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Jim Katzman
Voice of the Customer Retreat
             October 26, 2010
LISTENING TO THE CUSTOMER
  MAKES SENSE, DOESN’T IT?

ACTING ON WHAT YOU HEAR IS
       NOT AS EASY…

BUT THAT DOES NOT MEAN YOU
      SHOULDN’T DO IT…
   Multiple customer touch points
   State of Social Media
   The power of customer verbatims
   Case Study: Welcome Screen Takeover
   Case Study: Message Boards
   Building a Social Media Strategy
   Questions / Thank You




                                          3
   Numerous platforms
                                                                    Customer

   No synthesis of data from all                Focus
                                                                     Surveys

                                                                                             Product

    sources                                     Groups                                       Surveys




   Not actionable
    Customer feedback at times
                                    Social                                                              Executive
                                                                Voice of
                                   Media
                                                                  the
                                                                                                       Escalations



    falls into a black hole                                    Customer

   Data not available across all       User                                                       Quality


    verticals
                                       Forums                                                     Monitoring




   Customer inputs not part of                            Agent
                                                         Feedback
                                                                               Call Center
                                                                                Reports


    product development process




                                                                                                                     4
Type of Feedback                Action to Take
Open Ended feedback             Create a mechanism to respond,
                                even if it is automated
Executive Escalations           Determine root cause in the call
                                centers and change processes
Quality Monitoring              Assess call center processes, script
                                effectiveness, strong/weak agents
Customer Satisfaction Surveys   Develop a methodology to look at
                                structured and unstructured data



  Data drives changes to products, services
     & processes that impact customers

                                                                       5
6
   Structured data – traditional net promoter or
    other 1-xx scales only tell part of the story
   Customer surveys – transactional and non
    transactional provide actionable data
   Customers are not shy in sharing feedback 
    especially when it is not positive
   There are great tools available to process
    unstructured data
    ◦ One of these tools is offered by Clarabridge



                                                     7
The pictures I got back from your                        Sometimes I am unable to access
processor were blurry and fuzzy.                         my data. This makes me very
I am not sure what type of quality                       upset.
control you have but it isn’t good.
I will be telling my friends.     I would increase the amount of choices in the gift
                                  shop, especially for kids. If I am traveling and
                                  come home empty handed, my kids are very
                                  upset. I did like the colorful displays throughout
                                  the shop. It was pretty easy to find what I was
                                  looking for.
 I have never had such
 fantastic service at a
 restaurant. You made                                   Things were sooooo
 my anniversary                                        expensive. While we
 memorable – and that is                                 had a great time, I
 saying something after                                constantly was adding
 25 years.                                              up how much this all
                                                          cost




                                                                                           8
9
Page 10
Page 11
Page 12
   AOL made the decision to sunset several products,
    including most of the Message Boards in Q4 2008.
   Email notification sent to all members announcing
    the sunset in 3/10/09. Boards were sunset
    3/31/09
   Reaction was swift and vocal  Several hundred
    comments through Clarabridge and several other
    sources within just a few days
   Cost and level of effort was quickly evaluated to
    keep boards available
   Decision to sunset was reversed: Message Boards
    were reinstated on April 14, 2009  just two
    weeks later

                                                        13
The data
 speaks
 loudly




           14
   Over 12,000,000 search results on Google
   Common sense approach
    ◦ Assess your environment
      What do customers want and expect from you?
      Management support
      Tools / resources available
    ◦ Be sure you can answer: “why are we doing this?”
   Show success
    ◦ Get early wins to show value
    ◦ Find the evangelists  employees and customers
   Drive consistency
    ◦ Incorporate other areas of your business
    ◦ Involve the customer and the business owners
    ◦ Stay committed to the process


                                                         15
Jim Katzman
Expertise in the Customer Experience Life Cycle

jrkatzman66@gmail.com
(703) 795-2896




                                                  16

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Voice Of The Customer Retreat 10 26 2010

  • 1. Jim Katzman Voice of the Customer Retreat October 26, 2010
  • 2. LISTENING TO THE CUSTOMER MAKES SENSE, DOESN’T IT? ACTING ON WHAT YOU HEAR IS NOT AS EASY… BUT THAT DOES NOT MEAN YOU SHOULDN’T DO IT…
  • 3. Multiple customer touch points  State of Social Media  The power of customer verbatims  Case Study: Welcome Screen Takeover  Case Study: Message Boards  Building a Social Media Strategy  Questions / Thank You 3
  • 4. Numerous platforms Customer  No synthesis of data from all Focus Surveys Product sources Groups Surveys  Not actionable Customer feedback at times Social Executive Voice of  Media the Escalations falls into a black hole Customer  Data not available across all User Quality verticals Forums Monitoring  Customer inputs not part of Agent Feedback Call Center Reports product development process 4
  • 5. Type of Feedback Action to Take Open Ended feedback Create a mechanism to respond, even if it is automated Executive Escalations Determine root cause in the call centers and change processes Quality Monitoring Assess call center processes, script effectiveness, strong/weak agents Customer Satisfaction Surveys Develop a methodology to look at structured and unstructured data Data drives changes to products, services & processes that impact customers 5
  • 6. 6
  • 7. Structured data – traditional net promoter or other 1-xx scales only tell part of the story  Customer surveys – transactional and non transactional provide actionable data  Customers are not shy in sharing feedback  especially when it is not positive  There are great tools available to process unstructured data ◦ One of these tools is offered by Clarabridge 7
  • 8. The pictures I got back from your Sometimes I am unable to access processor were blurry and fuzzy. my data. This makes me very I am not sure what type of quality upset. control you have but it isn’t good. I will be telling my friends. I would increase the amount of choices in the gift shop, especially for kids. If I am traveling and come home empty handed, my kids are very upset. I did like the colorful displays throughout the shop. It was pretty easy to find what I was looking for. I have never had such fantastic service at a restaurant. You made Things were sooooo my anniversary expensive. While we memorable – and that is had a great time, I saying something after constantly was adding 25 years. up how much this all cost 8
  • 9. 9
  • 13. AOL made the decision to sunset several products, including most of the Message Boards in Q4 2008.  Email notification sent to all members announcing the sunset in 3/10/09. Boards were sunset 3/31/09  Reaction was swift and vocal  Several hundred comments through Clarabridge and several other sources within just a few days  Cost and level of effort was quickly evaluated to keep boards available  Decision to sunset was reversed: Message Boards were reinstated on April 14, 2009  just two weeks later 13
  • 14. The data speaks loudly 14
  • 15. Over 12,000,000 search results on Google  Common sense approach ◦ Assess your environment  What do customers want and expect from you?  Management support  Tools / resources available ◦ Be sure you can answer: “why are we doing this?”  Show success ◦ Get early wins to show value ◦ Find the evangelists  employees and customers  Drive consistency ◦ Incorporate other areas of your business ◦ Involve the customer and the business owners ◦ Stay committed to the process 15
  • 16. Jim Katzman Expertise in the Customer Experience Life Cycle jrkatzman66@gmail.com (703) 795-2896 16