How to Write a Creative Customer Feedback Survey Invitation

Contributed post by Erica Sunarjo is a content marketing specialist at TrustMyPaper and a committed copywriter at term paper writing service. She often works with bloggers, content marketers, professional dissertation writers, and business owners to create value-packed content for businesses.

Customer experience is the foundation of running a successful business, and research proves that 84% of companies that try to improve their customer experience witness an increase in their revenue. The best place to seek for ideas on how to improve your CX is customer feedback.

With customer feedback, you can get direct insight into what customers think about your business and your services. Based on their shared experience, you can work on those aspects that need improvement and ensure that you fix all bugs and issues.

The consumers prefer companies who care about their opinion. That is, 77% of consumers view brands more favorably if they ask for customer feedback. Showing interest in your customers’ thoughts and feelings is a huge plus in this money-chasing world.

However, the problem that brands face is how to convince consumers to take the survey. People are constantly receiving survey invitations, and they aren’t always up for taking some time off their busy schedule to answer brands’ questions.

So, what’s the solution here? How to get customers to fill in your feedback survey and help you improve your CX? The answer is that you have to get creative.

It’s time to put all your creative energy into writing an engaging customer survey invitation that will persuade your customers to leave their feedback.

But first, you need to ensure that the survey is optimized for mobile devices. Considering that 51% of global traffic comes from mobiles, it is most likely that that’s how the consumers will open your survey invitation. Coming across a distorted content will chase away the consumers faster than you finish saying, “take our survey.”

If you are asking for feedback via email (which most brands do), how you write the subject line can be the determining factor. The subject line has the biggest influence on your open rate, and if the customers don’t even open the email, they definitely won’t take the survey.

Boost customers’ interest in the invitation by writing a fun, creative, and personal subject line. Here are some examples to give you an idea of what can work:

  • How can we improve your (shopping) experience?
  • Got a minute?
  • Hi /name/, wanna talk?
  • Help us help you
  • Open up – we want to know about your experience

You might have noticed that these subject lines have something in common – they are customer-oriented. Present yourself as a listener. Use a friendly approach, relaxed writing style, and put the focus on the customer. That’s the winning formula for the subject line.

In case you get stuck, you can find thesis writing service to help you come up with a great subject line. Why thesis writing services? Well, paper writing services can be more affordable than directly approaching a professional writer. Also, thesis writers are experts when it comes to enticing headlines. And what’s an email subject than a headline to your email?

Just be careful not to go too far and make your invitation seem like spam. Using phrases like “Click to win something great” or “We have an amazing deal for you” can redirect your invitation in the spam folder. So, add a mental reminder: no clickbait!

Once you get customers to open your invitation, it’s time for the second challenge – convincing them to take the survey.

The body of your invitation needs to give recipients a solid reason to stick around. A good place to start is explaining to them why they should take the survey.

Be direct and let your consumers know how this survey will contribute to improving their journey as a customer. To make this explanation less general, you can add GIFs or write in a humorous tone.

Humor is the perfect tactic for leading the customers towards taking your survey. What humor does is that it gets people to relax and feel more comfortable. They start to feel as if a friend is asking for their opinion.

It’s a thin line between appropriate humor and going overboard, so you might want to ask for a second opinion.

Another good writing technique is personalization. Use the customer’s name in the invitation’s content. For example:

Listen John. It’s time to get real here. We want to make sure that you had a great time shopping on our site. But how can we know that unless you tell us?

The combination of humor and personalization can be a true winner. But if your brand’s personality isn’t a match to this kind of approach, you can simply adopt a friendly writing style with a pinch of funny.

Many customers are reluctant to take a survey because they don’t know how long it will take. So make sure that you mention an approximate time that the survey will take. To make it more creative, you can write something like:

We can shorten your boredom while you wait in line by 5 minutes.

Show customers that you can relate to their lifestyle, and that’s what will get them on your side.

Lastly, the most important factor in making creative customer survey invitation is originality. Try to intertwine your’ brand’s image with the content. Play around with phrases and sentences, and don’t be scared to try something new.

