Showing posts with label Customer Experience. Show all posts
Showing posts with label Customer Experience. Show all posts

Saturday, May 5, 2012

Why Most Call Center Customer Service is So Bad?

By: Colin Taylor We have all had the experience, we phone our cable company, wireless provider or our utility and Bang! The pain and suffering begins: “Your call is important us, Please hold”. Well if my call was really important I would have thought you would have answered it. Of course some hold messages can be even more frightening: “We are experiencing higher call volumes and you should expect a longer than average hold time”. No I don’t make it a habit to phone my wireless provider often enough to know what their average hold time is, but I am scared nonetheless. Perhaps the standard greeting announcement should be replaced by “Abandon All Hope Yea Who Enter”, a little dramatic, but perhaps more accurate. Then when I finally reach an agent can they help me? Am I able to get done what I want to get done? The answers to these questions often depend upon the organization and the complexity of the question I asked. In some cases the center is quite helpful and able to provide me with the information I seek quickly, effectively, completely and professionally, with other centers it is more like phoning the call center in those old Capital One ads that featured David Spade. None the less research has repeatedly shown that while the quality of mercy is not strained the quality of customer service call center often is strained. The expectation of poor service has become engrained in our society. Comedians quip, television ads for Capital One and CarMax entertain us with bad service experiences and the twitterverse is alive with hundreds of thousands of people complaining about their call center or customer service experiences- hashtags #custserv, #callcenter and #cctr. Why do so many organizations deliver poor service? Research Proves Service is Bad I would like to propose some highly intelligent and provocative explanation, but unfortunately I feel the truth is much simpler. Companies and organizations don’t care. It’s not that they necessarily want to not care it is just that they don’t. There are too many other priorities and ‘more important fish to fry’. The research on this topic backs me up: 86% of consumers quit doing business with a company because of a bad customer experience, according to Harris Interactive. That figure is closer to 73% said Gartner. American Express found that Customer Service Experiences generally….’ •Exceed Expectations – 2% •Meet Expectations – 62% •Miss Expectations – 32% •4% weren’t sure! In fact 90% of executives see Customer Service as crucial to their future business success. In the same study more than 70% of senior call center executives revealed that their companies fail to meet their customers’ expectations, according to Bain. So we have a strange dichotomy. Organizations know that good customer service is essential to their future success; they understand that there is a real tangible cost and risk of dissatisfied customers defecting and yet these same organizations seem incapable of affecting change. They say that the first step to dealing with a problem is to first to admit you have a problem. Well we as the customers of these organizations we may see the problem, as call center and customer professionals we may recognize the problem, but the organizations in question do not seem to recognize this. Why is that, businesses are full of bright, knowledgeable and skilled professionals. Is it as Dave Farrell suggests in his recent article Why Do Companies Give Bad Customer Service? “We have a Contrary Point of view. A point of view is simply how you view, judge or appraise things. How you see things determines how you act. How you act determines your results. In the world of Customer Service it would look something like this; a customer calls in and has an issue. Let’s say that I see customers as people who will lie through their teeth to get what they want. My point of view of the customer will determine how I act toward them. I am much more likely to be defensive and argumentative. The customer then will deal with me however they deal with defensive argumentative people. The result won't be pretty.” Or perhaps as Grant Nieddu pointed out in a Linked In post “Companies give bad customer service because they see that it is far cheaper to pay for a corporate rally and "mission review" teams than to over-haul their tactical processes. Rewording personnel reviews, restructuring the training process, and, gasp, revisiting incentive programs is far more costly and takes more time. You can learn, execute and train a culture of quality customer relationships, as long as you are willing to invest the time and money to do so. Companies that give bad customer service simply do not believe in the investment.” Both of these experts raise good points, we can certainly project our feelings and perception to others and define the service process from this perspective and as Grant said we certainly can’t discount the fact that some organizations are just cheap, but I think that the single biggest factor contributing to bad customer service or as my kids would say Customer Service that Sucks, is… drum roll please…..wait for it… neglect. Sorry to let you down after the big build up but let me explain. There are a number of types and forms of neglect that can lead to poor service. Neglect Equals Bad Service The first one I will deal with is complete neglect. This is most common in SMB’s with small call centers where the center is not really considered as a major part of the enterprise. They are neglected, their costs and budgets roll up into other much larger budgets like Operations, IT or Sales and senior managers and executives do not any visibility into what is really going on in the call center nor, likely do they really care. It is neglected. Of course this can change dramatically once the call center reaches that special threshold, whose level varies by organization, but it is when the call center actually appears as a line item on the monthly P&L. The first time this happens you can almost hear the screams of astonishment from the executive suite, “We are spending what on the call center!” In centers receiving this form of neglect they will generally be underfunded- trying to do more with less, significantly lack appropriate technologies to serve customers and be struggling to meet their service performance and targets. The operation of the center is usually in a vacuum, they are disconnected from the organization and only dimly aware of the company’s goals and aspirations. With insufficient staff, poor processes and technology and no vision these centers struggle day in and day out not to deliver lousy service, but they do not often succeed. This is not good service. The second form of neglect is neglecting to understand that a call center is a primary communications channel between the organization and its customers. In fact for many organizations it is the primary communications channel and the only meaningful one that facilitates a two way discussion, a dialogue. Failing to recognize this fact leads organizations to undervalue the contribution the call center and broader customer service and technical support plays in sustaining the business. Not only can a call center generate revenue through orders, up-sell and extensions, but the call center also protects revenue already promised through solving issues and fixing problems, many of which were not caused or created by the call center. As my colleague John Cockerill is wont to say “There are only two kinds of calls; Value, where we gain revenue and Fault, where we fix a problem someone else created”. By neglecting to understand the role played by the call center in maximizing lifetime value and customer retention these organizations treat the call center as an after- thought. The call center discovers new campaigns and initiatives only after they launch are criticized for failing to meet patently unattainable goals which they had no part in creating and generally receiving all of the perks and privileges bestowed upon it by ‘mushroom management’. It is in these centers where senior executives will ask if we really need all of those people or even if we really need to answer the phones at all. For the record I have heard that exact statement on two occasions in my consulting career. In centers suffering from this form of neglect they will be generally underfunded-trying to do more with less than none, they will often invest in technologies to reduce costs or create efficiencies regardless of the suitability to the purpose of the center or its potential impact on customers. The operation of the center can be characterized as a cost center, in a way that informs you that this is a very bad thing to be. There will be calls to transform the center to a profit center, to reduce costs and to increase productivity. Of course all of these activities can be positive however they are all but doomed to failure if they are not connected to the desired customer experience and the service quality the organization wishes to deliver. With insufficient staff, poor processes and technology focused on reducing volumes and/or reducing transaction times these centers make it difficult for their customers and when they get an answer they rush them off the phone. This is not good service. The third form of neglect is complicity in these organizations the call center is acknowledged to exist, its role appreciated and generally understood and there is an agreement on the value the center delivers to the organization. Senior executives look at their weekly dashboard reports and might comment on the change in service level or abandon rate. All may appear to be happy in ‘mudville’, but that is not necessarily so. The company having invested in people and technology to equip the center to do its job and recognizing its value reviews and scrutinizes the weekly reporting can feel that its job is done. You can almost hear them saying, “There now the call center is completed and we won’t have to worry about that again”. In the call center itself this stage can be the most frustrating as it begins with such promise; spending on headcount to match the demand, acquiring new technologies etc., but it soon grinds to halt coming face to face with the perception that ‘we did this (the call center) and now we are done’. The conversations go along the lines of “why do you need more people, you just hired 6 last quarter”, or “Last year we spent X million on your techno-goodies so you will have to make do”. All of the hallmarks are there of a professional call center engaged and integrated into the business, but it is not really so. The center likely struggles with scheduling and a disinterested and high turnover workforce, adequate technologies give them a fighting chance, but the absence of integration to the company vision and low level of agent experience condemns it to deliver inferior service. It is clear from the above that neglect can take many forms and that these various forms of neglect can handicap a call center and ensure that they deliver bad service…service that sucks. Success in delivering Good Customer Service lies in not neglecting your center but rather to paying attention to the center. Organizations have found success by elevating the call centers role within the organization and openly discussing the role the center plays in attracting and retaining customers. By defining the strategic plan for the call center and linking the call center plan to the company goals, mission and values brings everyone onto the same team and speaking from a perspective of alignment. By equipping the center with the appropriate tools to do the job the organization can begin to reap the rewards of this stewardship. Of course this should not be construed to suggest that the call center should be given a blank check. Quite the contrary each desired investment in people, or process or technology should be modeled, justified and be confirmed to be in line with the call center strategy and the broader goals and objectives of the business. Any requested investment that doesn’t make economic sense and/or fails to align and support the business goals must be discarded until a more suitable and appropriate solution can be found. There is no excuse for an organization to have poor service the cause can includes neglect, lack of funding or perhaps even projection. But if there is no excuse for bad service why hasn’t somebody done something about it? There are likely a million reasons that have been cited by other authors, experts and pundits, but I would suggest that the simplest reason is that companies don’t have too improve service. We expect poor or at least difficulty in resolving customer service issues Forrester Research found in some verticals such as computers and health insurance only 30% of consumers expected customer service to be easy. We often expect to have a fight on our hands. If this is the view of the customer, then is it any surprise that organizations steel themselves for the conflict with restrictive policies and penalties for changes. The Way Forward Of course at the same time this expectation of poor customer service creates an opportunity for those organizations able to rise above the din and actually deliver superior service. They could be motivated by a sincere and genuine wish to deliver better customer service to their customers or they may simply realize that happier customers stay customers longer and spend more money with you. But this can on the surface appear to be a risky strategy, to spend more money to improve the quality of service, staff, technology and processes and then to wait and hope it pays off. But maybe it is not so risky. Research from American Express found that 61% of Americans report that quality customer service is more important to them in today’s economic environment, and will spend an average of 9 percent more when they believe a company provides excellent service. A few organizations are bravely marching forward carrying the ‘Superior Customer Service’ banner. Some of these organizations have achieved fame and success others are just quietly reaping the financial benefits. Zappos has defined itself as a Customer Service organization that just happens to sell shoes and has created a cult of believers. F&C has been recognized as the best call center in the UK by exceeding all service parameters. And American Express, well it is their research cited above that tells us that customers will pay more for better service, it appears that they are walking the talk. American express derives their customer satisfaction scores directly from their customers and this CSAT score has replaced the internally generated quality score that they used to rely on. Satisfaction is in the eye of the customer, it is as simple as that. So we are not forever doomed to suffer through endless IVR call trees, hours on hold only to speak with an ill-tempered and poorly trained agent. We needn’t abandon all hope when we enter the customer service queue. We must simply choose to patronize organizations that deliver superior service. Voting with our feet and our wallets is the best way to encourage lagging organizations to cease their policies of neglect and embrace the new maxim of better service equals more and happier customers. Hopefully and not to far in the future companies will no longer be able to provide poor customer service because they can get away with it, customer service laggards are going to be punished by the market and forced to change their ways. At least that’s what my crystal ball says.

