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How Southwest
                                     Airlines Built a
                                     Culture of
                                     Customer Loyalty
Gary McNeil,     Lorraine
Vice President   Grubbs, President
of Marketing,    , Lessons in
Parature         Loyalty
PARATURE

       Parature is a global leader in on-
       demand software (SaaS) for customer
       service and support

       Parature enables organizations to:

       • Reduce the cost of supporting their
         customers
       • Have a 360 view of customer issues
       • Retain their customers
       • Improve customer loyalty
       • Generate more revenue from their
         base
       • Deliver “great” customer service
800 CUSTOMERS ACROSS INDUSTRIES & MARKET SEGMENTS


Technology              Business Services   Gaming and Digital Media




Education                 Associations            Healthcare
THE CUSTOMER HAS NEVER BEEN MORE IMPORTANT



• In light of sales teams selling
  less - organizations are focused
  on:
   Customer retention
   Customer upsell and cross
     sell opportunities
   Lifetime value of a customer
   Overall revenue from the
     customer base
THE IMPLICATIONS OF GETTING IT WRONG
Costing You Money Now and Later
SERVICE HAS BECOME A MAJOR DIFFERENTIATOR



• Improving the customer experience
   Multi-channel support
     • Providing support in the manner by which the
       customer wants it
• Reducing customer effort
   Delivering on the promise of first contact
    resolution
     • The result is reduced frustration
• Increasing customer loyalty
   By reducing customer effort you increase
    customer loyalty
     • Increased loyalty is a game changer
PARATURE: AN INTEGRATED SUPPORT SUITE
      Customer Touch Points                                                Service Desk
  Delivering Multi-Channel Support                    For your CSR’s to Manage All Customer Interactions



                                                               Metrics &         Deploy       Feedback
                                                                Reports          Surveys
                       Chat



                                            Ticket
      Forums           ?




Downloads
                Your Customer                                                                        Your CSR
                                             Mobile




      E-Mail
                            Knowledge-                                  360º
                                                                      Customer         Intelligent
                           base and FAQ’s                                               Workflow
                                                                       History
               Phone
                                                                           Service Desk
HELPING CUSTOMERS HELP THEMSELVES
YOUR BRAND ON YOUR PORTAL

Client-side
control of all
branding, color
schemes, and
more

Incorporation of
rich media, CSS,
HTML and more
make for a
vibrant customer
community


Single sign-on
capability allows
for seamless
transition from
any application
or website
BACKED BY AN INTUITIVE, INTELLIGENT SERVICE DESK

                        Parature lets you:

                        • Define hierarchical ticketing
                        queues and personalized routing
                        rules
                        • Program auto-responses for
                        repetitive inquiries
                        • Establish an integrated internal
                        knowledge base
                        • Manage tasks and time-based
                        alerts to ensure adherence to SLA
                        thresholds
                        • Report upon CSR productivity
                        • Incorporate customer data to
                        ensure “One View of the Customer”
                        • Collect and analyze customer
                        feedback
                        • Integrate ticketing data with
                        customer records and chat windows
                        • Update your customer portal with
                        each and every mouse click
PARATURE FOR FACEBOOK

         Support for Every Facebook Fan Page

• Monitor, listen and engage with your
customers on your Facebook Fan
Page.

• Your Customers can get Support
right on your Facebook Fan Page.

• Your Customers can share their
positive support experiences through
their friend’s streams.
LIVE CHAT SUPPORT



• A customer visits a Facebook Fan Page.
• The customer came to complain about a
  service problem or to ask a question.
• They notice an option to start a Live
  Chat from the Facebook Fan Page.
• A CSR responds to the Facebook user
  from Parature.
• The Facebook User gets their questions
  answered via live chat.
• They share their positive support
  experience with that company on their
  Facebook stream.
LESSONS                     IN


 LOYALTY
     How Southwest Airlines Does It

Blueprint for Building A World Class
   Customer Service Organization
Based on the Internationally
     Published Book
29% of U.S. employees are
fully engaged at any time.
54% of employees are not
engaged.
17% of employees are
actively disengaged –
meaning they intentionally
act in ways that negatively
impact their organizations.
Cost to your
company????
Annual cost nationwide to
employ this 71%
disengaged group
exceeds $300 billion.
EMPLOYER OF CHOICE
Engagement Survey 10 Most Admired
    Shareholder Return vs. S&P 500


            Return of top   Return of S&P   Difference
              10 most            500
              admired




5 yr           25.5 %          10.7%         14.8%
timeframe
Customers during
   9/11/01
Blueprint for Building
        Customer Service Culture

