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Why and How Your Brand Must 
Provide Omni-Channel 
Customer Service 
#SMTLive
#SMTLive 
Thank You to Our Sponsor 
@SAPCRM
#SMTLive 
Join the Conversation…
Carla Saavedra Kochalski leads the Social Media Insights and Care Team at Capital One, where she is responsible for building 
out the bank’s enterprise social customer listening and servicing strategies, including @AskCapitalOne. Her team supports 
the enterprise in executing social listening, risk mitigation and care efforts with partners across the business. Prior to joining 
Capital One, Carla was at Samsung Mobile USA, where she launched their first social servicing and listening team in 2010, 
turning it into a large-scale team that served more than 31 million fans and followers on social. @CarlaSaavedra 
Chris Geddes currently runs Social Media & Community support for Microsoft Mobile & Windows Phone, having moved 
on from running all of customer support. He has spent most of his career to date working in and around Social Media & 
Digital and made his name by injecting Digital and Social techniques into an otherwise “old school” organization, 
providing a quantum shift in support delivery. @chrisgeddes 
Kai Petzelt is Senior Director of product marketing at SAP, responsible for the creation and communication of messaging 
and positioning for the CRM solutions portfolio for the Customer Service line of business. Kai has accumulated 20 years of 
experience in marketing, strategy and business management positions across high-tech, chemicals and life sciences in 
multinational corporations across Europe and North America. Kai is a frequent speaker at industry events and webinars and 
blogs regularly about all things related to customer engagement. A native of Germany, Kai is now a Silicon Valley transplant. 
@kaipetzelt 
#SMTLive 
Our Speakers 
Paul Dunay is an award-winning B2B marketing expert with more than 20 years’ success in generating demand and 
creating buzz for leading technology, consumer products, financial services and professional services organizations. 
Paul is the author of five “Dummies” books including Facebook Advertising for Dummies (Wiley 2010), and Facebook 
Marketing for Dummies 3rd Edition (Wiley 2012). @PaulDunay
OMNICHANNEL CUSTOMER 
SERVICE – WHY AND HOW? 
Social Media Today webinar 
November 11, 2014 
Kai Petzelt 
Senior Director, SAP Product Marketing 
Customer Engagement Solutions
LET’S GET THE FACTS STRAIGHT 
OMNI-CHANNEL vs. MULTI-CHANNEL 
Multi-channel 
• Companies using multiple 
channels (e.g. social media, web 
and email) to engage their 
customers 
• Not necessarily focused on 
delivering a seamless / consistent 
message across multiple touch-points 
Omni-channel 
• Consistency across channels 
(messaging, brand experience, 
buyer’s journey) 
• Seamless interaction – handoff 
between channels 
Result: Positive customer experiences help develop loyal customers and 
brand advocates, and that’s important because… 
© 2014 SAP AG or an SAP affiliate company. All rights reserved. 6
OMNI-CHANNEL CUSTOMER SERVICE 
WHY CHANGE? 
75% 
of customers have spent more with a 
company because of positive 
customer service experiences. 
55% 
have bailed on a transaction due to 
poor customer service. 
SOURCE: American Express – Global Customer Service Barometer, 2012
OMNI-CHANNEL CUSTOMER SERVICE 
WHY NOW? 
3% 
of organizations rate 
themselves as extremely 
effective at delivering 
omni-channel service. 
80% 
of organizations have 
nonintegrated 
communications channels 
SOURCE: Forrester Wave Customer Service Solutions for Enterprise Org – Q2 2014
KEY INGREDIENTS FOR SUCCESSFUL 
OMNI-CHANNEL CUSTOMER SERVICE 
1. Meet your customers where they are, that is in the channel of their 
choice 
2. Know who your customers are, the products and services they have 
purchased, and their prior interaction history, regardless of channel 
3. Operate as a single brand and channel, orchestrating customer 
experiences across all touch points 
4. Show customers they are valued through personalized offers, 
treatments and rewards
THANK YOU! 
