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Featuring Why and how to build a healthy customer experience ecosystem PERFECTING THE CUSTOMER EXPERIENCE

USAN and Forrester Research: How and Why to Build a Healthy Customer Experience Ecosystem

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A healthy Customer Experience Ecosystem is one that has achieved a balance between the people, processes and technology that make up the ecosystem. But maintaining a balance between these pillars of customer service is no easy task. With an array of technology and proliferating communication channels, delivering consistent customer experiences is more difficult - and more important - than ever before. View this presentation, originally presented by guest speaker Megan Burns, Principal Analyst for Customer Experience Professionals at Forrester Research, and Tad Thompson, Vice President of Sales at USAN, to learn how does your company can create a better experience for its customers, why is it so difficult to implement customer-facing business processes, and if there a single technology solution that can help implement these experience goals.

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  • 1. FeaturingWhy and how to build a healthycustomer experience ecosystemPERFECTING THE CUSTOMER EXPERIENCE

2. 1Multi-ChannelCustomerEngagementin Action2The Best EngagementPractices Your CustomersREALLY WantCUSTOMER ENGAGEMENT SERIES3Why and how to build ahealthy CustomerExperience ecosystemFeaturing 3. BEYOND GREATHow to Achieve Remarkable CustomerService ExperiencesFREE WHITE PAPER DOWNLOAD AT USAN.COM 4. QUESTIONSHOW TO ASK QUESTIONS 5. HostRobb DukeDirector, MarketingUSANSpeakerTad ThompsonVice President, SalesUSANGuest SpeakerMegan BurnsPrincipal AnalystForrester ResearchPRESENTERSGuest Speaker 6. Megan BurnsPrincipal Analyst forCustomer ExperienceProfessionalsForrester Research, Inc.Why and how to build a healthycustomer experience ecosystemPERFECTING THE CUSTOMER EXPERIENCE 7. Building a Healthy CustomerExperience EcosystemMegan Burns, Principal AnalystApril 23, 2013 8. 2013 Forrester Research, Inc. Reproduction Prohibited 8Agenda What makes a customer experienceecosystem healthy? How can companies bring theirecosystem from sickness to health? Wheres the best place to start? 9. 2013 Forrester Research, Inc. Reproduction Prohibited 9Agenda What makes a customer experienceecosystem healthy? How can companies bring theirecosystem from sickness to health? Wheres the best place to start? 10. Customer Experience EcosystemThe complex set of relationshipsamong your companys employees,partners, and customers . . .. . . that determines the quality of allcustomer interactions. 11. Balance 12. 2013 Forrester Research, Inc. Reproduction Prohibited 23In unhealthy Customer ExperienceEcosystems Customers repeatedly complain about the experiencedelivered at one or more touchpoints or worse, leave The brand isnt appropriately expressed at alltouchpoints Youre losing money (or not making enough) atparticular touchpoints Employee turnover is high in certain departments You have significant disagreements with particularpartners 13. Techarrives toinstallOrdersrouter SWCallscustomerserviceToldtheres nosolutionSales rep ChartertechPhoneagent3rd partyHW policyInstallationfailsPhoneagentChartertechSales repgetscommissionCRMsystem3rd partyHW policyLegaldept.ComppolicyHumanResourcesLegaldept.Line of VisibilityFinanceScheduling system 14. 2013 Forrester Research, Inc. Reproduction Prohibited 25Agenda What makes a customer experienceecosystem healthy? How can companies bring theirecosystem from sickness to health? Wheres the best place to start? 