SlideShare a Scribd company logo
The Three Keys to
CX Nirvana
Mark Josephson, CEO, Bitly
@markjosephson
image: golf.com
Agenda
Challenges we’re facing today
How we got here
What is a great CX & why it matters
Bright spots, best practices, & the future
SEP 2006
Facebook opens up
(outside of North American universities)
MAR 2007
Twitter adoption takes off after SXSW
JUN 2007
First iPhone is released
SEP 2008
First Android is
released
Consumer-centricity
The Trends
Fragmentation
@markjosephson
We are in the age of
Me, not We.
@markjosephson
Direct
45%
Facebook
47%
Twitter
7%YouTube, Reddit, LinkedIn
1%
Bitly’s Billions of Links
Customer
Business
blog
snapchat
sms
instagram
twitter
email
video
apple
facebook
google
NewVoiceMedia,
August 2016
$62B
cus tom er ex pe ri ence
GARTNER
Customer’s perceptions and related feelings
caused by the one-off and cumulative effect
of interactions with a supplier’s employees,
channels, or products.
noun
@markjosephson
UBIQUITY
CONSISTENCY
EMOTIONAL RESONANCE
@markjosephson
@markjosephson
“I expect you to be everywhere I am,
but only when I want you there.”
UBIQUITY
FAKE BEING EVERYWHERE
image : fellowshipoftheminds.com
@markjosephson
@markjosephson
CONSISTENCY
“I want a perfect experience
every time, without having to spell it out
for you every time.”
PERSONALIZE & STREAMLINE
@markjosephson
EMOTIONAL RESONANCE
“I expect you to make
me feel ________.”
@markjosephson
EMBRACE YOUR HUMANITY
@markjosephson
@markjosephson
Image: patriots.com
@markjosephson
thank you.
@markjosephson

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Mark Josephson - The Three Keys to CX Nirvana

Editor's Notes

  1. Intro / Image: Title Slide In a few hours the greatest football team of all time will be back on the field and I can’t wait to watch them. Still, I’m even more excited to be here with you today. But before I jump in let’s talk about the man who has led the Patriots to 201 victories over 17 seasons.
  2. Intro / Image: Bill Belichick How many of you recognize this man? Bill Belichick. Many pundits have tried to figure out his one secret to success. And the secret is this: there is no silver bullet. Belichick coaches every position. He bets on consistent performance and behavior on and off the playing field, across every member of the team. I promise there’s a point to my praise here. And I’ll make that point later. But what I hope to do today is make you as invincible as the Patriots in charting and executing your Customer Experience strategy.
  3. Intro / Image: Mark + the boys As you probably guessed I grew up in New England, now live in NJ and as you heard, I’ve been with Bitly for four years. How many of you know Bitly? How many of you use Bitly regularly? How many of you know it as more than a link shortener? What I do at Bitly is help marketers create great customer experience in fields as diverse as consumer products to financial services to publishing. (In fact I recognize several of our Bitly customers in the audience and speaking today. Hi!) And as it turns out, little links allow you to do the little things that really matter in the customer experience. And I’m here to talk about the small, almost imperceptible details in service to the customer’s experience.
  4. Intro / Image: Agenda We’ll look at the challenges brands are facing today in relating to customers and how we got here, what the key components of a great customer experience are and why it’s more important than ever to get it right. The second half of this talk will be about the bright spots in CX, best practices to implement with your teams and what trends you should prepare for in the near future. Let’s start with a quick modern history lesson
  5. Challenges / Image: timeline So, Facebook & Twitter were born in 2004 and 2006 respectively, but I want to take a microscope to just two years of tech history that marked seminal moments in the ways consumers behaved, and which forever changed how brands interacted with them. Sep 2006: Facebook opens up (outside of North American universities) Mar 2007: Twitter adoption takes off after SXSW Jun 2007: First iPhone is released Sep 2008: First Android is released This timeline demonstrates just how quickly mainstream social media and smartphones came into play and how they created a new paradigm for brands.
  6. Challenges / Image: The Trends Two trends emerged as a result and which have been accelerated in the past 10 years: consumer-centricity and fragmentation. They are affecting consumer relations at an exponential rate. Let’s take a deeper look.