Unearthing the Most Important CX Initiatives for 2021 Requires Going Far Beneath the Surface

It’s always been a tried and true topic for seminars and webcasts to divine the most significant changes and new directions in a specific industry. Until now, when someone set out to predict what the major trends might be in the following year, they could often just look at what was being forecast in the previous year and update the syllabus of such educational offerings by integrating any new ideas that may have been introduced in the interim.

Of course, viewed through the prism of the world we are now living in, that notion seems like a quaint anachronism, as irrelevant as the Jetson’s 1960s vision of a future of flying cars that fold into briefcases. The clichés used to describe the current situation in the CX/contact center world are mounting …the world has been turned upside down, the way we do business has changed forever, we are living in a new normal, etc. But however tired we may be of seeing these aphorisms, they reflect an undeniable reality. Organizations of all types must find and implement innovative methods to address customers’ momentous needs today to build enduring relationships in the era when Covid-19 is just a jarring memory.

Simply stated, the pandemic has triggered a re-evaluation of the meaning and purpose of customer care. Over the past few months, the emphasis on complex examinations of customer journeys and satisfaction metrics have been supplanted by a focus on the gravity of ensuring that consumers can get the information they need when they need it. Consequently, businesses are now changing the way they will measure and deliver the customer experience in 2021. The sudden transition calls for a new perspective that extends beyond familiar metrics, existing processes, and technology silos.

With the disruption in the workforce due to the lockdowns and furloughs, can businesses be counted on to provide service which makes empathy, understanding and concern integral elements of every interaction? Can CX leaders rapidly reposition themselves to react to the likely long-term alterations in consumer behavior that will undoubtedly come about from this crisis? The challenge is to pivot, innovate and transform operations in a way that enables organizations to not only stand out from the competition, but create new standards of service that truly address the evolving needs of the customer.

In this environment, any educational program that attempts to identify the most critical developments in the next year of the customer experience universe must take a totally fresh approach. On Tuesday, August 11th at 1:00 PM ET, CrmXchange offers a complimentary Best Practices Roundtable discussion that will provide an in-depth examination of the elements that have now become front and center in importance. “CX Megatrends to Watch in 2021” will be presented jointly by experts from two solution providers with demonstrated expertise in revamping contact center operations. Steve Chirokas, Director, Product and Channel Marketing, CallMiner, and Laura Bassett, Senior Director, Product Marketing, NICE inContact, will team up and tap their extensive backgrounds in providing guidance and strategic direction to industry leaders.

The topics to be discussed include:

  • Why Work-from-Home affects the customers’ perception of a brand and the ways that getting it right can positively influence loyalty
  • How to manage remote workers for increases in productivity and enhanced CX
  • In what ways can customer insight, using emotional metrics combined with AI agility, aid agents in taking the next best compelling action
  • How to build momentum toward in-the-moment voice of your customer insight and ensure that responses make for dynamic personalization
  • How to recognize and prioritize digital strategy
  • Specific reasons why moving to the cloud decreases uncertainty during a pandemic

Register now for this enlightening roundtable discussion that will give you updated guidance on what lies ahead. If you can’t attend the live presentation, a link to the recorded webcast will be provided 24 hours after it has been completed.

How Can Businesses Ensure They’ll Reach Customers When So Many Don’t Answer Their Phones?

It happens to nearly all of us every single day: the mobile phone buzzes and we encounter an   unrecognized number and simply don’t answer. It could be an 800 number, an out-of-state exchange or a spoofed number that seems recognizable but is often just one that has been created to seem as though it’s local.

Phone scams are far from a new phenomenon. They have plagued landline customers for years. But with the increase in smartphones, just about everybody has their device on them just about all the time — creating a plethora of opportunities for fraudsters to attempt to con them with false claims, bogus pleas for help, phony free vacations, and frightening assertions that the recipient is about to have their social security account cut off or is facing imminent arrest.

