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CustomerSat™10
Enterprise Feedback Manager

Don’t Just Listen. Act.




Copyright © 2008 MarketTools, Inc. All Rights Reserved. These materials may not
be reproduced without permission from MarketTools, Inc.
Traditional approaches to manage
customer satisfaction are of limited value
 Why?

 Too slow: The cycle time between identifying an individual customer
 issue or concern and acting on it using conventional survey methods is too
 long…which leaves your back door
 wide open for your competitors
                                                                                           Collecting
 Too generic: aggregated feedback makes                                                    feedback is
 it impossible to solve individual issues                                                  not enough…

 Too little: Only a part of your customer
 population continues to take the trouble to
 give feedback

 and most importantly…                                                                     …you need to act on it too!
                                                                                                                                        Source: eVergance October 2008



 Which is why you need a process to turn real time feedback into actions!
 Potential Benefits:
 • Save at risk customers and their recurring revenue                                                                     Kudos                Employee                  Reinforce
                                                                                                              Positive
                                                                                                                                                                         customer
 • Gain visibility into competitive strengths and weaknesses                                                              Alerts               Recognition
                                                                                                                                               & Reward                  centric
                                                                                                                                                                         behaviours
 • Pinpoint & promptly address critical service & product quality issues
 • Identify key drivers in satisfaction to keep customers for life                                                                                                                      Improved
                                                                                                                                                                                        Customer
 • Generate new revenue by uncovering leads from customers & partners                                                                                                                   Experience

 • Leverage advocates to drive references, case studies and sales
 • Share insights across the organization and reduce silos of feedback
                                                                                                              negative    Action                 Service
 • Better recognize, reward and coach teams and individuals                                                               Alerts                 Recovery
                                                                                                                                                                      Resolve
                                                                                                                                                                      customer
                                                                                                                                                                      issues exceed
                                                                                                                                                                      customer
                                                                                                                                                                      expectations


                               A MarketTools company.   © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.   2
Actionable: ROI Exceeds 100% per Year

   Honeywell retained millions of dollars
   by identifying & fixing satisfaction issues



                                                                                                    After 6 Months…
2,000 Customers
                                                            Surveys
                                                                                              Pilot                                 Control
 Pilot       Control                                          Action                         Group                                  Group
                                                              Mgmt
Group        Group                                                                     40% fewer                                      No
                                                                                      cancellations                                  Change



         A MarketTools company.   © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.   3
CustomerSat in a nutshell

                                                                                                             CRM Connect 180                                   Market Sample,
                                                            Design Survey                                3 On Demand Uploads                                   via True Sample
      1 Design, Setup & Program

                                                            Sampling
                                                                                                             Customer Sample
                                                                                                          2 Upload Variables
                                                            Quota Management

                                                                                                         4      Invitation
                                                            Mailer Services
                                                                                                         5     Response
                                                            Bounce Management

                                              6
                                                            Feedback Analytics
                                                                                                         7
                                                            Action Management




                                                      8                  Manage Detractors

                                                          Convert Neutrals to Promoters

                                                     Convert Promoters to Advocates




               A MarketTools company.   © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.   4
Leverage the Most Comprehensive Offering

> Complete end-to-end solutions from a single vendor
                                                                                               Easily Import

                                                                                                          Cross-Survey Roll-Up
                    Sample Management

                                        Deployment Options




                                                                                                                                                                                                             Integration Options
  Import Contacts




                                                                                                           Analytics & Reporting

                                                               Customer                    Partner     Support     Win-Loss                                                     Employee
                                                               Experience                 Experience Transactions Intelligence                                                  Experience



                                                                                                            Action Management




                                                             A MarketTools company.   © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.                5
Gather Feedback From Any Experience

> From Customer to Employee…
    > Gather relationship or transactional feedback
    > Analyze & Report on results
    > Study linkages across multiple surveys

                                            Cross-Survey Roll-Up

                                            Analytics & Reporting

      Customer              Partner                       Support                     Win-Loss                     Employee
      Experience           Experience                   Transactions                 Intelligence                  Experience



