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2nd Shift Campaigns
  Evening Customer Care Solutions
Are all your customer efforts metrics driven?




2 nd Shift Primary Business Drivers:
             The Business Driver of 2nd Shift                    Utilization
             Augment customer service, customer care             71%
             Respond to customer needs in a timely fashion       45%
             Point of sale response time via multiple channels   42%
             To support customer self service                    21%
             To improve efficiencies (margins, costs)            21%
             To increase revenues                                20%
             To share information, educate                       17%
History of 2 nd Shift
Industry Introduction: The contact center industry was pioneered in America, arising out of a need to centralize customer
service operations. In today’s information age, call centers have evolved into including outsourced functions such as customer
service, IT support, sales and marketing, and includes both front office and backoffice operations.

Today’s best contact center’s use sophisticated technology and business intelligence along with access to databases and
online resources that most companies simply do not have access to nor can afford.

The job of call center has always been difficult. Customers are more sophisticated today than ever before. They expect much
from the companies from which they do business, including customer service.

The call center has evolved into the customer care services market, aka contact center services, with notable and important
changes as a result of the different ways companies and consumers are now communicating with one another. The traditional
view of a customer care outsourcer is moving from a largely agent- and voice-based service to a strategic, multichannel, and
sometimes transformational service.

Newer capabilities address these changes with a flexible and agile value proposition, among other elements such as cost
effectiveness. The changing interactions and evolving ecosystem are poised to change the traditional customer care provider's
value proposition to one of a more strategic partner and to shake up the provider landscape.
2 nd Shift Case Study
Program Snapshot:
•    The primary goal of this relationship is to develop a strategy for customer engagement containing an email, live voice and a chat
     platform increasing overall conversion for their anticipated increase in customer traffic.

Company Background & Situation Overview:
•   Beyond the Rack is currently receiving 20,000-40,000 emails and 3,000-4,000 chat sessions every month.
•   Beyond the Rack provides a private online shopping medium for men and women wanting designer brands at up to a 70% discount.
    Sales are open exclusively to members at specific times and typically last about 48 hours. Members are notified by e-mail in advance
    of each upcoming sale.

Program Metrics:
Using an integrated, multi-channel approach:
•     Commit to email response times in less than 2 hours
        –    20,000 - 40,000 e-mails per month
        –    3,000 - 4,000 chat opportunities per month (with expected increase to 8,000 over the next three months)
•     Engage and attract a different audience by offering chat and live voice component which will allow for:
        –    Up to 40% more effective conversion shopper to buyer
        –    Up to 23% increase in average order size
•     Engage with an audience (approximately 10% of chat sessions) that have never engaged with Beyond the Rack before
•     Decrease operational costs by 25%
•     90% first contact resolution
•     Allow for greater efficiencies of acquisition and customer satisfaction
•     Lift the conversion rate to >5%
2 nd Shift KPI Metrics
Key Performance Indicators:                Primary Drivers:

First contact resolution:
• Conversion rate (%)
• Total daily/monthly sales (volume)
• # of chats per day
• Chat conversion rate
• Average proactive chat acceptance rate
• # of e-mails per day
• # of quality conversations per day
• Sales and revenue per hour
• Sales vs. customer care inquiries
• Average handle time
• ROI
• Program staff
• Program hours
Getting Started
Entering 2013 less than a third of enterprises say they have a sophisticated approach to investing
marketing resources and engaging customers across multiple channels, but the majority expect to
make investments in 2013.

What are you doing to attract and retain more customers?
      Q: How do you acquire and retain more customers using multiple channels?
      Q: How do you connect Sales & Marketing and Customer Relations?
      Q: How do you achieve greater share of wallet and per customer spend with better sales ROI?


Your Alternatives:



   Give the job to someone
          internally?             Recruit a specialist?       Outsource the Function            Turn on Infinity
Getting Started Continued…

                   Stop talking about sales and manage revenues with Infinity.

Buyerlytics is the application of buyer and customer analytics to deliver segmented and personalized sales and service.
Infinity’s Buyerlytics solution is a combination of its data warehouse, multichannel revenue technology platform, business rules, and
analytics.

Buyerlytics is accomplished through the application of the following process components:
       + Database development into a data warehouse built around customer preferences in order to sell and service each
       customer based on their personal history and preferences.
       + Coupled with segmentation analysis + predictive modeling creates predictive sales based on business rules.

Buyerlytics enables us to understand each individual customer to create personalized sales and service customer experiences.
2 nd Shift Infinity Contact Capabilities
Infinity was founded in 1996 to deliver integrated campaign solutions. In 2013, we continue to
partner with some of America’s best known brands to attract and retain customers for life.

2nd shift evening work is a perfect opportunity to create operational efficiencies while supporting
your customer’s self-service initiatives.

