CX and Contact Center Priorities and Technology Investments for 2023

Each year, DMG Consulting surveys our international customer base of enterprise, contact center, and IT leaders and asks them to share their customer experience (CX) and contact center goals, as well as related technology investment priorities for the upcoming year. Figure 1 shows the top 10 contact center priorities for 2023.

^{Source: DMG Consulting LLC, January 2023}

Improving the CX remains the top priority for companies of all sizes and was cited by 81.1% of survey participants, an increase from 76.4% of respondents who selected this item in the 2022 study. The remaining items in the chart reflect the various ways companies plan to enhance their CX. 55.7% of survey participants intend to improve their self-service systems. Since self-service has become consumers’ preferred method of assistance, it is great to see this priority near the top of the list. Reducing operating costs and improving productivity came in 3rd and 4th place, identified by 49.1% and 48.1% of survey respondents respectively. These two goals are typically near the top of contact center priorities, as companies need to keep their costs down. The emphasis on cost reduction and productivity improvement takes on even greater emphasis in tough economic times. This doesn’t mean that companies won’t invest in new systems and operational initiatives; it does mean that investments need to have a strong supporting business case and a rapid payback.

Improving employee engagement came in 5th place, chosen by 37.7% of survey participants. Enterprise executives increasingly appreciate the contributions of their employees in delivering a great CX. Updating contact center systems and technology came in 6th place, prioritized by 35.9% of respondents. This is a similar result to the 2022 edition of this study, which was 35.8%. Good systems and applications are needed to deliver a great CX at scale. In a related category, improving agent automation came in 7th place, identified by 30.2% of participants. Due to innovations in artificial intelligence (AI) and automation, solutions that provide real-time guidance and reduce the time agents spend writing after-call summaries can help decrease average handle time while improving the experience for customers and agents.

Undergoing a digital transformation came in 8th place, cited by 28.3% of survey respondents. This category was ranked much higher in the 2022 edition of the study, when 39.8% of survey participants selected it. Digital transformation remains a critical initiative for companies, but once it has started, many enterprises prioritize new initiatives while they work on the old ones. DMG expects to see organizations continue implementing various phases of their digital transformation for at least the next 5 years, as there is a lot of work still to be done.

Migrating systems to the cloud was the 9th place CX and contact center goal for 2023, identified by 19.8% of survey respondents, which was up from 15.5% in 2022. There is no longer a debate regarding whether to transition systems and applications to the cloud; the discussion now is when to make the move. The holdouts, which include the largest contact centers, have started the process. In some situations, this is because their premise-based vendors are actively encouraging them to migrate; in others, it is because companies are accepting that the future of CX and contact center technology involves cloud-based solutions, which is where most of the market innovation is happening.

The goal rounding out the top 10 for 2023 is adding new customer support channels. 18.9% of survey respondents identified this as a priority, compared to 26.8% in 2022. This is an area companies will continually need to address as long as there are new channels.

Final Thoughts

Companies are looking to the future by emphasizing and investing in improving their CX. It may take more time and effort to get a project approved in 2023 than it did in the first half of 2022, but initiatives with quantifiable benefits that also enhance the CX and employee engagement are expected to be top investment priorities this year. 

Improving Marketing Experiences With Customer Data

Guest Post from Presented By: Amanda Winstead

What’s one practice your 21st-century business can’t do without?

Our answer is data collection.

Gathering customer data, in particular, can help you hone your customer service strategy, better your sales techniques, and improve the marketing experience you’re providing to your customers.

We’ll talk specifically about the connection between customer data and the marketing experience in this article. When you collect data about your customers, you can make huge strides in your marketing strategy.

For example, you can create content that resonates with them and drives conversions. You can tailor your digital channel experiences to guide them to the next step of the customer journey. You can also learn about your repeat customers and create a specific marketing strategy for customer retention. 

Read on for more about improving your customers’ marketing experiences with data. 

Grow What You Know About Your Customers

Better marketing experiences come when you know your customers. In addition, because their needs, wants, and desires will evolve, you must continue learning about your customers to make effective changes to your marketing strategy. 

For instance, let’s say you collected data on your customers’ content consumption today. You learn they’re educating themselves on sustainability more and interacting with brands that highlight this value.