                                             Action Management




         A MarketTools company.   © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.   6
Act on Feedback Across All Departments

> Route feedback to the right hands…
    > Send complaints to supervisors
    > Reward employees who received kudos
    > Forward references and sales leads

                                            Cross-Survey Roll-Up

                                            Analytics & Reporting

      Customer               Partner                      Support                      Win-Loss                   Employee
      Experience            Experience                  Transactions                  Intelligence                Experience



                                             Action Management
                                  Resolve                                              Kudos &
                                   Issues                                               Leads


         A MarketTools company.   © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.   7
Combine EFM Data with Scorecards & Portals

> Merge your CustomerSat data with corporate data
     > Consolidate satisfaction & operational data to drive
       informed business decisions



                                                                                                                               Balanced Scorecard
                                                                                                            Finance




                                                                                      Integration Options
                                                                                                            CSAT

                                                           Support
                                                         Transactions                                        CRM


                                                                                                              HR




          A MarketTools company.   © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.   8
Dashboards& Analytics: We Deliver Insights




        A MarketTools company.   © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.   9
Prioritise Actions with Driver Charts
> Improve/leverage the things that are important
                  Vulnerable…                                                                                                   Strategic Advantage…
              Top priority to improve                                                                                             Leverage and grow
 Importance




                     Weak..                                                                                                               Helpful...
                 but less critical                                                                                                      but doesn’t
                  to customers                                                                                                         drive renewals



                     A MarketTools company.
                                                          Satisfaction
                                              © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.   10
Drive Correct Behaviors: Positioning Charts

> Segment analysis shows strengths & weaknesses


                 Hostages                                                                                          Loyalists




                 Defectors                                                                                     Mercenaries




        A MarketTools company.   © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.   11
Action Management – Acting on Insight




 A MarketTools company.   © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.   12
Surveys Trigger Immediate Alerts

                                                                                                   1.         Low Score Received..
                                                                                                   2.         Alert Sent via Email
                                                                                                   3.         Instant Access to Survey




       A MarketTools company.   © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.   13
Keep Track of Actions




       A MarketTools company.   © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.   14
About MarketTools & CustomerSat
         Founded December 1997 (Acquired CustomerSat in April, 2008)

       Employees 600+ Worldwide
                             Global Corporations, Market Research Firms, Small and Medium-
 Broad Client Base
                             Sized Businesses and Individuals




 We Work with the
  Biggest Brands
    in B2B & B2C




                  Best-in-class Technology Platforms for MR and EFM
        Solutions Quality-Assured Global Panels & Communities
                  Research Expertise & Innovation

         Revenue >~$100 Million in 2008
            A MarketTools company.   © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.   15
For more information or
                                                 to discuss your own situation please contact me:
                                                                                         JeremyC@Markettools.com




A MarketTools company.   © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.   16

