Customer Service: Out With The Old . . . And In With The New

Kate Leggett

Customers dream about personalized, contextual, proactive customer service experiences — where companies deliver an experience tailored to their persona, their past purchase history, and their past customer service history. They want each interaction to add value and build upon prior ones so that they don’t have to repeat themselves and restart the discovery process. They want to be able to choose the communication channel and device they use to interact with a service center. They want to start an interaction on one channel or device and move it seamlessly to another. Check out RightNow’s vision video that brings these points to life.

Most customer service organizations are still struggling with the basics — the hygiene factors in Maslow’s hierarchy of needs — in meeting their customers’ expectations. There are benchmarking tools that you can use to figure out how well your organization is doing and to get actionable recommendations on how to do better. But, as you focus on the tactical improvements that you need to make this year, it’s important to keep tabs on the optimal experience that customers would like you to deliver to help shape your long-term direction for customer service. Here’s my abbreviated personal list:

Out with the old . . .

. . . and in with the new

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Forrester's Top 15 Trends For Customer Service In 2012

Kate Leggett

With 2012 still bright and full of hope for most of us, what are the key trends that customer service professionals need to pay attention to as you plan for success this year? Here are the top trends that I am tracking. Get my full report here.

Leaders Will Empower Their Agents To Deliver Optimal Service

Trend 1: Organizations Will Internalize The Importance Of The Universal Customer History Record

Customer service agents must have access to the full history of a customer’s prior interactions over all the communication channels — voice, electronic channels like chat and email, and the newer social channels like Facebook and Twitter — to deliver personalized service and to strengthen the relationship that customers have with companies. In 2012, vendors will continue to add  the management of social channels to their customer service products. Companies will slowly continue to formalize the business processes and governance structures around managing social inquiries and move this responsibility out of marketing departments and into customer service centers.

Trend 2: The Agent Experience Will No Longer Be An Afterthought

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Customer Service Done Right In 10 Easy Steps: Step 9

Kate Leggett

Step 9 of my 10-step program on how to master your service experience is to leverage social technologies for customer service.

Your customers are using social media in their private lives. Facebook has more than 800 million users that collectively spend more than 3 billion hours a year on the site. Twitter, YouTube, and LinkedIn have large numbers of followers as well. What are you doing to engage your customers in the medium where they are spending their time?

You can’t add social technologies in a silo; they have to be intergrated into your customer service ecosystem so that they extend and add value to your current operations. Here are six ways to add social technologies for customer service in the right way:

  • Start by listening to customer conversations. These conversations can surface general issues with products, services, and company processes. Make sure you create workflows to route surfaced issues to the correct organization so they can be worked on.
  • Flag and address social inquiries. Understand the general sentiments expressed in these conversations, but also identify specific customer inquiries and route them to the right agent pool for resolution. Tie feedback to customer records so that agents are aware of customer sentiments so that they can personalize future interactions.
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Welcome The Age Of The Customer — Look At Processes From The Outside In

William Band

Josh Bernoff, one of Forrester’s leading analysts, spotlights in a new report that we have now entered the age of the customer.  Empowered customers are disrupting every industry; competitive barriers like manufacturing strength, distribution power, and information mastery can’t save you. In this age of the customer, the only sustainable competitive advantage is knowledge of and engagement with customers. The successful companies will be customer-obsessed, like Best Buy, IBM, and Amazon.com. Executives in customer-obsessed companies must pull budget dollars from areas that traditionally created dominance — brand advertising, distribution lockup, mergers for scale, and supplier relationships — and invest in four priority areas: 1) real-time customer intelligence; 2) customer experience and customer service; 3) sales channels that deliver customer intelligence; and 4) useful content and interactive marketing. Those that master the customer data flow and improve frontline customer staff will have the edge.

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Your Guide To Forrester’s CRM Transformation Research

William Band

Many Forrester clients are downloading my new report “Trends 2011: Customer Relationship Management -- Twelve Trends Drive Planning For Customer-Centric Process Transformation.”The report summarizes my own recent research but benefits from the work of more than a dozen analysts at Forrester who are studying various facets of customer relationship process management transformation. As a consequence, I am getting many calls asking how to find, and get access to, the unique research that underpins the report.

Despite the popularity of CRM solutions, business process pros tell us they still struggle with how to define the right customer management strategies, re-engineer customer-facing business processes, and effectively acquire and deploy the right supporting technology solutions that will meet their needs. Looking ahead, what trends will dominate the planning agendas of business and IT professionals responsible for transforming customer-facing business processes in 2011? Here is a summary of the 12 trends and links to our key research reports for those who want to take a deep-dive into the underlying Forrester data and analysis.

Trend 1: The negative revenue impact of poor multichannel customer experience is recognized.

TechRadar™ For BP&A Professionals: The Extended CRM Application Ecosystem, Q3 2009

What Is The Right Customer Experience Strategy?

How To Build A Customer-Centric Culture

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