Contact Center Analytics

An Online In-Depth Education Program Without the Cost and Inconvenience of Traditional Live Conferences

While there are numerous quality live conferences in the CX/contact center space that delve into workforce optimization, attending these events often entails a series of complex decisions. First, you must determine if it includes enough seminars that are relevant to your specific needs and exhibitors with the right solutions to advance your program. Then, you need to obtain approval and funding, plan the details of the trip and make sure all your responsibilities are covered while you are away. While some consider traveling to an event a welcome break from routine, others find it a time-consuming, expensive disruption that they simply can’t justify.

The need for ongoing education in this critical operational area continues to grow. Over the past 12 years, an increasing number of workforce planning professionals have found a flexible, no-cost, no-travel alternative in CrmXchange’s annual online Best Practices in Workforce Optimization virtual conference, produced in conjunction with the Quality Assurance and Training Connection (QATC) and the Society of Workforce Planning Professionals (SWPP).

Over the past two years, the event has been expanded to provide even more in-depth education. For 2019, it will take place the first two weeks of November, with the first week (November 4-8) focusing on QA and Analytics and the second (November 11-15) examining strategies for Workforce Management and Performance Optimization.

The enhanced conference content reflects the evolution of how contact centers now approach workforce planning responsibilities. It used to be handled in independent groups, with one team handling quality assurance, another conducting training, and yet another developing agent schedules. Supervisors often tried to do coaching with no input from other functional areas, while managers simply ran and reacted to reports. But this disconnected approach no longer works in today’s complex, omnichannel contact center environments. Workforce Optimization is a wide-ranging field that now encompasses all these elements as a unified discipline. And the CrmXchange virtual conference provides WFO professionals with the year’s most convenient and comprehensive opportunity to gain greater insights on the latest technologies, tactics and best practices.

Attendees have the opportunity to meet in real time with industry experts and colleagues who can answer their questions and offer business solutions tailored to their contact centers, without the cost and time away from the office of an on-site conference. Anyone can attend learning sessions the same way they would in an on-site conference.

The format allows entire WFO teams to share newly acquired knowledge throughout an organization. Team members can attend live sessions together or attend different session tracks. All sessions will be recorded and available on demand for one week after the conference – giving those who could not attend the initial presentation the opportunity to view the sessions later.

In addition, attendees can visit the virtual exhibit hall to download product videos, and obtain product information, press releases, white papers, and much more. Sponsors, including Calabrio, CallMiner, NICE, NICE inContact and Verint, are ready to share the latest innovations that may benefit your contact center.

And while you can’t sit down over a drink after hours, you can still chat with presenters and peers in the virtual lounge, a specially designed virtual networking forum for registered members of this online event. Learn what others are doing, meet colleagues, pose questions, and offer your own insight.

The Best Practices in Workforce Optimization virtual conference kicks off on Monday, November 4 at 12 noon ET with a high-interest keynote address Building a Customer Experience Movement which examines the true elements required to create a culture-changing CX program that is built to last. It will be presented by Nate Brown, Co-Founder of CX Accelerator, a virtual community of customer experience professionals.

Join the thousands of industry executives who have already benefited from this powerful complimentary two week online conference Register now and check out the broad ranging agenda.

New CX Metrics for Today’s Digital World

Consumers want omnichannel but conversations and measurements haven’t kept pace by Ted Hunting, Bright Pattern

The customer experience (CX) is increasingly digital with over 95% of customer interactions starting on websites. Forrester research shows that customers are using and hopping between an increasing number of media channels, such as chat, text, messengers, and of course, traditional channels like email and voice calls. Even though “omnichannel” is still an industry buzzword and there has been a dramatic shift to new channels, fewer than 20% of companies offer a seamless, continuous conversation across channels. Ninety percent of consumers want this type of effortless customer experience without friction or silos, but companies are failing to deliver.

Similar to the gap between customers’ expectation for omnichannel and companies’ ability to offer it, metrics for customer experience have also remained siloed and focused all too often on voice. Traditional CX metrics like Average Handle Time are still valid but today’s digital world requires new metrics. In this blog, I will discuss and propose some new metrics as well as some keys to measuring them.

Key #1: To improve the journey, you must see and measure the journey.

