5 TIPS FOR PRODUCTIVE MULTI-CHANNEL
CUSTOMER SERVICE
• Thank you for joining us. We will begin promptly at 8am

PT / 11am ET. The line will be silent until we begin.
• Audio is broadcasted through your computer (dial-in

option also available).
• Please use the Chat Panel for any questions.

1

PROPRIETARY &
CONFIDENTIAL
5 TIPS FOR PRODUCTIVE
MULTI-CHANNEL
CUSTOMER SERVICE

2

PROPRIETARY &
CONFIDENTIAL
AGENDA
• Importance of the Customer Experience

• The Five Tips:
1
Feed Your Knowledgebase
2
Right Channel Your Customers
3
Let Your Customer Choose (Sort Of)
4
Maximize First Contact Resolution
5
Create Great Agent Workspaces
• Measuring Your Success

• Conclusion

3

PROPRIETARY &
CONFIDENTIAL
IMPORTANCE OF THE CUSTOMER
EXPERIENCE

4

PROPRIETARY &
CONFIDENTIAL
BETTER CUSTOMER EXPERIENCES
DRIVE REVENUE

5

PROPRIETARY &
CONFIDENTIAL
BETTER CUSTOMER EXPERIENCES
CUT COSTS

6

PROPRIETARY &
CONFIDENTIAL
CUSTOMERS EXPECT YOU
TO RESPOND ON SOCIAL

7

PROPRIETARY &
CONFIDENTIAL
IMPROVE THE CUSTOMER JOURNEY

8

PROPRIETARY &
CONFIDENTIAL
FEED YOUR KNOWLEDGEBASE

9

PROPRIETARY &
CONFIDENTIAL
TIP 1:
FEED YOUR KNOWLEDGEBASE
• Focus on Dynamic Content

• 80/20 rule applies
• 80% of questions are answered by 20% of your content
• Outline workflow specifically around mission-critical, high

volume content
• e.g. New policies affecting customers, product recalls, new

products

• Find the balance between perfect and timely content

• Develop a workflow to drive continuous improvement

10

PROPRIETARY &
CONFIDENTIAL
BUILD IT TOGETHER
• Embrace social interactions & collaborative tools

• Collaborate, Collaborate, Collaborate
• Customers
• Partners
• Employees: Extend the contact center to the back office
• Extend content creation
• Wikis
• Blogs
• Forums

11

PROPRIETARY &
CONFIDENTIAL
TIP 1 SUMMARY:
FEED YOUR KNOWLEDGEBASE

Leverage your
knowledgebase

12

PROPRIETARY &
CONFIDENTIAL
RIGHT CHANNEL YOUR
CUSTOMERS

13

PROPRIETARY &
CONFIDENTIAL
PREFERRED
CUSTOMER COMMUNICATION CHANNELS

14

PROPRIETARY &
CONFIDENTIAL
OFFER CHANNELS TO
MEET YOUR CUSTOMERS’ NEEDS

15

PROPRIETARY &
CONFIDENTIAL
WEB SELF-SERVICE:
YOUR FIRST LINE OF DEFENSE
• Is your Help Center easy to find?

• Does it offer answers to all your most frequently asked questions?
• Does it contain a

contextual escalation
path to live support?
• Is search prominently

featured?

16

PROPRIETARY &
CONFIDENTIAL
EMAIL
WHEN TIME DOES NOT SEEM CRITICAL
• Auto Acknowledgement
•
•
•

Setting expectations
Pointing to self-service tools
Bypass Web forms

• Auto Response with

auto-close
•
•

100% accurate?
Describe escalation methods

• Auto Suggest
•
•

Multiple questions
Customer history or data

• Auto Delete
•
•

17

Thank you
Customer history or data

PROPRIETARY &
CONFIDENTIAL
CHAT:
LOCATION, LOCATION, LOCATION
• Every page?