Feel free to connect with me at : 
kai.petzelt@sap.com 
@kaipetzelt 
www.linkedin.com/in/kaipetzelt/ 
© 
© 2013 SAP AG. All rights reserved. 10
Everyone has a hand in Customer Experience 
Marketing PR Care 
Confidential 11 
• Overall Engagement 
• Sponsorships 
• Sweepstakes 
• Event Moderation 
• Media Management 
• Crisis 
Messaging/Approvals 
• Influencer Engagement 
• Crisis Monitoring 
• Product/Feature Questions 
• Servicing 
• Customer Experience 
Management 
Contact Center 
• Training 
• Infrastructure 
• Hours of Operation 
• Customer Focus 
CONSISTENT TONE CONSISTENT MESSAGE CONSISTENT EXPERIENCE
Social Care is the front-line, but Marketing and PR play a large role 
Confidential 12 
Care 
Team 
Marketing PR 
Benefits to the Customer 
• Ensures faster response to 
customers in need 
• Longer hours of operation 
= longer coverage 
• Product & Services 
Knowledge 
Benefits to the Business 
• Perception of putting the 
customer first 
• More effective crisis 
monitoring
Structure your social team to be able to handle most escalations 
Confidential 13 
• Scheduling 
• Coaching Manager 
• Monitoring 
• Engagement 
Social 
Agent 
• Productivity Measurements 
• Social Media 
Measurements 
Reporting 
Social Agent 
Characteristics: 
• Defacto 
spokesperson for the 
company 
• Make good & quick 
decisions 
• Juggle multiple items 
at once 
• Handle escalated 
customers with ease
Create a listen-engage-learn cycle that feeds insights to all channels 
Listen 
Engage 
Measure Support 
Confidential 14 
Learn 
• Social Servicing ensures 
customers’ voices are heard 
and action is taken within the 
company to make changes
My Social Media journey 
Position Problems Things I thought about 
How can I save my boss money….? Cross-channel, quantitative $ + 
Senior Cross-channel quantitative $ KPIs 
Mgr 
How can I make people listen to 
me? 
Tone of voice, training, how to 
persuade 
Analyst 
How can I show the importance of 
Social? 
Tools, measurement of qualitative 
KPIs 
Analyst 
How do we deliver Social value in 
practice? 
Integration to CC’s, 1st quantitative 
KPIs 
Consultant 
How can I secure investment? Quantitative KPIs: 1st value 
demonstration 
Manager 
Where does Social fit in the bigger 
scheme? 
qualitative KPIs 
Director 
(SM) 
How can I save my boss money….? Cross-business, quantitative $ , Op 
Model, Org 
Director 
(CS)
What have I learned? 
• Social media is unfamiliar and scary … OR end to end customer support is archaic and scary 
• Its scary at the top because of the consequences of failure - Up here, you get fired. 
• The support budgets are fixed - so investment that benefits the Social puppy hurts the big dogs 
• The fear of Social Media is irrational & often fueled by Social Media’s tangential objectives
Understand your line manager’s KPIs 
Align your strategy to deliver against them 
Remove ALL ambiguity from business cases 
Start with the quickest win 
Deliver ROI 
Negotiate reinvestment of ROI into Social 
Pick off remaining activities in order of value
Carla Saavedra Kochalski leads the Social Media Insights and Care Team at Capital One, where she is responsible for building 
out the bank’s enterprise social customer listening and servicing strategies, including @AskCapitalOne. Her team supports 
the enterprise in executing social listening, risk mitigation and care efforts with partners across the business. Prior to joining 
Capital One, Carla was at Samsung Mobile USA, where she launched their first social servicing and listening team in 2010, 
turning it into a large-scale team that served more than 31 million fans and followers on social. @CarlaSaavedra 
Chris Geddes currently runs Social Media & Community support for Microsoft Mobile & Windows Phone, having moved 
on from running all of customer support. He has spent most of his career to date working in and around Social Media & 
Digital and made his name by injecting Digital and Social techniques into an otherwise “old school” organization, 
providing a quantum shift in support delivery. @chrisgeddes 
Kai Petzelt is Senior Director of product marketing at SAP, responsible for the creation and communication of messaging 
and positioning for the CRM solutions portfolio for the Customer Service line of business. Kai has accumulated 20 years of 
experience in marketing, strategy and business management positions across high-tech, chemicals and life sciences in 
multinational corporations across Europe and North America. Kai is a frequent speaker at industry events and webinars and 
blogs regularly about all things related to customer engagement. A native of Germany, Kai is now a Silicon Valley transplant. 
@kaipetzelt 
#SMTLive 
Our Speakers 
Paul Dunay is an award-winning B2B marketing expert with more than 20 years’ success in generating demand and 
creating buzz for leading technology, consumer products, financial services and professional services organizations. 