Recent metrics that attempt to move beyond siloed metrics for the voice-only world include Reichheld’s Net Promoter Score (NPS), Customer Satisfaction (CSAT), and Sentiment, which rate overall how customers feel about a company and their customer experience.

To improve the customer experience, I recommend using NPS, CSAT, and Sentiment as guiding lights for three new metrics: NPSJT,  and CSATJT, and SentimentJT . These metrics measure NPS, CSAT, and Sentiment by journey type (JT). For example, banks may want to measure CSAT, NPS, or Sentiment by journey type—think mortgages, credit cards, or home equity line of credit. Likewise, retailers may want to measure NPS by journey types like TV sales versus refrigerator sales. By measuring at the journey level, you can improve the quality of each journey type.

CSAT is typically obtained by a simple survey (e.g., rate your experience by giving 1–5 stars) at the end of the given customer’s journey. Sentiment can be measured by an average sentiment score or ending sentiment score for each journey using AI measurements.

Tip: Add new metrics for omnichannel digital CX: NPSJT , CSATJT , and SentimentJT .

Key #2: To improve channel CX and customer segment CX, institute quality measurements at the channel level and measure at the customer level.

It is also important to measure CSAT, NPS, and Sentiment at the channel level and customer level. To do that, I propose using these new metrics for channel type (C): NPSC, CSATC, and SentimentC . These new metrics measure the CSAT, NPS or sentiment on each channel, letting you see which channels are performing well or poorly. They require a simple survey at the end of all interactions within the larger customer journey. If you can see which channel is performing poorly (e.g., chatbots), you can improve the channels and smooth out any points of friction in the customer’s journey. A Bright Pattern survey of consumers showed that NPS scores for bots, text messaging, IVRs, email, and social interactions ranked low, showing common areas along the customer journey that companies should improve.

To measure CX at the customer level, I propose these new metrics for key customer segments (CS): NPSCS, CSATCS, and SentimentCS. Similarly you can look at CSAT, NPS or Sentiment by customer segment, such as gold customers, bronze customers, and new prospects. This provides you with the opportunity to provide specialized care to your best customers by personalizing their experience.

Tip: Add new metrics needed for Digital Omnichannel CX? NPSC and CSATC and SentimentC for channel and NPSCS and CSATCS and and SentimentCS for customer segment

Key #3: Enable omnichannel conversations and omnichannel quality assurance measurements via a platform approach.

So how to get started? First and foremost, to offer a seamless conversation across channels while measuring these omnichannel conversations to improve quality requires that you take a platform approach. All channels must be native in the platform so that a single conversation can be offered to your customers and all interactions can be measured from a quality management standpoint. An end-to-end omnichannel CX platform with omnichannel conversation capability and omnichannel quality management embedded within the platform is the key to easily creating and measuring great omnichannel customer journeys. Contrast this to bolt-on systems that are expensive and time-consuming to implement with siloed conversations and data.

Agent churn: It’s not you, it’s your employee engagement strategy

Jeff Gallino, CTO and founder of CallMiner

It’s no secret that contact centers are infamous for their high turnover rates, which average 45 percent year-over-year—more than double the average for all U.S. occupations. What most companies don’t realize, however, is that this doesn’t have to be the status quo. Identifying the signs an agent is about to check out and having solutions in place to change the outcome can dramatically reduce agent churn well before they decide to give their notice.

If retention isn’t motivation enough, research shows that an astonishing 77 percent of employees worldwide are not engaged, which, according to Gallup, can cost upwards of $605 billion in lost productivity per year. There’s incredible value in spotting non-engagement signs and addressing the lack of productivity that often lead to agent turnover early. This can ensure strong employee engagement and stop the turnover cycle. Not only will it save billions in lost revenue, it will promote better customer experiences through an organization’s No. 1 advocate—its employees.

Warning Sign 1: They go into silent mode

One of the primary indicators of an unengaged employee is silence. Silence is commonly caused by a lack of agent training, but this isn’t only applicable immediately after onboarding. Agents require extensive knowledge of your company’s products and services; however, many employees miss out on new product information because organizations neglect to offer continual education programs.

Employee silence can also happen outside of customer interactions, as managers of unengaged agents tend to notice an increase in the amount of time between each call. Although this doesn’t usually stem from a lack of company knowledge, it’s a telltale sign an employee is experiencing a lack of motivation. Distant employees are comfortable with doing the bare minimum to get by and will likely keep their heads down, and calls quietly recording, to purposely limit the number of customers they interact with.