Tuesday, November 22, 2011

Self Service - Of Cents and Sensibility Part 2

Self Service of Cents and Sensibility Part 2

By: Colin Taylor

In part 1 of this three part series we looked at the history of service service, the challenges organizations and customer face when trying to interact via self service, the most popular and preferred self service channels, costs and effectiveness and declining success rates. In this part we examine Customer perceptions regarding self service, best practices for ebilling and IVR and Self Service and the Call Center.

Customer Perceptions
What if we could peek inside the head of our customers and see what they really think about self service, what would we discover? Research completed by Paul Hudson found that customer perception is that self-service is associated with speed, convenience, simplicity……and technology – but not associated with offering support, being caring, or personalized. However, the words ‘customer service’ is associated with care, support, personalized, but less associated with being fast and convenient.

Two out of three U.S. consumers surveyed want self-service options when shopping. Nearly half of U.S. shoppers surveyed under the age of 45 want stores to offer self-checkout. Almost 46 percent of U.S. consumers surveyed want stores to offer more self-service options, like self-checkout or kiosks, to improve their shopping experience.

In looking at customer perceptions we have to realize that – 1-perceptions are not static, they can change over time –People who refused to pump their own gas or use an ATM when these SS technologies were introduced happily do so today. And 2-That perceptions are shaped by the customers environment and by their self interest and specifically is something is: A) Easier, B) Faster, C) Less Expensive

Self Service and the Call Center

According to ICMI, 79.5 of centres offer Self Service. Reasons for Implementation where headed up by : operating cost reductions (83.4%) and meeting customer demand for service options (74.3%). Over half (64%) of respondents don’t know if or when a customer has tried to self-serve but then opted for a live representative.

Among the tools contact centers use to support Web self-service channels, in particular, leaders emerged: issue tracking (53%), knowledge management (44.6%) and service management tools (42.3%).
A troubling 43.6%, almost half of respondents, don’t measure customer feedback on their centers’ self-service channels.

Regardless of the self service channels employed in the call center, each center still has to determine what to do with:
 The 13% that opt out of the IVR?
 The 40% who are still on your website?
 The 2/3 that have already tried to find the answer?
 Silo distance between call centre and ‘owners’ of the web?

Frequently Asked Questions or FAQ’s are often one of the first self service tools adopted. If questions can be self contained and completely answer the question they are well suited for web service. 80% of questions can generally be answered by FAQ’s . Yet FAQ’s are near the bottom of the self service tools employed by customers
1. Shopping carts (for products/services)
2. Order confirmation
3. Order tracking
4. Appointment setting/rescheduling
5. Bill pay and funds transfer
6. Personal account access, set up and management
7. Site search
8. FAQ’s
9. Opening and checking tickets

So how do we implement and drive self service adoption? The graphic below illustrates the considerations that need to be addressed and aligned.


Consumer must be ready, they must understand their role (89% of employees are confused by new products or services) and what is expected of them, they must be motivated; either by themselves or someone else and they must have the Ability- skills, competency, knowledge or pre-requisite technology (i.e. internet).

The product must have appeal, be compatible with the target audience, provide a tangible advantage over previous methods etc. In addition the product must overcome inertia, technology anxiety etc.

Drilling down to look at eBilling this chart illustrates a logical process to implement eBilling.






The following best practice tips can significantly improve the speed of implementation as well as the success achieved;

1. Sign up all new customers for your ebill program. Do it automatically and with no action required from the customer.
2. Use an e-mail matching service append up to 20 percent of your customer database with customer’s email addresses at very low cost.
3. Initiate an automated welcome e-mail telling the customer what to expect.
4. Then just begin delivering the bill electronically. A small percentage will opt-out, but the vast majority will accept it. Adoption therefore becomes equal to the number of email addresses you have available.
5. Offer simple bill presentment via secure email as the first step. It’s not necessary to try and ‘pull’ the customer to your website to achieve successful ebill presentment.
6. Take it one step at a time. Achieve bill presentment and paper truncation first. Then drive payment as the next step.
7. Replicate your paper bill truly in a digital format – familiarity drives acceptance. You can add additional functionality later.
8. Use opt-out rather than opt-in strategies. Customers expect you to bill them.
9. Automatic paper truncation with the ability to revert to the paper option. When your customers are familiar with the ebill, turn off the paper automatically – you will be surprised how few requests you will get to re-institute their paper bill (on average, less than three percent).

On the topic of best practices lets look at some related to the use of IVR’s
1. Menu options no more than 4
2. No more than 4 layers
3. Zero Out option at any time
4. Allow corrections at each menu level (consider routing to live agent after 1)
5. Allow to back up or re start at each menu level (consider routing to live agent after 1)
6. No Jargon
7. Make sure the customer can actually do things they want to do:
1. Account balance
2. Report a payment
3. Open a Ticket
4. Track a shipment
8. Test Speech Recognition and Virtual agents before you deploy.
9. Use IVR for outbound calls -
1. Outage notifications,
2. Pre-collection,
3. Planned Maintenance/Outages

Share knowledge across multiple channels to make it available when and where needed:
Knowledge base for web, can be employed by live agents for calls, chats, email
FAQ’s- make sure they are the same ones regardless of the channel they are viewed
Blog- If you have one promote it and link it to your website and help pages if it offers service and self service tips.
Video/YouTube channel- This can be a great resource for showing ‘How to’ and,’ where to find’ information.
You must measure all users who employ self service…those that enter and those who leave early. Only by understanding what calls, contacts you are actually deflecting successfully can you determine the ROI. And only by knowing where customers are ‘jumping out’ of self service can you identify where you need to improve.


A Caveat to the trend to self-service has been raised by William J. McEwen, Ph.D., the author of Married to the Brand. Bill cited industries that have trended towards commodity status have of often been strong proponents of Self Service…such as the gasoline retail business. 40 years ago when each retailer tried to show the superiority of their product, but by 2007 only 9% of consumers surveyed by Gallup believed there was any difference between brands.

McEwen feels that a key to maintaining a strong brand is maintaining contact and interaction with customers. Organizations like the JetBlue, Southwest and Ritz Carleton have long since identified that their staff are the key to a success and positive guest experience. Similarly we can all think of positive service experiences where it was the individual that we interacted with that made the experience so great.

So from McEwens’ perspective if we eliminate personal service interactions we are driving our organization towards commoditization. If we take McEwen at face value a move toward cost reduction through self service is less personal, less connected and less likely to create raving fans or similarly happy customers.

But more personal service costs more. Is their no way of improving service quality without increasing the costs?

Wednesday, December 29, 2010

Toyota Just Doesn’t Understand: Poor Design Creates Poor Experience

Toyota Just Doesn’t Understand: Poor Design Creates Poor Experience
I like to think of myself as a patient person, though it has been said that I don't always suffer fools well. I was having a happy retail experience, well at least as happy as one can have when you leave $1200 with the dealer. I did need new front brakes, so all in all I was quite happy and content, when the service advisor choose to make me even happier. "Here" he said as he handed me a post card, "register on this site and you could win a thousand dollars". I joke that would only leave me $200 in the hole and he laughed as well.

