, such as allowing your agents to use the codes as customers might, as well as tracking the usefulness of the codes during customer contacts.

However, even with these little squares appearing everywhere, Klie writes that “consumer adoptions remains low, and fragmented implementation options have led to consumer and marketer confusion.”  To increase customer adoption of QR codes in your business, think of ways that you can make this tool more effective and appealing for the users.

Focus and variety:  QR codes typically connect the user to a corporate website; however, you can think outside the box to utilize some of the more unique capabilities.  QR codes can also generate a new email, text, tweet, or phone call.   You could include a code that generates a phone call to your contact center or that links directly to your customer service web page.  If the QR code is a web link, improve the focus or depth of information on the site.  Rather than linking to the main corporate site, link directly to something that will appeal to the expected user of that particular code:

  • User tutorials embedded in instruction manuals
  • Recipes embedded on food product packaging
  • Interest rates or loan specials embedded in bank statements

Customer benefits:  Klie states that there are about 14 million “early adopters” of QR codes, and that 20% of those early adopters ultimately made a purchase.  How can you appeal to these users, so that they become real trendsetters in the use of these codes? Sometimes, that purchase is the goal (and therefore a benefit) for the user; however, there are other ways that you can uniquely benefit your user through these codes:

  • Coupons available only through the code
  • Direct links to user discussion groups
  • Free downloads only through the code

The accessibility of QR codes and similar technologies offers a unique opportunity to reach your tech-savvy customers.  How can you improve your use of QR codes to better serve your customers?

Integrating call center digital signage with corporate signage initiatives

I recently read an article about the convergence of media and technology and how digital signage “will become the ‘go-to’ method for business to reach out to its consumers.”  The article focused on driving sales with digital signage in retail outlets, but it got me thinking about how converging media and company-wide digital signage affects call centers.

Aside from displaying call center metrics, how can call center digital signage be used in conjunction with digital signage in a company’s retail outlets?  Here are a few ideas that will provide synergy between your call center and your company’s retail outlets and help reduce the perception of the cell center being a “cost” center:

  • Show your call center agents the same information that retail customers are being shown.  This will allow agents to become familiar with retail initiatives and remind customers of on-going promotions when they contact the call center.  One of our customers previews new commercials to their call center agents before the commercials are shown on TV.  This keeps agents in the loop about what the company is promoting and any special offers going on.  Providing agents with this information also gives them good conversation starters for dialogue with the customer while the agent is locating the data needed to solve the customer’s request.
  • Have technology in-house for agents to use just as customers do.  If your retail outlets use QR codes for customers to get more information, have the same QR codes posted around your call center with a company smartphone agents can use to scan the QR codes.  When agents experience this process just as customers do, they’ll have a better understanding of the customer experience and become better equipped to assist these customers.  Same goes for smartphone and tablet apps; if your company has an app, have the appropriate smartphones and/or tablets in-house for agents to use and experience the app just as the customer does.
  • If possible, work with your marketing department to track which customers have accessed information by QR codes and/or used the company’s app.  When a customer calls in that has used the QR codes or app, agents can talk to them about it and ask about their experience.  Finding out right from the customers if the content was helpful and if the app was easy to use will be invaluable to your marketing department.  Especially if agents are able to experience using the company’s QR codes and apps, they can have a great conversation with customers about the experience.

Integrating your call center digital signage with corporate-wide signage will keep everyone in the organization informed and enhance the effectiveness of your overall digital signage initiative.

Delayed Contact Resolution

Over the past few months, I noticed a new trend in my interactions with contact centers.  When a problem could not be quickly resolved or a question efficiently answered, agents have promised a future return call with a resolution.   In the past, it seemed that I would be on hold or find myself engaging in small talk with agents so this new trend is a marked difference.

For the most part, I have to say that I’m impressed.  The benefits of ending the first contact with a promise for follow up are undeniable for customers.  I don’t have to waste my time (or mobile plan minutes!) while the agent researches my file or finds a way to resolve the problem. The agent can then take the time to fully and accurately find a resolution.