You can then start showcasing your business’s commitments to sustainability in your marketing content. You could also send your customers sustainable marketing swag, sweatshirts made from ethically-sourced materials, or notebooks created from recycled products to show the depth of your sustainability commitments.

Use your analytics tools to collect the following data to learn about your audience continually: 

• What are my target audience’s current values? Have they changed since the last set of data?
• Which digital channels are my target audience using the most?
• How has their engagement on social media evolved?
• Which media and content types are my target audience consuming regularly?
• How many visitors are interacting with my brand for the first time? How many visitors are recurring?
• How does my target audience make purchases today?
• Are there any noteworthy changes to the customer journey?
• Is there any new demographic information about my target audience? 

Customer data can also help you ensure your marketing efforts spread throughout the entire customer journey.

Ensure Your Marketing Efforts Extend to the Entire Customer Journey

Each of your customers will experience their relationship with your business differently. However, generally, they’ll move through the following stages with your business: 

• Connection- how they’re introduced to your business
• Cultivation- the relationship starts to develop between you and the potential customer
• Consideration- they’re considering all solutions to their challenge, including your business 
• Conversion- they choose your business’s product/service as their solution
• Continuation- how the relationship continues after the first purchase  

For your customers to have the best experience with your business, you must ensure your marketing efforts extend to the entire customer journey. By collecting customer data on how various people move through their buyer’s journey with your business, you can learn what’s necessary marketing-wise to aid the journey.

Be sure to implement a data collection strategy that uses artificial intelligence tools. You’ll be able to collect vast data sets better and accurately filter the data. From there, you can analyze the information, extract valuable insights from it, and use those insights to improve how you market to your customers at each stage of the buyer’s journey.

You can also create better content and learn the best ways to share it with your particular audience with customer data.

Create Better Content and Learn Best Practices for Sharing it

One of the best ways to boost your marketing efforts is to create original content and share it with your target audience in their favorite places.

By collecting customer data on the kind of content your customer consumes, the platforms they consume it on, and how they best absorb the information, your content creation and distribution methods will work with your target audience more often.   

Use your data collection tools to gather the following information about your customers and content and improve the content marketing experience: 

• Comments left and the quality of them 
• What content is attracting new customers
• Which CTAs are driving the most conversions
• What content is resonating with current customers
• If re-purposing content is working with your target audience
• If your visuals and videos are a factor in driving conversions
• How often your content is shared over various digital channels
• Which digital channels your customers engage with your content the most on  

Improve Customer Retention

So many marketers focus most of their strategy on attracting new customers. This is a mistake because most of your business will come from current customers. Gathering data on repeat customers can help you create a marketing strategy specific to customer retention efforts.

Use your data analytics tools to collect information on repeat customers, like: 

• Why repeat customers love your brand
• How repeat customers make purchases
• How the buyer’s journey differs for repeat customers
• What the most popular products are among repeat customers
• Demographics that are different from the rest of your customers
• Which marketing strategies and tactics attract repeat customers
• How repeat customers prefer to be rewarded for continuous purchases   

You can create marketing content that speaks directly to your repeat customers with data like the above. You can also make better use of the digital marketing channels they frequent. Furthermore, you can create a loyalty program that rewards customers in the ways you’ve learned they like to be rewarded and use this as an additional platform to drive customer retention.

Conclusion  

The fastest and most efficient way to improve marketing experiences is to collect customer data and use what you learn to make productive adjustments to your strategies, techniques, and tactics. Use the tips above to help you collect accurate data about your customers and modify your marketing to favor them. 

Top Takeaways from the 2nd Annual GigCX Report

By Megan Neale, COO & Co-founder, Limitless

For all the bad that it’s done, the pandemic has actually created a wave of digital transformation, and companies have been forced to explore innovative new ways they may not have done otherwise. This was certainly apparent in the findings from our second annual GigCX report, which was based on research from gig customer service (or ‘GigCX’) freelance experts in 34 countries, covering six continents and six languages. The report also features interviews from 15 global customer experience leaders from the likes of Microsoft, Genesys, Infosys, Deloitte, Boston Consulting Group and Sage.