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Don\'t just listen - act

  • 1. CustomerSat™10 Enterprise Feedback Manager Don’t Just Listen. Act. Copyright © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc.
  • 2. Traditional approaches to manage customer satisfaction are of limited value Why? Too slow: The cycle time between identifying an individual customer issue or concern and acting on it using conventional survey methods is too long…which leaves your back door wide open for your competitors Collecting Too generic: aggregated feedback makes feedback is it impossible to solve individual issues not enough… Too little: Only a part of your customer population continues to take the trouble to give feedback and most importantly… …you need to act on it too! Source: eVergance October 2008 Which is why you need a process to turn real time feedback into actions! Potential Benefits: • Save at risk customers and their recurring revenue Kudos Employee Reinforce Positive customer • Gain visibility into competitive strengths and weaknesses Alerts Recognition & Reward centric behaviours • Pinpoint & promptly address critical service & product quality issues • Identify key drivers in satisfaction to keep customers for life Improved Customer • Generate new revenue by uncovering leads from customers & partners Experience • Leverage advocates to drive references, case studies and sales • Share insights across the organization and reduce silos of feedback negative Action Service • Better recognize, reward and coach teams and individuals Alerts Recovery Resolve customer issues exceed customer expectations A MarketTools company. © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc. 2
  • 3. Actionable: ROI Exceeds 100% per Year Honeywell retained millions of dollars by identifying & fixing satisfaction issues After 6 Months… 2,000 Customers Surveys Pilot Control Pilot Control Action Group Group Mgmt Group Group 40% fewer No cancellations Change A MarketTools company. © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc. 3
  • 4. CustomerSat in a nutshell CRM Connect 180 Market Sample, Design Survey 3 On Demand Uploads via True Sample 1 Design, Setup & Program Sampling Customer Sample 2 Upload Variables Quota Management 4 Invitation Mailer Services 5 Response Bounce Management 6 Feedback Analytics 7 Action Management 8 Manage Detractors Convert Neutrals to Promoters Convert Promoters to Advocates A MarketTools company. © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc. 4
  • 5. Leverage the Most Comprehensive Offering > Complete end-to-end solutions from a single vendor Easily Import Cross-Survey Roll-Up Sample Management Deployment Options Integration Options Import Contacts Analytics & Reporting Customer Partner Support Win-Loss Employee Experience Experience Transactions Intelligence Experience Action Management A MarketTools company. © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc. 5
  • 6. Gather Feedback From Any Experience > From Customer to Employee… > Gather relationship or transactional feedback > Analyze & Report on results > Study linkages across multiple surveys Cross-Survey Roll-Up Analytics & Reporting Customer Partner Support Win-Loss Employee Experience Experience Transactions Intelligence Experience Action Management A MarketTools company. © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc. 6
  • 7. Act on Feedback Across All Departments > Route feedback to the right hands… > Send complaints to supervisors > Reward employees who received kudos > Forward references and sales leads Cross-Survey Roll-Up Analytics & Reporting Customer Partner Support Win-Loss Employee Experience Experience Transactions Intelligence Experience Action Management Resolve Kudos & Issues Leads A MarketTools company. © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc. 7
  • 8. Combine EFM Data with Scorecards & Portals > Merge your CustomerSat data with corporate data > Consolidate satisfaction & operational data to drive informed business decisions Balanced Scorecard Finance Integration Options CSAT Support Transactions CRM HR A MarketTools company. © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc. 8
  • 9. Dashboards& Analytics: We Deliver Insights A MarketTools company. © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc. 9
  • 10. Prioritise Actions with Driver Charts > Improve/leverage the things that are important Vulnerable… Strategic Advantage… Top priority to improve Leverage and grow Importance Weak.. Helpful... but less critical but doesn’t to customers drive renewals A MarketTools company. Satisfaction © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc. 10
  • 11. Drive Correct Behaviors: Positioning Charts > Segment analysis shows strengths & weaknesses Hostages Loyalists Defectors Mercenaries A MarketTools company. © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc. 11
  • 12. Action Management – Acting on Insight A MarketTools company. © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc. 12
  • 13. Surveys Trigger Immediate Alerts 1. Low Score Received.. 2. Alert Sent via Email 3. Instant Access to Survey A MarketTools company. © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc. 13
  • 14. Keep Track of Actions A MarketTools company. © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc. 14
  • 15. About MarketTools & CustomerSat Founded December 1997 (Acquired CustomerSat in April, 2008) Employees 600+ Worldwide Global Corporations, Market Research Firms, Small and Medium- Broad Client Base Sized Businesses and Individuals We Work with the Biggest Brands in B2B & B2C Best-in-class Technology Platforms for MR and EFM Solutions Quality-Assured Global Panels & Communities Research Expertise & Innovation Revenue >~$100 Million in 2008 A MarketTools company. © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc. 15
  • 16. For more information or to discuss your own situation please contact me: JeremyC@Markettools.com A MarketTools company. © 2008 MarketTools, Inc. All Rights Reserved. These materials may not be reproduced without permission from MarketTools, Inc. 16