Back at the office I went to the 'clubtoyota.ca' web site and attempted to register. I input my VIN # and all other requested information and hot enter. The first try is returned an incorrect postal code. I had added a space where none was required/accepted. It would have been nice if they told me this, but no biggie, I corrected and continued. Still got the 'correct your postal code' message two more times, before the website displayed the 'please phone our call centre' message. While I was getting frustrated, I thought a $1,000 is still a $1,000, so I dialled the phone.

After negotiating the auto attendant menu and holding for 35 seconds I was connected to an agent. After explaining my challenges on the site, she explained that I may have been entering the wrong address and it had to match my home address. I thought of my retweet yesterday of Seth Godin's post regarding frustration with poorly designed websites - HERE. If the site had mentioned that the address had to match my home address and not the one registered with the dealer, I could have navigated it. The agent then told me that if I had moved since I bought the vehicle, then my home address wouldn't have worked either and it had to be my home address when I bought the vehicle.

Now I know why Toyota is promoting this web site and giving away thousands of $$. They want to ensure that their database is accurate and current. Who knows Toyota may have a recall (sorry a low blow, but I couldn't resist). They also understand the concept of relationship management and want to be able to connect with me through as many touch-points as possible.

Of course by the end of the 4 minute call with my address corrected and verified by the agent, I said good-bye and attempted to login to the site. Once again an incorrect postal code message and after I verified that what I was entering was what the agent had said it should be i was once again asked to call the Toyota call centre.

Perhaps not surprisingly, the generosity and goodwill of the dealer by offering me a chance to win $1,000 had evaporated. I was out 30 minutes of my time, had seen my satisfaction with Toyota fall from a reasonable 8 out of 10 when first handed the card by the dealer to now a 2 out of 10 now. I wondered to myself was the company (Toyota) just dim when they created a site to register, reward and recognise customers or was their intention to demonstrate how to tick off customers who were relatively happy before receiving such a gift?

I suspect that their intentions were and are honourable. I suspect that no one paid attention to the website or web design. A few well placed instructions could have eliminated my call and frustration.
At the end of this process, my opinion of Toyota has taken a beating (and I now own my third consecutive Toyota vehicle), my respect for them as an organization has diminished (how many blindfolded monkeys does it take to make a website) and to make matters worse, it cost me time, but also cost Toyota money; 6 failed web interactions, one 4 minute call and the downstream damage done by one unhappy customer tweeting to the world.

I suspect that a better effort in building the website would have cost a whole lot less. This is the case with so many organizations that fail to extend their customer experience vision to all touch-points or fail to align all contact points to the vision.

Thursday, December 2, 2010

How Good is your Call Center Training: Take the Quiz

How good is your Training: Take the Quiz
By: John Cockerill
Understatement of the day -Training is important. Just about everyone says so. But like the weather everyone talks about but few do anything about it.
Here is a quick test to gauge the health and effectiveness of the training in your center.
1. Is there a formal and documented training plan (a curriculum)? If yes, does it cover or contain:
a. Induction and take-on of new agents?
b. Ongoing training and upgrade path for agents after induction training?
c. A list of quizzes and tests?
d. Training tied to processes and employing process maps?
e. Employ actual call recordings and screen shots?
f. Criteria for graduating from training or becoming qualified to complete assignments with new skills?
g. Is there a list of all systems used by agents and associated practice or transactions to prove proficiency?
2. Are all training materials up-to-date?
Here’s a quick method for checking. Is there an electronic copy of all materials used? Does the last date review, version number, and by whom appear on all documents in the binder or given to the agents? If no, then they are likely out of date or at best need to be review by someone knowledgeable. Call centers are a high change environment. If there is no date on the material assume it is out of date and get it verified.
3. Are frequently asked questions (FAQ’s) used in the center?
If so, check how many have been added or updated in the last 3 months. Can the existing agents answer 20% accurately without referencing the material? Are these posted on the organizations website for callers to self serve?
4. Is the training designed for adult learners?
Adults need to have practice close to the subject delivery. Quick and accurate feedback to adjust performance is critical so errors don’t accumulate. Design sessions into 40 minute delivery blocks with 20 to 30 minutes of immediate practice, role play and feedback. Provide summary sheets for review of key points to aid memory.
5. Are all the subjects reviewed with and by the agents in an optimum cycle?
Best practices suggest a simple review cycle of: immediate, 24 hours, 7 days, 30 days will increase retention of material by over 80%. Repetition of practice is important, just like mommy said. Practice does make perfect.
6. Do all systems have a training module or sandbox?
If not, the agents will have to work with live data. Not a good idea if quality of data is valued in the organization. If they are working with live data, is that done in a manner that enables each transaction to be held for review and approval by someone who is expert in the work?
7. What is the drop out rate during training and how does that compare to the center turnover rate?
A turnover rate that is high and where there is no drop out rate the training simply passing out problems to the floor where dealing with them is more expensive and troublesome to the organization. This is also an indicator that the training is not really equipping the agents to meet minimum position expectations. Where you experience drop outs in the training is also important. Watch the number that drop out just before or after tests. This is fear of failure, for those who drop out to avoid the test and fear of reality for those who fail the test and then drop out.
8. How many sample calls and transactions are in the training library? Do they cover all transactions, most transactions or only some? Are there both good and bad examples? Can you see screen shots as well as the audio? How many practice responses are expected during the training?

Using samples in class sessions means less time on the floor when doing side by side training. It also means being able to show good and bad calls of similar transactions to demonstrate the behaviours and practices wanted in the organization.
9. Is there an analysis of recruiting and training quality done recently?
Turnover and agent quality scores from monitoring by date provides insight to any center as to the effectiveness of the recruiting and how well training is doing by cohort of new agents.
10. How much time is allocated for training of existing agents?
QA/QM coaching doesn’t count. Real training in one on one session, groups or classes of new material, tests etc. Is it accounted for in the annual budget? Is there any provisioning for training in the forecast and scheduling?
11. What linkages exist between the training, new learning and compensation?
As agents move along the continuum of learning, gaining experience in the work and center there needs to be recognition for the effort and acquisition of expertise. Changes to compensation is one method along with public credit of that expertise.
12. Finally and this is the litmus test. Do other departments want the call center staff?
If yes, something is right. If not, there is likely a lot of work to do. Many organizations today require staff to spend their initial time in their center(s). Other departments often find that they don’t have to spend as much on training money and time when they steal staff from the call center. This ‘poaching’ is a compliment to the expertise and systematic approach to grooming new and existing people for roles in any organization. Don’t fight it. Rejoice. And consider charging the departments back for that training and lost productivity. Some firms do with good success.
This list of a dozen questions won’t give a complete audit of the training process but will provide a quick insight into whether or not it needs your attention.
Remember it is difficult to hold an agent, supervisor or manager accountable for success if the measures of success and how to achieve them are not presented in a clear and simple manner. That is what a good training program provides.
Yes training is important. An effective training program is imperative.

Tuesday, September 28, 2010

Report- The Customer Experience & The Call Center

Like culture, all companies deliver a Customer Experience. Also like culture, it isn’t always what the company intended. It is often a poor customer experience.

Does your company deliver the promised customer experience? Do you have a document outlining what the Customer Experience is supposed to be?, No, Thats not surprising, few companies do. And all of us who don’t have a Customer Experience model in place are in good company. According to a recent Forresters’ report while 90% of executives said that the customer experience was very important or critical, only 11% consider themselves to be very disciplined in their approach to customer experience.
Let’s look at an interaction with a call center from the customers’ perspective



As you can see from the above illustration the customer expectations and emotions rise and fall as the call progresses. All of us who have listened, monitored or taken live calls know this to be true. What are the ‘pain points’ on the call we looked at earlier?
• Service Level – waiting too long to get the call answered,
• “Unexpectedly high call volume” – unexpected volume or poor forecasting/scheduling,
• Policies etc.

At all of the key points during the call the agent has an opportunity to support the brand messages and to meet the customer expectations or not. Of course it is far simple to suggest that the agent could have done x or y. The truth of the matter is that it is the company that makes the decisions that impact the service delivery.

The agent can really only work within the parameters the company sets out. It is the company that determines the grade of service that they want the call center to meet. It is the company through the center management that forecasts the calls and contact volumes and sets the schedules for the number of agents on shift. It is the company that establishes policies and procedures that the agents must adhere too.

Now let’s not place on the blame on the call center and its management solely. It is the marketing group that creates and sends the messages that create the customer expectations which leads the customer to place calls into the call center with these expectations.

So how can we ensure that your customers receive the experience we would like them to have? An experience that builds loyalty; An experience that supports repurchase; An experience that reduces customer churn and attrition.
Before starting to architect the Customer Experience, let’s start by defining it
The key elements of any Customer Experience related to the contact center has to include:

1. The ease of access – to information, to purchase, to inquire, to complain or to fix a problem,
2. The speed of access – Service level, hoops customers have to jump through – how many times do they have to enter their account number etc. time to return an email or resolve a trouble ticket?
3. The quality of interaction- Where they able to get done what they wanted too? Was it easy, was it efficient, logical?
Customer Experience is the experience that a customer has when interacting with a company. This includes how they chose to interact with us and how easy it is for them to complete the interaction.