However, there are a few key considerations that must be part of any plan to delay resolution after the first contact:

  • Adjust metrics accordingly.  Obviously, you can’t use first contact resolution as a metric; beyond that, though, there are likely other metrics you will need to adjust.  For example, how will you account for the time that agents will need to research issues and follow up with customers?  Agents will need some time available when they are not actively taking calls so that they can resolve issues and communicate with customers.  It may be unrealistic to continue to apply the same metrics.
  • Outline a clear process for resolution and follow up.  In my experience, it’s a tossup whether I’ll ever hear back from the agent with any resolution.  From a customer’s perspective, it’s much more irritating to be promised resolution and not hear back than to spend a few extra minutes on the phone with an agent!  Be sure that your contact center procedures close this loop to ensure resolution.
  • Create a communication plan between agents and supervisors.  Often, the reason that further communication is needed is because the problem requires supervisor intervention.  If supervisors aren’t quickly available during the first customer contact, be sure that the communication plan between agents and supervisors is clear for cases that are elevated to the supervisor’s queue.
  • Documentation.  Just in case there is a breakdown in the resolution process, it’s critical to ensure that the agent has fully documented the communication with the customer and any steps that have been taken toward resolution.  If the customer does have to make the follow-up phone call, at least he/she will be saved the trouble of repeating all of the details!

Delaying resolution beyond the initial contact offers potential for the time savings for customers to translate to improved customer satisfaction; however, it is important that contact center managers fully consider the changes that may be required to successfully implement any such changes!

Capturing and Utilizing Customer Satisfaction Data

“You can’t manage what you don’t measure.”  As customer service professionals, we can all agree that it is important to capture customer satisfaction data so that we may improve policies that affect the customer experience.  However, there is disagreement on the best way to track and utilize that information.

A recent article from the International Customer Management Institute (ICMI) discussed the commonly used post-call survey. That is, the request for a customer to please stay on the line at the end of the call to rate their experience. Call center reports often indicate low response levels, and it’s not hard to see why. First of all, participants are self-selecting and you will not get a representative sample of customers. Those most likely to complete the survey are likely to be either people with a lot of time on their hands, or people who had a terrible experience and want to vent about it.

The ICMI article suggests that the post-call survey is indeed an imperfect data source, but when data is scarce, beggars can’t be choosers. Call center managers can fill in some gaps by going to social media to unearth unsolicited forms of feedback about their company. While this method also limits you to feedback from those with extreme customer experiences (good or bad), it does provide another piece of the puzzle.

How can customer service managers improve response rates for satisfaction surveys? Incentives are a great way to do just that. I usually won’t take time out of my busy schedule to offer feedback to a company…unless, that is, I am entered into a raffle to win a great prize or receive a coupon off a future purchase. A small incentive can yield large dividends in terms of response rate.

Another way to up your response numbers, and thereby improve accuracy of the information, is to rely on multiple media for feedback requests. Maybe a customer doesn’t have time to stay after the call to offer feedback, but they would be responsive to an email request received in their downtime.

Status bars on online surveys always keep me motivated to continue. If I know I’m 80% done, I’m more likely to push through and answer the last few questions. However, if there is no status bar, I may fear that there are too many more questions left and decide it’s not worth my time to stay and find out.

Responding to customer feedback is an excellent way to let customers know that you value their time and opinions. If the customer thinks his feedback has gone into a black hole, they are less likely to offer feedback again. Responding to feedback is also a great way to relationship-build, because the customer begins to see the company as a partner, engaged in two-way dialogue and responsive to their needs.

How does your company use call center analysis to interpret customer satisfaction data?

2012 Contact Center Resolution: Improve Integration

After a quick review of the 2011 postings, it was easy to identify a consistent theme: integration and alignment!  As the new year begins, now is a great time to assess integration within your contact center.

Integration between customer service, marketing, and product management

Have you made any strides in integrating your customer service department with your marketing department?  Strong relationships among your departments will both make your contact center more productive and increase the success of other company departments.

Ultimately, this integration will allow you to pursue options for proactive customer care, which offers the potential double whammy of increased customer satisfaction and additional revenue:

Integration of agent training and tools

Are your agents fully equipped to handle all of their customer contacts?  Providing them with training to enhance the appropriate depth of knowledge as well as the proper tools to do their jobs will have clear impact on your contact center productivity.

