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© 2010 - 2015 Constellation Research, Inc. All rights reserved.
TM
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Five Ways To Deliver
Exceptional Customer Care
in 2015
Natalie Petouhoff (@drnatalie)
Vice President & Principal Analyst
January 27th, 2015
R “Ray” Wang (@rwang0)
Principal Analyst & CEO
The State of Customer Service and Support Evolves in 2015 To
Customer Success Management
© 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 2#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Housekeeping Items
 This webinar is being recorded
 Take advantage of the Q&A chat box
 Tweet with us
- Use #CEMwebinar
- Reference @drnatalie | @rwang0 | @BoldChat
© 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 3#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
© 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 4#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
2015 is the year of the customer’s choice
Digital disruption and the emergence of mobile in customer care has changed everything
Next generation customer experiences have to be customer-centric
Must deliver ubiquitous customer care - support when & where customers are
Choice of channels is up to the customer, not the company
Example Channels: Chat vs. Phone: need both, but perfect chat to reduce costs & improve
the experience
Key takeaways: What companies can do to stay ahead/make a difference in 2015
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
This is the year of the
customer’s choice:
• Opt-in Customers
– Customers can easily find information about
products and services
– And from sources they trust – peers
5
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
What are customers saying about your products?
• Take any product
• Where are customer sharing their
thoughts and experiences?
6
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Customers believe other customers reviews
• Customers believe each other
• Sometimes, even if they don’t
know each other
7
457 REVIEWS
• 5 STAR: 285
• 4 STAR: 111
• 3 STAR: 27
• 2 STAR: 17
• 1 STAR: 17
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Companies need to be listening and
responsive
8
Company Answered Questions &
Dialogue With Customers:
– 141
– Tells you the company is
listening & responding
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
You are a customer: Who do you Believe?
9
Company Answered Questions & Has A Dialogue With Customers:
– People vote on the answers the company gives
– This requires something very different for companies
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Opt-Out
Customers
Customers can easily opt-out
of doing business with you if
you loose their trust
10
BYE
© 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 11#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
11
Organizations need to rethink their approach…
IT’STIME
TORETHINK
EVERYTHING
…& understand what the
digital disruption means to your business…
© 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 12#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
The Digital
Disruption
Requires companies to be….
Transparent - Authentic - Genuine - Honest – Respectful - Helpful – Kind – Trustworthy
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Digital disruption is changing business
• CoIT –
– Consumerization of IT
– Means that consumers
want everything they use
when they interact with
you to be easy and simple
– like Google & Facebook
• Are you making it easy or
difficult to do business with
you?
• User interface design is
extremely important
13
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Digital disruption means being
customer-centric
• Next generation customer experience
has to be customer-centric
• Need a strategy to change how the
company approaches its customers
– Customer-centric Strategy
– Customer-centric People (employees,
partners, stakeholders…)
– Customer-centric Processes
– Customer-centric Technology
• May require organizational change
management
14
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat 15
Source:: Internet Retailer, 2015, Internet Retailer, 2014, comScore Inc.
Mobile Sales
• 25% of online sales during the
2014 holiday; up 27.2%
• 56% of time spent online retail
occurred on a mobile device
Part of the digital disruption:
Mobile has changed the game
Mobile web visits
• 45% of all online traffic stemming from mobile devices,
up 25.5%
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Mobile is key to
your business
Example: mobile traffic to the 26 retail
clients for 1 month
• Generated $180 million in web
revenue in August 2014
• 27.3% from smartphones and tablets
This is all part of the
digital disruption
16
Sources: Internet Retailer, 2015, Internet Retailer, 2014, comScore Inc.
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Digital disruption means delivering
ubiquitous customer care
• Multi-channel:
– Operational view of how customer interact
within each channel
• Omni-channel:
– Implies it’s the customer’s view of their
interactions with the company,
– Orchestrated across all channels in a
seamless, integrated and consistent context
• Ubiquitous channels
– Providing support when and where ever
customers are, 24/7
17
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
New focus: ubiquitous channels
• No premeditation by customer on which
channel or device they will use to interact
with a brand and make a purchase
• But there must be hyper-premeditation by
the brand to create ubiquitous channel
and device loyalty
• Choice of channels is up to the customer,
not the company
18
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Channel preference vs. customer experience
A customer may prefer to
speak to an agent
• Because they want to
talk to a human
• But because the phone
experience is so
frustrating, they want to
avoid the phone
• That’s why something
like chat is a good option
19
How can I help you?
I’m having
problems with…
© 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 20#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Customers Have More Choices Than Ever
20…with unboundless options; will they pick your company?
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Customer Service…
Is now customer success management
• Customer Success Management
– Don’t just care about the customer as a lead
– Don’t just care about the customer as a sale
– Don’t just care about the customer in service
• Care about the customer in every interaction
– Great, continuous, consistent experiences
– Retention, revenue = increase customer lifetime value
– Bad experiences: lost customer
• No Customers, No Business. It’s that simple.