It’s widely assumed that it is exclusively the elderly who fall for these ploys. But these scams are growing more and more elaborate, and nearly anyone can be victimized. In fact, according to the Federal Trade Commission’s recent annual data summary of consumer complaints, 40% of Americans in their 20s reported frauds that cost them money, while 18% of fraud victims aged 70 or older reported they’d been fleeced our funds by a scam.

Another growing issue is the preponderance of robocalls. Over the past several years, the rise of these frustrating recorded pitches has been the focus of lawmakers and consumers alike. In 2017, the Federal Communications Commission prioritized their initiative to stem the spread of illegal robocalls, adopting a new set of rules designed to protect consumers from unwanted robocalls, allowing phone companies to proactively block calls that are likely fraudulent because they originate from certain types of phone numbers. But even with these updated regulations, robocalls continue to be a major problem. It is simply too easy and inexpensive for rogue overseas companies to use them as a tool to get their foot in the door without fear of prosecution.

With all of this going on, is it any wonder that more consumers than ever seldom swipe their mobile phones to answer? A 2019 Zipwhip survey and report (n=520 U.S. adults) found that 87% of respondents said they ignore phone calls from unknown numbers “often” or “very often.” However, this burgeoning rate of call avoidance can be a double-edged sword for consumers and legitimate businesses alike.

In this environment, people often ignore important calls for reasons such as confirming deliveries or medical appointments, miss out on receiving critical information from financial institutions, or learning about legitimate offers from companies with which they already have a relationship.

The problem has only grown worse since the onset of the pandemic. An April 2020 survey of 1000 U.S. mobile phone users by communications transparency provider First Orion revealed that 75% of people said they’d missed an urgent call; nearly a third of those reported they’re missing more important calls now than before the crisis. Eighty five percent tried to return crucial missed calls, only to find it challenging to get someone on the line. First Orion also found that 5% gave up altogether and went to the physical location to resolve their problem – ultimately putting them at a greater risk of contracting the virus.

Is there a way for businesses to verify their identity on each call and allow consumers to be confident that it is a legitimate communication? Learn about an elegantly simple solution in a complimentary webinar on CrmXchange. On Thursday, July 9 at 2:00 pm ET, First Orion will present The Empowered Caller – How to Build Contact Center Success with Call Enhancement, Matt Rateliff, VP of Sales Enablement for First Orion will host the webcast, accompanied by Chris Lindsey, Division VP, Marketing Information Systems, Globe Life Direct to Consumer. It will examine the real-world benefits experienced by Globe Life in using the Call Enhancement solution to make it clear there’s a trusted business on the other end of the line. Among the topics to be explored are:

  • How branding outgoing calls with the company’s business name and logo can increase answer rates and sales
  • How to build customer loyalty and trust with enhanced calls
  • How call enhancement helps call center agents complete more actions and drive revenue

Find out how easy it is to set up call centers for success from the moment the call is made. Register now: if you cannot attend the live webcast, a link will be sent to all registrants 24 hours after it is completed.

Adapting Workforce Optimization to Meet the Rapidly Changing Priorities of Contact Center Operations

In normal times, workforce optimization is a business approach that utilizes advanced contact center technologies to improve customer experience while boosting overall operational efficiency. WFO includes…but is not limited to…automating processes, creating greater data visibility, ensuring compliance, performance management, recording, surveying, eLearning, speech analytics and solving staff-related business problems.

Now, businesses and government agencies are either requiring employees to work from home or redirecting call traffic to employees in less affected regions to handle spikes in interaction volume during the COVID-19 outbreak. Of course, this has led to additional considerations in terms of people and priorities, such as:

  • Increasing the focus on risk assessment and controls
  • Greater emphasis on employee communications, policies, and messaging to ensure that front-line personnel are kept abreast of all pertinent facts
  • Updating QA monitoring and reporting procedures to incorporate the activities of an elevated number of remote workers
  • Improving agility and flexibility while enhancing agent empathy

With the non-stop changes everyone is currently experiencing—constant uncertainty about what might happen in the immediate future, shifting schedules for work and school, caring for family members and overriding concerns about ongoing health risks—employees are often exhausted by the effort required to simply maintain a sense of consistency in their lives.

