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