SlideShare a Scribd company logo
Putting Proactive Customer
Service into Practice
Alex Gadd
Vice President, Customer Experience
● Leads Kustomer’s professional services, technical
support, and customer success teams
● 25 years of experience leading technology
customer success organizations
● Past Experience: SugarCRM, Oracle, MLB,
SelectMinds
● Words to live by: Success is not final, failure is not
fatal; it is the courage to continue that counts
Omnichannel customer service CRM platform that
makes personalized, efficient, and effortless customer
service a reality by using intelligence to automate
repetitive, manual tasks and provide real-time
actionable views of customers throughout continuous
omnichannel conversations.
What is Kustomer?
Q. What is Proactive Customer
Service?
REACTIVE
Focused on
customer wants
Mercy of WOM
PROACTIVE
Focused on
customer needs
Control of WOM
of customers that
churn have never
complained to CS
96%
Source: thinkJar
Source: OpenSpan and Enkata
Proactive Service
Results Impact the
Bottom Line
Reduction in
YOY inbound
inquiries
20-30%
~25%
Decrease in
contact center
costs
3-5%
Increase in
retention rates
Q. How can you reduce customer
churn if you don’t know who is
at risk?
Proactive engagement myth
It’s all about preventing
negative outcomes
A. By proactively engaging not
only to prevent negative
outcomes, but also to show
customers value in a
collaborative conversation.
11
SELF-SERVICE
CONTENT
ACCOUNT ISSUES
WITH SOLUTIONS
ADMIT MISTAKES
CHECK-IN
IN-BETWEEN
PURCHASE SURPRISE
ACTIVATING
DORMANT CUSTOMERS
Proactive Customer
Engagement Maturity
Track Inbound Issues
Monitor Social Media
Request Feedback
INFORMATION
GATHERING
Proactive customer engagement building blocks
Leadership
Culture
Incentives
ORGANIZATIONAL
ALIGNMENT
Customer Data
Omnichannel Comms
Automated Workflows
RIGHT
TECHNOLOGY
GROUP EXERCISE
1 Catalog persistent issues where proactive engagement can change the outcome.
2 Identify what’s keeping you from proactively remedying these issues.
4 Remember to proactively communicate positives not just negatives.
Show you care. Don’t sell.
5
Key Takeaways
3 Find quick wins and start adding more engagement types over time.
of customers that
churn have never
complained to CS
96%
Source: thinkJar
Start thinking from your customers’ perspectives

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Putting Proactive Customer Service Into Practice by Alex Gadd

  • 2. Alex Gadd Vice President, Customer Experience ● Leads Kustomer’s professional services, technical support, and customer success teams ● 25 years of experience leading technology customer success organizations ● Past Experience: SugarCRM, Oracle, MLB, SelectMinds ● Words to live by: Success is not final, failure is not fatal; it is the courage to continue that counts
  • 3. Omnichannel customer service CRM platform that makes personalized, efficient, and effortless customer service a reality by using intelligence to automate repetitive, manual tasks and provide real-time actionable views of customers throughout continuous omnichannel conversations. What is Kustomer?
  • 4. Q. What is Proactive Customer Service?
  • 5. REACTIVE Focused on customer wants Mercy of WOM PROACTIVE Focused on customer needs Control of WOM
  • 6. of customers that churn have never complained to CS 96% Source: thinkJar
  • 7. Source: OpenSpan and Enkata Proactive Service Results Impact the Bottom Line Reduction in YOY inbound inquiries 20-30% ~25% Decrease in contact center costs 3-5% Increase in retention rates
  • 8. Q. How can you reduce customer churn if you don’t know who is at risk?
  • 9. Proactive engagement myth It’s all about preventing negative outcomes
  • 10. A. By proactively engaging not only to prevent negative outcomes, but also to show customers value in a collaborative conversation.
  • 11. 11 SELF-SERVICE CONTENT ACCOUNT ISSUES WITH SOLUTIONS ADMIT MISTAKES CHECK-IN IN-BETWEEN PURCHASE SURPRISE ACTIVATING DORMANT CUSTOMERS Proactive Customer Engagement Maturity
  • 12. Track Inbound Issues Monitor Social Media Request Feedback INFORMATION GATHERING Proactive customer engagement building blocks Leadership Culture Incentives ORGANIZATIONAL ALIGNMENT Customer Data Omnichannel Comms Automated Workflows RIGHT TECHNOLOGY
  • 14. 1 Catalog persistent issues where proactive engagement can change the outcome. 2 Identify what’s keeping you from proactively remedying these issues. 4 Remember to proactively communicate positives not just negatives. Show you care. Don’t sell. 5 Key Takeaways 3 Find quick wins and start adding more engagement types over time.
  • 15. of customers that churn have never complained to CS 96% Source: thinkJar
  • 16. Start thinking from your customers’ perspectives