Managing Customer Experience
over Digital and Traditional Channels
Enri Bimbashi
Simon Kelly
It’s All About Customer Experience
Customers are increasingly switching providers due to poor customer experience
of the Fortune 500 firms
from 2000 no longer exist
52%
Source: Ray Wang, “Disrupting Digital Business: Create an Authentic Experience in the Peer-to-Peer Economy”
1 2 3 4 5
Customer
Loyalty
Marketplace
Choices
1
2
3
4
5
1960 1980 2000 2020
Digitally Born Companies Disrupt all Industries
IoT
Data
Science
Social
Mobile
Cloud
of customer data
has been analyzed
< 200%1
Your company Your customers
billion smart devices
by 2020
“Only 20% of our Customers are profitable…”
Revenue
Number of Customers
#1 Keep the right level of engagement with key
customers
#2 Identify and develop high potential customers
#3 Serve and manage the less spending majority in
a cost effective way
Traditional companies are facing a transformation challenge
How can we manage our Customers
over Digital and Traditional Channels?
Key Performance Indicators
 Customer Experience
 Market Share
 Profitability
Build, Manage, and Maintain the Customer Profile(s)
• Name
• Mobile
• Company
• Family
• Private Email
• Company Email
• Facebook handle
• Twitter handle
• Username
• Credit Card Number
• AppleID
Individual – Family Member – Community Member – Corporate Role
Connect all Digital and Manual touch points
Public Web My Pages Email SMS Mobile App Social Media Community
Connected
Devices
Retail
Field
Sales
Inside
Sales
Contact
Center
Tele
Marketing
Concept
Store
Field
Service
Partners
“You have to be totally connected to anyone who touches your brand…”
Angela Ahrendts, former CEO Burberry
• Name
• Mobile
• Company
• Family
• Private Email
• Company Email
• Facebook handle
• Twitter handle
• Username
• Credit Card Number
• AppleID
Create 1 to 1 Customer Journeys across All Touch
Points
Introducing Marketing Cloud Connect
Build Journeys for Every Cloud
Sales journeys, service journeys,
any journey
Point and Click Integration
Integrate in just a few clicks
Continuous Data Sync
Keep any standard or custom
objects synchronized with
Marketing Cloud
NEW
Email
Social
Advertising
Website
Mobile
Devices
Marketing Cloud Connect
DEMO
MC Connect DEMO
Customer experience is
more than marketing…
Customer Service Effort Drives Disloyalty
1.00 x
3.97 x
More
Loyal
More
Disloyal
Drivers of Disloyalty
 Repeat contacts
 Channel switching
 Transfer
 Repeating information
 Generic service
 Policies and processes customers
have to endure
 “Hassle factor”
Source: CEB Analysis
Customer Effort
The Business Case for the Effortless Experience
94%
Low Effort High Effort
Repurchase
4%
Low Effort High Effort
Increased
Spend
88%
4%
Low Effort High Effort
Negative
Word of
Mouth 1%
81%
Overall Disloyalty
Low Effort High Effort
9%
96%
Source: CEB Analysis
150 times/day
What does your mobile
moment look like?
Mobile Moment
DEMO
Action
Data-driven actions
where you work
Data
Any data, from any
source, on every device
Insight
Answers for every
business user
Ensure visibility across all external touch points and
internal functions
Actionable Analytics for Salesforce Customers
Wave Analytics AppsWave Analytics Platform
NEW
Service Wave Analytics
DEMO
SUMMARY – Key Salesforce Capabilities
• Build, manage, and maintain the
Customer Profile(s)
• Connect all Digital and Manual touch
points
• Create 1 to 1 Customer Journeys
across every channel
• Empower Customer Service with
Faster Support and Smarter Apps
• Ensure visibility and real time
analytics across all touch points with
Wave
Public
Web
My
Pages
Email SMS
Mobile
App
Social
Media
Communi
ty
Connecte
d Devices
Retail
Field
Sales
Inside
Sales
Contact
Center
Tele
Marketing
Concept
Store
Field
Service
Other
Partners
Know Me – Be Relevant – Effortless Experiences
Point and Click Integrations – Across Every Cloud – Continuous Data Sync
Thank You!