The research revealed that COVID-19 is leading to increased volume in gig customer service demand, and that CX leaders feel embedding more flexible customer service models in today’s frameworks is absolutely essential. However, that’s just the tip of the iceberg, and both the GigCX experts and CX leaders identified many other trends in customer service and experience, many of which have occurred as a result of the dramatically changed business landscape we’re seeing as we navigate the pandemic.

1. Empathy is everything

During the pandemic in particular, we’ve seen just how much empathy matters in a customer experience situation, when speaking to people who have experienced times of extreme difficulty, or life changing circumstances. Connectedness is more important than ever, and throughout the research and interviews, the emphasis on empathy and the human connection was mentioned time and time again.

What was fascinating were the descriptors the leaders used in describing the evolving human connection we’re seeing today in the customer experience. ‘Enjoyability’, ‘Enthusiasm’, and ‘Grace’ were words they used frequently as they described the importance of humans relating to humans to build a better and more empathic customer experience.

2. Digital dignity and the ‘GoodGig’ are on the agenda

Regardless of whether companies have in-house customer service call centers, outsourced call centers, or use GigCX or any other number of customer service channels, CX leaders were passionate about the fact that their companies value the humans providing customer service and a good customer experience for their brands. The phrase ‘digital dignity’ was used by one senior CX leader, and the idea of the ‘GoodGig’ was discussed in several conversations.

It’s a timely thought that should be at the forefront of mind as we see the dramatic rise of the gig over the last few years. CX leaders are monitoring the treatment of gig agents under the microscope both from the customers being served by them, and the governments responsible for protecting them.

Interestingly, the report research revealed that 85% of agents feel that GigCX has helped improve their mental wellbeing during the pandemic, and 76% felt that GigCX has introduced them to new skills that will help them in their career such as communication, problem solving, and time management.

3. Peer to peer engagement is what matters the most

Again and again, CX leaders identified peer engagement and peer customer service as a top trend. Having like-minded peers putting their heads together to deliver honest answers surrounding products and services is a powerful combination.

Simply put, people, more often than not, want advice and answers from people who have hands-on experience. People who have been loyal customers, and who have used products and services for years.

4. Asynchronous messaging is becoming more mainstream

One digital shift that many CX leaders mention was over the past year which is also driving asynchronous messaging. Forty per cent of the CX leaders interviewed said they saw an increase in customer service demand coming for async messaging tools. As one CX expert explained, asynchronous messaging may also see a boost from GigCX:

 “Asynchronous messaging will see a boost with GigCX as you could have an agent anywhere that works 15 minutes here, an hour there, two minutes an hour later, and still do their day job at the same time as serving the customer. Asynchronous works much better for someone who works eight hours in a row. And for the customer, it means they can do their entire journey with one person to maintain rapport and consistency.”

5. There are new KPIs in town

While all CX experts agreed that traditional customer service KPIs surrounding quality and cost are still critical, there are new KPIs that are equally important.

Customer Success now means redesigning the CX journey so that customers see value at every step. It’s about proactively engaging with the customer before they need help, and making that engagement opportunity continual, so that it doesn’t just happen when it’s time to submit a customer service query.

Customer Lifetime Value is another.  It focuses on the personal connection and relationship with a customer, looking at how a long future relationship may transpire.

These are just a few of the takeaways in this year’s report. For further information, download the 2021 Annual Gig Customer Service Report is available for download here: https://www.limitlesstech.com/gig-customer-service-2021/

Meeting the New Challenges of Employee Training, Coaching and Engagement

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

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

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

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

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

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

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

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

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

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

Among the topics to be covered in-depth are:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Finding an Easy Formula to Do the Math is a Challenge for Contact Centers

When you google “contact center metrics,” there’s no shortage of suggestions to peruse. Lists of varying numbers of suggested metrics to be monitored pop up on the screen: 7, 13, 20, 27.  But which are the right ones for a company’s specific environment? The across-the-board metric cited is First Contact Resolution (FCR), which is a standard that just about every contact center views as critical to maintain and improve.  Similarly, Customer Satisfaction ratings, while not always quite as simple to define, are also a universal target to be monitored.