15. What does our customerexperience ecosystemlook like? 16. discoverevaluatebuyaccessuseget supportreengageleave 17. employeespartnersdiscoverevaluatebuyaccessuseget supportreengageleave 18. employeespartnersdiscoverevaluatebuyaccessuseget supportreengageleavemarketinginteractive agencymerchandisingsalespackage designersecurity guardseBusinessITfinancelegalshippertech vendorproduct mgrretaileroperationsoutsourced call centerrecruitiservice techniciansengineeringloyaltysocial mediahuman resources 19. PaperstatementEnvelopeMobilephoneIVRTwitterLINE OF VISIBILITYReceivesstatementin mailThrowsstatementon desk &ignoresSeeschargethat lookswrongLogs into websiteTries togetdetailsaboutchargeCallscustomerserviceTalksto CSRTweetsinfrustration 20. LINE OF VISIBILITYPaperstatementCSRSocialmediagroupBillingpartnerEnvelopeMobilephoneIVRTwitterBillingdeptOtherTweepsSystemdesignersBilldesignerITReceivesstatementin mailThrowsstatementon desk &ignoresSeeschargethat lookswrongLogs into websiteTries togetdetailsaboutchargeCallscustomerserviceTalksto CSRTweetsinfrustration 21. LINE OF VISIBILITYPaperstatementCSRSocialmediagroupBillingpartnerEnvelopeMobilephoneEscalatesforapprovalIVRValidatescustomeragainGetsdatafeedDesignsbillPrintsstatementValidatescustomerDisplaysstatementStuffs intogenericenvelopesTwitterBillingdeptOtherTweepsDeterminescorrectplanChecksPlan andrateSystemdesignersBilldesignerITReceivesstatementin mailThrowsstatementon desk &ignoresSeeschargethat lookswrongLogs into websiteTries togetdetailsaboutchargeCallscustomerserviceTalksto CSRTweetsinfrustration 22. LINE OF VISIBILITYPaperstatementCSRSocialmediagroupBillingpartnerEnvelopeMobilephoneBillingsystemEscalatesforapprovalIVRValidatescustomeragainGetsdatafeedDesignsbillPrintsstatementValidatescustomerDisplaysstatementGreenscreensystemStuffs intogenericenvelopes GenericenvelopeTwitterBillingdeptOtherTweepsDeterminescorrectplanChecksPlan andrateSystemdesignersBilldesignerITReceivesstatementin mailThrowsstatementon desk &ignoresSeeschargethat lookswrongLogs into websiteTries togetdetailsaboutchargeCallscustomerserviceTalksto CSRTweetsinfrustration 23. LINE OF VISIBILITYpaperstatementCSRsocialmediagroupbillingpartnerreceivesstatementIn mailthrowsstatementon desk &ignoresSeeschargethat lookswrongenvelopelogs into websiteTries to getdetailsaboutchargecallscustomerservicetalksto CSRmobilephonebillingsystemescalatesforapprovalIVRvalidatescustomeragaingetsdatafeeddesignsbillprintsstatementvalidatescustomerdisplaysstatementgreenscreensystemstuffs intogenericenvelopes genericenvelopetweetsinfrustrationTwitterbillingdeptotherTweepsdeterminescorrectplanchecksplan &ratesystemdesignersbilldesignerIT 24. LINE OF VISIBILITYpaperstatementCSRsocialmediagroupbillingpartnerreceivesstatementIn mailthrowsstatementon desk &ignoressees chargethat lookswrongenvelopelogs into websitetries to getdetailsaboutchargecallscustomerservicetalksto CSRmobilephonebillingsystemescalatesforapprovalIVRvalidatescustomeragaingetsdatafeeddesignsbillprintsstatementvalidatescustomerdisplaysstatementgreenscreensystemstuffs intogenericenvelopes genericenvelopetweetsinfrustrationTwitterbillingdeptotherTweepsdeterminescorrectplanchecksplan &ratesystemdesignersbilldesignerIT 25. LINE OF VISIBILITYpaperstatementCSRsocialmediagroupbillingpartnerreceivesstatementIn mailthrowsstatementon desk &ignoressees chargethat lookswrongenvelopelogs into websitetries to getdetailsaboutchargecallscustomerservicetalksto CSRmobilephonebillingsystemescalatesforapprovalIVRvalidatescustomeragaingetsdatafeeddesignsbillprintsstatementvalidatescustomerdisplaysstatementgreenscreensystemstuffs intogenericenvelopes genericenvelopetweetsinfrustrationTwitterbillingdeptotherTweepsdeterminescorrectplanchecksplan &ratesystemdesignersbilldesignerIT 26. 