Integration of smart phones and other devices

With the increasing trend for smart phone use, it is critical to find ways for you, your customers, and your employees to integrate these devices.

Integrating Customer Service

A brief article in the January 2012 edition of CRM Magazine discussed the “complex ecosystem” of modern call centers; one of the key findings was the inconsistent integration across communication channels.  The article sites a recent report that found that “transactional history and customer histories are often unavailable and inconsistent” and “ninety percent of companies do not have full integration across all…interaction channels, which include phone, email, chat, and Web-self service.”

Take a look at your own contact center.  Do your employees have access to the full range of customer information as well as any necessary or helpful product or corporate documentation?  Is your information maintained in separate silos, making it difficult for CSRs to access it efficiently to best serve your customers?

The benefits of full integration are unmistakable.  Agents with access to customer history can better understand the background and can more efficiently close the most recent contact.

  • Improved customer satisfaction – We’ve all been on the customer side of a conversation, where we find ourselves repeating the same information several times.  Full integration reduces, or even eliminates, this need and thereby reduces frustration for customers.
  • Improved employee morale – Employees who are better equipped to do their jobs well will find more pride in their work.  Additionally, any way to reduce customer frustration, or even anger, will improve a CSR’s day immensely!
  • Performance metrics – Agents will be able to more quickly close each customer contact because time will not be wasted rehashing information that has already been archived.

This year, I witnessed the success of this integration firsthand.  I did much of my holiday shopping online and was impressed with the frequency with which companies did have access to my entire shopping history.  When I encountered a problem checking out with a department store, I used the chat function to contact a representative.  She could use my shopping bag number to see my cart and resolve the concern.  Later, when I wanted to return only a portion of the order, the call center agent could access my invoice as well as the previously saved chat.  Overall, the entire process was much less frustrating (both for me and the agents) and more efficient, leaving me a much more satisfied customer.

FCR and Customer Satisfaction: A Match Made in Heaven

The following article is courtesy of Peggy Carlaw.  Peggy Carlaw is the founder of Impact Learning Systems. Impact helps companies develop and implement customer service strategies to improve the customer experience. Their consulting services and training programs help organizations create a customer-focused culture while producing measurable business results. Peggy is also the author of three books published by McGraw-Hill including Managing and Motivating Contact Center Employees.

When you call a support center to get help on an issue or have a question answered, will you be more satisfied with the company if:

  1. The customer representative is knowledgeable and is able to resolve your issue on the first call?
  2. The representative is unsure how to help you, puts you on hold, and then asks you to call back so that a supervisor can help you?

It’s pretty obvious, right? If a company can resolve your problem on the first try, you’ll think more favorably of the company and rate your customer satisfaction experience higher.

First-Call Resolution (FCR) is one of the simplest—and most effective ways a company can improve customer satisfaction.

The statistics back the correlation between FCR and customer satisfaction

Numerous studies between FCR and CSAT rates show the link. For example:

  • 20% of callers don’t have their issue resolved on the first call.
  • 68% of those with unresolved issues are at risk for defecting to another company.
  • CSAT rates are, on average, 35-45 % lower when a second call is made for the same issue.
  • For every 1% of FCR improvement, companies are likely to see a 1% improvement in CSAT rates.
  • When an issue is resolved on the first try, only 3% of customers are likely to go to a competitor.

And the stats go on … but you get the point. To improve your customer service, work on your FCR rates. There’s definitely a business case for addressing resolution rates!

But, for many companies, improving FCR is a complex issue. What’s going on?

Just improve your FCR and you’ll have happier customers! Easier said than done, right? Let’s examine some of the most common barriers to FCR.