• “Contact Us” Page?
• Inflection Points?
• Proactive vs. Reactive

18

PROPRIETARY &
CONFIDENTIAL
WEB CHAT BENCHMARKS

19

PROPRIETARY &
CONFIDENTIAL
TIP 2 SUMMARY:
RIGHT CHANNEL YOUR CUSTOMERS
• Proactively engage your customers
•
•
•

Use analytics to determine whether or not to engage a customer
Use metrics to create conditions and rules for candidates
Rule and agent initiated customer engagements

• Leverage existing Web content during session
•
•
•

Consider the customers device type (mobile, desktop, tablet)
Teach agents the customer experience
Use Chat Text and Page Push

• Data Collection
•
•
•
•

20

Name
Email Address
Subject
Hidden Data

PROPRIETARY &
CONFIDENTIAL
LET YOUR CUSTOMER CHOOSE
(SORT OF)

21

PROPRIETARY &
CONFIDENTIAL
TIP 3:
LET YOUR CUSTOMER CHOOSE (SORT OF)

22

PROPRIETARY &
CONFIDENTIAL
TIP 3:
LET YOUR CUSTOMER CHOOSE (SORT OF)

23

PROPRIETARY &
CONFIDENTIAL
TIP 3:
LET YOUR CUSTOMER CHOOSE (SORT OF)

24

PROPRIETARY &
CONFIDENTIAL
TIP 3:
LET YOUR CUSTOMER CHOOSE (SORT OF)

25

PROPRIETARY &
CONFIDENTIAL
TIP 3 SUMMARY:
LET YOUR CUSTOMER CHOOSE (SORT OF)
• On your Web site
• Home page
• In global navigation
• Help page - list channels in the order you want customers to use them
• Market channels in all customer communication
• Work with marketing to create a service awareness program
•

Educate customers on the service options available to them

• Remind customers about available service channels whenever

possible in:
• Newsletters
• Up-sell, cross-sell emails
• Direct mail
• Social marketing

26

PROPRIETARY &
CONFIDENTIAL
MAXIMIZE FIRST CONTACT
RESOLUTION

27

PROPRIETARY &
CONFIDENTIAL
SERVICE DELIVERY COSTS
VS. TIME TO RESOLVE

28

PROPRIETARY &
CONFIDENTIAL
FIRST CONTACT CLOSURE COSTS
BY SERVICE DELIVERY MEDIUM

29

PROPRIETARY &
CONFIDENTIAL
TIP 4 SUMMARY:
MAXIMIZE FIRST CONTACT RESOLUTION

First contact
counts!

30

PROPRIETARY &
CONFIDENTIAL
CREATE GREAT AGENT
WORKSPACES

31

PROPRIETARY &
CONFIDENTIAL
TIP 5:
CREATE GREAT AGENT WORKSPACES
• Provide access to 80% of needed information 80% of the time

• Customize workspaces based on agent skills
• Provide simple integration to data – CRM, invoices, billing, histories

32

PROPRIETARY &
CONFIDENTIAL
TIP 5 SUMMARY:
CREATE GREAT AGENT WORKSPACES
An agent workspace is a user interface which enables
an agent to perform customer interaction activities effectively.
• Flexibility – Map workspaces to business processes
•
•
•

Role-based user interfaces
Channel-specific agent workspaces
Controlled access to external data

• Productivity – Everything is one click away
•
•
•

Reduce number of clicks/keystrokes for navigation
Single view
Maximize screen real estate

• Manageability – Non-programmatic design & deploy
•
•

33

Drag & drop design
Edit / read-only access

PROPRIETARY &
CONFIDENTIAL
MEASURING YOUR SUCCESS

34

PROPRIETARY &
CONFIDENTIAL
CRITERIA FOR MEASURING SUCCESS
• Transaction Completion Rate

• Deflection
• Positive Experience
• Repeat Use
• Increased Time on Site
• Conversion Rate
• Customer Satisfaction
• Revenue
• Web Traffic
• Still Yes to: AHT, FCR, SLA
35

PROPRIETARY &
CONFIDENTIAL
WATCH OUT FOR COMMON OBSTACLES

36

PROPRIETARY &
CONFIDENTIAL
CONCLUSION

37

PROPRIETARY &
CONFIDENTIAL
5 TIPS FOR PRODUCTIVE
MULTI-CHANNEL SERVICE
1

Feed Your Knowledgebase

2

Right Channel Your Customers

3

Let Your Customer Choose (Sort Of)

4

Maximize First Contact Resolution

5

Create Great Agent Workspaces
These tips give you a new model for servicing customers
that will increase agent productivity, reduce cost, and
increase profit per interaction.