Warning Sign 2: Under (but not terrible) performance

Decreased performance in areas such as average handle time (AHT), call volume, and following a script could all point to a lack of engagement that, if not fairly addressed, can lead to lower NPS scores, turnover, and even compliance risks.

Sometimes, however, quantifiable performance metrics aren’t the sole indicator of an agent’s performance—as agents aren’t at-fault for many of the disruptions that happen during the call. Companies need to take training, tools and technical factors into consideration when it comes to gaps in an agent’s performance and use contextualized scoring methods to accurately and thoroughly understand where performance issues are occurring and the root cause.
Warning Sign 3: Inconsistent feedback on their work

According to research by Gallup, less than 21 percent of employees strongly agree their employee implements fair evaluation processes. Contact center agents handle dozens of calls per day, but many outbound surveys and manual quality management reviews only account for three to five percent of an agent’s interactions—leading to ill-informed assessments of their overall performance.

In addition to being inaccurate and irregular, many legacy feedback systems are impersonal. Call center feedback usually only involves reprimanding, despite the employee’s desire to be recognized for exceptional service. The lack of effort put into celebrating successes usually causes agents to feel unappreciated and less likely to advocate for the business.

How to Stop the Cycle

Proper training—during and after onboarding: Before sending your agent out on their own, how do you know you’ve given them the proper training to handle the influx of problems they’ll face out on the floor? To keep up with the fast-paced environment of the contact center, they need to stay informed, especially if your products and services are constantly evolving. Each one of your employees is unique and despite what’s suggested by legacy employee education programs—their training processes should be as well. Speech analytics data can help managers offer personalized training programs in accordance with agents’ specific needs, even after onboarding.

Tools to optimize performance: Aside from training, contact center operators need to ask themselves whether their agents have the resources they need to succeed. While two-thirds of customers dial in with a problem, some caused by lack of self-serving options on other channels, they expect your agent to be able to solve, lack of resources is one of the biggest factors leading to job-related stress. It’s impossible to guide each of your representatives through every single interaction—but tools and customer engagement analytics software can take information in real time and apply historical data to provide your agent with better insight and guide them through the call based on the context of the conversation.

Real-time feedback: Agents should always know where they stand when it comes to their performance. A discussion a week, a month, or a year later about a specific interaction with a customer will not help anyone succeed. Having an analytics tool removes any sense of unfairness that’s usually associated with random selection by providing an inclusive and holistic view of your caller engagement data, ensuring a stronger voice of your employee. It also helps with coaching by automatically scoring 100 percent of your agents’ customer interactions to pinpoint the exact areas they need to both improve customer experiences in real-time and add business value in the long run.

While employee turnover is one of the biggest problems companies face today, employee engagement is just as impactful to your business’s bottom line, as those with highly-engaged workforces outperform their peers by nearly 150 percent. All problems associated with the warning signs of an unengaged employee point to a similar source—the company’s inability to fully understand the needs of their employees from both a personal and professional perspective. Similar to how analytics and artificial intelligence work to strengthen customer loyalty, these tools and concepts can help personalize your organization’s approach to agent management—offering a fully-developed employee engagement strategy that involves critical coaching and feedback procedures. In doing so, companies can foster a positive work culture and keep employees from feeling as though they are ‘just another number’.

5 Strategies for an Enhanced Customer Experience

Customers don’t hesitate to talk about a negative experience with a brand ­– they tell their friends and, more importantly, post critiques online for the rest of your customers to see. Even one bad experience can spoil a customer to a company forever. Customer experience has to be a top priority for contact centers in order to promote satisfaction and loyalty.

  1. Treat all interactions with the same care.

There isn’t one type of feedback that’s more important than another ­– they’re all valuable and important. If you’re going to have various communication paths set up – Twitter, email surveys, live chat – you need to be available and responsive on all of them with the same amount of attention. Otherwise, consider if that channel is important enough to keep.

  1. Invest in cognitive computing.

Cognitive computing technology takes natural language processing a step further ­– it can tell how a person is feeling by analyzing the sentiment behind what they’re saying. The agent can then adjust their responses in order to improve the customer’s mood to either neutral or happy before the call is over.

