Paving the Way for Omnichannel Customer Service

Paving the Way for Omnichannel Customer Service

Customers will contact you for service based on how it best suits them, so you need to be ready to respond in their preferred channel—or set of channels. And, you need to be ready to respond with consistency across all your service channels.

This doesn’t mean simply providing top-notch service in siloed channels—calls, online chat, email, etc.). It also means having the ability to provide that excellent customer service within those individual channels and seamlessly across them. So, if a customer begins a service interaction via chat, and then escalates to a call, those touches aren’t two discreet interactions, but instead is one interaction that bridges the two channels.

This level of service requires process and technology changes. Here are five ways to begin the move from the multichannel service most companies provide today to the omnichannel service customers prefer today and will expect tomorrow.

Be a good listener – Knowing what customers expect when it comes to customer service starts by asking them. Gather input through activities such as surveys and social listening. Also, track customers’ behaviors to surface the differences between stated and implied preferences. This combination of data will help you to determine the ideal mix of service channels for your organization. That insight will then lay the foundation for the people, process, and technology changes you may need to make to best meet customers’ service expectations in a way that makes the most business sense for your company.

Be where your customers are – Where do your customers expect to be able to contact you for service? Make sure that you’re present and available in those channels. For example, if most customers prefer to call you, have your toll-free number clearly available on your website, in your email, and in other communications channel—even on your social pages. If your customers expect service via social media, ensure you have a meaningful presence there.

Whenever possible, make service available where customers spend their time that isn’t a typical touchpoint. For instance, providing in-app service instead of forcing customers to interrupt their activity or switch channels.

Be proactive – Use alerts to inform customers of potential service disruptions, schedule changes, and the like—and be sure to do so in their channel(s) of choice. This may vary based on the urgency of the communication, and customers may want notifications via more than one channel, so be sure to provide multiple options. You can ask customers for this information during a registration or purchase process, or you can provide a preference center.

Be connected – Technologies are available to create a holistic view of customer data that allows companies to respond with greater relevance and have insight into customers’ service journeys. Consider investing in systems that allow you, for example, to know what actions a registered customer took on your website before calling the contact center, so the agent who takes the call can seamlessly handle the issue without requiring the customer to explain everything she’s done up to that point.

Be flexible – Train your service agents to handle interactions across multiple touchpoints. This allows for more leeway in scheduling and helps improves your organization’s ability to be responsive as interactions across various channels ebb and flow. It’s also an effective way to engage agents by diversifying their job and broadening their skills.

Most organizations are at the beginning of their journey toward delivering true omnichannel customer service. Businesses further down the road can use that better customer experience as a competitive advantage.

These five approaches can help pave the way for your organization to make omnichannel customer service an integral part of your successful customer experience management strategy—and give your company the winning edge.

Business Intelligence That Supports CX

Benchmarketing is essential to CEM

The obvious aspects of the customer experience are customer-facing processes and interactions. But myriad internal processes impact the customers experience, as well. That’s where business intelligence (BI) comes in.

Customer experience leaders can use business intelligence reporting to surface opportunities and issues with critical business operations. The aim is to use BI to generate actionable information about internal operations that specifically relate to customer experience management (CEM). To increase the impact of any changes you’ll make based on your findings, segment the insights by account type (e.g. tiers one, two, and three) and contact type (e.g. decision maker, influencer). This will help prioritize any changes you’ll want to make to drive customer loyalty overall—but, first, among the highest-value customers.

Some key BI report types that focus on CEM include Balanced Scorecard, delta analysis, key-driver analysis, Net Promoter Score, and vulnerability index.

Taking a data-driven approach to CEM by continually analyzing business performance not only will help surface issues that need to be resolved, but also will allow you to explore new ways of gaining a competitive advantage. Business analytics makes it possible to combine customer satisfaction and operational data to gain deep insight into purchase behavioral overall, as well as by customer type and job role.

One especially valuable approach to using business intelligence is benchmarking. It allows customer experience leaders to see how their organization compares on various dimensions—most important, measurements related to CEM. You can, for example, compare your organization’s customer service ratings against best-in-class businesses or compare your NPS against other companies in your industry.

