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Fueling Customer Service in
Higher Ed with Data Confidence
November 19, 2019
Housekeeping
• 45-minute presentation with Q&A at the end
• Type questions into the "question box" to
submit them throughout the presentation
• We'll send a copy of the deck and recording
of the webinar in follow-up emails after the
event
#LearningWithBrainSell
About BrainSell
• Founded in 1994
• A growth enablement company
• We help companies thrive by solving their
business challenges with guidance and
technology.
• Specialize in Customer Service, CRM,
Business Intelligence, ERPand Marketing
Automation technologies
#LearningWithBrainSell
Agenda
 Introduction
 Zendesk Data Challenges Study
 University of Louisville New Department
 Data Confidence: Our Story
 Next Steps for University of Louisville
 Live Q&A
#LearningWithBrainSell
Presenters
Kim Towle
CX and Service Strategist
Zendesk
Melissa Shuter
Executive Director of Operations Support Services
University of Louisville
#LearningWithBrainSell
Introduction to Zendesk
 Customer engagement platform
 Omni-channel support
 Clear and concise views of what
it happening in the business
 Data to drive satisfaction
Trends in Service
• Automation and self-service are
changing the role of Service
• Data is driving Human Centered
Interactions
o Tear down the silos
o Empower teams with information and
insight
• Service journey becoming #1 Priority
o Know me
o Value me
o Predict and Understand my needs
Better Data = Better Service
• Analytics reporting to gauge success of
efforts and objectively understand what
areas need improvement
• These metrics typically include:
o CSAT
o NPS
o FCR
o % One Touch
o SLAs in Contact Centers and Business
Operations
Better Data = Better Service
• High metrics usage vs. low metrics usage
• We looked at some key performance metrics for each group and
attempted to answer this question: Do companies that better utilize
analytics outperform those who don’t in the above stated metrics?
• If a company’s total dashboard tab executions was above the median
number, they were considered high usage
Measuring Performance = Big Dividends
Accounts in the high analytics usage group based on the number of
dashboard views per month show:
 1.6% higher satisfaction ratings
 12% lower first reply times
 16% lower full resolution times
 4.4% more one-touch responses on tickets.
What is measured truly does improve service levels
Dashboard to Monitor Performance
• High-usage customers have:
• Higher satisfaction ratings
• Faster response and resolution times
• A greater proportion of one-touch
tickets
• High-usage companies are:
• Making good decisions
• Creating dashboards to complement
their support improvement processes
How University of Louisville is
Fueling Customer Service with
Data Confidence
Standing up a New Department
Driven by technology and data, University of Louisville Business
Operations delivers a new approach to the key processes and
transactional systems that allow us to conduct administrative and
business actions.
We focus on providing responsive digital methods of working while
maintaining the highest level of customer service.
Customer Service/
Quality Improvement
Human Resources
Functional Team
Finance
Functional Team
Business Operations Processes & SLAs Need to be Improved
2017
A NEW DEPARTMENT
WAS BORN & A
CUSTOMER
RELATIONSHIP
MANAGEMENT TOOL
WAS NEEDED
ASSESSED OPTIONS &
LEVERAGED TRIAL
SPRING
2017
JULY
2017
GO LIVE FOR TICKETS IN
CUSTOMER SERVICE
LAUNCHED TALK
JAN.
2018
JULY
2018
LEVERAGED
COLLABORATION TO
BRING FULL TEAM ONTO
ZENDESK TICKET
MANAGEMENT
KNOWLEDGE BASE
BUILDOUT BEGAN
DEC.
2018
AUG.
2019
LAUNCHED INTERNAL
SLAS
LAUNCHED
KNOWLEDGE BASE
OCT.