  1. Allow all employees to make decisions.

Unless there’s a legitimate reason why an employee can’t resolve a situation on their own, give your agents the power to make key decisions. For example, if discounts or refunds are usually offered to customers who meet certain criteria, allow your agents to present the offer without having to transfer the customer to a supervisor.

  1. Offer excellent advice for the individual customer.

If you have advice to give, give it! The customer experience is largely based on building relationships. Customers will trust you if you give them valuable advice even when it’s not directly promoting one of your products or services. Creating a loyal customer can be more important than getting another sale right this second.

  1. Make self-service obvious and easy.

You can build a solid relationship with a customer without speaking with them one-on-one. Remember, the company overall is developing the relationship; the relationship isn’t between the agent and the customer, necessarily. Many customers want the option of self-service. Knowing they can accomplish a task on their own can boost the sentiment they have for your company.

When you put customers at the center of your business goals, you’ll be in a better position to deliver the quality experiences they demand.

5 Important Contact Center Metrics for Agent Productivity

As a contact center manager, you can’t just wing it. You have to know which metrics to measure and how to use them. Here are 5 contact center metrics related to agent productivity that may be critical for you to track.

1. Average Call Abandonment Rate. This metric refers to how many calling customers hang up before reaching an agent in order to give the customer a great experience, they need to actually stay on the phone! The issue could be that agents aren’t getting to the call in time or that the IVR has too complex a queue.

2. Average Time in Queue. This metric takes the total time callers are waiting in the queue and divides it by the number of calls that are answered. If customers are waiting for too long, you can find a way to make agents more efficient (like gamification) or consider adding a callback service.

3. Inbound Contacts per Agent. This metric measures the inbound contacts an agent handles, which isn’t limited to calls but also includes chat, email, social media and texts. You’ll be able to see how efficient your agents are and also figure out where they can make improvements. It’s possible they need help handling a certain type of interaction, like live chats, but are adept at all others.

4. Average After-Call Work Time. There’s going to be some amount of after-call work for the agent to perform, but if this is eating up too much time, you need to know about it. Yes, your agents have to do thorough, accurate work, but taking extra time cuts into time they could be spending with another customer. Monitoring this metric could tell you if the paperwork is too complicated, if the agent needs additional training or if there’s a lack of motivation.

5. Occupancy Rate. Occupancy rate gives you a bird’s eye view of an agent’s productivity. It includes all duties related to customer contact, including the contact itself and after-contact work. This metric is pretty straightforward: if the occupancy rate is too low, that means the agent is spending work time doing something non-work related or something for work that doesn’t involve customer contact (like training or another type of duty).

Other important contact center metrics for productivity include average speed of answer, average handle time, first call resolution and service level.

4 Essential Components of Your Workforce Optimization Software

Delivering a positive customer experience is no small feat ­– there are a lot of moving parts that have to work together, with workforce optimization (WFO) being a major component. When considering which WFO suite to go with, keep the following four must-haves in mind.

  1. Integration with Existing Systems

The WFO system you use should be compatible with the rest of your contact center. Cloud WFO solutions are typically the easiest to integrate ­– they can be custom-fitted to your contact center, prepped and tested before going live, and even run along with your current WFO solution as you make the switch so there’s no downtime.

  1. Creation of Reliable and Adaptive Schedules

With the right WFO solution, scheduling becomes much easier. Your WFO software should generate schedules with enough agents to cover daily shifts, accounting for agent requests like certain days or times off, flex shifts, or work-from-home shifts. At the same time, your software should review shift data to accommodate for high and low patterns, which will affect things like breaks and training sessions. Your WFO solution should also be flexible enough to adapt when something unforeseen occurs that requires a quick change in the workforce.

  1. Real-Time Schedule Adherence

In order for management to know if an agent’s daily activity is in line with contact center objectives, you’ll need to see reports about schedule adherence. Your WFO solution should monitor and record real-time adherence, tracking log in and log out times, plus lunch breaks and other types of breaks. For contact centers that have out-of-the-box needs, like after-hours coverage, your WFO solution should let you create custom guidelines.

  1. Accurate and Robust Reporting

WFO (and just about everything else at your contact center) revolves around reports ­– otherwise, it’s very difficult to know what’s going on in your business. Even the best managers can’t be everywhere all the time, which is why they rely on reporting. The data that’s gathered will help you figure out where changes need to be made and what type of training needs to occur moving forward. Comprehensive reports will help you make the right workforce decisions.

