Digital Customer Service

Excellent Customer Experience as an Expectation: Trends in 2023

Contributed Article by Liza Smyth, SVP of Customer Experience for Formstack

With an economic downturn on the horizon for 2023, customer experience is paramount. A positive customer experience drives customer loyalty, leading to retention and, ultimately, a stronger bottom line. According to McKinsey, improving customer experience is the fastest-growing priority for surveyed customer care leaders.

Let’s look at how we expect customer experience to evolve in 2023 and how it will impact forward-thinking organizations.

Keeping pace with customer expectations in 2023 

In the coming year, companies will continue to focus on customer experience, but must also keep up with heightening customer expectations amid stiffer competition. Because of the last few years of digital-first experiences driven by the pandemic, customers now increasingly expect personalized interactions and a secure, seamless buying experience that intuits their needs, regardless of the channel they choose to make a purchase.

An exceptional customer experience is a key factor in your organization’s competitive edge. In fact, 73% of surveyed customers said that experience was a driving factorin their purchasing decisions. Exceptional customer experiences keep customers coming back, and retaining existing customers is essential during times of economic turmoil when new customers are difficult to come by.

Look at the customer experience holistically 

In 2023, the responsibility of customer experience will be shared across the company — from tip to tail, every segment of an organization will play a role in improving the customer experience. Ensure your departments are communicating with each other to deliver the most unified experience, as 85% of customers expect cohesive interactions across departments, according to Salesforce data.

But how do you know if you’re improving your customers’ experiences? The best way to measure CX is to listen to your customers. Customer satisfaction surveys will clarify what you’re doing right while allowing customers to provide feedback. These results will let you dig deeper into what is working and identify pain points to address. This information can help you recognize any silos to break down between departments, which will ultimately improve interdepartmental communication and the comprehensive customer experience.

Invest in digital transformation 

Digital transformation’s second wave will bring humans into the digital experience. This is crucial, as 82% of surveyed Americans said they want more human interaction in their customer experience. Even as digital transformation becomes more commonplace, the human touch is still integral to customer satisfaction.

The most forward-thinking organizations will invest in digital transformation even with the forecasted economic uncertainty. The shift to digital will determine how to personalize experiences, anticipate customers’ needs, and offer a smooth customer experience from start to finish, overall increasing value for the customer and strengthening customer relationships — a result that 72% of surveyed leaders said they expected from a digital shift. Strong customer relationships are linked to improved retention and increased loyalty, both of which will play a part in where consumers decide to spend their money during 2023.

In the coming year, vendors will commence this next wave of digital transformation by using different channels and forums to communicate with customers. Using multiple channels for communication will lead to better data to analyze to identify key insights. Using this data, you can more effectively fulfill customers’ needs and facilitate seamless, intuitive self-help. This pivot to digital will contribute to improved customer experiences.

As the importance of customer experience continues to trend upward, businesses will increasingly look to differentiate themselves through their offerings. The smartest organizations will look at the customer experience as a whole to better unify experiences, while also investing in digital transformation to personalize experiences and assume customer needs in 2023 and beyond.

Is Customer Experience The Ultimate Marketing Tool?

Contributed article by Frank Hamilton

Advertising surrounds us everywhere. Companies have to try hard to stand out from the crowd and prove that their product or service is trustworthy to customers. Improving marketing customer experience is one of the top opportunities to turn customers into brand ambassadors, win more clients, raise brand awareness and get a competitive edge. But is customer experience the ultimate marketing tool in 2022? Let’s find it out.

What Is Customer Experience?

To put it simply, customer experience in marketing is a general term that covers all the impressions the customers have when interacting with a brand. In response to digital marketing development, customer experience has become one of the strongest digital trends of recent years.

This marketing tool creates the conditions for interacting with customers to meet or exceed their expectations. Customers go through many points of interaction with a company. And it is very important that at each of these points your customer is satisfied.

Modern marketing is customer-centric so the customers are the only ones to decide what kind of products to buy, and what level of service to choose.  In a couple of clicks, customers can view product features, reviews, and ratings, and decide “To buy or not to buy?” They can quickly change brands without compromising themselves if a competitor offers a better product, or service or anticipates their desires.

