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HOUSEKEEPING!
This session is being recorded and each of you will
receive a copy of the recording and the slides. !
!
Please chat any questions using the chat window,
questions will be addressed during Q&A.!
!
To join the conversation on Twitter, use #Q_Webinar!
INTRODUCTIONS!
NEIL WIELOCH!
Director of Marketing !
Strategy and Insight !
1-800 CONTACTS!
RYAN NELSEN!
Product Marketing!
QUALTRICS!
THOMAS ROHRER!
Marketing, Data and
Insights!
1-800 CONTACTS!
Companies who
believe they provide a
superior experience
80%
Companies whose
customers agree
8%
Do You
Know How
Your
Customers
Really Feel?
72% Delivery Gap
Source: Bain & Company
Does it have something to do with wanting to
lead meaningful change?!
WHY ARE WE HERE?
Leading meaningful change is often inhibited by:!
!
The role of analytics!
–  Focus on reporting (rather than implementation)!
–  Tendency to aggregate people (“the customer” as an entity)!
!
The structure of organizations!
–  Reward adherence to specific roles and tasks!
–  Focus on efficiencies and financial ROI!
–  Marketing tends to be “one step removed” from customers!
!
As a result, actual direct and meaningful human interaction is
neglected!
THE CHALLENGES:
1-800 CONTACTS is inherently a highly human-centric company.!
THE GOOD NEWS
Resource text goes here
“Customer	
  reten,on	
  is	
  
what	
  drives	
  us.	
  	
  The	
  real	
  
value	
  in	
  this	
  business	
  is	
  
the	
  reputa,on	
  we	
  build.	
  	
  
Contact	
  lenses	
  are	
  just	
  
the	
  product	
  we	
  deliver.	
  	
  
What	
  we	
  really	
  sell	
  is	
  
service.”	
  
OUR STORY
We created meaningful change!
Responsive Analytics!
!
A brand-building tactic designed to:!
–  Increase direct and meaningful connections with customers!
–  Reinforce a culture of helpfulness!
–  Generate internal and external excitement around what
“makes us feel good”!
HOW’D WE DO IT?
RESPONSIVE ANALYTICS
(-­‐)	
  
(+)	
  
COLLECT	
  
CUSTOMER	
  
INPUT	
  
IDENTIFY	
  
OPPORTUNITY	
  
ISSUE	
  TO	
  
RESOVE	
  
SURPRISE	
  
&	
  DELIGHT	
  
DIRECT	
  
HUMAN	
  
RESPONSE	
  
BUILD	
  EXCITEMENT	
  &	
  DESIRE	
  FOR	
  MORE	
  (VIBE/”MOJO”)	
  
LISTEN	
  &	
  
SOLVE	
  
KNOCK	
  
OFF	
  THEIR	
  
SOCKS	
  
RECORD	
  
INTERACTION	
  
TRACK	
  
CHANGES	
  IN	
  
SATISFACTION	
  
COLLECT	
  
GREAT	
  
STORIES	
  
SHARE	
  
INTERNALLY	
  
PART I:
HACKING AT THE STRUCTURAL LEVEL
CO-CREATING NEW, MEANINGFUL “THINGS”
•  Streamlined phone & web into one survey!
•  Updated the QNR!
–  Five areas of satisfaction!
–  All three channels (phone, web and app)!
–  Previous purchase location and pricing perceptions!
–  Emotional satisfaction variables!
–  Buyer-type segmentation (just added)!
•  Increased the sample!
–  From n=1,000 to n=5,000/mo.!
•  Programmed mobile version!
HACKING
THE SURVEY INSTRUMENT
•  Linked key customer variables to final data table!
–  Exported key customer variables through Unica!
–  Utilized Qualtrics’ embedded data capabilities (in Survey Flow) to include
these fields!
•  Fed Qualtrics data directly to our DW!
•  Closed the loop for direct response to dissatisfied customers!
–  Generated trigger!
–  Sent emails directly to our C&C call center!
–  Created follow-up app to track our responses and any changes in
customer sentiment!
HACKING
OUR CUSTOMER INTELLIGENCE
•  13-page to 53-page!
•  Highly visual report!
•  Analyzed into usable categories:!
–  All three channels!
–  New/repeat and new/repeat by channel!
–  Meaningful segments (e.g. category tenure, last purchase location, buyer types)!
HACKING
OUR REPORT OUTPUT
HACKING
OUR REPORT OUTPUT
Specific data points directly trackable to individual customer behaviors (root cause)!
ORGANIZATIONAL
IMPACT OF HACKING
Marke@ng	
  