But it gets murkier from there. Many other commonly cited metrics, such as service level or average handle time, are not always directly comparable across channels; and evaluating teams that share some — but not all — queues is not always a precise process.  An ICMI study revealed that 39% of contact center leaders struggle to identify and measure key performance indicators.

A deeper understanding of metrics and how to calculate them helps a business set the right targets and reach goals to support its mission and vision. Each measure used to help determine how teams are performing needs to be understandable and actionable to individual agents, supervisors and management alike.  When all parties agree on what is important, a company can consistently track performance and see where to improve processes and training to help its agents do better.

Having this level of clarity on goals and metrics and knowing how they’re tracking towards those goals, creates employees who are more engaged with their work and empowered in their roles. A Dale Carnegie infographic shows that companies with more engaged employees outperform companies without engaged employees by 202%, and have customer retention rates that are 18% higher, according to loyalty strategy research by Colloquy.

Setting goals to measure performance can be somewhat tricky. Targets should not be so difficult to attain as to make them daunting for agents. There must be flexibility and compromise in determining how to balance between goals that appear to compete with one another, such as average handle time – where saving and time and reducing cost is paramount – and customer satisfaction, especially in cases that involve more complex interactions. When creating scoreboards to measure agent performance, businesses need to ensure that goals are instantly comprehensible and ready to act upon. They also need to make sense mathematically in tracking drivers across all contact channels including traditional, social, and mobile.  It’s helpful to use the same classification system across all interactions and equip agents to use it consistently.

Of course, simply knowing which metrics to use and how to score them is not the be-all, end-all for optimizing agent happiness. Going back to Google, one would find an astounding 147,000+ results for “benefits of a happy contact center agent”. The major areas of focus in these listings range from the obvious: “why agent satisfaction is important,” to the ubiquitous “fun things to do to keep agents happy” and the more specific evaluations of software and services to promote agent satisfaction.

Companies must be proactive in their approach to building models that are consistently accurate in predicting probabilities and outcomes in their contact centers. Models that are less than precise lead to failure to maintain desired service levels and result in cost overages. Businesses need to find innovative but proven methods to calculate the proper variables and the right things to look for in developing analyses that result in accurate forecasts.

Data abundance and complex operations make it challenging to develop, implement, and present clean, clear reports and on-target analyses. Over the next several months, agent-first solution provider Sharpen Technologies, developers of an always-on contact center platform built for the enterprise, will present a comprehensive series of complimentary webcasts on CrmXchange.

The four sessions are designed to demystify the process of determining the right metrics, show businesses how to measure and accurately analyzing contact center performance, and to implement those analyses across the operation so the entire organization stays focused on excellence. It will culminate in a discussion of how to put together the most efficacious math models for contact center executives and managers to glean actionable insights.

The first webcast in the series, “Attributes of Solid Contact Center Performance Metrics – and Attributes of Poor Ones”  will take place on Thursday, March 5.

The second,” Learn How to be Great: Helping Agents, Supervisors, and Execs Perform,” will be presented on Tuesday April 21.

The third session, “Setting Performance Goals and Scorecards,” comes up on Thursday, August 13.

The final presentation “Building Great “What-If” Models and the Resulting Analyses for the CEO” will be delivered on Tuesday, October 20.

All webcasts will be jointly presented by Ric Kosiba, Chief Data Scientist and Adam Settle. Chief Product Officer, Sharpen Technologies. Ric’s vast background of expertise goes back two decades to Bay Bridge Decisions Technologies which he co-founded in 2000. In that role, he developed the contact center industry’s first “what if” decision engine, a complex set of algorithms designed to forecast proper staffing levels. Adam is an experienced education professional skilled in Sales, Coaching, Team Building, and Training. He combines his extensive knowledge with hands-on experience as a trainer at Apple and Angie’s List.

Register now at no cost for the individual presentations or the complete series. Each webcast is at 1:00PM ET. If you cannot attend the live presentation, a link to the recorded session will be available within 24 hours.