The philosophy of WFO ­– shifting the workforce for the sake of optimal productivity ­– has been around for a long time, but actually embracing this philosophy by seeking out the tools to achieve it is still new for many contact centers.

What’s on Your Supervisor Screen? Agent KPIs to Watch

In your day-to-day contact center operations, everything under the sun can be measured, reported on, and popped to your screen. When you’re bombarded by data, only the most-used KPIs deserve a spot on your agent desktop. How do you know which KPIs are the most valuable to your team, contact center, and business?

A Key Performance Indicator (KPI), also called a metric, is a value that you can measure, one that shows just how effective your business is at achieving its goals. If your top business goal is to boost customer satisfaction, for example, you’ll probably want to keep an eye on KPIs such as call abandonment rates, survey responses, average handle time, and so forth. Contact centers use metrics to collect specific data from every interaction, service, queue, agent, survey, and more.

In any contact center, the real-time metrics that supervisors use on a daily basis generally fall into common categories, such as these:

  • Agent metrics
  • Campaign-specific metrics
  • List metrics
  • Service metrics
  • Skill metrics
  • Team metrics

Nestled in each category, there can be dozens, if not hundreds, of metrics, and the ones that matter really depend on your company’s goals.

Your Agents, At-a-Glance

Do you know what your agents are doing, right now? Supervisors need dashboards and wallboards with real-time KPIs that signal which agents and teams need to be monitored. And when there are 50+ KPIs to choose from, how do you know which ones are the most important? The more metrics you add to a dashboard, the less useful a dashboard becomes. In this blog, we will focus on some of the most-useful real-time agent metrics for contact center supervisors to watch.

Agent State

An agent’s state indicates whether or not the agent can handle an interaction. It may seem basic, but this information is very useful to the supervisor monitoring a team of agents working both in-house and remotely. Agent State provides an at-a-glance look at whether agents are ready, not ready, busy, idle, or doing after-call work. For agents in the Not Ready state, this metric also provides the reason (e.g., lunch, break, meeting, etc.).

Agent State shows what every logged in agent on your team is doing right now. If all your agents are busy, you know why the queue is filling up with calls, or why callers are still on hold. Likewise, if all your agents are ready yet the queue is backed up and customers are not being helped, you have reason to suspect your services are not running.

Time in State

Time in State is how long (in minutes and seconds) an agent has been ready, not ready, and so forth. Generally, supervisors will know what duration is acceptable for service calls, chats, breaks, and after-call work, and the Time in State metric will give them a cursory view of who’s working as expected, who’s slacking, and who needs help. For example, the supervisor may want to check in on an agent who’s been in the Not Ready state for 24 minutes, with no reason given.

ACW Time

After-call work (ACW) consists of all the tasks that agents must do before they can complete the interaction, tasks such as setting a disposition, creating contacts, writing notes, setting follow-ups, and more. These tasks are important but tedious. Agents in the ACW state cannot handle a new interaction until this work is done.

ACW Time can show you which agents and teams are not accepting new interactions because they’re still working on the old. High ACW time can indicate it’s time to relieve your agents of this type of work and automate the tasks instead.

Sentiment

Displayed as faces that are happy, neutral, or angry, sentiment provides a quick glimpse at the general mood and satisfaction level of your customers, in real time. It’s not the sentiment of your agents. Happy faces mean happy customers, and angry ones spell low customer satisfaction and poor reviews.

When agents chat with a customer, for example, the system is utilizing Natural Language Understanding and other cognitive technologies to assess the customer’s satisfaction level. Positive keywords, statements, and expressions become happy faces in the supervisor’s monitoring screen and in the agent’s active interaction. Sentiment is also saved in interaction records and chat transcripts such as this.

The sentiment of an unhelpful chat session would immediately appear on the agent’s screen within the chat as well as on the supervisor’s screen. A slew of angry faces in the supervisor’s list view of active agent interactions means the supervisor should monitor those agents and step in to help.

Customer Satisfaction

Customer Satisfaction (CSAT) is the average result of surveys where the customer satisfaction question has been answered. The best way to know how your customers feel about your service, agents, products, or anything else, is to ask them.