  7. Consumer-Centricity / Image: Me, not We I was recently baffled to hear estimates from Samsung stating the average person will take 25K selfies in his or her lifetime. I couldn’t find a more perfect statistic to encapsulate the “age of Me, not We.” Mobile and bandwidth opened the door for consumers to have on-demand access to a company, on their own terms. Social made the individual matter on an unprecedented level. A single customer can be as influential as any brand, executive, celebrity, etc. The conditions became ripe for consumers to demand more personalization, and more say in how they are marketed to.
  8. Fragmentation / Image: Bitly breakdown Just to make it even more complicated, with this new paradigm shift to the empowered consumer, she becomes MORE CENTRAL to your efforts, but has become MORE ELUSIVE. Consumers are HARDER TO REACH. That’s because social and mobile also introduced multiple channels and devices that the consumer could be on, resulting in nearly ENDLESS PERMUTATIONS of the customer journey. To illustrate: We see over 9B clicks a month at Bitly. Yes, a ton are on FB, 47%. Twitter drives a little over 7% The rest of the social channels put together --Youtube, Reddit, LinkedIn-- drive less than a percent of clicks. But there is a huge figure - 46% - that is not on social at all. That’s direct, email, SMS, search, etc. On the platform side we can confirm what most stats out there show: Mobile is winning, but desktop still cannot be ignored
  9. The New Environment / Image: Maze So this is our new environment. You have less control. And more demands. And more channels. It seems like diminishing returns to have a strategy centered around CX when it will be different for each and every person. So why bother?
  10. What and Why of CX / Image: $62B stat CX is a buzzword, but I’m a numbers guy. We don’t need to revisit major brands’ PR nightmares caused by horrible customer experiences to convince you of its impact on a brand. It’s like a car crash: you see it happen, but you think “it’s never going to happen to us”. The truth is bad or inconsistent CX’s can chip away at your business even if you don’t have a PR fiasco: Companies lose more than $62 billion in revenue each year due to poor CX (NewVoiceMedia) 42 percent of Americans will stop shopping with a brand after only two bad service experiences. (VisionCritical 2015 study) How can we stop this from happening? How can we possibly prevent those two bad service experiences? As is often the case, the answer starts with the definition of the Customer Experience.
  11. What and Why of CX / Image: Gartner definition Gartner definition: Customer’s perceptions and related feelings caused by the one-off and cumulative effect of interactions with a supplier’s employees, channels, or products. Note the three components: Emotional resonance Consistency Ubiquity We need to break down and attack those components. Let’s start with that last one.
  12. Ubiquity / Image: Challenge statement: “I expect you to be everywhere I am, but only when I want you there.” How do you get to ubiquity in this fragmented world and with, presumably, limited resources? The good news is you can fake ubiquity.
  13. Ubiquity / Image: Mirror tricks, “Fake Being Everywhere” Step 1 to convincingly fake ubiquity: identify your priority audience and put them first. Where are they? What channels do they use? Where do they interact with brands? Step 2: Make a distinction between where your audience is and where they want you to be. Fake ubiquity without crossing over into creepy. Know how to distinguish where the customer wants you to be and where they don't. Any recent examples of this distinction?? Step 3: leverage moments in their lives. Yes, there’s the Superbowl. And more recently, there was the solar eclipse that every brand leveraged. But these moments don’t have to be huge. Show up in the moments that matter, and in the places that matter.
  14. Ubiquity / Image: T-Mobile Tuesdays notification Is anyone here a T-Mobile customer? Have you heard of T-Mobile Tuesdays? T-Mobile Tuesdays is an app you download as a T-Mobile customer to get free gifts every Tuesday, plus a chance to win bigger prizes such as shopping sprees or travel. The gifts are simple, like gas savings at Shell, free Papa John’s and free Redbox rentals. But what I love about T-Mobile Tuesdays is that the company doesn’t presume to be in your life 7 days a week. It chooses one --the most productive day of the week, when you’re really digging in at work-- and gives you a pick-me-up. It’s one of the few push notifications I regularly get that makes me happy instead of stressed. More broadly, T-Mobile is strong in social, in-app and with SMS notifications. I don’t get many marketing emails from them, and I don’t miss them. They’ve successfully faked ubiquity. The lesson is: Multichannel doesn’t mean you have to be in every channel, but every channel where you are, there’s a potential for CX delight or disaster. Every component that makes up your brand is a CX channel. Need to have every department switch to this attitude. But that isn’t complete without having a seamless experience for that one customer.
  15. Consistency / Image: Challenge statement: “I expect a perfect experience every time, without having to spell it out for you every time.” Each of the companies represented in this room have thousands if not tens of thousands of employees. You probably have dozens of product lines and service offerings. Add to that millions of customers. How on earth are you going to ensure a 10/10 experience every time? You might think the key to solving for this CX challenge is data. And you would be right.