We take the lead starting with building a customer database and our mission is to get
customers and keep customers for you in the most efficient means.



                 Connect with us @ http://www.linkedin.com/company/63794

                 Watch us in action! @ www.YouTube.com/InfinityContact

                 Learn about our workforce @ www.facebook.com/InfinityContact
                 Take a virtual tour @
                 www.infinitycontact.com/RevenueLeadershipSystem

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2nd shift customer care evening solutions presentation powerpoint

  • 1. 2nd Shift Campaigns Evening Customer Care Solutions
  • 2. Are all your customer efforts metrics driven? 2 nd Shift Primary Business Drivers: The Business Driver of 2nd Shift Utilization Augment customer service, customer care 71% Respond to customer needs in a timely fashion 45% Point of sale response time via multiple channels 42% To support customer self service 21% To improve efficiencies (margins, costs) 21% To increase revenues 20% To share information, educate 17%
  • 3. History of 2 nd Shift Industry Introduction: The contact center industry was pioneered in America, arising out of a need to centralize customer service operations. In today’s information age, call centers have evolved into including outsourced functions such as customer service, IT support, sales and marketing, and includes both front office and backoffice operations. Today’s best contact center’s use sophisticated technology and business intelligence along with access to databases and online resources that most companies simply do not have access to nor can afford. The job of call center has always been difficult. Customers are more sophisticated today than ever before. They expect much from the companies from which they do business, including customer service. The call center has evolved into the customer care services market, aka contact center services, with notable and important changes as a result of the different ways companies and consumers are now communicating with one another. The traditional view of a customer care outsourcer is moving from a largely agent- and voice-based service to a strategic, multichannel, and sometimes transformational service. Newer capabilities address these changes with a flexible and agile value proposition, among other elements such as cost effectiveness. The changing interactions and evolving ecosystem are poised to change the traditional customer care provider's value proposition to one of a more strategic partner and to shake up the provider landscape.
  • 4. 2 nd Shift Case Study Program Snapshot: • The primary goal of this relationship is to develop a strategy for customer engagement containing an email, live voice and a chat platform increasing overall conversion for their anticipated increase in customer traffic. Company Background & Situation Overview: • Beyond the Rack is currently receiving 20,000-40,000 emails and 3,000-4,000 chat sessions every month. • Beyond the Rack provides a private online shopping medium for men and women wanting designer brands at up to a 70% discount. Sales are open exclusively to members at specific times and typically last about 48 hours. Members are notified by e-mail in advance of each upcoming sale. Program Metrics: Using an integrated, multi-channel approach: • Commit to email response times in less than 2 hours – 20,000 - 40,000 e-mails per month – 3,000 - 4,000 chat opportunities per month (with expected increase to 8,000 over the next three months) • Engage and attract a different audience by offering chat and live voice component which will allow for: – Up to 40% more effective conversion shopper to buyer – Up to 23% increase in average order size • Engage with an audience (approximately 10% of chat sessions) that have never engaged with Beyond the Rack before • Decrease operational costs by 25% • 90% first contact resolution • Allow for greater efficiencies of acquisition and customer satisfaction • Lift the conversion rate to >5%
  • 5. 2 nd Shift KPI Metrics Key Performance Indicators: Primary Drivers: First contact resolution: • Conversion rate (%) • Total daily/monthly sales (volume) • # of chats per day • Chat conversion rate • Average proactive chat acceptance rate • # of e-mails per day • # of quality conversations per day • Sales and revenue per hour • Sales vs. customer care inquiries • Average handle time • ROI • Program staff • Program hours
  • 6. Getting Started Entering 2013 less than a third of enterprises say they have a sophisticated approach to investing marketing resources and engaging customers across multiple channels, but the majority expect to make investments in 2013. What are you doing to attract and retain more customers? Q: How do you acquire and retain more customers using multiple channels? Q: How do you connect Sales & Marketing and Customer Relations? Q: How do you achieve greater share of wallet and per customer spend with better sales ROI? Your Alternatives: Give the job to someone internally? Recruit a specialist? Outsource the Function Turn on Infinity
  • 7. Getting Started Continued… Stop talking about sales and manage revenues with Infinity. Buyerlytics is the application of buyer and customer analytics to deliver segmented and personalized sales and service. Infinity’s Buyerlytics solution is a combination of its data warehouse, multichannel revenue technology platform, business rules, and analytics. Buyerlytics is accomplished through the application of the following process components: + Database development into a data warehouse built around customer preferences in order to sell and service each customer based on their personal history and preferences. + Coupled with segmentation analysis + predictive modeling creates predictive sales based on business rules. Buyerlytics enables us to understand each individual customer to create personalized sales and service customer experiences.
  • 8. 2 nd Shift Infinity Contact Capabilities Infinity was founded in 1996 to deliver integrated campaign solutions. In 2013, we continue to partner with some of America’s best known brands to attract and retain customers for life. 2nd shift evening work is a perfect opportunity to create operational efficiencies while supporting your customer’s self-service initiatives. We take the lead starting with building a customer database and our mission is to get customers and keep customers for you in the most efficient means. Connect with us @ http://www.linkedin.com/company/63794 Watch us in action! @ www.YouTube.com/InfinityContact Learn about our workforce @ www.facebook.com/InfinityContact Take a virtual tour @ www.infinitycontact.com/RevenueLeadershipSystem