IBM defines Customer Experience as “The designed interaction between a customer and your organization”. The key element of this definition is the design element. The message here is regardless what your customer experience is and regardless whether it is good or bad, it is what you have designed through your actions, processes and procedures.

Before starting to architect the Customer Experience, let’s start by defining it
The key elements of any Customer Experience related to the contact center has to include:

1. The ease of access – to information, to purchase, to inquire, to complain or to fix a problem,
2. The speed of access – Service level, hoops customers have to jump through – how many times do they have to enter their account number etc. time to return an email or resolve a trouble ticket?
3. The quality of interaction- Where they able to get done what they wanted too? Was it easy, was it efficient, logical?
Customer Experience is the experience that a customer has when interacting with a company. This includes how they chose to interact with us and how easy it is for them to complete the interaction.

IBM defines Customer Experience as “The designed interaction between a customer and your organization”. The key element of this definition is the design element. The message here is regardless what your customer experience is and regardless whether it is good or bad, it is what you have designed through your actions, processes and procedures.
With this definition in hand can now look at how we can design our desired customer experience.

To do this we need to start at the beginning. Few companies today are looking at the customer experience holistically. For those that do consider the question of Customer Experience, it is often only a marketing concept…how should our stores, marketing and advertising look and feel to support the brand.
The call centre is generally not connected organizationally to Marketing and most often resides under Operations or Sales. This distance between silos can mean that the Marketing group has little understanding of what takes place in the call center. This despite the fact that centers are the single most common communications channel an organization can have with its customers. Purdue University found that 92% of customers judge an organization based upon the interactions they have with a company’s call center.

So how can we as call center executives join the dots between the desired customer experience and customer satisfaction to deliver the result through our call centers? Like with any travel, once you have a destination in mind you can then develop a roadmap to get you to where you are going.
But we have a few challenges in developing a roadmap…For one thing we do not know where we are starting from.
We know that most companies have not defined and documented their customer experience. So how can we expect to know where we are at now and how we are doing?

The first step in our process is to assess and determine where we are now; we need to understand what the customer experience is today.

First, we need an inventory of the channels, methods and touch-points through which our customers interact with us: phone, email, chat, mail, in-store etc. Do all of the touch-points end in a common single CRM that tracks each ’touch’ the company has with their customers? What about marketing initiatives: email blasts, SMS, print media, daily specials, white mail, etc.
Second, we need to analyze the customer satisfaction metrics (CSAT) and reports we have in place for each of these channels. You are not alone if you don’t have metrics to report on all of these channels; – this is the first step you will need to complete! On what channels do you measure CSAT, and where is it not measured?

Let’s examine the channels where no CSAT measurement is taking place. Is this because a conscious decision has been made not to measure it? Have we determined that we can’t measure it? Has it been determined to be unimportant or has the idea of measuring CSAT on this channel not been considered? Remember that old management tenet, “you can manage what you can’t measure’.
With your CSAT data in-hand, ask yourself is the data comparable? Are you asking the same question for each channel or do you ask different or somewhat different questions? If you are asking about satisfaction with the company or brand on one survey and asking if they were satisfied with their last call center interaction or agent, you are asking two separate and distinct questions. Unless the questions are the same you can’t aggregate the results. So if you are not asking the same questions then you have your second take away.

With comparable data you can chart the CSAT across all communication channels. Look at the results and what do you see…If you are like the majority of organizations you see a much lower level of satisfaction than we would like to see… almost two thirds of 15 verticals surveyed had a customer experience average scores of 70% or less.

The CSAT score is the customers’ opinion of the service interaction quality for the interaction they have just completed. In the same way our internal quality assessment scores are our satisfaction with our agents being able to address all of the elements that we think should be important to both the customer and the company. In the vast majority of organizations these two assessments measure two distinct elements. They are not the same.

Sad or not the scores that our customers have given us are their opinions of the service we provide. This is the customer experience we have now. This is the result of the service model we have designed and put into place.

The last step in defining the current customer experience is to look at what messages we are providing to our customers and prospects. To gain an understanding of what these messages are look at the company Mission Statement and Company Values…are you speaking of ‘World Class Customer Service’ or ‘Committed to quality’ or satisfaction or customers are a priority etc.
Keep in mind that it has been said that the accuracy of a Mission Statement is inversely proportional to its length. That is to say that the longer the mission statement the less likely it is to be true, or realised to be true. It has also been said that “If the mission statement doesn’t fit on a T shirt, it’s too long.”

Next meet with the Marketing people and review their current marketing campaigns and messages…do the company mission/value/vision statement and the marketing messages match the customer experience we are delivering?

It is important that when examining the marketing and brand messages that we see the emotional aspect to most messages. People make decisions on emotion – then rationalize with intellect. What this means is how the messages make them feel has a great deal to do with how a customer will feel about a brand, a product or a service interaction. In call and contact centers we often focus narrowly on what can and can’t be said. Maya Angelou said “I’ve learned that people will forget what you said. People will forget what you did. But people will never forget how you made them feel.”

This can be a two edged sword. If our advertising and marketing make them feel warm and fuzzy about our brand and products. This is good and will be remembered. Many centers employ scripts or provide little latitude to empower the agents to make decisions to satisfy customers. Customers are also likely to remember how angry, frustrated, stressed and unhappy interacting with the call center made them feel. In too many organizations the Marketing department and the call center are working in opposite directions even though the success of the company is their shared objective.



In the diagram above we can see the shift from the promise that Marketing makes to product delivery and the service supported by the call center. When considered in terms of how a customer perception is shaped the excitement or anticipation starts high and often degrades with the reality of delivery and after sales service.

Let’s look at a hypothetical organization with the following Mission Statement;
“To deliver World Class Customer Service to our Customers, by providing access to our products and services the way our customers want them, when they want them, while providing a positive, enjoyable and productive environment to our employees and delivering superior returns to our Shareholders”

From this Mission Statement we can see what the company values:
• World Class Customer Service,
• Unfettered access to products/services- based on time and based on channel,
• A productive, enjoyable and positive environment for staff,
• Superior returns for Shareholders

As we continue down the process we have set out a few minutes ago we would then meet with Marketing to discover the attributes of the Brand. The following is a reasonable set of attributes associated with our hypothetical brand;
Accessible,
Cares about Customers,
Daring,
Different,
Energy,
Fun,
Glamorous,
Stylish,
Trendy,
Youthful,

By looking again at the original emotional call flow we reviewed earlier we can now match the experience to the desired Brand attributes



With the ‘current state’ of our Customer Experience picture in hand, we can next look to the experience we wish to create.
Do the Mission/Vision/Value and Marketing messages support the Customer Experience we want to create?

What descriptions and phases would we use to define this experience?

What descriptions would our customers use to define this experience?

Now describe how we want a customer to feel following an interaction?

The answers to these questions become the starting point of aligning the contact center with the brand message.
We are now equipped with a number of building blocks that we will need to develop our customer experience roadmap.
Look at complaints. Map the processes required to support delivery of desire customer experiences. Identify policies and procedures that are in opposition to the identified customer experience descriptors? Identify all processes, policies and procedures that are not aligned with the desired Customer Experience and raise these with management for discussion, review and revision.

To summarize the steps in designing a Customer Experience Roadmap are as follows;
1. Know what the current experience is,
2. Know how you are measuring the experience,
3. Understand your policies, processes and any negative customer impacts,
4. Plan changes and tests,
5. Measure improvements/reductions as a result of tests,
6. Roll out positive changes and continue other tests,
Or displayed graphically



About The Taylor Reach Group, Inc.
The Taylor Reach Group, Inc. takes a ‘hands-on’ holistic approach to improving customer interaction, customer experience and call/contact center strategies. Our consulting services examine every aspect of the call/contact center interaction process. 150+ years of award winning contact center industry experience. Proven results, guaranteed ROI. 14,000+ agent positions globally employ TRG designed operational models.

For more information on our Customer Experience and Call Center consulting services pleaqse email info@thetaylorreachgroup.com

Wednesday, September 22, 2010

The Customer Experience and the Call Center Part 3

In our call center consulting practice we often assist call centers understand and rationaize their Customer Experience strategy. This includes aligning the call center operational model with the desired Customer Experience.

In this third article in our Customer Experience (click to view Part 1 and Part 2 )and the Call Center series we examine how that alignment process can actually operate.



In the diagram above we can see the shift from the promise that Marketing makes to product delivery and the service supported by the call center. When considered in terms of how a customer perception is shaped the excitement or anticipation starts high and often degrades with the reality of delivery and after sales service.
Let’s look at a hypothetical organization with the following Mission Statement;
“To deliver World Class Customer Service to our Customers, by providing access to our products and services the way our customers want them, when they want them, while providing a positive, enjoyable and productive environment to our employees and delivering superior returns to our Shareholders”
From this Mission Statement we can see what the company values:
• World Class Customer Service,
• Unfettered access to products/services- based on time and based on channel,
• A productive, enjoyable and positive environment for staff,
• Superior returns for Shareholders
As we continue down the process we have set out a few minutes ago we would then meet with Marketing to discover the attributes of the Brand. The following is a reasonable set of attributes associated with our hypothetical brand;
Accessible,
Cares about Customers,
Daring,
Different,
Energy,
Fun,
Glamorous,
Stylish,
Trendy,
Youthful,

By looking again at the original emotional call flow we reviewed earlier we can now match the experience to the desired Brand attributes



With the ‘current state’ of our Customer Experience picture in hand, we can next look to the experience we wish to create.
Do the Mission/Vision/Value and Marketing messages support the Customer Experience we want to create?