Net Promoter Score

Net Promoter Score (NPS) is the percentage of points for all surveys where a response was given for the contact satisfaction question. The percentage is calculated out of the number of interactions, where surveys exist, by subtracting the percentage of promoters (values 9 and 10) by the percentage of detractors (values 0 to 6).

You want to have a high NPS at all times. Customers are more likely to respond positively to a contact satisfaction question if they had a good experience with a knowledgeable, helpful agent. For contact centers, NPS is key way to measure success

Contact Center Driven by Insights

Agent metrics provide detailed information about agent performance and customer satisfaction. These KPIs provide the insights you need for improving agent engagement and elevating the customer experience.

After all, customer experience hinges on empowering agents with the right training, tools, and service model. Bright Pattern’s omnichannel contact center software helps empower agents with unique tools that facilitate better conversations, boost agent performance, and deliver higher returns in customer satisfaction and agent engagement. Having a unified and powerful agent desktop that displays important KPIs helps to keep supervisors focused on teams and agents focused on customers.

You can learn more about how monitoring agent metrics can help improve agent engagement and customer service by downloading the Bright Pattern e-book.

How to Create and Improve Your Customer Experience Model

To create a consistent, customized experience for your customers, you need a well-rounded view of the entire experience and all its parts. When you’re able to see the customer experience in full, you’ll streamline targeting and optimize communication.

By streamlining targeting, you learn which customer segments are interested in specific products and services, plus which channels you should use to target these specific customers. You’ll then uncover the best ways to communicate with that specific segment, including the sort of messaging they respond to.

What You Need to Create a Customer Experience Model

Creating a customer experience model takes into account all of the different parts of the customer experience you may have already tackled, like data, the customer journey and personas. Here’s where you’ll bring them together.

Who and Why

During this stage, you’ll understand your customers and see them as humans, not as metrics. This is where you’ll define customer personas. A persona considers the goals, motivations and needs of your VIP customers, which is based on data and research. You’ll gather and understand personal details, like who they are, what they want and why they should care about your product or service.

When and What

This is where you’ll map the customer journey, which highlights the key interactions your customers have with you. In addition to when the touchpoints take place, you’ll also determine what happens at each one – what are the customer’s perceptions and experiences along the way?

How

To pull everything together, you’ll work to figure out which processes and systems you need in place.

4 Ways to Improve the Customer Experience Model

  1. Choose a business objective. It should be a high-level objective, one that directly relates to your strategic plan, and it’s also good if it has broad impact. Focus on creating results for just that objective.
  2. Choose one channel – and it’s okay to start small. You may choose one type of email communication or one social media channel, for example.
  3. Your plan should include performance targets and metrics. You’ll want to measure and report regularly so that you and your team know how well the strategy is working.
  4. Communicate with your team. Explain the reasoning behind the customer experience model, the changes that will take place and the results you’re after.

Tell us about your experience creating customer service models!

2018 Contact Center Trends: Punching Through the Barrier.

By Bright Pattern

Customer experience (CX) ran out of steam in 2017. Almost all companies have by now realized that CX is the differentiator and customers value the experience above almost everything. Enormous effort and resources have been thrown at CX, and there have been huge gains. But according to Forrester’s 2017 CX IndexTM, CX quality plateaued or declined for most industries and companies.

It’s plain to see why. CX was a classic land grab where companies found it easy to deal with obvious problems. But now the hard work begins. Customers are getting used to enhanced experiences and want better and better service. Companies will need to keep up with these expectations or fall farther behind. Forrester is predicting that in 2018, 30% of companies will see further declines in CX performance, which will mean declines in growth or worse.

So are we going to stay put or decline? Or are we going to punch through to the next level? 2018 will be the year where this is decided. So what will be the big stories? How will technology and automation advance the customer experience? Here’s what we think will be the trends in 2018.

 

Artificial Intelligence – It’s going to get real, very fast

In the years running up to 2018, AI has been the solution to almost any problem. And for good reason: chatbots, robotic process automation, and virtual assistants have transformed customer experience and expectations, and have changed the roles of customer service agents for the better. But now the rubber meets the road. The early gains were made by applying AI to existing business operations. The true growth moving forward will be to use AI to invent new ways to interact with the customer, reinvent business processes, and create whole new markets for products and services.