Connect	
  w/	
  
customers	
  
Call	
  Center	
  
Performance	
  
tracking	
  
Cust	
  Care	
  
Address	
  
issues	
  
Data	
  Whs	
  
CustID	
  &	
  
behavior	
  
CUSTOMERS	
  
eComm	
  
Web	
  	
  
issues	
  
DC	
  
Shipping	
  
issues	
  
•  Data is divided
according to
meaningful and
actionable categories!
!
•  Each data point is
directly linked to
specific customer and
their specific behaviors
(for root cause
diagnoses rather than
general trends) !
PART II:
HACKING AT THE PERSONAL LEVEL
CO-CREATING TRANSFORMATIVE EXPERIENCES
Ø  Every NPS Survey should include the question
“Is there anything we can do to make your
experience better?”!
--Fred Reichheld!
!
!
#QSUMMIT14
KEY TAKEAWAYS
EMAIL TRIGGERS
!
Satisfaction = Reality – Expectations!
--Jonathan Coon, Founder of 1 800 contacts®!
EMAIL TRIGGERS
Satisfaction = Reality – Expectations!
Ø  If the reality of your experience exceeds your expectations,
your satisfaction level will be high!
Ø  If the reality of your experience does not exceed your
expectations, your satisfaction level will be low!
Ø  Every NPS Survey should include the question
“Is there anything we can do to make your
experience better?”!
--Fred Reichheld!
!
!
Ø  Advanced Survey Creation Tips!
Breakout Session -- 2014!
!
#QSUMMIT14
KEY TAKEAWAYS
Email triggers allow you to get an email notification whenever a survey
response is received with conditions that you have specified.!
EMAIL TRIGGERS
EMAIL TRIGGERS
!
Trigger 1: Low Satisfaction Score + Comment!
!
Trigger 2: Any Satisfaction Score + Comment Key Words!
!
RESULTS ARE POSITIVE
Ø  “Wow! I didn’t expect a phone call
back from the survey.”!
Ø  “Thank you so much for following up!
I didn’t want to be a bother.”!
Ø  “You guys are awesome! I really
appreciate you taking the time to say
something back.”!
RESULTS ARE POSITIVE
Unsatisfied! Satisfied!
BUT IT GETS BETTER
Satisfied! Raving Fans!
HOW CAN WE MAKE YOUR
EXPERIENCE BETTER?
“Ship a chocolate candy bar with the
order...or a coupon for a free chocolate
candy bar...or a milkshake!! No you
guys were awesome, doing everything
right!”!
HOW CAN WE MAKE YOUR
EXPERIENCE BETTER?
•  Absolute shock and delight!
•  Telling all his friends!
•  Never had a company treat him like
this before!
•  Gained a customer for life!
HOW CAN WE MAKE YOUR
EXPERIENCE BETTER?
Tom Selleck for
Janice!
Pizza Delivered to
Tim!
Steampunk Eye
Patch for Mike!
CUSTOMERS RESPONDING
POSITIVELY AND SOCIALLY
BEYOND THE SURVEY
A blanket for a
cancer patient!
Swag for the
incoming college
freshman!
A teddy bear for a
surgery patient!
BEYOND THE SURVEY
Hand-written Thank
You cards to new
customers!
•  “Nice touch sending me a personal,
handwritten card after my purchase. It
really made you stand out among the
rest!”!
•  “I loved getting a handwritten note!
What excellent customer service!”!
•  “I was blown away by the handwritten
thank you note I received. This simple
notion has secured my loyalty to this
company for years to come. Great
experience!” !
ADOPTING THE HACKER SPIRIT
The act of engaging in activities in a spirit of playfulness and exploration.!
!
- Wikipedia!
!
A hacker is one who enjoys the intellectual challenge of creatively
overcoming and circumventing limitations of systems and tries to extend
their capabilities.!
!
- Gehring, Verna (2004). The Internet in Public Life. Maryland: Rowman & Littlefield Publishers!
!
!
Hacking entails some form of excellence, for example, exploring the limits
of what is possible, thereby doing something exciting and meaningful. !
!
- Gnu.org – The Hacker Community and Ethics: An Interview with Richard M. Stallman.!
To co-create, and amplify human energies directed toward brand-
building :!
•  Be intentional!
–  Set your vision beyond specific tasks and roles (think about human connections)!
•  Leverage the strengths of the various “masters of their
domains” (research, insights & engagement)!
•  Be inspired/inspiring!
–  Think about creating and sharing stories!
•  Act as continuous editor!
–  Always ask each audience “so what?”!
HACKING IS LEADING CHANGE
Q&A
Learn more at:
https://www.qualtrics.com/vocalize/