2012 Forrester Research, Inc. Reproduction Prohibited 2013 Forrester Research, Inc. Reproduction Prohibited 44People 27. 2012 Forrester Research, Inc. Reproduction Prohibited 2013 Forrester Research, Inc. Reproduction Prohibited 45 28. 2012 Forrester Research, Inc. Reproduction Prohibited 2013 Forrester Research, Inc. Reproduction Prohibited 46ProcessImage source: http://miltonmattox.com/blog/?p=120 29. 2012 Forrester Research, Inc. Reproduction Prohibited 2013 Forrester Research, Inc. Reproduction Prohibited 47January 2013 Adapt Business Process Improvement For Customer Experience Source: Forrester Research, Inc. 30. 48Source: Forrester Research, Inc.Assess,Prioritize Assess impact to customer experience Include customer experience criteria for all project approval decisionsDesign andImplement Co-create experiences with customers, employees & partners Iterate experience designs early and oftenLaunchSolution Include customer experience criteria in launch checklistEvaluateSuccess Measure customer experience quality, not just business or technical performanceGenerateNew Ideas Solicit innovation ideas from customers via crowd-sourcing, co-creation,unsolicited customer feedback, etc. 31. 2012 Forrester Research, Inc. Reproduction Prohibited 32. 2012 Forrester Research, Inc. Reproduction Prohibited 33. 2012 Forrester Research, Inc. Reproduction Prohibited 2013 Forrester Research, Inc. Reproduction Prohibited 51Technology 34. 2012 Forrester Research, Inc. Reproduction Prohibited 2013 Forrester Research, Inc. Reproduction Prohibited 52CEM Platform 35. 2012 Forrester Research, Inc. Reproduction Prohibited 2013 Forrester Research, Inc. Reproduction Prohibited 53Customer Data 36. 2012 Forrester Research, Inc. Reproduction Prohibited 2013 Forrester Research, Inc. Reproduction Prohibited 54Source: Forrester Research, Inc.November 2012 Contextualization 37. 2012 Forrester Research, Inc. Reproduction Prohibited 2013 Forrester Research, Inc. Reproduction Prohibited 55Workflow 38. 2012 Forrester Research, Inc. Reproduction Prohibited 2013 Forrester Research, Inc. Reproduction Prohibited 56Choice 39. March 2011 Welcome To The Era Of Agile CommerceThe perpetually-connected consumerSource: Forrester Research, Inc. 40. 2013 Forrester Research, Inc. Reproduction Prohibited 58Agenda What makes a customer experienceecosystem healthy? How can companies bring theirecosystem from sickness to health? Wheres the best place to start? 41. employeespartnersdiscoverevaluatebuyaccessuseget supportreengageleavemarketinginteractive agencymerchandisingsalespackage designersecurity guardseBusinessITfinancelegalshippertech vendorproduct mgrretaileroperationsoutsourced call centerrecruiting firmservice techniciansengineeringloyaltysocial mediahuman resources 42. 