A Forrester survey tells us firms’ investment in AI rose 51% in 2017. But 55% of firms have not yet achieved any tangible business outcomes from AI, and 43% say it’s too soon to tell. That’s because AI is not a plug-and-play proposition. Unless firms plan, deploy, and govern it correctly, new AI tech will provide small benefits at best or, at worst, result in unexpected and undesired CX-related outcomes. If CIOs and chief data officers (CDOs) are serious about becoming insight driven, 2018 is the year they must realize that simplistic approaches will only scratch the surface of possibilities that new tech offers.

Take machine learning for example. Companies are quickly realizing that, ironically AI requires huge amounts of human input. Agents are tagging text and speech, customer interactions. Companies are using their customers to teach their AI, and sales reps are training the AI rather than relying on out-of-the-box learning. Add to this the data hygiene and knowledge management required to keep an automated system up to date, and you will see an enhanced adoption of the blended AI model for 2018 where humans play a critical role in constantly perfecting AI to improve the customer experience.

Bright Pattern is a leader in this blended AI trend and automating with a human touch. For instance, our APIs allow bots to integrate with IBM Watson, Reply.ai, and Alterra to provide human-like interactions that can be switched to a live agent at any time. The agents also have internal assistants and bots that use AI to guide them through the call, offer suggestions, track tone and sentiment using cognitive analysis technology and natural language understanding.

 

Digital Transformation Needs to Pick up Speed

There are now heightened expectations from the customer and companies need to rise to meet them. Digital transformation is the key to making this happen. But it’s not happening at a quick enough pace.

According to Forrester, up to 60% of executives feel they are lagging behind with their digital transformation initiatives. The trend for 2018 will be that digital transformation moves from just an IT or CIO issue to become the responsibility of the entire organization. Thinking will change, it will no longer be looked at as an investment that gets a return. Digital transformation will be seen as the one thing that will keep the company alive. In fact Forrester also has a sobering statistic for this: 20% of CEOs will fail to act: As a result, those firms will be acquired or begin to perish.

 

Moving to the Cloud Will Become Even Safer

Here’s some good news! The cloud is going to get even more business-friendly in 2018. We all know that moving to the cloud provides a way to avoid capital investment in volatile technology and focus on core competencies. And it enables companies like Bright Pattern to provide rapid innovation delivery, instant upgrades and provide integrations with other cloud systems.

Every tennant on the Bright Pattern Call Center solution enjoys the very latest, most advanced version of out software. This includes data, configuration, user management, and tenant individual functionality. Every company, department and user is on the same version and the latest patch level.

And, we offer the insurance of an on-premises option using exactly the same cloud software for call centers, ensuring an additional level of control. Moreover, switching to an onsite option or back to the cloud is as easy as downloading the export file of your account and uploading it into another system.

The cloud will continue to be a dominant force in the digital transformations of virtually all successful companies. With continued innovation from Bright Pattern, we do not see this trend losing steam in 2018.

Self Service is about to get personal

Personalization will be key for companies looking to keep up with customer expectations. The empowered customer is now king, but they do not want to have every option available to them at all times. Their time is precious and they want to have a self-service experience that is hyper-relevant to them.

Companies who know what product a customer has for instance, will be able to serve up a limited set of options and disregard the irrelevant. They will learn which channels a customer prefers and route them without having to ask. Organizations that take customer experience seriously through personalization will stand out from the noise and create loyal customers.

 

The Employee Experience Will Be Enhanced, Not Just the Customer Experience (EX=CX)

The customer service employee experience is changing rapidly, so companies need to find ways to ensure that their agents are well motivated and rewarded for taking on new responsibilities. As blended AI becomes more prevalent, the role of the agent or customer service representative will change. Forrester predicts more and more agents will quit because of work overload. An example of this trend would be tagging. A live chat agent can look through a chatbot transcript to see where the chatbot didn’t understand the customer. The agent can tag an intent to that particular phrase. This additional task adds to an already complex list of responsibilities, applications, and processes that today’s agent must own, use, and follow. Without the right tools companies put employee experience at risk.

Bright Pattern provides the most effective agent desktop in an all-in-one call center app, which offers a decluttered user interface that selects and displays the most relevant information based on context. Higher levels of employee and agent engagement are known to improve the customer experience.