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Hacking Your Customer Satisfaction Surveys to Drive Meaningful Results with 1800-Contacts and Quatlrics

  • 1.
  • 2. HOUSEKEEPING! This session is being recorded and each of you will receive a copy of the recording and the slides. ! ! Please chat any questions using the chat window, questions will be addressed during Q&A.! ! To join the conversation on Twitter, use #Q_Webinar!
  • 3. INTRODUCTIONS! NEIL WIELOCH! Director of Marketing ! Strategy and Insight ! 1-800 CONTACTS! RYAN NELSEN! Product Marketing! QUALTRICS! THOMAS ROHRER! Marketing, Data and Insights! 1-800 CONTACTS!
  • 4. Companies who believe they provide a superior experience 80% Companies whose customers agree 8% Do You Know How Your Customers Really Feel? 72% Delivery Gap Source: Bain & Company
  • 5. Does it have something to do with wanting to lead meaningful change?! WHY ARE WE HERE?
  • 6. Leading meaningful change is often inhibited by:! ! The role of analytics! –  Focus on reporting (rather than implementation)! –  Tendency to aggregate people (“the customer” as an entity)! ! The structure of organizations! –  Reward adherence to specific roles and tasks! –  Focus on efficiencies and financial ROI! –  Marketing tends to be “one step removed” from customers! ! As a result, actual direct and meaningful human interaction is neglected! THE CHALLENGES:
  • 7. 1-800 CONTACTS is inherently a highly human-centric company.! THE GOOD NEWS Resource text goes here “Customer  reten,on  is   what  drives  us.    The  real   value  in  this  business  is   the  reputa,on  we  build.     Contact  lenses  are  just   the  product  we  deliver.     What  we  really  sell  is   service.”  
  • 8. OUR STORY We created meaningful change!
  • 9. Responsive Analytics! ! A brand-building tactic designed to:! –  Increase direct and meaningful connections with customers! –  Reinforce a culture of helpfulness! –  Generate internal and external excitement around what “makes us feel good”! HOW’D WE DO IT?
  • 10. RESPONSIVE ANALYTICS (-­‐)   (+)   COLLECT   CUSTOMER   INPUT   IDENTIFY   OPPORTUNITY   ISSUE  TO   RESOVE   SURPRISE   &  DELIGHT   DIRECT   HUMAN   RESPONSE   BUILD  EXCITEMENT  &  DESIRE  FOR  MORE  (VIBE/”MOJO”)   LISTEN  &   SOLVE   KNOCK   OFF  THEIR   SOCKS   RECORD   INTERACTION   TRACK   CHANGES  IN   SATISFACTION   COLLECT   GREAT   STORIES   SHARE   INTERNALLY  
  • 11. PART I: HACKING AT THE STRUCTURAL LEVEL CO-CREATING NEW, MEANINGFUL “THINGS”
  • 12. •  Streamlined phone & web into one survey! •  Updated the QNR! –  Five areas of satisfaction! –  All three channels (phone, web and app)! –  Previous purchase location and pricing perceptions! –  Emotional satisfaction variables! –  Buyer-type segmentation (just added)! •  Increased the sample! –  From n=1,000 to n=5,000/mo.! •  Programmed mobile version! HACKING THE SURVEY INSTRUMENT
  • 13. •  Linked key customer variables to final data table! –  Exported key customer variables through Unica! –  Utilized Qualtrics’ embedded data capabilities (in Survey Flow) to include these fields! •  Fed Qualtrics data directly to our DW! •  Closed the loop for direct response to dissatisfied customers! –  Generated trigger! –  Sent emails directly to our C&C call center! –  Created follow-up app to track our responses and any changes in customer sentiment! HACKING OUR CUSTOMER INTELLIGENCE
  • 14. •  13-page to 53-page! •  Highly visual report! •  Analyzed into usable categories:! –  All three channels! –  New/repeat and new/repeat by channel! –  Meaningful segments (e.g. category tenure, last purchase location, buyer types)! HACKING OUR REPORT OUTPUT