2019
University of Louisville Data Tells the Story
 Direct feedback
 Topical volumes
 Responsive design
Telling our Story with Data - Dashboards
Time slice data
Telling our Story with Data - Dashboards
Telling our Story with Data - Dashboards
Phone
Telling our Story with Data – Direct Feedback
 Satisfaction
 Helpful Content Measures
 User Comments
Telling our Story with Data – Direct Feedback
Satisfaction
Telling our Story with Data – Direct Feedback
Satisfaction
Telling our Story with Data – Direct Feedback
Helpful Content Measures
Follow comments on
knowledge base articles
Quickly feedback if
article is helpful
Telling our Story with Data – Direct Feedback
User Comments
Telling our Story with Data – Direct Feedback
User Comments Dashboard
Telling our Story with Data
Responsive Design
Knowledge base driven website
• Content controlled locally
• Articles ordered by priority or by demand
• Highlights recent activity
Telling our Story with Data
Consistent Response
• Knowledge base articles available only
to agents (locked articles)
• Ticket macros/scripts for consistent
data to customers
Knowledge base
Telling our Story with Data – Topical Volumes
Searches
Telling our Story with Data
Topical Volumes by Groups
Next Steps Driven by Data
Service level
agreements
• Improve by 15%
• Explore
additional SLAs to
guide service
New website/
Knowledge Base
• Aiming to deflect
10%
• Exploring AI &
Guidance
Q&A
#LearningWithBrainSell
Thank You For Attending!
Schedule a customized demo of
Zendesk
sales@brainsell.net
(866) 356-2654
www.brainsell.net
Follow us on Twitter: @BrainSell
#LearningWithBrainSell

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How to Fuel Customer Service in Higher Education with Zendesk

  • 1. Fueling Customer Service in Higher Ed with Data Confidence November 19, 2019
  • 2. Housekeeping • 45-minute presentation with Q&A at the end • Type questions into the "question box" to submit them throughout the presentation • We'll send a copy of the deck and recording of the webinar in follow-up emails after the event #LearningWithBrainSell
  • 3. About BrainSell • Founded in 1994 • A growth enablement company • We help companies thrive by solving their business challenges with guidance and technology. • Specialize in Customer Service, CRM, Business Intelligence, ERPand Marketing Automation technologies #LearningWithBrainSell
  • 4. Agenda  Introduction  Zendesk Data Challenges Study  University of Louisville New Department  Data Confidence: Our Story  Next Steps for University of Louisville  Live Q&A #LearningWithBrainSell
  • 5. Presenters Kim Towle CX and Service Strategist Zendesk Melissa Shuter Executive Director of Operations Support Services University of Louisville #LearningWithBrainSell
  • 6. Introduction to Zendesk  Customer engagement platform  Omni-channel support  Clear and concise views of what it happening in the business  Data to drive satisfaction
  • 7. Trends in Service • Automation and self-service are changing the role of Service • Data is driving Human Centered Interactions o Tear down the silos o Empower teams with information and insight • Service journey becoming #1 Priority o Know me o Value me o Predict and Understand my needs
  • 8. Better Data = Better Service • Analytics reporting to gauge success of efforts and objectively understand what areas need improvement • These metrics typically include: o CSAT o NPS o FCR o % One Touch o SLAs in Contact Centers and Business Operations
  • 9. Better Data = Better Service • High metrics usage vs. low metrics usage • We looked at some key performance metrics for each group and attempted to answer this question: Do companies that better utilize analytics outperform those who don’t in the above stated metrics? • If a company’s total dashboard tab executions was above the median number, they were considered high usage
  • 10. Measuring Performance = Big Dividends Accounts in the high analytics usage group based on the number of dashboard views per month show:  1.6% higher satisfaction ratings  12% lower first reply times  16% lower full resolution times  4.4% more one-touch responses on tickets. What is measured truly does improve service levels
  • 11. Dashboard to Monitor Performance • High-usage customers have: • Higher satisfaction ratings • Faster response and resolution times • A greater proportion of one-touch tickets • High-usage companies are: • Making good decisions • Creating dashboards to complement their support improvement processes