38

PROPRIETARY &
CONFIDENTIAL
THANK YOU

info@moxiesoft.com
+1.800.474.1149
www.moxiesoft.com
39

PROPRIETARY &
CONFIDENTIAL

5 Tips For Productive Multi-channel Service

  • 1.
    5 TIPS FORPRODUCTIVE MULTI-CHANNEL CUSTOMER SERVICE • Thank you for joining us. We will begin promptly at 8am PT / 11am ET. The line will be silent until we begin. • Audio is broadcasted through your computer (dial-in option also available). • Please use the Chat Panel for any questions. 1 PROPRIETARY & CONFIDENTIAL
  • 2.
    5 TIPS FORPRODUCTIVE MULTI-CHANNEL CUSTOMER SERVICE 2 PROPRIETARY & CONFIDENTIAL
  • 3.
    AGENDA • Importance ofthe Customer Experience • The Five Tips: 1 Feed Your Knowledgebase 2 Right Channel Your Customers 3 Let Your Customer Choose (Sort Of) 4 Maximize First Contact Resolution 5 Create Great Agent Workspaces • Measuring Your Success • Conclusion 3 PROPRIETARY & CONFIDENTIAL
  • 4.
    IMPORTANCE OF THECUSTOMER EXPERIENCE 4 PROPRIETARY & CONFIDENTIAL
  • 5.
    BETTER CUSTOMER EXPERIENCES DRIVEREVENUE 5 PROPRIETARY & CONFIDENTIAL
  • 6.
    BETTER CUSTOMER EXPERIENCES CUTCOSTS 6 PROPRIETARY & CONFIDENTIAL
  • 7.
    CUSTOMERS EXPECT YOU TORESPOND ON SOCIAL 7 PROPRIETARY & CONFIDENTIAL
  • 8.
    IMPROVE THE CUSTOMERJOURNEY 8 PROPRIETARY & CONFIDENTIAL
  • 9.
  • 10.
    TIP 1: FEED YOURKNOWLEDGEBASE • Focus on Dynamic Content • 80/20 rule applies • 80% of questions are answered by 20% of your content • Outline workflow specifically around mission-critical, high volume content • e.g. New policies affecting customers, product recalls, new products • Find the balance between perfect and timely content • Develop a workflow to drive continuous improvement 10 PROPRIETARY & CONFIDENTIAL
  • 11.
    BUILD IT TOGETHER •Embrace social interactions & collaborative tools • Collaborate, Collaborate, Collaborate • Customers • Partners • Employees: Extend the contact center to the back office • Extend content creation • Wikis • Blogs • Forums 11 PROPRIETARY & CONFIDENTIAL
  • 12.
    TIP 1 SUMMARY: FEEDYOUR KNOWLEDGEBASE Leverage your knowledgebase 12 PROPRIETARY & CONFIDENTIAL
  • 13.
  • 14.
  • 15.
    OFFER CHANNELS TO MEETYOUR CUSTOMERS’ NEEDS 15 PROPRIETARY & CONFIDENTIAL
  • 16.
    WEB SELF-SERVICE: YOUR FIRSTLINE OF DEFENSE • Is your Help Center easy to find? • Does it offer answers to all your most frequently asked questions? • Does it contain a contextual escalation path to live support? • Is search prominently featured? 16 PROPRIETARY & CONFIDENTIAL
  • 17.
    EMAIL WHEN TIME DOESNOT SEEM CRITICAL • Auto Acknowledgement • • • Setting expectations Pointing to self-service tools Bypass Web forms • Auto Response with auto-close • • 100% accurate? Describe escalation methods • Auto Suggest • • Multiple questions Customer history or data • Auto Delete • • 17 Thank you Customer history or data PROPRIETARY & CONFIDENTIAL
  • 18.
    CHAT: LOCATION, LOCATION, LOCATION •Every page? • “Contact Us” Page? • Inflection Points? • Proactive vs. Reactive 18 PROPRIETARY & CONFIDENTIAL
  • 19.
  • 20.