This rapidly evolving scenario is spurring a greater sense of urgency for businesses to promote employee engagement and prevent morale from cratering among both remote and premise-based agents. Companies are creating policies on the fly to make necessary adjustments during the transition. Among the strategies to be addressed are minimizing uncertainty by more meticulous tracking of outcomes to better predict results. Agents also need to be given higher degree of empowerment. This can be abetted by ensuring they are equipped with the tools and information necessary to do their jobs.

Taking the necessary steps to stabilize and improve workforce performance during the current crisis will be outlined on Tuesday, July 7th at 1:00 pm ET. CrmXchange offers a complimentary roundtable webcast on Best Practices for Workforce Optimization. It will highlight proven approaches and actionable insights to help optimize efficiency in contact center environments.  Among the topics to be discussed are:

  • Using WFO tools to help agents safely make the return to the office
  • Managing hybrid workforce of remote and onsite workers
  • Incorporating regional COVID-19 related safety regulations into business practices
  • Spending time wisely – Establishing more frequent touchpoints to ensure agents continue to feel connected
  • Keeping agents motivated by sharing successes and reward achievements

The roundtable will feature presentations from two experts from leading WFO solution providers. Rich Correia, Director of Product Marketing, NICE will share his expertise in deploying the right products to meet changing need. Kelly Koelliker, Director, Content Marketing for Verint will provide insight on adapting the most effective contact center workforce engagement solutions.

Register now for this targeted and topical roundtable discussion. For those who can’t attend the live session, a link to the webcast will be posted 24 hours after it has been completed.

How Can Companies Provide a Human Touch and Ensure Consumers’ Calls are Answered During a Crisis?

By now, we are all only too aware that contact centers have had to adjust to a new paradigm. Thousands upon thousands of formerly premise-based agents have transitioned to become home-based agents, often in the face of dramatic spikes in call volume.  While companies and front-line personnel are struggling to gain their footing in this unprecedented environment, they must not lose sight of one important truth. On the other end of each call is an individual who is likely to be in a crisis which requires more attention and consideration than it ever did before.

Even before the onset of the current situation, PwC research revealed that 59% of worldwide consumers surveyed believed companies had lost touch with the human element of customer experience, and 75% of respondents preferred to interact with a human as opposed to dealing with an automated system. Given the isolation and uncertainty of what is now referred to as the “new normal,” no one can blame consumers for being even more insistent on service with a human touch.

In a CX space based on people and relationships, taking care of customers has always been a top priority. But even as the sense of urgency has ramped up, sheer volume has resulted in extended wait times and higher customer frustration levels. This also affects agents adjusting to working at home while trying to keep up with the non-stop flow of calls. They may be dealing with consumers frantically trying to cut off automatic payments due to job losses, or people calling with critical inquiries about rapidly shifting business policies that cannot always be resolved online. Effectively handling customers in these fraught situations requires agents to make an added effort to do more intensive listening, apply faster thinking, keep their patience and take every necessary step to ensure that callers feel that a connection has been made.

In all cases, customers must be treated in a way that makes them feel valued. Much of this responsibility falls on the organizations involved, including updating websites and self-help portals more frequently and adjusting their scheduling to deliver higher service levels. However, given constantly changing conditions and rising demand, even that may not be enough. A March, 2020 Bloomberg Business report noted that hold times to reach a customer representative at Capital One were in excess of 20 minutes, based on calls placed by Bloomberg. That compared with an average of 41 seconds in 2018, according to a study from MyBankTracker. While the early gory stories of multi-hour wait times may have ameliorated somewhat as businesses have had time to adjust, it is safe to assume that they remain higher than in previous years. Undeniably, this is a phenomenon that doesn’t seem likely to change anytime soon.

Customers who feel neglected or disrespected will remember their negative experience long after the pandemic has been resolved. The question for executives and managers of contact centers in every conceivable vertical is whether their operation is optimized to handle burgeoning demand. One perhaps obvious way to deal with increased volume is to implement a call-back feature.