In such an abundance of choice, when the customer experience is far from being enjoyable, 32% of modern users are willing to give up on their favorite brand. At the same time, one unsatisfied customer will tell about their negative experience to 16  friends and damage the company’s reputation with the word of mouth.

Why Is Customer Experience So Important?

Let’s be honest with each other – there is no perfect marketing tool that will fit every company and every brand. But improving customer experience day after day is a must-follow strategy for every company. Firstly, a positive customer experience is a confirmation that your core business processes are set up right. After all, if at any point of interaction your customer isn’t happy, you need to make adjustments to your team or your marketing strategy. What’s more, the customer experience is directly dependent on employees being competent, responsible, and proactive.

Here are a few more reasons why companies should care even more about a successful modern customer experience:

 1. Increase the Check

Modern customers will never be satisfied with little. Today, they want the most from brands and companies at every stage of interaction. Studies show that 86% of customers are willing to pay more for good service. This means that companies with a customer-centric marketing strategy will be able to earn even more and grow their company faster.

 2. Win More Customers

Customers want a personalized approach that will cater to personal wishes and requests. Targeted advertising, smart content marketing and blogging increase customer trust and loyalty, allowing you to stand out from other similar brands. And as a result, grow the number of leads and customers. Surveys show that 80% of consumers are more likely to make a purchase if a company offers a personalized approach.

 3. Stand Out From the Competition

Customers today have a wide range of services and products to choose from, so companies should try hard to stand out. A positive customer experience is one effective way to stand out from the competition, and most importantly, to build loyalty and retain customers for a long time.

 4. Lower the Cost per Lead

Word of mouth is free advertising for your company. And it’s worth noting that it’s very effective. According to studies, more than 92% of consumers use reviews to make a purchase decision. Therefore, every satisfied customer can become an ambassador for your brand in the future and help you attract new leads with the power of social proof. Here is how you won’t have to spend any extra money to acquire new customers.

 5. Create a Recognizable Brand

Loyal customers help take a brand to the next level. After all, globally popular brands have become popular because of the consistent digital consumer experience they delivered for years. One of the ways to create a recognizable brand is to tell your potential customers about it as much as possible through highly qualified content since to date, content importance for blog is growing. This is the tool to build loyalty and improve your SEO performance at once.

How To Improve Customer Experience? 

Customer experience is one of the most important marketing tools that determine how successful your company or brand will be. So here are some important tips that can help you stand out with the best customer experience.  

  • Develop an omnichannel strategy to enhance the customer experience. Always be accessible to your customers. For example, if the customer feels more comfortable contacting you through social media, you should be ready to support them via social channels. If the user likes to find information on their own, run a meaningful blog. If the customer wants to contact you after business hours, it would be nice to offer them a chatbot. It will stay in touch with your customers 24 hours a day, which will allow for a better customer experience. Look here for more insights into omnichannel customer experience and the benefits it drives.
  • Train your employees. At certain stages of interacting with the brand, your customers will work with your employees. Be sure that they correctly communicate the company’s values and culture, and have perfect knowledge of the product and the algorithm for dealing with various atypical situations. Regular training sessions can help your sales, customer support, and marketing teams provide impeccable assistance.
  • Provide feedback on time. Listen to and read feedback from your customers. Use this information wisely to improve your service and product. Once you have worked out the weaknesses, try to keep your customers informed about the work done, the troubleshooting, or the improvement of the service.
  • Optimize the customer journey. Identify all stages of the customer’s interaction with your company. Think about how you can make customers’ experience of choosing, buying, using, and committing to your brand stronger and more positive. Use analytics and Big Data to keep up to date with your customers’ preferences and desires.
  • Collect feedback and ratings. Monitor the feedback and ratings you get from customers. If some of these are negative, respond immediately and try to rectify the situation by offering an alternative, a discount, or a personal offer. This will help to retain the customer and save your reputation. Encourage satisfied customers to leave positive feedback as well.
  • Implement loyalty programs. The main aim of a loyalty program is to build long-term relationships. Only sincere attention and a personalized approach will persuade customers to stay with you for the long term. A good loyalty program helps increase lifetime customer value (LTV), the loyalty index (NPS), and grow brand advocates, who are particularly useful in attracting new leads at no extra cost. 