 

Automation Spreads From the Back Office to the Front Office

The big news in automation for 2018 will be the migration of many tried and tested robotic processes from the back office to help out in the front office. Automation will enable agents to focus on helping customers and spend less time on navigating systems or post-contact wrap up. Additionally, automation at the desktop will improve quality by decreasing errors of manual data entry, reducing rework, and decreasing complaints. Reducing manual tasks allows for a better focus on listening to the customer, empathizing, and providing a frictionless experience. In 2018, we’ll see better collaboration between the front- and back office, and see the almost immediate ROI that robotic process automation has traditionally been known for.

Channel Proliferation is a Party That Won’t Stop

It’s not news that consumers like to interact in the channel of their choice. And that channel can change on a whim and by the second. A conversation started in a messaging platform can migrate to a call that can shift to an email and back to a message. But companies need to do a better job of offering a true omni channel experience. According to Dimension Data and their 2017 Global Customer Experience Benchmarking Report, only 8% of organizations say that they have all of their channels connected and, in fact, as many as 70% say that none or very few of their channels are connected.

And new channels are coming on stream all the time. Customers are communicating with brands using just emojis. Video chat is starting to be adopted. Screen Sharing, virtual assistants, in-app messaging will all continue there rise in 2018.

The big news here is that this explosion of customer expression will not be stopping any time in 2018. So how can a company keep up, let alone stay ahead?

The simple answer is to have a simplified multichannel setup for call center managers to enable a true omni channel communication style. In practice this means a conversation must be able to be continued when switching or changing channels. It means adding a messaging or content channel to an existing communication is a must. And finally the rich context of the conversation must be maintained at all times.

To do this in 2018, you must have the agent tools to simplify multi channel interaction handling. Bright Pattern has created a web-based agent desktop to make multichannel communication seamless. It keeps all the information needed in the visible portion of the desktop, it intelligently extracts the relevant elements of context to display eliminating switching, alt-tabbing, and scrolling through long pages, and it transparently rearranging the desktop when the the conversation changes from one channel to another.

Conclusion

2018 is going to be a big year of disruption for the contact center. The technology that’s coming online and the shifting attitudes of business leaders will lead to some huge developments. At Bright Pattern we are well aware and well prepared for what’s to come. Because just like you, the expectations of our customers will not stop growing.

Customer Journey KPIs Every Contact Center Should Track

 

The customer journey can be a difficult thing to map and understand. With so many touchpoints along the journey, the map isn’t predictable and linear, yet it’s still necessary to monitor and analyze. These Key Performance Indicators (KPIs) will help you gain insight from the customer journey and move on to improve it.

Customer Effort Score (CES)

Even if a customer prefers self-service to live agent support, they don’t necessarily want to put a ton of effort into solving their own issue. Self-service shouldn’t be a difficult-to-implement alternative to normal customer support. Instead, it should meet the needs of the type of customer who seeks out self-service via quick, easy-to-find answers and the ability to make changes sans agent assistance.

Customer Satisfaction (CSAT)

Some of the most important customer journey touchpoints will occur when the customer interacts with a support agent. CSAT is the measure of the customer’s satisfaction before, during and after they contact customer service. If CSAT scores are dropping, it may be time to look closely at agent productivity, ticket management and self-service options.

Net Promoter Score (NPS)

The NPS will tell you if your customers are going to recommend your products and services to others. You have to go deeper here, though – why will your customers recommend your products and services, or what it is that’s keeping them from doing so?

Customer Churn / Retention Rate

Customer support teams for subscription-based products and services have to pay special attention to retention rate. If you see a lot of customers leaving around renewal time, it’s necessary to figure out why you lost them. What part of the customer journey is causing customers to change their mind? There’s a snag somewhere.

Customer Success

Customer Success isn’t a single KPI, but instead a customized KPI program based on your specific business, customers and goals. A Customer Success strategy may include Up- and Cross-Sell Rates; Average Revenue per Customer; or Rate of Adoption, which starts with defining beginner, intermediate and advanced customers or users. You may also want to include Retention Rate, NPS and CES in your customer success KPIs. Think of Customer Success as an overarching customer journey strategy based on what success means for you.

Customer journey KPIs may be difficult to track, but they come with a big benefit – often, improving one will have a positive impact on another.