Customer interest in reducing energy consumption is higher than ever.

In fact, “80% of US households recently [invested] in some form of energy-related improvements for their home,” according to Stuart Sikes, President at international research firm Parks Associates.

Many are also interested in the potential cost savings of energy efficiency. Parks Associates research found that while “80% of customers don’t know the price they are paying for electricity, 62% strongly believe that saving energy and lowering their utility bills are desirable.”

So with national attention focused on the need to reduce energy consumption and budget-conscious consumers paying attention, what role can utilities’ service organizations play in engaging consumers in energy management? Read More »

Just about a year and a half ago, we shared the Customer Effort concept through the publication of our article entitled, “Stop Trying to Delight Your Customers” in the Harvard Business Review.

In the context of online self-service, companies will often tell us “our customers like to do research online, but when they actually decide to fix their problem/transfer funds/purchase a product, they prefer to call.”  The big question in our minds, however, is this:

How do you KNOW that customers PRERER to call you?

The fact that customers still call (indeed, even that they call after having visited the website) should not be seen as proof that the live phone is the preferred channel.  In all likelihood, the reason why many of your customers still call is because your website has failed them in some way.

The key, then, to understanding how customers prefer to interact with your company—online or in another channel—is to ask the customer directly rather than making assumptions based on customer behavior.  This sounds like an in-depth survey process (and certainly it could be), but there are shortcut ways that companies are unearthing channel switching root cause drivers in a low-cost way.

Specifically, Fidelity Investments discovered a low-tech, customer-friendly method to capture customers’ reasons for abandoning Web self-service for live channels.  They use inbound calls as opportunities to conduct two-question surveys to gather in-the-moment customer feedback about the company’s online self-service and customers’ reasons for switching to the phone.

In addition, Fidelity is very careful about phrasing the questions so that the survey does not come across as an attempt to push self-service but rather a learning exercise.  We believe this is a big part of the strategy’s success—customers are not made to feel as though the company doesn’t want them to call.  Instead, the company simply wants to know more about what customers want from them.

CCC members, learn more about Fidelity’s two-question framework in a new summary here.

Related CCC Resources:

1. Improving Web Self-Service with Customer Voice (Event Replay)
2. Full Case Study: Fidelity’s Channel-Switching VOC
3. Diagnosing Online Failures (Study Chapter)

Among the most valuable resources at CCC are our Discussions forums, which provide an easy opportunity for members to ask and answer a wide range of questions of one another. Many times these questions are at a tactical level, and the answers that members provide help their peers to make quick, informed decisions about day-to-day operations.

Not surprisingly, one topic that remains popular in our Talent Management forum is training, and though we’ve done extensive research into contact center training at CCC, questions abound when it comes to the best way to train staff as organizations test new methods and leverage technology to assist in training sessions.

Below we’ve highlighted some of the recent trends and insights shared by our members via Discussions on the topic of training:

Training Environments

As technology enables organizations to experiment with new training programs and methods, questions arise about the best environment to maximize training effectiveness.

Though it may seem beneficial to train staff in a live production environment, when polled our members overwhelmingly preferred a separate environment used solely for training. Many cited concerns about privacy and confidentiality as their rationale for holding separating training sessions that are removed from the contact center floor. With today’s technology, they found that it is easier than ever before to create separate training environments that replicate real working scenarios that staff can be expected to handle in the course of their jobs. Read More »

In a clever April Fool’s post earlier this year, a colleague joked about the rise of DIY (do it yourself) call centers.

As it turns out, the prophecy has somewhat come true.

In this case, though, it’s not people setting up their own DIY call centers, but instead service and support organizations increasingly catering to DIYers.

In an interesting recent Wall Street Journal article, vacuum cleaner, lawn mower, and snow blower companies all report that they have seen an uptick in call volume from customers who increasingly are self-troubleshooting but getting stuck mid-way and calling for help.