Paul is the author of five “Dummies” books including Facebook Advertising for Dummies (Wiley 2010), and Facebook 
Marketing for Dummies 3rd Edition (Wiley 2012). @PaulDunay
#SMTLive 
Thank You to Our Sponsor 
@SAPCRM
#SMTLive 
Upcoming Webinar 
November 13th 
Capture Your Audience: Fill Your Funnel with Engaged 
Social Leads 
Featuring panelists Jennifer Martin of Sony, Daniel Kushner of Oktopost and Jahvita 
Rastafari of Act-On

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11.11.14

  • 1. Why and How Your Brand Must Provide Omni-Channel Customer Service #SMTLive
  • 2. #SMTLive Thank You to Our Sponsor @SAPCRM
  • 3. #SMTLive Join the Conversation…
  • 4. Carla Saavedra Kochalski leads the Social Media Insights and Care Team at Capital One, where she is responsible for building out the bank’s enterprise social customer listening and servicing strategies, including @AskCapitalOne. Her team supports the enterprise in executing social listening, risk mitigation and care efforts with partners across the business. Prior to joining Capital One, Carla was at Samsung Mobile USA, where she launched their first social servicing and listening team in 2010, turning it into a large-scale team that served more than 31 million fans and followers on social. @CarlaSaavedra Chris Geddes currently runs Social Media & Community support for Microsoft Mobile & Windows Phone, having moved on from running all of customer support. He has spent most of his career to date working in and around Social Media & Digital and made his name by injecting Digital and Social techniques into an otherwise “old school” organization, providing a quantum shift in support delivery. @chrisgeddes Kai Petzelt is Senior Director of product marketing at SAP, responsible for the creation and communication of messaging and positioning for the CRM solutions portfolio for the Customer Service line of business. Kai has accumulated 20 years of experience in marketing, strategy and business management positions across high-tech, chemicals and life sciences in multinational corporations across Europe and North America. Kai is a frequent speaker at industry events and webinars and blogs regularly about all things related to customer engagement. A native of Germany, Kai is now a Silicon Valley transplant. @kaipetzelt #SMTLive Our Speakers Paul Dunay is an award-winning B2B marketing expert with more than 20 years’ success in generating demand and creating buzz for leading technology, consumer products, financial services and professional services organizations. Paul is the author of five “Dummies” books including Facebook Advertising for Dummies (Wiley 2010), and Facebook Marketing for Dummies 3rd Edition (Wiley 2012). @PaulDunay
  • 5. OMNICHANNEL CUSTOMER SERVICE – WHY AND HOW? Social Media Today webinar November 11, 2014 Kai Petzelt Senior Director, SAP Product Marketing Customer Engagement Solutions
  • 6. LET’S GET THE FACTS STRAIGHT OMNI-CHANNEL vs. MULTI-CHANNEL Multi-channel • Companies using multiple channels (e.g. social media, web and email) to engage their customers • Not necessarily focused on delivering a seamless / consistent message across multiple touch-points Omni-channel • Consistency across channels (messaging, brand experience, buyer’s journey) • Seamless interaction – handoff between channels Result: Positive customer experiences help develop loyal customers and brand advocates, and that’s important because… © 2014 SAP AG or an SAP affiliate company. All rights reserved. 6
  • 7. OMNI-CHANNEL CUSTOMER SERVICE WHY CHANGE? 75% of customers have spent more with a company because of positive customer service experiences. 55% have bailed on a transaction due to poor customer service. SOURCE: American Express – Global Customer Service Barometer, 2012
  • 8. OMNI-CHANNEL CUSTOMER SERVICE WHY NOW? 3% of organizations rate themselves as extremely effective at delivering omni-channel service. 80% of organizations have nonintegrated communications channels SOURCE: Forrester Wave Customer Service Solutions for Enterprise Org – Q2 2014
  • 9. KEY INGREDIENTS FOR SUCCESSFUL OMNI-CHANNEL CUSTOMER SERVICE 1. Meet your customers where they are, that is in the channel of their choice 2. Know who your customers are, the products and services they have purchased, and their prior interaction history, regardless of channel 3. Operate as a single brand and channel, orchestrating customer experiences across all touch points 4. Show customers they are valued through personalized offers, treatments and rewards
  • 10. THANK YOU! Feel free to connect with me at : kai.petzelt@sap.com @kaipetzelt www.linkedin.com/in/kaipetzelt/ © © 2013 SAP AG. All rights reserved. 10
  • 11. Everyone has a hand in Customer Experience Marketing PR Care Confidential 11 • Overall Engagement • Sponsorships • Sweepstakes • Event Moderation • Media Management • Crisis Messaging/Approvals • Influencer Engagement • Crisis Monitoring • Product/Feature Questions • Servicing • Customer Experience Management Contact Center • Training • Infrastructure • Hours of Operation • Customer Focus CONSISTENT TONE CONSISTENT MESSAGE CONSISTENT EXPERIENCE
