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EVOLUTION OF CUSTOMER SERVICE




                         Mitch Lieberman




                                           1
Agenda

 Part I - Customer Service Using Social
 Part II - Contact Center of the Future
 Part III - A bit about Sword Ciboodle




                                          2
Part I - Social Customer Service




                                   3
Framing the Conversation

 Old School
 New Normal
 The New Shiny Stuff
 What more could we possibly add…




                                    4
Customer Service Using Social

 Who is doing it?
 What are they doing?
 Why are they doing it?
 How long have they been doing it?


                    Many Questions…

                                      5
The Study

 Conducted jointly between Sword Ciboodle and thinkJar,
 Produced and hosted on an online site (Survey Monkey),
 Panelists asked to self-qualify as practitioners of Customer
 Service.
 The total number of responses was 399, of which 376 were
 analyzed and found to be complete and sufficient to be
 included in this report.
 Recruitment via a traditional email solicitation, via social
 channels (Twitter and Facebook appeals),
 Respondents came from all over the world, but mostly from
 USA (60%) and UK (30%).



                                                                6
A Sneak Peak
                   Decisions to add Social Channels are based on


               1   limited data available and responding to both
                   competitive forces as well as customer demands; the
                   justification for deployment is sought from analysts’
                   reports and firms.


                   Adding any new channel is always a complex



               2   endeavor for customer service. Justifying social
                   channels, is comparable to justifying email for
                   customer service in the past ten years – you can
                   ignore it for a while, but you will do it.


                   The Use of Social Channels in customer service is


               3   merely beginning to be documented and reported. In
                   spite of very famous early customer service is no
                   closer to understand what social can do for it than it
                   did for electronic channels in the early days of the
                   internet.
Some Data


                     Social Channels




 Standard Channels




                                       8
Some (more) Data



                     How Long




   Primary Benefit




                                9
Some Interesting Differences



                         Social Channels (US)




  Social Channels (UK)




                                                10
Part II – Contact Center of the Future




                                         11
Future

                                Past
EVOLUTION OF THE
CONTACT CENTER



                     PEOPLE



                    PROCESS



                   TECHNOLOGY



                   GOVERNANCE



                    METRICS



                    APPROACH




                                                12
Future

                                      Past
                                                     Knowledge Worker
                                Call Center Worker
EVOLUTION OF THE
CONTACT CENTER



                     PEOPLE



                    PROCESS



                   TECHNOLOGY



                   GOVERNANCE



                    METRICS



                    APPROACH




                                                                        13
Future

                                        Past
                                                                Knowledge Worker
                                   Call Center Worker
EVOLUTION OF THE
CONTACT CENTER



                     PEOPLE
                                                         Dynamic, Adaptive, Coordinated
                                Linear, Static, Clumsy
                    PROCESS



                   TECHNOLOGY



                   GOVERNANCE



                    METRICS



                    APPROACH




                                                                                          14
Future

                                       Past
                                                                 Knowledge Worker
                                 Call Center Worker
EVOLUTION OF THE
CONTACT CENTER



                     PEOPLE
                                                           Dynamic, Adaptive, Coordinated
                                Linear, Static, Clumsy
                    PROCESS



                   TECHNOLOGY     Dual Channel           Multi-Channel and Cross-Channel


                   GOVERNANCE



                    METRICS



                    APPROACH




                                                                                            15
Future

                                       Past
                                                               Knowledge Worker
                                 Call Center Worker
EVOLUTION OF THE
CONTACT CENTER



                     PEOPLE
                                                         Dynamic, Adaptive, Coordinated
                                Linear, Static, Clumsy
                    PROCESS



                                   Dual Channel          Multi-Channel and Cross-Channel
                   TECHNOLOGY



                   GOVERNANCE
                                Value Extraction              Value Co-Creation
                    METRICS



                    APPROACH




                                                                                           16
Future

                                       Past
                                                               Knowledge Worker
                                 Call Center Worker
EVOLUTION OF THE
CONTACT CENTER



                     PEOPLE
                                                         Dynamic, Adaptive, Coordinated
                                Linear, Static, Clumsy
                    PROCESS



                                   Dual Channel          Multi-Channel and Cross-Channel
                   TECHNOLOGY



                   GOVERNANCE
                                  Value Extraction
                                                               Value Co-Creation

                    METRICS
                                    Acronyms
                                                                  Experience
                    APPROACH




                                                                                           17
Future

                                          Past
                                                                  Knowledge Worker
                                    Call Center Worker
EVOLUTION OF THE
CONTACT CENTER



                     PEOPLE
                                                            Dynamic, Adaptive, Coordinated
                                   Linear, Static, Clumsy
                    PROCESS



                                      Dual Channel          Multi-Channel and Cross-Channel
                   TECHNOLOGY



                   GOVERNANCE
                                     Value Extraction
                                                                  Value Co-Creation

                    METRICS
                                        Acronyms
                                                                      Experience
                    APPROACH