Editor's Notes

  1. SWOT AnalysisStrengthsClient ExecutionStreamlined OrganizationStrategic Relationships with key clientsEmerging player in contact center industryExecutive members of Leadership TeamActive ownersMidwest location with access to experience contact center laborVisionSupportive BankFacilityReferencesWeaknessesBrand still not well known in industryCompany perceived as small which limits access to some prospectsBase clients under too much pressureLack of robust contact center technologyNot leveraging relationshipsLack of true inbound infrastructurePipeline of major prospectsTrue disaster recoveryContact center needs revitalizes (visual management)OpportunitiesLeverage new experience on leadership teamStronger efforts on relationships and industry (ATA, NADA, Software and Telcom associationsEmerging automotive opportunities (IMS/VDC)Technology ImprovementsDiversification within client basePipeline developmentMarketing strategy to identify “sweet spots”AlliancesRealization of true brand identityThreatsStress on base clients is very highFailure to generate meaningful new businessFailure to integrate new management team membersRegulatory IssuesContinued pressure on priceCedar Rapids being shut down do to disasterFailure to change market perception of being to small for major applicationsAutomotive clients perceive Infinity Contact as a competitorStrategic Decision QuestionsHow does Infinity Contact evolve to an enhanced business model that leverages integrated data, technology, multiple contact methods and analytics to serve the small to mid size business markets?How does Infinity Contact target the right profiled prospects to drive exponential growth in a predictable consistent manner?What new technology will support the business model vison and become a key enhancer in client management, differentiation, value and ROI for our clients.Does the proper financial infrastructure exist at Infinity Contact to support the plan? Key issues include discipline and inspection of the plan, KPIs, forecasts and capitalization plan. What are the business risks Infinity Contact needs to mitigate to execute on this vision?How does Infinity Contact continue to evolves its position of “employer and provider of choice’ with its employees and clients?Critical Success FactorsInfinity Contact must create a true sales and marketing organization that can produce results as it relates to finding and delivering new business.Existing clients need to be fully explored and penetrated to realize all possible revenue streams.Technology investments need to support the concept of delivering on an expanded view of customer contact. The key is the ability to execute across all forms of contact (outbound, inbound, chat, email, and direct mail).Stronger focus on balance sheet improvements to reduce debt and improve overall company financial health and valuation.Development of multi call center strategy which will be needed to support the revenue and profit targets identified in this plan.Create a strategy that allows for continued diversification with automotive clients even when they are competitors. Critical decision of the feasibility of this need to be made relatively quickly. In addition, can Infinity Contact create a strategic alliance with one of more of our clients to partner with product and distribution?New management must be leveraged quickly and effectively to realize the lift form the investment that has been made.Continue to work on mechanisms to enhance culture through stronger communication and leadership.Logical prioritization of non-people investments that will best support the needs created by the 5 year plan.Determine what organizational chart looks like over the next five years. Position contracts will be created and discussion will occur with the leadership team to determine best fits and skill sets needed. The above strategic questions and critical success factors lead us back to the importance of the five key elements of 2009. Below is a summary of what are considered to be the most important/relevant strategies in 2010. These strategies will be broken down into specific plans by the appropriate ownership and leadership team members. 2010 Strategies Build structure of ongoing expansionFill business development positionStructure top end of sale process (target, profile, qualify)Develop vertical campaigns to build pipeline Hire additional client servicesDiversify portfolioSplit B2B component from rest of clientsHire client services talent with strong B2B experience Develop client development plans with quantifiable objectives Hire consultant to analyze operations (with potential to hire as GM) Prioritize key investments for bank forecast and flex forecastFacilityCapitalSoftwareSwitchSMS Become balance sheet focusedDebt ratiosValuationTax impactsLiquidity Revitalize culture, image, branding (internally and externally) Integrate ownership, leadership, administrative and agent teamsCommunicationShared visionCompensationRecognition/Rewards Achieve 2010 results from 5 year vision document   