Conclusion

Customer experience is the ultimate marketing tool. If consumers like you, they will happily spend money on your product and recommend it to others. In a world where competition between brands is huge, the one who manages to make more people fall in love with you wins.

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.

Infusing Digital CX With Human Intelligence

In today’s contact centers, there are plenty of avenues for using technology to provide a great customer experience. How can we make sure to maintain a personal touch? In the live Virtual Conference webcast, Dave Hoekstra from Calabrio demonstrated how to infuse digital CX with human intelligence to create a meaningful customer experience for not only your customers, but for your agents as well.

In today’s contact centers, we are constantly hearing the terms “AI” and “machine learning”. What does all of that mean? Really, we are talking about the ability for machines to display human-like intelligence; a concept that CX has fully embraced in recent years. Years ago, customer service was strictly face-to-face. Over time, the customer experience has evolved into omnichannel experiences for the customer such as e-mail, chat boxes, and SMS messaging. In 2020, IoT data will grow at 50 times the rate of other data. CX must keep up with this trend, however, it is vital to maintain humanity in these exchanges.

Customer expectations for CX are increasingly rising, demanding instant responses, personalized services, and omnichannel experience. With these rising expectations, maintaining customer loyalty is more complicated than ever.

The problem is that most businesses don’t know what their customers want. Why? Because they are simply not listening. Only one in four companies actively use their customer feedback, while only one in three actively use their customer interaction analytics. Ninety-eight percent of invaluable customer intelligence is sitting on the shelf. Businesses must turn this information into actionable intelligence to push them toward their goals.

Here is what we know: customers prefer human contact. Eighty-six percent of customers claim they prefer human contact to chat bots. Seventy-one percent of customers said they would be less likely to use a brand if it didn’t have customer service representatives available. While many believe phone contact is dying, calls to businesses are expected to exceed 169 billion per year by 2020. In response, businesses must humanize their customer relationship.

As previously mentioned, businesses are sitting on a goldmine of information. Using sentiment analysis, businesses can take information such as recordings from phone calls to identify human emotion in order to really understand what is going on in the day-to-day processing of our customers.

Another focus area is employee and agent empowerment. By empowering human intelligence in the contact center, businesses can drive an agent-centric approach while giving their employees the flexibility and balance they need. The integration of AI in this equation provides a personal assistant to your employees rather than taking their place. Thus, improving work-life balance, allowing for flexible planning and scheduling, and happier agents. That’s the key: happy agents lead to happy customers.

AI Assistance may also improve training and development. This can include VoC (Voice of the Customer) training, automated quality monitoring, a more intelligent way to schedule training opportunities, and cross-functional job training. Businesses are still living in an environment where operations are siloed because agents’ skills are very specific. Enter: training across job functions. Here, businesses can get ahead of the curve by recognizing where their employees’ strengths and weaknesses are before they are out in the field.

All of this leads to more empowered employees. Employees that are more engaged are:

  • 8.5x more likely to stay than leave within the year.
  • 4x more likely to stay than dissatisfied colleagues
  • 3.3x more likely to feel empowered to resolve customer issues

It’s time to hear your customers out. First. audit your technology stack. Take a look at all of the different ways your customers can get in touch with you and figure out what works best. Second, tap into the conversation to gain a comprehensive view of the customer. Finally, focus on your people. Customers matter but so do your agents. It’s time for companies to focus on the people who are engaging customers on a day to day basis. CLICK HERE TO WATCH THE WEBCAST

 

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.

3 Barriers to a Winning Digital Strategy

When it comes to your contact center’s digital strategy, there’s a never-ending amount of information to wade through and technology to choose from. All of these options can make it almost impossible to decide what you need to change or update and how to prioritize everything. When you do start planning, you can get so wrapped up in the digital side of things that you forget your very real audience.

Let’s go over three common barriers to creating a digital strategy that serves your customers.

Barrier #1: Assuming You’re Behind Everyone Else

One of the biggest assumptions about digital strategy is that every other contact center is doing it better. You know you have to create or improve your digital strategy but, feeling like you’re already behind your competitors, your don’t have the drive to do it.