What descriptions and phases would we use to define this experience?

What descriptions would our customers use to define this experience?

Now describe how we want a customer to feel following an interaction?

The answers to these questions become the starting point of aligning the contact center with the brand message.
We are now equipped with a number of building blocks that we will need to develop our customer experience roadmap.
Look at complaints. Map the processes required to support delivery of desire customer experiences. Identify policies and procedures that are in opposition to the identified customer experience descriptors? Identify all processes, policies and procedures that are not aligned with the desired Customer Experience and raise these with management for discussion, review and revision.

To summarize the steps in designing a Customer Experience Roadmap are as follows;
1. Know what the current experience is,
2. Know how you are measuring the experience,
3. Understand your policies, processes and any negative customer impacts,
4. Plan changes and tests,
5. Measure improvements/reductions as a result of tests,
6. Roll out positive changes and continue other tests,
Or displayed graphically



We would welcome your comments, suggestions or questions regarding this post, Please share

Monday, September 20, 2010

The Customer Experience and the Call Center Part 2

This is the second post on delivering the Customer Expereience through the call center. You can find the first installment here
Before starting to architect the Customer Experience, let’s start by defining it
The key elements of any Customer Experience related to the contact center has to include:
1. The ease of access – to information, to purchase, to inquire, to complain or to fix a problem,
2. The speed of access – Service level, hoops customers have to jump through – how many times do they have to enter their account number etc. time to return an email or resolve a trouble ticket?
3. The quality of interaction- Where they able to get done what they wanted too? Was it easy, was it efficient, logical?
Customer Experience is the experience that a customer has when interacting with a company. This includes how they chose to interact with us and how easy it is for them to complete the interaction.
IBM defines Customer Experience as “The designed interaction between a customer and your organization”. The key element of this definition is the design element. The message here is regardless what your customer experience is and regardless whether it is good or bad, it is what you have designed through your actions, processes and procedures.
With this definition in hand can now look at how we can design our desired customer experience.
To do this we need to start at the beginning. Few companies today are looking at the customer experience holistically. For those that do consider the question of Customer Experience, it is often only a marketing concept...how should our stores, marketing and advertising look and feel to support the brand.
The call centre is generally not connected organizationally to Marketing and most often resides under Operations or Sales. This distance between silos can mean that the Marketing group has little understanding of what takes place in the call center. This despite the fact that centers are the single most common communications channel an organization can have with its customers. Purdue University found that 92% of customers judge an organization based upon the interactions they have with a company’s call center.
So how can we as call center executives join the dots between the desired customer experience and customer satisfaction to deliver the result through our call centers? Like with any travel, once you have a destination in mind you can then develop a roadmap to get you to where you are going.
But we have a few challenges in developing a roadmap...For one thing we do not know where we are starting from.
We know that most companies have not defined and documented their customer experience. So how can we expect to know where we are at now and how we are doing?
The first step in our process is to assess and determine where we are now; we need to understand what the customer experience is today.
First, we need an inventory of the channels, methods and touch-points through which our customers interact with us: phone, email, chat, mail, in-store etc. Do all of the touch-points end in a common single CRM that tracks each ’touch’ the company has with their customers? What about marketing initiatives: email blasts, SMS, print media, daily specials, white mail, etc.
Second, we need to analyze the customer satisfaction metrics (CSAT) and reports we have in place for each of these channels. You are not alone if you don’t have metrics to report on all of these channels; - this is the first step you will need to complete! On what channels do you measure CSAT, and where is it not measured?
Let’s examine the channels where no CSAT measurement is taking place. Is this because a conscious decision has been made not to measure it? Have we determined that we can’t measure it? Has it been determined to be unimportant or has the idea of measuring CSAT on this channel not been considered? Remember that old management tenet, “you can manage what you can’t measure’.
With your CSAT data in-hand, ask yourself is the data comparable? Are you asking the same question for each channel or do you ask different or somewhat different questions? If you are asking about satisfaction with the company or brand on one survey and asking if they were satisfied with their last call center interaction or agent, you are asking two separate and distinct questions. Unless the questions are the same you can’t aggregate the results. So if you are not asking the same questions then you have your second take away.
With comparable data you can chart the CSAT across all communication channels. Look at the results and what do you see...If you are like the majority of organizations you see a much lower level of satisfaction than we would like to see... almost two thirds of 15 verticals surveyed had a customer experience average scores of 70% or less.
The CSAT score is the customers’ opinion of the service interaction quality for the interaction they have just completed. In the same way our internal quality assessment scores are our satisfaction with our agents being able to address all of the elements that we think should be important to both the customer and the company. In the vast majority of organizations these two assessments measure two distinct elements. They are not the same.
Sad or not the scores that our customers have given us are their opinions of the service we provide. This is the customer experience we have now. This is the result of the service model we have designed and put into place.
The last step in defining the current customer experience is to look at what messages we are providing to our customers and prospects. To gain an understanding of what these messages are look at the company Mission Statement and Company Values...are you speaking of ‘World Class Customer Service’ or ‘Committed to quality’ or satisfaction or customers are a priority etc.
Keep in mind that it has been said that the accuracy of a Mission Statement is inversely proportional to its length. That is to say that the longer the mission statement the less likely it is to be true, or realised to be true. It has also been said that “If the mission statement doesn't fit on a T shirt, it's too long.”
Next meet with the Marketing people and review their current marketing campaigns and messages...do the company mission/value/vision statement and the marketing messages match the customer experience we are delivering?
It is important that when examining the marketing and brand messages that we see the emotional aspect to most messages. People make decisions on emotion – then rationalize with intellect. What this means is how the messages make them feel has a great deal to do with how a customer will feel about a brand, a product or a service interaction. In call and contact centers we often focus narrowly on what can and can’t be said. Maya Angelou said “I’ve learned that people will forget what you said. People will forget what you did. But people will never forget how you made them feel.”
This can be a two edged sword. If our advertising and marketing make them feel warm and fuzzy about our brand and products. This is good and will be remembered. Many centers employ scripts or provide little latitude to empower the agents to make decisions to satisfy customers. Customers are also likely to remember how angry, frustrated, stressed and unhappy interacting with the call center made them feel. In too many organizations the Marketing department and the call center are working in opposite directions even though the success of the company is their shared objective.

The Customer Experience and the Call Center

The Customer Experience and the Call Center Part 1
By Colin Taylor
Like culture, all companies deliver a Customer Experience. Also like culture, it isn’t always what the company intended. It is often a poor customer experience.
Does your call center deliver the promised Customer Experience? Does your company have a document outlining what the customer experience is supposed to be? No, thats not surprising, few companies do. And all of us who don’t have a Customer Experience model in place are in good company. According to a recent Forresters’ report while 90% of executives said that the customer experience was very important or critical, only 11% consider themselves to be very disciplined in their approach to customer experience.
Let’s look at an interaction with a call center from the customers’ perspective

As you can see from the above illustration the customer expectations and emotions rise and fall as the call progresses. All of us who have listened, monitored or taken live calls know this to be true. What are the ‘pain points’ on the call we looked at earlier?
• Service Level – waiting too long to get the call answered,
• “Unexpectedly high call volume” – unexpected volume or poor forecasting/scheduling,
• Policies etc.
At all of the key points during the call the agent has an opportunity to support the brand messages and to meet the customer expectations or not. Of course it is far simple to suggest that the agent could have done x or y. The truth of the matter is that it is the company that makes the decisions that impact the service delivery.
The agent can really only work within the parameters the company sets out. It is the company that determines the grade of service that they want the call center to meet. It is the company through the center management that forecasts the calls and contact volumes and sets the schedules for the number of agents on shift. It is the company that establishes policies and procedures that the agents must adhere too.
Now let’s not place on the blame on the call center and its management solely. It is the marketing group that creates and sends the messages that create the customer expectations which leads the customer to place calls into the call center with these expectations.
So how can we ensure that your customers receive the experience we would like them to have? An experience that builds loyalty; An experience that supports repurchase; An experience that reduces customer churn and attrition.
In our next post we will examine how we can define our desired customer experience.

Tuesday, July 27, 2010

First 30 days for new Call Center Manager

As a call center consultant when I meet or speak to somone who has just been given the job of Call Center Manager, my response is always the same, "Congratulations or condolenses on your promotion, whichever you feel is more appropriate". Seriously, managing a call center can be one of the hardest jobs in the world.

So what can the new manager do in the first month to dramatically improve their chances for success? In this post we examine the critical steps in brief.