  2. Appendix - Discovery QuestionsGeneral Site QuestionsQ: How do you currently drive qualified traffic to your site? A: SEM, Banner, Affiliate, Email, Retargeting Q: Do customers typically take specific paths throughout your site prior to purchasing? This will help determine if there are any patterns that can be used to proactively prompt high value prospects.A: Effectively all customers follow the same path. The best predictors we have are number of items viewed, cart ads, email click through’s, and frequency of site visitQ: What percentages of purchases are from new vs. current customers?A: Depends are marketing mixQ: Which pages do you consider “high conversion” points? A: Event and product detail pages… which are the only two that allow for cart addQ: Do you currently track high value customers on your site? Use cookies, etc. A: No, purchase history is stored in customers accountQ: Do you use a special code (cookie) once someone purchases to identify that person on the site in the future? A: No, purchase history is stored in customers accountQ: Which pages are most frequently abandoned during the visit and why? A: Product mix changes 50% every day, and 100% every 2 days; abandon rate varies by product mixQ: What is your shopping cart abandon rate?A: Product mix changes 50% every day, and 100% every 2 days; abandon rate varies by product mixQ: If we use BTR domain where is the server going to be hosted?A: Our production environment is hosted with Amazon ec2, and s3. Content delivery is via AkamaiQ: If we host the server will you cover the cost for this program?A: Need to better understand what the service offering isQ: What percentage of site traffic comes from various devices, i.e. tablets, mobile phones, computers, etc.?A: Roughly 10% of traffic comes from mobile devices, with only a small percentage exhibiting intent to purchase. Mobile traffic is primarily driven from daily emailROIQ: What is the current site conversion rate? Industry average is about 3%-5%A: Depends on how you measure conversion rateUnique visitor to unique buyer, low 2%Unique visitor to total transactions, high 2% General Site QuestionsQ: How do you currently drive qualified traffic to your site? A: Through various ad campaigns, marketing campaigns as well on Facebook, marketing partners, etc.Q: What are the required days and hours of operation? A: 7 on 7 soon to comeQ: What is the anticipated volume for email and chat on a monthly basis? A: 20K emails monthly and growing, 3000 chats monthly.Q: What is the description of agent skill-set required by Beyond the Rack? A: Needs to be able to work and understand NetSuite which is our CRM softwareQ: What is the Average Handle Time (AHT) for both email and chat? A: 4 minutesQ: What is the maximum number of concurrent chat sessions per engagement? A: 3-4Q: What is the turnaround time for e-mail? A: 3 hours between working hoursQ: Will there be a recording/storage requirement? A: Yes in our crm softwareQ: Will we use Beyond the Rack’s chat tool or our own? A: OursQ: Will we be using Beyond the Rack’s email system/too or our own? A: Ours preferablyQ: If we use Beyond the Rack domain, where is the server going to be hosted, at Infinity or Beyond the Rack? A: Don’t know yetQ: Would Beyond the Rack require separate queues/agents for email and chat? A: yesQ: Will Beyond the Rack allow seat sharing or will you require dedicated seats? A: yesQ: What level of disaster recovery and business continuity plan (BCP) will Beyond the Rack require? A: Disaster recovery and escalations handled through Beyond the rack.Q: Would BTR require separate queues/agents for email and chat? A: NoQ: Are you open to us providing a blended dedicated seat? A: YesQ: Will there be a recording storage requirement? A: Not at this time since interested in email and only and chatQ: What does your hiring profile look like and agent skill sets? A: We hire young people typically between the ages of 20-40 with prior customer experience.Q: You mentioned that we will use our chat platform but your email system- is this correct? A: This is correctQ: What level of DR will you require? A: Level 1TrainingQ: Do you have existing training materials used by the inbound customer service department? (Including a FAQ—this can be used to developed canned responses to increase consistency and efficiency) A: yesQ: What are the demographics of your targeted customer? A: Medium income, 20-40’s. Volume and MetricsQ: You mentioned that volume can range between 40 k emails monthly and 3-4k chat session a month expected to rise to 8k - Do traffic patterns vary much by time of day, day of the week, year, time of month, holidays etc.? A: Our sales are currently increasing by about 15% monthly. November and December tend to be our busiest months and we anticipate near twice the volume xmas 2013 as xmas 2012. Traffic typically follow our sales start times. Typically, sales start at 11 am ET, therefore the highest traffic can be seen at that time period.Q: How can potential customers complete the sale, and what is the time associated with it past 2-3 min for chat or 5-6min for email AHTA: All sales are online onlyQ: What tool(s) do you currently use to gather site analytics? A: googleQ: How do you currently drive qualified traffic to your site? A: Through various ad campaigns, marketing campaigns as well on Facebook, marketing partners, etc.Q: How have past promotional campaigns impacted site traffic? If there is a dramatic impact, we will need to staff according to their promotional activities to ensure appropriate coverage. A: No. At this time, promo campaigns do not have a significant increase in traffic. Traffic is rather due to seasonality or large events such as black Friday sales.