On Thursday, June 25th at 2:00 PM ET, Fonolo, a pioneer of cloud-based call-back solutions, will present a complimentary webinar on CrmXchange entitled “How Your Contact Center Can Meet Customer Service Demands During COVID-19.” Shai Berger, Co-Founder and CEO of Fonolo and Chris McLean, Fonolo’s VP of Strategic Accounts, will explore the most significant challenges now being faced by contact centers and how to meet them. Topics will include:

  • Tips and tricks for managing ongoing obstacles to providing service with a human touch
  • The most actionable tactics for contact centers suffering from staff shortages
  • How to manage ongoing high call volume

Berger is recognized as an innovator and thought leader whose mission is to educate the CX/contact center industry on how to improve the customer experience. McLean is a long-time contact center veteran who specialized in building lasting relationships. They will also conduct a demonstration of Fonolo’s call-back solution which reduces the frustration of long hold times, leads to more satisfied callers, and helps create a more profitable contact center.

Register now for this timely and informative presentation. If you cannot attend the live webcast, a recording will be posted 24 hours after it has taken place.

Meeting the New Challenges of Employee Training, Coaching and Engagement

Since the contact center agent is the face and voice that often defines a company in the eyes of existing and potential customers, workforce recruiting must focus on identifying vital traits, skills, and abilities in individuals. But even when those who meet the highest qualifications are put in place, they must be trained, continuously coached, and kept actively engaged to be successful.

Companies which can recruit and retain qualified and motivated front-line personnel are positioned to operate more efficiently while building customer loyalty. According to a McKinsey report, “Failure to keep talented employees can have significant repercussions… attrition can erode customer satisfaction while increasing operating costs. Each new agent hire is estimated to cost the contact center $10,000 to $20,000 in training, direct recruiting costs, and lost productivity during ramp up.”

Taking every step to keep top performers onboard is now more critical than ever. Although many consumers have become comfortable with online self-service tools, once they decide to call into the contact center the issues are almost always more complicated to resolve. Since people are already frustrated at being unable to find answers on other channels, they are on edge from the moment when an agent picks up the call.

This dilemma has only grown more acute during a crisis in which many customers are already panicked. According to a recent blog on CrmXchange by Uniphore, 60% of consumers said they were given different or conflicting information on current conditions from the news, leaving more questions than answers. Adding more fuel to the fire is that customers are often faced with longer wait times as companies adapt to a new wave of work-at-home agents. Nearly 40% who were put on hold with a company after calling about crisis-related issues stated that they were annoyed or frustrated.

Further McKinsey research suggests a need for companies to take a proactive stance when interacting with their contact-center employees by focusing on engagement and finding ways to increase their comfort and happiness wherever they are working. They found a startling difference in outcomes. Engaged and satisfied call-center employees are:

  • 8.5x more likely to stay than leave within a year
  • 4x more likely to stay than dissatisfied colleagues
  • 16x more likely to refer friends to their company
  • 3.3x more likely to feel extremely empowered to resolve customer issues

So how does a company ensure that these valuable assets are happier and more productive? Actions in three areas can have a major impact– targeted coaching, employment of updated training techniques and applying proven strategies to enhance employee engagement —and they are available for all contact centers to take.

A focused educational alternative now makes it possible for a business’s entire workforce planning team to benefit from the latest innovative thinking without ever having to take so much as a step away from their home offices.

CrmXchange is presenting a premier online virtual conference: Techniques for Training, Coaching and Employee Engagement, to be held from June 15-19. The event is being produced in conjunction with the Quality Assurance and Training Connection, (QATC), a membership association created specifically for quality assurance and training professionals in the contact center environment.

The web conference is structured to benefit contact center leaders at all levels – supervisors, managers, directors, and VPS. The fully interactive event enables attendees to meet with industry experts and colleagues who will answer questions in real time while providing updated strategies and techniques. The schedule is designed to provide direction to meet the changing needs of businesses transitioning to a greater percentage of work-at-home agents but will also provide guidance for companies still maintaining on-premise employees.