21
© 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 22#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Customer success management…
Customer Lifetime Value
• How long a customer buys from you
• How much they buy each time
• How much their purchase amount goes up over time
Increase the number of customers and their customer
lifetime value, continuously
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Where is your company on the digital
transformation of next generation customer
service?
Market Leaders will
• Grow their revenue
• Reduce costs faster
Than any other segment
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat© 2010 - 2015 Constellation Research, Inc. All rights reserved. 24#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Takeaways to Get/Stay Ahead of The
Competition
© 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 25#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
1. Understand what digital transformation
entails
© 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 26#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
2. Decide to deliver great digital customer
experiences
© 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 27#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
3. Gain buy-in & support from all levels in the
organization top to bottom
© 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 28#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
4. Evaluate where you are with respect to
providing ubiquitous channel and device
experiences.
What’s your score?
© 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 29#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
5. Your gaps create your roadmap for next
generation, ubiquitous channel and device,
customer-centric experiences.
© 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 30#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Savvy customer service professionals are
leading their companies
…not only to advance service, but to lead the whole
company in transforming Customer Service into
Customer Success Management
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat© 2010 - 2015 Constellation Research, Inc. All rights reserved. 31#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Q & A
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat© 2010 - 2015 Constellation Research, Inc. All rights reserved. 32#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
Thank you
R “Ray” Wang
R@ConstellationR.com
Twitter: @rwang0
Dr. Natalie Petouhoff
Natalie@ConstellationR.com
Twitter: @drnatalie
© 2010 – 2015 Constellation Research, Inc. All rights reserved.
#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
© 2010 - 2015 Constellation Research, Inc. All rights reserved. www.ConstellationR.com
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Five Ways To Deliver Exceptional Customer Care in 2015

  • 1. © 2010 - 2015 Constellation Research, Inc. All rights reserved. TM #CEM Webinar | @ drnatalie| @rwang0| @BoldChat Five Ways To Deliver Exceptional Customer Care in 2015 Natalie Petouhoff (@drnatalie) Vice President & Principal Analyst January 27th, 2015 R “Ray” Wang (@rwang0) Principal Analyst & CEO The State of Customer Service and Support Evolves in 2015 To Customer Success Management
  • 2. © 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 2#CEM Webinar | @ drnatalie| @rwang0| @BoldChat Housekeeping Items  This webinar is being recorded  Take advantage of the Q&A chat box  Tweet with us - Use #CEMwebinar - Reference @drnatalie | @rwang0 | @BoldChat
  • 3. © 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 3#CEM Webinar | @ drnatalie| @rwang0| @BoldChat
  • 4. © 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 4#CEM Webinar | @ drnatalie| @rwang0| @BoldChat 2015 is the year of the customer’s choice Digital disruption and the emergence of mobile in customer care has changed everything Next generation customer experiences have to be customer-centric Must deliver ubiquitous customer care - support when & where customers are Choice of channels is up to the customer, not the company Example Channels: Chat vs. Phone: need both, but perfect chat to reduce costs & improve the experience Key takeaways: What companies can do to stay ahead/make a difference in 2015
  • 5. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat This is the year of the customer’s choice: • Opt-in Customers – Customers can easily find information about products and services – And from sources they trust – peers 5
  • 6. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat What are customers saying about your products? • Take any product • Where are customer sharing their thoughts and experiences? 6
  • 7. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat Customers believe other customers reviews • Customers believe each other • Sometimes, even if they don’t know each other 7 457 REVIEWS • 5 STAR: 285 • 4 STAR: 111 • 3 STAR: 27 • 2 STAR: 17 • 1 STAR: 17
  • 8. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat Companies need to be listening and responsive 8 Company Answered Questions & Dialogue With Customers: – 141 – Tells you the company is listening & responding
  • 9. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat You are a customer: Who do you Believe? 9 Company Answered Questions & Has A Dialogue With Customers: – People vote on the answers the company gives – This requires something very different for companies
  • 10. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat Opt-Out Customers Customers can easily opt-out of doing business with you if you loose their trust 10 BYE
  • 11. © 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 11#CEM Webinar | @ drnatalie| @rwang0| @BoldChat 11 Organizations need to rethink their approach… IT’STIME TORETHINK EVERYTHING …& understand what the digital disruption means to your business…
  • 12. © 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 12#CEM Webinar | @ drnatalie| @rwang0| @BoldChat The Digital Disruption Requires companies to be…. Transparent - Authentic - Genuine - Honest – Respectful - Helpful – Kind – Trustworthy
  • 13. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat Digital disruption is changing business • CoIT – – Consumerization of IT – Means that consumers want everything they use when they interact with you to be easy and simple – like Google & Facebook • Are you making it easy or difficult to do business with you? • User interface design is extremely important 13
  • 14. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat Digital disruption means being customer-centric • Next generation customer experience has to be customer-centric • Need a strategy to change how the company approaches its customers – Customer-centric Strategy – Customer-centric People (employees, partners, stakeholders…) – Customer-centric Processes – Customer-centric Technology • May require organizational change management 14
  • 15. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat 15 Source:: Internet Retailer, 2015, Internet Retailer, 2014, comScore Inc. Mobile Sales • 25% of online sales during the 2014 holiday; up 27.2% • 56% of time spent online retail occurred on a mobile device Part of the digital disruption: Mobile has changed the game Mobile web visits • 45% of all online traffic stemming from mobile devices, up 25.5%
  • 16. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat Mobile is key to your business Example: mobile traffic to the 26 retail clients for 1 month • Generated $180 million in web revenue in August 2014 • 27.3% from smartphones and tablets This is all part of the digital disruption 16 Sources: Internet Retailer, 2015, Internet Retailer, 2014, comScore Inc.
