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BEST PRACTICE WEBINAR Take the First 3 Steps to Building a Cross-Channel Customer Experience

Take the First 3 Steps to Building a Cross-Channel Customer Experience

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Page 1: Take the First 3 Steps to Building a Cross-Channel Customer Experience

BEST PRACTICE WEBINARTake the First 3 Steps to Building a Cross-Channel Customer Experience

Page 2: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.2

Tweet to Win!

• Use #GWebinar • Reference @Genesys• TWO Winners!

Page 3: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.3

Presenter

Pete WermterVP Marketing Genesys

@pete_wermter

Page 4: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.4

Customer Experience

Channels Human-Assisted Touchpoints

Self-ServiceTouchpoints

What is Great Customer Experience?

Contact Center

Store/Branch

Back Office

Direct to RepWebsite

Voice IVR

Mobile App

Marketing Promo

Personalized

Seamless

Low effort

Page 5: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.5

What's Different About Cross-Channel Today?

Voice Self-Service

Mobile App

Web Self-Service

FA

IL Contact Center

FA

IL

58%34%

Callers who first used web in current transaction

Callers on web while talking to a rep

10%Leakage of loyalty whenweb self-service fails

FAIL

FAIL

FAIL

Source: CEB

Page 6: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.6

Building Optimal Cross-Channel Customer Journeys

On-BoardingJourney First BillProvisionWelcomeSign Up

Website

MobileApp

ContactCenter

Branch

Directto Rep

BackOffice

Page 7: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.7

Map the cross-channel customer journey

Give context to IVR and agents

Move to a single platform

Take the First 3 Steps to Building a Cross-Channel CX

#1

#2

#3

Page 8: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.8

Map the Cross-Channel Customer Journey#1

Page 9: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.9

Map the Cross-Channel Customer Journey

One Company Purchase Journey

Branch

• Build Insights - Your brand aspirations + customer insight, VoC

• Identify and define target segments & contextual needs, wants and preferences

• Map the engagement lifecycle - across channels and touchpoints

Page 10: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.10

Mobile

IVR/Contact Center

In Person

Web

Social

Mapping Problem Resolution Journey

Talk

Chat

Pickup

Consult GroupTweet

ID/AuthVisual IVR

Question

Talk

CUSTOMER WITH ISSUE SETTING UP MOBILE EMAIL

Desired Experience: Customer is sent a link via chat that auto configures customer’s mobile or gives an easy to follow instructions and resolves the problem!

@yourcompany – great #cx to fix

my problem 2day #loyal

Page 11: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.11

Give Context to IVR and Agents#2

Page 12: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.12

Journey Across Channels - What Agents See

Mobile

IVR/Contact Center

In Person

Web

Social Partial Form

Talk

Chat

Pickup

Consult GroupTweet

ID/AuthVisual IVR

Question

Talk

Agents have very little insight into the customer journey and have to ask the caller ‘How may I help you?’

Agent sees screen pop from IVR, static account info

Page 13: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.13

Leverage Cross-Channel Customer Context

Mobile

IVR/Contact Center

In Person

Web

Social Partial Form

Talk

Chat

Pickup

Consult GroupTweet

ID/AuthVisual IVR

Question

Talk

Customer & CXContext

Page 14: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.14

Context to IVR and Agents Drives Great CX

Mobile

IVR/Contact Center

In Person

Web

Social

IVR: If you would like help with the web form you were filling out? I can connect you to an

agent right now!

IVR: If you would like help with the web form you were filling out? I can connect you to an

agent right now!

Partial Form Fill

Chat

Agent: Hi Mr. Wells I see you were just on the web

and a chat too, let me help you complete the

form online?

Agent: Hi Mr. Wells I see you were just on the web

and a chat too, let me help you complete the

form online?Customer & CX Context

Knowing what happened at each touchpoint allows optimal treatment by the IVR and agent.

TIP!Consider

customer mood and emotions in

design

Page 15: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.15

Move to a single platform#3

Page 16: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.16

Fragmented Silos Degrade Cross-Channel Experience

Siloed and Fragmented Business and Touchpoints

Delivered with Fragmented and

Incomplete Solutions

Chat

CRM

ACD

SFA

Social

Mobile

WebCust Svc

IVR

Website

WFO

Website

MobileApp

ContactCenter

BackOffice

Line of Business

Department

Line of Business

Department

+ Bad Experiences=

Page 17: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.17

CloudOn-Premises Hybrid

Genesys Customer Experience Platform

Store/Branch

Directto Rep

BackOffice

ContactCenter

MarketingPromotion

MobileAppWebsiteVoice IVR

Page 18: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.18

Genesys Customer Experience Platform

SIP Communications

Analytics and Reporting

Self-Service CampaignManagement

Proactive Notifications

+ Dialer

InteractionManagement

ChannelsChannels

DesktopDesktop

Routing EngineInteraction

Work Items

Multi-Channel Workforce Optimization

RulesCommon routing

strategies

Integrated self-service

Centralized reporting

Single agent environment

Page 19: Take the First 3 Steps to Building a Cross-Channel Customer Experience

Visit www.genesys.com for more customer stories

Page 20: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.20

Map the cross-channel customer journey

Give context to IVR and agents

Move to a single platform

Take the First 3 Steps to Building a Cross-Channel CX

#1

#2

#3

Page 21: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.21

Ask the Experts!

For more information, please visit

www.genesys.comEmail us:

[email protected]

Pete Wermter

Page 22: Take the First 3 Steps to Building a Cross-Channel Customer Experience

© 2013, Genesys Telecommunications Laboratories, Inc. All rights reserved.22

Upcoming Webinars

•Analyst Webinar with Dr. Natalie PetouhoffThe Economic Imperative of Customer Experience•March 19, 2014

•Best Practice WebinarWhat are 99% of Your Customers Hiding from You? Find Out with Cloud-Based Speech Analytics•March 26, 2014

•Check genesys.com for on demand webinars!