                                Reactive and Controlling

                                                            Proactive and Collaborative




                                                                                              18
Future

                                        Past
                                                                 Knowledge Worker
                                  Call Center Worker
EVOLUTION OF THE
CONTACT CENTER



                     PEOPLE
                                                           Dynamic, Adaptive, Coordinated
                                 Linear, Static, Clumsy
                    PROCESS



                                     Dual Channel          Multi-Channel and Cross-Channel
                   TECHNOLOGY



                   GOVERNANCE
                                   Value Extraction
                                                                 Value Co-Creation

                    METRICS
                                       Acronyms
                                                                     Experience
                    APPROACH

                                Reactive and Controlling

                                                             Proactive and Collaborative




                                                                                             19
Part III – A Bit About Ciboodle

   The Customer Engagement Continuum
    – Part Vision
    – Part Mission




It is how we think about
          your customers


                                       20
From Vision to Tactics

   Mission



  Objectives
  and Goals



   Strategy




  Execution




 Tactical Need
Thank You
Mitch Lieberman @mjayliebs




                                                 22
                                   Design By: Keri McKay

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Evolution of Customer Service into the Social Era

  • 1. EVOLUTION OF CUSTOMER SERVICE Mitch Lieberman 1
  • 2. Agenda Part I - Customer Service Using Social Part II - Contact Center of the Future Part III - A bit about Sword Ciboodle 2
  • 3. Part I - Social Customer Service 3
  • 4. Framing the Conversation Old School New Normal The New Shiny Stuff What more could we possibly add… 4
  • 5. Customer Service Using Social Who is doing it? What are they doing? Why are they doing it? How long have they been doing it? Many Questions… 5
  • 6. The Study Conducted jointly between Sword Ciboodle and thinkJar, Produced and hosted on an online site (Survey Monkey), Panelists asked to self-qualify as practitioners of Customer Service. The total number of responses was 399, of which 376 were analyzed and found to be complete and sufficient to be included in this report. Recruitment via a traditional email solicitation, via social channels (Twitter and Facebook appeals), Respondents came from all over the world, but mostly from USA (60%) and UK (30%). 6
  • 7. A Sneak Peak Decisions to add Social Channels are based on 1 limited data available and responding to both competitive forces as well as customer demands; the justification for deployment is sought from analysts’ reports and firms. Adding any new channel is always a complex 2 endeavor for customer service. Justifying social channels, is comparable to justifying email for customer service in the past ten years – you can ignore it for a while, but you will do it. The Use of Social Channels in customer service is 3 merely beginning to be documented and reported. In spite of very famous early customer service is no closer to understand what social can do for it than it did for electronic channels in the early days of the internet.
  • 8. Some Data Social Channels Standard Channels 8
  • 9. Some (more) Data How Long Primary Benefit 9
  • 10. Some Interesting Differences Social Channels (US) Social Channels (UK) 10
  • 11. Part II – Contact Center of the Future 11
  • 12. Future Past EVOLUTION OF THE CONTACT CENTER PEOPLE PROCESS TECHNOLOGY GOVERNANCE METRICS APPROACH 12
  • 13. Future Past Knowledge Worker Call Center Worker EVOLUTION OF THE CONTACT CENTER PEOPLE PROCESS TECHNOLOGY GOVERNANCE METRICS APPROACH 13
  • 14. Future Past Knowledge Worker Call Center Worker EVOLUTION OF THE CONTACT CENTER PEOPLE Dynamic, Adaptive, Coordinated Linear, Static, Clumsy PROCESS TECHNOLOGY GOVERNANCE METRICS APPROACH 14
  • 15. Future Past Knowledge Worker Call Center Worker EVOLUTION OF THE CONTACT CENTER PEOPLE Dynamic, Adaptive, Coordinated Linear, Static, Clumsy PROCESS TECHNOLOGY Dual Channel Multi-Channel and Cross-Channel GOVERNANCE METRICS APPROACH 15
  • 16. Future Past Knowledge Worker Call Center Worker EVOLUTION OF THE CONTACT CENTER PEOPLE Dynamic, Adaptive, Coordinated Linear, Static, Clumsy PROCESS Dual Channel Multi-Channel and Cross-Channel TECHNOLOGY GOVERNANCE Value Extraction Value Co-Creation METRICS APPROACH 16
  • 17. Future Past Knowledge Worker Call Center Worker EVOLUTION OF THE CONTACT CENTER PEOPLE Dynamic, Adaptive, Coordinated Linear, Static, Clumsy PROCESS Dual Channel Multi-Channel and Cross-Channel TECHNOLOGY GOVERNANCE Value Extraction Value Co-Creation METRICS Acronyms Experience APPROACH 17
  • 18. Future Past Knowledge Worker Call Center Worker EVOLUTION OF THE CONTACT CENTER PEOPLE Dynamic, Adaptive, Coordinated Linear, Static, Clumsy PROCESS Dual Channel Multi-Channel and Cross-Channel TECHNOLOGY GOVERNANCE Value Extraction Value Co-Creation METRICS Acronyms Experience APPROACH Reactive and Controlling Proactive and Collaborative 18
  • 19. Future Past Knowledge Worker Call Center Worker EVOLUTION OF THE CONTACT CENTER PEOPLE Dynamic, Adaptive, Coordinated Linear, Static, Clumsy PROCESS Dual Channel Multi-Channel and Cross-Channel TECHNOLOGY GOVERNANCE Value Extraction Value Co-Creation METRICS Acronyms Experience APPROACH Reactive and Controlling Proactive and Collaborative 19
  • 20. Part III – A Bit About Ciboodle The Customer Engagement Continuum – Part Vision – Part Mission It is how we think about your customers 20
  • 21. From Vision to Tactics Mission Objectives and Goals Strategy Execution Tactical Need
  • 22. Thank You Mitch Lieberman @mjayliebs 22 Design By: Keri McKay