  • 12. Social Care is the front-line, but Marketing and PR play a large role Confidential 12 Care Team Marketing PR Benefits to the Customer • Ensures faster response to customers in need • Longer hours of operation = longer coverage • Product & Services Knowledge Benefits to the Business • Perception of putting the customer first • More effective crisis monitoring
  • 13. Structure your social team to be able to handle most escalations Confidential 13 • Scheduling • Coaching Manager • Monitoring • Engagement Social Agent • Productivity Measurements • Social Media Measurements Reporting Social Agent Characteristics: • Defacto spokesperson for the company • Make good & quick decisions • Juggle multiple items at once • Handle escalated customers with ease
  • 14. Create a listen-engage-learn cycle that feeds insights to all channels Listen Engage Measure Support Confidential 14 Learn • Social Servicing ensures customers’ voices are heard and action is taken within the company to make changes
  • 15. My Social Media journey Position Problems Things I thought about How can I save my boss money….? Cross-channel, quantitative $ + Senior Cross-channel quantitative $ KPIs Mgr How can I make people listen to me? Tone of voice, training, how to persuade Analyst How can I show the importance of Social? Tools, measurement of qualitative KPIs Analyst How do we deliver Social value in practice? Integration to CC’s, 1st quantitative KPIs Consultant How can I secure investment? Quantitative KPIs: 1st value demonstration Manager Where does Social fit in the bigger scheme? qualitative KPIs Director (SM) How can I save my boss money….? Cross-business, quantitative $ , Op Model, Org Director (CS)
  • 16. What have I learned? • Social media is unfamiliar and scary … OR end to end customer support is archaic and scary • Its scary at the top because of the consequences of failure - Up here, you get fired. • The support budgets are fixed - so investment that benefits the Social puppy hurts the big dogs • The fear of Social Media is irrational & often fueled by Social Media’s tangential objectives
  • 17.
  • 18. Understand your line manager’s KPIs Align your strategy to deliver against them Remove ALL ambiguity from business cases Start with the quickest win Deliver ROI Negotiate reinvestment of ROI into Social Pick off remaining activities in order of value
  • 19. Carla Saavedra Kochalski leads the Social Media Insights and Care Team at Capital One, where she is responsible for building out the bank’s enterprise social customer listening and servicing strategies, including @AskCapitalOne. Her team supports the enterprise in executing social listening, risk mitigation and care efforts with partners across the business. Prior to joining Capital One, Carla was at Samsung Mobile USA, where she launched their first social servicing and listening team in 2010, turning it into a large-scale team that served more than 31 million fans and followers on social. @CarlaSaavedra Chris Geddes currently runs Social Media & Community support for Microsoft Mobile & Windows Phone, having moved on from running all of customer support. He has spent most of his career to date working in and around Social Media & Digital and made his name by injecting Digital and Social techniques into an otherwise “old school” organization, providing a quantum shift in support delivery. @chrisgeddes Kai Petzelt is Senior Director of product marketing at SAP, responsible for the creation and communication of messaging and positioning for the CRM solutions portfolio for the Customer Service line of business. Kai has accumulated 20 years of experience in marketing, strategy and business management positions across high-tech, chemicals and life sciences in multinational corporations across Europe and North America. Kai is a frequent speaker at industry events and webinars and blogs regularly about all things related to customer engagement. A native of Germany, Kai is now a Silicon Valley transplant. @kaipetzelt #SMTLive Our Speakers Paul Dunay is an award-winning B2B marketing expert with more than 20 years’ success in generating demand and creating buzz for leading technology, consumer products, financial services and professional services organizations. Paul is the author of five “Dummies” books including Facebook Advertising for Dummies (Wiley 2010), and Facebook Marketing for Dummies 3rd Edition (Wiley 2012). @PaulDunay
  • 20. #SMTLive Thank You to Our Sponsor @SAPCRM
  • 21. #SMTLive Upcoming Webinar November 13th Capture Your Audience: Fill Your Funnel with Engaged Social Leads Featuring panelists Jennifer Martin of Sony, Daniel Kushner of Oktopost and Jahvita Rastafari of Act-On