2013 Forrester Research, Inc. Reproduction Prohibited 61Recommendations Map your customer experience ecosystem Adjust your ecosystem to restore balance Think ecosystem when designing newexperiences 43. Thank youThank youMegan Burns+1 [email protected]@mbcxpblogs.forrester.com/megan_burns 44. Tad ThompsonVice President, SalesUSANWhy and how to build a healthycustomer experience ecosystemPERFECTING THE CUSTOMER EXPERIENCE 45. How to createbetter customerexperiencesTHE CUSTOMER EXPERIENCE ECOSYSTEM 46. THE CUSTOMER EXPERIENCE ECOSYSTEM 47. THE CUSTOMER EXPERIENCE ECOSYSTEM 48. Why is this so difficult ?THE CUSTOMER EXPERIENCE ECOSYSTEM 49. CellLand LinePCMobileTabletTHE CUSTOMER EXPERIENCE ECOSYSTEMCustomerthe 50. People Call Center Agents Operations IT Sales & MarketingTHE CUSTOMER EXPERIENCE ECOSYSTEMthe 51. Processes On-boarding new customers Checking an account balance Returning a defective product Opening a customer support ticketTHE CUSTOMER EXPERIENCE ECOSYSTEMthe 52. THE CUSTOMER EXPERIENCE ECOSYSTEM 53. Technology Legacy (AS/400) CRM ERP Payment ProcessingTHE CUSTOMER EXPERIENCE ECOSYSTEMthe 54. ExecAgentSalesITFinanceOpsWFMBIERPIVRQACRMAS400SocialWebServerListMgmtACDAnalyticsDialerPurchaseFulfillmentOnboardAccountingRMAPaymentMarketingCampaignShippingTHE CUSTOMER EXPERIENCE ECOSYSTEMBusinessthe 55. CellLand LinePCMobileTabletExecAgentSalesITFinanceOpsWFM BIERPIVRQACRMAS/400SocialWebServerListMgmtACDAnalyticsDialerBusinessHoursOpenAccountPlaceOrderPaymentRMABillingInquiryCreditCheckShippingTHE CUSTOMER EXPERIENCE ECOSYSTEM 56. I have aquestion aboutmy bill.CellLand LinePCMobileTabletExecAgentSalesITFinanceOpsWFM BIERPIVRQACRMAS/400SocialWebServerListMgmtACDAnalyticsDialerBusinessHoursOpenAccountPlaceOrderPaymentRMABillingInquiryCreditCheckShippingTHE CUSTOMER EXPERIENCE ECOSYSTEM 57. CellLand LinePCMobileTabletExecAgentSalesITFinanceOpsWFM BIERPIVRQACRMAS/400SocialWebServerListMgmtACDAnalyticsDialerBusinessHoursOpenAccountPlaceOrderPaymentRMABillingInquiryCreditCheckShippingWere changingbusiness hours!THE CUSTOMER EXPERIENCE ECOSYSTEM 58. CellLand LinePCMobileTabletExecAgentSalesITFinanceOpsWFM BIERPIVRQACRMAS/400SocialWebServerListMgmtACDAnalyticsDialerBusinessHoursOpenAccountPlaceOrderPaymentRMABillingInquiryCreditCheckShippingGet CVV codeon paymentcalls!THE CUSTOMER EXPERIENCE ECOSYSTEM 59. The Solution 60. CellLand LinePCMobileTabletExecAgentSalesITFinanceOpsWFM BIERPIVRQACRMAS/400SocialWebServerListMgmtACDAnalyticsDialerBusinessHoursOpenAccountPlaceOrderPaymentRMABillingInquiryCreditCheckShippingTHE CUSTOMER EXPERIENCE ECOSYSTEM 61. CellLand LinePCMobileTabletExecAgentSalesITFinanceOpsWFM BIERPIVRQACRMAS/400SocialWebServerListMgmtACDAnalyticsDialerBusinessHoursOpenAccountPlaceOrderPaymentRMABillingInquiryCreditCheckShippingTHE CUSTOMER EXPERIENCE ECOSYSTEM 62. Address: 123 Any StreetCity: AnytownState: GAZip: 12345Office: 123-456-7890Cell: [email protected]: @susanbhaynesFacebook:Gender: FemaleAge: 26PURCHASESProduct 1000 1/2/12 - $100Product 2211 11/11/11 -$12.59PREFERENCESContact: CellProducts: College LoansINTERACTIONSInbound Support 9/14/12Outbound Marketing 6/1/11CellLand LinePCMobileTabletExecAgentSalesITFinanceOpsWFM BIERPIVRQACRMAS/400SocialWebServerListMgmtACDAnalyticsDialerBusinessHoursOpenAccountPlaceOrderPaymentRMABillingInquiryCreditCheckShippingSusan HaynesCustomer since 1999THE CUSTOMER EXPERIENCE ECOSYSTEM 63. PREFERENCESGeneral Contact: CellBilling: EmailNotifications: SMSSusan HaynesCustomer since 1999Lucy FeldmanCustomer since 2012PREFERENCESGeneral Contact: EmailBilling: EmailNotifications: SMS and EmailPREFERENCESGeneral Contact: Land LineBilling: No PreferenceNotifications: No preferenceTHE CUSTOMER EXPERIENCE ECOSYSTEMJohn SmithCustomer since 2001 64. Questions 65. FREE WHITE PAPER DOWNLOADBeyond Great:How to Achieve Remarkable CustomerService Experiences 66. CONTACT USAN TODAY!USANUnited States Advanced Network3080 Northwoods CircleNorcross, GA 30071770.409.2441www.usan.com | [email protected] 67. Why and how to build a healthycustomer experience ecosystemPERFECTING THE CUSTOMER EXPERIENCE