  16. Consistency / Image: different things building a mosaic of the person, “Personalize & Streamline” One of the biggest challenges for large brands is defeating the perception of being impersonal. Stat of why people switch to small biz. (Personalized service. ) A 2013 study found that 84% of US consumers chose small business over other businesses due to personalized and intimate experiences and small businesses’ understanding of customers’ needs. Data is your key to personalization at scale. You should try to own as much data as you can about your customer, but you can use what you have. First step is to ask: What do I know about you that will make this experience better every time? Doesn't have to be demographic or all encompassing. The smaller details will make you stand out. Is your customer on an iPhone? Offer them iMessage customer service, and ApplePay. Here’s a simple one. One of my pet peeves with vendors, agencies or others trying to sell me services is when we’re trying to schedule a call and they use their timezone. It’s not a big deal, but it takes me an extra 5 seconds to figure out the time. Why isn’t it their extra 5 seconds?? Second step: What processes and tools do you have in place to ensure consistent experiences across channels? (need examples) Third: What am I getting wrong? Avoid starting from scratch at all costs, because there is no longer any room for friction. {stat about friction leading to loss $$}. Don’t take for granted that your customer is seeing what you want them to see in each channel.
  17. Consistency / Image: Hulu One of my favorite shows is Arrested Development. Sometimes I fire up my hulu app and watch it on my phone, on my commute into the city. I have a full work day. I come back home. I have dinner with my wife and kids. I take out the dog. When I’m finally in bed, I want to finish my episode before I go to sleep. So I fire up my hulu app on my iPad. BOOM. It knows exactly where I left off this morning on the train, I don’t have to start from scratch. Hulu has the data to personalize my experience --it knows my intent from this morning. And it uses that data to personalize my next interaction. My actions on the iPhone app trigger a change on my iPad app so that, every time, I have the option of finishing a show I started earlier. That’s the consistency I expect, without having to spell it out for Hulu.
  18. Emotional Resonance / Image: Challenge statement: “I expect you to make me feel _____* Now I’ve been hearing, reading a lot about how AI is imminently going to take over customer experience and marketing writ large. And if CX was only about ubiquity and consistency, maybe I would agree But there’s a reason why I believe our Robot Overlords won’t be behind the kind of CX that stands out from competitors. That will still be people. Here’s why. The blank here can be filled with “accomplished, comforted, pleased, amused” etc. (Ask audience to throw out some feelings?) That blank space is important. It’s obvious that you want to avoid negative feelings but try to be more specific than “happy” or “satisfied”. How do you perceive what your customer needs at this moment? And what will it take to make them feel that way?
  19. Emotional Resonance / Image: Two people hugging, “Embrace Your Humanity” This is the tricky part. This is the secret sauce. You have the other pieces in place, but it takes human interaction to take a CX from good to great. Leave some room for your CS reps, your marketing staff, etc. to find and take any opportunity to wow the customer. Reward employees that genuinely care about the little things. Collect and act on feedback / active listening / re-calibrating around learnings (LN working on this part more)
  20. Emotional Resonance / Image: Fidelity employees When you lose a parent, the paperwork is crazy. I lost my mom not too long ago and had to call Fidelity to settle some paperwork. The first thing I heard on the other end of the phone was, "First of all I'm so sorry to hear about your mom." I needed to hear that. I didn’t ask for it. But this turned into a great CX moment because the woman at Fidelity knew to embrace her humanity, without sacrificing efficiency.
  21. Conclusion / Image: Tom Brady BONUS! You heard me say that Bill Belichick is the king of ubiquity, coaching every position. He’s the king of consistency, making sure that each and every player delivers, each and every game. But even with those attributes, they wouldn’t be the Patriots as we know them. That X factor, that secret sauce that evokes emotion, is the GOAT himself. There’s no single person that has united New England more in recent history. Tom Brady isn’t about Tom Brady. Tom Brady has achieved the perfect balance of being a star while still being all about the team. Love him or hate him, he’s the face of the Patriots and makes you feel something.
  22. Conclusion / Image: Hi, Mark coffee I’m optimistic about the CX of the future. I see a perfect harmony of data, AI and the inimitable human touch. You need to be everywhere your customer is, stop expecting them to come to you. Deliver perfectly personalized, streamlined experiences. And don’t lose your human touch.