Think of it this way, though – you wouldn’t skip over writing a business plan just because every other business has one, right? The same is true for creating your digital strategy, which is an integral part of your broader IT and business strategies.

Barrier #2: Focusing Solely on the Technology

Digital strategy is about so much more than the specific technologies you’re going to use. When you focus only on the tech, you can miss the bigger picture: connecting with people in the digital age. Your agents, employees and business partners have different expectations than in the past, and that’s due to the digital environment we now live, work and communicate in. Digital strategy has to take this into consideration. Instead of a replacement for relationship building, tech is best when used to uncover the better ways to connect and customize that connection.

Barrier #3: Converting Through Digital Interactions Alone

Your digital strategy only truly works if it makes your customers happy, right? If customer satisfaction goes down, you’re not really making progress, even if your contact center is operating in a high tech way. Since there are so many digital channels your customers are using, it can feel like the best way to spend your marketing budget is on more digital transactions. This is counterintuitive, though. Your digital strategy should leverage technology to help both your agents and your customers while leaving enough room for live, person-to-person communication.

How have you created a digital strategy that puts your customers first? Tell us in the comments.

Digital Disruption in Fintech Customer Service – an Uber Moment for All Industries?

Two years ago, during a brainstorming session at Customer Contact Week, a customer service leader from a government agency stated that it wanted its service to be as good as Nordstrom’s. What was a surprise at the time has become a new norm. Customers expect similar levels of customer service across industries.

Now, the financial services industry always an early adopter of new technology—is going through a wave of Uber- or Amazon-like digital disruption that will not stay within just financial services but will roll over into all industries. The smarter, more agile companies—midsized companies or large enterprises—will ride the wave and grow while others will struggle to stay relevant.

So what does this wave look like and what should customer service leaders in other industries be aware of? Let’s dive into what is happening in financial services and some lessons learned to see….

Fintech, Then and Now

Digital disruption has swept up the financial services industry, as traditional big banks are challenged by digital banks like Tangerine, traditional investment firms are challenged by companies like Wealthfront, and companies like Square or PayPal become digital financial services firms using innovative technology.

Many of the old-school companies are now either buying the financial tech (i.e., fintech) companies who plan to usurp them, partner with them, or just leverage the technology into their customer services operations.

To reduce effort and increase personalization, banks have turned to biometrics to authenticate. Rather than being greeted with an impersonal “name, rank, and social security number please” message, biometrics do the work and the agent can then greet them personally. Similarly, with 90% of consumers preferring online banking regardless of age, companies have rolled out chat text communication, and other forms of self-service. And more innovative companies are looking at video to increase personalization. OmniChannel banking is here, where the best of digital self-service is seamlessly blended with agents.

The shift to digital self-service can be significant to business. Take a look at Wells Fargo, for example, which announced earlier this month that it’s eliminating up to 10% of its workforce as a result of customers moving to digital channels and self-service. This is similar to AIG’s announcement a couple years ago to slash over a billion dollars of expenses as the company made similar moves to self-service and digital channels. Many of these shifts to digital channels and self-service are lessons other industries should heed and learn from.

So how do you compete if you are a midsize financial services company or large enterprise bank—or even in another industry? Customer service and customer experience remain the top strategy to win, especially when coupling this with disruptive digital approaches.

Let’s look at some key ways to win in financial services, ways that also are relevant to other industries too.

Key #1: Digital Channels of Choice

To stay relevant, it is key that your company handle not just classic channels such as voice, chat, email and text, but also emerging digital channels like bots, messengers and video.

Chat was the fastest growing channel most recently, but experts predict new messaging channels will overtake chat in the next wave. Forrester is actually predicting the average number of channels people will use often will increase from 9 to 11. Agents need to be able to communicate over these new channels and be able to hop across them if they have the right skills for the new channels.

Similarly, channels that customers prefer need to be offered to customers as a way to communicate with their digital banks. So the first takeaway is to provide customers with their digital channel of choice, both classic and emerging.