2020 Customer Support Predictions

2020 Customer Support Predictions from UJET’s Anand Janefalkar, Founder and CEO, UJET

1. Messaging Will Surpass Voice – “While voice will always remain an important channel for support, especially for urgent issues, in 2020, we will see messaging (SMS and chat) overtake voice as the most critical support channel. Woe to customer service organizations that cannot provide an omnichannel support experience that includes messaging, as this will most surely equal the success or demise of the overall customer experience (CX).”
2. Multichannel Will Expand to Multimedia – “In 2020, expect to see customer service organizations turn their attention to optimizing each support pathway to meet the tech-savvy needs of many of their customers. Chief among enhanced capabilities will be multimedia. The ability to share screenshots, photos and even video between the customer and support professional will become commonplace during support interactions.”
3. Data Will Break Down Silos Between Customer Support and Other Teams – “In 2020, the ‘digital transformation’ conversation that has become commonplace across IT, will extend into the customer service center. We will begin to see the impact and value of support data being shared across the enterprise. Customer feedback, sentiment, profile data and more will be securely shared across organizations helping teams such as marketing, sales and product development to make more strategic decisions. And as a result, the importance and value of customer support will be elevated as a whole.”
4. Agent Specialization Will Be A Key Focus  – “In 2020, as the presence of technologies such as AI and Machine Learning within the contact center continue to grow, and more customers are directed towards bots and self-service options, support agents will become hyper-specialized. Agent specialization will not only be geared towards channels, but also centered around specific issues, situations and the urgency of incoming support interactions.”
5. AI Will Improve the Customer Support Employee Experience (EX), as well as the Customer Experience (CX) – “In 2020, AI will dramatically improve the employee experience (EX). The ability to automatically and instantly collect data from across multiple channels, analyze it and provide actionable insight will enable support agents to more quickly, easily and accurately address customer inquiries and come to highly satisfactory issue resolution.”

When Creating a Better IVR Experience Has Become a Simple Process, Why Do Some Businesses Continue to Frustrate their Customers?

IVRs (Interactive Voice Response) is a ubiquitous and often misunderstood contact center technology that provides many undeniable benefits. First and foremost, it eliminates the need for a switchboard operator to answer incoming calls, presenting callers with a menu of options to choose from, attempting to answer frequently asked questions, routing calls and in many cases, helping to deflect call volume from overburdened agents. Beyond the obvious advantages of time saving and 24/7 availability for customers, it enables functions such as providing bank and stock account balances and transfers, selective information lookup, simple order entry transactions, and more.

IVR systems are mainly comprised of telephony equipment, software applications, and a database along with supporting infrastructure. A business can either run its IVRs in house by purchasing the necessary software and hardware or choose to contract with an IVR hosting service that charges an ongoing fee.

Over the years, the IVR has become one of the most widely used products in contact centers, with a recent Call Centre Helper survey finding that usage is growing year-on-year, with 86.1% of contact centers installing such a system.

Of course, it’s far from all champagne and roses. For many consumers, IVRs are the technology they love to hate. Just about everyone has at one time or another been caught up in the maelstrom of a poorly programmed system that just takes them in a never-ending circle with no hope of resolving the issue they called in about. Comedians have had a field day lampooning the “Please listen carefully because our menus have changed” drone that callers encounter before often being overwhelmed with a laundry list of confusing options. IVR systems have been criticized for being an impersonal, impenetrable barrier between customers and live agents, whose jobs they have been accused of putting at risk.

Contributing to this disconnect is the fact a significant percentage of contact centers that implemented the technology a while back simply hasn’t made enough… or even any… changes to improve it. In fact, another Call Centre Helper poll found that 10% of organizations had never reviewed or updated their IVR systems, with another 10% saying they didn’t know the last time they had done so and another 14% revealing it had been more than a year.

Call routing through IVRs has evolved dramatically since the early days of basic menus and limited capabilities. Most companies have long since implemented advanced IVR systems that incorporate speech recognition software which enables customers to communicate more effectively by verbally expressing their requests instead of punching in numbers. When first introduced, such systems were a double-edged sword: callers became frustrated and angry at voice recognition systems that didn’t recognize their questions. Constant improvements in conversational AI and better voice recognition driven by natural language processing have made updated IVRs a far more valuable tool. In addition, language generation applications now provide the capability for the IVR to deliver more conversational responses.