  • Complex Products or Issues: FCR is much easier for, say, an online retail store, where a customer is calling to get more information on dress sizes, than a web-hosting company that deals with technical domain issues and server problems.If you have a complex problem or have a support center that deals with highly technical matters, focusing on FCR may not apply. If that’s the case, focus on having highly trained, independent-thinking reps who can work efficiently to solve customer matters—even if it takes multiple calls. Your focus then will be on reducing the time or the number of calls until the issue is resolved.
  • To measure FCR, you have to first define “fix.” When tracking metrics of any kind, you need to clearly define your tracking parameters. For FCR, what does “fix” a customers’ issue mean to you? Did you solve a URL issue, but still leave open other questions that need to be tackled? Define issues, problem by problem (or in a set of problems, as the case may be) before you set out to track and improve FCR rates. Additionally, you’ll need to define what “contact” means. Is e-mail a contact? Is a web-generated request a contact?
  • It takes two to tango. When looking at FCR, you may find it hard to control your rates if you have a customer base with a low level of experience. Depending on your industry and product, your customer’s understanding of the product will affect how long it takes for the representative to resolve the issue. If you sell B2B technical equipment,  your customer will likely have a base understanding of the product and may just need a little assistance. But if you are selling technical services to the B2C world, the learning curve may be steeper and the time to resolution longer.
  • Technical skills of your representatives. The training you provide to your representatives can make a dramatic difference in your FCR rates—particularly if you have a technical service or product. Hopefully your management team understands that an investment in technical customer service training is well-worth it when considering the ramifications of low FCR rates.
  • Self-service’s impact on FCR. More and more customers rely on web forums—and on your website—to help them resolve issues. This means that customers who would have called you previously (most likely with easier issues) are now figuring out answers themselves. Customers who do end up calling, therefore, are often those who couldn’t resolve the issue and present more complex problems that could be harder to resolve on the first call.
  • Your representatives’ comfort level with internal tools. You may think that a hefty investment in a slick CRM system is just the ticket, but with any internal tools you have in place, make sure you train your reps thoroughly on how to use the tools at their disposal. If a representative is fumbling or taking a long time to figure out how to use a system, most likely, it will take longer (or not be possible) to solve a customer issue on the first try.

The lesson? Improve the factors you can control that help improve FCR

The above list is just a brief sample of the many barriers that companies face when confronting low FCR rates and undesirable CSAT scores. However, even if you have a very complex product, and even if you’re dealing with a customer base that comes to you with a lower-level of understanding, you can still offer stellar customer service and get your FCR rates as low as possible for your industry and product type. The key? Your customer service training program. When you choose to focus on the quality of service your representatives offer your customers, and the technical training your employees receive, you are likely to see a natural increase in your FCR rates, and your loyal customers will continue to reward you with business. Heavenly!

Republished with author’s permission from original post by Peggy Carlaw.

Dazzle your customers with Proactive Customer Care

Earlier this year I wrote two blog posts on aligning customer service and marketing, see part 1 and part 2, and a post about Proactive Customer Care.  I recently read an interesting interview with John Goodman, Vice Chairman of Tarp Worldwide and author of “Strategic Customer Service: Managing the Customer Experience to Increase Positive Word of Mouth, Build Loyalty, and Maximize Profits” and thought he provided some valuable insight to add to my previous posts.

Goodman notes that Tarp Worldwide was the original group to quantify that it “costs five times as much to get a new customer as it does to keep one.”  This is a vital statistic for contact center managers because customer retention has a great deal to do with customer service.

One thing I found most interesting in the interview I read is a theory of Goodman’s that he calls “psychic pizza…that is, ringing a customer’s doorbell and saying, ‘Here is the pizza you were about to order.’”  Goodman believes, and I agree, that if a company can anticipate the next question a customer will ask or the next service a customer will need, the company can proactively provide the answers or services without the customer having to do anything.  One example of this is AAA bringing you a cold bottle of water when your car breaks down on a hot day and apologizing for being late even if the serviceperson is early.  Goodman points out that this kind of service dazzles the customer and even if the rest of the service is a disaster, survey results are still outstanding because of that initial dazzling contact.  In other words, the unexpected positive contact overshadows subsequent service issues.

Goodman’s book offers advice for maximizing the relationship between service, sales and marketing such as setting proper expectations up front and educating people when the product or service is sold.  Working with your sales and marketing teams can help you establish a way for your agents to pass up complaints through the chain so you can decide how to proactively dazzle your customers throughout every department in your organization.