•   Hire for attitude, train for skill
•   Teach them from the start
•   VP of Customers
•   Keys to the kingdom
•   We are family
•   Check your ego at the door
•   Fun, Fun, Fun
•   Keeping the Customer at the forefront of
    Employees minds
Hire for attitude, train for
            skill
Attract It




Thinking outside the box       Irreverent
You know it’s working
T
Teach Them From the Start
Five Basic Principles
  Focus on the situation, issue, or
    behavior – not the person
Maintain the self-confidence and self-
          esteem of others
 Maintain constructive relationships
 with Customers and Coworkers
   Take the initiative to make the
           situation better
           Lead by example

                          Zenger-Miller
Customer Service Values

 Profitability   Ownership
 Low Cost        Legendary Service
 Family          Egalitarianism
 Fun             Simplicity
 Love            Altruism
 Hard Work       Common Sense &
 Individuality   Good Judgment
Two most important Customers



              Customers




       External           Internal
VP of Customers
Building a Culture for Winning the
Heart and Soul of our Customers

Courtesy & Respect
Follow the Golden Rule
Culture Matters
Hire of Attitude, Train for Skill
Teamwork
Help Each Other Out
Empowerment
Individuality, Common Sense, & Good Judgment
Keys to the Kingdom


Create a “Do What’s
Right” Environment
Forgive mistakes
Make Employees feel
like owners of the
company
Customers Become “Family
        Members”




    Feature in advertising and publications
    Invite to company events
    Include in community projects
    Acknowledge significant dates:
           Birthdays
           Anniversary of move in

  Hang pictures in visible Company locations
  Recognize at Corporate Events
  Have meaningful, timely, proactive communication
Check your Ego at the
             Door


“I don’t                “I messed
   know!”                  up!”


            “Please
            help me!”
Fun, Fun, Fun

Incorporate fun in
everything you do
Empower employees
to have fun
communicating with
Customers
Hire people who can
laugh at themselves
and foster a fun
environment
Customer at the forefront of
     employees minds
Gary Kelly’s Goal


  Shortly after being promoted to
  CEO, Mr.. Kelly sat next to lawyer on a
  Southwest flight. When the passenger
  found out who he was he gave him this
  advice…
“You have a damn good airline
  here, just don’t “#@#&” it up”

That says Mr.. Kelly “is kind of my goal”
Contact Information



lgrubbs@lessonsinloyalty.com

 www.lessonsinloyalty.com


    281-813-0305
QUESTIONS?

 Follow Parature on:
 blog.parature.com

 www.facebook.com/parature

 www.twitter.com/parature

 www.youtube.com/paratureinc

 www.slidesharenet.net/parature

 www.parature.com/rss

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How Southwest Airlines Built a Culture of Customer Loyalty