Notas do Editor

  1. The contact center is certainly not shielded from the pact of business change. As your organization evolves, technology evolves, so does the contact center. In this presentation we will explore some of the core components of the contact center, where they have been, where they are and where they need to go.
  2. Customer service excellence is a core value of many customer service organizations, as it should be for yours. Service excellence is achieved by the proper alignment (for your business) of the people, processes and technology. For many companies, customer service is the responsibility of the contact center. Considering the investment by the company in the contact center, alignment of the core elements requires a governance It is important to recognize that while there are many components, the focus always need to be centered on the conversations that take place between the customer and your organization. The contact center agent (knowledge worker) and the customer are the main characters, everything else plays a supporting role.
  3. The people associated with the contact center, historically, had been the people with customer service somewhere in their title, yes that simple. Organizations need to change this, if they want to grow and prosper (survive?). Products and services are becoming more complex, other parts of the organization absolutely need to become part of the customer experience, engagement, satisfaction process. It is about collaboration, knowledge sharing, a bit of sales, a bit of marketing and understanding the overall corporate vision. As we go through the rest of the components, it will become clear that the people in the organization need to be as flexible and dynamic as the technological components. 
  4. A Process is a series of actions directed toward a specific aim - Coordination is the organization of the different elements of a complex body or activity so as to enable them to work together effectively. Within the contact center, there are two important actors where coordination is important, the other knowledge workers and the customer. Each is important, critical even.Paper based, rigid and often manual processes for as many scenarios as management can think up. Customers are no longer interested in listening to a static script, following the defined path nor being pushed towards your efficient route. Internally, the front office needs to be coordinated with other parts of the organization. Yelling over the cubicle does not count as coordination, sticky notes do not count as managing information and firing off an email is not business process management.
  5. The channels of communication supported by organizations need to adapt to the changing channel usage by their customers. Customer ‘channel hop’, changing modes of communication, even mid-stream during a process. Organizations need to consider active pull, versus push to optimize their channel strategy. Active pull means that the value offered on channels you would like people to use is valuable to them, not just you. Real-time, synchronous channels are more expensive, but studies show that satisfaction rates are also higher on these channels.Customers do want to use new channels such as social media and webchat to interact with businesses – but they want these in addition to (not instead of) established one (Phone or Email). That’s because their channel choice will depend on why, where and when they are contacting the business.Often customers will use (or would like to use) multiple channels during a single ‘transaction’ – for example, researching a new gadget online and reading peer reviews before purchasing in store then using help forums to discover new features. And if there’s a problem, they may want to talk to someone.
  6. Co-creation emphasizes the generation and ongoing realization of mutual organization-customer value. It views markets as forums for firms and active customers to share, combine and renew each other's resources and capabilities to create value through new forms of interaction, service and learning mechanisms. It differs from the traditional active organization- passive consumer market construct of the past.Historically, organizations would spend time and effort to extract as much value out of a relationship as possible. Customers are now more knowledgeable, connected and they talk to eachother. The governance model of the contact center will increasingly be focused on co-creation.Co-created value arises in the form of personalised or unique experiences for the customer (value-in-use). Value is co-created with customers if and when a customer is able to personalize his/her experience using a firm's product-service proposition
  7. Metrics is similar to the governance line item, but there are subtle differences. Where governance focuses on value co-creation, metrics are how things are measured. If the focus of the contact center is Average Handle Time (AHT) and first call resolution, then operational cost savings will get in the way of positive customer experience, which will drive down satisfaction and loyalty ratings. More and more of the forward looking contact centers are using AHT as a training tool, not to drive the business.
  8. Collaboration is working together to achieve a goal. It is a recursive process where two or more people or organizations work together to realize shared goals, (this is more than the intersection of common goals seen in co-operative ventures, but a deep, collective, determination to reach an identical objective) — for example, an intriguing endeavor that is creative in nature  — by sharing knowledge, learning and building consensus. (Wikipedia). I believe collaboration and co-operation are closely aligned, with emotional elements highlighting the differences. The more someone is controlled, the less positive the experience ‘feels’. Being proactive is simply getting ahead of potential issues, not waiting for them to happen to you.