Some insights into the Support culture @influitive and impact it's head on creating an amazing customer experience.
This was a presentation from the Freshdesk Customer Happiness Tour on Oct 15, 2015.
4. #CHT15
“CUSTOMER SUPPORT IS ABOUT
CREATING A GREAT CUSTOMER
EXPERIENCE THAT HELPS CUSTOMERS
GET SH!T DONE AS EASILY AS
POSSIBLE.”
The secret to a great customer experience?
Creating the right Support cultur
e
6. #CHT15
WHAT WE’RE GOING TO COVER:
• Hire smart, hire right
• Quality isn’t the only thing, it’s part of everything
• Empowerment not employment
• The right tools & perks make a difference
How to create the right Support culture:
13. #CHT15
QUALITY ISN’T THE ONLY THING, IT’S PART OF
EVERYTHING
• Customer satisfaction rating
• Response time – combine with FCR (first call resolution)
• Ensures that other teams trust you
• Process for ensuring that no tickets are left behind
• Product adoption is our challenge too
Measure the things that matter
16. #CHT15
QUALITY ISN’T THE ONLY THING, IT’S PART OF
EVERYTHING
• Don’t just solve the problem, find a better solution
• Go down the path that others wouldn’t
• Help yourself first but help others as well
Go the extra mile
17. #CHT15
QUALITY ISN’T THE ONLY THING, IT’S PART OF
EVERYTHING
Go down the path that others wouldn’t
18. #CHT15
QUALITY ISN’T THE ONLY THING, IT’S PART OF
EVERYTHING
• Provide a rigorous onboarding program for new Support team members
• Ensure that you have regular product training sessions and exercises
Help yourself first before you help others
20. #CHT15
EMPOWERMENT NOT EMPLOYMENT
• Rated #1 in company in empowerment
• Given superhuman powers – Support Magicians
• Customer Success is not a function – it’s a philosophy
• Ability to influence product roadmap
• Work closely with Q/A and Development teams
• Set them free (with oversight)
• Bi-weekly webinars
• Employee onboarding: Shadow the Support team
• Create career paths and not dead ends
Proactive not reactive
22. #CHT15
THE RIGHT TOOLS & PERKS MAKE A DIFFERENCE
• Freshdesk
• Flowdock
• Jira
• Fullstory
• Zapier
• Influitive
• Marketo
Tools of the trade
23. #CHT15
THE RIGHT TOOLS & PERKS MAKE A DIFFERENCE
• Hoodies
• Lunch provided three times a week
• Mobile phone reimbursement
• Laptops
• Unlimited vacation (need enough
people to support this)
• Team outings
Perks
25. #CHT15
OUR SECRET SAUCE
•People, people, people
•Close relationship with other
teams
•Establish the right metrics
•Set the team free but review
often
These people are way too happy.
Customer Support is not just about delighting the customer
I repeat: Customer Support is not just about delighting the customer.
This comes from the groundbreaking work from Corporate Executive Board in a book called “The Effortless Experience”.
96% of customers who had to put in a lot of effort as part of a support experience didn’t remain loyal to those products.
It’s not just about enjoying what you do and delighting the customer. You need to love what you do and think about making those customers advocates bymaking it as easy as possible for them to get their job done. To do this, you need to have the right culture
15 years in tech companies working with customers. Led the Customer Success team at Eloqua – IPO’d in 2012 and was purchased by Oracle for almost a billion
Led the Customer Success team and now own Customer Operations at Influitive since beginning of 2013
Helped grow the Customer Success team from 4 to almost 25. We have 4 people on our Support team as well as an intern
Something to prove – are they switching industries? What did they have to overcome? Why do they want to work with you?
Something to prove examples:
-Underutilized at their current role
-someone who worked as a teacher in Korea for several years and was looking to break into the software industry
Go over and above: I always ask this question
Curiosity for technology: Created a website for his parents business, ran a successful blog
Have a defined hiring process. Make sure that they know and understand your current culture and what’s expected of them
We send them an exercise to see how much research they do, how thorough and coherent their answer is and if their personality jives with us
Goal to keep first response time around 30 minutes
Goal of customer satisfaction rating of 99%
No tickets left behind – tickets that are sitting in various stages after 48 hours are sent back to agent to review
Product adoption – help create best practice materials
Common theme: promptness and quality
Don’t just solve the problem – find a better solution. Lev on our team created a wiki to post solutions to common problems and help all Support Magicians.
Great story of Amina on our team going above and beyond to get to the bottom of an issue that was for a fellow Customer Success team member – not just for a customer. She did some extensive research, did actual live examples to see what the intended results would be and then displayed those results. This is all about going above and beyond.
You need to ensure that your team members are up to speed before helping others. You also need to keep your team’s skills sharp by providing regular training
-We’ve called our team “Support Magicians”. There have been times when we discussed changing this but we never did. Customers love it and team members embody it
-Good relationships with the Development team is crucial. Have regular meetings, have them sit in Support
-Set them free – bi-weekly webinars is a great example
-Shadowing was an initiative from the support team
-Create career paths: one of our Magicians moved to Q/A, another moved to a junior role on our Services team that I created, another joined a customer of ours. Think about your team’s career objectives and expect them to move on to other roles within a period of time.
Freshdesk – ticketing system
Flowdock – internal messaging system
Jira – track bugs
Fullstory – watch users
Zapier – connect up items (Freshdesk to Flowdock, Influitive community to spreadsheets)
Marketo – send out notes