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customer service using social:
               trends, analysis, guidelines




mitch lieberman- KANA
esteban kolsky - thinkJar
90% percent
of transactions for
customer service
  happen offline
86% of organizations
use twitter, facebook
     (or both) for
  customer service
66% have no
  defined processes
for customer service
 over social channels
68% were not able
    to calculate
ROI before deploying
8% found
the expected
     ROI
none of them
  are sure if
they are doing
the right thing
what is customer service using social?
• customer service over social channels
   – social media = channels
   – service = service
   – customers = customers
• in reality, it is a knee-jerk, tactical reaction to
  customers enjoying the power of social
  channels to complain, done badly (for the
  most part…)
why do you have to worry?
• social customer has power, a voice, and
  demands
• potential savings that talk to your real need –
  save money in servicing the customer
• new channels must be served, the experience
  continued
• it’s the future, there is no turning back
how long doing CS over social
                              Deployed 0-6 months ago
               46
     75
                              Deployed 6-12 months ago

                         72   Deployed 1-2 years ago

                              Deployed more than 2 years
81                            ago
                              We are almost ready, but not
                              there yet
                    83        No Answer
          43
non social channels used
                               Phone
           165
                       335     IVR
      61

                               Email

269                            Web self-service
                         205
                               Kiosk

                               Face-to-face
                 331
                               (Branch/Store)
social channels used
                              Twitter

                29
           62
                              Facebook
                     212
     95
                              Branded Community, Closed
                              (company owned, log-in
                              required)
                              Branded Community, Open
85                            (company owned, NO log-in)

                              SMS (Text Messaging)
                     216
          149
                              None (No Social Channels
                              Supported)
how decision is made for new channel

           27               Consultants advice
                126
                            Competitors do it
     192

                            Companies we do business
                            with do it
                      194
                            Customer request

                            Research / Analyst reports
     223
                124         None of the above
how new channels are selected
      12
                        End-users via co-creation projects
            67
                        End-users via surveys and market
                        research projects

                  120   Analysts and pundits via inquiries
272
                        Consultants and systems
                        integrators via consulting projects
                        Internal team decision
                 50
                        Other (please specify)
           83
are social processes defined

     77
                92    Equally defined as
                      standard channels
15                    Less defined than standard
                      channels
                      More defined than for
                      standard channels
                      No Answer


          216
primary benefits social
                                     Deflected phone calls

                13                   Increased customer
      74                             satisfaction
                                     Increased loyalty
                            95
                                     Increased revenue
20
                                     Intangible benefit

                                     Met customer expectations
                             31
 71                                  Not using social channels
                                     just yet
                       35        6   Reduced cost of customer
           55                        support
                                     No Answer
secondary benefits social
                                     Deflected phone calls
                27
                                     Increased customer satisfaction
      91
                          55         Increased loyalty

                                     Increased revenue

22                                   Intangible benefit
                                45
                                     Met customer expectations
                           17        Not using social channels just yet
     67
                     39              Reduced cost of customer support
           37
                                     No Answer
how to do it? channel stats
               twitter    facebook     communities       Phone    email     chat
number of          4           6             2 (*)           2        6        12
interactions

total work        1.5          6             0 (*)           6        12           8
time (AHT)

percent           95          98            34 (*)           12       6            6
escalated

number             8           4             0 (*)           1        6        2-3
concurrent

FCR percent        1           1            62 (*)           75       89       78
close time       48 h        72 h         12-24 h (*)        6m      24 h      8m

 (*) depending on staff participation, model varies wildly
social top issues
• communities
  – tribal knowledge
  – reduced costs
  – branded
• facebook
  – integration
  – API
• twitter
  – limits
  – tools
discuss….

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Trends, analysis and guidelines for customer service using social media

  • 1. customer service using social: trends, analysis, guidelines mitch lieberman- KANA esteban kolsky - thinkJar
  • 2. 90% percent of transactions for customer service happen offline
  • 3. 86% of organizations use twitter, facebook (or both) for customer service
  • 4. 66% have no defined processes for customer service over social channels
  • 5. 68% were not able to calculate ROI before deploying
  • 7. none of them are sure if they are doing the right thing
  • 8. what is customer service using social? • customer service over social channels – social media = channels – service = service – customers = customers • in reality, it is a knee-jerk, tactical reaction to customers enjoying the power of social channels to complain, done badly (for the most part…)
  • 9. why do you have to worry? • social customer has power, a voice, and demands • potential savings that talk to your real need – save money in servicing the customer • new channels must be served, the experience continued • it’s the future, there is no turning back
  • 10. how long doing CS over social Deployed 0-6 months ago 46 75 Deployed 6-12 months ago 72 Deployed 1-2 years ago Deployed more than 2 years 81 ago We are almost ready, but not there yet 83 No Answer 43
  • 11. non social channels used Phone 165 335 IVR 61 Email 269 Web self-service 205 Kiosk Face-to-face 331 (Branch/Store)
  • 12. social channels used Twitter 29 62 Facebook 212 95 Branded Community, Closed (company owned, log-in required) Branded Community, Open 85 (company owned, NO log-in) SMS (Text Messaging) 216 149 None (No Social Channels Supported)
  • 13. how decision is made for new channel 27 Consultants advice 126 Competitors do it 192 Companies we do business with do it 194 Customer request Research / Analyst reports 223 124 None of the above
  • 14. how new channels are selected 12 End-users via co-creation projects 67 End-users via surveys and market research projects 120 Analysts and pundits via inquiries 272 Consultants and systems integrators via consulting projects Internal team decision 50 Other (please specify) 83
  • 15. are social processes defined 77 92 Equally defined as standard channels 15 Less defined than standard channels More defined than for standard channels No Answer 216
  • 16. primary benefits social Deflected phone calls 13 Increased customer 74 satisfaction Increased loyalty 95 Increased revenue 20 Intangible benefit Met customer expectations 31 71 Not using social channels just yet 35 6 Reduced cost of customer 55 support No Answer
  • 17. secondary benefits social Deflected phone calls 27 Increased customer satisfaction 91 55 Increased loyalty Increased revenue 22 Intangible benefit 45 Met customer expectations 17 Not using social channels just yet 67 39 Reduced cost of customer support 37 No Answer
  • 18. how to do it? channel stats twitter facebook communities Phone email chat number of 4 6 2 (*) 2 6 12 interactions total work 1.5 6 0 (*) 6 12 8 time (AHT) percent 95 98 34 (*) 12 6 6 escalated number 8 4 0 (*) 1 6 2-3 concurrent FCR percent 1 1 62 (*) 75 89 78 close time 48 h 72 h 12-24 h (*) 6m 24 h 8m (*) depending on staff participation, model varies wildly
  • 19. social top issues • communities – tribal knowledge – reduced costs – branded • facebook – integration – API • twitter – limits – tools