  • 16. Specific data points directly trackable to individual customer behaviors (root cause)! ORGANIZATIONAL IMPACT OF HACKING Marke@ng   Connect  w/   customers   Call  Center   Performance   tracking   Cust  Care   Address   issues   Data  Whs   CustID  &   behavior   CUSTOMERS   eComm   Web     issues   DC   Shipping   issues   •  Data is divided according to meaningful and actionable categories! ! •  Each data point is directly linked to specific customer and their specific behaviors (for root cause diagnoses rather than general trends) !
  • 17. PART II: HACKING AT THE PERSONAL LEVEL CO-CREATING TRANSFORMATIVE EXPERIENCES
  • 18. Ø  Every NPS Survey should include the question “Is there anything we can do to make your experience better?”! --Fred Reichheld! ! ! #QSUMMIT14 KEY TAKEAWAYS
  • 19. EMAIL TRIGGERS ! Satisfaction = Reality – Expectations! --Jonathan Coon, Founder of 1 800 contacts®!
  • 20. EMAIL TRIGGERS Satisfaction = Reality – Expectations! Ø  If the reality of your experience exceeds your expectations, your satisfaction level will be high! Ø  If the reality of your experience does not exceed your expectations, your satisfaction level will be low!
  • 21. Ø  Every NPS Survey should include the question “Is there anything we can do to make your experience better?”! --Fred Reichheld! ! ! Ø  Advanced Survey Creation Tips! Breakout Session -- 2014! ! #QSUMMIT14 KEY TAKEAWAYS
  • 22. Email triggers allow you to get an email notification whenever a survey response is received with conditions that you have specified.! EMAIL TRIGGERS
  • 23. EMAIL TRIGGERS ! Trigger 1: Low Satisfaction Score + Comment! ! Trigger 2: Any Satisfaction Score + Comment Key Words! !
  • 24. RESULTS ARE POSITIVE Ø  “Wow! I didn’t expect a phone call back from the survey.”! Ø  “Thank you so much for following up! I didn’t want to be a bother.”! Ø  “You guys are awesome! I really appreciate you taking the time to say something back.”!
  • 26. BUT IT GETS BETTER Satisfied! Raving Fans!
  • 27. HOW CAN WE MAKE YOUR EXPERIENCE BETTER? “Ship a chocolate candy bar with the order...or a coupon for a free chocolate candy bar...or a milkshake!! No you guys were awesome, doing everything right!”!
  • 28. HOW CAN WE MAKE YOUR EXPERIENCE BETTER? •  Absolute shock and delight! •  Telling all his friends! •  Never had a company treat him like this before! •  Gained a customer for life!
  • 29. HOW CAN WE MAKE YOUR EXPERIENCE BETTER? Tom Selleck for Janice! Pizza Delivered to Tim! Steampunk Eye Patch for Mike!
  • 31. BEYOND THE SURVEY A blanket for a cancer patient! Swag for the incoming college freshman! A teddy bear for a surgery patient!
  • 32. BEYOND THE SURVEY Hand-written Thank You cards to new customers! •  “Nice touch sending me a personal, handwritten card after my purchase. It really made you stand out among the rest!”! •  “I loved getting a handwritten note! What excellent customer service!”! •  “I was blown away by the handwritten thank you note I received. This simple notion has secured my loyalty to this company for years to come. Great experience!” !
  • 33. ADOPTING THE HACKER SPIRIT The act of engaging in activities in a spirit of playfulness and exploration.! ! - Wikipedia! ! A hacker is one who enjoys the intellectual challenge of creatively overcoming and circumventing limitations of systems and tries to extend their capabilities.! ! - Gehring, Verna (2004). The Internet in Public Life. Maryland: Rowman & Littlefield Publishers! ! ! Hacking entails some form of excellence, for example, exploring the limits of what is possible, thereby doing something exciting and meaningful. ! ! - Gnu.org – The Hacker Community and Ethics: An Interview with Richard M. Stallman.!
  • 34. To co-create, and amplify human energies directed toward brand- building :! •  Be intentional! –  Set your vision beyond specific tasks and roles (think about human connections)! •  Leverage the strengths of the various “masters of their domains” (research, insights & engagement)! •  Be inspired/inspiring! –  Think about creating and sharing stories! •  Act as continuous editor! –  Always ask each audience “so what?”! HACKING IS LEADING CHANGE
  • 35.