Many centers were not designed, but rather evolved over time without a masterplan or a strategy. Often these same centers have not applied rigor to the process of staff selection nor staff promotion. The result can be a center where the single biggest asset and indicator of operational success, the ability to manage, being absent. This can make the job of the manager very difficult indeed.

So job one is to assess your supervisory and leadership staff compare their skills and capabilities and contrast these with the job functions and activities. Once you have completed the assessment and know which or your line staff can complete their duties, you can look at the actual operation of the center.

Once you have completed the above you can then begin to examine the operations. This is done by examining the 'thousand moving parts' of any call or contact center and 'bucketing' these elements under:
People.- Recruiting, hiring, career path, quality, rewards & Recognition
Process- Map all processes in the center as well as those that begin or end elsewhere
Technology- Assess the capabilities of the technology to optimize processes- are there better technology fits
Methodology- what you measure, KPI's etc as well as what you do with them.

With your results in hand ask yourself-Are our proceses causing us to fail and Is the call center aligned to support our corporate objectives. The answers to these questions will help you to focus your attention over the next weeks and months.

If you complete the above exercises you will be well equipped to manage you center moving forward.

Thursday, July 22, 2010

Video Case Studies

Long before my career in call center consulting and call center operations and management I took Radio and Teleivsion in college, but never worked a day in this field, so using youtube is the closest I have come.
Video may have killed the radio star according to the Buggles, but we will see how video treats call center consultants. Taylor Reach has just posted our first video case studies on youtube, Part 1 is found here and you can view Part 2 of this case study interview with Carla Kearns of Summerhill Group and Colin Taylor here discussing the Retire Your Ride automotive recycling program. We will be working hard to create one new video case study each month and well as producing videos which will help educate and inform our audience.

Please share your ideas regarding video topics and suggestions by emailing Colin Taylor at ctaylor@thetaylorreachgroup.com

Monday, July 12, 2010

Sturgeons Law, Customer Service and Twitter

Sturgeons Law or revelation states that 90% of everything is crap. Now there is some debate as to whether he was speaking just about Science Fiction (he was a sci fi author) or literally about everything. Regardless of his target this quote first made in 1951 seems incredibly prophetic today when considering social media.

I have dipped my toe in this ‘pond’ and have found the law to be correct; 90% of everything on the net and on social media is in fact crap. I mean really, who cares what you or I for that matter, had for breakfast? The social media ‘pond’ is incredibly wide, but disturbingly shallow. To explore this premise I first looked at Twitter, life in 140 characters.

A review of the Twitter clickstream reveals congratulations to the Jonas brothers Mothers birthday for giving birth, a retweet of a link to Lance Armstrong’s crash at the Tour de France, homage to Harvey Pekar (a cartoonist) and Steve Nash’s goodbye to a former Suns teammate. Perhaps the clickstream is too broad to really mine any great value from this social media channel.

Drilling down to search just customer service on Twitter helps to demonstrate this fact...of more than 200 tweets under the topic of customer service revealed perhaps a surprising result;

more than a third of all tweets in the search were job postings to hire customer service staff, 19% were posts of a promotional nature...read my posts, buy my services etc, 16% were ‘darts’ of tweets saying that company XYZ has terrible customer service (it is interesting to note the only repeated company was AT&T), 12% were ‘How to Guides’ for social media and/or customer service (many of these could also have been categorized as promotional, they just don’t appear to be gratuitous, 10% were Kudos to companies with good or great service tied to a specific event, 6% were mundane observations; on my break watching the customers in line, hoping they will be gone before my break ends etc, and lastly 4%of the tweets were actually focused on customer service via twitter; company XYZ suggests that @colinsataylor calls our call center at 1-877-XXX-XXXX so we can resolve your problem. For all the talk, chatter and blathering about leveraging social media to support your customer service a remarkably small number of companies actually appear to be doing so.

Sturgeons’ Law is really akin to the Pareto principal, better known as the 80/20 rule that says that 80% of you Revenues come from 20% of your customers. We know that the 80/20 split is arbitrary but there is a number for most companies that will reflect something close to this ratio. Sturgeons’’ Law is an arbitrary number also and in some situations the content that is not crap may be more than 10%. In my small study if we remove the Jobs, gratuitous promotion, ‘How to’ guides and the mundane observations we are left with kudos, darts and actual Customer Service activities totalling 30%. If we examine only the actionable opportunities; the darts and true requests for Customer Service the number drops to 20%. In this case it appears that only 80% of everything on twitter is crap.

So, how are we to employ Twitter in our call centers to improve our customer service? I suggest it is by looking at the 20% cited above that is not crap. Too many companies and individuals simply employ Twitter as a ‘broadcast’ media, that is to say they simple write a promotion message and keep tweeting it, over and over. This would be the majority of the Promotional and at least half of the Educational Tweets cited in my mini study above or fully 25% of all tweets reviewed. The constraint of 140 characters regardless of how small your tinyurl is can be little more than “trust me I can help you, tweet call or email me”. If instead of trying to cram a promotional broadcast message into such a small space we are better to try and find out the problems, pains and challenges that need solving. To do this on Twitter as in life we need to listen. For my money the best application for Twitter in a customer service call center is as a listening post. By monitoring the clickstream and identifying the 16% of dissatisfied customers and reaching out to them, you may be able to help them resolve their issues. Please direct those needing assistance to the call center, don’t try to deliver service via Twitter. If we can help a customer or prospect resolve their issue, not only will they stop slinging ‘darts’ they may actually provide positive word of mouth and even kudos via Twitter and other social media channels. At the end of day Sturgeon is right and most of everything is crap. If we ignore the crap and listen to our customers, try to help those throwing darts, retweet those sharing kudos and direct those actively seeking support we will have done our part to assist these customers but also to support our companies and brands.

Friday, March 13, 2009

From Great to Gone- Adobe technical support

First let me say I love Adobe, not just the products but the company is one I admired for many years. Their products were great and the support if you had a dumb user question, which I can be prone to, was fast, helpful and professional.

Over recent weeks my opinion has been sliding. Now while I like the product I don't do a great deal with it other than create pdf documents from Word files, so I have been quite content with the capabilities of Adobe Acrobat Professional 7.0 and have no real reason to upgrade. A couple of months ago however i started to get a message telling me that my computers configuration had changed and that I need to reactivate. This process was done on the web, so other than a "that's interesting" thought I ignored it and carried on. Then I had a new window pop up and tell me that I had exceeded the allowable re activations and I had to phone in to activate. So I called, waited on hold the requisite 8 minutes and got this done. The third time I had to call I asked why, I had purchased the product why did it keep shutting down. What I really wanted to know was if this was a thinly veiled tactic to annoy customers until they upgraded to a new version. I was informed that this was a bug and that there was no way to fix this. OK fine, but I still hadn't discarded the "this is a way to annoy me till I upgrade" thinking.

Two days later and I am back needing to phone to activate and here is where the fun begins. Again the requisite 8 minutes on hold before an answer. Once connected to an agent the audio quality was my first clue, it was poor, lots of 'clicking' sounds. I walked through the same diagnostic process, expecting the same answer I usually received. But this time the same symptoms resulted in a different answer. I was told I needed to download a patch that would correct this problem. As I had now been on the phone for close to thirty minutes I asked if it could be emailed to me as I had a conference call I needed to attend. I was told the agent couldn't send me an email. Aha, the penny dropped inability to send an email is often code for an offshore call center. That fit with the agents accent and when I asked it was confirmed as a call center in the Philippines. I quickly noted the download site and ended the call so I could attend the conference call.

After I completed the conference call I went to the download site (tinyurl) and downloaded the patch. I followed the instructions and with the compulsory reboot fired up the application. In thirty seconds I was told I need to reactivate. Great the patch didn't work. Back on the call to the call center, eight more minutes and another agent tells me I was directed to the wrong file. Again and with increasing frustration I asked if they could email me the patch and after sitting on hold for 3 minutes while the agent checked with her Supervisor and miracle of miracles now they could send me an email.

I received the email in minutes and rather than the application it contained a link to another file. Once again I followed the link and directions. As I write this, the problem still exists and I need to call the call center again. But I have been thinking about why I have had these problems. What could the company and call center have done differently to assist me? I help companies streamline and improve contact center efficiency and effectiveness everyday so I have good familiarity here. First Agent training. The fact that I could make many calls over many months and keep getting the same wrong answer tells me that agents are not well trained and probably not tested for comprehension. Second Empower the agent. The agents are "not allowed" to send emails. This is not uncommon in outsourced offshore center and can be rationalized as saving agent time, but in practice that is often not the case. The real reason for this restriction is that the company doesn't trust the outsourcer enough to allow email access. Great they don't trust their own partner, but I am supposed to trust them! Third Quality control. The download site had few instructions and no confirmation after install that the problem was corrected. QA should have identified the inaccurate file reference and the vague instructions. QA should also have identified audio quality issues that were evident on two of my calls. Fourth Demand management. It is clear to me the the targeted ASA ( Average Speed of Answer) is 8 minutes, as each of my calls were answered in approximately this time-frame. When 8 minutes? Is the the most cost effective ASA, the balance between the degree to which it will tick off a customer, before they hang up and buy a competitive product? Fifth, product upgrade. This still could be a tactic to get customers to upgrade. I can envision the planning meeting dialogue..."Yes we will erode the usability in older product versions until the customer upgrades". While I don't seriously believe this is the case, the accessibility, quality and the sheer amount of time spent dealing with this makes me wonder. Sixth Metrics. I don't know what they are measuring in this center, but I suspect that First Call Resolution (FCR) isn't one of the key metrics.

