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Integrating Social Customer Service Into Your Omni-Channel Strategy

Integrating social customer service into your omni channel strategyv2

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Page 1: Integrating social customer service into your omni channel strategyv2

Integrating Social Customer Service Into Your Omni-Channel Strategy

Page 2: Integrating social customer service into your omni channel strategyv2

I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 2

The aim of omni-channel design isan engagement experience that works

in any given customer situation

A Definition

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 3

AssistedService

DemandFailure

The Outcomes - Current Engagement Mix

SelfService

ProactiveService

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 4

AssistedServiceDemand

Failure

SelfService

ProactiveService

The Outcomes - Target Engagement Mix

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 5

• Separate Channel Owners• Digital v Voice• Teams across Sites• In-house v Partner

The Issue

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 6

Typical Market Positioning

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 The Outlook For Social  

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 8

Social - Part of Digital

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 9

“Social Is The Soul Of Digital”

...Becoming Too Tech Heavy

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 10

Visibility Raises Tactical Responsiveness

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 11

1 s t Rea l T ime Co rpora te M i r ro r

Fixing Stuff - Still Mainly Unexploited

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 12

Are We Learning?

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 13

But The Tools Are Now Here

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 14

Social = Smartphone Apps

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 15

Where Next?

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 16

“IM could become the platform that replaces the browser… …soon our first entry point for buying things, ordering things, customer service, is likely to be an IM platform with companies bolting into the back end of the messaging experience”

SVP, Strategy & Innovation @ Havas Media

Takes Social Care Mainstream?

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 17

Is 1:1 Messaging Still Social?

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 18

Conclusions

Rapid consumer adoption of mobile behavioursis changing the character and channel mix

of social customer service

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Omni-channel - It’s About Choice  

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 20

Real Time Delayed

Live Automated

Restricted Unlimited

Public Private

Which Channel?

Advisor

Intelligent Assistant

IVR

Mail/Email

Chat/Messaging 

Social

App

Search/FAQs

Visual Advisor

Voice - Text - Video

A S S I S T E D S E R V I C E - S E L F S E R V I C E - P R O A C T I V E S E R V I C E©Brainfood Consulting 2016

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 21

Which Device(s)?

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 22

Advisor

Intelligent Assistant

IVR

Mail/Email

Chat/Messaging 

Social

App

Search/FAQs

Visual Advisor

A S S I S T E D S E R V I C E - S E L F S E R V I C E - P R O A C T I V E S E R V I C E©Brainfood Consulting 2016

Voice - Text - Video

Where Does Social Fit?

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 23

Not Forgetting Online Communities

Advisor

Intelligent Assistant

IVR

Mail/Email

Chat/Messaging 

Social

App

Search/FAQs

Visual Advisor

Voice - Text - Video

A S S I S T E D S E R V I C E - S E L F S E R V I C E - P R O A C T I V E S E R V I C E©Brainfood Consulting 2016

P hy s i c a lD i g i t a l

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 24

“In 2011, TD was the first bank in Canada to offer customer service 17 hours a day, seven days a week through a dedicated North American Social Customer Service team on Twitter and Facebook

In addition to today's launch of Messenger, earlier this year TD launched texting as part of Social Customer Service, TD Helps (the TD online advice community) and TD Live Chat on tdcanadatrust.com where customers are able to start a real-time conversation”

.

“We are making it easier than ever for customers to connect with a TD specialist anytime”

Omni-Channel Mindset

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 25

Omni-Channel Mindset

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 26

Omni-Channel Mindset

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 27

It’s About Appropriate Choice

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 28

…In A Mobile Context

Choose Your Service Choose Your Channel Choose Your Time

Customer experiences greater choice in the workflow

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Designing Omni-channel Experiences  

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 30

Customer JourneysDigital Profiles

Design Inputs

Channel Attributes

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 31

Customer JourneysDigital Profiles

Design Inputs

Channel Attributes

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 32

Think digital competencerather than generation

The Journey To Digital

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 33

Digital Profiling

Do you know how fast your customers are adopting new digital behaviour?

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 34

The ABC of Digital ProfilingP h a s e   o n e• Collect public domain research

Where are your customers on their personal digital journeys?

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 35

Input: Public Domain Research

 OFCOM The Communications Market Report 2015

2013 2014Number of 4G mobile subscriptions 2.7m 23.6m

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 36

Input: Public Domain Research

 OFCOM The Communications Market Report 2015

2013 2014Proportion of online adults who use social networking sites

66% 72%

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 37

Input: Public Domain Research

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 38

Where Service Journeys Start

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 39

The selling process is giving way to the buying process

Source: 2013 Corporate Executive Board study of more than 1,400 B2B customers

The B2B Customer

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 40

Same Trends In B2C

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 41

P h a s e   o n e• Collect public domain research• Add own research to fill in the gaps

The ABC of Digital Profiling

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 42

P h a s e   t w o• Analyse by demographics & any other available metadata• Group customers by digital competency

• From ‘conservative’ to ‘progressive’

The ABC of Digital Profiling

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 43

P h a s e   t h r e e• Apply to your service strategy

• Should we be investing in a mobile service app yet? • Is social customer service relevant to this segment?• Will enough customers be able to mobile stream ‘how to’ videos to

justify as pilot?