All the elements are in place to offer an enhanced IVR experience that drives improved customer journeys. Yet, many companies are still in the dark about how to use IVRs to increase efficiency and deliver better business results. On October 24, CrmXchange is offering a complimentary webcast entitled “When Customers Call, Will Your IVR Be Ready?” presented by cloud communications specialist Plum Voice. Nogol Tardugno, VP of Customer Success for Plum Voice, will demonstrate specific steps to be taken to reduce customer frustration by deploying an optimized IVR. Among the topics to be discussed are:

• How to easily create IVR voice applications with no need for complex coding
• How to use permission structures that facilitate collaboration across technical and non-technical staff so that every member of the team can contribute to delivering an improved customer experience
• How to put data to work to gain a better understanding of how end-users interact with the company’s voice application enabling it to continuously identify areas for improvement
• How to effectively collect customer feedback and link it to specific customer-agent interactions

Register now for this demo session: those unable to attend live can download the webcast approximately 24 hours after it is completed.

Melding AI and Virtual Assistants with Humans: The Right Formula for a Superior Customer Experience

By now, just about all of us have encountered an automated system when reaching out to a contact center. According to research cited in a 2017 IBM Watson blog, by 2020, 85% of all customer interactions will be handled without a human agent. Sometimes, such systems work flawlessly: the bot or virtual assistant (VA) understands customers responses easily and the conversation progresses smoothly as they either get the information they expected or complete the process they hoped to finish. In some cases, customers may not even be sure they are interacting with an automated entity.

But while AI continues to provide increasingly beneficial results in the contact center environment and to grow in its capabilities to emulate human behavior, it is not yet the be-all, end-all technology that can resolve every issue. In some instances, the AI system simply can’t process the information that customers supply, leaving them ensnared in a loop of repetitive responses….and the resultant frustration can have immediate and serious consequences. NICE inContact’s 2018 CX Transformation Benchmark, revealed that only 33% of consumers found that chatbots and VAs consistently made it easier to get their issues resolved.

This is precisely why it’s critical to ensure that empathetic human intervention is readily available.

When the human touch is needed, it must be prompt, proactive, professional and above all, responsive to the customer’s needs. While many contact centers are increasing their reliance on AI solutions to reduce headcount and deliver rapid ROI on their technology expenditure, they are also learning that not having enough caring flesh-and-blood agents ready to complement their electronic counterparts can result in diminished loyalty and customer churn. Establishing the right balance between an effective, continuously updated AI program and humans who can seamlessly step in at just the right moment is a necessity in an environment where customer satisfaction has become the most significant business differentiator.

Having the capacity to train an AI system to determine the exact point in a conversation on any touch point where the customer needs to be handed off to a live agent is the most important factor in the process. Analytics plays a key role: data gathered within each individual interaction can provide a treasure trove of relevant information enabling managers to better understand what sets a customer on edge, what makes them feel more comfortable in a conversation that is not going well and what can ultimately drive them to take their business elsewhere. Having the right intelligence readily available also enables management to also pinpoint necessary adjustments in policy, procedure or verbiage.

Of course, as AI increases in intelligence through machine learning, it can also provide additional value-added suggestions such as which department is best equipped to assist customers based on analysis of their specific needs. Leading-edge AI solutions can pair such customers with an individual agent with the right skill set to guide them to successful resolution of their issue.

Companies investigating either implementing or upgrading an AI customer service solution need to develop a strategy that offers optimal potential to enhance customer relationships and improve the quality of interactions on all touch points. In addition, they must explore ways to strengthen collaboration between self-service entities and live agents.

On Thursday, October 3^rd at 1:00 PM ET, CrmXchange will present a Best Practices Roundtable on Seamless Customer Experience: Combining AI VA with Live Agents, featuring experts from leading solution providers NICE inContact and Verint. Among the topics discussed will be:

• Current AI adoption trends: how to get the most of early AI investments
• How is AI impacting customer service today and what’s ahead in the future?
• Where AI can add the greatest benefits
• How to define and implement the right mix of automation and human touch—without damaging consumer trust and undermining relationships in the process of digitization.

This informative roundtable webcast is complimentary and those unable to attend it live can download it approximately 24 hours after it is completed. Register now