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© 2007 Upstream Works SoftwareAll Rights Reserved
First Call Resolution: How Does Email Affect Customer Satisfaction?
By Upstream Works
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Why Email FCR is Important
» Email has increased in usage» 5% to 60% of traffic
» Doubling over the next 5 years – IDC» In practical terms, we are seeing contact centers actually start to use email as mainstream as of 2010
» As ubiquitous as phone
» Affects customer satisfaction» Email is as important as a phone call
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Why People Use Email» They don’t like the phone
» You’ve invited them to use email
» They have complex information to impart to you
» The phone will take too long
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Careful what the analysts say!
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Email Misconceptions
» Email is Outlook™ -not!
» It is a home phone, not a PBX
» Agents choose the email they want
» Not multi user
» Email is guaranteed to be delivered – not!
» Failure from SPAM filters
» Failure from user error
» Internet failures
» Email can’t be managed like a phone call
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‘EBX’ - Email Branch eXchange
» Email routing solution
»Equivalent to ACD or skills routing
»Agent performance metrics
» Develop processes conducive to call center operations
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Definition of FCR for a Complex Transaction
Setting and meeting the expectation of the customer
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Causes of Repeat Emails» Agent ability
» Authority
» Access to information
» Business process
» Clarity
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Repeat Contacts – Contributing Factors
» Email is only one half of a conversation
» Email is a one way communication
» The reply is simply the second half of the email ‘conversation’
» Increases time to resolution
» Email conveys emotion
» Attached by reader’s interpretation
» Leads to misinterpretation; absolutes where none exist
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Repeat Contacts – Contributing Factors
» Email is not routed to the best skilled agent
» Limited agent performance metrics
» Limited email management metrics
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Impact of Repeat Email» Increased email volumes
» Increased call volumes
» Decreased customer satisfaction
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Be Sure to Fulfill the Promise
» Date: Feb 2 2008
» Promises a prompt reply within 2 days
» After 8 days I phoned them
» This is for a SALE!!
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Too little…too late» Dear [email protected]:
Thank you for contacting OUR
MAGAZINE Customer Service.
According to our subscription
records, your subscription was
upgraded to a premium
subscription on February 15, 2008.
Please contact us if we may be of
further assistance.
We appreciate this opportunity to be
of service.OUR MAGAZINE Customer Service
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Email FCR» Five main email categories:
»Feedback
»Orders
» Information request
»Status update
»Complex email interaction
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Feedback and Orders
» Feedback
»Only acknowledgement required»Simple FCR
» Orders
»Acknowledgement Required»FCR affected by customer clarity
» Incomplete or obsolete orders
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Information Request
» Standard response providing information
» Simple FCR
» Modify processes to reduce these types of email by updating available information
» Best handled by FAQ
» Email reason tracking
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Status Request» Unique response providing the information
» Simple FCR
» Unexpected responses are bad
»Status may lead to a complex interaction
» Important to track and fix surprises
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Complex Email Interactions» Can accentuate the negative aspects of email
»Misinterpretation
»Tracking complexity
»Delays resolution
»Multiple agent interactions
» Are still a valid interaction scenario
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Improving Email FCR» Complex email
»Change to a phone interaction»Phone customers back with reply
»Suggest they call you and provide priority routing
»Provides the chance to provide great service
»Provides the chance for the “upsell”
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Cross Channel Tracking» Correlate email to phone call
»Never lose information
» Unsolicited phone follow ups
»You never responded the first time!
» Email metrics and management
»Cross channel is effective if managed
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Email - Phone FCR
» A “key” to correlate email and phone call
» E.g. customer number» E.g. email address
» Poor response times for email increase likelihood of email/phone non-FCR
» Respond quickly to emails
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Improving Clarity
» Two email types
» Free form POP3 Internet email
»Web forms “email”
» POP3 email
» Free form
»Hard to route
»Ubiquitous
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Improving Clarity» Web forms from your web site
»Subject control for routing»Easy templating
»No delivery issues» It’s on your website
»Requires web access
»Subject to email address errors
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Best Practices
» Minimize and meet response times
» Long response times increase likelihood of customer impatience
» Auto respond acknowledgement only
» Canned resolutions guarantee failure
» Measure performance
» Agent solve rate» “FCR” rate
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Best Practices
» Track email reasons
» Eliminate email where possible
» Skills based routing
» Assign email to the most effective agent
» Capture email addresses
» Add to customer record for screen pops and repeat tracking
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Customer Satisfaction
» Improve by:
» Eliminating email with self service» Provides faster response times
» Exceeding your email response times
» Determining ‘non FCR’ transactions and fix
» Providing all available information to the agent
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Summary
» Measure and track email like a phone
» Different agent skills
» Five main categories
» Measure email reasons
» Collect email addresses
» From email, from phone» For cross channel correlation
» Improve clarity with web form email
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Business Interaction Management
Track and save the entire interaction as it happens. It’s easier to use and understand later
Provide in-your-face interaction context that’s role tailored for personalized service
Pre-built best practices analytics
©Upstream Works Software
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Customer Insights
Customer Experience
Performance
Improvement
Performance
Management
Training and Staffing
Process Improvemen
t
All customer channels
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Business Interaction Pain Points
» Problem: No methodology or technology used provides a single comprehensive and auditable view of how customers interact with a business.
» Result: Averages are used to allocate funds to drive customer loyalty and reduce costs across the multiple interaction channels in use today.
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Upstream Solution
» Upstream Works’ Business Interaction Management, makes the collective of customer interactions visible, accountable and controllable
» Combines technology and a methodology to track individual customer interactions across the business
» Links outcomes to supporting interactions
» Puts the collected information into a powerful form
» Compliments existing applications and infrastructure
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Next In Series
» How to Systematically Improve First Call Resolution
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