  • 1. How Southwest Airlines Built a Culture of Customer Loyalty Gary McNeil, Lorraine Vice President Grubbs, President of Marketing, , Lessons in Parature Loyalty
  • 2. PARATURE Parature is a global leader in on- demand software (SaaS) for customer service and support Parature enables organizations to: • Reduce the cost of supporting their customers • Have a 360 view of customer issues • Retain their customers • Improve customer loyalty • Generate more revenue from their base • Deliver “great” customer service
  • 3. 800 CUSTOMERS ACROSS INDUSTRIES & MARKET SEGMENTS Technology Business Services Gaming and Digital Media Education Associations Healthcare
  • 4. THE CUSTOMER HAS NEVER BEEN MORE IMPORTANT • In light of sales teams selling less - organizations are focused on:  Customer retention  Customer upsell and cross sell opportunities  Lifetime value of a customer  Overall revenue from the customer base
  • 5. THE IMPLICATIONS OF GETTING IT WRONG Costing You Money Now and Later
  • 6. SERVICE HAS BECOME A MAJOR DIFFERENTIATOR • Improving the customer experience  Multi-channel support • Providing support in the manner by which the customer wants it • Reducing customer effort  Delivering on the promise of first contact resolution • The result is reduced frustration • Increasing customer loyalty  By reducing customer effort you increase customer loyalty • Increased loyalty is a game changer
  • 7. PARATURE: AN INTEGRATED SUPPORT SUITE Customer Touch Points Service Desk Delivering Multi-Channel Support For your CSR’s to Manage All Customer Interactions Metrics & Deploy Feedback Reports Surveys Chat Ticket Forums ? Downloads Your Customer Your CSR Mobile E-Mail Knowledge- 360º Customer Intelligent base and FAQ’s Workflow History Phone Service Desk
  • 8.
  • 10. YOUR BRAND ON YOUR PORTAL Client-side control of all branding, color schemes, and more Incorporation of rich media, CSS, HTML and more make for a vibrant customer community Single sign-on capability allows for seamless transition from any application or website
  • 11. BACKED BY AN INTUITIVE, INTELLIGENT SERVICE DESK Parature lets you: • Define hierarchical ticketing queues and personalized routing rules • Program auto-responses for repetitive inquiries • Establish an integrated internal knowledge base • Manage tasks and time-based alerts to ensure adherence to SLA thresholds • Report upon CSR productivity • Incorporate customer data to ensure “One View of the Customer” • Collect and analyze customer feedback • Integrate ticketing data with customer records and chat windows • Update your customer portal with each and every mouse click
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  • 13. PARATURE FOR FACEBOOK Support for Every Facebook Fan Page • Monitor, listen and engage with your customers on your Facebook Fan Page. • Your Customers can get Support right on your Facebook Fan Page. • Your Customers can share their positive support experiences through their friend’s streams.
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  • 17. LIVE CHAT SUPPORT • A customer visits a Facebook Fan Page. • The customer came to complain about a service problem or to ask a question. • They notice an option to start a Live Chat from the Facebook Fan Page. • A CSR responds to the Facebook user from Parature. • The Facebook User gets their questions answered via live chat. • They share their positive support experience with that company on their Facebook stream.
  • 18. LESSONS IN LOYALTY How Southwest Airlines Does It Blueprint for Building A World Class Customer Service Organization
  • 19. Based on the Internationally Published Book
  • 20. 29% of U.S. employees are fully engaged at any time. 54% of employees are not engaged. 17% of employees are actively disengaged – meaning they intentionally act in ways that negatively impact their organizations. Cost to your company???? Annual cost nationwide to employ this 71% disengaged group exceeds $300 billion.
  • 22. Engagement Survey 10 Most Admired Shareholder Return vs. S&P 500 Return of top Return of S&P Difference 10 most 500 admired 5 yr 25.5 % 10.7% 14.8% timeframe
  • 23. Customers during 9/11/01
  • 24. Blueprint for Building Customer Service Culture • Hire for attitude, train for skill • Teach them from the start • VP of Customers • Keys to the kingdom • We are family • Check your ego at the door • Fun, Fun, Fun • Keeping the Customer at the forefront of Employees minds
  • 25. Hire for attitude, train for skill
  • 26. Attract It Thinking outside the box Irreverent
  • 27. You know it’s working
  • 28. T Teach Them From the Start
  • 29. Five Basic Principles Focus on the situation, issue, or behavior – not the person Maintain the self-confidence and self- esteem of others Maintain constructive relationships with Customers and Coworkers Take the initiative to make the situation better Lead by example Zenger-Miller
  • 30. Customer Service Values Profitability Ownership Low Cost Legendary Service Family Egalitarianism Fun Simplicity Love Altruism Hard Work Common Sense & Individuality Good Judgment
  • 31. Two most important Customers Customers External Internal
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  • 33. VP of Customers Building a Culture for Winning the Heart and Soul of our Customers Courtesy & Respect Follow the Golden Rule Culture Matters Hire of Attitude, Train for Skill Teamwork Help Each Other Out Empowerment Individuality, Common Sense, & Good Judgment
  • 34. Keys to the Kingdom Create a “Do What’s Right” Environment Forgive mistakes Make Employees feel like owners of the company
  • 35. Customers Become “Family Members”  Feature in advertising and publications  Invite to company events  Include in community projects  Acknowledge significant dates: Birthdays Anniversary of move in  Hang pictures in visible Company locations  Recognize at Corporate Events  Have meaningful, timely, proactive communication
  • 36. Check your Ego at the Door “I don’t “I messed know!” up!” “Please help me!”
  • 37. Fun, Fun, Fun Incorporate fun in everything you do Empower employees to have fun communicating with Customers Hire people who can laugh at themselves and foster a fun environment
  • 38. Customer at the forefront of employees minds
  • 39. Gary Kelly’s Goal Shortly after being promoted to CEO, Mr.. Kelly sat next to lawyer on a Southwest flight. When the passenger found out who he was he gave him this advice… “You have a damn good airline here, just don’t “#@#&” it up” That says Mr.. Kelly “is kind of my goal”
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  • 42. QUESTIONS? Follow Parature on: blog.parature.com www.facebook.com/parature www.twitter.com/parature www.youtube.com/paratureinc www.slidesharenet.net/parature www.parature.com/rss