Of course poor service can actually cost more than good service. A quick answer and an email including the patch, (instead of the link), could have solved my problem in less than 2 minutes. Over my last two calls I spent more than 50 minutes on the phone and I still don't have a solution. What has that 50 minutes cost the company versus the 2 minute process I suggested?

Adobe has great products and they used to have great support. It's a good thing that the product is high quality, because the support or lack thereof will not win them any fans. As is evidenced by my experience my opinion of Adobe has changed significantly based on these calls. My opinion today is much worse than before I called. This opinion erosion is linked to customer satisfaction, customer loyalty and intention to repurchase.

Poor service can provide a false economy in appearing to reduce support costs, but if it costs you customers this can be a dangerous double edged sword. A company really needs to understand this relationship before they make significant change to their support service.

Wednesday, February 11, 2009

Is Customer Service the deciding factor as to which companies succeed or fail in this economic downturn?

Just received my copy of the Call Center Openings & Expansions Report from King White at Site Selection Group and for the first time I can remember there are no new builds or expansions in Canada. Nor are there any in India either for that matter.



The numbers show a dramatic slowdown in the job creation with 2,930 net new jobs created- down almost 70% from a year ago, of those 2,560 are located outside of North America. The majority of the increases occur ed in the outsource BPO sector with new centers in the Philippines and expansions at home.



2,143 jobs were displaced in 16 contact centers in US and Canada in January.



The fact that the market is tightening up isn't a surprise to anyone. We are bombarded by horror stories in the media every time we listen to the radio, watch or read the news. What is surprising to me at least is how resilient the contact center industry is proving to be.



In January 598,000 workers in the US and 129,000 workers in Canada lost their jobs. That adds up to a staggering 727,000 people looking for work. Yet in a sector much maligned the net of hiring and firings were about break-even. That's a lot better than the banks or automakers fared.



Now its possible that the axe just hasn't fallen yet as job cuts work through organization and the customer facing call and contact center positions are just coming into the cross-hairs.



Or maybe organizations are recognizing that in a downturn where cash is king, getting a customer to part with their cash is becoming increasingly difficult. Good service, as infrequent as it often is may just be the key to prying open the purses and wallets of customers. Service can be a key differentiator between organizations.



In tough times we all choose between alternatives, buy this, pass on that, maybe later or not at all. In days of plenty we would have bought it all. So how will customers...you and I make decisions? I postulate that increasingly the service we receive will be viewed as a part of the purchase or transaction. When customers view the customer service experience inherent with making that purchase as a part of the buying experience and capable of increasing purchase satisfaction, then savvy companies and organizations will embrace true customer advocacy, and all of our customer service experiences will become significantly more effective, more efficient and above all more enjoyable.



Of course this may just be me looking for a silver lining...but it is a happy thought.

Thursday, January 29, 2009

IQPC Call Center Summit- Review

Call Center Summit in Orlando just wrapped up and it was a bit of a disappointment. Attendance was about 150poeple (down by about 20% I am told from last year) with 15 or so exhibitors (also down from last year).

The show was O.K. a lot of recycled content and too little original material, but that is normal for most shows. A couple of very good sessions on on 'Maintaining Control in a Virtual Contact Center Environment', by Prem Uppaluru of Transera. The completeness of the Transera solution for integrated management of numerous disparate outsource centers is quite impressive. If you employ multiple outsource agencies with multiple locations you really should look into this solution to improve management and reduce costs.

The session by Steve Sullivan of CIT on 'Optimizing Contact Center Resources During Tough Times' was really mislabeled as it focused almost entirely on outbound IVR as a cost effective tool to improve communications and preempt inbound calls. While Steve's focus was from the collections industry the information has application to every contact center operator.

As with most shows of this kind there were too many commercials thinly veiled as presentations, too many "look at me I'm smart" case studies and the show management itself had some challenges with technology, a guide that didn't identify session rooms, incorrect titles and associated speakers and a keynote that turned into a webinar.

Personally, I don't think the show was worth the cost $2500 to attend, but as they say "you only need one idea you can use to pay for the conference"

Thursday, January 22, 2009

The Shoemakers children...

I had reason to call the Disney resort reservation line yesterday to extend my stay next week at the IQPC Call Center Summit. If it wasn't so sad then the following would have been quite comical...
I called to add one day to my stay to accommodate additional meetings that I had scheduled. The call took more than 3 minutes before it was answered and then the security questions took 3 more minutes. The volume at the start of the call was about a million decibels and by the end I couldn't hear the agent. After more than 8 minutes of talking at cross purposes, the agent confessed he could help me and that I need to call another number. No he "wasn't allowed to transfer the call", but he did wish me a nice day and asked if he had resolved my reason for calling. I started to explain that, no he and I had concluded that he couldn't help me, but I came to my senses before that happened. I was the n connected to a post call survey which was heavy on touchy-feely agent engagement questions, but ignored topics like resolution, timeliness of response and the quality of the connection.

The entire experience was poor, long wait time, no resolution, no early qualification to determine if they could help and ridiculously long security process (none of which was repeated when I spoke to the correct person). The agent wasn't eager, helpful or touchy-feely.

Now I know better than many the challenges of working in and/or operating a contact center and the dangers of judging a center based upon a single snapshot or interaction, but let me tell you my opinion of Disney declined immensely due to this interaction. The fact that I was calling regarding a call center event does add an element of perverse humor.

Monday, January 19, 2009

FCR adpotion and utilization

First Call Resolution or FCR as it is known is arguably the most significant and important metric in use in contact centers today. Yet this metric is infrequently used and when employed internal approximations or 'stand-ins' often have to be employed. A recent study completed by at Ascent Group ( http://www.ascentgroup.com/) of more than 100 companies in 14 industries found that in companies that are measuring FCR only 44% are competing this measurement based on customer feedback, the balance or 56% employ approximations or 'stand-ins' such Call Monitoring (20%), Agent assessments (8%) and internal calculation (27%).

It is critical to all contact centers to not only know why customers are calling (call types), but also whether and how well the call/contact center performs at resolving the inquiry. Without measuring FCR an organization cannot know how well they are meeting their customers' expectations. In addition at The Taylor Reach Group ( http://www.thetaylorreachgroup.com/) we have encountered numerous organizations that have been able to reduce operational expense while increasing customer satisfaction by implementing FCR in conjunction with Root Cause Analysis (RCA) and process review to increase resolution rates significantly.

If you are not measuring FCR today, you need to start immediately. The most accurate measure is to ask your customers at the end of each call if you have resolved their 'issue' or reason for their call. (Of course if they say no, you must be prepared to revisit the issue.) After all the customer knows why they called and what their expectations were regarding resolution. If you ask your customers you must be prepared to track the results in your CRM or CIS system. In addition you must validate the results periodically through recorded call verification...this will stop/reduce agents improving their own scores by answering the question for the customer. If you don't have a CRM or CIS then most likely you will employ a stand in such as a second call from the same customer within 48 hours as an indication of FCR not being met on the original call. Depending on the nature of the call and the type of center you operate the time metric of 48 hours may not be appropriate and 24 or 72 may be better. This may also take some fine-tuning to improve the comfort with the result.

If you would like additional information on FCR or other critical metrics in contact center operation please drop me a note at ctaylor@thetaylorreachgroup.com.

Friday, November 21, 2008

Facts, Figures and Trends

A few more or less random observations on the call and contact center space that has come across my desk in the past few days;
-According to Accenture 68% of respondents to a recent survey reported that they had moved their business to new companies as a result of poor service received at the incumbent firm. This is up from 59% last year. This is even a higher percentage than moved due to price (68% to 53%), in the US in particular this trend was even more pronounced with 73% switching providers due to poor service, compared with 47% who switched based on price!
There is a cost to these defections with half of the respondents reporting moving $4,000 worth of business to new providers.
-33% of consumers said their service expectations were higher this year than they were 12 months earlier, 50% said their expectations were higher than they were 5 years.
-20% said they would leave a company immediately over poor service versus 13% in last years survey.
- Embarq the telecommunications company spun off from Sprint/Nextel has announced that they have replaced their IVR with live agents, due to customer dissatisfaction with automated service. In addition these call are answered domestically.

It looks like it is finally beginning to dawn on companies that superior service can be not only a differentiator, but also one of, if not the primary driver of customer loyalty.

Colin

Thursday, November 20, 2008

Piss off the Call Center Agent at Your Peril

The following article was published recently the UK Press and I found it to be very chilling.
Whenever any organization outsources work to a third party organization, in tranferring the business they also transfer a great deal of power. Power to mimprove or erode customer relationships and as this news story indicates power that can be used in a punitive manner. Let this story be a wake up call for all of those firms that outsource to ensure that they have appropriate controls and audit trails on changes made to their customer records.

