Smartphone To Call Center Agent: Seize The Cross-Channel Opportunity

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In the US alone, Forrester is forecasting nearly 100 million smartphones by the end of 2011. And digital customer experience professionals are meeting the new mobile demand by creating or redesigning mobile experiences: 34 of the 48 customer experience professionals we surveyed at the end of last year said that they’re planning major mobile design projects in 2011.

In the rush to create great mobile experiences, most end up focused only on what occurs within the browser/app experience. But we know that consumers often call the call center when they can’t accomplish their goal on the Web. And that transition isn’t always seamless.

Let’s say we have a customer using a mobile banking app to look up the balance on his mortgage. Once he sees how much is left, he wonders what his options are to refinance at a better interest rate. He can get some basic refi rates in the app, but he wants to know whether, as a longtime customer, he can get a better rate. He goes to the "Contact Us" screen in the app and clicks on the phone number.

What happens next? He starts at the top of the IVR. He has to identify himself all over again and route to an appropriate agent. Talk about a frustrating experience for the customer and a waste of time for the agent to recapture what he was doing!

Remember: A smartphone is also a phone.

If the browser or app experiences are built for seamless transitions to phone agents, they should:

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When A Customer Experience Ecosystem Fails

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Oh, look what came in the mail yesterday: The order I tried desperately to cancel last week. But, no, UPS dropped it off, and the packing slip said nicely, “Thank you for your order! We are committed to ensure [sic] your experience exceeds your expectations.” Well, you failed.

Let me start from the beginning.

You see, I’m working on reviews for the latest “Best And Worst Of Website User Experience” report (check out last year’s report if you’re curious), and this year we’re evaluating the user experience at the top four tablet manufacturers’ sites. Instead of actually ordering brand new tablets, we are substituting an inexpensive accessory, completing the checkout process, and then immediately canceling the order so that nothing ships and no cards get charged. All went fine in canceling three of the orders, but the fourth, from a company that shall remain nameless, proved more difficult.

Here are all the steps I took to try to cancel the order:

  • I tried chat. I went to the “Help” page on the site and found listed in the contact info section a link to chat and a phone number. I initiated the chat and reached an agent, but the conversation was very slow (about 20 lines of communication in 15 minutes), the rep was hard to understand, and she couldn’t help me. She told me to call 1-800-[company].
  • I tried the website itself. I could check order status very easily on the site, but the info just told me the status (“In process”) and provided no contact information in context for order questions.
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US Consumers Aren't Satisfied With Web-Store Shopping

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Forrester surveyed US consumers about their satisfaction with Web-to-store and store-to-Web transitions in three retail segments — apparel/accessories/footwear, consumer electronics, and wireless phones and service.

The results: Satisfaction with both Web-to-store and store-to-Web shopping is low.

  • Consumer electronics: 66% satisfied with Web-to-store shopping, and 55% satisfied with store-to-Web shopping.
  • Apparel/footwear/accessories: 60% satisfied with Web-to-store shopping, and 53% satisfied with store-to-Web shopping.
  • Wireless products and services: 54% satisfied with Web-to-store shopping, and 48% satisfied with store-to-Web shopping.

Some of our other findings:

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Announcing Forrester's Web Site User Experience Review version 8.0!

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A few months ago, I asked for your input on our Web Site Review methodology. Harley Manning, Rich Gans, and I incorporated your feedback, scoured the latest academic and human factors research, and reflected on the past 1300+ reviews we've completed. And the result? The latest and greatest version (version 8.0 to be exact), officially renamed Forrester's Web Site User Experience Review 8.0.

What is it? Forrester's Web Site User Experience Review uncovers flaws that prevent users from accomplishing key goals on Web sites. It's is an expert evaluation, a type of methodology - also known as a heuristic evaluation or scenario review - that was originally developed by Rolf Molich and Jakob Nielsen as a lower-cost alternative to lab-based usability techniques.

How does it work? The review process begins by identifying the target users and their goals on the particular site. Armed with this information, a trained reviewer emulates the user and tries to accomplish specific goals on the site. The experience is then graded against 25 criteria. Scores for each criterion range from -2 (severe failure) to +2 (best practice), so overall scores for completed Web Site User Experience Reviews range from -50 to +50, with +25 representing a passing score.

Here are the 25 criteria:

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Nike, adidas, New Balance, & Puma Race For Cross-Channel Excellence

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Adele-Sage[Posted by Adele Sage]

I just published a doc “Footwear
Manufacturers’ Cross-Channel Experience, 2009
” with the results of
Cross-Channel Reviews of the four leading footwear manufacturers: adidas, New
Balance, Nike, and Puma. We tried to complete standard user goals (looking for
running shoes, buying a pair, and then tracking the order) in several channels
(Web, IVR, phone, and email) and then looked at the experiences across
channels.

Here are some of the highlights:

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We want your input on our Web Site Review!

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Adele-Sage [Posted by Adele Sage]

We’re updating our Web Site Review methodology, and we want your help.

We have a set of 25 heuristics that we think are pretty good. But we’re looking for feedback from you folks, specifically:

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