Among the topics to be covered in-depth are:

  • Learning how to work in a remote world
  • Best methods for coaching and training remote and on-premise agents
  • How to optimize agent performance in the new reality
  • Developing an effective instructor competency program

The event will kick off on Monday, June 15 with a focused keynote address entitled “Do Better Work – Finding Clarity and Camaraderie in a Remote World.” It will be presented by Max Yoder, CEO and Co-Founder, Lessonly who will offer stories of the best ways for businesses to navigate the path to working from home, providing specific examples of how to foster understanding, accountability, and progress from disparate teams.

Other areas to be explored in this targeted, complimentary virtual conference include:

  • How to Foster Agent Engagement and Human Connection Through Coaching Your Remote Contact Center Team in a Post-Pandemic World
  • Nurturing Employees to Become Ambassadors and High Performers
  • Agent Coaching and Engagement for Remote Service Excellence
  • Creating a Solid Gamification Strategy to Engage Employees Near and Far

In addition to the educational sessions, attendees can visit the booths of leading suppliers in the online exhibit hall. They can then download white papers, videos, product data sheets and other vital content from leading solution providers and organizations such as CallMiner, NICE inContact, Calabrio, NICE, Lessonly, C3 Software and Sharpen.

Register now at no cost for the complete four-day event: there is no limit on how many people a company can sign up. For those who cannot attend the live presentations or have the time to visit the exhibits during the event, links to all sessions and the exhibit hall will remain open for one full week after the event is completed.

Amid COVID-19 and Social Distancing, Consumers Prefer Calling Customer Service

Guest post from Uniphore

There is a major shift in customer sentiment since COVID-19: they want more human interaction and are more likely to leave brands based on a bad experience.

Full results are chatbots, but among the highlights:

People still hate calling helplines:

  • Nearly
    one third of callers (28%) are left on hold for long wait times (sometimes
    over 2 hours!)
  • 72%
    said they have hung up on a call when waiting to speak with a live person
  • One
    third of respondents would prefer to deep clean the bathroom than be put
    on hold

The issue is that they’re more important now than ever. 

  • More
    than 60% said they were given different or conflicting information from
    the news, leaving more questions than answers
  • Only
    5% of respondents tried to reach out to a company via chatbot, and 9% have
    written an email, reinforcing the notion that in these trying times,
    humans still want to connect with humans via voice technology

Contact center employees are among the essential frontline workers, providing necessary information to all. But they’re clearly overwhelmed, proving that voice AI software is more essential now than ever before. 

  • Of
    those who were put on hold with a company after calling about coronavirus,
    almost 40% said they were annoyed or frustrated.
  • More
    than 43% of respondents were not able to speak with a healthcare
    representative after calling a helpline
  • 40%
    of respondents noted they did not even receive helpful healthcare
    information when finally able to contact a healthcare call center

For all brands – whether you’re a healthcare provider, insurance company, retailer, or hospitality company –  excellent customer service is still vital to a brand’s identity.

  • 68%
    said they would stop patronizing companies they had a bad customer
    experience with

Click on the link below for an infographic of global survey  results on this topic and how this shift is impacting industries like healthcare, financial services, travel and retail:

uniphoresurvey-2020

Companies That Are Serious About CX Need to Up their Mobile Customer Support Game

It is no secret that customer experience (CX) has become perhaps the most compelling influence in the consumer’s decisions to initially do business—and build an ongoing relationship  –with a company. CX can be defined as the sum of all experiences a customer has in their interactions with a company and its products or services. Understanding these interactions, specifically what makes them positive or negative, is central to making improvements. Effective CX is determined by the quality of the experience customers have when they seek product information and seek support—tasks they now mostly use mobile devices to accomplish.