Colin



Indian call centre worker 'froze customer's account and changed his identity' as revenge for having service criticized
By Luke Salkeld
Telephoning a bank's call centre can be a frustrating experience. And after he was finally put through to a 'rude' and 'arrogant' operator, George Bates felt justified in making a complaint. Taking part in a follow-up survey to monitor customer satisfaction, the 23-year-old made clear his opinion of the call centre employee - who took revenge by putting all of Mr. Bates' finances on hold. When he contacted the bank later that day, the self-employed carpenter was unable to access his account for 'security reasons'. He then visited his local branch and was horrified to discover his identity had been swapped to that of a Ugandan divorcee ten years his senior. Mr. Bates also discovered his overdraft facility had been withdrawn and several direct debits had been cancelled - landing him with £60 in charges. He said: 'This arrogant phone operator has obviously seen that I've given him bad feedback and decided to change all my details in revenge. 'I rang up and I couldn't understand a word of what he was saying. He was rude, arrogant, and very pushy. 'He was really unhelpful but he had the cheek to pester me to give him a good rating after the call.' He continued: 'When I heard my details had been changed to Ugandan I was errified that my account had been emptied by somebody else and I'd never have my money ack. 'His spiteful actions have caused me a massive inconvenience and I've changed banks now because I'm scared he could still access my account.' Mr. Bates' rang Abbey's telephone banking service last month to extend his overdraft by £200 to cover direct debits which were due to come out of his account. The operator, who spoke with an Asian accent, extended it from £1,500 to £1,700, but refused to extend it a second time in one day. Mr. Bates claims the worker then pestered him to give maximum scores of seven in an eight-question automated survey which customers take following a call. The frustrated bachelor answered the questions with ones and twos, the lowest scores, because the phone operator had been so unhelpful. But when he rang up the following day to try and extend his overdraft again, he failed to access his account using his correct name, date of birth and account number. He was advised to visit his local branch but was unable to get there during the working week - and then had his cash card swallowed by a hole-in-the-wall dispenser.
The next week he visited the Abbey branch in Broadmead, Bristol, where a manager informed him he was listed on his account as a 33-year-old Ugandan divorcee born in July 1975. The bank manager corrected his details but over the next few days George discovered his overdraft and six direct debits totaling £750 had been cancelled - incurring 4 different charges totaling £60. Mr. Bates, who is single and lives in Bristol, then went back to his bank to demand his overdraft and direct debits were reinstated. All the changes have now been rectified, and Mr. Bates offered £200 in compensation. But he is still not a satisfied customer. He said: 'I am not happy with the service and the fact that the call centre Abbey uses is in India. They offered me £200 compensation but that's not a good apology to me. 'I've been forced to take lots of time off work which has costs me several day's wages and the stress of it all is really frustrating. 'Even though they did eventually sort everything out I'm still unhappy and I'll be switching back to a bank with call centres in Britain.' Abbey, who have five call centres in Britain and two in India - one in Bangalore and one in Pune, say they have 'fully investigated' the incident but refused to confirm whether any disciplinary action has been taken against the worker involved. A spokesperson said: 'An error occurred on Mr. Bates' overdraft. We have since returned his account to the correct position and refunded any charges relating to this error.
'In relation to Mr. Bates' other claims, we can confirm that we have fully investigated these complaints but we do not comment on individual employees.' In 2004, the bank came under fire after announcing plans to close three UK offices, which affected 1,300 jobs and
saw the majority of call centre work transferred to India. The following year following a barrage of complaints from customers, the former building society pledged to bring the jobs back to
Britain.
Originally published on MailOnline

Tuesday, September 30, 2008

Recessions and Contact Centers

Impact of a recession on contact centers

The US economy is generally thought to be in a recession today the Canadian economy is slowing and many fear is heading towards a recession as well. In the face of declining consumer confidence and spending many companies and organizations are looking to reduce expenses and improve efficiencies to help them weather the upcoming economic storm. What are the prospects for those of us employed in the contact center industry given the uncertain economic times? In this article we will examine the prospects for call and contact centers in the coming uncertain economic and potentially recessionary times.

Call and contact center were born from efficiency initiative: by gathering all of the staff that dealt with customers in one place a company was able to provide centralized management of staff, gained the ability to employ premise based technology such as Automatic Call Distributors (ACD’s) and provide more consistent responses to customer and prospect inquiries. All of these elements drove improved staff effectiveness and operational efficiency.

As companies realized the value of call centers as a lower cost method of providing customer service and support many of the traditional channels for customer service were scaled back or eliminated…when was the last time you went to your cable company’s office to speak to someone about your bill? The consolidation of service delivery channels spurred even more growth in call and contact centers.

In the past ten years an increased focus on efficiency has led to organizations working diligently to try to further reduce expenses in their contact centers and/or generate revenues to help offset or defray these expenses. The drive for ever increasing efficiency has led to a dramatic increase in outsourcing and offshoring of customer service and technical support activities, an increase in technologies to support self service and service automation within contact centers.

What is the prognosis today for contact centers in recessionary times? They say that those who ignore history are condemned to repeat it and in this case the past presents strong themes which will govern the call/contact centers in the near term. The recurring themes have been: efficiency, technology and outsourcing, all three of these themes will continue to govern the landscape as we move forward into an economic slowdown or recession.

All three of the themes (efficiency, technology and outsourcing) will continue to combine and drive changes in contact centers. Companies faced with uncertain economic prospects will tighten their belts and look for ways to reduce costs. This cost reduction exercise will lead to increased examination of outsourcing as a potential solution. Outsourcing can, when it is well researched and executed can reduce operational costs and at the same time maintain or even improve service quality. Offshoring the call or contact center activities can further reduce the costs, but carry a significantly increased risk of service and quality erosion. Outsourcing can reduce costs through three primary organizational traits: labour arbitrage (they operate in lower cost environments and pay less than in-house centers), technology (they employ state of the art technologies that in-house centers may find difficult to fund) and process management (outsource agencies only provide outsource services and as such they have developed very robust operational model and highly efficient processes that are often absent form in-house centers).

The primary reason for an organization electing not to outsource their call or contact center activities is political, they have determined that they must serve their customers directly. Such organizations will look to technology as a driver for increased efficiency. Where once technology and the desire for efficiency motivated companies to create call centers to centralize and simplify service management, today technology and the desire for increased efficiency now leads companies to promote tele-working and home based agents. Home agents can access all of the tools that are generally available in a contact center and are delivered via the internet, often through a secured VPN. The voice can be delivered through the internet and/or through assuming the agents home phone line. Home or virtual agents reduce or eliminate the need for ‘bricks and mortar’ contact center saving the company on real estate and operating costs and further since the most common model is to employ home agents as ‘independent contractors’ the company eliminates their benefit and burden costs associated with employees, finally home agents have reduced expenses versus agents who work in a contact center: no transportation costs, reduced meal and wardrobe expenses and this often leads to lower labour related costs. Technology also can play a role in improving efficiency and reducing costs through the increased use of self-service options and non telephone contact channels. We are all familiar with the dreaded Interactive Voice Response (IVR) system, that prompts us to enter one for this and two for that yet never somehow actually seems to have the information we seek nor any easy or logical way of getting to a live agent. IVR’s are ubiquitous today and are increasingly being replaced by voice enabled systems and systems such as Bells’ Emily that mimic a live agent interaction. More and more companies will direct inquiries to the web and reduce or eliminate access to live agents. Alternate communication technologies will also see increased use in poor economic times as they offer lower costs while still providing a level of service. These technologies include email integrated into the contact center, web chat and even SMS messaging.

Companies and centers’ under economic pressure may intentionally degrade the quality of service they provide: increasing the average speed of answer, the abandon rate or the resolution rate and laying off staff. These tactics can reduce costs, but it is a dangerous strategy to risk customers’ ire in this way.

Some companies will degrade service and, many companies will adopt or pursue Outsourcing, home agents, and technology enhancements and a few organizations may seize upon service as a key differentiating factor separating their contact center from those of their competitors. We have seen this happen already in the UK where a major bank in their television ads focuses on the fact that their contact centers are in the UK and not offshore. In the ‘Book of Five Rings’ it states “in chaos there is opportunity” and economic slowdowns and recessions can create chaos in contact center and service focused organizations. With most of the companies scaling back, degrading service, increasing automation there is likely a great opportunity for other firms to increase and improve service quality, and promote this as a key element of their value proposition. These same companies can employ outbound tele-sales and direct marketing to target competitors’ customers and increase share while the competitors have ‘hunkered down’ to ride out the storm.

Regardless of the tact your company elects to pursue in recessionary times, your contact will likely change and continue to evolve and each company must determine their own equation to calculate the impact on their company and brand of reduced service, increased automation on their customers’ loyalty. Regardless of the strategy employed we will be experiencing the Chinese blessing or curse of “living in interesting times”.


Contact Colin Taylor @ ctaylor@thetaylorreachgroup.com