Read More »

CCC’s blog is relatively young…we’re coming up on our second anniversary in early 2012.  What that means is that we are very much still experimenting with different types of posts and different functionalities for the blog itself.  One feature we added in 2011 is the ability to do real-time polling within our blog posts.  As we wrap up the year, we thought you might like to revisit some of our more popular questions to view the final results!

If these polls are any sort of window into the minds of our readers, then here is what we know about you:

1. You were torn on making a choice, but ultimately you think that social media is a viable, long-term option for service.
2. Indeed, you are tech-savvy…and would love to see QR codes become a new channel for service.
3. Forget the major IVR investments though!  You’re keeping it simple with low-cost fixes.
4. Everything to everyone—generalists are your employee of choice.
5. Keep it simple with those folks though…only 1-2 web chats at a time, please!
6. Your adherence policies do not give much leeway when it comes to reps taking a short “time out” after a difficult call. Read More »

A few weeks ago, I blogged about a few general trends for 2012 that I saw in our annual agenda poll of the CCC

membership.  After a bit more data analysis and conversations with a host of members, we’ve uncovered a core area of focus for service organizations in 2012: understanding—and then keeping up with—customer expectations  (especially in today’s multi-channel environment).

The Current State
It turns out that today’s customers seem to be more demanding about service – savvier than ever and wanting a personalized, tailored interaction.  We hear everything from “the customer wants us to do everything for them – including calling a third party on their behalf – to resolve their problem” to “customers ask for escalation even before they interact with a frontline rep.”

That feels like a very difficult place to be – customers are selectively using outlier service experiences with other companies to define their expectations of service with your company. Read More »

A flurry of articles have been published on organizational design of late, highlighting the importance of it today and recommending related best practices.

Senior executives in the service and support organization must be heeding the messages from these articles, as we are seeing renewed interest in our research and benchmarking related to organizational design.

This is particularly true for B2B support organizations that we work with, many of which are now reassessing the way their function has operated and organized for years.

A number of reasons for the renewed interest exist, but the most frequently verbalized is this: Faced with the realization that the days of basic order entry by humans are nearing a close as more and more customers prefer to self-serve and operating budgets shrink, more B2B organizations are seeking to innovate and optimize the service and order management function.

Interesting to note, however is that B2B organizations aren’t merely considering role and title changes, but in some cases actually shaking up the entire order management function and reorganizing to align differently to the business.

Read More »

“What is the future of the customer experience?”

Seems like the $64,000 question, right?

Well, I had the pleasure of attending a summit on this topic a couple of weeks ago.  Sitting in with customer service executives from around the globe and across many industries – like financial services, retail, and telecommunications – it was a great couple of days away from the office to give me time to think about the answer to that question.

We talked about everything from big data to integrating service into the customer’s more mobile lifestyle to expanding into new channels to using VOC to, of course, social media.  We discussed customer expectations today, and how to drive change throughout the organization.

And at the end of the day, after having a chance to reflect on all the rich conversations – I had a few takeaway thoughts I wanted to share with you: Read More »

With all of the changes that have taken place in the service organization in recent years (e.g., the rise of social media customer service, shifting trends in call center outsourcing, and initiatives to collect and make use of voice of the customer data, just to name a few), it’s comforting to know that one thing remains the same: customers still don’t like long waits. And while this doesn’t come as a surprise, it is interesting to stop and think about the number of things organizations do to combat hold times.

One option that promises to alleviate the frustration of customer holding is virtual hold. This technology allows customers to choose to receive a live callback when they reach the front of the queue, as opposed to waiting on hold to be connected to a representative. This added convenience has been met with open arms by most customers, who report lower-effort experiences as a result of using this option.

While the benefits of virtual hold are fairly straightforward, a recent question posed in CCC’s Discussions Forum highlighted an interesting debate when it comes to how companies measure customer experiences that include virtual hold. To paraphrase the issue at hand: should virtual hold time be counted as part of the traditional service level calculations (such as average speed of answer)—or should virtual hold time be excluded? Read More »