Customer Experience Breakout Session - Dreamforce to You

  • 1.
    Managing Customer Experience overDigital and Traditional Channels Enri Bimbashi Simon Kelly
  • 2.
    It’s All AboutCustomer Experience Customers are increasingly switching providers due to poor customer experience of the Fortune 500 firms from 2000 no longer exist 52% Source: Ray Wang, “Disrupting Digital Business: Create an Authentic Experience in the Peer-to-Peer Economy” 1 2 3 4 5 Customer Loyalty Marketplace Choices 1 2 3 4 5 1960 1980 2000 2020
  • 3.
    Digitally Born CompaniesDisrupt all Industries IoT Data Science Social Mobile Cloud of customer data has been analyzed < 200%1 Your company Your customers billion smart devices by 2020
  • 4.
    “Only 20% ofour Customers are profitable…” Revenue Number of Customers #1 Keep the right level of engagement with key customers #2 Identify and develop high potential customers #3 Serve and manage the less spending majority in a cost effective way Traditional companies are facing a transformation challenge
  • 5.
    How can wemanage our Customers over Digital and Traditional Channels? Key Performance Indicators  Customer Experience  Market Share  Profitability
  • 6.
    Build, Manage, andMaintain the Customer Profile(s) • Name • Mobile • Company • Family • Private Email • Company Email • Facebook handle • Twitter handle • Username • Credit Card Number • AppleID Individual – Family Member – Community Member – Corporate Role
  • 7.
    Connect all Digitaland Manual touch points Public Web My Pages Email SMS Mobile App Social Media Community Connected Devices Retail Field Sales Inside Sales Contact Center Tele Marketing Concept Store Field Service Partners “You have to be totally connected to anyone who touches your brand…” Angela Ahrendts, former CEO Burberry • Name • Mobile • Company • Family • Private Email • Company Email • Facebook handle • Twitter handle • Username • Credit Card Number • AppleID
  • 8.
    Create 1 to1 Customer Journeys across All Touch Points Introducing Marketing Cloud Connect Build Journeys for Every Cloud Sales journeys, service journeys, any journey Point and Click Integration Integrate in just a few clicks Continuous Data Sync Keep any standard or custom objects synchronized with Marketing Cloud NEW Email Social Advertising Website Mobile Devices
  • 9.
  • 10.
  • 11.
    Customer experience is morethan marketing…
  • 13.
    Customer Service EffortDrives Disloyalty 1.00 x 3.97 x More Loyal More Disloyal Drivers of Disloyalty  Repeat contacts  Channel switching  Transfer  Repeating information  Generic service  Policies and processes customers have to endure  “Hassle factor” Source: CEB Analysis Customer Effort
  • 14.
    The Business Casefor the Effortless Experience 94% Low Effort High Effort Repurchase 4% Low Effort High Effort Increased Spend 88% 4% Low Effort High Effort Negative Word of Mouth 1% 81% Overall Disloyalty Low Effort High Effort 9% 96% Source: CEB Analysis
  • 15.
  • 16.
    What does yourmobile moment look like?
  • 18.
  • 19.
    Action Data-driven actions where youwork Data Any data, from any source, on every device Insight Answers for every business user Ensure visibility across all external touch points and internal functions
  • 20.
    Actionable Analytics forSalesforce Customers Wave Analytics AppsWave Analytics Platform NEW
  • 21.
  • 22.
    SUMMARY – KeySalesforce Capabilities • Build, manage, and maintain the Customer Profile(s) • Connect all Digital and Manual touch points • Create 1 to 1 Customer Journeys across every channel • Empower Customer Service with Faster Support and Smarter Apps • Ensure visibility and real time analytics across all touch points with Wave Public Web My Pages Email SMS Mobile App Social Media Communi ty Connecte d Devices Retail Field Sales Inside Sales Contact Center Tele Marketing Concept Store Field Service Other Partners Know Me – Be Relevant – Effortless Experiences Point and Click Integrations – Across Every Cloud – Continuous Data Sync
  • 23.

Editor's Notes

  • #2 Before we start – how many of you are working in Marketing? In Sales? Customer Service? Digital Channels?
  • #3 - 50% of the Fortune 500 companies 15 years ago no longer exist This is how customers are choosing providers - These customers are up for grabs Your product is only as good as the customer experience you provide - Customer experience has overtaken price and product as the key brand differentiator
  • #4 - Cloud, Mobile, and Social has revolutionized our daily lives Customers are connected to more apps and products than ever before By 2020 there will be 200 Billion connected products = 26 smart objects for every human on earth The new players that are now emerging where born in this digitally connected world Look at the success of companies like Spotify, Netflix, AirBnB, and Uber Existing players will have to transform and adapt to stay competitive
  • #5 The companies we work with all tell the same story: We have to become digital to survive We have to maintain our key customers that represents so much of ongoing revenue, and We have to invest in finding and growing the high potential customers The big challenge is the transformation of the long tail to digital relationships We cannot afford to keep working with customers like we used to And many customers don’t want to call or contact center or visit the offices
  • #6 The key question for today’s session: How do we do it? How can Salesforce help us succeed? How can we improve Customer Experience, while growing and increasing our profit margin?
  • #9 46
  • #10 slide 38
  • #11 slide 38
  • #12 slide 38
  • #13 slide 38
  • #19 slide 38
  • #21 Speak to Salesforce customers in the audience (Sales Cloud and Service Cloud users)
  • #22 slide 38
  • #24 slide 38