Benchmarking is an invaluable reality check that reveals how you stack up against competitors and category leaders across industries. The first step, of course, it to select the metrics and values you want to compare. Popular comparisons include overall best-in-class companies, top industry-specific performers, and head-to-head competitive analysis. Our NorthFace ScoreBoard Award recipients are another excellent source of comparison for CEM performance. These award winners have demonstrated that they provide world-class customer service; rated by their own customers as consistently exceeding their expectations for service quality.

Business intelligence, analytics, and benchmarking are three of the elements that comprise the CEMDNA Playbook Strategy.

3 Ways Customer Surveys Will Benefit Your Business

A successful business needs honest feedback from its customers to evaluate how well those customers’ needs are being met. But customer feedback should be far more than a generic gauge of customer satisfaction. Obtaining customer input is a valuable way to hear firsthand what customers think of your customer experience, products, and services, as well as how to improve them. Just as important, asking customers for their feedback builds customer loyalty and increases retention.

Here are three key benefits of using customer surveys as an information gatherer and relationship builder.

Detailed Insight

The number one benefit of customer surveys is gathering customers’ honest opinions about various facets of your business. Surveys can help you gain insight into how the customer feels about your company and the experience you deliver. Asking the right questions will help you determine, for example, how much customers value the products or services you offer, which provides additional insight into their likelihood to switch providers. Surveys can be an outlet for customers to share detailed feedback not only on products and services, but also on everything from customer service and sales interactions to billing and shipping to ad campaigns and the website experience. Surveys also can help identify potential areas for growth.

Long-term View

Surveys can be repeated. Running a survey multiple times with a defined control will provide you with data ready for comparative analysis. As you collect more surveys, you will have more data to draw deeper analysis and conclusions about your business. Over time, the data will not only reveal important and perhaps unexpected trends, but also may uncover changes you did not anticipate.

Commitment to the Customer

Asking for feedback shows customer commitment, which helps build loyalty and trust—especially if it’s clear to customers how their feedback will be used. If customers’ values, opinions, and feelings are important to your company, demonstrate that by involving customers in ensuring and improving the quality of your products or services. Their input can uncover opportunities for improvements or expansion that you might not have discovered otherwise. And using their feedback is a powerful way to build engagement and loyalty if you close the loop and communicate back to customers the ways that you’ve acted on (and plan to act on) their input and the outcomes of doing so.

The Key Difference Between Loyalty and Retention

Retention marketers know there is a difference between customer loyalty and retention. Without a proper understanding of the two concepts, it’s not possible to retain valued customers and grow wallet share. Consider: A business that keeps customers at all costs is not effectively managing its resources. It’s more cost effective—and more profitable—to use the concepts of loyalty and retention to ensure that customers are so delighted with current product and service offerings that they’ll stay loyal and buy more. That also means it’s better business to identify customers who aren’t a good fit and be willing to cut the cord.

Loyalty Means Growth

Loyal customers conduct themselves in a way that produces positive outcomes for themselves and the business. They stay loyal to a preferred brand despite, for example, price breaks or promotions that competitors offer. Businesses looking to bolster loyalty of turn to formal loyalty programs designed to encourage specific behaviors, such as achieving certain spending levels. Loyalty programs designed well will encourage habits that benefit the customer and business.

When Retention Means Decline

Retention is commonly thought of as the process of keeping a customer. Loyalty programs are one element of retention efforts that aim to not only keep customers, but also increase their value. Retention efforts that aim to keep customers who aren’t a good fit—e.g., they have a high cost to serve, they only buy on special—are likely to waste money on customers who will leave as soon as a competitor presents a better offer. Instead of focusing on price promotions and specials, companies should focus their retention efforts on the customer experience, such as providing education through content, outstanding customer service, and insider-only access to special events.

Why Use Both

Businesses will see the best outcomes from combining loyalty programs with other retention campaigns. Doing so helps to ensure that customers keep coming back—and have plenty of reasons to do so. Implementing a mix of loyalty and other retention-focused campaigns will also help to make sure that you’re build long-lasting relationships with the right customers: those who will provide the greatest returns, versus those with a high cost to serve.