Engaging mobile consumers requires businesses to become more creative. Mobile devices are more than just hand-held web browsers. People have long since become accustomed to using mobile devices for a very wide range of activities, beyond calls: social media, taking/viewing photos, GPS navigation, downloading music and videos or watching live entertainment

SMS, or mobile text messaging is also a long-term primary use case, in social and now increasingly in business contexts. In fact, with the rise in mobile device usage, messaging is the default user behavior. But it goes beyond SMS texting alone. Mobile phone users throughout the world are sending messages back and forth, using Facebook Messenger, WhatsApp, Apple Business Chat, and other emerging channels of mobile chat messaging. However, in the US where most of us are text messages, companies are just starting to learn more about these emerging channels and how they can use them to improve communications with their customers. These are developments that are taking hold and it’s becoming more critical for businesses to be knowledgeable about them. This particularly true for organizations that wish to expand their global presence.

According to research by Forrester, people don’t wish to go out of their way for support. This   put companies in the position of having to keep up when their customers are blazing new trails. As Forrester put it in a recent report, “Customers will explore emerging channels to reduce friction. Customers want to move between channels without having to repeat their situation every time. They want to get service at any point in their pre- or post-purchase journey.” This need for flexibility and responsiveness becomes a serious problem when customers are unable to reach a company’s agents as quickly as they would like to. Then, once connected, customer frustration ramps up rapidly when they can’t adequately resolve their issue through a voice-only conversation. So, the undermined customer loyalty and increased cost becomes a lose-lose scenario for businesses.

Of course, there are more effective methods to deliver mobile customer service that enhance as opposed to detract from the customer experience., Mobile service specialist UJET will share detailed information on how organizations can to transition from voice-only interactions to engaging their customers on a variety of rich and responsive messaging channels. On Thursday, May 27 at 1:00pm, UJET will present a complimentary webinar on CrmXchange entitled “Mobile Support For Cost-Effective and Enhanced Customer Experience.”

Josh Mazgelis, Solutions Consultant, UJET, will draw on his 25 years of contact center experience. He will discuss how to cost-effectively deploy the company’s cloud-based mobile-focused customer satisfaction platform to enable customers and reps to share photos and videos, take screenshots, and even combine voice and text together. Among the topics to be covered are:

  • Enabling end-users to easily share multimedia with agents
  • Elevating the customer experience with Rich Communications Services
  • Using data intelligence to customize and improve support channels

Register now to see how your company can upgrade its mobile service. If you can’t attend the live webinar, a link to it will posted 24 hours after it is presented.

Now is a Better Time Than Ever to Update from Manual to Automated Forecasting Models

Even in the best of times, determining the right staffing levels needed to keep a contact center operating efficiently while adequately meeting customer demand is a delicate balancing act. Staffing too many agents needlessly drives up costs: staffing too few at peak times causes service levels to suffer. The first step in making informed forecasting calculations is to accurately estimate the volume of calls coming into a business’s contact center. Of course, this is easier said than done, particularly in an environment where many organizations are experiencing dramatic call spikes driven by concerned and often panicked customers.

While there are many ways a company can try to figure out the number of calls coming into the contact center, the method will ultimately depend on which sources of information to which it has access. Obviously, the most effective way would be to obtain an accurate calls-per-day figure from an Automated Call Distribution (ACD) system. But even though these systems have proliferated over the years, far from every company that could benefit from such a solution has one in place. For many businesses that do not have an ACD or effective call logging solution, the option becomes simply asking staff to manually log the number of calls coming in.

Trying to match agent availability and skills with staffing needs while keeping track of work hour limits and labor costs is a daunting task, especially when done manually or with Excel spreadsheets. Some companies still employ downloadable templates to do their scheduling in Excel, often employing Erlang C formulas.

While using Excel can be a viable option for some smaller companies, it can turn into a tedious, time-consuming and inefficient process, particularly when there is a need to scale up rapidly. Making it all work is dependent on the contributions of a few lead users who have the requisite knowledge and system access. These lead users must frequently create new tables or worksheets …sometimes entire new files…to set up new staff groups, forecast time periods, call types, forecast variables, or forecast methodologies, These files then must be stored and linked together. If they include elements an entire team to needs to access, the files must be stored on network shared drives. In addition, spreadsheets tend to get progressively more complex, hard to maintain and error-prone

In an evolving period that calls for rapid response and flexibility, businesses are becoming increasingly frustrated with the limitations of Excel and are now seeking a simplified and more accurate planning process. Contact center managers and executives are seeking to find ways to connecting themselves with the tools that can take their WFM practice to the next level. Now they can take advantage of a focused educational presentation to help them expedite the timetable to understanding and implementing a more time-effective solution.