The ABC of Digital Profiling

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 44

Customer JourneysDigital Profiles

Design Inputs

Channel Attributes

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45I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l

© Brainfood Consulting 2016

Use outside-in thinking

Design Principle

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46I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l

© Brainfood Consulting 2016

Think journeys not channels

Design Principle

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 47

Channel Choice Is Mainly Generational

Urban Legends

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 48

In Most Cases…

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 49

When asked to rank what ’s important when they interact wi th an insurer, the top preferences are

• Ability to speak to a live person 42%• This goes up to 51% for female Millennials

But In Other Cases…

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 50

P r o b a b l y   t h e   m o s t   i n fl u e n ti a l   i s   t h e   t y p e   o f   t a s k• Is it easy or complex to complete?• Does the customer feel expert or novice trying to deal with it?• What emotions are associated with the task?• How important is the task in terms of getting it done

fast/accurately/effortlessly?

01.05.2023 Intelecom Footer

What Drives Channel Choice?

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51I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l

© Brainfood Consulting 2016

O n l i n e   s e r v i c e   w i l l   r e p l a c e   t h e   c o n t a c t   c e n t r e  

T h e   p h o n e   i s   l e ga c y,   d i g i t a l   w i l l   r e p l a c e   i t  

Pe o p l e   w i l l   pr e f e r   t o   e m a i l   t h a n   p h o n e

Pe o p l e   w i l l   pr e f e r   t o   c h a t   t h a n   e m a i l

Pe o p l e   w i l l   pr e f e r   t o   t w e e t   t h a n   c h a t

Ev e r yo n e   j u s t   wa n t s   s e l f   s e r v i c e

M i l l e n n i a l s   h a t e   t h e   p h o n e

Accepted Wisdom

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52I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l

© Brainfood Consulting 2016

Channels MultiplyThey Seldom Die

Design Principle

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 53

Why Channel Shift Design Is Flawed

Between doing what you (the customer) want and what a brand wants you to do, who is going to win?

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54I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l

© Brainfood Consulting 2016

Right channel mix is based on understanding customer tasks

Design Principle

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 <#>

• Is this a well understood, low value service task? • Prioritise ‘low effort’ and ‘speed of resolution’ as the main

drivers of customer satisfaction in this particular customer journey

• Can shortcuts be introduced for power users?

Service Design Thinking

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 <#>

• Is this a complex issue in which the type of service needed is not initially obvious to the customer, so menu choice is not so straight forward?

• Embed ‘easy to access’ help and context driven prompts to help find the right qualified resource

Service Design Thinking

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 <#>

• Is this an interaction triggered from some prior failure caused by the organisation?

• Is the customer already emotionally stressed and in a mood for an argument? • For example, unexpected charges on a regular monthly bill or an aborted

online experience that was deeply frustrating• How can we signal recognition of their state and an appropriate

escalation path?

Service Design Thinking

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 <#>

• Is the customer being presented with a self service routine that requires access to certain information to complete the service task?

• Something which the average customer is unlikely to have memorised? • How can we make the customer made aware at the earliest possible

point to avoid later frustration?

Service Design Thinking

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Customer JourneysDigital Profiles

Design Inputs

Channel Attributes

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 60

f2f

video

voice

text

C o m m u n i c a ti o n  B a n d w i d t h

B o d y   l a n g u a g e   f e e d b a c k

Fa c i a l   f e e d b a c k

To n e   o f   v o i c e   f e e d b a c k

F u l l

N a r r o w

C o m m u n i c a ti o n  T r a d e - o ff s

Communication Hierarchy

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 61

Messaging Is More Than Text!

A S S I S T E D S E R V I C E - S E L F S E R V I C E - P R O A C T I V E S E R V I C E©Brainfood Consulting 2016

Voice - Text - Video

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62I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l

© Brainfood Consulting 2016

High value salesWhen trust in brand flows from

trust in individual

Video Strengths

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 63

Fa c e b o o k L i v e M e e r k a t P e r i s c o p e B l a b

Video Is Hot74% of brands embed videos in their Facebook posts62% embed videos in their tweets

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64I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l

© Brainfood Consulting 2016

S C E N A R I O S

When it’s complex

When its  emotional

When it matters

E X A M P L E

Problems

Complaints

Retention

Voice Strengths

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65I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l

© Brainfood Consulting 2016

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66I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l

© Brainfood Consulting 2016

S C E N A R I O S

Explanations

Simple advice

Escalation

E X A M P L E

How to do something

Where to find something

From self service to live

Text Strengths

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Advisor

Intelligent Assistant

IVR

Mail/Email

Chat/Messaging 

Social

App

Search/FAQs

Visual Advisor

Voice - Text - Video

A S S I S T E D S E R V I C E - S E L F S E R V I C E - P R O A C T I V E S E R V I C E©Brainfood Consulting 2016

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016

Social Self Service

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Self Service Trends

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70I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l

© Brainfood Consulting 2016

“Amelia doesn’t have just an IQ, she has an EQ as well. She is equipped to sense human emotions and respond appropriately”

Virtual Assistant

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w a t c h e s   &   l e a r n s

Virtual Assistant

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I n t e g r a t i n g s o c i a l c u s t o m e r s e r v i c e i n t o o m n i - c h a n n e l© Brainfood Consulting 2016 72

How can I help you?

Twitter Based Virtual Assistant ?

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Rise Of The Bots“Unlike other AI-based services in the market, M can actually complete tasks on your behalf. It can purchase items, get gifts delivered to your loved ones, book restaurants, travel arrangements, appointments and way more.”

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SE Communications

Build In Escalation To Live Assistance

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Omni-Channel Summary 

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AssistedService

DemandFailure

The Outcomes - Current Engagement Mix

SelfService

ProactiveService

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AssistedServiceDemand

Failure

SelfService

ProactiveService

The Outcomes - Target Engagement Mix