Key #2: Maintain One Conversation in Context

As communications happen over an increasing number of channels, you need a way to unify all these siloed interactions. If you want to keep customers and deliver frictionless communications, look for the entire customer journey rather than individual communications for each channel.

If you are communicating with a bot and then an agent, the agent should have at his or her fingertips all the context from communication on previous channels so they can provide an effortless customer experience. A single unified desktop that allows agents to see the full conversation in context empowers agents and makes for a much better experience for customers—whether you’re a digital bank or are in any other industry.

Key #3: Digital Conversations for a Mobile World

In addition to unifying all your channels in context, it is important to communicate with people where they are. In our super-busy, high-tech world, people are often looking at their mobile phone on trains, planes—and all too often—their automobiles. People are on the go. COPC recently reported that mobile care will increase 41% in 2018.

So make sure that your top channels can be accessed on mobile devices wherever the customer may be. Bright Pattern, for instance, allows in ap chat, file sharing, video chat, and more.

Banks had some of the most useful apps when they first created the deposit-by-picture feature. Yet, when you hit the “contact us” button in most apps in other industries, you are routed to a general phone number where an IVR asks you what language you speak rather than offer personal service.

Companies should take a mobile, personalized approach to their communications. Put the conversation where people are—and that is on the go.

Key #4: Cloud Customer Service is a Key Enabler

So how do you do all this—add digital channels, communicate seamlessly across them, respond to new channels, and more? Look to the cloud. A true “born from the cloud” customer service architecture where all channels are native versus bolt-on can give you a nimble platform in which you are the disruptor versus disrupted.

Cloud-first architecture is a truly agile, nimble platform because it doesn’t rely on legacy technology ported from old on-premises solutions. A cloud platform approach will break down the silos and deliver a simple solution that business users can make changes to without requiring costly IT and professional services. Our e-book explains how to safely transition your contact center to the cloud.

Final Thoughts?

The wave of disruption is everywhere, rolling through financial services and hitting other industries too. Ready to join the world of digital disruption sweeping through financial services? There is a brighter way to deliver disruptive customer service that smart companies are using, and it starts in the cloud.

I hope some of these keys were helpful. To learn more about staying relevant in this world of digital disruption, see Bright Pattern’s free e-book, 5 Keys: Effortless and Personal Omnichannel Customer Service.

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.

4 Best Practices for Your Social Media Customer Service Strategy

The days of wondering whether or not your contact center needs to have a presence on social media are over: the answer is a resounding “yes.” Now, the main questions revolve around how you should be listening and responding. Here are four tips that will help your agents build beneficial relationships with customers through social media.

  1. Use the right platform.

Not all social media platforms are created equal. For example, Instagram and Pinterest are ideal for image-focused brands, like retail shops, while LinkedIn may work better for B2B companies. The ideal social media platform is the one where your target customers are ­– don’t waste time on the others.

  1. Keep track of mentions.

Staying on top of customer needs doesn’t mean staring at your feeds all day long. There are plenty of listening tools out there to help you monitor when your company or product is mentioned online, even if your profile isn’t tagged (which it probably won’t be). Modern contact center software with social media integrations will put these mentions right in your help desk. (P.S. Make sure to monitor for common misspellings, too.)

  1. Respond quickly.

Customers use social media for convenience and speed, and you need agents who can respond quickly. Since social media is based on live feeds, customers have different expectations than with other communication platforms. Whereas a 24-hour response time may be okay for email support, a 30-minute or 60-minute response time is expected on social media. You may need to adjust your scheduling to accommodate for this quick response time, especially during something like a product launch.

  1. Customize your tone.

Tone is important for customer service overall, but with social media it can trickier to (1) figure out the right tone for the situation at hand and (2) fit an appropriate tone into a character limit, like on Twitter. Here are three quick tips for getting the tone just right in-the-moment:

  • If the customer uses a casual tone, like through slang, exclamation points and emoticons, you can reciprocate.
  • If the customer doesn’t seem to be 100% fluent in the language, keep your tone basic and avoid nuances.
  • If the customer is agitated, be more empathetic and apologetic than usual.

 

While social media support is a necessity for contemporary customer service, you can simplify the process by following these basic, tried-and-true tips.