  • 12. How University of Louisville is Fueling Customer Service with Data Confidence
  • 13. Standing up a New Department Driven by technology and data, University of Louisville Business Operations delivers a new approach to the key processes and transactional systems that allow us to conduct administrative and business actions. We focus on providing responsive digital methods of working while maintaining the highest level of customer service. Customer Service/ Quality Improvement Human Resources Functional Team Finance Functional Team
  • 14. Business Operations Processes & SLAs Need to be Improved 2017 A NEW DEPARTMENT WAS BORN & A CUSTOMER RELATIONSHIP MANAGEMENT TOOL WAS NEEDED ASSESSED OPTIONS & LEVERAGED TRIAL SPRING 2017 JULY 2017 GO LIVE FOR TICKETS IN CUSTOMER SERVICE LAUNCHED TALK JAN. 2018 JULY 2018 LEVERAGED COLLABORATION TO BRING FULL TEAM ONTO ZENDESK TICKET MANAGEMENT KNOWLEDGE BASE BUILDOUT BEGAN DEC. 2018 AUG. 2019 LAUNCHED INTERNAL SLAS LAUNCHED KNOWLEDGE BASE OCT. 2019
  • 15. University of Louisville Data Tells the Story  Direct feedback  Topical volumes  Responsive design
  • 16. Telling our Story with Data - Dashboards Time slice data
  • 17. Telling our Story with Data - Dashboards
  • 18. Telling our Story with Data - Dashboards Phone
  • 19. Telling our Story with Data – Direct Feedback  Satisfaction  Helpful Content Measures  User Comments
  • 20. Telling our Story with Data – Direct Feedback Satisfaction
  • 21. Telling our Story with Data – Direct Feedback Satisfaction
  • 22. Telling our Story with Data – Direct Feedback Helpful Content Measures Follow comments on knowledge base articles Quickly feedback if article is helpful
  • 23. Telling our Story with Data – Direct Feedback User Comments
  • 24. Telling our Story with Data – Direct Feedback User Comments Dashboard
  • 25. Telling our Story with Data Responsive Design Knowledge base driven website • Content controlled locally • Articles ordered by priority or by demand • Highlights recent activity
  • 26. Telling our Story with Data Consistent Response • Knowledge base articles available only to agents (locked articles) • Ticket macros/scripts for consistent data to customers Knowledge base
  • 27. Telling our Story with Data – Topical Volumes Searches
  • 28. Telling our Story with Data Topical Volumes by Groups
  • 29. Next Steps Driven by Data Service level agreements • Improve by 15% • Explore additional SLAs to guide service New website/ Knowledge Base • Aiming to deflect 10% • Exploring AI & Guidance
  • 31. Thank You For Attending! Schedule a customized demo of Zendesk sales@brainsell.net (866) 356-2654 www.brainsell.net Follow us on Twitter: @BrainSell #LearningWithBrainSell

Editor's Notes

  1. Ali to give welcome. Hello and welcome, everyone! Happy Tuesday! Thank you for joining us for today’s webinar. My name is Ali Lipman and I’m the Customer Success Manager at BrainSell. Today we will be exploring how colleges and universities can leverage technology to improve the service experience for students, faculty and staff.
  2. Ali to walk through housekeeping But before we dive in, let’s take care of some housekeeping. If you have any questions during the presentation, please type them into the question box in your control panel. I’ll bring them up during the discussion and we’ll also save some time for questions at the end. Additionally this session is being recorded and we will share it with you via email. You can expect to see it in your inbox likely tomorrow morning.
  3. Ali to give brief overview of BrainSell
  4. Ali to run through Agenda
  5. Ali to introduce Kim and Melissa and transition to Kim. Brainsell helped University of Louisville create a platform to service students, faculty, and staff using Zendesk to perform the management requests, meetings SLA’s, and driving their back-office operations in several departments with data.
  6. Hand it off to Kim
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  12. Kim to transition to Melissa Mention other ways customers in higher ed are using Zendesk (student housing, athletics, alumni, housing, and other areas).
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  30. Ali to ask questions to Kim and Melissa questions How hard was it to implement Zendesk? Is there an onboarding program? How much does Zendesk cost?
  31. Ali to wrap it up