    TIP 2 SUMMARY: RIGHTCHANNEL YOUR CUSTOMERS • Proactively engage your customers • • • Use analytics to determine whether or not to engage a customer Use metrics to create conditions and rules for candidates Rule and agent initiated customer engagements • Leverage existing Web content during session • • • Consider the customers device type (mobile, desktop, tablet) Teach agents the customer experience Use Chat Text and Page Push • Data Collection • • • • 20 Name Email Address Subject Hidden Data PROPRIETARY & CONFIDENTIAL
  • 21.
    LET YOUR CUSTOMERCHOOSE (SORT OF) 21 PROPRIETARY & CONFIDENTIAL
  • 22.
    TIP 3: LET YOURCUSTOMER CHOOSE (SORT OF) 22 PROPRIETARY & CONFIDENTIAL
  • 23.
    TIP 3: LET YOURCUSTOMER CHOOSE (SORT OF) 23 PROPRIETARY & CONFIDENTIAL
  • 24.
    TIP 3: LET YOURCUSTOMER CHOOSE (SORT OF) 24 PROPRIETARY & CONFIDENTIAL
  • 25.
    TIP 3: LET YOURCUSTOMER CHOOSE (SORT OF) 25 PROPRIETARY & CONFIDENTIAL
  • 26.
    TIP 3 SUMMARY: LETYOUR CUSTOMER CHOOSE (SORT OF) • On your Web site • Home page • In global navigation • Help page - list channels in the order you want customers to use them • Market channels in all customer communication • Work with marketing to create a service awareness program • Educate customers on the service options available to them • Remind customers about available service channels whenever possible in: • Newsletters • Up-sell, cross-sell emails • Direct mail • Social marketing 26 PROPRIETARY & CONFIDENTIAL
  • 27.
  • 28.
    SERVICE DELIVERY COSTS VS.TIME TO RESOLVE 28 PROPRIETARY & CONFIDENTIAL
  • 29.
    FIRST CONTACT CLOSURECOSTS BY SERVICE DELIVERY MEDIUM 29 PROPRIETARY & CONFIDENTIAL
  • 30.
    TIP 4 SUMMARY: MAXIMIZEFIRST CONTACT RESOLUTION First contact counts! 30 PROPRIETARY & CONFIDENTIAL
  • 31.
  • 32.
    TIP 5: CREATE GREATAGENT WORKSPACES • Provide access to 80% of needed information 80% of the time • Customize workspaces based on agent skills • Provide simple integration to data – CRM, invoices, billing, histories 32 PROPRIETARY & CONFIDENTIAL
  • 33.
    TIP 5 SUMMARY: CREATEGREAT AGENT WORKSPACES An agent workspace is a user interface which enables an agent to perform customer interaction activities effectively. • Flexibility – Map workspaces to business processes • • • Role-based user interfaces Channel-specific agent workspaces Controlled access to external data • Productivity – Everything is one click away • • • Reduce number of clicks/keystrokes for navigation Single view Maximize screen real estate • Manageability – Non-programmatic design & deploy • • 33 Drag & drop design Edit / read-only access PROPRIETARY & CONFIDENTIAL
  • 34.
  • 35.
    CRITERIA FOR MEASURINGSUCCESS • Transaction Completion Rate • Deflection • Positive Experience • Repeat Use • Increased Time on Site • Conversion Rate • Customer Satisfaction • Revenue • Web Traffic • Still Yes to: AHT, FCR, SLA 35 PROPRIETARY & CONFIDENTIAL
  • 36.
    WATCH OUT FORCOMMON OBSTACLES 36 PROPRIETARY & CONFIDENTIAL
  • 37.
  • 38.
    5 TIPS FORPRODUCTIVE MULTI-CHANNEL SERVICE 1 Feed Your Knowledgebase 2 Right Channel Your Customers 3 Let Your Customer Choose (Sort Of) 4 Maximize First Contact Resolution 5 Create Great Agent Workspaces These tips give you a new model for servicing customers that will increase agent productivity, reduce cost, and increase profit per interaction. 38 PROPRIETARY & CONFIDENTIAL
  • 39.