Genesys will present a complimentary tutorial “Best Forecasting Methods In the 21st Century.” on CrmXchange. The webcast, scheduled for Thursday, May 28th at 1:00pm ET. will be led by Shawn McCormick, Senior Solution Architect, Genesys. Shawn brings to the table more than two decades of experience supporting the Workforce Management/Workforce Engagement needs of companies of all sizes from just about every industry sector. He started his career as a manager doing scheduling on paper from a forecast sent down from corporate and thus respects the tradition while embracing the enhanced possibilities offered by WFM technology.

Among the topics he will delve into are a review of what is actually possible and how automated forecasting plays a role in preserving business continuity. This includes:

  • Considerations for the manual planning processes and the perspective of faithful Excel users
  • If automation is right for a specific company – what needs to be looked at to make the correct assessment
  • How the use of AI enables businesses to perform the planning process more accurately and rapidly than ever.

Register now for this topical webcast: if you are unable to attend the live presentation, a link will be posted 24 hours later to allow you to access it.

 

 

 

 

Discovering the Value of Attended Automation as a Digital Transformation Tool to Enhance the Productivity of Remote Agents

It was a transition that was already in progress before the current emergency unfolded. The migration to a reduced population of work-at-home agents, coupled with the unprecedented spike in demand for information, has dramatically accelerated the need for digital transformation. While just about every business already knew it had to digitize its operations to remain competitive, many are now scrambling to get up to speed.

Three key process automation technologies: Robotic Process Automation (RPA), Cognitive Intelligence and Attended Automation are the core elements in any digital transformation initiative. Attended Automation is the orchestrator that binds them together by ensuring that agents are aligned to both customer-facing and back-office processes. It acts as a kind of digital personal assistant to all employees, giving them real-time, context-specific guidance when needed in interaction processes.

In its truest form, Attended Automation is comprised of software robots that reside in each employee’s desktop. These robots have cognitive intelligence that enables them to navigate the dynamic desktop environment: a robust functionality that empowers them to bubble up when they sense an employee needs guidance. They communicate with employees via intelligent, interactive screens that are fully customizable.

When businesses adapt Robotic Process Automation (RPA) or chatbot solutions to support both the automation of repetitive tasks and the accessibility of self-service channels, the central focus will continue to be on humans. It is live people who are responsible for the proper functioning and sustainability of these solutions. Applying Attended Automation technology to customer-centric operational processes further augments the role played by humans.

Attended Automation was initially designed to work in collaboration with live agents to enable them to focus on high-value tasks that require a human touch. But with the need to keep business continuity in crisis mode becoming the new norm, it has also become a tool to allow people to achieve their full potential while helping them adjust to organizational change. This in turn helps companies maintain service consistency and process efficiency while keeping their growing number of remote agents on-target.

Learn more about the benefits by attending a complimentary webcast presented by NICE on CrmXchange on Tuesday, May 19 at 1:00 PM ET. It’s entitled “Keep Your Remote Agents Engaged and Productive with Intelligent Attended Automation” and will be delivered by Karen Inbar, Director of Marketing for NICE Advanced Process Solutions, an expert with a 20-year track record in the high-tech field, including stints at leaders such as Microsoft and SAP.

Among the topics she will address include using intelligent attended automation to:

  • Positively impact service operations and consistent delivery within a new distributed working environment.
  • Enable remote agents to adapt to their new working environment during an uncertain and turbulent period.
  • Practical ways in which intelligent Attended Automation helps agents stay informed, productive and empathetic to customer issues.

Register now at no cost for this timely and informative webcast. If you are unable to at attend the live session, a link to the webcast will be posted within 24 hours of the presentation.