  • 17. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat Digital disruption means delivering ubiquitous customer care • Multi-channel: – Operational view of how customer interact within each channel • Omni-channel: – Implies it’s the customer’s view of their interactions with the company, – Orchestrated across all channels in a seamless, integrated and consistent context • Ubiquitous channels – Providing support when and where ever customers are, 24/7 17
  • 18. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat New focus: ubiquitous channels • No premeditation by customer on which channel or device they will use to interact with a brand and make a purchase • But there must be hyper-premeditation by the brand to create ubiquitous channel and device loyalty • Choice of channels is up to the customer, not the company 18
  • 19. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat Channel preference vs. customer experience A customer may prefer to speak to an agent • Because they want to talk to a human • But because the phone experience is so frustrating, they want to avoid the phone • That’s why something like chat is a good option 19 How can I help you? I’m having problems with…
  • 20. © 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 20#CEM Webinar | @ drnatalie| @rwang0| @BoldChat Customers Have More Choices Than Ever 20…with unboundless options; will they pick your company?
  • 21. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat Customer Service… Is now customer success management • Customer Success Management – Don’t just care about the customer as a lead – Don’t just care about the customer as a sale – Don’t just care about the customer in service • Care about the customer in every interaction – Great, continuous, consistent experiences – Retention, revenue = increase customer lifetime value – Bad experiences: lost customer • No Customers, No Business. It’s that simple. 21
  • 22. © 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 22#CEM Webinar | @ drnatalie| @rwang0| @BoldChat Customer success management… Customer Lifetime Value • How long a customer buys from you • How much they buy each time • How much their purchase amount goes up over time Increase the number of customers and their customer lifetime value, continuously
  • 23. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat Where is your company on the digital transformation of next generation customer service? Market Leaders will • Grow their revenue • Reduce costs faster Than any other segment
  • 24. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat© 2010 - 2015 Constellation Research, Inc. All rights reserved. 24#CEM Webinar | @ drnatalie| @rwang0| @BoldChat Takeaways to Get/Stay Ahead of The Competition
  • 25. © 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 25#CEM Webinar | @ drnatalie| @rwang0| @BoldChat 1. Understand what digital transformation entails
  • 26. © 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 26#CEM Webinar | @ drnatalie| @rwang0| @BoldChat 2. Decide to deliver great digital customer experiences
  • 27. © 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 27#CEM Webinar | @ drnatalie| @rwang0| @BoldChat 3. Gain buy-in & support from all levels in the organization top to bottom
  • 28. © 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 28#CEM Webinar | @ drnatalie| @rwang0| @BoldChat 4. Evaluate where you are with respect to providing ubiquitous channel and device experiences. What’s your score?
  • 29. © 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 29#CEM Webinar | @ drnatalie| @rwang0| @BoldChat 5. Your gaps create your roadmap for next generation, ubiquitous channel and device, customer-centric experiences.
  • 30. © 2010 - 2015 Constellation Research, Inc. All rights reserved.© 2010 - 2015 Constellation Research, Inc. All rights reserved. 30#CEM Webinar | @ drnatalie| @rwang0| @BoldChat Savvy customer service professionals are leading their companies …not only to advance service, but to lead the whole company in transforming Customer Service into Customer Success Management
  • 31. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat© 2010 - 2015 Constellation Research, Inc. All rights reserved. 31#CEM Webinar | @ drnatalie| @rwang0| @BoldChat Q & A
  • 32. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat© 2010 - 2015 Constellation Research, Inc. All rights reserved. 32#CEM Webinar | @ drnatalie| @rwang0| @BoldChat Thank you R “Ray” Wang R@ConstellationR.com Twitter: @rwang0 Dr. Natalie Petouhoff Natalie@ConstellationR.com Twitter: @drnatalie
  • 33. © 2010 – 2015 Constellation Research, Inc. All rights reserved. #CEM Webinar | @ drnatalie| @rwang0| @BoldChat © 2010 - 2015 Constellation Research, Inc. All rights reserved. www.ConstellationR.com San Francisco | Andalucia | Belfast | Boston | Chicago | Colorado Springs | Cupertino | Denver | Irvine | London | Madrid New York | NOVA |Pune | Sacramento | Santa Monica | Sedona | Sydney | Tokyo | Toronto | Washington, D.C. TM